Where finance, technology, and community meet.
Finance training, an operator's instincts, and a builder's habit.
I help small business owners make sense of their numbers, and I build the tools that make that work faster.
As an Associate Business Advisor & Marketing Specialist at the CSU Bakersfield Small Business Development Center, I support entrepreneurs with financial forecasting, variance analysis, and planning, then translate the results into financial summaries, budget documentation, and reports that clients, partners, and funders can use.
I also serve as a liaison between clients, consultants, and partners (the SBA, SCORE, Kern County, and CSUB) and help plan the workshops and outreach events that bring those resources to the community.
Outside of advising, I build. I've developed an AI chatbot for a real client-facing compliance use case, customized a HubSpot CRM around advising workflows, and created a data-driven scheduling planner for small business staffing. Before this role, I ran finance and operations for a transportation company and served clients in a HIPAA-regulated contact center, so I take accuracy and confidentiality seriously.
Three disciplines, one advisory practice.
Financial analysis
Forecasting and variance analysis that turn client numbers into a plan they can follow.
- Forecasting & financial modeling
- Budget documentation
- Grant & partner reporting
- LivePlan-based planning
Applied AI
Practical AI agents and workflows built for real client-facing use, not demos.
- AI agent development
- API integration
- HTML / CSS / Java
- CRM customization (HubSpot)
Partnerships & outreach
Connecting clients with the right resource, and bringing programs to the communities that need them.
- SBA · SCORE · Kern County · CSUB
- Workshops & event coordination
- Confidential case management
- Bilingual: English, Punjabi, Hindi
Where I've worked.
Associate Business Advisor & Marketing Specialist
- Perform financial forecasting, variance analysis, and modeling to support client business planning and internal program reporting, translating findings into financial summaries, budget documentation, and reports for internal planning, grant reporting, and partner communications.
- Serve as a liaison between clients, consultants, and partner organizations including the SBA, SCORE, Kern County, and CSUB, coordinating services and outreach initiatives.
- Maintain organized digital records and case files using CRM and Microsoft Office systems while ensuring strict confidentiality and compliance.
- Assist in planning and organizing community outreach events and workshops to support regional small business development.
Contact Center Advisor — Medi-Cal Dental Outreach & Client Services
- Managed 50+ daily inbound and outbound calls, providing accurate eligibility and program information to a diverse client population.
- Maintained detailed case records in CRM systems to ensure accurate reporting and compliance with program regulations.
- Interpreted and explained complex policy guidelines to clients while maintaining strict HIPAA confidentiality standards.
Operations & Finance Manager
- Managed day-to-day administrative and financial operations, including invoicing, record keeping, and vendor coordination.
- Prepared internal financial reports and tracked expenses using Excel-based reporting systems, applying variance tracking to identify cost discrepancies.
- Maintained accurate operational records, ensuring full compliance with transportation regulatory filings and documentation requirements.
- Coordinated schedules and correspondence between company leadership, vendors, and clients.
Foundations in business and finance.
California State University, Bakersfield
B.S. Business Administration, Finance Concentration
Bakersfield College
A.S. Business Administration & A.A. Liberal Arts
Tools and disciplines.
Financial Planning & Analysis
Forecasting, variance analysis, financial modeling, budget documentation, grant reporting, Excel-based financial analysis.
AI & Technology
AI agent development, AI-assisted development, API integration, HTML / CSS / Java, CRM customization (HubSpot), website development, Figma.
Program & Stakeholder Management
Cross-organizational liaison (SBA, SCORE, Kern County, CSUB), program documentation, outreach and event coordination.
Systems & Tools
Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams), Google Workspace, CRM systems, LivePlan, Adobe Suite, Zoom.
Compliance
HIPAA certified, FERPA awareness, AB 1825 / SB 1343 harassment prevention, data privacy, regulatory compliance.
Languages
English (fluent), Punjabi (fluent), Hindi (conversational).