Senior advisory at the intersection of enterprise performance management
and artificial intelligence. Turning complex data into decisions that move the needle.
Enterprise-grade financial intelligence and AI transformation — purpose-built
for organisations that demand precision, auditability, and strategic edge.
Financial Planning, Budgeting & Forecasting
Oracle · NetSuite · AI-Augmented EPM
Artificial Intelligence & Machine Learning
Strategy · Agentic Systems · MLOps · FinOps
NetSuite Planning & Budgeting
End-to-end NSPB deployments — driver-based models, workforce planning, rolling forecasts and multi-entity consolidation.
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Oracle PBCS, EPBCS & Essbase
Full lifecycle implementation, optimisation and managed services for Oracle's cloud and on-premise planning platforms.
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AI Financial Planning & Analytics
Natural-language variance analysis, anomaly detection, and predictive scenario modelling augmenting your EPM stack.
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Enterprise AI Strategy & Leadership
Board-ready roadmaps, governance frameworks, and P&L-aligned AI adoption programmes that translate technical initiatives into business outcomes.
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Agentic Workflow Design & MLOps
Design and deploy multi-agent systems, production ML infrastructure, FinOps cost governance, and responsible AI frameworks at enterprise scale.
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Build with Agentic AI
From agentic product design to semi-autonomous company deployment.
Governed by the Force-Field Protocol: FORCE for what an AI says,
FIELD for how an agent is deployed, controlled, and held accountable.
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AI Governance
Force-Field Protocol
Spin State Labs' AI hygiene and governance standard. Two composable layers that constrain what AI says and who AI is.
FIELD wraps FORCE. Every FIELD manifest declares a runtime_protocol block (default: FORCE preset “analysis”). Runtime and design-time compose - never mutually exclusive.
Claude Code plugingithub.com/SpinStateLabs/Force-Field →
Senior technology and finance executive with deep expertise in enterprise
performance management, AI transformation, and quantum photonics R&D.
Based in Waterloo, Ontario, Canada.
📊
Advisory Practice
FP&A · AI Strategy · Agentic Systems
Enterprise EPM implementations, AI-augmented financial planning, and
agentic workflow design for organisations demanding precision and strategic edge.
Oracle, NetSuite, and AI-first delivery.
⚛
Spin State Labs R&D
Quantum Photonics · Long-horizon
Building PhotonQ — a consumer-grade photonic quantum device platform for hobbyists,
developers, and researchers. Waterloo, Ontario, Canada's innovation corridor.
Available for advisory engagements, implementation projects, and strategic AI transformation programmes.
Based in Waterloo, Ontario — serving clients globally.
Over 150 NSPB implementations delivered as Consulting Technical Manager
at NetSuite — spanning every major vertical and complexity level. From
initial scoping and gap analysis through go-live and knowledge transfer,
each engagement is built around a clear statement of work and a solution
architecture tailored to the client's planning cycle.
Solution specialisations:
→Driver-Based Planning — dynamic models where operational assumptions flow automatically through P&L, balance sheet, and cash flow.
A 25-year track record across Oracle's complete EPM portfolio — from
on-premise Hyperion Planning and Essbase through to cloud-native PBCS and
EPBCS. Engagements range from greenfield implementations and major version
migrations to long-term managed services and performance tuning.
→PBCS & EPBCS — full lifecycle cloud EPM: financial, workforce, capital, and project planning modules with narrative reporting.
→Essbase — application architecture, block storage / ASO tuning, calc script optimisation, and ETL integration for high-volume multidimensional models.
→Profitability & Cost Management — activity-based costing, allocation modelling, and transfer pricing for complex organisational structures.
→EPM Managed Services — onshore, onsite, and remote tiered support with SLAs, on-call coverage, and business-cycle guarantees.
→Notable clients — major airport authorities (treasury bond forecasting, capital & construction planning), Canadian airline operators, national retail chains, and chemical manufacturers.
25+
Years Oracle EPM
Cloud
PBCS · EPBCS
SLA
Managed services
3
Oracle certs held
Service 1 · AI/ML for FP&A
AI & ML for Financial Planning
Combining two decades of EPM expertise with applied machine learning —
delivering intelligent planning systems that go beyond static models.
Published author of Machine Learning for Financial Planning, Budgeting,
and Forecasting and inventor of a patented Markov Decision Process–based
forecasting agent, with production deployments in airport finance, retail, and capital markets.
