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I build financial models and the tools that run them. The most recent is in my portfolio below: a 36-month SaaS financial model in Google Sheets - tiered recurring revenue, churn, a full expense ledger, and P&L / cash runway / SaaS metrics dashboards - with a web app on top that stages any assumption change as a live scenario before anything is written to the sheet. There's a short demo video with it, so you can judge the work directly. Before freelancing I spent 11 years in government contract pricing - first at Booz Allen Hamilton, then as the only pricing person at three small/mid-size firms, where I built the models myself and walked CEOs through them. That work was FAR-governed cost proposals, indirect rate structures, and numbers that had to survive government audits. Along the way I designed and built a suite of internal Power Platform applications for those firms - proposal and estimating systems, a Teaming Agreement/NDA management app, and the contract lifecycle and approvals system that's now in my portfolio below, with multi-stage approval workflows built in Power Apps and Power Automate on SharePoint and Dataverse. What I take on: Financial models and forecasting - SaaS revenue tiers, scenario cases, runway and burn, budget vs. actuals Government contract pricing - cost volumes, FAR compliance, rate structures, proposal support Power Platform business applications - Power Apps and Power Automate on SharePoint and Dataverse: approval workflows, document lifecycle and management systems, estimating tools Custom spreadsheet and workflow tools - Google Sheets + Apps Script and Excel A lot of what I build is reusable by design, so if something in my portfolio is close to what you need, the fastest path may be customizing it to your data and workflow instead of starting from scratch. If you're not sure which side of that line your project is on, ask - happy to give you a straight read.

Pioneering AI in Data Analytics to convert raw data into actionable insights. I managed data analytics teams at $1-5B companies for almost 10 years before starting my own business and becoming a full-time freelancer. I have extensive experience in industry-standard applications such as Power BI, Tableau, and Sigma. I've also been fortunate to work with new and exciting AI-forward applications such as Domo. Whether you're looking for consultation on how to get started with analytics, or need help with a specific task, I'm here to help you. Having delivered analytics to marketing, sales, operations and finance teams, I'm able to quickly understand what you're looking for, confirm the questions that we need to answer, and deliver the insights on your platform of choice. I'll also provide proposed next actions from a strategy perspective, and show you how you can interact with my insights. My most recent certifications are from AWS: Certified AI Practitioner; and Salesforce: AI Associate. I hold a Bachelor of Science in Business Administration degree from Boston University, and a Professional Certification from Columbia University's Data Analytics & Visualization program.

Most companies don't have an AI problem. They have a revenue problem. Their CRM is a mess. Leads fall through the cracks. Reporting can't be trusted. Sales teams spend hours every week doing work that should be automated. I help businesses fix that. For more than 15 years, I've helped companies grow revenue across SaaS, EdTech, real estate, and professional services. I've built and operated businesses myself, managed sales organizations, implemented CRM platforms, and designed the systems that turn leads into customers. Today, I combine Revenue Operations expertise with AI and automation to help companies scale without adding unnecessary headcount. WHAT I DO Revenue Operations & CRM • Salesforce administration, optimization, and automation • Lead routing, pipeline design, and opportunity management • CRM implementation, cleanup, and process redesign • Sales forecasting, reporting, and revenue analytics • Sales playbooks, workflows, and team enablement • Customer onboarding and lifecycle automation AI & Business Automation • AI agents for lead qualification and appointment booking • Voice AI for inbound and outbound sales workflows • CRM-integrated automation using n8n, Make, Zapier, and APIs • AI-powered customer engagement and follow-up systems • Internal business automation that reduces operational overhead • Custom workflows that eliminate repetitive manual work WHY CLIENTS WORK WITH ME Most consultants focus on tools. I focus on outcomes. I've spent the last decade running businesses, selling software, managing revenue operations, and building systems that people actually use. Every automation, workflow, and CRM process is designed around a measurable business result: • More qualified pipeline • Faster response times • Higher conversion rates • Better visibility into revenue • Lower operational costs Whether you need a Salesforce expert, a RevOps leader, an automation architect, or someone who can connect AI to real business processes, I bring both strategic and hands-on experience. Top Rated Freelancer | $605K+ Earned on Upwork | 25+ Successful Contracts

