The person behind
the process.
Finance background. Systems mindset. I build workflows that make operations faster and harder to break.
Built from the ground up.
Most of my work starts the same way. A messy process, a lot of manual work, and someone asking why it is done this way.
I work in operations and process improvement with experience across AP and AR, IT operations, vendor management, and system automation. Pretty good at spotting where processes break before they do.
What makes my approach different is that I understand both sides of the work. The financial discipline that comes from running AP and AR, and the systems thinking required to build automation from scratch.
I own projects end to end. I document everything so the work survives my absence. And I communicate like a normal human.
Every system on this page was built independently, without a dedicated team or a formal mandate.
Outside of work I have two cats with strong opinions, travel whenever possible, and a spreadsheet that is genuinely never closed.
Things worth writing down
Follow on SubstackThings I have built
45 minutes per batch across 15+ weekly batches was consuming 11+ hours of AP capacity weekly and bottlenecking payment cycles.
Redesign the batch processing workflow and build an automated solution without sacrificing accuracy.
Built automated workflows in Power Automate and Office Scripts, redesigning batch logic with embedded validation steps.
45 minutes became 5. Across 15+ weekly batches, that is 10+ hours of AP capacity recovered every week.
After each payment run, vendors requiring additional remittance detail needed individual manual emails drafted and sent, creating repetitive AP overhead.
Build an automated flow that triggered vendor-specific remittance emails after payment runs without manual intervention.
Designed a Power Automate flow triggered by the payment run completion, pulling vendor data to generate and send tailored remittance draft emails automatically.
Eliminated manual email drafting entirely post payment run, reducing AP overhead and improving vendor communication consistency.
Manual posting errors were generating 40+ SAP corrections per month, creating downstream reconciliation issues.
Build an external validation layer catching errors before they reached SAP without requiring system changes.
Developed an Excel-based pre-validation layer with multi-tier data checks flagging issues upstream before SAP entry.
Reduced manual posting corrections by 40+ per month, improving data quality at the source.
Vendor information, scorecards, and relationship data lived across scattered spreadsheets with no centralized system for tracking performance or flagging issues.
Build a centralized vendor management system with intake forms, performance tracking, and automated alerts.
Designed an Airtable base with linked views, built intake forms for vendor onboarding, and set up automations to flag performance thresholds and trigger follow-up actions.
Centralized vendor intelligence into one system, with automated alerts replacing manual monitoring and improving response times on vendor issues.
IT asset tracking sat at 85% accuracy across 120+ devices with no centralized view for aging or departmental breakdowns.
Design a multi-view dashboard giving IT leadership real visibility into asset status and cost-saving opportunities.
Built a multi-view Excel dashboard with aging reports, conditional formatting alerts, departmental breakdowns, and cost recommendations.
Improved tracking accuracy from 85% to 98%, enabling proactive lifecycle decisions across all departments.
Processing 200+ payments monthly across 500+ accounts required accurate cross-referencing against contract terms to catch pricing discrepancies before they became disputes.
Use SQL to pull invoice data and identify variances against contract pricing before they impacted customer relationships.
Wrote SQL queries to pull invoice data, cross-reference against contract terms, and flag pricing variances for review and resolution.
Maintained 99%+ accuracy across 500+ accounts by catching and resolving discrepancies before they escalated.
A large set of operational records had never been formally audited, creating invisible duplicate costs with no ongoing review mechanism.
Conduct a full records audit and build a sustainable automated tracking system that eliminated the manual review burden.
Audited records end-to-end, identified duplicates, and built an automated tracking system with structured review workflows to prevent recurrence.
Identified $6,000+ in annual cost savings, eliminated 200+ duplicate records, and reduced ongoing review time by 75%, turning a static liability into a managed asset.
Manual routing created approval delays and frequent errors slowing reimbursement cycles across departments.
Analyze the existing workflow and develop streamlined templates and routing logic that removed manual touchpoints.
Mapped the workflow, identified failure points, built new templates with clearer routing rules, and coordinated rollout with managers.
Reduced approval cycle time by 30% and eliminated manual routing errors entirely.
