Universal Creative · Finance · Built from scratch
AI for finance reporting and forecasting
Finance teams kept a separate, frequently reworked spreadsheet for every project, so monthly reporting and forecasting meant hours of manual consolidation before any analysis could start.
What I designed
- Human-in-the-loop AI tools, designed from scratch and built with my developers, that bring project finance data into one adaptable source of truth.
- Monthly insights that surface the top cost drivers and what changed since last month.
- Risk and contingency analysis that flags transactions worth a closer look.
- Forecasting support that keeps the analyst in control of every number.
How I approached it
As solution architect, I started from how analysts actually close a month, not from what the model could do, and led the developers who built the tools. Every output stays reviewable and editable, and new methods go through evaluation before they reach the team.
What changed
Cash Flow & Earned Value is in production with 70+ finance users globally, saving 15–30 minutes per analysis and about an hour per forecast. Monthly Update Insights and Risk & Contingency have their first versions in production, with more capabilities in development.
Human-in-the-loopLLM toolsForecastingEvaluation
Universal Creative · Estimating · Built from scratch
AI-assisted cost estimating
Estimating large, one-of-a-kind projects depends on years of expertise and messy, non-standardized inputs. The estimators had seen ambitious technology efforts come and go, and they were rightly skeptical.
What I designed
- The Estimator Builder: a suite of 12 purpose-built, human-in-the-loop AI applications for ~80 users, designed from scratch, with 6+ already shipped.
- Drawing Intelligence: reads design drawings to draft project scope.
- Concept Estimate Automation: turns messy, non-standardized scope lists into structured estimates and tracks how they change over time.
- Pricing Intelligence: retrieves everything previously paid for any item across more than 2 million files.
How I approached it
I lead the initiative and its developers. Being an expert in technology doesn't make you an expert in someone else's domain, so we replicated existing workflows first: the tools accept the estimators' own Excel files and return results in the same familiar format. We started with small wins they validated, added automation as trust grew, and built shared infrastructure underneath so the step-by-step approach never capped what we could deliver.
What changed
The conversation moved from whether it would work to what else we could automate, and estimating that used to take days now takes minutes, and it's traceable and consistent.
Forward-deployedDocument AIRetrievalAdoption