I am a Healthcare Revenue Cycle & Data Analytics Consultant with 15+ years of experience across clinical operations, revenue cycle management, pharmacy billing, and healthcare analytics. I specialize in improving financial performance through denial reduction, claims optimization, workflow redesign, and data-driven decision support. My background spans Medicare, Medicaid, and commercial payer environments, with hands-on experience reducing billing cycle times, improving data accuracy, and optimizing reimbursement workflows. I combine deep operational knowledge with analytics tools like SQL, Excel, Tableau, and healthcare reporting systems to uncover revenue leakage and improve performance. I have led process improvement initiatives that reduced billing cycle delays by 30% and decreased data entry errors by 25%, while supporting compliance with payer regulations and system integrity across complex healthcare environments. I help organizations streamline revenue operations, improve claim outcomes, and build scalable, data-informed workflows that increase efficiency and cash flow. ✔ Revenue Cycle Optimization (RCM) ✔ Claim Denial Management & Resolution ✔ Medicare & Medicaid Billing Workflows ✔ Healthcare Data Analysis & Reporting ✔ KPI Dashboards & Performance Tracking ✔ Revenue Leakage Identification ✔ Billing Process Improvement & Workflow Design ✔ Healthcare System & Data Reconciliation ✔ SQL / Excel / Tableau Reporting Support ✔ Healthcare Operations Consulting

Top 1% on Upwork · $400K+ earned · 5.0 rating. I go inside growing businesses and rebuild the operations, systems, and revenue infrastructure that are quietly costing time and money. Growing companies don't stall because they lack ambition. They stall because their systems can't keep up. The CRM nobody trusts. The automations that quietly fail. The founder is still manually checking everything because nothing truly runs without them. That's where I come in. 𝐖𝐡𝐲 𝐦𝐲 𝐛𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝 𝐢𝐬 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭 Most CRM specialists think in workflows. I think in systems. Before I ever touched HubSpot, I built a Quality Management System from scratch for a Fortune 100 logistics company, led ISO 9001 certification end to end, and drove 25% year-over-year operational improvement in a 200+ person logistics operation. That experience taught me something most marketers never learn: how to design processes that are dependable, measurable, auditable, and built to scale, not just functional today. I then spent nearly three years embedded inside ActiveCampaign, one of the world's leading marketing automation platforms, building the CRM architecture, lifecycle automation, and reporting infrastructure that supports large-scale CRM, automation, and reporting operations, not just individual client accounts. That combination, operations discipline from the ground up plus deep MarTech expertise, is what makes the systems I build different from what most freelancers deliver. 𝐖𝐡𝐚𝐭 𝐈'𝐯𝐞 𝐛𝐮𝐢𝐥𝐭 • $17,000/month in ad spend savings by identifying zero-return channels and recommending platform migration • 40+ HubSpot portals rebuilt or architected from scratch • 800% increase in Google review volume in 30 days through process automation for a legal services marketing agency • Designed and implemented well over 1,000 automation workflows across CRM, marketing, sales, and operations platforms • ISO 9001 certification implemented at a Fortune 100 facility 𝐖𝐡𝐚𝐭 𝐈 𝐝𝐨 𝐢𝐧 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 Most clients come to me with one of three situations. Their systems were set up by someone else and nobody fully understands them. Their CRM has data but the team doesn't trust it. Or the founder is still in every decision even though that was supposed to change months ago. All of these are fixable. I'm typically brought in by agencies, legal and professional services firms, SaaS companies, and founder-led businesses that have outgrown their current systems and need operational infrastructure that can support the next stage of growth. 𝐈 𝐡𝐞𝐥𝐩 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐰𝐢𝐭𝐡: • HubSpot, GoHighLevel, and ActiveCampaign architecture, lifecycle automation, and pipeline operations • RevOps and GTM systems including deal tracking, lead routing, and marketing-to-sales handoff • AI-enabled workflow automation using Claude, ChatGPT, Zapier, and Make • Executive dashboards and KPI reporting leadership actually uses • SOP development and operational process documentation • Cross-functional project and program management 𝐖𝐡𝐚𝐭 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐜𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭𝐥𝐲 𝐬𝐚𝐲: collaborative, solution oriented, fixes it fast, comes back when needed. Great businesses don't scale because they buy more software. They scale because their operations become predictable. That's where I come in.

PROFILE Dedicated healthcare administrative/billing professional with more than 15 years of experience. I am an expert at using my analytical skills to solve problems and recognize trends. Strong organizational skills, understanding of data collection and management. Recognized for relationship building and interpersonal skills. Other notable skills; Data entry Email Management Customer Support A/R reconciliation