Analytical professional with experience in financial reporting, research, process improvement, and administrative operations. Skilled in Excel, SQL, and data automation, with a background in healthcare administration, institutional report automation, and policy research. Known for learning new systems quickly, improving workflows, and translating complex information into clear, usable reports.
Analytical professional with experience across financial reporting, research, process improvement, and administrative operations. I work comfortably in Excel, SQL, and automated reporting workflows, and I have built solutions in healthcare administration, institutional finance, and policy research. I learn new systems quickly, streamline repetitive work, and focus on producing reports and processes that are accurate, repeatable, and easy for stakeholders to use.
Real Estate Salesperson License
I created this dashboard from outcome metrics across my roles—measuring production time, throughput, and approval rates tied to the tools and workflows I implemented.
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Email : shaunakennedy110@gmail.com
Phone : +1 781 915 9933
Degree : B.A. Political Science (BU); Accounting Certificate, UMass Lowell (2027)
Location : Norwell, Massachusetts
Core tools and systems across analysis, automation, finance, and healthcare
Boston University, Boston, MA. Relevant coursework included Financial Accounting, Managerial Accounting, Database Design and Implementation, Python, SQL, Databases and Data Mining, Quantitative Reasoning, Geometric Algorithms, Microeconomics, Macroeconomics, Public Policy, Sociology, Political Theory, and Ethics.
University of Massachusetts Lowell. Coursework completed so far includes Financial Accounting and Managerial Accounting, with additional accounting fundamentals and financial reporting in progress. Current GPA: 3.4.
- Streamlined scheduling by launching automated text-message appointment confirmations, increasing patient throughput by 10% and saving 30 minutes of staff time daily
- Processed approximately 100 patient referrals per month, verifying insurance eligibility to ensure accurate submissions, with more than half approved and confirmed on first pass
- Coordinated with physicians and external providers to support continuity of care and reduce bottlenecks
- Managed 20–30 patient calls and up to 20 daily payment transactions, reducing billing errors through structured payment and missed-appointment logs
- Designed and launched an SEO-optimized practice website from scratch, driving approximately 3 new patients weekly while reducing informational call volume and eliminating outside marketing costs (atlanticprimarycare.com)
- Technology used: Tebra/Kareo, Quest Diagnostics, Care360
I built this from my Atlantic Primary Care performance data—weekly referrals, call volume, and new patient intake after key automation milestones.
| Week | Referrals | Info calls (daily avg.) | New patients |
|---|
- Automated client financial report generation using VisionFI, replacing manual data entry and cutting report production time from up to a week down to hours
- Built and maintained report templates and scripts enabling extensive report packages with minimal input, supporting monthly reporting for 5+ client accounts
- Led a six-month report automation project, streamlining production of roughly 50-page reporting packets across public equities, fixed income, and alternative asset classes
- Performed ETL work to extract, transform, and load financial data for recurring reporting needs
- Collaborated with analysts and marketing stakeholders to ensure reporting reflected accurate performance and asset data
- Incorporated financial data visualization into client-facing reports to support portfolio performance reviews
- Technology used: VisionFI, FactSet, Evestment, CRM
- Supported research for the "10,000 Souls Project" by analyzing demographic and budget data related to healthcare, social, and economic policy
- Created time-series datasets to track legislative outcomes against state budgets and identify trends
- Synthesized complex legislative material into concise briefs for university stakeholders and policy advisors
- Technology used: Excel
I created this time-series from legislative budget and outcome data I analyzed during the Suffolk 10,000 Souls Project.
| Year | Budget index | Outcome index | Gap |
|---|
- Supported campaign operations through stakeholder communication, logistics coordination, and policy messaging
- Managed email and phone correspondence with contributors and constituents
- Prepared travel arrangements and meeting logistics for campaign travel
- Drafted talking points and debate preparation materials for speeches and public appearances
- Technology used: Excel
I scored each capability from my performance data—the tools I've used and the outcomes I've delivered. Click a spoke to highlight the matching service below.
Building accurate, repeatable financial reports and reporting packages—from data extraction and validation through final client-ready deliverables.
Web development includes building responsive sites with HTML, CSS, and JavaScript, using Node.js and package managers like npm/Yarn for deployment.
Using Excel, SQL, and Tableau to clean, analyze, and visualize data—turning complex information into clear metrics, trends, and decision-ready insights.
Designing automated reporting workflows with ETL, templates, and scripting to reduce manual production time and improve consistency across recurring deliverables.
Conducting policy, financial, and operational research—gathering data, identifying trends, and synthesizing findings into concise reports and recommendations.
Programming languages include Python and Java, and SQL, used to develop task automation, computing, and database implementation.
Accounting Systems & Financial Reporting
I built an end-to-end accounting cycle engine and Streamlit dashboard that takes business activity from inputs through suggested GL coding, journal entries, general ledger, trial balance, and four financial statements—with validation controls that confirm debits equal credits at every stage.
Financial Analytics & Automation
End-to-end equity research dashboard that automates financial data ingestion, KPI calculation, and interactive visualization—from company overview snapshots and multi-year trend analysis to fundamental scoring models and peer benchmarking. I also generate LLM-powered business descriptions for each ticker primarily from SEC filings, so I can move from narrative context to ratios without leaving the dashboard.
Healthcare Website
A React healthcare site I built and deployed for Atlantic Primary Care—SEO-optimized with accessibility tooling, patient chatbot, Tebra booking, and office showcases. It drives approximately 3 new patient inquiries per week while reducing routine informational calls.
