Projects using Microsoft Excel in CaliforniaProjects using Microsoft Excel in CaliforniaLed Accounting Ops for High-Volume Auto Dealership – 2,000+ Transactions/Month
I ran the accounting function for a wholesale auto dealership, handling over 2,000 transactions per month across sales, inventory, and vendor accounts.
I built the workflow from scratch, cleaned up Dealertrack data, helped sync up other departments so financials could be tracked, supported team members who needed help learning proper entries, and worked beyond my title—doing controller-level work without the controller-level pay.
In the end, I advised leadership on financial red flags and recommended winding down operations. They chose not to—and filed bankruptcy shortly after.
Not every job ends in a portfolio-perfect story. But this one taught me how to lead, stay honest, and stand firm on the numbers—even when no one wants to hear them. As Founding Designer at Zeal, I built the product’s UX and UI from zero, designing data tools that helped teachers make sense of student progress across Common Core standards. I spent multiple days per week in classrooms observing real use, during lessons, between classes, and in planning meetings, and redesigned based on what actually worked under time pressure. I led the design of teacher dashboards, proficiency heatmaps, goal-setting tools, and an adaptive classroom game that adjusted difficulty per student while maintaining shared competition. The result was a platform adopted by 100+ schools, where teachers could understand class progress in seconds and make better instructional decisions without wading through raw data. Accounting Performance Dashboard
An executive-level accounting dashboard consolidating revenue, margins, cash flow, working capital, and operational drivers into a clean, decision‑ready snapshot.
Includes:
• Monthly revenue, margin, and cash-flow performance
• Working-capital structure and liquidity indicators
• Operational drivers (AR, AP, inventory, turnover ratios)
• Trend analysis across revenue, GP%, NP%, and OPEX%
• Strategic advisory insights for financial improvement
