Projects

Modeled a $20M+ villa development's ability to self-fund through construction, financing, and sale phases across a 3-year horizon.

A unit-level underwriting and cash management model integrating construction budgeting, cost allocation, financing, and profitability analysis.

Automated extraction of 50,000+ transactions from 100+ monthly statements into structured, source-traceable data.

A Python pipeline that extracts, validates, and structures transaction data directly from PDF financial statements.

Automated ~95% of a monthly payment-cost allocation process covering 13,000+ transactions, while preserving daily reconciliation controls.

An allocation engine that distributes Stripe fees and shared payment costs to individual transactions for accurate unit-level profitability.

Replaced hours of manual CRM analysis with an automated Salesforce reporting pipeline covering historical pipeline tracking and executive dashboards.

Extracts, transforms, and compares weekly Salesforce snapshots to surface pipeline movement and validate forecasts.

Converted historical CRM bookings into a probability-based 2026 forecast, flagging a $1.76M gap to target with 22 weeks remaining.

A rolling forecast model using 105 weekly booking windows and scenario analysis to test whether the annual objective remains achievable.

Supported a $400K equity raise for a 7-country café franchise expansion, closing at a higher implied valuation than the original $1M ask.

A 36-month integrated financial model and investment memorandum underwriting each of 7 planned markets independently.