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AI Strategy & Advisory

A pragmatic roadmap for where AI actually moves the needle in your finance function — and where it doesn't.

  • AI readiness & opportunity assessment
  • Build-vs-buy model recommendations
  • Governance & model-risk frameworks

Financial Modeling & Valuation

DCF, LBO, comparable-company and scenario models engineered to survive contact with a live boardroom.

  • Three-statement & DCF modeling
  • Valuation & comps analysis
  • Scenario & sensitivity frameworks

Data Analytics & BI Dashboards

Live, decision-grade dashboards that replace the monthly deck with something people actually check.

  • Power BI & Tableau dashboard builds
  • Data warehouse & pipeline design
  • KPI frameworks & reporting automation

Predictive & Machine Learning Models

Credit risk, churn, forecasting and anomaly-detection models — with explainability built in from day one.

  • Credit & default risk scoring
  • Time-series forecasting
  • Explainable AI (SHAP, LIME) reporting

Risk Management Systems

Real-time exposure, VaR and stress-testing infrastructure built for how risk actually moves intraday.

  • VaR & stress-testing engines
  • Real-time exposure monitoring
  • Regulatory & capital reporting

Automation & Data Engineering

Pipelines that quietly close the books, reconcile accounts and refresh models while you sleep.

  • Close & reporting automation
  • ETL / ELT pipeline design
  • Data governance & quality frameworks

How I Work

A process built for clarity, not busywork

Four stages, one accountable owner throughout — no hand-offs into a black box.

01 / Discover

Frame the problem

Understand the data, the decision it feeds, and what "done" actually looks like.

02 / Design

Architect the solution

Model, dashboard or pipeline design reviewed with stakeholders before a line of code ships.

03 / Build

Ship in increments

Working versions early and often — validated against real data, not synthetic samples.

04 / Deliver

Hand off & support

Documentation, training and a defined support window so the work outlives the engagement.

Let's Connect

Interested in finance, data or AI?

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