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Experience atOmnicom Group

Driving financial systems and automation across global teams.

Builder ofEnterprise AI Systems

AI agents, audit workflows, and decision intelligence at scale.

Based inNew York City

Building systems for enterprises around the world.

© 2026 · New York City
All enterprise work

Enterprise implementation case study

Working capital decisioning.

A finance operating view that connects receivables, payables, cash, and working-capital signals to the questions operators need to answer.

FP&AERP dataPlanning AnalyticsDatabricks
Ask the project copilotGrounded in this public-safe case study.

Business problem

What people needed to solve.

Working-capital decisions often arrive after the data is fragmented across operational and financial systems, making it difficult to distinguish a cash issue from a data-quality or timing issue.

Decision frame

Questions the work needed to answer.

  • Where is cash tied up and why?
  • Which aging, payment, or inventory movements need intervention?
  • What is the decision owner and what evidence supports the action?
Illustrative operating flowNo internal data, configuration, or client detail.
ReceivablesPayablesCash signals

Operating layer

Aging + exception reviewDecision support with review and ownership.
Scenario viewAction ownerDecision evidence

Implementation

From the business problem to a working operating model.

Connected finance and operating inputs into a reviewable working-capital view with recurring exception, aging, and scenario workflows.

  1. 01

    Mapped source data into common working-capital views.

  2. 02

    Created an exception-oriented workflow for movement, aging, and scenario review.

  3. 03

    Structured commentary so finance leaders can move from headline to contributing detail.

Controls, approvals, and delivery constraints

The work around the work.

Enterprise systems change only when data, access, testing, ownership, and evidence move together.

  • Reconciliation checkpoints were required before information was used for management review.
  • Definitions, timing, and scenario assumptions stayed visible to avoid false precision.
  • Access and release decisions followed the existing finance control model.

Public-safe outcome

A repeatable decision process that turns working-capital data into owned actions rather than a passive report.