SEC to Excel DCF
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- Python
- SEC EDGAR API
- Excel
- WebAssembly
Senior Data Analyst · Great Neck, NY
I turn raw data into answers the business can act on.
I pull data together, analyze it, and build the reports, models, and pipelines people use to decide. Since 2022 I've done that for a network of about 50 skilled nursing and assisted living facilities, after starting my career in treasury.
Where I've worked
- Centers Health Care
- Plainview Healthcare Partners
- Sunrise Securities
What I do
One analyst, the whole path from data to decision
Data analytics
Recurring reporting and dashboards in SQL, SSRS, and Power BI that teams run every month.
See examples ↓Data science and modeling
Rebuilding published methodologies from raw data, benchmarking, and valuation models that tie out.
See examples ↓Business analysis
Turning finance and operations problems into working processes and clear recommendations for leadership.
See examples ↓Data engineering
Python and SQL pipelines that pull from APIs and files, load incrementally, and produce finished outputs.
See examples ↓Projects
Selected projects
Built on public data, from SEC filings to CMS quality ratings.
קביעות
Keviut Live
A free web app for keeping a daily Torah learning schedule: Daf Yomi, Amud Yomi, Mishnah Yomit, Nach Yomi, and custom plans. Mark each day, catch up on what you missed, and count chazarah.
- Web app
- Cloudflare Pages
- Own domain
data.cms.govprovider data API
Python ETLpandas, pyodbc
SQL Serverincremental load
then Five-Star and SFF scoring rebuilt from CMS methodology
CMS nursing home quality analytics
A Python pipeline that loads CMS provider data into SQL Server incrementally, plus rebuilds of CMS's Five-Star staffing and Special Focus Facility scoring from the official methodology. Rebuilding the inspection scores for New York facilities turned up three calculation errors.
- Python
- SQL Server
- Excel
- CMS methodology
- Omega
- Sabra
- CareTrust
match
operators
↔
operators
↔
- Star ratings
- Staffing
- SFF status
Nursing home REIT tenant quality In progress
Matching the operators behind Omega, Sabra, and CareTrust to CMS quality data to test whether star ratings and staffing show up in the rent coverage those REITs report.
- Python
- SEC filings
- CMS data
Work
What I've built at Centers Health Care
Automation and reporting for finance, quality, and operations teams across skilled nursing, assisted living, and adult day care.
Process automation, before and after
Hours per cycle
| Process | Before | After | Saved |
|---|---|---|---|
| Health insurance invoicingMonthly, about 50 facilities | 32 hrs | 2 hrs | 30 hrs |
| Accounts payable runMonthly, 100+ vendor cash files | 8 hrs | 1 hr | 7 hrs |
| RHCF cost report prepEach cycle, 15 reports per facility | ~1 week | < 2 hrs | ~1 week |
| Every month, invoicing and AP | 40 hrs | 3 hrs | 37 hrs |
Tens of thousands of dollars a year in incorrect billing stopped by compliance checks that flag inactive employees and duplicate facility charges.
$100K+ recovered as a Treasury Analyst by working through HUD loan agreements, required facility improvements, and reimbursement approvals.
Data analytics
Star Ratings monthly reporting
Automated CMS Star Ratings reporting compared against 1, 12, and 24 months earlier, tracking measure changes like the planned FY2028 vaccination measure removal.
Medicare LOS, monthly In QA
Multi-facility Medicare SNF length-of-stay report with rolling three-month benchmarks.
SQL Server · SSRS
Flexible Power BI views
Reports built with bookmarks and field parameters so one report serves several audiences.
Power BI
Also: weekly overtime reporting, a PCC lab-orders dashboard, and antipsychotic-rate and discharge-to-home reporting.
Data science and modeling
Inspection scoring audit
Recalculated CMS health inspection scores for New York facilities and found three calculation errors: Cycle 2 weighting, IDR-flagged citations, and an excluded F-tag.
Excel · CMS data
Five-Star and SFF replication
Rebuilt the Five-Star staffing domain and Special Focus Facility scoring from CMS's published methodology.
Excel
Brooklyn crash analysis
496,632 NYPD-reported collisions from 2012 to 2026, turned into recommendations for a city council audience.
NYC Open Data
Also: the SEC to Excel DCF and the REIT tenant analysis in Projects.
Business analysis
Shared mailbox cost audit
Reviewed more than 450 shared mailboxes for status and cost, ran a delegate review, and summarized potential savings for the CFO.
Jotform
PBJ turnover workflow
Staff-turnover reporting with an exclusion table, prefilled review links, approval routing, and automated reminders.
Treasury and cash management
At Plainview Healthcare Partners: weekly cash-flow analysis for the CFO across 18 nursing homes and 30+ wire and ACH transfers a day.
Bill.com · Intacct · Excel
Also: an insurance eligibility check that tests hours across three rolling weeks.
Data engineering
Accounts payable automation
Python and SQL pipeline that produces 100+ vendor-specific cash management files each month.
Python · SQL Server
Health insurance invoicing
Matches provider files to internal data through crosswalk tables, generates SSRS invoices for about 50 facilities, and flags billing errors before invoices go out.
SQL Server · SSRS
Adult day care census
Python on the Jotform API gives 9 centers a real-time census, with automated reminder emails.
Python · Jotform API
Also: the RHCF cost report, 15 SQL queries that replaced 15 hand-built reports per facility.
Experience
Healthcare data, with a finance foundation
-
2022 – Present
Senior Data Analyst
Centers Health Care · New York, NY · Promoted Feb 2025; Data Analyst Feb 2022 – Jan 2025
- Build interactive reports in SSRS Report Builder that support decisions across multiple departments.
- Run ad hoc analysis in SQL, Python, and Excel for cross-functional teams.
- Mentor junior analysts and delegate projects to keep delivery on time.
-
2021 – 2022
Treasury Analyst
Plainview Healthcare Partners · Lynbrook, NY
- Managed bank accounts and delivered weekly cash-flow analysis to the CFO and Controller across 18 nursing homes.
- Executed 30+ wire and ACH transfers a day, from thousands to millions of dollars.
- Streamlined invoicing and billing for about 30 entities in Bill.com and Intacct.
- Recovered more than $100K in owed funds through HUD loan agreement review and reimbursement approvals.
-
2015 – 2017
Earlier, in finance
- Investment Banking Summer Analyst Sunrise Securities, 2017
- Sales Intern Fortis Lux Financial of MassMutual, 2016
- Operations Intern E1 Asset Management, 2015
Education
- Yeshiva University, Sy Syms School of BusinessB.S. Finance, minor in Economics, 2019 · GPA 3.5 · NCAA golf and volleyball
- Adkins Matchett & ToyFinancial Modeling and Valuation, summers 2015 and 2016 · DCF, LBO, M&A, trading comparables
- Aish HaTorah, JerusalemTalmudic Law, 2018 – 2020
Toolkit
- AnalysisSQL (window functions, temp tables), Python (pandas), Excel, benchmarking and rate analysis
- Reporting and BISSRS Report Builder, Power BI (bookmarks, field parameters), Excel dashboards
- Data engineeringPython ETL, REST APIs, SQL Server stored procedures, incremental loads, data quality checks
- FinanceFinancial modeling and valuation (DCF, LBO, comps), cash management, cost reporting, Bill.com, Intacct
- LanguagesEnglish, French, Hebrew (basic)