The biggest wins live in the work people still do manually.
Operations transformation × AI automation for finance operations teams. Twenty years at Brown Brothers Harriman, Euroclear, Deutsche Bank, and AXA — now rebuilt around modern AI tools and shared with the people doing the work.
A pivot, not a reinvention.
Twenty years inside financial services operations taught me one thing: the biggest wins live in the work people still do manually.
I spent two decades leading transformation programs at Brown Brothers Harriman, Euroclear, Deutsche Bank, and AXA. Lean Six Sigma audits, SOX remediations, regulatory programs across twelve jurisdictions, offshore team transitions, and the steady, unglamorous work of moving financial operations from manual to automated, from reactive to controlled.
In the last eighteen months, something changed. The tools changed. AI and low-code automation made it possible to deliver in weeks what used to take quarters. I rebuilt my own workflow around it — Lean Six Sigma combined with Claude API, Make.com automation, and Power BI dashboards.
MH Operations & AI Consulting is the result: bringing that combination to operations teams in financial services. Same principles, modern tools, evidence-led delivery.
Two decades of programs, three numbers that paid for the work.
operational risk exposure reduced across three major programs
process efficiency gained, measured cycle-time and throughput
manual work eliminated through automation and process redesign
Figures aggregated from transformation programs at BBH, Euroclear, Deutsche Bank, and AXA. Available on request as case-study summaries (anonymized).
Five places where Lean meets AI.
Operational audits with automation roadmaps
Lean Six Sigma audits that produce concrete automation opportunities, ranked by ROI and implementation effort.
AI implementation for finance ops
Claude API integration, custom GPTs, prompt engineering frameworks tailored to your team's existing workflows.
Low-code automation
Make.com, Zapier, n8n implementations. End-to-end process flows connecting your operational stack without engineering effort.
Power BI dashboards & reporting
PL-300 certified delivery. Operational KPI dashboards, DAX modeling, executive reporting that actually gets read.
Workshops & training
Hands-on sessions for operations teams. Lean fundamentals, AI integration, prompt engineering for finance ops contexts.
Templates from the working week.
AI Prompt Library for Finance Operations
Seventy-five battle-tested prompts I use every week, organized by category and tested with Claude, GPT-4o, and Gemini. Saves 8+ hours per week of repetitive documentation, audit prep, SLA analysis, and reporting work.
- SOX controls & compliance, SLA analysis, root cause
- Process mapping, SOPs, KPI reporting
- Audit prep & vendor management
- Notion template + 12-page PDF Quick Start guide
- 14-day refund, free updates for 12 months