Projects

Analytics work you can explore.

I use interactive examples to show how I approach a problem, and case studies to explain the work I have delivered. Each example identifies its data; each case study states my role.

Interactive demos

I built these examples with synthetic or public data. Try the suggested interaction to see the analytical decision each one illustrates.

Synthetic data

Supervision and trade surveillance

Surveillance alert triage for a synthetic broker-dealer: the disposition funnel from alert to finding, open alerts aging against SLA, and a tuning panel that shows what raising a rule threshold really costs.

Try this: Compare West with All regions. Then raise the threshold and watch alert volume and missed findings change.

ComplianceRegTechNext.js

Open the demo Read the write-up

Synthetic data

Finance operations dashboard

Working capital, AR and AP aging, three-way match exceptions, and close status for a synthetic distributor absorbing an acquisition. Filter to the acquired branch and watch it converge.

Try this: Select Acquired branch. Compare its cash cycle, overdue receivables, and close status with All branches.

FinanceAutomationNext.js

Open the demo Read the write-up

Synthetic data

Sales segmentation clustering

A live k-means demo on a synthetic distributor book. Toggle a revenue view to a cluster view and watch the high-margin accounts a revenue ranking hides light up.

Try this: Switch between Cluster view and Revenue view. Compare high-revenue accounts with high-margin segments.

ClusteringAnalyticsNext.js

Open the demo Read the write-up

Public data snapshot

Yield curve recession signal

The 10-year minus 2-year Treasury spread from FRED, back to 1976, with NBER recessions shaded. A dated public-data snapshot with interactive time ranges.

Try this: Compare Full history with Last 10 years. Check the observation date before interpreting the latest spread.

EconomicsFREDNext.js

Open the demo Read the write-up

Case studies

I describe the problem, my contribution, and the design decisions. Client work is anonymized; the role line distinguishes sole builds from joint ventures.

SaaS product

BizAnalyzer

My flagship product: a QuickBooks-connected financial-analytics platform with multi-model AI, built and run end to end through Second Difference Solutions.

My role: Founder and builder

Next.jsFirebasePythonMulti-LLMQuickBooksStripe

Read the case study 2diff.io

SaaS platform (joint venture)

Melody Map

A music-educator directory I co-founded and built end to end on Firebase: location search, subscriptions, and a pay-per-referral lead engine.

My role: Co-founder and technical lead

Next.jsFirebaseGoogle PlacesStripePython

Read the case study melodymap.io

Economic and market data

Economic and market dashboards

I built R and Quarto dashboards around shared data pullers, cleaning functions, and charting helpers. The current site includes interactive examples with dated FRED snapshots.

My role: Author

RtidyversetidyquantFREDQuartoPlotly

Read the case study

Investment analytics

Wealth analytics and macro research for an RIA

The analytics behind an RIA's investment process: monthly performance attribution, model-portfolio production, automated client reporting, and the macro-data pipeline and summary statistics behind a custom diffusion-index risk indicator that guides how the firm trades its managed accounts.

My role: Consultant via Second Difference Solutions

Diffusion-index risk indicatorPortfolio attributionTrade rebalancingModel portfoliosMacro data pipelineRPythonRedtail CRM

Read the case study

Enterprise data and BI labs

SQL, Databricks, and Power BI, worked hands-on

Each lab runs on a synthetic company and is written up as the deliverable: the reconciliation report, the semantic model, the pipeline, with the checks that make it trustworthy. They demonstrate the patterns, not production tenure with the tools.

The load audit and reconciliation report I run on every new source feed

The load audit and reconciliation report I run on every new source feed: what dedupes, what gets rejected, and what must tie to zero.

Read the lab15 min read

The gross-margin reconciliation report: from raw record to dashboard

A gross-margin reconciliation report that traces one work order through a raw record, a resolved version, a monthly aggregate, and a dashboard card.

Read the lab11 min read

A governed Power BI semantic model: the margin bridge and the measure dictionary

A governed Power BI model: base measures, a margin bridge, filter context, time intelligence, and a measure dictionary a reviewer can check.

Read the lab13 min read

Treating a Power BI report like a control: version control, review, and CI

Putting a Power BI project under Git with .pbip, then adding review, CI checks, and an audit trail, so a report is versioned, reviewable, and auditable.

Read the lab12 min read

The monthly gross-margin bridge report: an idempotent Databricks pipeline

The monthly gross-margin bridge report I built on Databricks: bronze, silver, and gold Delta tables, and a MERGE proven safe to rerun.

Read the lab11 min read

Two lakehouse reports off one Databricks build: a completion-risk list and a customer segment profile

Two Databricks reports off one build: a pre-visit completion-risk list and a customer segment profile, plus the leaky feature I refused.

Read the lab11 min read

Hiring for analytics, data, or BI?

Send me the role and the problem your team needs to solve. I can walk through the relevant work.

Discuss a role Read my resume

Interactive demos

I built these examples with synthetic or public data. Try the suggested interaction to see the analytical decision each one illustrates.

Synthetic data

Supervision and trade surveillance

Try this: Compare West with All regions. Then raise the threshold and watch alert volume and missed findings change.

ComplianceRegTechNext.js

Open the demo Read the write-up

Synthetic data

Finance operations dashboard

Working capital, AR and AP aging, three-way match exceptions, and close status for a synthetic distributor absorbing an acquisition. Filter to the acquired branch and watch it converge.

Try this: Select Acquired branch. Compare its cash cycle, overdue receivables, and close status with All branches.

FinanceAutomationNext.js

Open the demo Read the write-up

Synthetic data

Sales segmentation clustering

A live k-means demo on a synthetic distributor book. Toggle a revenue view to a cluster view and watch the high-margin accounts a revenue ranking hides light up.

Try this: Switch between Cluster view and Revenue view. Compare high-revenue accounts with high-margin segments.

ClusteringAnalyticsNext.js

Open the demo Read the write-up

Public data snapshot

Yield curve recession signal

The 10-year minus 2-year Treasury spread from FRED, back to 1976, with NBER recessions shaded. A dated public-data snapshot with interactive time ranges.

Try this: Compare Full history with Last 10 years. Check the observation date before interpreting the latest spread.

EconomicsFREDNext.js

Open the demo Read the write-up

Case studies

I describe the problem, my contribution, and the design decisions. Client work is anonymized; the role line distinguishes sole builds from joint ventures.

SaaS product

BizAnalyzer

My flagship product: a QuickBooks-connected financial-analytics platform with multi-model AI, built and run end to end through Second Difference Solutions.

My role: Founder and builder

Next.jsFirebasePythonMulti-LLMQuickBooksStripe

Read the case study 2diff.io

SaaS platform (joint venture)

Melody Map

A music-educator directory I co-founded and built end to end on Firebase: location search, subscriptions, and a pay-per-referral lead engine.

My role: Co-founder and technical lead

Next.jsFirebaseGoogle PlacesStripePython

Read the case study melodymap.io

Economic and market data

Economic and market dashboards

I built R and Quarto dashboards around shared data pullers, cleaning functions, and charting helpers. The current site includes interactive examples with dated FRED snapshots.

My role: Author

RtidyversetidyquantFREDQuartoPlotly

Read the case study

Investment analytics

Wealth analytics and macro research for an RIA

My role: Consultant via Second Difference Solutions

Diffusion-index risk indicatorPortfolio attributionTrade rebalancingModel portfoliosMacro data pipelineRPythonRedtail CRM

Read the case study