E.Vance Kubiak

Strategic operational leader with 16+ years of experience in financial management and operational strategy, complemented by 3+ years of intensive, hands-on experience in full-stack AI development. Formally credentialed via the Google AI Professional Certificate, specializing in integrating generative AI frameworks, no-code app building, and advanced data analytics to automate workflows, optimize productivity, and scale business operations. Proven track record of architecting local-first AI stacks, managing complex CRM environments, and optimizing operational workflows.

Seeking remote opportunities in AI Solutions, Technical Operations, or Product Engineering where deep domain knowledge in financial strategy and hands-on builder technical skills create a competitive advantage.

Strategic Financial Consultant & AI Systems Architect at Evance, LLC (2023-01 – Present)

• Engineered custom multi-agent productivity systems and no-code business applications using core principles from Google AI Professional Certificate training to streamline content creation and writing workflows.
• Leveraged advanced generative AI models to conduct deep-dive market research and automated data analysis, generating actionable business insights while optimizing internal operational efficiency.
• Architected and deployed a private AI stack on a dedicated Linux-based mini PC; utilized Ollama for inference, Qdrant for vector search, and n8n for workflow orchestration to support always-on automation.
• Integrated VS Code/Cline and AI coding assistants to support iterative development, creating autonomous workflows for content creation and business process optimization.
• Designed proprietary SaaS dashboards using Python and Streamlit; integrated multi-source API data, including Yahoo Finance, SEC EDGAR, and FRED, into unified, data-driven research terminals.
• Migrated cloud-dependent LLM operations to a secure, hybrid local stack, reducing variable API overhead while maintaining high performance and data privacy.

Regional Managing Partner at SaaS Business Credit Platform (J. Galt) (2023-01 – 2024-12)

• Directed regional sales operations and implemented data-driven prospecting workflows that shortened the B2B sales cycle.
• Constructed ROI and payback models to demonstrate SaaS subscription value to C-suite stakeholders, improving close rates and average contract values.
• Automated outreach and pipeline management within Salesforce and GoHighLevel, increasing lead conversion efficiency.

Financial Consultant & Operations Lead at Independent Practice (2007-01 – 2023-12)

• Led firm-wide digital migration, replacing fragmented manual workflows with a centralized Salesforce CRM environment to enhance data integrity, reporting speed, and pipeline visibility.
• Managed a $150M+ sales pipeline, tracking deal stages, probability metrics, and recurring fee revenue to optimize business health.
• Managed day-to-day business operations, including resource allocation, marketing campaigns, and client lifecycle management for a high-asset client base.
• Conducted ongoing variance and scenario analysis using large datasets; adjusted business strategies based on market shifts and risk profiles.

Bachelor of Science in Business Administration, Marketing Concentration – State University of New York at Buffalo (2007-01)

Paralegal Certificate (2007-01)