Analytics that answer the question behind the question.
Economics and finance first. Deep in Excel and VBA, fluent in Power BI, DAX and SQL for analysis, and building AI workflows with Claude Code.
What I actually do
Analysis is the deliverable. Building the tool is how it gets there faster.
I build the tooling
Most analysts wait for someone else to ship the report. I write the thing that produces it — Excel add-ins, recursive LAMBDAs, automation that removes the manual step entirely.
Grounded in the finance
An economics degree and CFI's FMVA behind the modelling, so the analysis reflects how a business actually works rather than how a dataset happens to be shaped.
AI in practice, not in theory
Open-source Claude Code skills for real finance work. Not a slide deck about AI — tooling that runs, published where anyone can read it.
Selected work
Things I have shipped, not things I have opinions about.
Sizing a bond issue to a coverage test
Par comes out as an output rather than going in as a guess. Verified to the cent against two published benchmarks.
Read moreTeaching an AI assistant to do finance work properly
Skills that give Claude Code real competence in Excel finance work, rather than plausible-sounding guesses.
Read moreA LAMBDA library that lives in the ribbon
Store, search, edit and share custom LAMBDA functions from a ribbon group instead of Name Manager.
Read more
Credentials
Finance first, then a deliberate turn toward data and AI.
AI for Finance Specialization
Corporate Finance Institute
Business Intelligence & Data Analyst (BIDA®)
Corporate Finance Institute
AI Accelerator
Tactic Financial
Financial Modeling & Valuation Analyst (FMVA®)
Corporate Finance Institute
Business Analytics: From Data to Insights
Wharton Executive Education, University of Pennsylvania