Accounting, operations, and internal software for a commercial solar and energy-storage contractor. I'm the sole developer of the internal operations platform, and I still do the finance work it supports.
- Designed and built an internal operations platform (Python + SQLite) that consolidates accounting, banking, project, and procurement data into normalized workflows, exception queues, and generated reporting
- Established a source-of-truth architecture: the accounting system stays authoritative; databases, spreadsheets, and dashboards are derived, dated views with freshness checks
- Automated QuickBooks import preparation with validation, duplicate and conflict checks, field-limit enforcement, and a human approval step; the system fails closed instead of guessing
- Built a reconciliation engine using normalized identifiers and confidence scoring to match bank activity against accounting and project records and surface unlinked transactions
- Replaced disconnected dashboards with one regenerating operations hub; built PDF and OCR extraction that feeds a review step instead of manual retyping
- Designed a governed AI agent workflow on Claude Code with task handoffs, recorded decisions, and automated tests around finance safety, data integrity, and pipeline freshness
- Finance scope: period close, AR/AP cleanup, project cost attribution, multi-state sales tax, vendor and customer master data, and audit support
PythonSQLiteSQLpandasopenpyxlpytestGitClaude CodeMCPOCRQuickBooks EnterpriseReconciliationData ModelingProcess AutomationSales TaxPeriod Close
ERP data migration from SAGE CRE 300 to CMiC — extract, validate, reconcile.
- Analyzed and interpreted complex data replicated from SAGE CRE 300 for an ERP migration project
- Extracted preformatted data from CMiC and validated it against the old ERP
- Compared old and new data meticulously, providing detailed discrepancy feedback to the ETL team
- Handled large datasets with SQL, VS Code, and advanced Excel (XLOOKUP, VLOOKUP, INDEX/MATCH, IFERRORS, SUMIFS, TRIM) to ensure data accuracy
SQLVS CodeExcel (advanced)Data ValidationERP Migration
Financial reporting and reconciliations on SAP + Oracle; began automating the manual parts.
- Managed financial reporting and reconciliations and ensured accuracy of financial statements
- Automated data reconciliation processes, reducing manual errors and improving close efficiency
- Collaborated across cross-functional teams to streamline accounting workflows
- Supported budgeting and forecasting by analyzing historical financial trends
- Used SAP and Oracle for financial reporting and data management to support decision-making
- Managed fixed assets on Sage FAS
SAPOracleSage FASAccount ReconciliationFinancial ReportingBudgeting & Forecasting
Client-side accounting and reconciliation across Elgi, Essity, and Mood Media.
- Provided financial analysis and reconciliation support to clients, optimizing reporting processes
- Performed exploratory data analysis to identify inconsistencies
- Automated data reconciliation using Excel to reduce manual cycles
- Consulted at Elgi, Essity, and Mood Media across month-end close, journal entries, bank reconciliation, 401K, bonus, commissions, and audit support
Account ReconciliationBank ReconciliationJournal EntriesMonth-end CloseExcel Automation
Sales tax rebates and vendor reconciliations for enterprise tech clients, including Cisco and Dell.
- Specialized in sales tax rebates and vendor reconciliations for enterprise tech clients (Cisco, Dell)
- Processed high-volume invoices and resolved unmatched discrepancies in holding accounts on SAP and Oracle
- Collaborated with procurement, credit, and sales teams to research tax credits and ensure accurate financial reporting
- Compiled and verified financial data to support timely vendor disbursements; covered 11 vendors weekly as payment-processing backup
SAP ERPOracleAccount ReconciliationAP / ARSales TaxVendor Management
Sponsorship program — studied for SIE, Series 7, and Series 63; AML, fraud, and regulatory fundamentals.
- Sponsorship program studying for SIE, Series 7, and Series 63 securities licensing
- Trained in AML, fraud detection, and financial regulations
- Learned retirement-plan mechanics and customer account management
SIESeries 7Series 63AMLFinancial Regulations
Processed and reconciled invoices for 800+ vendors; built training programs for specialist roles.
- Processed and reconciled invoices for 800+ vendors on Oracle, Medius, and Readsoft
- Generated employee expense reports, debit memos, and sales-tax adjustments
- Maintained relationships with vendors, buyers, and department managers
- Supported month-end close and managed outstanding liabilities
- Built and led training programs for Specialist III, IV, and V roles; developed the training materials
OracleMediusReadsoftAPMonth-end CloseTraining
Founded and ran a service business generating $200K+ annual revenue. Full P&L ownership, team of six, 10–12% YoY growth.
- Full P&L ownership: payroll, AP/AR, lease negotiation, state compliance
- Led a team of six
- 10–12% YoY revenue growth through multi-platform digital marketing
- Built repeatable operational processes from scratch — the origin of how I think about internal tooling today
P&L OwnershipPayrollSmall Business OperationsDigital MarketingTeam Leadership