Case studies

I look for recurring work where something could get missed, where time could come back, or where the same errors keep needing adjustments. The requirements come from whoever uses the output, and my VP gives me room to choose what to take on. A build is done when its numbers tie back to the source and, where there's an old process, when it has run next to it long enough to trust.

I decide what each automation has to produce and I check its output against the source data. For my newer automations, Claude, an AI coding tool, writes the code. The numbers come from fixed rules, not the AI, and a person reviews anything before it reaches leadership.

Personal projects

Experience

1. Senior Financial Analyst II · TixTrack Sept 2026 to now

   TixTrack makes ticketing software for theaters and performing arts venues, and most of its revenue comes from per-ticket fees and commission on card payments. The plan is for my role to move into FP&A next, covering budgeting, the rolling forecast and budget-vs-actuals reviews. I'm also on the team moving us to an AI-native ERP, with go-live planned for January 2027.

2. Senior Financial Analyst · TixTrack Sept 2025 to Sept 2026

   I build the automations behind our monthly reporting and weekly Stripe reconciliation. The reporting package used to take 30 minutes a run and now takes under 5.

3. I built a three-way check on booked commission revenue in SQL that caught underbilling to clients, and dashboards that give leadership revenue and margin by client. I've also coached senior accountants on automating their own work.

4. Accountant · TixTrack 2024 to 2025

   I automated the weekly Stripe to NetSuite reconciliation. It took 4 hours a week by hand, 6 at month end, and now takes under 30 minutes, start to finish. I also carried out the move of payout accounting from cash to accrual, with period cutoffs that work across five timezones.

5. Sales Development Representative · Airbase 2022 to 2023

   I sold finance automation to CFOs and controllers, and generated $2.2 million in pipeline.

6. Accountant · Vesta Healthcare 2021 to 2022

   Accounts payable, month-end reconciliations and flux analysis across 15 entities in NetSuite.

7. Accounting & Operations · A & H Co. 2018 to 2021

   I ran billing, collections, cash flow and vendors, and led an order-to-delivery project that lifted gross revenue 15%.

8. Accountant · KRD Imports 2014 to 2018

   Full-cycle accounting for a $60 million importer with offices overseas.

How I got here

I spent most of my career in accounting. For a few years I also helped run a small family business, and we had the operations and accounting covered but not the sales and business development.

That was the part I was missing, so I took a sales role at Airbase. I was interested in what they were doing, consolidating finance tools and automating the work, and I wanted to get better at communicating.

I started as an inbound BDR and got promoted to outbound SDR, so a lot of prospecting and cold calling to set meetings for the account executives. Selling to CFOs and controllers taught me to listen for the pain point first, and that's still how I decide what to automate.

When I joined TixTrack as an accountant in 2024, a lot of the weekly work was manual. Every Monday someone copied last week's invoice in NetSuite for each of our 100-plus clients and typed in the new amounts. It took more than two hours because every invoice had to be double-checked, and a mistake in one week got copied into the next.

A week in, I realized NetSuite had a CSV import, so I built a template for it. Now it takes minutes. Applying customer payments to those invoices against Stripe data was done by hand too, so I built a template for that as well.

Then we moved our Stripe payouts from cash to accrual, and I designed that whole weekly process myself, from which Stripe report to use to the import files for every entry. It took four hours a week, and six in a month-end week.

From there I kept going. I went from Excel to Power Query, then SQL so I could write my own queries, then KNIME. KNIME got that weekly reconciliation down to under 30 minutes. I built it so the close could be handed to the senior accountants before my parental leave, and it kept running while I was out.

While I was on leave I kept reading about how AI was changing finance work, and I felt like I was getting left behind. I started to think that in a few years, finance people who can't use AI would have a hard time finding a job. When I got back and found out we had access to Claude, I immediately got to building and the sky was the limit.

Since then I've used Claude to automate our monthly reporting process, and I'm rebuilding our weekly Stripe reconciliation process with it now.

I love automating repetitive work. It minimizes the errors that come from doing it manually, and it saves a lot of time too.

Manual, mindless tasks bore me, and if I could automate my job away I would.

That's why I enjoy building with AI. It feels like I can build and finish these automations a lot faster.

Tools and education