Matthew I.

Python, Odoo, Flask, Docker, Linux, Apache, AI, Management.

• Development and implementation of an AI model for extracting and labeling invoice data, as well as an FEC anomaly detection model, to replicate OCR automation offered by tools like Dext.

• Development from scratch of a CRM that automates the processing and creation of FECs to Sage, similar to Dext, Tiime, or Pennylane, but optimized to handle over 800 files without the recurring costs of these solutions (Dext: ~€20/month/file, Tiime: ~€15/month/file).

• Development of Odoo modules for accounting.

Webdev, Hfsql, Php

• Development of CRM tools for financial advisors and wealth management advisors at Alderan and Norma Capital (primarily).

• Development of a REST API to automate the verification of client judicial records via Refinitiv, generating an estimated time saving of 5 minutes per file, or up to 1,200 hours saved annually for a client managing up to 14,000 files per year.

• Creation of registration and document auto-completion processes for multiple PER, SCPI, and life insurance products.

Javascript, JQuery, React, SharePoint, Microsoft Azure

• Team development of an application allowing mentors to track employee progress and promotions.