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V
Vk T.

Vk T.

Fractional CFO (Data Driven Financial Strategy) in Contract Review, Compliance, and Legal Research

USA flagDallas, Usa

Key Skills

Software

No software listed

Top Subject Matter

Financial analytics and AI workflow automation for SMB business health monitoring
Legal Services & Contract Review
Regulatory Compliance & Risk Analysis

Top Data Types

TextText
DocumentDocument

Top Task Types

Function CallingFunction Calling

Freelancer Overview

Fractional CFO (Data Driven Financial Strategy) in Contract Review, Compliance, and Legal Research. Brings 20+ years of professional experience across legal operations, contract review, compliance, and structured analysis. Core strengths include n8n. Education includes Master of Business Administration, Texas A&M University and Bachelor of Business Administration, University of North Texas. AI-training focus includes data types such as Text and labeling workflows including Function Calling.

Labeling Experience

Fractional CFO — Data Driven Financial Strategy; developing AI-powered Business Health Review agent (In Development, 2025–2026 / 2026)

TextTextFunction CallingFunction Calling

Designed and automated an SMB “Business Health Review” agent to extract financial diagnostics and generate structured risk alerts from client data. Implemented multi-step agentic workflows to support KPI extraction and downstream reporting workflows for fractional CFO engagements. Built an approach to validate workflow outputs using agentic AI security principles to ensure data integrity and access-controlled operations.• N8n-based multi-step agentic workflow design for financial diagnostics and KPI extraction• Risk flagging and automated monthly/quarterly business health reporting for SMBs• Integration of AI agent security principles (data integrity, access controls, workflow validation)• Deployment planning for use in ongoing fractional CFO client engagements

2017 - Present

Education

U

University of North Texas

Bachelor of Business Administration, General Business

Bachelor of Business Administration
Not specified
T

Texas A&M University

Master of Business Administration, Finance and Management

Master of Business Administration
Not specified

Work History

M

Money Mgmt, LLC

Fractional CFO (Data Driven Financial Strategy)

Dallas
2017 - Present
I

Independent Contractor

Seasonal Tax Advisor (IRS Enrolled Agent)

Dallas
2012 - Present