Personal Finance & Investment Analytics Platform
Built a platform that consolidates bank and brokerage data from 3 institutions (Chase, Capital One, Fidelity) into one view of spending, cash flow, and net worth, replacing manual tracking across separate apps Designed the reporting data model (5 fact tables, 8 dimensions) and automated the cleaning and reconciliation of multi-source records, preventing duplicates across repeat syncs and validating results with 322 automated data-quality checks Developed an equity research scorecard that rates public companies on 4 dimensions using SEC filings (10-K, proxy statements), with adjustments for stock splits and distorted ratios so company comparisons stay reliable Evaluated competing tools (e.g., Dagster vs. Airflow) and documented the tradeoffs and rationale behind each design decision in a public project write-up

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