Operations, finance and analytics leaders who keep everything moving
If you are the person everyone comes to when a number looks wrong or a report is late, this is for you. I bring operations consulting and finance analytics down to earth, building Power BI dashboards, SQL reporting and process automation that pull the right numbers on their own. Less manual follow up, less status chasing, more time to actually lead.
Practical help for the work that holds a company together
Operations, finance and analytics roles share the same quiet burden. You are the connective tissue. When the data is clean and the reports run themselves, everyone above and around you looks good. When they do not, the chasing falls on you.
I work alongside ops managers, controllers, finance leads, RevOps and BizOps people, and analysts who have outgrown their spreadsheets. The starting point is almost always the same. Numbers live in too many places, recurring reports get rebuilt by hand every month, and important decisions wait on someone to copy and paste figures together. That is where I come in. I connect Excel, QuickBooks and SQL data into Power BI or Tableau so your reports refresh with the right numbers automatically, and I standardize the recurring ones so you stop rebuilding the same thing over and over.
Beyond reporting, I reduce manual follow ups and status chasing through practical process automation. The kind that quietly removes a task you do every Friday rather than a giant system you have to learn. And when a spreadsheet has finally run out of road, I build a small custom internal tool that does exactly what your team needs and nothing it does not. I also built HumbleSuite, an all in one business platform at humblesuite.com, so if your needs point toward a fuller system I can tell you honestly whether a custom build or a platform is the better fit.
No buzzword soup, no army of consultants. Just one person who understands operations and data, takes the manual work off your plate, and leaves you with something you can run and trust.
Concrete things that land on your desk
Every engagement ends with working tools and clear handoff, not a slide deck full of recommendations.
Reporting and dashboards that update themselves
The numbers your leadership asks for, pulled and refreshed automatically.
- Power BI or Tableau dashboards that connect straight to your Excel, SQL and accounting data so the figures stay current without copy and paste.
- A clean SQL reporting layer underneath, so every number traces back to one source you can trust instead of five conflicting tabs.
- Standardized monthly and weekly reports built once, so you stop rebuilding the same thing every reporting cycle.
- Simple cash flow, overhead and runway views so you can see slow periods coming and plan for them with time to spare.
- Process automation that retires the manual follow ups, reminders and status chasing you do by hand today.
- Custom internal tools when a spreadsheet has run out of road, scoped to do exactly what your team needs.
- Plain language documentation and a walkthrough so the work keeps running long after I step back.
You end up owning the result. Nothing is locked behind me, and everything is built to keep working on its own.
This is for you if any of these feel familiar
You do not need a broken process to call. You just need to be tired of doing the same manual work every week.
- You rebuild the same report by hand every month and dread the day it is due.
- Your numbers live in Excel, QuickBooks and a database that nobody has fully connected.
- Leadership asks for a dashboard and you quietly stitch it together from three exports.
- You spend hours each week chasing people for status updates that a system could surface on its own.
- You cannot see overhead, cash flow or runway clearly enough to plan for slow seasons.
- A spreadsheet has grown into something fragile that only you understand, and you are nervous about it.
- You know the work could be automated but you do not have the time or the tooling to do it yourself.
If you nodded at even one of these, a short conversation will tell us both whether I can help.
A calm, four step path from mess to control
No long discovery phases or open ended retainers. We move deliberately and you see progress at every step.
We talk through the reports you rebuild, the numbers you chase, and where your data actually lives. I trace each figure back to its source so we both understand the real picture before anything is built.
I sketch the dashboards, the reporting layer and the automations in plain terms, so you know exactly what you are getting and how it will fit the way your team already works. No surprises later.
I connect the data sources, build the Power BI or Tableau dashboards, write the SQL, and set up the process automation. You see working pieces along the way rather than waiting in the dark for a big reveal.
We test against real reporting cycles, fix the edges, and document everything in plain language. You walk away with point of control at your fingertips and the manual work gone for good.
A few things people ask first
Do I need to replace my current tools to work with you?
No. I meet your data where it lives. If your numbers sit in Excel, Google Sheets, QuickBooks or a SQL database, I connect those sources into Power BI or Tableau so your reports pull the right numbers automatically. You keep what works and I clean up the parts that cost you time.
What if my reporting is a tangle of spreadsheets nobody fully understands?
That is the most common place I start. I trace where each number comes from, document the logic, and rebuild it as a clean SQL reporting layer that feeds one dashboard. The goal is that you stop rebuilding the same report every month and stop wondering whether the figures are right.
Do you only work with companies near Colorado Springs?
I am based near Colorado Springs and I meet Front Range teams in person, but most of the work happens remotely and I serve clients across the country. I also welcome veteran owned businesses and public sector or grant funded teams.
Where to go next
A few pages that go deeper on the work behind this.
- Dashboards and reporting for the full picture on Power BI, Tableau and SQL reporting cleanup.
- Custom Python, SQL and web glue for the automation and internal tools that connect your systems together.
- HumbleSuite for an all in one business platform if your needs point toward a fuller system.
Tell me what you keep rebuilding by hand and what you are tired of chasing. I will tell you honestly whether I can help and what it would take. The first call is free and there is no pressure.
I reply personally. No bots, no giant intake forms.