From Spreadsheets to Systems

My Story

I've worked in financial operations at organizations tackling important work: healthcare research at Providence Health & Services and OHSU, regional governance at Metro, and public accounting at Deloitte.

Each of these roles immersed me in complex, manual processes. I've built indirect cost rate proposals, survived single audits, reconciled sub-award budgets against general ledger activity, and sat in rooms explaining 2 CFR 200 compliance to program directors who just wanted to do their research.

Tackling those manual, repetitive processes made it clear that these steps were ripe for automation.

When AI and BI tools matured enough to actually handle the complexity of regulated financial operations, I made a shift. I stopped being the person slogging through the work manually and started building data management and systems that do it better, faster, and without the human error that keeps auditors employed.

I hold a CPA license (Oregon) and an MBA. I've managed federal financial compliance for NIH and NSF awards. I know 2 CFR 200 at the line-item level — not from theory, but from experience.

But understanding regs is only half the job. The other half is making them operational — translating a Uniform Guidance revision into an updated subaward monitoring workflow, or rebuilding a pre-subcontract risk assessment process when the old one can't survive an audit. I've done that work across multiple organizations, each with different systems, different data structures, and different tolerances for change.

That operational mindset led me to take action even when data infrastructure was missing. I pulled from disconnected ERPs, grant management platforms, and general ledgers to create the reporting and reconciliation layers that compliance actually requires. This is the work most consultants skip: not just analysis, but building the data engineering underneath it.

Now I bring that same depth to building AI automation that yields measurable results in regulated environments—such as reducing processing times, increasing compliance accuracy, and minimizing manual intervention. I focus on purpose-built automation to address the specific pain points I've experienced firsthand for 10 years, ensuring my solutions address real operational challenges.