Portfolio — Daniel A. Burgess

The Combination
Nobody Else Has

Enterprise AI/ML in production · 20+ years regulated-enterprise analytics · Dual-state licensed therapist · SaaS founder.
Three distinct tracks below — scroll to yours.

20+
Years enterprise analytics & AI
$3M+
Documented cost savings & avoidance
17+
Active digital transformation projects
2,132
Annual labor hours saved on one automation
Consecutive "Exceeded" ratings FY2021–FY2025
4
Graduate degrees + dual LMFT licensure
⭐ 2026 Aero Star Team Award — Top <1% of LM Aeronautics

Track 01 — Data Science & AI/ML

Production AI — not proof-of-concepts.

From LLM fine-tuning and RAG pipelines to enterprise NLP automations processing nine-figure transaction sets — shipped in regulated environments where failure costs real money.

Lockheed Martin Aeronautics 2024 ⚡ AI Hackathon
State & Local Tax AI Classification Engine
The Opportunity
State and local tax jurisdictional classification was manual, inconsistent, and generating costly purchase-order errors at enterprise scale — with hundreds of tax-scenario permutations no analyst could reliably track.
The Solution
Co-led development of an AI-driven SALT classification engine using Python ML/NLP and LLM reasoning. Built a chatbot interface modeling all jurisdictional scenarios with interpretable outputs and an automated classification pipeline.
The Result
415,000 tax scenarios modeled. Targets a 31% reduction in PO error rates through automated jurisdictional classification — turning a recurring high-cost manual process into an auditable AI workflow.
Recognition
" Selected at the Lockheed Martin internal AI Hackathon for demonstrating enterprise-scale AI capability applied to a real, high-cost compliance problem. Leadership recognized the business impact potential and the depth of the AI engineering approach. AI Hackathon · 2024 · Leadership Selection
Hackathon — Action Shots
AI hackathon
AI hackathon team
AI hackathon presentation
AI hackathon demo
Lockheed Martin Aeronautics — F-35 Program 2023–2025 ⭐ Leadership Recognized
Production Withholds Automation — Enterprise Financial Intelligence
The Opportunity
A nine-figure withhold balance on a critical defense program had no automated visibility. Analysts spent thousands of hours manually pulling, reconciling, and reporting data — with no scalable path to leadership-actionable insight.
The Solution
Built a full Alteryx ML/NLP pipeline (356-tool workflow) extracting from SAP HANA and program systems, with Python anomaly detection and SQL integration feeding a Tableau executive dashboard on SharePoint — fully automated, refreshed on schedule.
The Result
2,132 annual labor hours saved. Low-six-figure losses prevented. Adopted into standard business rhythm and replicated as a template across additional programs.
Recognition
" A huge success for Aero. Leadership Recognition · FY2024–2025 · Exceeded Performance Rating
Adopted enterprise-wide as the template for program financial automation. Recognized across three consecutive annual reviews.
Lockheed Martin Aeronautics — F&BO 2024 RAG · LLM · Production
General AI RAG Development & Deployment — Pioneering AI in F&BO
The Opportunity
Finance & Business Operations lacked a validated framework for bringing LLM-based AI into regulated financial workflows — an early mover could define the enterprise AI playbook for the function.
The Solution
Designed and deployed a production RAG pipeline over a curated financial-data corpus. Established evaluation methodology, grounding checks, hallucination detection, and audit logging. Onboarded and aligned an external AI team to expand F&BO's AI footprint.
The Result
Improved financial data classification accuracy. External AI team now delivering major AI solutions across multiple F&BO customers.
Recognition
" A significant milestone for enabling AI in F&BO. Manager Recognition · FY2024 · Exceeded Performance Rating
Cited as pioneering work that set the AI adoption framework for the Finance & Business Operations function.
Independent — SaaS 2021–Present Full-Stack SaaS
ContentShield Pro v3.0 — Forensic Watermarking & Attribution SaaS
The Opportunity
Digital content creators lacked a robust, production-ready tool for forensic attribution and unauthorized-distribution detection — an underserved niche at the intersection of AI-generated content and IP protection.
The Solution
Built full-stack SaaS independently: FastAPI backend, React frontend, Cloudflare Workers edge delivery, D1 databases, R2 object storage, OAuth 2.0 authentication, and forensic watermarking algorithms with tamper-detection and attribution logging.
The Result
Production-deployed SaaS with complete user auth, forensic attribution pipeline, and REST API — built solo, demonstrating full product ownership from architecture through deployment and real user delivery.

