Technical delivery.
Customer ownership.
Customer-facing work since 2015: reporting services, solution architecture, integrations, and implementation leadership. I’ve worked at software companies and led software delivery inside accounting firms.
Nov 2025 - Present
LSL, LLP
Senior Manager
- Lead Workiva delivery for city and county finance teams. Map source-ledger data into financial reports and budget books, and run user sessions and testing through client sign-off.
- Scope consulting engagements, prepare estimates and statements of work, respond to RFPs, and demonstrate proposed solutions to customers.
- Develop Python tools that generate Workiva data links, formulas, and validation checks from client ledgers, reused across financial-reporting and budgeting engagements.
- Built an internal AI-assisted cash-flow review workflow covering 11 source workpapers with 69 automated arithmetic checks, flagging discrepancies for human review. Internal LSL workflows are separate from my synthetic public demos; client changes require human review.
Dec 2024 - Oct 2025
Citrin Cooperman
Manager of Digital Services, Workiva
- Managed a five-person Workiva implementation team. Coached consultants, resolved customer escalations, and led testing and training through go-live.
- Led a data-collection and reporting implementation with bidirectional API integration to the customer's system of record, SSO, and an audit trail. Led user acceptance testing through go-live and executive sign-off.
Oct 2022 - Oct 2024
Workiva
Solutions Architect
- Led 6-12 concurrent financial-reporting and governance, risk, and compliance implementations from customer onboarding through production use.
- Ran requirements workshops and translated reporting, data, and access needs into implementation designs and test plans, including API, SSO, and ERP integration requirements.
- Worked with Sales and Customer Success on technical evaluations and delivery handoffs. Brought recurring customer issues to Product and Engineering and developed repeatable delivery guidance.
Sep 2021 - Oct 2022
Ambra Health
Solutions Consultant
- Implemented medical-imaging and EHR workflows in HIPAA-controlled environments. Worked with customer IT teams to resolve API, SFTP, webhook, and access issues through go-live.
Sep 2015 - Sep 2021
Workiva
SEC Reporting Consultant
- Delivered SEC reporting and XBRL services for 20+ public-company customers each quarter. Managed review cycles, resolved reporting issues, and helped customers meet filing deadlines.
Education
Iowa State University
Master of Accounting, 2017
B.S. Accounting, 2016