Portfolio / 2026
I’m an accounting and analytics professional who likes turning complicated work into systems people can actually use.
01 / Selected work
Case studies and working tools focused on the part that matters: making sound decisions from imperfect information.
CapitalOps case study
Inspired by my experience supporting operations across 25 residence halls, CapitalOps is a fictional month-end close case study built around a similarly complex, multi-site environment. It demonstrates how I reconcile accounts, investigate exceptions, prepare adjusting entries, maintain fixed-asset support, explain variances, and turn detailed workpapers into management-ready reporting.
Audit strategy
A 32-slide audit strategy showing how I translate a complex organization into a weighted risk assessment, prioritized annual audit plan, governance and QAIP analysis, defensible findings, and actionable recommendations for leadership.
Public tax-record review
A privacy-conscious document review experience for 2026 U.S. federal and Illinois tax recordkeeping. Northstar organizes tax forms, bank and payment-app records, brokerage statements, and business receipts into sourced candidate facts while keeping every extracted value subject to taxpayer confirmation.
Valuation capstone
A graduate capstone demonstrating investment judgment through strategy and accounting-policy review, ratio and risk analysis, and residual-income and cash-flow valuation. The work produced a clear sell recommendation supported by a material gap between estimated intrinsic value and the market price.
Live dashboard
An operational dashboard designed to make campus assets easier to find, maintain, and hand off. It combines searchable inventory, mapped locations, floorplan references, task tracking, local data persistence, and CSV export in one practical workflow.
Tableau map
A privacy-conscious reconstruction of a Tableau workforce analysis that turns joined employee, rating, manager, and ZIP data into location-level performance insights while keeping individual employee records out of the published dashboard.
02 / After hours
Experiments, game concepts, and lighter builds that give me room to try something new.
Accounting game
An Excel-style accounting training game that shows how I turn technical close work into repeatable learning systems. Twelve scenarios teach formula design, keyboard efficiency, bank recs, A/R aging, accruals, variances, depreciation, and margin review.
Protected stats tool
A private research workspace for comparing player form, major history, course fit, and performance trends. Access is limited; reach out to me for the login.
Game concept
A project space for building out a fantasy football experience, from concept notes to interface experiments and future gameplay.