Portfolio
Workflow systems built for real operational problems
Examples of automation, reporting, engineering data, and internal workflow systems designed to reduce manual effort, improve visibility, and make complex work easier to manage.
Power Query–driven Excel dashboard that transforms large core banking reports into executive-ready visuals, reducing preparation time from days to minutes.
Automated VBA-driven workflow that calculates loan concentration risk daily, strengthening regulatory monitoring and real-time oversight.
Strategic cost modeling system that generates industry cost curves with scenario controls, enabling leadership to evaluate competitive positioning and market risk.
Custom Excel add-in that converts field reports and scope data into standardized, customer-ready invoices with one-click PDF generation.
Developed a custom Excel add-in to automate the transformation of HR payroll extracts into a bank-ready posting file. The solution eliminated manual formatting, reduced …
Excel-based forecasting and scenario modeling tool that projects interest income and models rate changes for a $24M CD investment portfolio.
Automated Excel-based performance reporting system that generates role-specific annual scorecards, reducing weeks of manual compilation and standardizing evaluation acro…