I am a licensed Certified Public Accountant (CPA) with a strong technical foundation and a forward-thinking mindset. I stay current with emerging technologies and industry trends, including artificial intelligence, to remain at the forefront of the profession.
Driven by a commitment to continuous learning, I have built a career that spans accounting, finance, and entrepreneurship. These diverse experiences have shaped my ability to approach challenges with a strategic lens and deliver practical, innovative solutions.
I bring a hands-on approach to innovation, regularly working with tools such as Power BI, Alteryx, or AI-powered solutions to streamline processes, improve reporting, and enhance data-driven decision-making.
Outside of core responsibilities, I am passionate about supporting others through mentorship and collaboration. I value building strong professional relationships and sharing knowledge to help teams grow, adapt, and succeed.
My goal is to help organizations navigate a rapidly evolving financial landscape by bridging traditional accounting principles with emerging technologies. With a blend of technical expertise, entrepreneurial drive, and a growth-oriented mindset, I aim to be a strategic and adaptable partner in any professional environment.
In today’s fast-paced business environment, professionals must go beyond the fundamentals to deliver forward-looking value. The effective integration of emerging technologies, particularly artificial intelligence, is becoming essential to providing clients with innovative, high-impact solutions. I believe that developing fluency in AI and other transformative tools is critical to long-term success in the modern economy, and I am committed to continuously expanding my expertise in these areas to stay ahead of the curve.
AI is rapidly reshaping the way businesses operate, offering new opportunities for efficiency, insight, and innovation. I actively explore and apply AI technologies, such as generative AI and machine learning tools, to enhance workflows, automate analysis, and support data-driven decision-making. Whether it's streamlining routine tasks, generating predictive insights, or integrating AI into existing systems, I focus on practical, high-impact applications that drive real value. By staying current with emerging AI trends, I aim to help organizations adapt and lead in an increasingly intelligent business landscape.
In today’s data-driven world, businesses need more than basic reporting, they need actionable insights from complex datasets. With proficiency in tools such as Alteryx, Python, and VBA, I am able to go far beyond traditional Excel analysis. I specialize in building scalable workflows, automating data processing, and uncovering trends that support smarter, faster decision-making. My analytical capabilities enable clients to unlock deeper insights and maintain a competitive edge in a rapidly evolving market.
Effectively communicating insights is just as important as uncovering them. Using tools like Microsoft Power BI and Tableau, I create dynamic, interactive dashboards that translate complex datasets into clear, actionable visuals. With a strong eye for design and a focus on data-driven decision-making, I deliver compelling visualizations that support strategic decisions for both internal stakeholders and external clients.
Repetitive, manual tasks can drain time and resources, time better spent on strategic work. Through my proficiency in technologies like VBA, Python, and generative AI, I develop lightweight scripts that eliminate low-value tasks. For more complex workflows, I leverage robotic process automation (RPA) tools such as Microsoft Power Automate, Alteryx, and UIPath to design scalable, end-to-end automations. These solutions free up time for higher-level analysis and allow me to deliver greater efficiency and value to clients.
I bring a broad and practical skill set to accounting and finance, with experience spanning both foundational tools and advanced systems. Proficient in Microsoft Excel, Power Query, SQL, and SAP, I am able to manage, analyze, and interpret complex financial data with precision. From financial statement analysis to budgeting, forecasting, and auditing, I leverage technology to streamline workflows and enhance accuracy. My focus is on delivering timely, reliable financial insights using the most effective tools and techniques available.
While technology plays a transformative role in modern business, clear and effective communication remains essential. Through years of experience working with clients, cross-functional teams, and my own ventures, I have developed strong communication skills that support collaboration and build trust. I am adept at translating complex information into clear, actionable insights for stakeholders at all levels. Whether working with clients or internal teams, I prioritize professionalism, active listening, and relationship-building to ensure goals are aligned and outcomes are successful.