Work

Case studies

Problem, role, approach, result, and what the work demonstrates. Measured outcomes appear only when they exist to publish.

Independent venture

Independent Practice Resilience Assessment

A structured way for an independent practice to see where it is strong, exposed, or flying blind, before anyone proposes a system rebuild.

  • ProblemOwners feel payer, administrative, and staffing pressure before they can point to a shared fact base.
  • RoleFounder. Designed the assessment model, the public explanation, and the boundary of what the work will not claim.
  • ApproachNine domains, one operating cycle: Assess, Build, Operate, Improve. Technology stays subordinate to the decision.
  • ResultA published methodology and intake path. Measured client outcomes are not claimed.
  • DemonstratesProblem framing, methodology design, and scope that stays honest.

Employment and consulting

Requirements and delivery in specialty care

Project, requirements, and analytics work across Eye Care Partners, Conclusn, and Parable, described at the level confidentiality and the public record allow.

  • ProblemRequests arrived as symptoms. The work was to find the decision, the people, and the information the decision actually depended on.
  • RoleRequirements, healthcare project management, consulting delivery, and translation between clinical operations, business stakeholders, and technical teams.
  • ApproachDecompose the request into decisions, definitions, dependencies, and the smallest set of artifacts that lets the next group act.
  • ResultCoordinated delivery and analysis shaped for the people who had to use it. Client-confidential metrics stay on the resume PDF, not as invented case-study numbers.
  • DemonstratesAmbiguity reduction and stakeholder translation in real operating environments.

Teaching

Financial modeling and Power BI, taught

Adjunct teaching at the University of Cincinnati: graduate financial data visualization with Power BI, aimed at fluency rather than a tour of features.

  • ProblemA model that only its author can explain is a fragile operational asset.
  • RoleAdjunct Professor of Finance. Design the progression from a measure's meaning to the model, the visual, and the way the visual can mislead.
  • ApproachUnderstanding is a deliverable. Each layer of the model has to be something a student can reconstruct.
  • ResultGraduate coursework in financial data visualization. Student performance metrics are not claimed.
  • DemonstratesInstructional design and the same translation skill used with clients, pointed at learners.

Delivery context and venture method

Revenue and operations, made inspectable

The recurring analytics problem in specialty practices: reports exist, but the path from source event to a number leadership will stand behind does not.

  • ProblemTwo reports about the same operation disagree, and nobody can say which definition the decision should use.
  • RoleAnalyst and translator in delivery settings; designer of the visibility method inside the practice-intelligence venture.
  • ApproachTrace the measure back to a grain, a time window, an inclusion rule, and an owner before proposing a dashboard.
  • ResultClearer definitions and reporting structure where the work was commissioned. No performance metrics are published.
  • DemonstratesSource-to-decision thinking, KPI design, and restraint about what a chart proves.

Independent study

From prompt to token, taught in public

A visual walkthrough of how a causal language model turns text into the next token, built to be accurate enough for a technical reader and short enough for everyone else.

  • ProblemMost explanations of large language models stop at a metaphor, or start at a paper and never come back.
  • RoleAuthor and designer of the explainer. This is study and teaching, not a claim of a new model or a lab result.
  • ApproachOne pipeline, three depths. Overview, walkthrough, and deep dive. The same sentence is the example throughout.
  • ResultA published interactive note. Illustrative figures are labeled as illustrative. No benchmark scores are invented.
  • DemonstratesFirst-principles learning, technical accuracy under editorial constraint, and progressive disclosure.

Career

The short version, then the file

Organization, role, period, and one line. Open an entry for the working detail.

CincyLogicFounder | Aug 2026 to PresentBuilt an assessment-led model for independent practice intelligence.

Independent venture

Responsibilities

  • Defined the Resilience Assessment and the capability set around it.
  • Wrote the public scope: what the work is, and what it refuses to claim.
  • Designed the intake so marketing forms never ask for PHI.

Systems

  • Assessment domains spanning finance, payer position, operations, data, technology, privacy, access, quality, and sustainability.
  • Existing practice reporting environments, treated as inputs rather than things to replace by default.

Industries

  • Independent specialty and community medical practices

Problems

  • Practices need stronger information and operational discipline without becoming a software project or giving up ownership.

Technologies

  • Left open on purpose. The method is technology-agnostic.

Outcomes

  • The public methodology is the published record. Client performance metrics are not listed here.

Related work

University of CincinnatiAdjunct Professor of Finance | Aug 2024 to PresentTeach graduate financial data visualization; mentor about thirty students a semester.

Teaching

Responsibilities

  • Instruct graduate courses on financial data visualization.
  • Mentor roughly thirty students per semester.
  • Build a progression a student can reconstruct without the instructor present.

Systems

  • Financial models, semantic and reporting structure in Power BI, and the decisions those models are meant to inform.

