I've supported finance, analytics, and operational planning across healthcare, banking, consumer packaged goods, professional services, and small businesses for nearly two decades.
At Elevance Health, I developed Power BI dashboards and KPI reporting for senior leadership, supported Medicare forecast modeling and bid development, and improved automation and flexibility within the Medicare Part D benefit model. I also partnered with data science teams on predictive analytics for high-cost member populations.
At Park Community Credit Union, I automated SQL-based month-end reporting, reducing the timeline from 2–3 weeks to approximately four days for a $900M financial institution. I redesigned profitability reporting processes that contributed approximately $60K in additional annual revenue.
Through my financial consulting work, I build budgets, forecasts, financial models, and Excel reporting tools for small businesses and real estate development organizations. I translate financial results into practical recommendations that help business owners plan, track profitability, and make investment decisions.
