Finance Data Product & Transformation Leader
Product strategy, financial analytics platforms, and AI-enabled data solutions — delivered with 20+ years of financial services transformation discipline.
A specialist consultancy led by a Finance Data Product & Transformation Leader who designs AI-enabled solutions and governs their delivery.
Product strategy. Financial analytics platforms. AI-enabled data solutions.
Systems that automate a specific function, accelerate a reporting cycle, or support a decision that currently depends on manual effort.
The track record covers 20+ years across senior roles at Fitch Ratings, Northern Trust, and FTSE Russell: regulatory programme delivery, portfolio governance at scale, data platform migration, and large-scale operational change.
Over the last three years, that experience has been extended into hands-on AI solution design and delivery, using Claude Code, CrewAI, local LLMs, and Python, working with trusted development and delivery partners when scope requires it.
Background & Track Record
Enterprise Transformation
Regulatory programme delivery across multiple jurisdictions. Enterprise PMO leadership overseeing multi-year transformation portfolios. Data governance, platform migration, and operational change at scale.
Practical AI Delivery
AI solution design using Claude Code, CrewAI, local LLMs, and Python. Governance frameworks for AI in regulated environments. Operating model redesign around human+AI collaboration.
Industries Served
The same delivery discipline applied across regulated, capital-intensive, and high-growth environments.
Financial Services
Enterprise PMO, regulatory programme delivery, and data migration for global banks and financial institutions. Zero client disruption.
Logistics & Supply Chain
Supply-chain PMO and programme governance for multi-site rollouts. Standardised delivery, fewer disruptions, faster go-live.
Utilities & Infrastructure
Programme governance for asset renewals and infrastructure. Data analysis for maintenance cost modelling and investment cases.
Technology & Software
Product ownership, release governance, and Agile/DevOps PMO for platform and engineering teams.
SMEs & Growing Businesses
Rapid ROI validation, lean PMO, and process automation. Quick wins that fund the next phase of transformation.
Start with One Problem. The Solution Follows.
Most engagements begin with a diagnostic session to identify which problem is worth solving first, and whether the solution should be built, governed, or both.
Book a Free AI Diagnostic