Engineered Workflows

Portfolio

I design structured systems that eliminate friction in complex workflows — from executive reporting and regulatory monitoring to engineering data transfer and revenue operations.

All Desktop App Excel Web App Workflow
Retail Banking Monthly Board Report
Excel
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Retail Banking Monthly Board Report

Power Query–driven Excel dashboard that transforms large core banking reports into executive-ready visuals, reducing preparation time from days to minutes.

Power Query Executive Reporting Banking Dashboard
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Inningly - Youth Team Management Platform
Web App
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Inningly - Youth Team Management Platform

Full-stack SaaS platform that replaces spreadsheets, emails, and calendar chaos with structured team management tools for youth baseball and softball.

Django SaaS Workflow Automation Stripe
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STED Data Transfer
Desktop App
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STED Data Transfer

Modernized legacy engineering data transfer tool, rebuilding complex heat exchanger modeling workflows in Python to extend mission-critical software life.

Python Engineering Modernization Data Integration
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Daily Concentration Report
Excel
Daily Concentration Report

Automated VBA-driven workflow that calculates loan concentration risk daily, strengthening regulatory monitoring and real-time oversight.

VBA Risk Management Banking Automation
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Cost Curve Generator
Excel
Cost Curve Generator

Strategic cost modeling system that generates industry cost curves with scenario controls, enabling leadership to evaluate competitive positioning and market risk.

Financial Modeling Strategy Data Architecture Visualization
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EZ Invoice
Excel
EZ Invoice

Custom Excel add-in that converts field reports and scope data into standardized, customer-ready invoices with one-click PDF generation.

Excel Add-in VBA Revenue Operations Workflow Automation Finance
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SCRC Resources Web App
Web App
SCRC Resources Web App

Embedded community resource portal for a school district, featuring searchable listings and full administrative content management tools.

PHP Admin Tools Database Public Sector
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Policy Calendar
Desktop App
Policy Calendar

Python desktop application that scans policy documents and generates a recurring compliance calendar to ensure governance commitments are executed.

Python Compliance Automation Governance
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CD Portfolio Optimization
Excel
CD Portfolio Optimization

Excel-based forecasting and scenario modeling tool that projects interest income and models rate changes for a $24M CD investment portfolio.

Power Query Financial Modeling Forecasting Dashboard
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AspenTech License Use Status (ATLUS)
Desktop App
AspenTech License Use Status (ATLUS)

Python desktop tool that monitors shared engineering software licenses in real time, improving transparency and optimizing global license utilization.

Python Monitoring Infrastructure Automation Engineering
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Annual Employee Scorecards
Excel
Annual Employee Scorecards

Automated Excel-based performance reporting system that generates role-specific annual scorecards, reducing weeks of manual compilation and standardizing evaluation acro…

VBA Reporting Automation Performance Management
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Engineered Workflows Platform
Web App
Engineered Workflows Platform

Custom-built Django website with dynamic portfolio management, filtering, and structured content architecture designed to reflect and reinforce this workflow-engineering…

Django Architecture UI/UX Portfolio
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Network Drive Cleanup
Workflow
Network Drive Cleanup

Quarterly automation process that identifies inactive files, preserves structure for review, and reduced network drive bloat by 38%.

Automation Data Governance File Systems Optimization IT Operations
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Bracket Fan
Web App
Bracket Fan

Web application for creating and managing college basketball bracket challenges with automated scoring, group management, and live leaderboards.

PHP Database Sports Logic Engine
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Umpire Calendar
Workflow
Umpire Calendar

Python web-scraping workflow combined with Excel dashboards to filter and prioritize game assignments based on availability and travel preferences.

Python Excel Web Scraping Automation Scheduling
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Zero Inbox
Workflow
Zero Inbox

Structured Outlook workflow implementing the 4 D’s strategy to convert email overload into a controlled, date-driven task management system.

Workflow Design Outlook Productivity Process Optimization
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