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Capability development

Capabilities I am extending

Active development tied to delivered work, a clear evidence boundary and the next validation step.

01 · Active

2 tracks

Governed agentic finance workflows

Agentic workflows can release finance capacity when deterministic controls and human approval govern each material step.

  • Multi-step orchestration ·
  • Tool use behind a deterministic gate ·
  • Confidence-threshold routing ·
  • Evaluation sets that measure quality ·
  • AI coding and implementation assistants including Claude Code, Codex, and Antigravity
Next validation Build an evaluation set for the lowest-confidence document classes.

Controlled invoice reconciliation pipelineM&A due diligence and decision framework

Knowledge management and systems for reuse

Reusable frameworks, procedures and prompts turn isolated wins into group capability.

  • Reusable frameworks, procedures, runbooks and prompt libraries ·
  • Versioned markdown and Git-based knowledge capture ·
  • Obsidian-style project notes and learning logs where useful ·
  • Claude Code, Codex, and Antigravity for structured implementation workflows
Next validation Publish one reusable framework or runbook as a worked example.

M&A due diligence and decision frameworkBusiness Central remediation and integration readiness

02 · Deepening

3 tracks

Group data architecture and semantic modelling

One governed finance-data layer makes group reporting consistent across entities, scenarios and currencies.

  • Dimensional design ·
  • Conformed dimensions ·
  • Grain selection ·
  • Scenario and currency modelling ·
  • Staging, canonical and semantic warehouse layers
Next validation Move the blueprint into a managed store fed by the standardisation programme.

Group financial intelligence modelFinance data standardisation programme

BI delivery (Power BI / DAX)

Decision-ready dashboards connect live ERP data to finance and operational action.

  • Published Power BI inventory reconciliation reporting ·
  • Direct connection to Dynamics 365 Business Central / Navision data ·
  • DAX measures for reconciliation, exceptions, and operational review ·
  • Dashboard usability for finance and operational stakeholders
Next validation Publish a sanitised case study of the inventory reconciliation report.

ERP-connected inventory reconciliation dashboardGroup financial intelligence model

Python data and document pipelines

Testable pipelines turn inconsistent financial documents into structured, auditable data.

  • Regex-first hybrid parsing with LLM residual handling ·
  • SHA-256 content-hash caching ·
  • Cost-aware model routing ·
  • Typed code, focused tests and meaningful coverage ·
  • Exception logging for reviewer follow-up
Next validation Package one pipeline with tests, documentation and redacted inputs.

Controlled invoice reconciliation pipeline