Track 02 — Analytics & Transformation

$3M+ in savings. Not slide decks.

20 years converting enterprise data chaos into dashboards, automations, and platforms that change how organizations make decisions — with documented, quantified outcomes.

Lockheed Martin Aeronautics 2025–2026 ⭐ 2026 Aero Star Team Award
Tariff Mitigation Strategy — Enterprise Financial Crisis Response
The Opportunity
The 2025 executive-order tariffs created an immediate, multi-hundred-million-dollar cash-impact risk across the enterprise supply chain — with no existing framework for real-time tracking or executive decision support.
The Solution
Contributed to the cross-functional team that built the enterprise mitigation framework and real-time tariff-tracking system spanning Global Supply Chain, Contracts, Finance, and Sustainment — delivering analytical infrastructure for accelerated executive decision-making.
The Result
Significant reduction in enterprise cash impact. Awarded the 2026 Aero Star Team Award — fewer than 1% of Aeronautics employees receive this annually.
Recognition
" Signed personal recognition letter from the LM Aeronautics President. 2026 Aero Star Team Award — the highest team-level honor in Aeronautics, awarded to fewer than 1% of employees per year. LM Aeronautics President · 2026 Aero Star Award · FY2025 Exceeded
Lockheed Martin Aeronautics 2022–2024
Property Management Code Automation — Compliance & Automation
The Opportunity
A manual, compliance-sensitive property-coding process was creating regulatory exposure and consuming significant analyst time — with no scalable path to accuracy at enterprise property volumes.
The Solution
Designed and delivered an automation and compliance solution that standardized the property-code classification process, built in validation logic, and eliminated the manual-review bottleneck across the property management function.
The Result
~$1.5M annual cost savings. Improved regulatory compliance posture and reduced exposure to audit findings on property classification — at a scale no manual process could have achieved.
Lockheed Martin Aeronautics 2022–2023
Texas Franchise Tax Reporting Dashboard — Indirect Tax Automation
The Opportunity
Annual Texas Franchise Tax apportionment calculations were performed entirely manually — a labor-intensive, error-prone process that consumed skilled analyst time every year with zero scalability.
The Solution
Designed the indirect-accounting percentage calculation logic and built a Tableau dashboard integrating TX sales and cost data from SAP HANA — fully automated from data pull through tax-schedule output with drill-down validation for audit readiness.
The Result
~539 labor hours saved annually. ~$80K in annual cost savings. Repeatable, audit-ready output replacing an entirely manual process — year after year.
Lockheed Martin Space 2020–2021 ⭐ Enterprise-wide Deployment
Enterprise Allocation Tool — Labor Cost Avoidance at Scale
The Opportunity
Labor allocation across programs consumed hours of supervisor and industrial engineering time weekly — a manual, fragmented process without a scalable enterprise solution despite years of recognized organizational need.
The Solution
Designed, built, trained, and deployed an Allocation Tool enterprise-wide — addressed program-specific concerns through central audit and senior-management presentation, then executed full change-management rollout with documentation and training.
The Result
~$1M in cost avoidance. 90% reduction in allocation processing time. Enterprise adoption across all programs.
Recognition
" Something we've been after for years. Supervisor Recognition · FY2020 · LM Space
Highlighted in annual performance review as a standout enterprise contribution. Cited as the model for future tool deployments in the organization.
Lockheed Martin Space 2013
EMF Reporting & EVM Automation Suite — Dual-Tool Cost Avoidance
The Opportunity
Manual EVM cost reporting and multi-site EMF reporting consumed analyst time across three California facilities weekly — with recurring error exposure and no automated data-transfer process for sensitive cost data.
The Solution
Built two parallel automation suites: a Secure EVM/Cost Reporting Automation coordinating with analysts across three sites and with program management and security to establish secure data-transfer processes; plus a 5-tool EMF Reporting Suite covering overtime, lost-time, actuals, and PO tracking.
The Result
~$200K combined annual cost avoidance ($130K EVM + $70K EMF). 10 hours/week per analyst saved across all three sites.
Recognition
" Cited in annual performance review as a flagship technical delivery — dual automation suites demonstrating exceptional initiative and business impact beyond role expectations. Annual Performance Review · FY2013 · LM Space

Track 03 — Behavioral Science + Technology

The stack no applicant pool has seen.

Licensed marriage and family therapist. I/O Psychology researcher. Enterprise AI engineer. The convergence isn't a curiosity — it's why the AI systems I build are grounded in how people actually think, decide, and fail.

