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