Portfolio of work
Financial Services
Business Turnaround
Led profitability reviews and formulation of transformation plans for underperforming businesses.
Delivered balanced and coordinated turnaround strategies focused on a sustainable improvement in financial performance.
Institutional Asset Servicing
M&A Pre & Post Deal
Provided deal support through MOU and SPA stages.
Led Day 1 readiness workstream to ensure an orderly separation of the acquired and incumbent businesses.
Lead post-deal first 100-day hyper care project phase.
Global Bank
CFO Advisory
Partnered with CFO leadership of a Global Bank to review all aspects of the Finance function, reimaging the Target Operating Model, Technology & Data and Skills for a new age Finance team and capability.
Supported CFO with implementation.
Private Banking
Strategy
Led strategy review and update, implementing ongoing enhancements to the underlying research capabilities, shaping and articulation of Strategy, as well as engagement of key stakeholders.
Hosted offsite Strategic Planning Day with executive team.
Trust Business
Efficiency & Productivity
In depth analysis and transparency of the full cost base.
Illustration of costs relative to cost drivers.
Advice and options on near term cost savings.
Future state P&L model after execution of cost savings with Capital and Goodwill impairment impact.
Real Estate
Senior Loan Refinancing
Partner CEO to source, appraise, and negotiate senior loan and mezzanine finance options.
Including, financial modelling, scenario analysis and hedging strategy.
Real Estate Advisory
M&A Integration
Engaged by UK CEO and CFO of the acquiree to support the integration of a similar sized business.
Primary focus:
CFO function integration, coordinate, and track delivery of synergies.
Wealth Management
M&A Deal Appraisal and Due Diligence
Transaction advisory support in relation to the financial evaluation of proposed acquisition targets and due diligence.
Private Bank
Pricing & Margin Management
Analysis of the client deposit book, with associated volumes and Interest Income.
Research and analysis of competitor pricing.
Modelling relationship pricing options.
Pensions Solution Business
Revenue Management
Current state analysis of client book followed by financial modelling of revenue uplift scenarios
Analysis and evaluation of results, providing insight and advice on course of action.
Implementation plan for execution.
Credit Business
Revenue transparency
Breakdown of costs associated with lending in relation to treasury department costs, liquidity and margins.
Increased departmental transparency
Facilitated the ROI calculation per product
Wealth Management
Client Profitability
Analysis of full range of products by client.
Created a driver-based approach incorporating client risk metrics for cost allocation.
Modelled profitability by allocating fully loaded costs by product and client revenue.
Wealth Management
Data platform design
Explored all IT systems utilized by the various businesses and functions and funneled data into an analytics system.
Built a data repository combing product features and sensitivities with the P&L.
Investment Management
Revenue Modelling
Analysis of the client investment book with associated basis points to model various pricing methodologies.
Evaluation of different investment offerings and associated pricing.
Investment & Advisory Firm
Acquisition proposal
Created an investment structure, execution roadmap and multi stage strategy in relation to an acquisition in the healthcare space.
Conducted market research and financial modelling to position the proposal to investors.
Fashion Business
Growth Strategy & Restructuring
Financial Advisory related to valuation, growth strategy, financial projections and exit planning.
Business & Financial forecasting related to Cap table, funding usage, working capital requirement, cash flow forecast and business structure.