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Ocean Waves Aerial

Skills & Expertise

Over the past decade, I've built a toolkit that spans technical analytics, financial systems, and collaborative leadership. These aren't theoretical capabilities—they're skills developed through hands-on work managing complex budgets, building enterprise platforms, and leading teams under pressure. What makes this combination effective isn't any single skill but the integration: technical depth that enables building solutions, strategic capabilities that ensure those solutions drive business impact, and communication skills that drive adoption across diverse stakeholders. Below is what that toolkit looks like in practice.

Technical Skills

Python

MySQL

PHP

HTML

R

Westlaw

Finance & Analytics

Budget Analysis

Financial Forecasting

Business Intelligence

Team Leadership

Strategic Planning

Stakeholder Management

Data Visualization

Change Management

Legal Research

Strategic Capabilities

Systems Integration
Strategic Communication
Institutional Knowledge
Stakeholder Management
Change Management
Analytical Problem-Solving
Role Flexibility

Software & Systems

​Power BI

Tableau

Excel

Git

SharePoint

Teams

Technical Skills

Technical Skills

Python

Developed automated data processing pipelines, ETL workflows, and analytical scripts supporting legislative fiscal analysis. Used Pandas for data manipulation, NumPy for calculations, and custom modules for standardizing agency data submissions. Python automation eliminated 70% of manual data cleanup time in performance budget reporting—transforming collected data into publication-ready outputs through scripting rather than manual Excel work.

R

Implemented R-based data collection system with embedded validation rules for performance-based budget submissions from 90+ state agencies. Built automated quality control checks identifying data issues at ingestion rather than after publication, improving consistency across agencies while reducing analyst intervention. R's statistical capabilities supported forecast modeling and trend analysis informing revenue projections.

SQL / MySQL

Architected enterprise database infrastructure serving as single source of truth for all legislative budget data. Designed schemas supporting 10+ publications, developed complex queries handling multi-billion dollar appropriations data, and optimized performance for real-time platform queries. Database work eliminated data consistency issues across publications while enabling automated report generation replacing hundreds of hours of manual table creation.

PHP

Developed server-side applications supporting legislative budget processes, including custom tools for data validation, report generation, and workflow automation. PHP scripting enabled web-based interfaces for internal analysts and external agency users, facilitating data collection and improving submission quality through real-time validation feedback.​

Git

Implemented version control for analytical code, database scripts, and collaborative development projects. Git workflows enabled team collaboration on complex systems, maintained code history for troubleshooting, and supported structured release management for platform updates—bringing software development best practices to fiscal analysis environment.​

Westlaw

Conducted legal research supporting fiscal policy analysis, regulatory compliance review, and interpretation of statutory budget requirements. Westlaw proficiency enabled analyzing legislative history, tracking regulatory changes affecting state finances, and researching case law relevant to appropriations processes—combining legal training with technical analysis to provide comprehensive policy guidance.​

Finance & Analytics

Finance & Analytics

Budget Analysis & Development

Directed comprehensive budget analysis for $25+ billion in annual state expenditures across 90+ agencies, evaluating requests against revenue projections, policy priorities, and historical trends. Developed multi-volume Budget Analysis publication serving as foundation for legislative deliberations, translating complex appropriations into accessible formats supporting informed decision-making. Analysis combined quantitative evaluation with qualitative assessment of program effectiveness, agency capacity, and strategic alignment.

Financial Forecasting & Modeling

Maintained 90%+ forecast accuracy through unprecedented economic volatility—COVID-19 disruption, inflation surge, revenue fluctuations—by adapting models to changing conditions while preserving methodological rigor. Developed 10-year State General Fund projections integrating revenue trends, expenditure patterns, and economic indicators to provide multi-year fiscal outlook. Forecasting work balanced technical precision with practical uncertainty, presenting projections as strategic planning scenarios rather than false precision.

Business Intelligence & Analytics

Built enterprise analytics infrastructure transforming how organization accesses and analyzes budget data. Developed interactive platforms serving 165+ users with real-time budget intelligence, replacing static reports with dynamic exploration enabling users to answer their own questions. Analytics work combined technical implementation (data modeling, DAX formulas, visualization design) with user experience design ensuring platforms served actual decision-making needs rather than abstract technical possibilities.

Strategic Capabilities

Strategic Capabilities

Systems Thinking & Integration

I connect technical decisions with strategic outcomes, understanding how database architecture choices affect user adoption, how process changes impact institutional culture, and how short-term solutions enable or constrain future options. This integrative approach drove the Budget Analysis modernization—simultaneously addressing technical infrastructure, workflow redesign, stakeholder engagement, and timeline acceleration as interdependent components of a unified system.

