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