The UK branch of a major South African bank - operating across treasury, fixed income trading, and corporate advisory - undertook an implementation of Oracle EBS R12 to replace its legacy financial systems. As finance lead, I was responsible for ensuring the system was correctly configured to support the branch's financial control and management reporting requirements, and to address indirect tax obligations.

I led the finance workstream from requirements through to go-live, ensuring chart of accounts design, entity structure, close processes, and key controls were all functioning correctly before cutover. Post-implementation, Oracle Hyperion Planning was deployed to transform the budget and forecasting cycle - replacing a manual, spreadsheet-heavy process with a structured system-driven approach. Reporting was further upgraded through the introduction of OBIEE and i3BAR interactive reporting methodology.

The project delivered a modern, well-controlled financial platform for the branch, alongside a material improvement in the quality and efficiency of planning and reporting processes.

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