Clayton S.

I deliver enterprise-grade automation and reporting solutions built on the Microsoft stack. My work enables finance, tax, and operations teams to eliminate manual processes, improve accuracy, and accelerate decision-making. With 12+ years of experience in finance and analytics, including work aligned with Big Four consulting standards, I bridge the gap between business strategy and technical execution. I specialize in Excel/VBA engineering, Power Query, Power Automate, and API integrations, with a focus on scalable architecture and audit-ready outputs. My clients value my ability to understand their business drivers, design efficient solutions, and implement with precision. The result is streamlined workflows that stand up to both operational demands and executive scrutiny. Core Services Excel & VBA Engineering • High-performance automation (arrays, ADO, batch writes) • Event-driven logic, exception handling, and logging • Scalable design for long-term maintainability Power Query (M) & ETL • API ingestion & JSON parsing • SharePoint/Excel connectors • Data pipelines optimized for reliability and scale API & Platform Integration • QuickBooks Online (GL, AR/AP, Balance Sheet, JournalReport) • Microsoft Graph & custom REST APIs • Secure OAuth2 token refresh/storage (Azure Blob, SharePoint, GCP Secret Manager) Power Automate & Workflow Orchestration • Automated document generation & routing • Inbox parsing, attachment renaming, structured SharePoint storage • Scheduled jobs and exception handling Financial & Operational Modeling • Pricing engines, budget-to-actuals, AR aging dashboards • GL/Journal extract design with audit-friendly detail • Scenario planning and management reporting Representative Engagements Transitioned legacy Access tools for a U.S. government context into a modernized, sustainable Access/Excel ADO framework. Designed a pricing and reporting suite for a manufacturing firm using Excel as the front-end and Azure SQL as the backend. Implemented QuickBooks Online API reporting pipelines in Power Query with class/site rollups, JSON parsing, and executive-ready outputs. Built Power Automate flows to enforce naming standards, archive financial documents, and provide reliable audit trails. Developed a mortgage calculator capable of handling Adjustable-Rate and Graduated Payment schedules, with configurable inputs. Engagement Approach Advisory mindset: I begin with understanding business needs before designing solutions. Structured delivery: Clear requirements, milestone-based development, and version-controlled deliverables. Performance and risk focus: Array/ADO design to handle scale, robust error handling, and logging for transparency. Configurable and future-proof: Named ranges, parameters, and modular design so tools evolve with the business. Executive-level communication: Transparent, pragmatic, and outcome-oriented. Tools & Technologies Excel/VBA • Power Query (M) • Power Automate • REST/JSON • QuickBooks Online API • Microsoft Graph • ADO • SQL • Azure Functions • Google Apps Script • SharePoint/OneDrive • Python (working knowledge) • VSTO • COM Industries Government • Real Estate • Manufacturing • Healthcare/Pharma • Retail • Hospitality • Financial Services