Finance, treasury, banking operations, and automation
Marcos M. Conde automates treasury and banking operations into auditable Python systems.
Treasury Ops · Python Automation · Finance Systems
SBLC Ops
Local AI
What Marcos builds
Operational experience turned into working systems.
These projects turn manual, document-heavy work into clearer review queues, repeatable workflows, and cleaner reporting outputs.
Make recurring work visible
Dashboards and queues make operational work easier to review, prioritize, and explain.
Automate manual process
Python tools reduce spreadsheet cleanup, document handoffs, repetitive review, and status tracking.
Keep controls visible
Review-first outputs, audit trails, undo paths, and traceable suggestions keep automation practical.
Featured builds
Portfolio projects with business context.
Each case study is written for a recruiter or hiring manager: what problem existed, what was built, and why the result matters.
Treasury Workstation
Finance operations command center for cashflow, budget analysis, reconciliation, Tableau handoff, and repeatable reporting.
Handles multi-account cashflow review and Tableau-ready exports in a single desktop app.
Python
PySide6
pandas
SBLC System
Prototype for automating manual SBLC workflows: document review, lifecycle tracking, billing packets, compliance support, and audit trails.
Replaces a manual document chain with automated review queues and a full audit trail.
SQLite
Automation
OCR
Personal AI System
Local-first document and media intelligence system with inventory, OCR, duplicate review, backup verification, and AI tagging.
Runs entirely offline: no cloud dependency, no data exposure.
Local AI
Privacy
Search
Built With
Python
pandas
SQLite
PySide6
Tkinter
Excel
Tableau workflows
OCR
Local AI
Career signal: treasury, risk, operations, Python automation, and AI workflows.
Treasury operations
Risk and controls thinking
Workflow automation
Data cleanup and reporting
Excel and Tableau workflows
Local-first AI systems