Projects

A selection of work from my coursework, internships, and job, spanning data analytics, accounting systems, internal controls, and business strategy. Each project reflects the skills I bring to audit and advisory work: analyzing data, evaluating risk, and communicating findings clearly.

Featured Capstone

Overview

For my capstone, I developed a full business plan for a professional services firm serving a growing, underserved client market. The plan brings together accounting, advisory, and financial planning expertise to address needs that clients typically have to piece together on their own.

My Role

I built the plan from the ground up, from identifying the market opportunity and defining the firm's services to thinking through pricing, operations, and how the firm would earn client trust. The idea was shaped by what I've seen in my internships working directly with tax and advisory clients.

What I Learned

The project taught me how to turn a real client need into a structured business model, and how much planning goes into making a professional service clear, credible, and valuable to the people it's meant for.

Skills:
business planning market analysis advisory services

Data Analytics

COVID-19 & Public School Finances (Honors Team Project, ACCT 3025)

As part of a team of four, I analyzed how COVID-19 affected the revenue and spending of U.S. public elementary and secondary schools using U.S. Census education finance data from 2016–2022. Following the IMPACT data analytics model, we cleaned messy government spreadsheets (merged cells, multi-row headers, inconsistent formatting), grouped states into official U.S. regions, and transformed the data in Power BI using custom columns and Text.Replace functions. Our dashboards showed rising state revenue, expenditures, and long-term debt after 2020, with the South receiving the most federal funding and the Northeast carrying the highest cost per student.

$33.2M Increase in long-term debt issued, 2019–2020
45.05% Northeast's proportional debt increase, the largest of any region
$16.6M South's debt increase, the largest in dollar terms
Skills:
Power BI data cleaning data visualization team presentation

Breach Project: Risk Assessment of the Medical Sector (Team Project)

Our team conducted a cybersecurity risk assessment of the healthcare sector using the NIST SP 800-30 risk assessment framework and U.S. Department of Health and Human Services breach data from 2010–2022. Reported breaches rose from 199 in 2010 to 719 in 2022, and hacking/IT incidents were by far the most common threat source, followed by unauthorized access/disclosure and theft. The most frequently targeted locations were desktop computers, email, network servers, and electronic medical records. We studied three major 2024 incidents (the Change Healthcare attack, the Kaiser Foundation Health Plan breach, and the Ascension Health breach) and recommended three controls: employee security awareness training, two-step authentication, and firewalls and network security to protect sensitive data.

Skills:
NIST SP 800-30 risk assessment Excel Power BI IT controls

Accounting Systems & Controls

Accounting System Setup in Sage

I built a complete accounting system for a simulated retail company in Sage, starting from scratch: creating the company, designing the chart of accounts, and setting up vendors, customers, inventory, employees, payroll tax brackets, and budgets. I then processed a period of business transactions, completed month-end and year-end adjustments, generated financial statements and reports, and evaluated the company's internal controls.

Skills:
Sage accounting software chart of accounts design payroll setup internal controls

Systems Understanding Aid (E-SUA): Full Accounting Cycle

I completed the accounting cycle for a simulated wholesale distributor, working through the actual business documents: purchase orders, invoices, receiving reports, checks, and payroll time records. Stepping into the roles of three employees with separated duties, I recorded transactions in special journals and subsidiary ledgers, prepared a bank reconciliation, recorded payroll taxes, made year-end adjusting and closing entries, and produced the financial statements and an accounts receivable aging report. The project showed me how information and internal controls flow from a single source document all the way to the financial statements, which is the foundation of audit work.

Skills:
accounting cycle internal controls segregation of duties bank reconciliation financial statements

Business & Technology

Makers Market: E-Commerce & Operations Reporting

Makers Market is a multi-location retailer featuring products from independent makers. As Operations Coordinator, I manage the company's online storefront, the public-facing side of the business for customers shopping online. I keep product listings, descriptions, pricing, and online inventory accurate and in sync with five physical store locations, and I coordinate with makers on product submissions and onboarding so new items are ready to go live. Behind the scenes, I build weekly Excel reports on sales, inventory, and cycle counts that support pricing, purchasing, and forecasting decisions.

Skills:
e-commerce management inventory control Excel reporting vendor coordination

Personal Portfolio Website (ISDS 4125: Analysis and Design of Information Systems)

I built this website as a vibe coding project, directing Google's Antigravity AI agent to write the HTML and CSS while I reviewed, tested, and refined every change. I managed the project with Git version control, pushing updates to GitHub throughout development, and published it live using GitHub Pages. Along the way I worked through real technical problems, from setting up the project workspace to configuring GitHub authentication and hosting, and learned to guide an AI agent the way I'd direct a teammate: with clear requirements, careful review, and questions whenever something didn't make sense.

Skills:
AI-assisted development HTML/CSS Git GitHub Pages responsive design