CCAB-qualified (CGMA, ACMA), CISA-certified and holding an MSc in Accounting & Finance. Over ten years across councils, a £bn+ regulated rail network and a growing commercial practice — translating financial position into strategic advice for Section 151 Officers, leadership teams, Cabinet and scrutiny. Differentiated by hands-on finance transformation: Power BI, SQL, Python and practical agentic AI applied to forecasting, stress-testing and monitoring.
A working command of the local authority funding model end to end — from the comprehensive settlement through to the balanced budget and s114 risk. Six registers, one standard of evidence.
MTFS/MTFP cycles, assumption modelling, revenue budget setting, centrally controlled and contingency budgets, fees and charges, reserves commitments and drawdowns, in-year monitoring, year-end forecasts, savings delivery, balanced-budget and s114 risk management. MTFSs114contingency
Funding settlements, business rates — retention, targets, Growth and Investment Zones — funding formulas, council tax setting and yield, grants, Dedicated Schools Grant and demand-led pressures. Rates retentionDSGSettlements
Capital strategy and pipeline prioritisation, Prudential Code statutory indicators, Capital Financing Requirement, Authorised Limit and Operational Boundary monitoring, scrutiny and audit-ready governance. Prudential CodeCFRAL/OB
Green Book appraisal, option analysis, cost-benefit and whole-life costing, value-for-money challenge, funding-gate and financial-close readiness — taking multi-million-pound schemes through approval. Green BookNPVVfM challenge
Daily treasury cash-flow and liquidity management, money market and deposit investment proposals under the CIPFA Treasury Management Code, MRP modelling, borrowing strategy, capital receipts, financing-cost sensitivity and Level 3 payment authorisation. LMFAMRPLevel 3
Trusted adviser to S151 Officers, CLT, Cabinet and scrutiny; regulator and external audit engagement; clear communication of contentious financial positions — challenging constructively and protecting value for money. S151 adviserScrutinyAudit
Leads financial planning, investment appraisal and governance across the council's capital and operational portfolio, reporting to the Service Director for Financial Management and advising the Corporate Leadership Team, Cabinet and scrutiny.
MTFS · funding & income forecasting · treasury · Prudential Code · Green Book · Level 3 authorisation
Senior corporate finance role across the full MTFS cycle for a large unitary authority: budget setting and revenue monitoring, funding and income forecasting, and strategic planning — owning centrally controlled budgets, reserves strategy and fees and charges alongside a £250m+ capital programme.
MTFS · contingency · reserves gatekeeping · IFRS 9 · unqualified audit opinion
Financial leadership and investment governance for a £bn+ transport infrastructure portfolio under Office of Rail and Road regulation, across two of the UK's busiest stations.
ORR price controls · investment panels · ARUP assurance · PCR2015
Financial and commercial leadership for a growing professional-services firm, reporting to the partners.
controls from inception · Xero automation · Corporation Tax & VAT · profitability analytics
A nine-year career at National Grid (Ofgem-regulated): critical national infrastructure, budget management and compliance. Earlier: NHS secondment to the NEL Commissioning Support Unit; Head of Systems at BB Consultanta Ltd.
Agentic AI is not a buzzword here — it is an engineered practice. I am actively building products that support local-government finance objectives, and I run the same discipline over my own stack: Power BI, SQL, Python and local-inference AI applied to forecasting, stress-testing and monitoring.
A cost-recovery tool for councils: bring policy, legislative and cost inputs together to set and defend the fees and charges income budget — the workstream I convened annually at West Northamptonshire.
Reserves strategy made auditable: commitment forecasting, drawdowns and transfers with a full audit trail over one of an authority's most scrutinised balance-sheet positions.
An AI-supported capability quantifying inflation, demand and funding-formula shocks against reserves adequacy and balanced-budget risk — feeding the MTFS conversation with evidence, not adjectives.
Power BI, SQL and Python pipelines that automate financial analysis and lift reporting accuracy: single versions of the truth used at Board, scrutiny and — at Network Rail — by the regulator's assurance provider.
CIPFA Prudential Code and Treasury Management Code · the Fairer Funding Review and business rates reforms · funding formulas and settlements · MTFS modelling · Green Book appraisal · Standing Financial Instructions · reserves policy and s114 risk management.
If you lead a capital programme, an MTFS or a finance transformation, I bring the command of the funding model, the governance discipline and the applied-AI capability to move it.