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Jason Hale

Fractional Advisor for Financial Strategy, Regulatory Reporting & Transformation

Fractional Advisor Headshots (8)

Profile Summary

Jason Hale is a proven senior executive leader, former Managing Director at Deutsche Bank, and seasoned transformation architect with over 25 years of experience in CFO, regulatory reporting, financial transformation, and technology enablement within leading global banks. With a unique blend of front-office insight, regulatory expertise, and deep operating model knowledge, Jason is ideally suited to support banks and financial institutions as a fractional advisor, particularly during phases of cost rationalisation, risk re-architecture, and digital transformation. Jason also spent a number of years in India and has extensive knowledge of the local market, location strategy and process optimisation,

He brings a strong track record of leading global teams (800–1,400+ FTE), managing €70M+ budgets, and driving multi-million-euro savings through strategic change, automation, and agile execution.

 

Key Areas of Advisory Impact

Regulatory Reporting & CFO Strategy
Led Deutsche Bank’s financial regulatory reporting transformation across 5,000+ reports and 100+ applications, aligning group and local frameworks and ensuring multi-jurisdictional compliance (CRR3, IFRS9, CCAR, EBA, UKPRA, etc.).

 

Transformation & Cost Optimisation
Delivered €10M+ in cost savings via automation, vendor rationalisation, architecture decommissioning, and Agile/AI adoption. Designed Target Operating Models and restructured delivery to improve risk control and compliance metrics.
Global Finance Operations & People Leadership

As CFO Head for India, he scaled finance operations to 1,400+ FTE, reduced attrition from 20% to under 10%, improved diversity, and delivered €50M in cost savings through location strategy, standardisation and technology enablement.

AI, RPA & Data Strategy in Finance

Early adopter of AI and Machine Learning for CFO reporting and validation. Implemented advanced automation using Alteryx, Blue Prism, Tableau, and RPA to improve data integrity and reduce reporting errors, for example 200k+  in Spain alone.

Governance & Risk Management

Built and embedded robust control frameworks that ensured regulatory compliance, license to operate and eliminated fines. Delivered scalable frameworks for common reporting and control, enhancing regulatory confidence and operational resilience.

Cultural & Organisational Design

Led people and culture initiatives across global teams, launched reverse mentoring and wellness programs, and redesigned CFO location strategy to streamline service hubs globally (e.g., Mumbai, Pune, Jacksonville).

Ideal Fractional Engagements

Interim CFO / Chief Transformation Officer

Bridging executive gaps and driving strategic change during periods of realignment or major transformation.

Regulatory Reporting Advisor

Providing oversight and strategic input on global and local regulatory requirements, reporting architecture, and compliance models.

Operational Risk & Control Strategist

Supporting finance, middle office, and CRO teams in re-architecting frameworks for reporting assurance and operational excellence.

AI & Automation Evangelist for Finance

Guiding adoption of ML, RPA, and data platforms in complex CFO and risk environments.

Board & Executive Committee Advisor

Advising senior leadership on transformation roadmaps, performance strategy, and cross-border finance optimisation.
Fractional Advisor Headshots (9)

Professional Highlights

  • 20+ years at Deutsche Bank across CFO, COO, and transformation roles
  • Global leader across regulatory compliance, finance technology, and cost governance
  • Delivered major transformation programs touching the UK, US, EMEA, India, and APAC

ACMA qualified with a BA in Economics & Politics