Case Work
Examples of reporting modernization, analytics infrastructure, and decision-support systems built for leadership teams in high-stakes environments.
Reporting Modernization for a National Life Insurer
Replaced 40+ recurring Excel-driven reports with automated SQL pipelines and MicroStrategy dashboards, reducing manual reporting effort by 90% across multiple business units.
Asset Forecasting for a Fortune 500 Wealth Management Firm
Built Monte Carlo simulation models in Python to help executives evaluate asset growth scenarios, quantify uncertainty, and make strategic decisions affecting hundreds of billions in client assets.
Enterprise Risk Data Infrastructure for a Financial Services Firm
Built automated data pipelines to extract, validate, and consolidate risk data across systems — surfacing thousands of data quality issues and shifting risk analytics from reactive to proactive.
Interim Analytics Leadership During a Critical Transition
Stepped in as interim leader of an analytics team during an extended leadership absence, introducing structured work intake, sprint planning, and estimation practices that improved delivery quality and reduced analyst burnout.