Selected Projects and Case Studies

Pro Bono Financial Health Review

We traded our manual spreadsheets for a real-time, automated Looker dashboard. Here’s how it eliminated hours of tedious work and changed the way we present financial data to our leadership team.

How a Missing Field Became the Key to Unlocking Financial Efficiency. Re-engineering the Coupa–NetSuite Integration for Accuracy, Efficiency, and Audit Readiness

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.

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

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

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.