Work, and what it changed.
Every engagement below was delivered personally, either independently or while at EY-Parthenon.
Multi-region ERP data into one cash reporting engine
SituationFinance leadership across ten countries was consolidating ERP data by hand, with no single view of working capital for the Private Equity Operating Partner.
What was builtAutomated ETL pipelines built directly on client systems, integrating multi-region ERP data into a central data fabric, with executive KPI dashboards on top.
OutcomeQuantified and tracked $30M of cash unlocked from renegotiated vendor payment terms, reported to the Private Equity Operating Partner on a standing cycle.
Price-Volume-Mix analysis built to carry the equity story
SituationGrowth drivers were argued from manual spreadsheets, making it hard to separate organic from inorganic performance ahead of an exit.
What was builtAutomated pipelines ingesting transactional data for Price-Volume-Mix analysis, feeding dynamic KPI dashboards.
OutcomeDashboards were permanently adopted by client leadership, and the reporting strengthened the equity story supporting the Private Equity sponsor’s successful exit.
A 26-week cash flow forecast in two hours, not two days
SituationLiquidity and revolving credit facility forecasting depended on fragmented legacy Excel files owned by different finance leads.
What was builtCentralised datasets into an automated Alteryx workflow and, on site with the PortCo finance teams, developed a 26-week cash flow forecasting tool inside an automated KPI framework.
OutcomeForecast production time cut from two days to two hours, with liquidity risk management and Revolving Credit Facility forecasting run from one source.
€30M of cash identified in a €250M ARR business
SituationBilling and collections data sat unstructured across legacy spreadsheets, with no reliable view of invoicing performance.
What was builtAn automated pipeline establishing a single source of truth, and executive KPI dashboards translating working capital strategy into real-time analytics.
OutcomeIdentified a €30M cash opportunity through optimised invoicing and collections practices.
Stock prediction across 600+ pharmacies
SituationInventory decisions across more than 600 pharmacies were made without daily visibility of stock performance.
What was builtAs Lead Data Engineer reporting to the Head of Inventory: ingestion pipelines processing over 1M daily transactions, a stock prediction model, and Power BI dashboards delivered on client systems.
OutcomeIdentified pathway to £14M of stock reduction — 15% of total inventory value.
Migrating an enterprise BI reporting suite
SituationAn enterprise dashboard estate needed to move platform without losing the reporting the executive relied on.
What was builtA BI migration strategy aligning technical execution to the wider transformation, plus AI-driven dashboards in Omni automating summaries and predictive insight.
OutcomeExecutive decision-making runs on the new suite, with AI-generated narrative summaries generated rather than written.
Rapid prototypes against working capital
SituationFinance, HR and sales leadership across these businesses needed a fast read on specific performance drivers before committing to a build.
What was builtPrototype pipelines and automated KPI dashboards, centralising unstructured data into a single source of truth for each question.
Example outcomesQuantified opportunities including $200M of unlocked cash flow; and staff cost reductions of 10–15%.