Accounting and tax professional with a working programmer's toolkit. Building the bridge between compliance and code.
Accounting and Information Systems graduate from the University of Cincinnati. Three back to back roles in tax preparation, fraud review, and corporate accounting at Wealthquest, Fidelity Investments, and A.P. Schweitzer Tax Service. Senior project shipped as a live Streamlit application for tax workflow analytics. Working fluency in UltraTax CS, advanced Excel and SQL, and production grade Python with auditable scoring architectures.
A decision support platform for tax workflow analysis. Fully auditable scoring architecture with strict input validation, simulation modeling, historical tracking, and cross user pattern recognition. Manager facing analytics layer with outlier detection. Foundation prepared for future database integration and LLM enrichment to scale across teams.
UltraTax CS, individual and corporate tax returns, financial reporting, audit support, fraud review, internal controls, GAAP fundamentals.
Excel with PivotTables, VLOOKUP, INDEX MATCH, and Power Query. SQL. KPI dashboards. Financial modeling. Data governance and validation.
Python with Streamlit, Pandas, and NumPy. C Sharp. Rust. Git and GitHub. Deterministic scoring architectures and simulation modeling.
Federal and state tax compliance. Risk assessment. Budget forecasting. Client documentation. Regulatory adherence under busy season pressure.
Founded and led a nonprofit serving underserved communities. Coordinated donation drives that delivered more than 800 essential items and 1,000 meals under tight logistical constraints. Built and published the organization website to support outreach, transparency, and donor confidence.