Open to AI enablement roles and consulting engagements
The technical person who speaks fluent business.
I help finance, operations and IT teams, and small businesses, put AI to work. I build the agents and train the people who use them, in plain language and without the jargon.
- $1M
- in vendor cost savings delivered
- $200K
- in invoice reversals secured
- 15+
- AI tools in daily use across 7 departments
- 13 yrs
- running my own cross-border business
Selected work
Working AI agents for finance and operations
Each project below is a runnable app with source code. I built them on synthetic data to show how I design the pairing of deterministic rules and AI judgement that finance teams can trust.
Finance operations
P-Card & Expense Reconciliation
Takes a card statement to an ERP-ready journal entry. Rules handle everything computable; the LLM judges only whether a business justification meets written policy.
Read the case studyAccounts payable
Vendor Invoice Reconciliation
Audits invoices against purchase orders, contracts and AP policy, then returns Approved, Flagged or Rejected with explicit reasons for each discrepancy.
Read the case studyGenerative AI app
AI Travel Concierge
Turns trip constraints into a day-by-day itinerary, grounded in curated local knowledge with a fallback model for reliability.
Read the case studyExperiments & demos
Walkthroughs
See how I think, in a few minutes
Short screen recordings: what I built, why I designed it this way, and how a team would use it.
P-Card Reconciliation, end to end
From a raw card statement to a balanced journal entry.
Catching a fraudulent invoice
How the agent finds duplicates, over-billing and bank-detail red flags.
An “AI in 5” episode
A five-minute lesson in the style I used to train non-technical colleagues.
How I can help
From AI curiosity to AI capability
For small businesses taking their first steps and for enterprise teams scaling what already works.
Training & enablement
AI adoption programs for non-technical teams across finance, legal, operations and beyond.
Workflow automation
Internal AI tools and automations that remove repetitive work and surface insight faster.
Use case discovery
Find the high-impact opportunities across departments, from FP&A modeling to contract analysis.
Enablement content
Videos, guides, prompt libraries and playbooks that make AI approachable and immediately usable.
Featured program
“AI in 5”: a video series that got colleagues using AI
At Adeia I created and produced a 10-episode training series, start to finish, that helped non-technical colleagues adopt AI tools with confidence. Five minutes, real tools, immediate value.
Background
- Enterprise: built and led the AI enablement program at Adeia Inc. (NASDAQ: ADEA), a publicly traded IP licensing company, across Tax, Accounting, IT, Facilities, Investor Relations, Business Development and Sales Ops.
- Technical and business: BS in Computer Science, an MS in Management Information Systems, and earlier work as a developer and a financial analyst at Citigroup.
- Owner's perspective: I ran a cross-border apparel manufacturing and import business for 13 years, with sales, production, supply chain and the P&L.
- Tools I teach and build with: Claude, Claude Code, Cowork, ChatGPT, Hebbia, and the Claude developer platform.
Work with me
Three ways to start
For small businesses and for teams inside larger companies. I scope each one together, so you know what you're getting before we begin.
1. AI readiness check
A short working session to see where AI could save you time or money, and where it wouldn't. You leave with a ranked list of opportunities in plain language.
2. One workflow, built
We pick a single repetitive process, such as reconciling invoices, reviewing contracts or tracking renewals, and I build and test an AI-assisted version of it with your team.
3. Team enablement
Hands-on training and short video lessons in the style of “AI in 5”, so your people use the tools confidently and keep using them.
Let's talk
Bring AI enablement to your organization
I'm exploring Head of AI Enablement, AI Program Manager and AI Enablement Manager roles, and taking on consulting work with small businesses and enterprise teams.
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