Our Consultants Experience

A Selection of Our Consulting Experience

Finance Transformation

Global Banking Organisation


Operating model design, through to change implementation for financial services finance function.  Includes OFSAA technology.

New Bank Setup

Global Organisation


Proof of concept and design for the setup of a new banking organisation, with the migration of four existing financial services organisations into the new bank.  

Setup of a new Baltic based bank.


Global Capital Markets


Programme Manager for the implementation of FINREP, IFRS 15 and setup of regulatory reporting for a new Baltic based banking organisation.

Core Platforms

UK Banking & Insurance Organisation


Playing a key leadership role in the second largest UK Insurance organisation core platform migration, undertaking core platform implementations and large scale migrations.

Operating Model Design

Global Insurance Organisation


Undertaking operating model design for finance, risk, treasury, tax, reporting and business operations for global and UK based banks and insurance companies

Customer Experience

UK Building Society


Working with one of the UKs largest building societies to develop digital customer experiences.



UK Banking Organisation


Implementation of budgeting solutions and end to end operations at some of the UKs largest banks and global player.

ERP Implementation

Global Banking Organisation


Implementation of Oracle and Sun ERP solutions for financial services organisations.

Project Management

Banking, Insurance & Retail


Project, programme and portfolio management for some of the UK largest organisations, leading business critical and regulation / compliance initiatives to success.



System Design & Build

Capital Markets


Data Warehouse design for global financial services organisation, inception through to implementation for a number of initiatives for global organisations.

Treasury Platform

Capital Markets & Banking


Treasury platform selection and re-platforming options, treasury operations analysis.

Systems Architecture

Banking & Insurance


Full organisation architecture solution development, architecture re-engineering and delivery.


A Selection of Our Industry Experience

Treasury Manager

Experience in and responsibility for the day to day operation of a treasury function for a financial services organisation.  Team leadership and systems improvement and development.

Financial Controller

Control and reporting responsibility for a major global retail organisation, focusing on business integration and optimisation.


Production of management reporting, statutory reporting and regulatory submissions.

Targeted Marketing

Application of statistical and business acumen to target customers, leading to increased customer penetration and profitability.  Development of target marketing business and financial models.


Leadership role for E-Commerce within a leading European home shopping organisation, with turnover circa £1bn.


Systems implementation and topmisation role for major global banking organisation.



Change Management

Extensive experience at designing, driving and delivering change at levels through to C-suite across many global organisations, line and consulting role experience.

Systems Design & Build

Front end customer through to back end financial systems design and delivery for major global organisations.



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