Database Architecture & Visualization
Comprehensive stock trading database system with advanced SQL programming, PostgreSQL backend, and Tableau visualization. Features complex queries, data normalization, and interactive financial analytics dashboards.
Financial Process Automation
Sanitized case study of institutional reporting work at NEPC: automating VisionFI-based financial report production, building recurring templates across 5+ accounts, and leading a six-month automation initiative for multi-asset-class reporting packets.
Inputs → Journals → Ledger → Trial Balance → Statements
I designed and built an accounting cycle automation system that proves I can take business activity from source inputs through suggested GL coding, journal entries, general ledger posting, trial balance, and the four core financial statements—with controls that keep the books in balance. The Streamlit dashboard wraps the Python engine so I can load sample packs or uploaded documents, run the full cycle, and inspect statements, analytics, and validation health in one workspace.
I mapped the Streamlit UI, Plotly analytics, and Python accounting engine I built—lines of code by module and the packages that power the cycle.
I replaced a manual spreadsheet-style cycle with a controlled pipeline that posts activity, produces statement-ready outputs, and surfaces validation health in the UI—including a controls gauge that reaches 100% when all checks pass. On a full sample cycle, the dashboard summarized net income, total assets, ending cash, and activity counts while confirming beginning balances, journals, and trial balance all PASS.
Healthcare Website Development & Deployment
Developed and deployed a modern healthcare website for Atlantic Primary Care with SEO optimization, accessibility features, and patient-focused navigation. The site supports new patient discovery and reduces routine informational call volume—driving approximately 3 new patient inquiries per week while eliminating outside marketing costs.
I mapped the full codebase I shipped for atlanticprimarycare.com—total coding volume, React components, and the packages and systems behind the build.
Elegant onboarding experience with patient registration options and clear call-to-action buttons.
Interactive office location display with detailed facility information and map integration.
Comprehensive accordion-style FAQ with expandable answers and direct action links.
Step-by-step new patient registration process with clear instructions and contact information.
Advanced accessibility controls including text sizing, contrast options, and readability features.
Database Architecture & Tableau Visualization
Designed and implemented a comprehensive stock trading database system with advanced SQL programming techniques and Tableau visualization. The project demonstrates expertise in database architecture, complex query optimization, and data visualization for financial analytics.
Comprehensive database schema with properly normalized tables for stocks, trades, users, and market data with primary and foreign key relationships.
Advanced SQL queries utilizing LEFT JOINs, subqueries, aggregate functions, and complex data manipulation for stock analysis and reporting.
Interactive Tableau dashboards showcasing stock performance, trading patterns, and market trends with real-time data visualization.
Optimized database queries for performance, including indexing strategies and efficient data retrieval for large financial datasets.
Academic/personal project focused on designing a normalized trading schema and optimizing analytical queries. Query gains were observed by comparing optimized queries against the original unoptimized set after indexing.
Institutional Financial Reporting Workflow
At NEPC, I automated recurring client financial reports with VisionFI—cutting production from days to hours across multi-asset reporting packets. This case study is sanitized: no client names, holdings, or confidential figures.
I mapped my manual NEPC steps against the VisionFI automation I built—slide to compare time by report volume.
Equity Research & Fundamental Analysis Platform
I charted Nike, Inc. (NKE) KPIs from SEC 10-K income statement and balance sheet data—the same pipeline that powers my trend analysis module shown above.
Built an automated financial analysis dashboard that transforms raw company financials into a structured, interactive research experience. I can look up any ticker, IPO, or company with SEC filings and route that data through the same pipeline—from ingestion and KPI calculation through visualization. The platform consolidates market multiples, profitability, liquidity, and efficiency metrics into a single overview—then layers on multi-year trend visualizations, earnings-quality scoring, and peer benchmarking so I can move from high-level snapshot to comparative insight without manual spreadsheet assembly.
For every ticker I analyze, I generate a structured business description with an LLM—grounded primarily in SEC filings (especially 10-K Business and related disclosure text)—so the dashboard opens with clear Overview, segment context, and scale metrics alongside my quantitative modules. The model turns dense filing language into research-ready summaries (business model, product lines, revenue drivers) while I keep ratios, scores, and peer views in the same workflow. That combination—primary-source narrative plus automated financial analytics—is what makes each symbol feel like a complete research brief instead of a chart dump.
I mapped the full stack I built for my SEC EDGAR dashboard—Python API, Postgres pipeline, React UI, and every package that powers ticker lookup and analysis.
Instant snapshot of market cap, valuation multiples, profitability margins, and liquidity position—organized into scannable metric groups for rapid due diligence.
Multi-year line charts with hover tooltips track how gross, operating, and net margins evolve—and flag when rising leverage coincides with falling liquidity.
Automated Altman and Piotroski scores translate complex financial statements into clear distress/safety and strength/weakness signals with gauge-based UI.
Side-by-side heatmap, radar, and ranking views benchmark companies on ROE, margins, leverage, and valuation—surfacing relative leaders and laggards at a glance.
LLM summaries distill SEC filing language into Overview, segment, and scale context so I pair story with scores in one research pass.
Replaced a manual, spreadsheet-driven research workflow with a single automated dashboard covering six analytical modules and multi-year historical coverage. Analysts can evaluate company health, trend direction, fundamental quality, and peer positioning in one interface—cutting time spent on data gathering and chart building.
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