Selected work & working methods

See how the problem becomes a working system.

Commercial experience shows where to look. Technical builds show how I turn that diagnosis into a controlled workflow. Explore the evidence, the method, and the limits of each example.

Interactive work sample · synthetic data

Revenue is up. Margin is down.

  1. 01ReportedRevenue +5%, gross profit −25%
  2. 02ExplainedPrice, FX, rebates and cost
  3. 03ReconciledEach contribution ties to the total
  4. 04DecidedNamed checks before a pricing move

A reconstruction of the analytical method using synthetic inputs.

Explore the margin diagnosis

Technical build · documented architecture

AI drafting with editorial control.

  1. 01SourceKeep the underlying material traceable
  2. 02RetrieveBring relevant context into the draft
  3. 03ProposeReview changes before they are applied
  4. 04ApplyPreserve a controlled revision trail

Architecture reconstruction of the memoir pipeline; a technical build, not a client outcome.

Inspect the workflow

Commercial Decision Experience

Anonymized, self-reported examples from employed roles. These summaries are not independent client testimonials or claims of consultancy engagements.

Forecasting & CRM Governance

Forecast Governance Reset

Combined disconnected systems and analytical tools for FX and pricing-impact forecasting across sales force, product portfolio, country and region, improving forecast accuracy and reducing recurring local analyst errors.

Jason-confirmed professional experience. No independent assurance or quantified financial saving is asserted.

Read the problem, method and controls

Anonymized experience from employed commercial and analytics roles: improving confidence in a forecast decision system.

Problem
Forecasting, planning and CRM information needed to be connected for commercial decisions.
Baseline
Disconnected commercial systems and recurring local analyst errors.
Root cause
Disconnected commercial systems and recurring local analyst errors.
Intervention
Integrated CRM opportunity information with sales reporting. Combined disconnected systems and analytical tools for FX and pricing-impact forecasting across sales force, product portfolio, country and region, improving forecast accuracy and reducing recurring local analyst errors.
Stack
CRM process review, pipeline logic, Power BI / reporting review, commercial operating cadence.
Result
Combined disconnected systems and analytical tools for FX and pricing-impact forecasting across sales force, product portfolio, country and region, improving forecast accuracy and reducing recurring local analyst errors.
Control
Supported planning with Finance and recurring sales-review practices.
Timeline
Duration not publicly disclosed.
Verification status
Jason-confirmed professional experience. No independent assurance or quantified financial saving is asserted.
  • Led weekly sales reviews using forecast expectations, call metrics and customer notes to identify coaching and account priorities.
  • Supported AOP and long-range planning with Finance.
  • Integrated CRM opportunity information with sales reporting.
  • Combined disconnected systems and analytical tools for FX and pricing-impact forecasting across sales force, product portfolio, country and region, improving forecast accuracy and reducing recurring local analyst errors.
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KPI & Reporting Governance

Commercial Analytics Foundation

Automated 20 daily reports and additional weekly reports, including automated checks, exception notifications and updates to supporting files.

Jason-confirmed professional experience. No independent assurance or quantified financial saving is asserted.

Read the problem, method and controls

Anonymized experience from employed analytics roles: aligning commercial reporting across revenue, margin, pricing, and opportunity data.

Problem
Commercial reporting needed traceable logic and consistent commercial inputs.
Baseline
Recurring reports and disconnected commercial information.
Root cause
Recurring reports and disconnected commercial information.
Intervention
Moved PQF analysis into Power BI. Integrated CRM opportunity information with sales reporting.
Stack
Power BI governance, semantic model design, CRM and finance source review, metric-definition workshop.
Result
Automated 20 daily reports and additional weekly reports, including automated checks, exception notifications and updates to supporting files.
Control
Proposed regional KPI alignment, centralized reporting oversight and mandatory Power BI training for 2026.
Timeline
Duration not publicly disclosed.
Verification status
Jason-confirmed professional experience. No independent assurance or quantified financial saving is asserted.
  • Automated 20 daily reports and additional weekly reports, including automated checks, exception notifications and updates to supporting files.
  • Moved PQF analysis into Power BI.
  • Integrated CRM opportunity information with sales reporting.
  • Proposed regional KPI alignment, centralized reporting oversight and mandatory Power BI training for 2026.
Scope Foundation Fix Start Diagnostic Review

Pricing & Margin Logic

Margin And Pricing Logic Repair

Rebuilt Price / Quantity / FX decomposition to account for interaction effects and distinguish underlying growth drivers.

