A track record built across financial services, healthcare, manufacturing and public institutions.
SELECTED CASE STUDIES
Two examples from earlier career engagements, based on written professional references and first-hand accounts. Organisations and individuals are not identified in these summaries.
Approximately 75% of previously manual position entries uploaded automatically, giving the team more time to investigate discrepancies.
Tamás initiated IT involvement to develop an FTP-based upload and automatic reconciliation process. The solution received structured data from external providers and matched it against the custodian’s recorded holdings using agreed identifiers.
Read the full case study →Lead business analysis for distributing customer data across five platforms, supporting the official country launch of a new combined investment offering.
A new bundled investment product brought together investment banking, financial advice, reporting, customer support and back-office services. Its launch required the right customer data to reach five different platforms, including a data warehouse and front-office tools, alongside an interface designed for bank-branch staff.
As lead business analyst, Tamás ran workshops across at least seven departments to establish how the central customer-data source should distribute information. He defined synchronous and asynchronous integration needs and API requirements, modelled interactions using UML, and contributed to the branch-user interface design. Requirements were developed within an iterative waterfall delivery approach.
The product reached its official country launch as a new combined offering for the bank. Tamás’s analysis supported the customer-data integration and branch-user requirements needed to bring the services together.
SELECTED EXPERIENCE
Selected engagements from the founder’s career across public institutions, healthcare, manufacturing and financial services.
Apr 2026–present
ENERGY MANAGEMENT & AUTOMATION
2024–2026
PUBLIC SECTOR & INTERNATIONAL DEVELOPMENT
Sep 2023–present
OWNER-MANAGED BUSINESSES
Process modelling, gap analysis and business case preparation for smaller organisations, using AI prompt engineering to support analysis and solution design.
Nov 2022–Sep 2023
MANUFACTURING
Apr–Nov 2022
GLOBAL HEALTH
Business process mapping, requirements, user stories and acceptance testing for a new tool supporting portfolio and project management.
Jan 2021–Apr 2022
MEDICAL TECHNOLOGY
Service Cloud requirements and process improvements, with support for an EMEA telephony rollout and a customer service chatbot solution.
Jan 2020–Jan 2021
HEALTHCARE TECHNOLOGY
Backlog management, value stream mapping and user story mapping for medical service processes, supported by business and system process modelling.
Mar 2019–Jan 2020
EUROPEAN PUBLIC INSTITUTIONS
Process modelling, gap analysis, feasibility assessment and requirements specification for replacing an Oracle Forms back-office system.
Feb–Dec 2018
WEALTH MANAGEMENT TECHNOLOGY
Stakeholder workshops and requirements for wealth and asset management solutions, with UML modelling to clarify business processes and system interactions.
Apr 2014–Jul 2017
FINANCIAL SERVICES
Requirements, interface analysis and data distribution specifications for investment products, followed by requirements traceability and integration changes for client tax reporting.
Mar 2013–Jan 2014
FINANCIAL SERVICES
Business analysis and backlog support for a global collateral management dashboard, with integration requirements and UAT coordination for users across London, Hong Kong and New York.
Financial data management and process automation at Bloomberg, Citi and Capita; enterprise process mapping and disaster recovery work at KBC and IBM; and SAP data reconciliation at ExxonMobil.
Let’s discuss the business context and where you need support.