Profile Summary

👋 About Me I am a seasoned Workday Planning Specialist & Business Operations Consultant with over two decades of experience driving financial excellence. Whether I’m acting as a strategic partner to C-Suite executives or helping a lean start-up automate its core processes, my goal is the same: precision, integrity, and growth. 📈 Workday Planning Specialist with 20+ years in the field I bridge the gap between complex data and executive decision-making. 1] Strategic Partner: I serve as a key advisor to CEOs, CFOs, and VPs, delivering the data-driven insights necessary for high-stakes maneuvers. 🧠 2] Systems Architect: I spearheaded the implementation and maintenance of our financial planning applications, ensuring a "single source of truth" for budgeting and forecasting. 💻 3] Team Mentor: I take pride in managing and professionalizing teams, overseeing workflows to ensure every deliverable meets the highest standard. 👥 🚀 Freelance Operations & Compliance (Start-ups & MSEs) I help smaller enterprises play in the big leagues by streamlining their "back-office" chaos. 1] Tax & Compliance Hero: I handle the full lifecycle of business registrations, renewals, and end-to-end tax compliance so founders can focus on their vision. ⚖️ 2] Cloud Accounting Expert: As a QBO Pro & Xero Advisor, I specialize in system set-ups, "messy" book clean-ups, and deep-dive financial analysis. ☁️ 3) Automation Architect: I don’t just manage workflows; I optimize them. I design and deploy automation that saves time and eliminates human error. 🤖

Software Expertise

• A2X
• Adobe Photoshop
• Bill.com
• Canva
• ChatGpt
• CoPilot
• Fathom
• Google Drive
• GoogleSheets
• Gusto
• Hubdoc
• Microsoft Excel
• Microsoft Office
• Perplexity AI
• Power BI
• Quickbooks Online
• SaasAnt
• SassAnt
• Slack
• Trello
• Xero
• Zoom

Certifications

• Quickbooks Online Proadvisor
• Xero Adviser Certified
• Bill.com AR AP Certified
• Hubdoc Certified
• Certified Fathom Advisor
• A2X Certified