Portfolio
Details are anonymised but representative of the kind of problems I solve: migrations, reporting, and applied AI in financial and data-heavy environments.
Applied AI & internal assistants
LLM-powered tools that sit inside a secure perimeter and automate the boring, error-prone parts of data and reporting work.
LLM assistant that guides ops through daily reconciliation.
~3h → ~45min per dayOperations teams spent hours each day stepping through spreadsheets and checks to reconcile positions and cash.
Built an internal LLM assistant that guides operations staff through daily reconciliation, using existing controls and playbooks.
Full audit trails for every suggested action.
Retrieval-augmented assistant over internal policy docs.
1000+ documents indexedAnalysts and compliance teams repeatedly asked the same policy questions, digging through PDFs and emails for answers.
Implemented a retrieval-backed assistant over internal policy documents to answer routine regulatory questions from analysts and compliance.
Strict access control by team and region; prompt/answer logging for compliance.
Reporting & analytics (Power BI, Tableau)
Dashboards and semantic models that answer real questions for finance, risk, and operations — not just vanity metrics.
Board-ready Power BI model for recurring performance reporting.
Single trusted modelLeadership relied on inconsistent spreadsheets for ARR, churn, and unit economics.
Designed and delivered a Power BI model used by the exec team for weekly performance and board reporting.
Row-level security for finance, sales, and operations.
Low-latency P&L and limits dashboards for traders and risk.
Intraday refreshesTraders and risk teams had fragmented views of P&L, exposure, and limits across tools.
Built low-latency dashboards to monitor daily P&L, risk, and limits with intraday refreshes.
Alerting on rule breaches built into the reporting layer.
End-to-end data platforms & pipelines
Data platforms that collect, clean, and serve data reliably — often in regulated or audit-heavy environments.
Migrated on-prem reporting stack to a modern cloud data platform.
Zero-downtime cutoverCritical reporting ran on ageing on-prem SQL and Excel workflows that were hard to change and fragile.
Led the migration from on-prem SQL and Excel workflows to a modern cloud data platform.
Dual-running with automated reconciliation before cutover.
Central platform feeding risk, finance, and front-office reporting.
Shared data modelDifferent teams maintained their own data extracts and definitions for core measures.
Helped design and build a central platform feeding risk, finance, and front-office reporting.
Monitoring and controls so teams see issues before auditors.