Selected work
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.
Operations 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.
Reduced average reconciliation time per day from ~3 hours to ~45 minutes.
Retrieval-augmented assistant over internal policy docs.
Analysts 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.
Cut time-to-answer for common policy questions from days to minutes.
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.
Leadership 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.
Replaced a collection of spreadsheets with a single, trusted source of truth.
Low-latency P&L and limits dashboards for traders and risk.
Traders 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.
Improved visibility and reduced time spent reconciling numbers between teams.
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.
Critical 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.
Achieved zero-downtime cutover and simplified future change requests.
Central platform feeding risk, finance, and front-office reporting.
Different 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.
Improved confidence in firm-wide reporting and reduced fire-fighting around month-end.