Financial models
Review conceptual soundness, source data, implementation and outcomes across treasury, balance-sheet, planning, credit, valuation and capital models.
Model validation
Know where the model holds. And where it does not.
Validation informed by experience leading a bank’s model-risk function and examining models across financial institutions. Assess the model in the context of the decision it supports.
Discuss an engagementCredit & machine learning
Assess assumptions, feature construction, statistical performance, stability and limitations in scoring, default, loss and forecasting models.
Agentic AI systems
Test the full workflow: model behavior, retrieved evidence, tool permissions, decision boundaries, failure handling and human review. Evaluate repeatability and the quality of the final output.
Findings that support action
Document the issue, its effect on the model’s intended use and the evidence behind the finding. Define proportionate remediation and monitoring.
What you receive
An independent assessment of model fitness, material limitations and prioritized remediation. Validation assignments are scoped to preserve independence from development work.
Relevant financial experience.
Selected work from Adam’s prior roles and individual projects.
Credit portfolio valuation
Underwriting recoveries in distressed consumer debt.
Portfolio waterfall models and recovery analysis across charged-off consumer credit and other distressed receivables.
Read case study Independent model validationChallenging the models behind bank decisions.
Validation leadership across treasury, balance-sheet and regulatory-capital models for major North American banks.
Read case studyDiscuss your engagement
Email Adam[email protected] · Opens your email application.