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Finance. Technology. Insights. Results

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Automating Business Intelligence... One Excel Workflow at a Time

Bridging Finance and IT with Expert Excel, Power Bl. and Power Platform Automation Solutions Get a Free Excel Automation Assessment

Get a Free Excel Automation Assessment

What We Do

Bridging Finance and IT Technology

Welcome to EdgePoint Technology-a consulting firm built on over three decades of cross-functional experience at the intersection of Finance and IT. I bring to the table a uniquely powerful combination: I am a CPA with an MBA in Finance and a Microsoft Certified Data Analyst with deep technical fluency across the Microsoft Power Platform, SQL, and advanced automation tools.

The first half of my career was rooted in Finance, where I held senior leadership roles at Fortune 100 companies. Over time, my passion for process improvement and system design led me to transition into IT-specifically Business Intelligence, ERP support, and data analytics. This dual perspective allows me to not only understand complex business requirements but also deliver tailored technology solutions that drive measurable results.
My work specializes in streamlining business processes, automating manual workflows, and building end-to-end Bl solutions that empower decision-makers at all levels. Whether I’m designing financial models, developing SQL-based reporting systems, or automating Excel processes using VBA and Power Query, my focus is always on turning data into actionable insight.
In today’s rapidly evolving technology landscape, I also bring another key differentiator: I leverage modern Al tools to accelerate development, reduce costs, and increase the intelligence of the solutions I build.

Finance. Technology. Insight. Results.

This isn’t just a tagline-it’s the value I deliver.

Excel Automation and Data Analysis

Transform Your Spreadsheets into Powerful Business Tools
Excel remains the backbone of business analysis, but most organizations barely scratch the surface of its capabilities. I specialize in transforming your manual, time-consuming Excel processes into automated, intelligent systems that save hours while improving accuracy and insights.
Power Query Excellence: I design sophisticated data extraction and transformation workflows that automatically pull data from multiple sources, clean and standardize it, and prepare it for analysis. No more manual copy-paste operations or data inconsistencies-just clean, reliable data ready for decision making.
Power Pivot Mastery: I create complex data models that can handle millions of rows while maintaining lightning-fast performance. These models enable advanced analytics, cross-table relationships, and powerful calculations that would be impossible with traditional Excel methods.
VBA Automation: I develop custom VBA solutions that automate repetitive tasks, create dynamic reports, and build interactive dashboards. From automated report generation to complex business logic implementation, VBA automation eliminates manual errors and frees your team to focus on analysis rather than data manipulation.
Tools Used: Power Query | Power Pivot | VBA Macros
Key Benefits:
  • Reduce manual data processing time by 70-90%
  • Eliminate human errors in data manipulation
  • Enable real-time data analysis and reporting
  • Create scalable solutions that grow with your business
  • Empower users with self-service analytics capabilities

Power BI Business Intelligence

Turn Your Data into Strategic Insights
In today’s data-driven world, the ability to quickly visualize and analyze information is crucial for competitive advantage. I create comprehensive Power BI solutions that transform raw data into actionable business intelligence, enabling faster and more informed decision-making.
Custom Dashboard Development: I design intuitive, interactive dashboards that provide real-time visibility into your key performance indicators. These dashboards are tailored to your specific business needs and user roles, ensuring everyone has access to the information they need to excel.
Advanced Analytics Integration: Beyond basic reporting, I implement sophisticated analytics including trend analysis, forecasting, and predictive modeling. These capabilities help you not just understand what happens but predict what will happen and why.
Data Integration Excellence: I connect disparate data sources from Excel files to cloud databases creating a unified view of your business. This eliminates data silos and provides a single source of truth for all stakeholders.
Tools Used: Power BI Desktop | DAX | Power BI Service
Key Benefits:
  • Gain real-time visibility into business performance
  • Make data-driven decisions faster and with confidence
  • Identify trends and opportunities before competitors
  • Improve collaboration through shared insights
  • Scale analytics capabilities across your organization

