• Built and maintained integration services and automations using Python and Java, connecting internal systems to third-party platforms via REST/SOAP APIs (incl. Bullhom, Microsoft 365/Graph API, SharePoint, Companies House, Azure),

• Built a secure internal RAG chatbot (ChatGPT-style) for enterprise knowledge retrieval over internal data, implementing access-aware retrieval and grounded responses for end users.

• Engineered ETL/data pipelines for structured and unstructured data using Databricks and Azure Blob Storage to ingest, transform, validate and publish reporting-ready datasets.

• Developed backend services and APls (FastAPI/Django) to expose curated datasets and automate downstream worktlows, with strong validation, error handling and repeatable runs,

• Delivered finance reporting outputs including AR ageing, invoice exports, FX conversion, revenue reporting, and timesheets → invoicing datasets/exports used for reconciliation and operational oversight.

• Built Power BI dashboards with robust data modelling and advanced DAX, enabling stakeholders to self-serve trusted financial and operational insights.

• Delivered end-to-end internal applications (backend + frontend) from data model and APIs through to Ul and deployment.

• Built Python and TypeScript integrations with the Xero API to extract finance data (invoices, payments, contacts, bank transactions) and automate management reporting and cashflow outputs to support IPO readiness and leadership decision-making.

• Designed ETL-style pipelines (ingest → transform → validate → publish), landing curated datasets into SQL Server and distributing outputs via CSV and Power BI for self-serve reporting.

• Implemented data quality and reconciliation checks (completeness, variance/exception flags, duplicate handling) to improve reporting accuracy and consistency across finance outputs.

• Built and maintained Power BI dashboards (data modelling + DAX) on top of SQL Server datasets to deliver reliable finance and performance insights.

• Scheduled automated runs (daily/weekly) with monitoring and failure alerts, ensuring reporting delivery was dependable and recoverable.

• Produced version-controlled reporting/integration scripts and clear documentation to support maintainability, auditability and handover.

• Implemented role-based access to sensitive finance datasets/outputs, ensuring appropriate visibility across stakeholders.

• Streamlined workflows through automation and process redesign, contributing to a ~60% cost reduction within 6 months and improved data quality.

Supported UHNWI onboarding by gathering financial information, performing client profiling and suitability checks, and documenting outcomes under KYC/AML and regulatory standards.