I'm an accounting professional with 10+ years of experience in financial analysis, reconciliations, and process improvement across technology, manufacturing, and professional services. Known for strong data integrity, clean reporting, and building repeatable workflows that improve accuracy and efficiency.
In my current role at Day & Night Solar, I support accounting operations in QuickBooks Desktop Enterprise — bank reconciliation, AP/AR reporting, process standardization, and period-end readiness — while building the internal tooling that makes day-to-day accounting consistent for the team.
Alongside the accounting work, I recently graduated from the SavvyCoders Full Stack Web Development Bootcamp, built and deployed a full-stack capstone (Cinemetrics), and hold a Data Science Certification (TripleTen, 2024). I apply Python, SQL, and JavaScript to automate reporting, validate data, and streamline workflows.
- 10+ years in finance · 170+ projects managed · 15 U.S. states
- Background: Accounting → Data Science → Full-Stack Dev
- Open to collaboration on finance automation, data migration, and AI-integrated back-office tooling
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Internal operations platform at Day & Night Solar — finance system, QuickBooks automation, reconciliation engine, document intelligence, AI-integrated workflows. |
Cinemetrics — full-stack capstone (Node.js · Express · MongoDB · REST APIs), deployed end-to-end as my SavvyCoders certification project. |
Multi-agent orchestration · local LLMs (Ollama) · document forensics · Postgres migration · reproducible finance pipelines. |
Rebuilding internal operations from the ground up across a commercial solar portfolio — 170+ projects, 15 states. Everything I ship replaces a spreadsheet, a folder full of PDFs, or a manual QuickBooks workflow.
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Python/FastAPI + SQLAlchemy service layer designed for Postgres migration. Replaces a spreadsheet-centric close process with a query-able operational database. |
Programmatic IIF generation for customers, POs, invoices, and deposits with anti-duplicate safety checks against tens of thousands of historical transactions. Eliminated 90%+ of manual QB entry. |
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Progressive fuzzy-match engine across 5 bank accounts in a high-volume, multi-account environment. Surfaces discrepancies before month-end, not after. Tier-priority confidence scoring with review queues for ambiguous matches. |
pandas + openpyxl pipeline covering P&L, cash flow, billing, margin, and schedule. Auto-regenerates — CFO reads the same data leadership does. HTML operations hubs with collapsible sections and clickable file links. |
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Multi-agent framework on Claude Code — reusable skill definitions, three-stage code-quality pipeline (implement → review → resolve), tiered model routing across cloud + local LLMs. |
OCR + classification + auto-routing for hundreds of incoming vendor docs, bank statements, and internal cost models. Outlook |
Operational scope: Payroll · multi-state sales tax compliance · period close · vendor/customer master data · AR/AP · audit response
From high-volume reconciliation at enterprise scale to building the systems that replace it.
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Finance & Operations Analyst Building the internal operations platform end-to-end — Python/FastAPI, QuickBooks automation, bank reconciliation engine, executive dashboards, AI orchestration, document intelligence. |
Data Analyst (Contract) ERP data migration: SAGE CRE 300 → CMiC. Extracted, validated, and reconciled large datasets using SQL, VSCode, and advanced Excel (XLOOKUP, INDEXMATCH, IFERRORS). Detailed discrepancy reporting to the ETL team. |
Staff Accountant Financial reporting, reconciliations, budgeting/forecasting on SAP + Oracle. Automated data reconciliation processes to reduce manual errors. Sage FAS fixed-asset management. |
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Professional Consultant Financial analysis and reconciliation support across clients including Elgi, Essity, and Mood Media. Exploratory analysis to surface inconsistencies; Excel automation for reconciliation. |
