AI workflow operator for real business teams.

I turn messy data, reporting, finance, and operating processes into AI-assisted workflows people can trust, adopt, measure, and run.

AI Enablement & AdoptionPrompt patterns, user training, human review, governance, reusable workflows, and practical rollout support.

Workflow DeploymentDiscovery, QA, documentation, handoffs, adoption loops, and careful automation for operational use.

Data & Reporting SystemsWorkday, Banner, SQL, Excel, Tableau, Power BI, public-source data, and cross-system process documentation.

Finance Automation & ControlsFund accounting, financial reporting, audit-prep context, transaction documentation, and controls-aware workflows.

Career timeline

A career path through AI enablement, data systems, finance, and service leadership.

The through-line is practical: lead teams, support finance users, modernize reporting, and make new workflows easier to trust and adopt.

2007-2012

Quantitative Analysis Foundation

University of Texas coursework in mathematics and economics.

2012-2022

Hospitality Operations Manager

Lead server and bartender at Steamworks Brewing Company.

2016-2023

Real Estate Finance & Property Operations Lead

ADU, lending, transaction, and property-operation work.

2018

Business Administration Graduate

Fort Lewis College degree with business and finance context.

2021-2023

Financial Systems Support Analyst

MIP Fund Accounting support for nonprofit finance teams.

2023-Present

Senior Analyst, Institutional Research & Analytics Lead

Fort Lewis College reporting, governance, AI enablement, and executive analytics.

Current

Independent AI Workflow & Data Systems Builder

Public-source data and practical AI workflow design.

Capabilities

Strengths for AI enablement work that has to hold up in real operations.

AI Enablement & Adoption

Turns operational problems into practical AI-assisted workflows with user coaching, human review, source links, QA checklists, documented decisions, and accountable handoffs.

Where it fits: AI enablement, forward-deployed AI, deployment management, workflow automation, internal tools, customer discovery, and governed adoption.

Workflow Implementation

Maps how work actually happens, turns ambiguity into operating steps, and gives teams documentation, training, metrics, and review habits they can keep using.

Where it fits: AI deployment, solutions implementation, customer success, operations improvement, partner enablement, and internal transformation.

Data & Reporting Systems

Works across Workday, Banner, MIP Fund Accounting, SQL, dashboards, Excel, and cross-system workflows to make fragmented processes easier to run and audit.

Where it fits: enterprise financial systems, operations analysis, data governance, ERP/reporting, AI workflow inputs, and process improvement.

Finance Automation & Controls

Brings experience with nonprofit fund accounting, accounting-entry support, fiscal-period/year-end workflows, audit-prep questions, borrower documentation, income/expense tracking, and controls-aware documentation.

Where it fits: finance AI automation, accounting systems, reporting reliability, budget support, compliance operations, and controls-aware analyst work.

Leadership & Communication

Communicates clearly with executives, finance users, technical partners, frontline teams, clients, faculty-facing stakeholders, and campus partners so decisions become usable practice.

Where it fits: customer advising, stakeholder management, executive communication, user training, service leadership, and cross-functional coordination.

Tools

AI enablement, workflow implementation, data systems, and finance tools.

Direct capabilities for AI adoption, workflow deployment, enterprise systems, compliance reporting, finance operations, service leadership, and careful modernization.

AI Enablement and Agent Support

Prompt patterns Agent workflows AI-assisted coding Human-in-the-loop review Evaluation checklists Documentation drafting Policy review support Workflow mapping

Workflow and Data Systems

SQL Excel ETL APIs Data pipelines Tableau Power BI Data QA Documentation

Enterprise and Financial Systems

Workday Banner MIP Fund Accounting Salesforce / CRM Lending / mortgage platforms POS systems Borrower documentation KYC / AML exposure

Finance and Controls

Fund accounting Grant reporting Audit preparation Fiscal-period workflows Year-end workflows Reconciliation support Reporting QA

References

For role or project conversations, email winnldcook@gmail.com. References are available for every professional experience, including past clients and colleagues. Please do not contact my current employer without my prior consent.