AI-enabled Finance strategy and implementation for major international organisations
Private sector — trading and commodities · Fully anonymised
What needed to change
Design and help deliver an AI-enabled Finance strategy, including executive alignment workshops and a structured programme for Finance AI implementation across the Finance function.
My role
Owned
- Multiple Finance AI strategy and implementation projects as programme manager
- Preparation and delivery of Finance strategy labs and digital AI labs
- Use-case identification and prioritisation
- Value articulation and executive reporting
- Activation roadmap development
Supported
- Design of the AI-enabled Finance strategy
- Client-side Finance leadership engagement
- Governance and operating-model design elements
Complexity
- Large, globally operating organisation with complex Finance function
- Multiple Finance sub-functions with distinct AI readiness and appetite
- Senior stakeholders including CFO and Finance leadership team
- AI governance and responsible-implementation requirements
- Operating-model implications across FP&A, Treasury and Finance Operations
Stakeholders
CFO and Finance leadership team, Finance sub-function leads (FP&A, Treasury, Finance Operations), Deloitte engagement team including partners and directors.
How I approached it
- 1.
Frame
Defined the Finance AI opportunity landscape through process analysis, use-case mapping and executive interviews.
- 2.
Structure
Designed the Finance strategy lab format and content for executive-level engagement and practical outputs.
- 3.
Align
Facilitated Finance strategy labs and digital AI labs with senior Finance leadership.
- 4.
Govern
Supported definition of AI governance, ownership models and operating-model implications.
- 5.
Deliver
Moved selected use cases into implementation programme management.
- 6.
Track and adapt
Maintained activation roadmap and adjusted implementation sequencing based on organisational readiness.
Outputs and outcomes
Verified outputs
- Multiple Finance strategy labs delivered (confirmed in CV)
- Finance AI strategy and implementation projects owned as programme manager (confirmed in CV)
Quantified outcomes are not currently confirmed for public disclosure.
Interpretation
This case demonstrates practical, organisationally grounded AI work — connecting Finance process understanding, operating-model design and responsible governance.
AI and governance
The engagement explicitly addressed AI governance, ownership models and operating-model implications — recognising that responsible AI adoption depends on clear accountability, trusted data and adoption planning.