Medical Practice & Private Investor Current Engagement
Healthcare · Personal Wealth · Real Estate · Charlotte, NC
"Complete financial visibility — practice, personal wealth, and real estate — in one trusted relationship."
Currently managing practice bookkeeping, personal financial tracking and weekly spending habit reporting via Monarch Money, and real estate business accounting. The physician and their household have full financial clarity across all three dimensions of their financial life — on demand, every week. This is what a complete financial relationship looks like.
NC Mental Health Nonprofit
Nonprofit · Mental Health · North Carolina
"Revealed they were Top 5 nationally — but missing massive growth potential hiding in five years of unanalyzed data."
Managed $2M+ annual budget across multi-funder grant portfolio. Led CIT Program strategic analysis — 2,000+ officers, 4 regional partnerships, 5 years of performance data. Built comparative frameworks against 6 national programs. Delivered board-level reporting with 100% audit compliance across all funding streams.
Renewable Energy Provider
Clean Energy · Public Benefit · California
"Built compliance systems that survived four years of regulatory audits with zero findings — while the organization scaled to 1M+ customers."
Managed month-end close for a $500M+ revenue organization. Analyzed 4.9 million rows of customer payment data to identify geographic patterns in payment distress — supporting a California Utilities Commission customer forgiveness plan. Built 15+ automated reports eliminating 20+ hours of manual work monthly.
SaaS Technology Company
SaaS · Subscription Commerce · Chicago
"Identified $50,000 in revenue leakage by tracing subscription workflows across disconnected systems."
Redesigned a bloated refund process from 90 steps to under 10 using Dynamics 365 and Power Automate. Analyzed data relationships across disconnected systems to surface hidden revenue loss. Delivered scalable operational infrastructure that the team could maintain independently.
Legal Services Nonprofit
Nonprofit · Legal Aid · Southeast
"Transformed years of unstructured case data into a normalized, decision-ready database — with full stakeholder sign-off."
Proposed a 12-week Airtable data normalization engagement — separation of concerns implementation, Python/API transformation scripts, entity relationship modeling, and full data dictionary. Scope: $34,500. Methodology built around operational realities, not theoretical best practices.
US Federal Government
Federal Contracts · International Operations
"Managed financial operations for $5M+ in government contracts supporting counter-terrorism operations across the Middle East."
Senior Accountant role managing contract compliance, high-level financial reporting, and operational accountability under pressure in international environments. Required deep understanding of regulatory compliance, international logistics, and financial integrity at scale across $5M+ in active contracts.