Juan L.

I build source-traced finance systems for companies that have outgrown spreadsheets, disconnected applications and month-old reporting. My advantage is unusual: I can own both the accounting logic and the technical architecture. I am a former Director of Accounting with an MAcc and MBA. I have managed $120M P&Ls, led global teams across eight countries and overseen complex multi-entity operations. Today, I apply that experience hands-on across QuickBooks Online, Sage 100, AppFolio, Microsoft Power Platform, Dataverse, Dynamics 365, Power BI, Stripe, APIs, Azure Functions, Node.js and Python. Clients bring me in to: • Architect end-to-end finance and operational systems • Build Power Apps, Power Pages, Dataverse and Dynamics 365 solutions • Integrate QuickBooks and industry platforms through APIs and webhooks • Automate billing, commissions, approvals, collections and reporting • Design Power BI and planning models for FP&A, consolidation and executive visibility • Repair the accounting process underneath the technology when the data is not clean enough to automate Selected results: • Built a production insurance finance mini-ERP with 89 Power Automate flows and a 99.996% A/R reconciliation match across 6,782 transactions and $85.5M of activity • Migrated multi-market property-management reporting from Power BI into live Dataverse-backed Power Apps generative pages with auditable budgeting and source-level tie-outs • Modernized financial reporting for a $228.9M multi-entity organization after auditing a 73-sheet workbook with 209,589 formulas and proving a replacement method at 99.0% cell-level reproduction • Delivered $1.2M in cash-flow improvement, $600K in supplier savings and $380K in tax savings through finance leadership and process redesign I work best with growing companies and finance teams that need senior ownership across both systems and numbers. If the engagement involves messy data, disconnected tools or a workflow no off-the-shelf product can handle, that is usually where I create the most value.