Simple. Done Right.

And built around how you work.

The Analytical Last Mile

DATA, ANALYTICS & EXCEL SYSTEMS

I support accounting, finance, reporting, operations and risk teams, plus specialist financial services firms working in wealth management and lending.

The most common problem I solve is the analytical last mile: the gap between the data and systems a business already has, and the reporting, models and decisions its people actually need to make.

That gap is often filled manually. Skilled people spend hours copying, checking, reconciling and reshaping information instead of doing the work they were hired to do. This is where expensive human time, operational risk and avoidable delay accumulate.

I bring everything together into a controlled, automated pipeline that runs at the press of a button, creating the clean, structured foundation for reporting, forecasting, analytics and decision-making.

Built in Excel No SaaS fees Senior expertise at fixed project pricing

Financial data workflow from multiple sources through consolidation, validation, analysis and automated departmental outputs.


More from what you already have.

Your organisation has already invested in its people, their training and the technology they use. My work helps more of that investment reach the activities that create value.

Your analysts spend more time assessing performance, exposures and risk. Your operations teams spend more time managing exceptions and delivering for clients. You spend less time questioning the numbers and more time making decisions from them.

In simple terms, people spend more of their day doing the work they are there to do best.

Better use of expertise Stronger client delivery Confident decision-making

 


Built around the work.

I start with how your team operates and clear the path for the work they were hired to do and proud to deliver. Then I build around that.

I am a mathematician with extensive expertise in risk analytics. I work alongside your subject-matter expertise, not in place of it.

I work primarily in Excel and that’s a deliberate choice. You already have it. Your team already knows it. And I have built systems in it that became part of critical day-to-day work inside large organisations.

When Excel is not the right tool, I’ll tell you and connect you with the right people.

 


Yours to keep.

Everything I deliver stays with your team: the tools, the logic and the documentation.

You can inspect it, understand it and continue using it without me.

No lock-in. No monthly bills.

 


Where to begin.

People usually arrive with one of three problems:

A recurring process that consumes too much time or depends on too much manual work.

A critical spreadsheet or application that is fragile, difficult to maintain or impossible to hand over.

A decision they want to have backed by data.

The Services pages will take you to the most relevant starting point.

 


Phronesis.

(/froh-nee-sis/) Practical wisdom.

Not every problem needs a massive system.

But every decision needs to be yours.

Whenever it feels right.

Contact: info@phronesis-solutions.com.

Initial calls are scheduled for 30 minutes. Most take 15–20.

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