Career track record

Finance Transformation
in practice.

I delivered this work in-role, as an employee - not as an Autransive engagement. It spans ERP implementation, process automation, management reporting, and financial control across financial services firms in Australia and the UK.

The work that built the practice.

The nine studies below were delivered in-role, across four employers between 2010 and 2026 - not as Autransive engagements. This is the proof that built the practice, not proof of the practice itself.

Data Readiness Automation ERP
ASX-listed financial services group · 2022-2026

Finance Data Platform Build

Finance function scaled to 3× original size - without a proportional increase in manual overhead

A fast-growing financial services group's data infrastructure had not kept pace with the complexity of the business. I designed and built an Azure-based finance data platform - capable of ingesting, transforming, and surfacing data from across the group - alongside a suite of operational automations.

Month-End Close Automation
ASX-listed financial services group · 2022-2026

Month-End Close Management System

Growth from 400 tasks to nearly 1,000 per month - managed with no additional coordination overhead

Thirty accountants were managing their month-end close through a single shared Excel spreadsheet, causing editing conflicts and forcing the Group Financial Controller to manually coordinate all teams. I built a purpose-built close management system using Jira, Confluence, SQL Server, and PowerBI.

Automation Data Readiness
ASX-listed financial services group · 2022-2026

Bank Transaction Data Automation

2 full days per week automated - approximately 100 days of staff time saved annually

A single employee was spending two full days each week manually downloading and collating data from 40+ bank accounts across 7 banking relationships in 3 countries. I built an automated pipeline - using each bank's existing CSV exports - that cut the task to under a minute while feeding data directly into the ERP.

Automation Month-End Close
ASX-listed financial services group · 2022-2026

Automated Journal Loading & Validation

8-12 hour overnight journal runs → under 5 minutes - and month-end close risk eliminated

Three business units were leaving journals to run overnight on staff laptops via the native D365 Excel integration, with limited feedback when loads failed. I designed an Azure-based pipeline that ingested, validated, and posted journals in under five minutes - with actionable Teams notifications throughout.

ERP Month-End Close
Global quantitative trading firm · 2018-2022

NetSuite GL Implementation

Delivered in under 6 months - zero disruption to live finance operations or dependent processes

A globally operating trading firm needed to replace its legacy general ledger across multiple currencies and entities, with no appetite for disruption to a demanding close cycle. I led the full NetSuite implementation from business case to go-live, including chart of accounts rationalisation from ~800 to under 400 accounts.

FP&A Automation
Global quantitative trading firm · 2018-2022

Board Pack Turnaround & Reporting Uplift

Board pack production time reduced from 15 days to 3 - an 80% reduction

A globally operating trading firm's monthly board pack took 15 days to produce. Through systematic dependency mapping, process automation, and PowerBI dashboards, I reduced production time by 80% while also introducing rolling forecasting anchored to the firm's contracts database.

Automation Month-End Close
Global high-frequency trading firm · 2014-2016

Finance & Middle Office Automation Programme

Month-end 5 days → 2; daily P&L 6 hrs → 1 hr; quarterly BAS 5 days → half a day

A global HFT firm's finance and middle office functions were running heavily manual processes across close, daily P&L production, and BAS reporting. I led a systematic automation programme using Python, VBA, and QlikView - cutting all three - and built a daily consolidated management report from scratch.

Advisory
Global high-frequency trading firm · 2014-2016

GST/BAS Remediation

Seven-figure sum reclaimed from the ATO - identified independently through proactive review

During a broader BAS process review, I identified that GST had been treated incorrectly across four years of returns - an error undetected by auditors and prior advisers. Working with PwC, I initiated a full reanalysis and successfully recovered a seven-figure sum in overpaid tax.

ERP Month-End Close
UK subsidiary of a major South African bank · 2010-2013

Oracle EBS R12 Implementation

ERP delivered on time; Hyperion Planning materially reduced budget and forecasting manual effort

The UK branch of a major South African bank - operating across treasury, fixed income trading, and corporate advisory - needed to replace its legacy financial systems with Oracle EBS R12. I led the finance workstream from requirements through to go-live, then deployed Hyperion Planning to transform the planning cycle.

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