Tackling Financial Challenges with Technology Driven Solutions

I design scalable financial tools and workflows that help teams work faster, smarter, and with confidence.

About Me

At my core, I'm a problem-solver. I love digging into a complex process, finding the friction points, and making it run smoothly. This passion has been the driving force behind my career at the intersection of finance and technology.

My experience ranges from accounting, grants and compliance to building custom automation scripts from the ground up. I'm the person who gets excited about using Python and SQL to streamline a workflow or diving into Tableau and Power BI to make financial data clear and actionable.

I’m driven to build better systems, lead projects that matter, and leave things more efficient and effective than I found them.

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About Me

I’m driven to build better systems, lead projects that matter, and leave things more efficient and effective than I found them.

Who I am beyond Finance

About Me

I’m driven to build better systems, lead projects that matter, and leave things more efficient and effective than I found them.

See the project

Selected Case Studies

Explore my selected projects, showcasing my dedication to innovative and heartfelt finance solutions.

Artificial Intelligence in Finance: Opportunities, Challenges, and Future Directions

Artificial Intelligence (AI) is transforming the financial industry by introducing automation, predictive analytics, and enhanced decision-making capabilities. Applications range from algorithmic trading and risk management to accounting automation and customer engagement.

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Artificial Intelligence in Finance: Opportunities, Challenges, and Future Directions

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Artificial Intelligence in Finance: Opportunities, Challenges, and Future Directions

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Google Apps Scripts Automations for Financial Analysts

Transformed a time-intensive grant workflow into an efficient and accurate process by architecting and deploying over 45 custom scripts.

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Google Apps Scripts Automations for Financial Analysts

Transformed a time-intensive grant workflow into an efficient and accurate process by architecting and deploying over 45 custom scripts.

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Google Apps Scripts Automations for Financial Analysts

Transformed a time-intensive grant workflow into an efficient and accurate process by architecting and deploying over 45 custom scripts.

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Membership Revenue Reporting Process Improvement for Small Scale Non-Profits

Designed and launched a scalable reporting system to provide executive leadership with real-time visibility into membership revenue trends.

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Membership Revenue Reporting Process Improvement for Small Scale Non-Profits

Designed and launched a scalable reporting system to provide executive leadership with real-time visibility into membership revenue trends.

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Membership Revenue Reporting Process Improvement for Small Scale Non-Profits

Designed and launched a scalable reporting system to provide executive leadership with real-time visibility into membership revenue trends.

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Month-End Reconciliation Package

I identified a fundamental lack of integrity in the month-end reconciliation process. The procedure incorrectly compared NetSuite reports to other internal NetSuite data, failing to validate balances against independent subledgers, which is essential for a reliable financial close.

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Month-End Reconciliation Package

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Month-End Reconciliation Package

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What I Bring to the Table

Strategic financial insight, data-driven decisions, and a results-oriented mindset.

Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.

Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.

Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.
Tech Fluency & Process Automation
Hands-on with NetSuite, SAP, SQL, Power BI, QuickBooks, and CRM/ERP systems. I automate workflows, streamline reporting, and bridge tech gaps to boost financial efficiency.
Advanced Modeling & Reporting
Build dynamic Excel models, dashboards, and scenario plans used by senior leadership. Skilled in KPI tracking, forecast validation, multi-tab reporting, and data visualization.
Strategic Finance & Operations
Over 5 years managing cross-functional finance: revenue reporting, grant analysis, billing, and fund tracking. I support audits, ensure compliance, and drive data-backed decisions.
Problem Solver with a Growth Mindset
From designing SOPs to reconciling data and reducing reporting cycles, I optimize processes end-to-end. Currently upskilling in Python and AI-driven finance tools to stay ahead.

Where I want to go next

My expertise has evolved from the ground-level mechanics of transaction and processing to the broader perspectives of reporting and core business analysis. This comprehensive journey has made one thing clear: the future of finance lies in its ability to drive strategy.

I am now actively steering my career toward that future of Strategy & Insight. I am equipping myself with the necessary tools, specifically data analytics, Power BI and Python, to automate manual work and uncover the predictive power within the numbers. My ambition is to be a key contributor in a tech-forward company, serving as a voice that transforms financial data into a strategic asset.