Review financial workflows, clarify business rules and requirements, identify reconciliation/reporting exceptions and establish human review checkpoints. Deliverables can include process maps, documented review criteria, exception logs, reporting improvements and scoped automation requirements. I manage appropriately scoped AI-assisted implementation with testing, documentation and human/team review. Scope-specific integrations require established requirements and acceptance tests; broad software development expertise is not claimed.

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.