Reduce repetitive Excel/CSV and file-processing work through clearly scoped Python automation managed with AI assistance, testing, setup notes and human review. Primary use cases are financial data validation, reconciliation checks, reporting preparation and document/file processing. We establish inputs, volumes, business rules, output format and acceptance tests before starting. This is an offered delivery process, not programming employment tenure.

My background: 25+ years in finance, 12 years in management, 25+ years using Excel, 20+ years using Salesforce and 3 years using AI tools. Consolidated Financial Services Experience: Banks & Financial Institutions (multiple employers), 2001–2026. My financial-institution background includes Wells Fargo, JPMorgan Chase, Washington Mutual and Citibank, along with other financial-services organizations. Grouping dates do not represent individual tenure at each institution. SCA Capital Inc. — Owner/Founder, June 2019–Present, with legitimate overlap.

Supporting portfolio demonstrations use synthetic financial documents and prewritten responses to show discrepancy review, cash-flow calculations and manual rubric comparison. Offline arithmetic/fixture checks verified locally. These are illustrative demonstrations, not paid AI evaluation engagements, client results, live-model benchmarks or production deployments.

Rates: $100/hour baseline; specialized financial work and appropriately scoped complex automation $125–$175/hour. Fixed quotes require agreed deliverables, inputs, review criteria, testing and acceptance checks. Existing submitted proposal/contract terms remain unchanged.