Accounts Receivable
Turned source claim exports into repeatable multi-tab reporting, with open-claim analysis, payment and denial segmentation, metrics and a refresh procedure.
Reproducible reporting pilot
AI TRANSFORMATION / WORKFLOW DESIGN / BUSINESS OPERATIONS
Build the Workflow.
Make It Repeatable.
I turn document-heavy, repetitive business work into structured AI-assisted processes, with clear rules, useful outputs and human review.
THE WORKFLOW BEHIND THE OUTPUT
From Scattered Sources
to a Usable Result.
I design the steps between the source information and the finished report—not just the prompt that produces a first draft.
- Source IntakeDocuments, spreadsheets, CRM exports and approved records
- Rules + ReconciliationField mapping, identity matching, source precedence and duplicate control
- Review + ExceptionsVisible gaps, reviewer decisions and validation checks
- Controlled DeliveryStructured workbooks, reports, action trackers and operating instructions
HEALTHCARE / REVENUE OPERATIONS
Make the Worklist
Actionable.
Built reporting and analysis workflows that organize financial and operational data for review, prioritization and follow-up.
Unbilled Claims
Reconciled encounter and claim exports into a structured worklist, preserving on-hold records and separating exceptions rather than treating every unmatched item as ready to bill.
Controlled worklist and review process
Expected Collections
Developed forecasting and operational worklists using provider, procedure and payer information, with missing assumptions and exceptions made visible.
Decision-support model
CASE SUMMARIES / EVIDENCE CONTROL
Preserve the Evidence.
Make Review Easier.
Developed structured case-summary and document-readiness workflows that combine source records, reviewer changes, business rules and controlled delivery.
Case-Summary Preparation
Mapped approved source fields into standardized workbooks, maintained chronology and identity rules, and preserved unresolved conflicts for reviewer decisions.
Document Completeness
Compared required evidence with available files, tracked missing documents and separated complete packages from items needing follow-up.
Reviewer-Change Control
Converted expert feedback and meeting decisions into versioned rules, preserving human approvals and avoiding silent changes to prior decisions.
Delivery + Validation
Built checks for formulas, dates, links, workbook compatibility and post-upload consistency across controlled document systems.
FINANCIAL RECONCILIATION / DOCUMENT ANALYSIS
Find the Match.
Expose the Exception.
Used AI-assisted extraction and structured analysis to bring large collections of PDFs and spreadsheets into an auditable reconciliation process.
01
Normalize
Extract and standardize source documents and workbook records.
02
Match
Pair invoices and credits while suppressing duplicate copies.
03
Reconcile
Build document-level bridges and cost-of-goods analysis.
04
Review
Keep evidence tiers, unresolved items and audit trails visible.
PROCESS ENGINEERING / HANDOFF
Capture the Know-How.
Build Beyond One Operator.
Payment-Posting Design
Converted training transcripts and screen-based process evidence into an SOP, operator runbook and automation-testing specification.
Design and testing preparation—not autonomous payment posting
Charge-Data Mapping
Developed a de-identified prototype for mapping charge data into a destination-system format, with field matching and unsafe rows diverted to exceptions.
Prototype
Management Action Tracking
Synthesized documents and meeting decisions into current actions, archived history, ownership and source crosswalks for follow-up.
Controlled tracking workflow
HEALTHCARE / AI-ASSISTED WORKFLOW
Less processing.
More useful output.
Redesigned one healthcare workflow with AI assistance, reducing approximate completion time from 60 hours to 2 hours.
Before60 hours
After2 hours
Approximate completion time / one workflow
Build the process
around the tool.
My work goes beyond generating text. I design how source information is organized, transformed, checked and delivered so the output can support a real operating decision.
- Source tracking and consistent reporting structures.
- Exception handling and human review.
- Reusable instructions and documented workflows.
COMMERCIAL + OPERATIONAL APPLICATIONS
Practical AI.
Grounded in the Business.
The same approach supports campaign planning, content workflows, invoice-document preparation, cash-flow reporting and financial storytelling. I connect the business problem to a repeatable process, then make the output useful to the people responsible for the decision.
Bring Commercial Thinking.
Build What Comes Next.
Marketing, growth, business development and transformation leadership.