→Intelligent Performance Management — embedding ML models directly into planning cycles for self-adjusting forecasts, anomaly flagging, and automated variance commentary.
→Auto-Predict & Advanced Predictions — deploying Oracle's statistical engine alongside custom ML models for multi-horizon forecasting with confidence intervals.
→Markov Decision Process agents — reinforcement-learning agents that model financial planning as sequential decision problems — used in long-term debt forecasting and capital allocation.
→Financial data science — graph theory, Monte Carlo simulation, scenario optimisation, and applied data science techniques integrated with Oracle and NetSuite platforms.
Patent
MDP forecasting agent
Published
ML for FP&A author
UC Berkeley
AI credential
Prod.
Live deployments
Service · AI & ML
Enterprise AI Strategy & Leadership
Modern organisations face a widening leadership gap: senior technologists who
can deliver at scale but struggle to translate their expertise into boardroom
value. Effective AI leadership means operating fluently across both domains —
driving transformation from the inside out.
What this service delivers:
→Business outcome translation — turn complex technical programmes into clear P&L impact, ROI models, and executive narratives that secure funding and alignment.
→Enterprise-scale AI adoption — lead organisation-wide AI initiatives with financial discipline, ethical governance frameworks, and responsible deployment standards.
→Board & investor communication — structure and deliver technology strategy in the language of the boardroom: revenue, risk, and ROI — building the confidence of senior stakeholders.
→Digital transformation leadership — manage enterprise-scale change programmes that integrate AI into core business processes without disrupting operational continuity.
→High-stakes decision making — structure rapid, confident decisions under uncertainty — from investment prioritisation to crisis response in complex AI deployments.
Strategy
Board-ready roadmaps
P&L
ROI modelling
Ethics
AI governance
Change
Org transformation
Combining deep technical fluency with strategic, financial, and organisational
expertise — positioning technology leadership as a board-level competitive advantage.
Service · AI & ML
Agentic Workflows & MLOps
Agentic AI systems are redefining what automation can achieve. Unlike rule-based
workflows, multi-agent architectures reason, plan, and act autonomously across
complex, multi-step processes — from FP&A pipelines to autonomous close cycles
and self-correcting forecasts.
What this service delivers:
→Agentic workflow design — architect multi-agent systems that coordinate LLMs, tools, and data sources to execute end-to-end business processes autonomously and reliably.
→MLOps & platform engineering — build production-grade ML infrastructure: model versioning, drift monitoring, retraining pipelines, and deployment governance that scales with the enterprise.
→FinOps for AI — optimise the unit economics of AI infrastructure, aligning cloud spend, GPU allocation, and inference costs to P&L targets and board-level financial strategy.
→Responsible AI implementation — embed fairness, auditability, and compliance into agent architectures from the ground up — not as an afterthought.
MLOps
Production pipelines
FinOps
AI cost governance
Agents
Multi-agent systems
Scale
Enterprise-ready
From strategy through to running agents in production — the full stack,
integrated with your existing EPM and financial infrastructure.
Service · AI & ML
Build with Agentic AI
Move beyond strategy into execution. Design and ship agentic AI systems,
semi-autonomous operational workflows, and AI-native products, governed by
the Force-Field Protocol: one manifest per agent declaring who it acts for,
what it may do, and what stops it.
Agentic AI Product Design
End-to-end design of AI agent systems — from capability scoping and tool selection through multi-agent orchestration, memory architecture, and safe autonomous action in production environments.
Semi-Autonomous Company Deployment
Architect organisations where AI agents handle routine operations autonomously while humans retain strategic control. Covers operational handoffs, exception escalation protocols, and governance frameworks for AI-heavy business units.
Autonomous Company Tasks & Workflows
Map and deploy AI agents to own complete business workflows end-to-end — from data ingestion and decision-making through to execution and reporting. Covers task decomposition, agent handoff protocols, exception handling, and human-in-the-loop checkpoints that scale from individual task automation to fully autonomous business units.
FORCE is the runtime prompt protocol: five constraints (Forbid Flattery, Oppose Premise, Reference Sources, Chain-of-Thought, Express Uncertainty) that neutralize sycophancy and hallucination on a single response. FIELD is the governance manifest for agentic AI: one schema-validated file per agent covering Federated, Identity, Enforcement, Ledger and Delegation. As of v1.1, a Claude Code Enforcement Gate enforces part of it (kill switch, protected paths, irreversible-action deny patterns, a per-session tool-call budget, and a hash-chained ledger); Federated, Identity and Delegation remain declared, not enforced.