Independent consultancy · Fully remote UK
I help CFOs, finance directors and PE-backed businesses take manual, fragile finance work and turn it into systems people actually use. Fixed-scope projects and day-rate contracts, typically outside IR35.
Hands-on delivery, not a slide-deck recommendation. I take work from the first conversation through design, build, testing, training and support.
Take repeated finance work out of inboxes and spreadsheets and put it into controlled, repeatable processes.
Practical use of AI on real finance problems — faster analysis, documentation, development and troubleshooting, with the judgement and checking left in.
Planning and ERP work owned end to end, from requirements to go-live and Level 2/3 support.
Budgeting, forecasting and reporting that finance teams can run themselves, with numbers they can act on.
Redesign how the work actually gets done, then stay with it through go-live so the new way sticks.
This is contract and project work, structured so it can sit outside IR35: a defined outcome or a clearly scoped interim role, delivered remotely.
A written outcome, timeline and fee. Typical work includes standing up a planning model, automating a close process, migrating an ERP, or delivering a reporting pack — owned from discovery to handover.
Interim or longer-term capacity for finance systems, FP&A or transformation. Typically structured as an outside-IR35 contract. You get the person who will do the work, not a bench of juniors.
London-based, working remotely with UK and international finance teams. Comfortable coordinating stakeholders, vendors and out-of-hours go-lives where the business needs them.
We talk through the problem, the systems you already have, and whether this is a project or an interim role.
Outcomes, approach, timeline and commercial terms, agreed before work starts.
Design, build and test with finance stakeholders, not in isolation. Issues are raised early and in plain language.
Training, documentation and support so the team can run it once I step back.
These are outcomes from employed roles, described here without client branding. Nothing below is a testimonial, and I have not added figures that were not part of that work.
Head-office team after automation at a UK retail concessions business of 100+ people. The business went on to have its most profitable year.
An automated sales reporting suite contributed to sales revenue more than doubling at the same business.
Saved by replacing manual self-billing, remittances, credit notes and reconciliations with controlled one-click outputs.
As Head of Trade & Data I led trade, data, finance systems and commercial operations, with three direct reports. Using TM1, Excel and Dynamics NAV, I automated work across finance, sales analysis, brand management and product enrichment so that, after Covid, work previously done by a 35-person head office could be run by four. The business went on to have its most profitable year.
I automated the monthly management account packs, board KPIs and sales reporting. The sales reporting suite contributed to sales revenue more than doubling. I also built automated sales and stock reports — best sellers and slow-moving lines — so brand partners could decide what to send without waiting for the team to tell them. That information had not existed before.
TM1 · Excel · Dynamics NAV · Management packs · Board KPIs
I set up and ran month-end, purchase-to-pay, billing, payroll, budgeting and reconciliations end to end, creating the processes from scratch. Journal postings were automated into Dynamics NAV from standard templates, which cut both the time taken and the number of errors.
The manual weekly upload of hundreds of self-billing invoices and remittances was replaced with an automated process. Earlier in the same business I had already replaced manual self-billing invoices, remittances, credit notes and reconciliations with controlled one-click outputs, saving hundreds of hours of work a month.
Dynamics NAV · Self-billing · Journals · Reconciliations · Month-end
After around five years implementing and developing Dynamics NAV / Business Central, I carried out the migration from NAV 2009 to Dynamics 365, including the data migration and testing, alongside the finance processes already built there.
Dynamics NAV · Business Central · Dynamics 365 · Data migration · Testing
I designed and built the US forecasting and budgeting system in IBM Planning Analytics / TM1 for around 30 users across 20+ venues and multiple business units, moving US financial data off inconsistent spreadsheets onto one controlled planning and reporting model. I owned that work end to end: discovery with stakeholders, requirements, design, build, testing, go-live, training and Level 2/3 support, coordinating finance, partners and vendors.
I also supported UK and US finance processes for budgeting, forecasting, payroll, ticketing and P&L reporting, provided production support for a large finance user base, and improved automated finance workflows using TM1, Excel, Power Query and wider automation tooling.
IBM Planning Analytics / TM1 · PAW / PAfE · Excel · Power Query · Training and L2/L3 support
I am a finance systems and transformation specialist with twelve years’ experience, based in London. I started as an apprentice, taught myself Cognos TM1 and advanced Excel, and progressed to Head of Trade & Data before moving into enterprise finance systems.
I like being given a problem without a predefined solution. I will get under the skin of how the work actually runs, find where the time and errors go, and design something simpler that people can adopt. I am as comfortable in TM1 rules, feeders and TurboIntegrator as I am in a requirements discussion with a finance director.
For more than three years I have used AI tools — including ChatGPT, OpenAI Codex, Cursor, Grok and Grok Bot — alongside Python, SQL and Power Query to speed up analysis, development, documentation and troubleshooting. I still own the quality of the output. If it is not right, it does not go in.
My finance systems experience also covers intercompany processes, FX revaluation and financial consolidation, and I build reporting in Power BI as well as Excel and TM1.
If you have a planning system to stand up, a close to automate, a migration to land, or you need an interim who can do the work as well as lead it, email Jonathan. Recruiters hiring for fully remote, outside-IR35 contract roles are welcome too.
CONTACT_EMAILThere is no form to fill in and no phone number on this site. A plain email is enough. Company and billing details will be confirmed in the engagement letter once we agree the work.