Treasury & Transformation Consultant
Decades of expertise in Agile transformation, treasury operations, and strategic change management for investment banks, fintechs, and consultancies across the UK, Europe, Africa, and the Middle East.
Start a ConversationExpertise
End-to-end treasury solutions including desk establishment, system implementation, and front-to-back office transformation. Forex, derivatives, securities, and cryptocurrency expertise.
Comprehensive Agile adoption from maturity assessment to methodology transition. Specialising in Scrum, Kanban, and hybrid frameworks with hands-on coaching and JIRA/Confluence implementation.
Strategic change initiatives addressing the human aspects of transformation—processes, systems, technology, roles, and organisational structures with proven methodologies.
Navigate the evolving regulatory landscape with expertise in MiFID II, EMIR, and emerging compliance requirements. Risk mitigation strategies that drive business growth.
Bespoke courses on treasury products, forex, money markets, and derivatives. Designed for project managers, business analysts, and new hires entering financial services.
Strategic guidance on establishing offshore centres, branch harmonisation, and organisational design for global financial operations.
Exclusive Creation
The Operating System for Post-Project Organisations
Project management is dying. Your organisation spends 20–40% of its budget on coordination overhead—meetings, status reports, approval chains, syncing calendars. This is the coordination tax.
OrbaOS treats coordination as a systems problem, not a people problem. AI handles sensing, routing, and routine decisions. Humans handle meaning, ethics, and strategy.
Ethical and strategic commitments guiding autonomous systems
How work moves from inception to delivery
AI systems that sense, decide, and coordinate
Where distinctively human contribution happens
Portfolio
Strategic Transformation
Comprehensive study examining how artificial intelligence is transforming technology, competition, and operations across European financial institutions. Strategic recommendations for future-proofing banking infrastructure.
Treasury Implementation
Strategic business case development and implementation for a new foreign exchange derivatives trading desk, enhancing transparency through hybrid frameworks.
Regulatory Compliance
Full regulatory compliance project ensuring alignment with MiFID II and EMIR requirements across trading operations and reporting systems.
Change Management
Complete transformation of treasury operations from front office through back office, addressing technology, processes, and organisational change.
Global Operations
Multi-branch treasury harmonisation project for a major bank, standardising operations across European and Middle Eastern locations.
Agile Transformation
Led Agile transformation for a major London bank's IT department, implementing new methodologies and coaching teams through the transition.
Offshore Development
End-to-end project for establishing an offshore centre in India for financial services integration, including target operating model design.
Professional Training
Comprehensive training materials covering foreign exchange and money market operations for financial services professionals.
AI Strategy
Analysis of how AI is transforming banking technology, competitive dynamics, and operational efficiency across the financial sector.
All projects subject to confidentiality and NDA. Currently consulting at Zanders Group.
About
Over three decades in senior managerial roles, I've worked with global financial institutions, technology vendors, liquidity providers, and consultancy firms. My expertise lies in delivering complex IT and business solutions, particularly in the banking sector.
My deep understanding of financial markets—including Forex, Derivatives, Securities, and Cryptocurrencies—allows me to bridge the gap between technical solutions and business needs. I've developed robust risk mitigation strategies and have a track record of implementing solutions that drive business growth.
Fluent in Italian and English with professional French, I bring a global perspective refined across five continents and multiple industries.
Why Work With Me
01
An impartial view unconstrained by organisational culture, revealing inefficiencies and opportunities that internal teams may overlook.
02
Deep expertise in narrow domains—from cutting-edge financial technology to specific regulatory requirements that demand focused attention.
03
Support for major projects or demanding periods without the long-term investment of permanent hires.
04
Exposure to diverse clients provides benchmarks and proven strategies that keep your organisation ahead of the curve.
05
Navigate organisational dynamics and internal politics to achieve smoother transitions for significant changes.
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Third-party perspective less tainted by internal biases for sensitive matters and strategic decision-making.
Project management is dying. OrbaOS is an operating system for post-project organisations where AI handles coordination and humans focus on what matters. Eliminate the 20-40% coordination tax with autonomous systems designed for human flourishing.
AI-powered tools to help professionals navigate complex challenges in finance and project management. From RFP generation to treasury analysis.
Visit Berta.aiExploring the future of work, autonomous coordination, and how organisations evolve beyond traditional project management.
Listen on SpotifyIn-depth articles and essays on autonomous coordination, AI in organisations, and the transformation of work.
Read on MediumGet in Touch
Whether you're planning a treasury transformation, navigating regulatory change, or seeking Agile expertise, I'm here to help your organisation succeed.
Location
London, UK
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