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CurvedSpace Investment Services

Wilson Cruz

Treasury & Financial Operations Professional

Client Services | Project Management | AI Workflow Automation

Helping organizations improve financial operations, client service, project execution, and business processes through financial expertise and practical automation.

Explore My ExperienceDownload ResumeView My Projects
Wilson Cruz, treasury and financial operations professional

Treasury • Financial Operations • Client Services • AI Workflows

Financial Expertise Meets Modern Operations

Treasury • Client Services • Project Management • AI Workflow Automation

I'm a financial operations professional with extensive experience across treasury, cash management, investor and client services, project coordination, financial analysis, and business operations. My career has included private lending, higher education, payment processing, and treasury operations.

I specialize in turning complex financial and operational processes into practical, scalable systems. My experience includes managing cash-flow forecasting for a $75MM warehouse facility, improving banking and treasury processes, supporting investors and clients, coordinating multi-million-dollar programs and grants, and developing reporting and workflow automation.

Today, I combine that operational experience with advanced Excel, SQL, Python, Power BI, Tableau, and AI-assisted tools to improve reporting, automate repetitive work, and help organizations operate more efficiently.

  • 20+

    Years of Financial & Operations Experience

  • $75MM

    Warehouse Facility Forecasting

  • 17%

    Banking Cost Reduction

  • 12 Hrs/Month

    Saved Through Automation

What I Bring to an Organization

Financial expertise, client service, project execution, and practical automation.

  • Treasury & Financial Operations

    • Cash-Flow Forecasting & Liquidity
    • Banking & Cash Management
    • Financial Analysis & Reporting
    • Controls & Risk Management
    • Process Improvement

  • Client Services & Project Management

    • Client & Investor Onboarding
    • Stakeholder Communications
    • Project Coordination
    • Grant & Program Administration
    • CRM & Systems Implementation

  • AI & Workflow Automation

    • Financial Workflow Automation
    • Reporting Automation
    • AI-Assisted Business Processes
    • Custom Financial Analytics
    • Process Optimization

Professional Experience

Select a role to view highlights across treasury, client services, project coordination, and operations.

    • Provide fractional treasury, financial operations, investor services, and workflow automation support to private lenders and growing organizations.
    • Develop cash-flow forecasts, liquidity models, financial dashboards, and scenario analyses to support business decisions.
    • Improve banking relationships, cash-management processes, controls, reporting, and financial workflows.
    • Provide investor onboarding, communications, distribution reporting, and private-fund reconciliation support.
    • Build and automate financial workflows using advanced Excel, SQL, Python, Power BI, Tableau, and AI-assisted tools.
    • Identify inefficient manual processes and develop practical automation and reporting solutions.
    • Manage client engagements, project priorities, deliverables, and stakeholder communication.
    • Develop new business through client outreach, referrals, and relationship building.

Selected Results

Documented outcomes from treasury, banking, operations, and process improvement work.

  • $75MM

    Warehouse Facility Forecasting

  • 17%

    Banking Costs Reduced

  • 12 Hrs/Month

    Reporting Time Saved

  • 15%

    ACH Misroutes Reduced

  • 33%

    Inbound Calls Reduced

  • $45K

    Early-Payment Discounts Captured

Selected Websites & Web Apps

A selection of websites and applications I've created to support business operations, improve user experiences, and turn ideas into practical tools.

  • Wil's Home Works homepage with the handyman services headline and appointment buttons

    Website

    Live

    Wil's Home Works

    A handyman appointment scheduler for homeowners who need help with household projects.

    My role: Built the entire website with AI-assisted development.

    • Appointment request messaging
    • Contact card
    • Photos and services content
    • TypeScript
    • CSS
    • JavaScript
    Visit Website (opens in a new tab)
  • CurvedSpace Investment Services homepage with the treasury services headline and consultation button

    Website

    Live

    CurvedSpace Investment Services

    A business website for CurvedSpace Investment Services.

    My role: Built the entire site with AI-assisted development.

    • Scheduler
    • Services content
    • About page
    • TypeScript
    • CSS
    • HTML
    • JavaScript
    Visit Website (opens in a new tab)
  • ScanRename web app with a drag-and-drop area for renaming files

    Web App

    Live

    ScanRename

    An AI-assisted app that renames files.

    My role: Built full stack with AI assistance.

    • Drag and drop
    • Multiple files
    • Rename options
    • JavaScript
    • HTML
    • CSS
    Open App (opens in a new tab)
  • Sonoma Floorball Club homepage with the club logo and join buttons

    Website

    Live / In Development

    Sonoma Floorball Club

    A website for a local sports club.

    My role: Built the entire site with AI-assisted development.

    • Schedule
    • Login
    • Videos
    • HTML
    • CSS
    • JavaScript
    Visit Website (opens in a new tab)
  • Loan Code Lookup app showing searchable real estate loan processing codes

    Web App

    Live

    Loan Code Lookup

    A web app for looking up real estate loan codes.

    My role: Built full stack with AI assistance.

    • Library of 2,891 codes
    • Code descriptions
    • AI assist
    • HTML
    • CSS
    • JavaScript
    • Python
    Open App (opens in a new tab)
  • Loan Processing AI app showing loan details fields and document tools

    Web App

    Live

    Loan Processing AI

    A web app that aids mortgage loan processors.

    My role: Built full stack with AI assistance.

    • Load loan documents
    • Save to browser or file
    • Document type dropdown
    • HTML
    • CSS
    • JavaScript
    Open App (opens in a new tab)

Core Competencies & Technical Skills

Core Competencies

  • Financial Operations & Treasury

    • Cash Flow Forecasting & Liquidity
    • Treasury & Cash Management
    • Financial Analysis & Reporting
    • Banking Operations
    • Risk & Controls

  • Client & Project Operations

    • Client & Investor Services
    • Project Coordination
    • Stakeholder Management
    • Grant Administration
    • Process Improvement
    • CRM & Systems Implementation

  • AI & Automation

    • Workflow Automation
    • AI-Assisted Business Processes
    • Reporting Automation
    • Data Analysis & Dashboards

Technical Skills

Treasury & Finance

  • Bloomberg Terminal
  • Treasury Management Systems
  • Financial Analytics & Reporting
  • QuickBooks
  • Asana

Data & Automation

  • Advanced Excel (PivotTables, XLOOKUP, Macros)
  • Python
  • SQL
  • Recurring Reporting Workflows
  • Power BI
  • Tableau

AI & Workflow Tools

  • Cursor
  • Claude Code & Cowork
  • Vercel
  • GitHub
  • Neon
  • Railway
  • Resend
  • Supabase
  • Formspree
  • Serper

Platforms

  • Salesforce
  • HubSpot
  • Microsoft Office
  • Adobe Creative Suite
  • Juniper Square

Let's Connect

I'm open to full-time opportunities, project-based work, and consulting engagements across financial operations, treasury, client services, project management, and workflow automation.

Download Resume

LinkedIn: linkedin.com/in/thehappyanalyst

Contact Me

For roles, projects, or consulting inquiries.