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Professional
Work

This section contains professional case studies, reporting samples, and program work. Some content is confidential — access is by invitation.

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Don't have access?
castellettirachel@gmail.com — I'd love to connect.

Current Role

Independent Consultant

Focus

Program Management · Data Systems · Creative Technology

Based In

Edmonton, AB — Treaty 6 Territory

Availability

Open to contract & full-time opportunities

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PERSONAL BUILD 2026 · ACTIVELY DEVELOPED

Vesper — Newsletter Intelligence Engine

A personal productivity tool that pulls newsletters from Gmail, summarises them via the Anthropic API, and outputs structured digests formatted for NotebookLM's two-host podcast feature. Includes Ember, a rule-based email triage engine with AI-assisted classification for ambiguous messages. Designed, built, and used daily.

End-to-end design from concept to daily personal use — built in a single session
Real-time streaming UI with a custom dark liminal aesthetic
Hybrid triage system: 8-rule chain with Claude Haiku fallback for edge cases
API cost optimised to under $1/month at daily use
< $1
Monthly API cost
3
Digest templates
8
Triage rules
Python Flask Gmail API Anthropic API Prompt Engineering UI Design
DATA SYSTEMS 2025 · AIIC

Quarterly Funding Performance Reporting

Designed and built a multi-variable Excel reporting system consolidating five lending programs into a single dashboard — with year-over-year analysis, automated calculations, and audit-ready quarterly outputs for a multi-million-dollar Indigenous loan portfolio.

Consolidated SEAP, Term Loans, WELF, IWE, and IYE programs into one reporting tool
Saved 4–6 hours monthly by eliminating manual data compilation and formatting
Built automated rollups from quarterly data tabs to a year-to-date dashboard
Included delinquency rate calculations, unique client counting, and error-handled percentage change formulas
5
Programs consolidated
4–6 hrs
Saved monthly
100%
Audit-ready
Excel Advanced Formulas Data Validation Dashboard Design Financial Reporting
PROGRAM MANAGEMENT 2017–2021 · APEETOGOSAN

Métis Entrepreneur Assistance Program

Sole administrator of a federally-funded grant program supporting Métis entrepreneurs across Western Canada — managing the full lifecycle from application intake through disbursement, compliance reporting, and stakeholder coordination over five years.

Administered ~$1.4M in annual funding with zero compliance issues across all reporting periods
Processed close to $10M in total federal funding over the program's lifetime
Built reporting frameworks from scratch for monthly, quarterly, and annual Government of Canada deliverables
Reviewed hundreds of applications against federal eligibility criteria, including business plans and financials
Supervised and mentored a junior team member on task execution and program processes
~$10M
Total funding managed
5 yrs
Zero compliance issues
100%
Federal compliance
Federal Grant Admin Compliance Reporting Application Review Stakeholder Relations Process Design
DATA SYSTEMS 2025

Financial Data Reconciliation

Conducted a self-initiated reconciliation of a lending portfolio within a loan management system — cross-referencing reported balances against source records to identify systematic data entry discrepancies, and delivering documented findings to Finance ahead of year-end audit.

Identified significant portfolio overstatement through line-by-line variance analysis
Flagged discrepancies across nearly half of the active term loan portfolio before external audit
Produced detailed variance documentation enabling Finance to action corrections
Supported implementation of credit bureau reporting integration for ongoing portfolio compliance
Financial Analysis Data Reconciliation Variance Analysis Compliance Quality Assurance
DATA SYSTEMS 2025 · AIIC

SEAP Client & Cash Tracking System

Replaced manual tracking methods for the Status Entrepreneur Assistance Program with a structured Excel system — managing the full application lifecycle from intake through disbursement, with automated balance calculations and status workflow tracking.

Built comprehensive client tracking with file numbers, project types, funding amounts, and status fields
Designed a status workflow pipeline: Pending → Screened-In → Approved → Disbursed
Automated remaining balance calculations and fund allocation tracking
Created a SEAP Stats reporting tab with summary tables for leadership review
Wrote a 4-page user guide covering data entry, status updates, and common mistakes
Excel Pivot Tables Process Design User Documentation Data Validation

These are representative samples. More detailed case studies, reporting artefacts, and process documentation are available on request — including work I can't publish publicly due to confidentiality.

Download résumé → Get in touch →