I combine finance operations, analytics, automation, and applied AI to solve real business problems.
I’m a Financial Billing Analyst II with 17+ years of experience across finance, accounting, billing, and business operations. I build practical analytics and automation solutions that support better business outcomes.
My current focus is business process automation and AI-enabled solutions, using data and technology to make complex processes work better.
- Finance and billing analytics
- AI-assisted analysis and decision support
- Business process automation
- Reporting and KPI development for operational and leadership use
Verielle — Applied AI Decision-Support System
Verielle is a prototype AI critical-thinking companion designed to help people work through complex decisions with more structure and clarity.
It combines a personal Thinking Profile, a curated wisdom library, hybrid RAG, and a fine-tuned language model to offer a thoughtful additional perspective on a user’s dilemma. A Thinking Crew framework supports the process.
Developed as an experimental prototype, Verielle explores how generative AI can support human reflection and critical thinking while keeping final judgment with the human.
Borrow the machine’s perspective. Keep the decision human.
Problem: Understand workforce trends and automation impact using public data.
Approach: Prepared and analyzed BLS/O*NET data, then translated findings into clear reporting.
Built with: Python, Power BI.
Result: Decision-friendly visuals and trend insights.
Problem: Create consistent, repeatable Excel outputs from paginated reporting workflows.
Approach: Built a reusable reporting/export process for recurring operational needs.
Built with: Power BI Paginated Reports.
Result: More standardized reporting output for business use.
- Translate business questions into metrics, logic, and analysis plans
- Build dashboards and reporting that support action
- Use Python/SQL for data preparation, analysis, and prototyping
- Apply automation to reduce repetitive manual work
- Design practical AI workflows with human review in mind
I’m currently deepening hands-on implementation in:
- LLM applications and retrieval design (RAG)
- API-based app structure
- Containerization and cloud deployment basics
- Monitoring and reliability for applied AI workflows
Python, SQL, Power BI, Excel, Power Automate, Office Scripts, R, Tableau, Git/GitHub, Generative AI, RAG
- M.S. in Data Science (in progress)
- B.A./B.S. in Economics and Management, and Accounting
Open to Financial Analyst, Data Analyst, Business Intelligence Analyst, Revenue Analyst, and Power BI-focused opportunities where analytics supports measurable business outcomes.
