What I offer
Fractional CFO Leadership
I step into the CFO role to bring structure, control, and senior judgment. I lead finance at board level, support decision-making, and manage teams, without the delay or cost of hiring full-time.
Hands-on | Commercial | Investor-ready
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Fundraising & Investor Readiness
I help prepare for a raise by building models that hold up under scrutiny, defining clear metrics, and crafting investor materials that focus on the fundamentals. Precision and credibility throughout the process.
Financial Strategy & Runway Planning
I work with leadership to build financial plans that reflect real drivers of the business. From runway tracking to scenario analysis, I ensure you’re making decisions with confidence, not guesswork.
Tech-Enabled Finance Ops
I can help you fix the finance stack so it scales. That might mean implementing ERP, automating reporting, or improving data flow. The goal is a lean, efficient function that removes the pain from reporting so finance can pivot towards supporting the business.
M&A & Exit Advisory
I support management through funding rounds, secondaries, and exits. That includes refining models, setting up the data room, and handling diligence, so you can focus on running the business.
Public Speaking & Workshops
Talks and sessions on modern CFO practices, AI in finance, investor readiness, and building high-impact finance teams that scale with clarity and control.
Experiences
Divisional CFO (Credit Suisse) - Transformation
Oversaw execution of one of the largest post-GFC bank restructurings, delivering USD 3bn of cost savings: prioritising exits that unlocked the greatest cost release across system decommissioning, entity closures, headcount reductions, vendor renegotiation and lower reliance on central functions.
Divisional CFO (Credit Suisse) - Capital structure optimization
Led $1bn funding cost reduction through a multi-pillar strategy by transforming unstructured capital data into position-level analytics via a bespoke data lake, instilling trader accountability, challenging regulatory capital interpretations, and advising on restructuring/divestments prioritization.
Divisional CFO (Credit Suisse) - Recurring Revenue
$75m in recurring revenue generated by designing and implementing a trader-facing optimisation tool, built from scratch to enhance deployment of $100bn+ in central bank reserves.
Divisional CFO (Credit Suisse) - Tech-led finance
Led the rapid development of Python, SQL and Alteryx database solutions to enhance data accessibility and unify fragmented capital reporting, significantly improving enterprise resource reporting capabilities.
Divisional CFO (Credit Suisse) - Lean team / High impact
Led a lean finance team (~10 FTEs), overseeing all financial responsibilities for the Capital Release Unit (USD 160bn balance sheet and USD 3bn in operating expenses), fostering a collaborative environment focused on value creation, accountability, and continuous learning in a fast-paced environment
Agentic FX Hedging Assistant (Python + Cursor)
Developed a scenario-based FX Hedging Assistant using Python and Cursor, designed to support cash flow forecasting and hedge planning for a simulated Singapore-based company. Tool factors balance sheet exposure, projected currency flows, and hedge trades to recommend position adjustments over time.
FN-21 Website (built with Lovable)
Created the FN-21 website using Lovable as part of broader hands-on learning across no-code tools and AI-driven platforms. Focus was on building a lightweight, flexible site to support advisory work while testing modern toolsets that enhance speed and autonomy.
Finance Process Automation Framework (LangGraph + Agentic AI)
Built a modular framework using LangGraph and AI agents to automate core finance workflows. Focused on ingestion, transformation, and task execution. Designed for auditability and lean ops, with RACI clarity and reusable components to streamline routine finance processes.
Market Data Ingestion Prototype (LangChain + Python)
Developed a prototype to ingest and standardize OTC pricing data from fragmented feeds. Used Python and LangChain to clean, normalize, and serve data for reporting and risk. Explored replacing manual reconciliations with AI agents and lightweight data pipelines.
