The Finalysis Approach
At Finalysis, we focus on capturing and managing your true net position.
We start by assessing your overall aggregate and net corporate positions, then ensure liquidity and currency are managed at the lowest cost and risk.
We review reports, banking structures, borrowings, rates, maturities, currency policies, hedging, investments, transaction costs, and bank charges for efficiency and transparency.
We take a “helicopter view” of your business domestic and foreign to ensure all activity is captured, monitored daily, and benchmarked against costs.
We maximise natural offsets by consolidating local or isolated treasury activities to leverage scale.
In almost every review, we uncover significant cost and efficiency gains.
Meet Our Experts
Dr. Patrick Shallow
Chief Executive Officer
Dr. Patrick Shallow is a senior banking advisor, economist, and credit risk specialist with over 30 years of experience spanning corporate finance, structured banking, and regulatory analytics. Patrick holds a PhD in Credit Risk Analytics, an MSc in European Economics, and a B.Comm in Law & Economics. He is a Fellow of the Institute of Bankers and a respected advisor to boards, financial institutions, and government bodies on funding strategy, risk management, and long-term financial planning.
Keith O'Leary
Chief Financial Officer
Keith O’Leary is a highly skilled financial analysis and modelling specialist with international experience and a proven record of driving business growth. A Chartered Financial Analyst (CFA) Charterholder and qualified Advanced Financial Modeller (AFM), Keith brings deep expertise across Investment Banking, Corporate Banking, and Risk Management.
Keith is recognised for building sophisticated financial models, conducting rigorous analysis, and providing strategic recommendations that deliver measurable results. Known for his professional credibility and integrity, Keith has developed trusted relationships with clients, colleagues, investors, and advisors, and has successfully managed complex transactions while building and leading high-performing teams.
Brian O' Kelly
Senior Consultant
Beau Sweeney
Chief Operating Officer
Beau Sweeney is a solution-oriented leader with extensive experience in analysis, reporting, operational strategy, sales, marketing, and AI. He has a proven ability to improve efficiency, reduce costs, drive revenue growth, and expand market presence. Skilled in strategic planning, financial oversight, and policy optimisation, Beau combines technical expertise with commercial focus to deliver actionable insights and guide data-driven decisions. Committed to continuous improvement and operational excellence, he builds strategies that create long-term value for clients and stakeholders.