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Freelancer Overview

I am an AI for Finance Specialist by the Corporate Finance Institute, and I have over five years of experience in credit risk, underwriting, real estate, private equity, and corporate finance, with a strong focus on supporting and optimizing AI-enabled workflows. My background includes building prompt strategies for large language models, designing QA review frameworks to ensure data quality and consistency, and validating model-generated content for accuracy and format. I have successfully led the migration of over 700 issuer histories using web scraping and data validation techniques, built a Moody’s spreading LLM prompt strategy that saves ~30 minutes per company upload (total yearly savings of 400+ hours), and implemented process automations that reduced manual effort by up to 86%. My technical skills include Moody’s, S&P Capital IQ, Excel, SQL, Snowflake, Python, and Power BI, and I am adept at structuring, annotating, and preparing financial and risk-related datasets for analytics and machine learning applications. I am passionate about leveraging data-driven insights and rigorous documentation to improve AI training data quality, streamline annotation processes, and deliver measurable business impact.

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