Open to Opportunities

Ian Lehrer

I build AI-driven tools and automation systems that turn complex financial and operational data into clear, actionable outcomes.

$400M
BUDGET MANAGED
250+
Global sites
$30M
COST SAVING INITIATIVES
20+ hrs
Saved monthly
ABOUT ME

Finance Meets Automation

I’m a data-driven builder who sits at the intersection of finance, operations, and technology. At Hewlett Packard Enterprise, I managed a $400M annual facilities budget across 250+ global sites — and then built the AI tools and Python automation that made that work dramatically more efficient.
I’m not a traditional developer, and I’m not a traditional finance analyst. I’m the person who sees a manual, repetitive process and builds the system that replaces it — whether that’s a forecasting model, an automated reporting pipeline, or a dashboard that gives leadership the visibility they actually need.
Now I’m looking for my next challenge: a role where I can combine financial acumen with hands-on technical building to drive real operational impact.

📊

Finance + Data

Financial modeling, budgeting, and analysis at enterprise scale

🤖

AI & Automation

Python scripts and AI-driven tools that eliminate manual work

🏗️

Systems Builder

Dashboards, pipelines, and workflows designed for real users

🎯

Strategic Impact

Translating complex data into executive-level insights

WHAT I BUILD

Systems That Solve Real Problems

I focus on practical tools that create measurable impact.

🧠

AI Systems

Practical, AI-driven tools that transform raw data into fast, confident decisions.

  • Forecasting models for operational planning
  • Intelligent workflows for data processing
  • Scalable automation for enterprise environments
  • Real-world deployment, not just prototypes

Automation & Tools

Python-powered dashboards, pipelines, and workflows that eliminate manual work and improve accuracy.
  • Python automation scripts and ETL pipelines
  • Reporting dashboards with integrated analytics
  • Process workflows that cut hours of manual effort
  • Internal tools built for non-technical users

📈

Data & Finance

Financial strategy, modeling, and analytics that drive capital allocation and operational decisions.
  • Budget management across $400M+ portfolios
  • Scenario modeling and predictive analytics
  • Cost optimization and vendor performance
  • Cross-functional strategic decision support

EXPERIENCE

Where I've Made an Impact

A track record of building systems, optimizing operations, and delivering measurable results.

JUNE 2022 - MAY 2025

Financial Operations Analyst

Hewlett Packard Enterprise

Operated as a finance–product bridge across a $400M global facilities portfolio (250+ sites), owning budget performance with 99.9% accuracy while translating financial data into decision-driving systems. Designed and deployed AI-driven forecasting tools and Python automations that reduced reporting time by 20+ hours per month and improved operational visibility. Led a $30M cost optimization initiative by applying data modeling, vendor performance analytics, and structured experimentation to influence capital allocation. Built predictive dashboards and scenario models that enabled leadership to make faster, data-backed real estate and spend prioritization decisions, while advancing digital transformation across global finance operations.

$400M Budget $30M Savings Found 20+ hrs/mo Automated 250+ Global Sites 99.9% Accuracy Python Automation Value Realization Framework Initiative Executive Reporting & Presenatations
MAY 2021 - AUGUST 2021

Valuation Analyst Intern

Capital Insight

Supported $10M–$100M M&A transactions in the food and hospitality sector by transforming financial data into structured valuation insights. Built dynamic Excel models to analyze revenue durability, margin profiles, and operating leverage, helping assess deal viability and growth potential. Synthesized financial statement analysis into clear, decision-ready outputs that informed pricing strategy, risk assessment, and capital allocation discussions.

$10-100M Transactions Financial Modeling Valuation Analysis Product ResearchGrowth Analysis
October 2018 - Present

Founder/Web Developer

Founded and led a web development and digital strategy firm serving small businesses, owning end-to-end product delivery from client discovery through launch and optimization. Designed and deployed high-performance, SEO-optimized websites that drove up to 200%+ increases in organic traffic within three months. Built data-driven marketing systems to improve conversion funnels, customer acquisition efficiency, and measurable ROI, translating digital performance metrics into scalable growth strategies for clients.

200% Traffic Growth Web Development SEO Optimization & Marketing Client Strategy

PROJECTS

What I've Built

A selection of tools and systems — from AI-powered automation to financial dashboards. More coming as I build in public.

AI + AUTOMATION

Quarterly Reporting Automation

Built automation scripts that streamlined HPE’s quarterly financial reporting process, integrating data from multiple enterprise sources and eliminating 20+ hours of manual work each month. Designed scalable data workflows that improved reporting accuracy, reduced operational risk, and accelerated close-cycle timelines, enabling finance leadership to focus on higher-leverage analysis rather than manual consolidation.
Python Pandas Excel Integration Cross-Collaboration
AI + FINANCE

aI-Driven Forecasting Tools

Developed AI-powered forecasting models that enhanced real-time visibility across a 250+ site global portfolio, accelerating decision cycles and strengthening capital allocation confidence. Designed scalable forecasting systems that translated complex datasets into forward-looking performance projections, improving strategic planning accuracy and cross-functional execution.
Forecasting Predictive Modeling Scenario Analysis Decision Support
Data visualization

Executive Dashboards

Designed advanced Excel dashboards integrating predictive analytics and scenario modeling to guide strategic real-estate consolidation and spend prioritization for senior leadership. Translated complex financial and operational data into intuitive executive-level visualizations, enabling faster capital allocation decisions and clearer visibility into portfolio performance, cost trends, and long-term investment tradeoffs.
 
Executive Reporting KPI Design Data Visualization Stakeholder Alignment
Strategy + Finance

Value Realization Framework

Designed a structured value-measurement system spanning 7 quantitative and 3 qualitative impact pillars, enabling organizations to translate AI, operational, and strategic initiatives into measurable financial outcomes including cost avoidance, revenue acceleration, capital efficiency, and risk mitigation.


Strategy Financial Concepts Value Quantification Capital Allocation

EDUCATION

Foundation

🎓

University of Arkansas

Bachelor of Science in Finance, Minor in Economics

2019 - 2022 · Fayetteville, AR

Get in touch

Let's Build Something

I'm actively looking for my next role — whether it's in financial operations, AI-driven automation, or at the intersection of both. Let's connect.

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