Dual Expertise Advantage

Where deep financial acumen meets cutting-edge data technology. I bridge the gap between complex business requirements and innovative technical solutions.

The Unique Combination

Most consultants specialize in either finance or technology. I bring both worlds together—understanding not just how to build powerful data solutions, but exactly what financial insights drive business decisions.

Technical Expertise

Microsoft-certified solutions that scale

Microsoft Certified Data Analyst
📊

Power BI Development

Transform raw data into compelling visual narratives that drive executive decision-making.

  • Interactive dashboards with real-time connections
  • Custom visualizations tailored to your KPIs
  • Automated report distribution
🧮

DAX Data Modeling

Build sophisticated data models with advanced calculations that mirror your business logic.

  • Complex measures and calculated columns
  • Time intelligence and variance analysis
  • Financial KPIs and ratio calculations
🔄

Power Query Automation

Master data transformation with advanced M language scripting for robust ETL processes.

  • Automated data cleansing and standardization
  • Multi-source data integration
  • Scheduled refresh and error handling

Excel Automation with VBA

Eliminate repetitive tasks with sophisticated VBA solutions that transform manual work into one-click operations.

  • Custom macros for complex processing
  • Dynamic user interfaces and forms
  • Integration with external systems
🗄️

SQL Database Development

Design and optimize database solutions that scale with your business growth.

  • Optimized database design
  • Performance tuning and optimization
  • Automated data workflows
🤖

AI-Accelerated Development

Leverage AI platforms like ChatGPT and Copilot to deliver faster, more innovative solutions.

  • Rapid prototyping and development
  • AI-assisted code optimization
  • Advanced automation solutions

Financial Expertise

CPA-level insight with Fortune 100 experience

CPA • MBA Finance
💼

Financial Leadership

Senior-level accounting experience at Fortune 100 companies with deep understanding of complex financial operations.

  • Executive-level financial analysis
  • Regulatory compliance and reporting
  • Strategic financial planning
🏢

ERP Business Intelligence

Extract meaningful insights from complex ERP systems, turning operational data into strategic advantage.

  • SAP, Oracle, and other ERP platforms
  • Financial consolidation and reporting
  • Cross-functional data integration
📈

Financial Modeling & Process

Build sophisticated financial models and streamline accounting processes for maximum efficiency.

  • Complex financial models and forecasting
  • Process automation and optimization
  • Risk analysis and scenario planning

Ready to Transform Your Data Operations?

Let's discuss how this unique combination of financial expertise and technical innovation can solve your specific business challenges and drive measurable results.

Start Your Project Today