Building AI-Powered Automation Across Business Operations
Business Analytics graduate (UMass Amherst) specializing in AI-driven workflow automation, intelligent data systems, and domain-agnostic process optimization. Building agents that automate accounting, operations, and analytics workflows using LLMs, RAG, and deterministic engines.
Background & Education
I'm a Business Analytics professional blending domain expertise with modern AI/ML engineering. My journey spans business analysis at VTAR to building AI automation agents at Maven Strategic Solutions — across accounting, operations, and analytics domains.
MS in Business Analytics from UMass Amherst (Isenberg), with deep expertise in machine learning, data visualization, and intelligent automation. I'm passionate about bridging complex business processes with automated, intelligent systems — whether in finance, operations, or data-intensive workflows.
Professional Journey
- Designed and deployed an AI-powered automation agent using Claude, Excel, and Python to streamline accounting and operational workflows — financial statement generation, regulatory computations, and compliance reporting.
- Built a dynamic parser capable of auto-discovering sheet structures, column layouts, and account hierarchies at runtime, processing any chart of accounts from QuickBooks, ERPs, or custom systems without manual reconfiguration.
- Automated complex regulatory calculations (FINRA 15c3-1 net capital) using a deterministic Python engine covering asset deductions, haircut schedules, concentration charges, and ratio compliance testing.
- Architected a scalable agent framework integrating RAG (ChromaDB) for domain knowledge retrieval, FastAPI backend, Supabase data layer, and multi-interface deployment — extensible to operations, HR, and supply chain workflows.
- Conducted market research, sales, and product performance analysis using Excel, SQL, and Python to support pricing, forecasting, and market expansion decisions, contributing to entry into three new markets and a 5% revenue increase.
- Built dashboards, reports, and KPI tracking tools using Excel, SQL, Python, and data visualization techniques to communicate insights to cross-functional stakeholders, improving workflow efficiency by 15% during new product launches.
- Performed competitive analysis and market research to identify growth opportunities, translating insights into strategic recommendations for leadership and reducing procurement lead time by two weeks.
Featured Work
AI Accounting & Operations Automation Agent
End-to-end automation agent for accounting and operational workflows. Features dynamic parser for any chart of accounts, deterministic regulatory computation engine (FINRA 15c3-1), RAG-powered domain knowledge retrieval, and extensible framework for operations, HR, and supply chain processes. Built with Claude, Python, FastAPI, ChromaDB, Supabase.
AI Data Analysis Platform
Automates data analysis, charts/dashboard generation, and insights — reducing manual work from hours to minutes. Uses cloud-based open-source LLM models with instant AI inference.
View Demo →AI CRM Platform
Automates lead generation, web scraping, CRM workflows, AI-assisted follow-ups and alerts, and project management with custom automations based on user preferences and workflows.
View Demo →Interactive Excel Dashboard: Best Places to Live in Europe
Comprehensive interactive dashboard analyzing 40 European countries across unemployment, cost of living, healthcare, transportation. Leveraged pivot charts, macros, Solver, conditional formatting to identify top 3 optimal destinations.