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Founder experience

Enterprise experience.
Practical application.

The Founder brings Fortune 100 experience across operations, financial reporting, analytics and technology implementation.

Selected work from the Founder’s prior career.

01 / Financial reporting

From manual preparation to a repeatable reporting operation.

Automated extraction, reconciliation and client-ready formatting across more than 30 portfolios.

75%of reporting process automated
5 minutesto generate reporting output
≈1 daytotal preparation, including review

Previously 3–10 days per portfolio.

The buildout combined API-based extraction, embedded quality checks and standardized presentation. Consultants and analysts could spend more time reviewing performance and developing client insights.

Warmly lit workspace overlooking a tree-lined courtyard
02Executive dashboardsOperational visibility, portfolio performance and decision support.

The challenge

Leaders lacked flexible visibility into operational and portfolio performance. Existing executive summaries relied on inflexible pivot tables and inconsistent underlying data.

The work

Internal dashboards brought together departmental task tracking, potential late-payment risks, client savings and portfolio performance. Client-facing views covered year-to-date portfolio value, asset-level expenses, relative performance, savings and industry benchmarks.

03Budgeting & forecastingAutomated preparation, data controls and market-informed modeling.

The challenge

Budgeting across more than 30 portfolios depended on manual preparation, flat assumptions and underlying data with quality issues, creating risks for investor reporting and cash planning.

The work

Automated preparation combined data quality controls and reconciliation with industry- and market-informed models. Predictive and prescriptive analytics informed assumptions and provided a more developed basis for planning.

04Forecasting applicationBusiness analysis connecting market data, calculations and user-facing forecasts.

The challenge

Clients needed a tool to generate forecasts at scale and make the resulting information accessible to users.

The work

Business analysis supported an application combining backend market and industry data, forecasting calculations and user-facing outputs. The work connected business requirements with application functionality.

From data foundations to automated workflows.

Big data development & implementation

Data ingestion, transformation, integration and validation. Connecting large, complex datasets to reliable reporting, analysis and operational use.

Applied AI & workflow automation

Prompt engineering and chained API workflows in n8n, Make and Zapier. Applications include prospecting, cold email and monthly close.

Discuss an operational challenge