Proactive Problem Solver: I built this site from scratch using the Chromebook Text app, leveraging Google Search and Gemini to refine the code and optimize the user experience.
About
Self-directed learner exploring APIs, automation tools, and basic CRM concepts to understand how modern systems work together.
Trained in Concord University’s History program to verify sources and synthesize complex narratives into structured data.
13 years of error-free federal and state tax preparation, proving long-term commitment to data accuracy and confidentiality.
Self-directed learner experimenting with simple automations, basic APIs, and early CRM concepts to understand how real-world systems connect and solve everyday workflow problems.
Core Skills
Data & Tools (Developing)
Excel (Pivot Tables, Slicers, Charts, Graphs) Data Integrity & Validation Jenzabar (ERP/SIS)Automation & Systems (Beginner)
Zapier Notion AI Agents (ChatGPT, Claude, Copilot, Gemini)Compliance & Accuracy (Established)
Financial Data Privacy Document Security HIPAA/Tax StandardsExperience
Freelance Income Tax Preparer
- Delivered 13 years of error‑free federal and state tax preparation.
- Verified source documents for IRS compliance and maintained secure digital records.
- Saved clients an average of $100 per season through accurate, efficient preparation.
Technical Systems Specialist (Self‑Directed)
- Workflow Basics: Created simple automation experiments in Zapier and Notion to learn how different tools pass data between each other and how routine tasks can be simplified.
- Foundational Data Modeling: Practiced building relational structures through Salesforce Trailhead and Notion, focusing on understanding objects, relationships, and basic validation concepts.
- AI‑Supported Tasks: Used AI tools to help prototype small data‑cleaning and formatting workflows, exploring how low‑code systems can automate everyday tasks.
- Project Organization: Used Git for version control on personal projects, keeping track of changes and building confidence with front‑end structure and documentation.
- SQL Learning: Currently studying SQL through Khan Academy to build a stronger foundation in querying, filtering, and working with structured data.
Bank Teller (Full-Time)
- Processed 25–40 transactions daily with 100% accuracy and confidentiality.
- Resolved account discrepancies through detailed data verification.
- Managed high-integrity data entry within core banking systems, ensuring 100% accuracy in sensitive financial records.
Produce Associate (Part-Time)
- Ensured proper labeling and rotation of perishable items to meet compliance and quality standards.
- Coordinated with team members to streamline restocking workflows and reduce product waste.
- Maintained detailed knowledge of product locations and inventory systems to support customer inquiries.
Fresh CAP 1 Associate (Full-Time)
- Recognized as Associate of the Month (Dec 2014) for reliability and performance.
- Supported department operations by organizing product data, labels, and compliance documentation.
- Collaborated with cross‐functional teams to maintain accurate pricing and signage across the store.
Student Services Coordinator (Full-Time)
- Managed academic records in Jenzabar with full FERPA compliance.
- Optimized transcript processing which reduced turnaround time by 50%.
- Digitized 10+ years of microfilm records for improved accessibility.
Administrative Associate (Full-Time)
- Deployed a QuickBooks POS-integrated digital inventory system, reducing data loss and shrinkage by 15%.
- Reduced outside vendor expenses by $2,000+ annually by handling IT support, website updates, and graphic design in‐house.
- Supported financial operations by preparing reports, reconciling records, and ensuring data accuracy.
Projects
Automated Weather Forecast
- Prompt‑engineered a daily local weather email that sends automatically at 7 AM.
- Explored how APIs return structured data and practiced formatting responses for use in automation tools.
- Gained hands‑on experience with Zapier’s logic steps, scheduling, and basic data validation.
Technical Portfolio Architecture
- Built and deployed a simple, responsive portfolio site using hand‑written HTML and CSS to practice front‑end structure and layout.
- Used GitHub for version control to track changes and organize project files as I learned.
- Integrated external assets, including FontAwesome icons, to improve clarity and visual consistency.
- Focused on clean information design and readable documentation to present projects clearly and professionally.
Job Application Tracker
- Built a simple job application tracker in Notion to organize roles, deadlines, and follow‑ups during my job search.
- Experimented with relational properties, rollups, and filtered views to understand how structured data can improve tracking and reduce manual updates.
- Used the GPT‑5 API to generate clean summaries and standardized notes for each application, helping me practice prompt design and data formatting.
- Created multiple database views (e.g., “Interviews,” “Applied,” “Waiting to Hear Back”) to learn how to customize dashboards for clarity and workflow support.
Education & Professional Development
Regents Bachelor of Arts: History
Focused on research methodology, source authentication, and structured documentation.
Systems & Data Upskilling
- Salesforce Trailhead: Explorer Rank with 13 badges earned, including Generative AI Basics, Data Fundamentals for AI, and Artificial Intelligence Fundamentals.
- Automation: API-driven workflow design using Zapier and AI agents.
- Data Analysis: Advanced Excel (Pivot Tables, Slicers, Charts, Graphs).
- SQL:Khan Academy: Intro to SQL: Querying and Managing Data
Contact
