Jacqueline D.

I help companies get AI-ready and stay defensible: AI strategy and discovery roadmaps, data foundations, data and AI governance (including Microsoft Purview), Power BI reporting that ties to the financials, and Claude architecture built for production. I am a licensed CPA who architects enterprise AI systems and the governance that keeps them defensible. That pairing is rare. Most AI architects cannot reconcile a number to the financial statements, and most CPAs cannot design an agent fleet. I do both, which is why my dashboards tie out and my AI survives an audit. 🏅 4X CLAUDE CERTIFIED (ANTHROPIC) Claude Certified Architect - Professional ▪ Claude Certified Architect - Foundations ▪ Claude Certified Developer - Foundations ▪ Claude Certified Associate - Foundations. Plus Model Context Protocol, Building Subagents, Claude Code Advanced, Building with the Claude API, and the Claude Partner Badge for Claude Code. All verified on Credly; see the portfolio item "Claude Code Certified Architect & Developer". The four exams cover 38 objectives spanning agent architecture, Claude Code and the Claude API, MCP and tool integration, security and guardrails, evaluation and observability, and discovery and requirements. ⚡ WHAT I DO ▪ AI strategy, discovery and roadmaps: current-state assessment, use-case prioritization, data readiness, architecture options, and a phased roadmap with business cases a finance function will accept ▪ Data and AI governance: DAMA/DMBOK-aligned data governance programs, Microsoft Purview, data quality frameworks, metadata and data dictionaries, and stewardship SOPs, plus AI governance aligned to NIST AI RMF and ISO/IEC 42001, model risk, and AI governance registers ▪ Data foundations and Power BI: source hierarchy, entity resolution, star schema modeling, DAX, semantic layers, warehouse reviews, Snowflake, ETL, and reporting that reconciles to the system of record ▪ AI agent architecture and agentic workflow automation: Claude Code, Claude API, MCP servers, subagents and multi-agent orchestration, tool integration, hooks, evaluation harnesses, observability, and the guardrails that keep autonomous systems safe in production ▪ AI enablement: training engineering and business teams on Claude Code and AI-assisted workflows, with playbooks, CLAUDE.md conventions, prompt and context engineering patterns, and QA gates for AI-generated work. Trained 350 people on AI workflows for a midsize education company. ▪ Fractional CTO and technology transformation: assessment, roadmap, vendor accountability, and executive KPI reporting 💼 CURRENT ROLES CTO at DataOps (Aerospace & Defense, Healthcare). GenAI product ownership and agentic AI workflow automation for a $40B aerospace and defense supplier with 50,000+ employees, inside ITAR-compliant environments. Fractional CTO at Right at Home (Healthcare). Technology strategy, Power BI operations dashboards, and process automation. Founder & CEO of Omni Business Intelligence Solutions. 200+ clients across 40+ industries. 📈 BACKGROUND Ex-PwC, nearly 10 years. As Sr. AI Product Owner I built an internal operations reporting platform on Power BI, SharePoint, and Power Automate and presented it to 20+ business unit executives at a major media client, and served as AI Product Owner on a national media and entertainment client's product that PwC later productized for other media clients. As Sr. Financial Auditor I led IPO PCAOB procedures and S-1 filing for a successful NYSE listing, plus business combinations, US GAAP to IFRS conversions, and ERP conversions. ✅ OTHER CERTIFICATIONS AI ▪ AWS Certified AI Practitioner ▪ MIT, Designing and Building AI Products and Services Data ▪ CDMP Associate (DAMA International) ▪ Data Management Fundamentals (DAMA) ▪ SnowPro Associate (Snowflake) ▪ Matillion ETL Foundations ▪ Alteryx Advanced ▪ Microsoft Certified: Power BI Data Analyst Associate ▪ Tableau Desktop Specialist ▪ Adobe Analytics ▪ Adobe Real-Time CDP ▪ Google Analytics, Ads, Tag Manager, Looker Studio Finance ▪ NYS Certified Public Accountant (NASBA) ▪ ACFE Certified Fraud Examiner 🏆 RECOGNITION Expert-Vetted, the top 1% of talent on Upwork, with 100% Job Success. Three-time Amazon best-selling author. Featured in the Wall Street Journal, CNBC, NASDAQ, Business Insider, Yahoo Finance, Microsoft News, Entrepreneur, Benzinga, Digiday, and International Business Times. Forbes Technology Council contributor and Visual Capitalist contributor. Moderated an AI governance panel with Google, JP Morgan Chase, and Twitch at the Global Scaling AI Summit. Presented on generative AI to Upwork's executive team and to an audience of more than 1,000. Tell me what you are trying to build or fix, and I will tell you honestly whether I am the right person for it. Note for private AI coaching this is quoted at $250/hour when its not building, and developing solutions.