I'm Tom. I work in controlling for alternative funds in Luxembourg. Six years in fund services across PE, Private Debt and Real Estate. Below is a CV that updates as the work does, a set of patterns I've worked through, and a place to put down what I'm figuring out about data engineering, automation and applied AI in regulated finance.
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.
Sanitised. Employer name, entity names and figures removed. Notes on how I think about this kind of work in fund services.
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.
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.
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.
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.
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.
Patterns I've worked through during fund-accounting platform rollouts. Pref-share reconciliation logic, waterfall validation approaches, edge-case discovery.
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.
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.
Updated as roles, projects and credentials change. The condensed PDF version is on request.
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.
Themes I keep coming back to. A proper bookshelf with titles will go here once I've trimmed the list.
How operational excellence actually gets built and kept. Applies to finance ops as much as to engineering.
Encoding expertise into tools other people can use without becoming experts themselves.
Practical books on what current AI can and cannot do, and where it changes the work.
Continuing the line my degrees started. International economics, capital markets, regulation.
Designed and written in the open. Type set in Instrument Serif for display, Inter for body, and JetBrains Mono for the small machine voice. Built with Astro 5, two tiny React islands, and self-hosted woff2. Zero CDN, zero analytics, zero cookies.
V3 of this site was built by DevSwarm, the five-persona Claude Code orchestrator described in Projects.
Personal site. Opinions my own. Nothing here is investment advice or a commercial offer.
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