Career summary

Finance and banking operations leader with an automation builder's toolkit.

18+ years across letters of credit, cash management, bank account administration, billing operations, reconciliations, controls, regulatory documentation, Tableau dashboards, and Python automation.

Positioning

Best fit

Roles

Finance operations, treasury operations, letters of credit operations, banking operations, risk and controls, business process automation, workflow analyst, operations systems analyst, and Python-enabled reporting roles.

Strengths

Managing high-volume operational workflows, translating manual process pain into repeatable tools, preserving review controls, writing clear documentation, and designing interfaces for people who need to scan and act quickly.

Technical stack

Python pandas openpyxl SQLite PySide6 Tkinter Excel Tableau workflows Letters of credit Cash management Local AI

Recent portfolio note

The attached resume predates the SBLC System portfolio build. The SBLC case study on this site adds a current, sanitized example of Python product thinking applied to letter of credit operations, controls, compliance packets, billing, and audit trails.

Resume formats

The PDF is the recommended public download. The Word version is also available for recruiter workflows that request DOCX: download DOCX.

Treasury

Built workstation-style tooling around account views, budget analysis, cashflow forecasting, data health, reconciliation, and export control.

Letters of credit

Managed and improved LC operations across client portfolios, evergreen processing, document review, invoicing, controls, and system-driven workflow logic.

Risk and controls

Led or supported KRIs, audit-facing processes, reconciliations, journal-entry controls, compliance documentation, and traceable approvals.

AI workflows

Built local-first inventory, OCR, search, duplicate review, tagging, and memory foundations with human review as a default.

Automation

Created smaller tools for document generation, report production, budgeting, system checks, and GUI wrappers around recurring tasks.