Industries

  • Higher education

Problems

  • Tool fluency that never becomes a defensible measure or a clear visual argument.

Technologies

  • Power BI
  • Financial modeling methods

Outcomes

  • Course grades and student performance statistics are not republished here.

Related work

Parable AssociatesProject Manager | Sep 2025 to Jul 2026Led BI and revenue-cycle analytics delivery for PE-backed multi-practice healthcare organizations.

Consulting / client delivery

Responsibilities

  • Led end-to-end delivery of BI and revenue-cycle analytics for multi-practice healthcare organizations.
  • Translated clinical and operational workflows into data requirements for EHR/PM integrations, medallion-style architectures, and BI solutions.
  • Supported AI-assisted project monitoring, documentation, risk identification, and human-in-the-loop healthcare automation where it served delivery.

Systems

  • Multi-practice data and reporting ecosystems, practice-management and EHR integrations, Power BI models, dashboards, and automated ETL.

Industries

  • PE-backed multi-practice specialty healthcare

Problems

  • Fragmented reporting across acquired practices.
  • Ambiguous requests that named a tool instead of a decision.

Technologies

  • Power BI
  • ETL automation
  • EHR/PM integration patterns

Outcomes

  • Delivery outcomes stay with the client organizations. Representative detail is on the resume PDF.

Related work

Conclusn LLCAnalytics Consultant; earlier Power BI Developer | Aug 2022 to Aug 2025Unified KPI and analytics models across multi-network specialty practices, then led broader analytics consulting.

Consulting / client delivery

Responsibilities

  • As Analytics Consultant (Jul 2023 to Aug 2025): delivered integrated KPI and analytics solutions across Epic, NextGen, Athena, and HST Pathways for multi-network specialty care.
  • As Power BI Developer (Aug 2022 to Jun 2023): modernized data and reporting ecosystems for PE-backed multi-practice healthcare networks.
  • Standardized KPI definitions across acquired organizations and enabled client self-service reporting.

Systems

  • Epic, NextGen, Athena, HST Pathways, Power BI semantic models, and automated ETL into unified reporting.

Industries

  • Multi-practice specialty healthcare networks

Problems

  • Fragmented clinical and operational data after acquisitions.
  • Ad hoc reporting load that blocked analysis time.

Technologies

  • Power BI
  • Epic
  • NextGen
  • Athena
  • HST Pathways
  • ETL automation

Outcomes

  • Resume-published results include automated analysis time savings, self-service reporting enablement, Days in A/R improvement support, and KPI standardization across four acquired organizations. Exact client identities stay confidential.

Related work

Eye Care PartnersReporting & Data Analytics Analyst | May 2020 to Aug 2022Built pipelines and automated Power BI reporting that tightened financial visibility for a multi-site eye-care organization.

Employment

Responsibilities

  • Built optimized data pipelines and automated Power BI reporting across a large KPI set.
  • Improved financial visibility for month-end close and operational review.

Systems

  • Multi-site eye-care operations, financial and operational KPI reporting, Power BI automation.

Industries

  • Ophthalmology and optometry / multi-site specialty care

Problems

  • Manual reporting that delayed month-end close and diluted a shared operating picture.

Technologies

  • Power BI
  • Data pipeline automation

Outcomes

  • Resume-published results include reporting on 135 KPIs and enabling a consistent month-end close roughly three days earlier than the prior average.

Related work

Amend Consulting LLCAnalyst | Aug 2019 to Jan 2020Built predictive and scheduling models that tied marketing spend and delivery constraints to inventory and fulfillment.

Employment

Responsibilities

  • Developed a predictive model forecasting weeks of orders and net revenue from marketing spend and channel-specific lag.
  • Developed an application that optimized order schedules around delivery constraints.

Systems

  • Order forecasting, marketing-channel lag models, and scheduling against delivery constraints.

Industries

  • Consulting / operations analytics

Problems

  • Inventory and fulfillment decisions made without a usable forecast of demand and constraints.

Technologies

  • Predictive modeling
  • Scheduling application design

Outcomes

  • Resume-published results include inventory accuracy and on-time fulfillment improvements, and reduced scheduling time. Detail is on the PDF.

Related work

Medpace Inc.Sr. FP&A Intern | Jan 2018 to Dec 2019; Jan 2020 to Apr 2020Moved multi-unit budgets into automated Power BI reporting and forecasting.

Internship

Responsibilities

  • Transitioned budgets across business units into automated Power BI reporting and forecasting processes.

Systems

  • FP&A budgeting and forecasting across multiple business units.

Industries

  • Clinical research / life sciences

Problems

  • Budget and forecast processes that stayed trapped in disconnected workbooks.

Technologies

  • Power BI
  • FP&A reporting

Outcomes

  • Resume-published scope includes 23 budgets across 13 business units representing $700M+. Detail is on the PDF.

Related work