Services
What I can help with
Dashboards & Reporting
Tableau and Power BI dashboards, plus SQL/dbt pipelines, so leadership sees performance in real time.
Workflow Automation
Power Automate, Excel VBA, Zapier, and agentic workflows that remove manual, error-prone steps.
AI Agent Tools
Custom AI agents for inventory alerts, customer notifications, and PII-safe triage automation.
Credit & Portfolio Risk
Credit risk assessment, exposure monitoring, and escalation frameworks for lenders and factors.
Internal Audit & Process
Audits, collections review, billing cleanup, and procedure documentation for growing teams.
Fraud & Document Review
Support reviewing suspicious transactions and questionable documentation.