Reconciliation Analyst Sales tax rebates and vendor reconciliations for enterprise tech clients including Cisco and Dell. High-volume invoice processing on SAP ERP and Oracle; resolved unmatched discrepancies in holding accounts. |
Trading Service Rep Sponsorship program — studied for SIE, Series 7, and Series 63 licensing. AML, fraud, and regulatory fundamentals. |
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Accounts Payable Associate Processed and reconciled invoices for 800+ vendors on Oracle, Medius, and Readsoft. Sales tax adjustments, debit memos, vendor credits. Built and led training programs for specialist roles. |
Founder / Business Owner Founded and operated a service business generating $200K+ annual revenue. Full P&L, payroll, AP/AR, lease negotiations, state compliance. Led a team of six. 10–12% YoY revenue growth through multi-platform digital marketing. |
Every role has been about reconciling high-volume financial data across messy source systems. First as a business owner running my own P&L, then inside enterprise ERPs, then modeling the data with ML. Now I build the systems that replace the manual work — with a CPA-grade mindset for controls, audit trails, and safety. |
Languages
Full-Stack Web
Backend & Data
ML & AI
Enterprise Systems (from prior roles)
Tools & Infrastructure
Full integration & library list
| Category | Stack |
|---|---|
| Backend | Python 3.14 · SQLAlchemy · FastAPI · Pydantic · Alembic · PostgreSQL 16 · SQLite · DuckDB |
| Full-Stack Web | Node.js · Express · MongoDB · Mongoose · REST APIs · HTML · CSS · JavaScript |
| Data & Docs | pandas · NumPy · openpyxl · pdfplumber · PyPDF2 · extract-msg · EasyOCR · pytesseract · BeautifulSoup |
| Integrations | QuickBooks Enterprise (IIF) · Microsoft Graph / Outlook (pywin32 COM) · ICS calendar · Chrome DevTools MCP |
| AI / ML | Claude Code · Anthropic API · Ollama (llama3.1) · PyTorch · TensorFlow · XGBoost · LightGBM · scikit-learn |
| Enterprise (prior roles) | SAP ERP · Oracle · Sage FAS · Medius · Readsoft · CMiC · SAGE CRE 300 |
| Dev Tooling | Git · VS Code · pytest · black · flake8 · mypy · pre-commit · uv · Node.js |
| Credential | Institution | Year |
|---|---|---|
| Full Stack Web Development Certificate | SavvyCoders | 2025 |
| Data Science Certification | TripleTen | 2024 |
| BA in Accounting | Belmont Abbey College | 2012 |
Full-stack capstone built and deployed end-to-end as my SavvyCoders graduation project.
View data science portfolio (TripleTen — 16 projects)
| # | Project | Tech |
|---|---|---|
| 01 | Music preferences between two cities | Python, pandas |
| 02 | Credit scoring — loan default likelihood | Python, pandas |
| 03 | Vehicle price factors from classified ads | pandas, numpy, matplotlib |
| 04 | Telecom plan profitability analysis | pandas, numpy, scipy |
| 05 | Video game market hypothesis testing | pandas, numpy, scipy |
| 06 | Taxi trip duration vs. weather | pandas, numpy, scipy |
| # | Project | Tech |
|---|---|---|
| 07 | Cell phone plan classification (0.75+ accuracy) | sklearn · Decision Tree, Random Forest, Logistic Regression |
| 08 | Bank client churn prediction (F1 ≥ 0.59) | sklearn · Random Forest, Logistic Regression |
| 09 | Oil well location — reserve volume & regional risk | sklearn · Linear Regression, Random Forest |
| 10 | Gold production process modeling | sklearn · Linear Regression, Random Forest |
| 11 | Insurance benefit prediction with data privacy | sklearn · K-Nearest Neighbors |
| 12 | Car price prediction (speed + quality tradeoff) | sklearn · CatBoost, LightGBM, XGBoost |
| 13 | Taxi orders time-series forecasting (RMSE ≤ 48) | statsmodels · LGBM, Linear Regression |
| # | Project | Tech |
|---|---|---|
| 14 | Movie review sentiment classification | nltk · transformers · spaCy · LGBM |
| # | Project | Tech |
|---|---|---|
| 15 | Age estimation from facial photos — regression CNN | TensorFlow/Keras · CNN · GlobalAveragePooling2D |
| 16 | Customer retention prediction (AUC-ROC ≥ 0.75) | TensorFlow · CNN · sklearn ensemble |
Open to work — Data Analyst, Junior Software Engineer, or Finance/Operations roles where accounting, data, and code intersect.