Strategic Communication & Translation

I translate complexity into clarity across diverse stakeholders: framing technical constraints as strategic opportunities for executives, converting billion-dollar budgets into comprehensible narratives for policymakers, and explaining policy requirements in terms technical teams can implement. This communication agility enables me to build consensus, drive adoption, and ensure solutions serve actual needs rather than abstract specifications.

Institutional Knowledge & Contextual Analysis

I connect institutional history with current decisions—understanding why processes exist, what previous efforts succeeded or failed, and how organizational culture shapes what's possible. This contextual knowledge prevents repeating past mistakes, identifies leverage points for change, and frames proposals within institutional memory rather than against it. When agencies resist standardization, I understand it's not obstinacy—it's legitimate differences in systems, mandates, and constraints that require flexible solutions.

Cross-Functional Collaboration & Stakeholder Management

I build consensus across organizational boundaries by understanding what each stakeholder values, finding common ground among competing priorities, and structuring solutions that serve multiple needs simultaneously. Whether coordinating 90+ state agencies on data standards, facilitating legislative conference negotiations, or aligning technical teams with business stakeholders, I navigate complexity through relationship-building, active listening, and collaborative problem-solving rather than hierarchical mandate.

Change Management & Organization Adoption

I drive adoption through strategic change management: building internal champions who influence peers, delivering early wins that demonstrate value, addressing resistance through listening rather than mandates, and establishing feedback mechanisms that incorporate user input. Whether implementing enterprise platforms or restructuring workflows, I understand that technical excellence matters less than user acceptance—and that acceptance comes from involving stakeholders in solutions, not imposing solutions on stakeholders.

Analytical Problem-Solving & Strategic Planning

Organizations need people who can wear multiple hats, especially during transformation or resource constraints. I move fluidly between roles: building databases when technical work is needed, presenting to executives when communication is required, leading teams when coordination matters, and analyzing policy when strategic input drives decisions. This adaptability—grounded in diverse background spanning law, finance, technology, and policy—enables me to contribute across organizational needs rather than within narrow functional boundaries.

Software & Systems

Software & Systems

Power BI

Architected enterprise budget intelligence platform serving 500+ users through Power BI Service and Report Builder—achieving 95% adoption within 6 months. Developed complex DAX formulas handling multi-billion dollar budget calculations, designed data models integrating disparate source systems, and created interactive dashboards balancing accessibility with analytical depth. Power BI expertise enabled delivering dual outputs from single data source: interactive digital platform for dynamic analysis and print-ready PDFs for official records—eliminating redundant development while ensuring consistency.

Tableau

Developed interactive visualizations and executive dashboards leveraging Tableau's analytical capabilities for budget trend analysis, agency comparisons, and fiscal policy communication. Tableau skills complement Power BI expertise, enabling selection of optimal visualization platform based on specific use case requirements, existing infrastructure, and stakeholder preferences. Experience with both major BI platforms provides flexibility adapting to organizational technology ecosystems.

Microsoft Excel

Expert-level proficiency spanning complex financial modeling, pivot table analysis, scenario planning, and VBA automation. Excel serves as universal business language—critical for communicating with stakeholders across technical sophistication levels and integrating with legacy systems. Advanced capabilities include Solver optimization, Power Query data transformation, complex nested formulas, and macro development automating repetitive analytical tasks.

Microsoft SharePoint

Implemented SharePoint for document management, team collaboration, and workflow coordination supporting legislative fiscal analysis. SharePoint expertise includes site administration, permission management, list/library design, and integration with other Microsoft 365 tools. Platform enabled centralized document storage, version control, and collaborative editing—replacing email attachments and file server chaos with structured information management.

Microsoft Teams

Coordinated cross-functional projects and maintained team communication through Teams platform, leveraging channels for topic organization, file sharing for collaborative work, and video meetings for remote coordination. Teams proficiency includes administration, integration with other Microsoft tools, and adapting platform capabilities to organizational workflow needs. Platform became critical for maintaining productivity during remote work periods and coordinating geographically distributed stakeholders.

Microsoft Access

Developed departmental databases for specialized data management needs not requiring enterprise database infrastructure. Access expertise includes table design, query development, form creation, and report generation—providing rapid database solutions for smaller-scale analytical projects while understanding when projects outgrow Access capabilities and require migration to enterprise platforms like MySQL.

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