Skip to content

Selected work

Four cases showing how I connect finance decisions, systems and day-to-day operations. Each explains the problem, my contribution and the result or current stage.

Four selected case studies

Connecting purchases, stock and sales

AI & agentic workflows In use; development continues

I built and run a connected finance process covering purchases, stock, sales invoicing and customer-payment reconciliation.

  • Excel ·
  • Power Query ·
  • Python ·
  • VBA ·
  • Business Central ·
  • Claude Code ·
  • Codex

Assessing acquisition opportunities (M&A)

M&A, audit & deal work Capability project

I turn financial records and deal questions into analysis leaders can challenge, with assumptions and source links kept visible.

  • IFRS IAS 21 ·
  • Quality-of-earnings analysis ·
  • AI-assisted workflows

Multi-ERP reporting router

ERP & group data architecture Internal work sample

128

Companies in recorded scope

One reporting engine brings comparable data from different accounting systems into a shared model. Configuration handles the differences between interfaces and companies.

  • Power Query (M) ·
  • TMDL ·
  • DAX ·
  • OData ·
  • Python

Controlled cross-ERP entity matching

AI & agentic workflows Internal work sample

62 → 117 / 144

Reference-set correct matches

I help teams recognise the same business across accounting systems and identify records that need review. In the recorded 144-case reference set, correct matches increased from 62 to 117.

  • Python ·
  • rapidfuzz ·
  • scikit-learn (TF-IDF) ·
  • LLM referee ·
  • Pydantic ·
  • AI coding assistants (Claude Code, Codex)

Supporting work

More examples from reporting, systems and commercial work, with their own evidence and current stage.