SQL Database Development

Build the Foundation for Scalable Data Management

Robust database architecture is the foundation of any successful data strategy. I design and implement SQL database solutions that provide reliable, secure, and high-performance data storage and retrieval capabilities tailored to your specific business requirements.
Database Design and Architecture: I create optimized database structures that ensure data integrity, minimize redundancy, and maximize performance. My designs consider both current needs and future growth, providing scalable solutions that evolve with your business.
Custom Query Development: I develop complex SQL queries that extract exactly the information you need when you need it. From simple data retrieval to sophisticated analytical queries, I ensure your database delivers actionable insights efficiently.
Performance Optimization: I fine-tune database performance through indexing strategies, query optimization, and architectural improvements. This ensures your systems remain responsive as data volumes grow and user demands increase.
Data Security and Compliance: I implement robust security measures and compliance protocols to protect your sensitive business data while ensuring authorized users have appropriate access levels.
Tools Used: Microsoft SQL Server | T-SQL | Oracle PL/SQL
Key Benefits:
  • Ensure data accuracy and consistency across systems
  • Improve query performance and system responsiveness
  • Provide scalable data storage solutions
  • Enhance data security and regulatory compliance
  • Enable advanced analytics and reporting capabilities

Financial Modeling

Strategic Financial Analysis Powered by Technology

My unique combination of CPA credentials, MBA in Finance, and advanced technical skills enables me to create sophisticated financial models that go far beyond traditional spreadsheet-based approaches. I develop comprehensive financial analysis tools that provide deep insights into business performance and strategic opportunities.

Advanced Financial Analytics: I create models that incorporate complex financial concepts including cash flow analysis, valuation methodologies, sensitivity analysis, and scenario planning. These models provide the analytical depth needed for critical business decisions.

Integrated Business Intelligence: By combining my financial expertise with Power BI and database technologies, I create dynamic financial dashboards that provide real-time visibility into financial performance, budgets, and forecasts.

Automated Financial Reporting: I design systems that automatically generate financial reports, variance analyses, and management dashboards. This reduces manual effort while improving accuracy and timeliness of financial information.

Strategic Decision Support: My models don’t just crunch numbers they provide strategic insights that help executives understand the financial implications of business decisions and identify opportunities for improvement.

Tools Used: Excel | SQL | Power BI | VBA Power Query

Key Benefits:
  • Combine deep financial expertise with advanced technology
  • Provide accurate, timely financial analysis and reporting
  • Enable scenario planning and strategic decision-making
  • Automate routine financial processes and reporting
  • Deliver insights that drive business value and profitability

Why Choose Me?

Finance

Financial systems demand precision, structure, and accountability and that's where I began. With a CPA designation and MBA in Finance, I bring rigorous financial discipline to every technical implementation. My deep understanding of cost structures, forecasting models, and financial controls ensures that every solution aligns with accounting principles and delivers measurable fiscal impact.

Technology

As a Microsoft Certified Data Analyst, I am able to engineer solutions at the intersection of business and automation. Leveraging tools like Excel VBA, Power Query M, DAX, SQL Server, and Power BI, I design streamlined, modular systems that minimize manual effort and maximize data integrity. Whether integrating ERP data or developing reusable automation frameworks, I focus on reliability, scalability, and technical efficiency at every layer.

Insight

At the technical level, insight is the product of clean architecture, optimized models, and intelligent design. I build semantic data models that support complex analytical needs and apply advanced DAX to expose trends, variances, and root causes. My approach isn't just visual - its analytical, helping clients extract critical intelligence from multidimensional data structures.

Results

Results are delivered through performance. My solutions reduce cycle times, eliminate reconciliation errors, and accelerate reporting pipelines. From dynamic financial models to fully automated dashboards, I build systems that deliver quantifiable ROI and stand up to real-world demands - solutions that work at scale, in production, and under pressure.

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