Daniel Walsom

Financial Services strategy professional with five years in top-tier consulting (PwC), advising Group Executives and functional leaders across banking, FinTech and wealth. I reframe complex commercial problems, lead end-to-end cross-functional problem-solving, and build the financial models, investment cases and market analysis that underpin strategic recommendations and transactions. Experienced across business banking and wealth, with hands-on commercial due diligence and post-merger integration, peer benchmarking and Board-quality materials that influence senior stakeholders.

Senior Consultant - Strategy, Financial Services at PwC (2023-01 – Present)

• Enterprise Commercial & Channel Strategy - Major African FS Group: Shaped commercial and channel strategy and a multi-year roadmap across retail and business banking, insurance and wealth, following a group-wide current-state assessment to identify growth and optimisation opportunities.
• Defined the proposition, market sizing and commercial success metrics (funnel optimisation, market share, revenue per client) for a new digital platform, leading work across Product, Technology and Commercial.
• Commercial Due Diligence & Market Entry - Multinational Neobank, EMEA: Led commercial due diligence supporting a market-entry decision, assessing demand, competitive intensity and commercial viability across payments, merchant services, embedded finance and lending.
• Built the market analysis and recommendation - priority verticals, partnership routes and a phased plan — to inform the transaction and investment case.
• Group Strategy & £35m Investment Case - Top UK Insurer & Asset Manager: Advised Group Execs on a 3-year strategy and investment priorities, building the financial business case and Board materials that secured approval for £35m+ of investment.
• Carve-Out & Post-Merger Integration - Top-10 Global FMCG: Supported carve-out execution and post-transaction integration, using structured (COM-B) analysis to identify operating, governance and cost-reduction opportunities and embed a scalable post-separation model across EMEA.
• Board Thought Leadership - Market, Competitor & Industry Trends: Maintained peer benchmarking and synthesised industry, competitor and customer trends into Board-quality executive materials used in Board away-days to guide strategic decisions.
• Digital Transformation - Leading UK Private Bank (COO): Shaped the roadmap, business case and target operating model for a £10m+ transformation, redesigning decision rights, governance and controls to manage delivery risk across business and technology teams.
• Other PwC engagements: Technology & AI strategy for a global Tier 1 bank; c.$4.8bn growth and go-to-market strategy for a global insurer; data-driven customer analytics for a UK retail bank; and product strategy and OKRs for a global digital banking platform built with Microsoft.

Senior Analyst - Strategy & Operations (High-Growth Tech Scale-up) at Meero (2021-09 – 2022-09)

• Built commercial and market-entry models for new geographies (Greece, Saudi Arabia) supporting a 35% uplift in partner acquisition, and designed performance dashboards that lifted partner satisfaction 75%+.

BA (Hons) in French with International Relations – University of Bristol (2015-09 – 2020-07)