Jason-confirmed professional experience. No independent assurance or quantified financial saving is asserted.

Read the problem, method and controls

Anonymized experience from employed commercial analytics roles: investigating pricing and margin calculation logic.

Problem
FX methodology and decomposition errors distorted commercial reporting.
Baseline
Long-standing FX methodology errors in European commercial reporting.
Root cause
Long-standing FX methodology errors in European commercial reporting.
Intervention
Identified and corrected long-standing FX methodology errors in European commercial reporting. Rebuilt Price / Quantity / FX decomposition to account for interaction effects and distinguish underlying growth drivers.
Stack
Pricing analytics, margin waterfall logic, Power BI / Excel reconciliation, finance and commercial source review.
Result
Rebuilt Price / Quantity / FX decomposition to account for interaction effects and distinguish underlying growth drivers.
Control
Translate commercial rules into data-quality checks, consistent metrics and traceable reporting.
Timeline
Duration not publicly disclosed.
Verification status
Jason-confirmed professional experience. No independent assurance or quantified financial saving is asserted.
  • Identified and corrected long-standing FX methodology errors in European commercial reporting.
  • The corrected FX methodology had affected reporting for more than ten years.
  • Rebuilt Price / Quantity / FX decomposition to account for interaction effects and distinguish underlying growth drivers.
  • Translate commercial rules into data-quality checks, consistent metrics and traceable reporting.
Scope Pricing / Margin Fix Start Diagnostic Review
Visualization of the Algorithmic Trading AI System project
Modeling Systems Reviewed September 2026 ML research system

Algorithmic Trading AI System

Directed or developed a multi-repository ML research system covering data preparation, model evaluation, shared contracts and execution integration.

Build details

  • Stage: ML research system
  • Scope: Model evaluation and acceptance gates; live performance is not asserted.
TensorFlow / Keras scikit-learn W&B (Weights & Biases) Interactive Brokers API (ibapi) Databento (L2 order book) FastAPI Pandas / PyArrow / Parquet JSON Schema / JSON-Logic Python CUDA (GPU training) Docker pytest / CI
View Case Study

Technical Build Proof

Production systems that demonstrate the technical depth behind the commercial work.

Illustration representing the AI Memoir & Narrative Pipeline project

Document Intelligence

Reviewed September 2026

AI Memoir & Narrative Pipeline

Built or directed a document-intelligence workflow with evidence-linked retrieval, proposed edits, validation gates and DOCX export.

Business relevance: Document intelligence, retrieval quality, editorial control, and audit-friendly workflow design.

LLM APIs (OpenAI-compatible) FAISS (semantic search) sentence-transformers (all-MiniLM-L6-v2) spaCy 3.7 python-docx / pypandoc
  • Built or directed a document-intelligence workflow with evidence-linked retrieval, proposed edits, validation gates and DOCX export.
  • Bibliography implements diagnostics for ingest availability, anchor integrity and proposal provenance.
View Case Study
Illustration representing the AI Desktop Agent Orchestrator project

Workflow Automation

Reviewed September 2026

AI Desktop Agent Orchestrator

Developed or directed Python-based agent workflow orchestration with task state, evaluation and cost tracking.

Business relevance: Agent orchestration, process control, QA scoring, productivity measurement, and cost observability.

Python OpenAI Computer Use API pyautogui pyvda (virtual desktop management) uiautomation
  • Developed or directed Python-based agent workflow orchestration with task state, evaluation and cost tracking.
View Case Study
Illustration representing the Travel Authorization Prototype project

Platform Delivery

Reviewed September 2026

Travel Authorization Prototype

Built or directed a travel-authorization service prototype with application workflows, authentication and payment integration.

Business relevance: Compliance workflows, policy monitoring, full-stack delivery, payments, authentication, accessibility, and production testing discipline.

Next.js 14 (App Router) TypeScript TailwindCSS PostgreSQL / Prisma Clerk (authentication)
  • Built or directed a travel-authorization service prototype with application workflows, authentication and payment integration.
  • The visa-platform project includes policy-monitoring and operational automation capabilities.
View Case Study

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If forecasting, pricing, margin, CRM, dashboard sprawl, or workflow prioritization are slowing the business down, the first step is to diagnose the decision system properly.

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