Selected Transformation Work
A selection of complex Finance, Treasury, Technology and transaction-driven transformation work across global institutions, investor-backed businesses and international organisations.
Pre-Deal Carve-Out & Separation
Context
Confidential transaction
Challenge
A proposed separation required a clear view of what the future organisation would need to operate independently across Finance and Technology.
What I led
Assessed the separation landscape across CRM and ERP dependencies, Lead-to-Order and Order-to-Cash processes, applications, licences, Day 1 requirements, standalone operating model, TSA dependencies, separation complexity and transition costs.
Outcome
Created a practical view of the dependencies, decisions and work required to move from transaction hypothesis toward Day 1 and standalone readiness.
Post-Merger Technology Integration
Context
Global Financial Institution
Challenge
Years of acquisition-led growth had left legacy platforms and incomplete integration across a global Treasury and custody environment, while major regulatory change was also underway.
What I led
Worked closely with senior Technology and business leadership on platform rationalisation, regulatory delivery and the replatforming of a 20-year-old custody-processing environment onto a strategic global platform across multiple regions.
Outcome
Reduced reliance on legacy technology and moved the environment toward a more strategic, integrated platform model while maintaining delivery through major regulatory change.
Regulatory Separation & Legal-Entity Change
Context
Global Bank
Challenge
Major regulatory programmes required new legal entities, client migration, technology stand-up and operating-model change within fixed regulatory timelines.
What I led
Led end-to-end delivery across technology, client migration, cutover planning, regulatory readiness, reporting, operating-model change and go-live. Experience included UK ring-fencing and Brexit-driven transformation across Treasury and Credit businesses.
Outcome
Moved complex legal-entity change from uncertainty through readiness, migration, cutover and go-live.
Treasury Transformation
Context
International Development Organisation
Challenge
A multi-stream Treasury transformation required coordinated change across technology, custody, operating model, governance, business processes and adoption.
What I led
Led the programme across Treasury and Finance transformation, including investment-management technology, custody dependencies, governance, business readiness and implementation.
Outcome
Moved the transformation through implementation, go-live and stabilisation, creating a more integrated operating environment for Treasury and investment operations.
Additional selected experience
Experience
What it demonstrates
UBS — Client & Legal-Entity Migration
What it demonstrates
Europe Arab Bank — Post-Merger Treasury Integration
Treasury post-merger systems integration alongside wider regulatory and transformation delivery.
Avalara — PE-Backed Finance & Technology Transformation
ERP/CRM consolidation, automation and international technology change during a period of scaling under Vista Equity ownership.
Thredd — PE-Backed International Expansion
MENA expansion focused on UAE and Saudi Arabia, including regulatory, technology and operating considerations in an Advent-backed environment.
BUPA — Finance Platform Migration
PeopleSoft-to-Oracle Cloud migration supporting Finance transformation.
HSBC — BI & CRM Transformation
