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About Me

I’m a data and accounting professional with more than twenty years of Big Four experience developing technology-driven solutions for financial and tax teams. I am completing a Master’s in Applied Data Science at USC (Dec 2025), which builds on my professional background and strengthens my skills in Python, SQL, Spark, Airflow, and AWS for large-scale financial data processing.

My work centers on improving the accuracy and reliability of accounting and reporting systems through scalable data pipelines, automated reconciliations, anomaly detection, and retrieval-based analytics. I also apply modern AI tools such as LangChain and LangGraph to support advanced analysis and decision-making.

Thank you for visiting. You can download my resume below or explore my background and experience on this page.

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Education

Master of Science in Applied Data Science - Expected 12/2025

University of Southern California (USC) • GPA: 3.50

Los Angeles, CA

Master of Business Administration in Finance and Strategic Management

Claremont Graduate University

Claremont, CA

Bachelor of Science in Biological Science
Bachelor of Arts in Social Science

University of California, Irvine

Irvine, CA

Work Experience

May 2024 - Present

January 2010 - April 2024

Professional Sabbatical

Data Professional – Graduate Study and Technical Development

  • Took a planned career pause to support my daughter’s start in school while completing graduate studies and expanding technical proficiency in data systems and analytics.

  • Developed hands-on projects in recommendation systems, time series modeling, and retrieval-driven data pipelines reflecting current advances in intelligent and agentic technologies.

Ernst & Young

Senior Manager, Tax Technology and Transformation Services

  • Reduced manual data preparation time by 50% through automated pipelines, freeing teams to focus on higher value financial analysis and review.

  • Cut end-to-end review cycle times by 3 days by implementing standardized reconciliation logic across tax and accounting datasets.

  • Improved accuracy of tax data processing by 20% through automated anomaly detection, validation checks, and cross-system reconciliation workflows.

  • Enabled faster quarter-end reporting by building ingestion pipelines capable of processing millions of rows of structured client data.

  • Managed multiple parallel workstreams (client delivery, automation development, quality reviews, training, and senior-level presentations) while maintaining accuracy and deadlines.

  • Designed and implemented scalable ETL pipelines supporting ingestion, validation, and transformation of global tax and accounting datasets.

  • Oversaw SaaS and application development projects integrating tax and accounting compliance solutions with large-scale financial datasets.

  • Partnered with clients to scope and deliver custom automation tools for tax data analysis, reporting, and GAAP aligned reconciliation workflows.

  • Led development of Python and SQL based automation tools that improved data accuracy and accelerated multi-stage review cycles.

  • Improved financial data quality by introducing automated validation, reconciliation, and variance detection logic across high volume financial reporting flows.

Manager, Tax Technology Transformation Services

  • Improved team productivity by 25% by developing reusable SQL scripts, standardized templates, and automated data prep workflows.

  • Reduced reconciliation effort by 20 hours per cycle through SQL based variance detection and exception identification logic.

  • Led a team of 10 consultants on data intensive tax and accounting engagements requiring SQL, database design, and analytical scripting.

  • Integrated structured client data from multi-source systems into reporting and analytics platforms, supporting downstream tax and financial workflows.

  • Championed technology driven process improvements that accelerated review cycles and strengthened data reliability.

  • Collaborated with cross-functional teams (IT, finance, tax, engineering) to standardize data ingestion, mapping, and reconciliation processes.

  • Accelerated data integration and mapping across financial systems, improving downstream reporting efficiency and consistency.

Senior Consultant, Business Tax Advisory

  • Conducted interviews with SMEs and used quantitative analysis to support tax credit and deduction positions.

  • Managed full project lifecycle including budgeting, execution, and delivery.

  • Built analytical tools in Excel using pivot tables and charts to support findings.

Relevant Coursework

USC Master's Program

Information Retrieval and Search Systems

  • Constructed indexing pipelines and ranking models; applied precision/recall metrics and retrieval techniques relevant to large-scale financial datasets.

Machine Learning and Recommendation Systems

  • Implemented logistic regression, SVM, decision trees, ensembles, and collaborative filtering using PySpark.

Data Engineering and Architecture

  • Developed distributed data pipelines with Hadoop and Spark; optimized schema design and NoSQL integration (MongoDB, HBase, DynamoDB); reinforced skills foundational to AWS-based data engineering.

Applied Data Processing and Analytics in Python

  • Web scraping, object oriented design, time series, geospatial and text data analysis; emphasized data ethics, provenance, and automated analysis pipelines.

Skills

Languages: Python, Scala, SQL​

Cloud and Data Platforms: AWS (S3, Glue, Redshift), Databricks, MongoDB, MySQL, NoSQL Systems, SQL Server

Tools and Frameworks: Airflow, Jupyter Notebooks, LangChain, LangGraph, NumPy, Pandas, Power BI, PySpark, Scikit-learn, Spark, Tableau, XGBoost

Data Engineering Competencies: Data Governance, Data Pipeline Development, Distributed Processing, ETL/ELT Workflows, Scalable Data Architecture

Machine Learning Competencies: Anomaly Detection, Classification, Clustering, Feature Engineering, Model Evaluation, Regression, Time Series Analysis

AI System Competencies: Agentic AI Applications, Information Retrieval, Recommendation Systems, Retrieval-Augmented Generation (RAG)

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