More Work · Financial Systems

Treasurer operating system.

As Treasurer of an ~80-member organization, I built a multi-sheet Excel system that turned scattered spending into one live budget dashboard — so leadership could see where the money was going before the semester was already over.

ExcelBudget modelingVariance trackingForecasting~$650K annual budget

Problem

Spending was fragmented across officers, committees, food, utilities, and fines.
Leadership had little visibility into spending pace, variance, or semester-end risk.
Decisions were made reactively, not from one current source of truth.

Solution

Built a multi-sheet Excel system feeding officer, committee, food, fine, and utility inputs into one master dashboard.
Standardized every entry by amount, category, description, and date.
Added weekly pace, budget-remaining, projection, and variance tracking at quarter, half, three-quarter, and end-of-semester checkpoints.

Outcome

Real-time visibility across roughly $650K/year in operations.
Reduced chapter debt by ~52% through improved tracking and an alumni-driven repayment strategy.
Cut budget forecasting variance by ~75% with a standardized process.

~$650K

Annual operating budget managed across 24 officer & committee categories

~52%

Reduction in chapter debt after taking the role

~75%

Reduction in budget forecasting variance

The system

Five inputs, one master view

Diagram showing officer, committee, fine, chef, and utility sheets feeding one master expense sheet — **System structure.** Separate officer, committee, fines, chef, and utility sheets feed into one master expense sheet, compared against the planned budget for variance tracking — so leadership checks one place instead of five.

The dashboard

Spending against projections, in real time

Budget dashboard with total spent versus budget, weekly pace, and projection tables — **Master dashboard.** Total spent vs. budget, amount remaining, weekly pace vs. max pace, projected vs. actual spend, and dollars saved by semester end — all updated as officers log expenses.

Contact

Looking for engineering internship and project opportunities.

Open to design, MEP, process, manufacturing, and reliability roles — and to project work. The fastest way to reach me is email or LinkedIn.

Email Me → LinkedIn Resume