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

Software, Industrial, Services | Buy-Side & Sell-Side

  • 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

Global Manufacturing, Multi-country footprints

  • 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

Healthcare, Industrial, Business Services

  • 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

Financial Services, Multi-site portfolios

  • 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

Industrial, Energy

  • 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.