Consulting / Advisory — CV
White-label consultant for PE sponsors and consulting firms. I quantify risk and upside at deal-speed (IT Due Diligence), then convert findings into decision-grade plans (Value Creation, Carve-outs, Integrations) with realistic delivery paths and board-ready narratives.
Core Competencies
- Buy-Side / Sell-Side IT Due Diligence — red flags, cyber posture, scalability, vendor/licensing exposure, run-rate vs one-off costs.
- Value-Creation Planning — ERP, data, infra & operating model roadmaps with quantified EBITDA impact and timing.
- Carve-Outs & TSA — Day-1 blueprints, TSA catalogues, exit glidepaths, and risk burn-down with critical path.
- Integrations — harmonise apps/infra, rationalise vendors, protect service levels while capturing synergy.
- Executive Communication — board packs, decision logs, KPI dashboards; short, decision-oriented outputs.
- Operator’s Lens — recommendations grounded in delivery constraints, not just a deck.
Signature Achievements
- Risk-adjusted valuation impact (~$50M): buy-side DD quantifying remediation and investment; shaped bid and SPA terms.
- Clean Day-1 & accelerated TSA exit (≈2 months early): global carve-out with readiness drills and vendor novation plan.
- Opex synergy ≈15%: multi-entity integration roadmap balancing consolidation with service continuity.
- Time-to-insight −35%: exec analytics platform mapped to deal KPIs; improved board visibility.
Engagement Portfolio (Selected)
IT Due Diligence
- Red-flag assessments covering architecture, cyber controls, scalability, vendor lock-ins & licensing cliffs.
- Built run-rate and one-off cost models; sensitivity analyses to support valuation ranges.
- Produced board-ready heatmaps and 90-day remediation plans aligned to the deal thesis.
Carve-Outs & TSA
- Day-1 blueprint with critical service protection (identity, payroll, finance, comms) and cutover rehearsal.
- TSA catalogue with service levels, unit rates and exit plan; negotiated glidepath with sellers/providers.
- Governed execution to zero critical incidents at Day-1; pulled TSA exit forward by ≈2 months.
Integrations
- Application & infrastructure harmonisation; TOM alignment across entities with staged wave plans.
- Vendor consolidation and commercial hygiene; unified service catalogue & chargeback visibility.
- Delivered ≈15% opex savings while maintaining service continuity and compliance.
Cyber & Resilience
- Baseline controls (MFA, endpoint, backup/restore), incident response refresh and tabletop exercises.
- Evidence packs and audit-ready reporting; first-time regulatory audit pass achieved.
ERP & Data
- ERP migration governance; cutover & hypercare with finance close protection.
- Executive KPI layer & BI stack; −35% time-to-insight and cleaner board narratives.
Experience
Senior Director, Technology Transformation — FTI Consulting (2021–Present)
- Lead advisor to PE sponsors and consulting partners across IT DD, carve-outs, and integrations.
- Structured due-diligence work: hypotheses, data requests, red-flag reviews, and investment models.
- Converted findings into board-ready value-creation plans with EBITDA linkage and timing.
- Ran Day-1 readiness and TSA design; set delivery cadence with decision & risk logs.
- White-label engagement model: templates, branding, and client comms aligned to partner standards.
Director, Technology Transformation — FTI Consulting (2017–2021)
- Designed integration playbooks; sequenced harmonisation waves to protect business continuity.
- Established vendor governance (SLAs, KPIs, exit/novations) and unlocked double-digit cost savings.
- Delivered executive KPI dashboards and programme reporting adopted by boards and ICs.
Assistant Manager — Deloitte UK (Banking & Capital Markets) (2015–2017)
- Built analytics and modelling for regulated clients; scaled decision support across functions.
- Partnered with Risk/Finance/IT to operationalise insights with clear controls and ownership.
Data & Insight Analyst — Capita (2012–2015)
- Designed the RCT underpinning the UK Automatic Enrolment programme; established national analytics foundations.
Advisory Signals
- Deal team playbooks: DD → Value Creation → Day-100 sequences.
- Operating partner briefings: cyber uplift, TSA hygiene, vendor levers.
- Board-ready reporting: risk narratives, KPI packs, budget vs plan.
- Template ecosystems: requests lists, red-flag rubrics, TSA catalogues.