What I work with
Skills &
Skills &
Tools
From budgets and board packs to ECL, VaR and treasury, built in Excel, Power BI, SAP and CTRM, and now automated with AI.
Key expertise
Core strengths
01
Financial Modelling
02
Business & Financial Analysis
03
Budgeting & Variance Analysis
04
Consolidation & Board Reporting
05
AI Automation & Data Visualisation
06
Performance & Cost Optimisation
07
Risk Management (ECL, VaR)
08
Financial & Management Accounting
09
KPI & Sensitivity Analysis
10
ERP Implementation
11
Liquidity & Treasury Management
12
Investment Appraisal
In detail
By discipline
FP&A & planning
- Annual business planning and forecasting
- Budgeting and variance analysis
- KPI definition, tracking and monitoring
- Scenario and sensitivity analysis
- FP&A policies: reporting, forecasting, budgeting, long-term planning
- Value-creation analysis and benchmarking
- Cost allocation, down to cost per desk and trader
- Cost, P&L and profitability optimisation
Reporting & consolidation
- Board reports and board-level review packs
- Consolidated financial statements across entities
- P&L consolidation and cost breakdowns
- Management packs and variance commentary
- IFRS, including hedge accounting
- Financial statement preparation and journal review
- External and internal audit liaison
Risk & treasury
- Risk commentary: ECL, VaR, liquidity, credit and operational risk
- FX risk management with trading desks
- Trading mandate, risk, ECL and budget policies
- Cash management systems and payment controls
- Working capital and trade finance
- Liquidity, cash utilisation and covenant compliance
- Bank and broker statement reconciliation
- Risk insights for the Credit Risk Committee
Modelling, valuation & investment
- Financial modelling in Excel
- DCF valuation and sensitivity analysis
- Pitch books for advisory deals
- Investment appraisal
- Post-investment analysis against feasibility studies
- Assessing clients' financial positions
Systems, Excel & BI
- Excel: financial models, budget vs actuals with MTD/YTD dashboards
- Power BI: live reporting dashboards, cash flow model
- SAP: implementation
- CTRM (Aspect): implementation
- ERP/CTRM booking of finance and insurance charges (LC charges, bonds, discounting)
- ERP functional consulting
AI automation in finance
- Claude Code, custom Claude skills and sub-agent playbooks
- Scheduled Claude agents and browser automation
- Database-backed dashboards
- AI-drafted variance commentary, reconciliations and management packs, with human sign-off
- Automated receipt capture into an Excel ledger
- Scoping AI bookkeeping for UAE VAT and corporate tax, and e-invoicing (PINT AE) readiness
Sectors
- Commodity trading: oil & gas, fertilisers, agri
- Investment banking