Selected work
Consulting in practice.
A selection of engagements showing how finance and technology work comes together. Explore the problem, the implementation, and the reported result in each example.
Executive Financial Q&A System for a Fortune 500 Corporation
Built a secure, MCP-based Q&A interface that replaced a multi-day human relay chain with validated, cited answers in seconds.
Enterprise Data Architecture & Governance for a Large-Cap Telecom
Delivered a buildable reference architecture and governance framework for a telecom whose institutional knowledge was about to walk out the door.
Consolidated Portfolio Intelligence for a Multi-Asset Family Office
Consolidated 17 QuickBooks instances across three asset classes into a normalized data pipeline, automated reporting dashboard, and asset-class-aware forecasting models for a $45M family office portfolio.
Production Finance Automation for a Media & Entertainment Company
Replaced spreadsheet-based production accounting with a structured data pipeline, increasing throughput 5x and delivering 170–250% first-year ROI.
AI Training & Governance for a Top 10 Accounting Firm
Designed governance-mapped AI training for a top 10 accounting firm, turning compliance policy into practical, hands-on workflow.
Advisor Workflow & Systems Optimization for a Regional Wealth Management Firm
Mapped and restructured end-to-end advisor workflows across eight disconnected platforms for a growing RIA, from client onboarding through trade execution, reporting, and software consolidation.
Your project starts with a specific finance problem.
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