I'm a consultant specializing in small business finance, lending, underwriting, and data analytics.

About Me

I partner with business owners and non-profit institutions to turn chaotic financial data into clear, actionable insight so that leaders know how to maximize their organization's success.

I've spent my career coaching small business owners on starting and growing their businesses, accessing capital, improving personal credit, and making sense of numbers. I've designed new loan products, created social impact surveys, and built high-performing loan funds from scratch. I've worked as a loan officer, underwriter, financial analyst, and consultant.

I excel at seeing how details form the big picture, setting and meeting milestones, and communicating results. I earned a Master of Science in Business Analytics from the University of Notre Dame, where my studies were focused on communicating data-driven insight using analytical design, statistical techniques, data mining, and data visualization.

My passion is helping organizations do what they do—better. What's yours?

Business Owners

You probably started your business so that you could spend more time doing what you love–so did I! I love seeing entrepreneurs succeed. I work with business owners to take the stress out of bookkeeping, business planning, and accessing capital so you can spend your time doing meaningful work that leverages your skills and ignites your passions. 

CDFIs + SBA Lenders

The institutional clients I work with benefit from holistic underwriting and dynamic consulting. With years of practitioner experience, I enable your mission-based organization to spur the local small business economy while maintaining a safe, high-performing portfolio.

Business Advisory Firms

Many of my clients are economic development consultants themselves. My subcontracting services increase capacity for advisory firms and consultancies. You'll find that my diverse experience and straightforward approach improve efficiency in a number of areas, including financial analysis, proposal writing, data visualization, and dashboarding.

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Recommendations

I have had the pleasure of working with Amy for a number of years. I have found her to be a tremendous thinker with great foresight when working with a business or organization. I learn so much every time I work alongside her.
— Jimmy Lee, President & CEO of Goodcity and former Executive Director, White House Initiative on Asian Americans and Pacific Islanders
Amy’s iterative data analysis helped me improve service and outcomes for our CDFI. She has a knack for articulating the right questions and an intuition for the limitations of data’s answers. Her experience assisting self-taught entrepreneurs reveals a patient drive to capture the undocumented strengths of a business, reduce perceived risks, and create success for both lender and business owner.
— Kyle Johnson, Director of Community Lending, Accion Chicago
If you are looking for someone to get in the weeds and make sense of the details that truly matter, Amy is the person to do it. Amy’s combined technical skillset and industry experience are an asset that is invaluable when interfacing with a range of clients including entrepreneurs, CDFIs, government agencies and consultants. She has an intuitive lens for understanding and navigating the small business space and sets clear deliverables in order to effectively meet deadlines.
— Kate Novotny Angeles, Economic Development Lending Manager at Local Initiatives Support Corporation (LISC)

Say Hello

Interested in working together? Want to learn more?
Let's collaborate!

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