One role had quietly absorbed responsibilities from multiple sources with no documentation or compensation adjustment to reflect the actual scope.
Build an executive-ready analysis comparing written job description to actual responsibilities across three functional areas.
Developed a capacity model with weekly hour breakdowns, task classification, and scenario planning packaged into an exec presentation.
Delivered a data-backed executive presentation quantifying scope across three functional areas, giving leadership clear, measurable visibility into role capacity and resource allocation.
CFO needed monthly visibility into health insurance cost allocation across departments with no existing structured report.
Build a repeatable monthly reporting process delivering accurate department-level cost breakdowns to executive leadership.
Designed monthly reports using PivotTables and advanced lookups with custom subsidiary breakdowns delivered directly to CFO.
Established a reliable monthly executive reporting cadence with zero errors, giving CFO consistent, actionable cost visibility.
Document storage was inconsistent across departments with no standardized structure, and intake processes relied on manual collection with no routing logic.
Build a centralized SharePoint structure with automated intake flows and dedicated department hubs that sorted and routed documents without manual handling.
Designed SharePoint folder structures and shared drives, built two department-specific SharePoint hubs, created Microsoft Forms for data collection, and built Power Automate flows to automatically sort and route submissions.
Centralized document management across the organization including two dedicated department hubs, with automated intake routing eliminating manual sorting overhead entirely.
Device management across 55+ devices and 4 carriers lacked centralized control, creating inconsistent configurations and manual overhead.
Assist with the Apple Business Manager implementation and optimize the multi-carrier mobile setup.
Led end-to-end rollout, coordinated multi-carrier optimization, and delivered carrier cost recommendations to IT leadership.
Centralized device management and reduced manual configuration overhead across the organization.
IT projects lacked centralized tracking, making it difficult to keep stakeholders updated on progress and flag blockers early.
Manage IT projects end-to-end with clear task tracking and consistent stakeholder communication throughout.
Used Monday.com and Asana to build project boards, track tasks and milestones, and maintain regular stakeholder updates from kickoff to completion.
Full visibility into IT project status at all times, with stakeholders consistently informed and blockers surfaced early.
Where I have worked
- Owned end-to-end vendor payment cycle across 600+ monthly transactions with zero late payments; automated post-run remittance communications via Power Automate, eliminating all manual email drafting after payment runs
- Built a vendor lifecycle system in Airtable covering onboarding intake, contract tracking, performance threshold alerts, and relationship management across 50+ active accounts
- Design and maintain a CFO-facing monthly health insurance cost allocation report across multiple subsidiaries, establishing a structured reporting cadence where none previously existed
- Built a cross-functional capacity and resource model with weekly hour breakdowns and scenario planning, adopted by leadership for headcount planning and role definition
- Designed centralized SharePoint infrastructure with two department hubs, automated intake forms via Microsoft Forms, and Power Automate routing flows eliminating manual document sorting across all departments
- Led Apple Business Manager rollout across 55+ devices and 4 carriers; mapped invoice workflows and IT asset lifecycle in Lucidchart, adopted organization-wide as onboarding documentation with SOPs
- Redesigned expense report and approval workflow, reducing cycle time by 30% and eliminating recurring manual routing errors that had created audit exposure
- Managed 80+ active vendor accounts including payment terms negotiation, onboarding, and dispute resolution in a high-volume AP environment
- Processed 300+ monthly invoices in SAP with 100% on-time payment across check runs, ACH transactions, and month-end close
- Wrote SQL queries to extract invoice data, cross-reference contract terms, and resolve billing variances across 500+ accounts; maintained 99%+ processing accuracy on 200+ monthly transactions in SAP
- Led weekly collections calls with the sales team, maintaining consistent recovery on outstanding balances across a high-volume AR portfolio
Continuing Education & Certifications
Got something broken?
Let's fix it.
Open to full-time remote roles in Business Operations, Process Improvement, or RevOps. I also take on freelance projects such as workflow automation, operations cleanup, AP and AR setup, SharePoint builds, and Excel dashboards. If the problem does not have a clean name yet, those are usually the most interesting ones.