I build the automation behind regulated finance operations.
I'm Tom. I build AI-augmented automation for the operational work in regulated finance: regulatory notes, accounts quality review, document workflows, mailbox triage, and the reusable tooling that ties them together. Six years in Luxembourg fund services across PE, Private Debt and Real Estate, now spent designing the systems that do the work instead of doing it by hand. This site is the evidence: a live CV, the patterns behind the work, and case studies of it shipping.
See the automation run, on synthetic data.
Point AI at the manual workflows underneath a finance desk. It surfaces what is unbooked, mismatched, or missing, builds the upload template, and drafts the counterparty email. The operator reviews and signs off; the human owns the decision. Click through a before-and-after process map and run it live.
Patterns I've worked through.
Sanitised. Employer name, entity names and figures removed. Notes on how I think about this kind of work in fund services.
Automated Regulatory Notes Generation→
A pattern for how a Claude skill can read a trial balance, identify entity type, and generate disclosure notes in a firm's chosen style. Tables, movement schedules, narrative.
Annual Accounts Quality Review→
How I think about pre-audit cross-checking. A pattern that takes annual accounts (PDF) and source reconciliation (Excel), checks every cross-reference between primary statements and notes, and flags inconsistencies before the auditor finds them.
Confidential Document Anonymisation→
A pattern for aggregating raw transactional share-register data into net positions per shareholder per share class, applying rule-based redaction for non-strategic shareholders, and producing print-ready Excel and PDF.
Cross-Platform Mailbox Intelligence→
A pattern for triaging email and meeting-transcript backlogs into prioritised morning briefings. Surfaces unanswered messages, follow-ups, and half-finished commitments, organised by priority and workstream.
Process Documentation & Knowledge Transfer→
Patterns for documenting payment and accounting workflows in a way new joiners can self-serve. Payment flow, exception handling, approval routing, recharge and intercompany cases.
Fund Accounting Platform Integration→
Patterns I've worked through during fund-accounting platform rollouts. Pref-share reconciliation logic, waterfall validation approaches, edge-case discovery.
AI Skill Architecture & Reusable Tooling→
A library of small, opinionated AI skill patterns. Notes generation, quality review, anonymisation, mailbox triage, classification. Each with deterministic inputs and outputs. From single-purpose skills to five-persona orchestration, see Projects.
Cross-system fund-data reconciliation architecture→
Designed a bridging architecture for reconciling two source-of-truth platforms in a fund-administration setting while the underlying master data model was still being scoped. Generic pattern. Proposed internally; not deployed.
End-to-end email automation→
An incoming message triggers an agent that fetches attachments, reads them, searches across knowledge systems, delegates research, and once the answer is well grounded drafts a reply and proposes which attachments to attach. A self-review loop runs the draft through a second model until it has no further comments, then hands a clean output to a human reviewer who owns the decision.
What I'm focused on this quarter.
A public note of where my head is right now, in the spirit of nownownow.com. I update it when things change, not on a schedule.
Six years in Luxembourg fund services.
Updated as roles, projects and credentials change. The condensed PDF version is on request.
- End-to-end SPV finance, statutory reporting, cash flows and investor distributions. Hands-on in fund-administration platforms. Construction and maintenance of waterfall models. LuxGAAP / eCDF annual accounts and BCL Annex IV filings.
- Payment automation across the SPV book: batch generation, exception routing, recharge / intercompany cases.
- Cross-system fund-data integration architecture.
- Task management workstream via MCP: Outlook + Monday.com wired into Claude Code through MCP.
Full-cycle accounting for management companies, funds, SPVs and GPs. NAVs, financial statements, CSSF/BCL regulatory filings. Drove process improvements through technology and structured methodologies.
Capital calls, distributions, OPEX payments. LuxGAAP financial statements. Audit coordination. Fund-administration platform import automation.
Asset confirmation and reconciliation for alternative investment funds. Depositary obligations and oversight duties. eFront reporting.
NAV calculations, financial-statement preparation, first-level controls and reconciliations. Year-end audit support.
Mostly non-fiction.
A curated shelf of standout books for each theme.
How operational excellence actually gets built and kept. Applies to finance ops as much as to engineering.
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The Checklist Manifesto Atul Gawande -
The Goal Eliyahu Goldratt & Jeff Cox -
The Phoenix Project Kim, Behr & Spafford -
High Output Management Andrew S. Grove
Encoding expertise into tools other people can use without becoming experts themselves.
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The Design of Everyday Things Don Norman -
Domain-Driven Design Eric Evans -
The Pragmatic Programmer David Thomas & Andrew Hunt -
Thinking in Systems Donella H. Meadows
Practical books on what current AI can and cannot do, and where it changes the work.
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Thinking, Fast and Slow Daniel Kahneman -
The Alignment Problem Brian Christian -
Prediction Machines Agrawal, Gans & Goldfarb -
Deep Learning Goodfellow, Bengio & Courville
Continuing the line my degrees started. International economics, capital markets, regulation.
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Advances in Financial Machine Learning Marcos López de Prado -
Systematic Trading Robert Carver -
Against the Gods Peter L. Bernstein -
This Time Is Different Reinhart & Rogoff
Six, used regularly.
If any of this is interesting, say hi.
Always interested in conversations about data engineering, automation, applied AI, multi-agent systems, knowledge engineering, agent infrastructure, especially where they meet regulated workflows.
Message on LinkedIn