Finance and operations builder who ships.

$24M+ annual premiums · 8 employer accounts · 20,000+ employees covered

• Sole finance owner for $24M+ in annual premiums across 8 employer accounts — the direct finance partner to senior leadership, with no team behind me.
• Identified a fully manual, leadership-hours-heavy RFP search process and independently built the fix: an automated RFP Finder (Claude + Google AI Studio) with zero engineering support — cutting search time by 10+ hours/week and tripling RFP throughput. Still in daily production use.
• Built a second tool from scratch, a Proposal Rater, that ingests carrier quotes and RFP requirements and scores competitive positioning — now used daily by leadership to decide which proposals to pursue and how to price them.
• Designed and shipped Excel automation (macros/VBA) that cut manual processing time ~40%, with tooling still in active production use.
• Own monthly and quarterly variance analysis across all 8 accounts — tracing discrepancies between internal records and carrier data to root cause, resolving billing exceptions before they reach client invoices.
• Built and maintain live Power BI dashboards that replaced static reporting, giving leadership real-time visibility into premium billing and account-level performance.

15+ active clients · 120+ monthly shipments · $2M+ monthly transaction value

• Built the company's financial reporting infrastructure from scratch for a cross-border US–Mexico logistics operation — giving 2 senior supervisors their first real-time visibility into revenue, cost, and margin.
• Delivered variance analysis and data-driven pricing and resource-allocation recommendations that replaced gut-feel decisions, directly improving forecast accuracy on high-volume cross-border routes.
• Sole finance partner across operations, sales, and leadership; ran bilingual (EN/ES) coordination with cross-border partners to keep reporting accurate in a fast-moving, multi-party supply chain.