Consulting for Financial Services and Coaching for Professionals in Finance

 

Consulting

Complex change in financial services demands more than templates and nice slide decks.

For financial firms and fintech that need a genuine senior expert.

I partner with banks, fintechs, and consulting firms to design and deliver risk, PMO, and regulatory initiatives that actually land — with clear governance, strong controls, and leaders who can communicate and execute.

Market Risk Advisory

An independent, senior-level review of your firm’s market risk frameworks, exposures, control and governance for fintechs and financial institutions.

Risk & framework assessment

VaR, Expected Shortfall validation and limit framework

Internal & ad-hoc stress testing design

FRTB, Basel III/IV, CCAR, EBA consulting

Exposure Review across asset classes

Risk policy & executive reporting

Regulatory submission support

Audit readiness & remediation

PMO & project delivery

Structure, clarity, and accountability for complex initiatives — from setup through execution. Built for financial services environments where governance and stakeholder management are non-negotiable.

PMO setup & frameworks

Project planning & execution

Governance & decision structures

Reporting & stakeholder management

Regulatory change

Navigate evolving requirements with a clear, practical plan. From gap analysis through implementation — with documentation that satisfies regulators and makes sense to your team.

FRTB readiness assessment

Gap analysis of controls

RAID log design and governance structures

Remediation planning

Implementation support

Compliance documentation

Executive presentations

Documentation & Process optimization

Risk policy and executive reporting written for people who actually read them – traders, CROs and regulators. Reduce friction, improve efficiency, and embed controls — without creating bureaucracy that slows your team down.

Control integration

SOPs & playbooks

Metrics & Limit calibration and monitoring

Risk Policy & Executive reporting

Risk appetite statement and Risk ID framework

How I work

I work on a fractional or project basis, collaborating closely with internal teams and stakeholders. Every engagement is structured, time-bound, and outcome-driven. Share your current challenge and I will outline a proposed approach and timeline.