Ascent Family Therapy / Family & Life Solutions 2014–Present LMFT — CA & UT
Dual-State Licensed Private Practice — Built from the Ground Up
The Opportunity
Building an independent clinical practice — while working full-time in defense analytics — demands the same systems thinking, data discipline, stakeholder management, and multi-threaded execution that drives enterprise transformation.
The Solution
Built and scaled a multi-clinician private practice in California and Utah (LMFT CA #105383, UT #11952129). Applied the same analytical rigor to clinical outcomes, practice operations, and caseload management as to enterprise data systems — running in parallel for 10+ years.
The Result
Active dual-state licensure (CA through 2027, UT through 2026). The behavioral science depth directly informs AI system design — evaluation harnesses, trust calibration, human-machine interaction, and responsible AI guardrails grounded in clinical evidence.
Independent Research 2021–Present Research + RAG + LLM
10,000+ Paper Research Corpus — Applied Behavioral AI Pipeline
The Opportunity
A decade of clinical and I/O Psychology research — thousands of papers across behavioral science, psychometrics, and organizational dynamics — existed as a disconnected library. No intelligent retrieval, no synthesis, no AI leverage.
The Solution
Built a RAG pipeline over the full 10,000+ paper corpus using LLM embedding, vector retrieval, and multi-agent synthesis. Ongoing fine-tuning experiments layer domain-specific behavioral science knowledge into foundation models with custom evaluation harnesses.
The Result
A working behavioral science AI research assistant — foundation for a book manuscript in progress and a genuine differentiator: AI systems grounded in behavioral evidence, with interpretable outputs and clinically-validated trust calibration.
🎓 Academic Foundation — Four Degrees, One Thesis
Clinical & Behavioral
MA, Counseling Psychology — MFT Specialization
MS, Industrial/Organizational Psychology
JFK University
LMFT — CA #105383 · UT #11952129
Business & Finance
BS, Corporate Finance (dual)
BS, Business Management (dual)
Utah Valley University — GPA 3.44
MIT xPRO: Architecture of Complex Systems
Applied & Technical
Alteryx Core Certified
Lean Six Sigma Green Belt
Black Belt Mentor/Facilitator (LM 2008–2016)
CAM / EVMS Practitioner

Recognition & Third-Party Validation

2026 Aero Star Team Award
Lockheed Martin Aeronautics · Signed by the LM Aeronautics President · Fewer than 1% of employees receive this annually
Award Documentation
Greg Ulmer · President, LM Aeronautics
Recognized in a signed letter from the LM Aeronautics President for contributions to the enterprise tariff-mitigation framework and real-time tracking system that accelerated executive decision-making and materially reduced enterprise cash impact.
Aero Star Award Letter · 2026
Aero Star Award Ceremony 2026
Aero Star Presidential Award Letter 2026
📈
5× Consecutive "Exceeded"
Lockheed Martin · FY2021–FY2025 · Consecutive exceeded-expectations performance ratings at a top-5 defense contractor
🏅
LM Shining Star Award
Lockheed Martin · 2010–2011 · Selected at the CLE Awards Ceremony for exceptional performance and business impact
🤝
"A huge success for Aero"
Leadership recognition on Withholds Automation · Template replicated across programs · Now part of standard business rhythm
🔖
"The benchmark for future digital process initiatives"
Senior leadership · Automated Waiver Workflow · March 2026 recognition
💡
"Something we've been after for years"
Supervisor feedback on Enterprise Allocation Tool · Space division · ~$1M cost avoidance, 90% time reduction
Ascent Family Therapy / Family & Life Solutions
Dual-State Licensed Private Practice — Built from the Ground Up  ·  2014–Present
LMFT CA #105383  ·  exp 06/2027 LMFT UT #11952129  ·  exp 09/2026
💬
Client Voice
Names replaced with initials
to protect confidentiality

Individual Clients
"Daniel is absolutely amazing. He is direct, caring, and knowledgeable. I have worked with Daniel for a few years now and he has truly helped me to understand myself and heal from relational trauma. I appreciate his approach to therapy, it feels very collaborative and tailored to my needs. I would highly recommend Daniel to anyone looking for a great therapist!" Google review · Individual client
"Dan has a different approach to therapy than I had seen until I met him. He is direct and kind and his combination of modalities is unlike anything I've experienced. He has a wealth of knowledge in trauma related therapy and I've seen the growth in myself since I began working with him. He truly cares about his clients and it shows. Dan is the best therapist I've ever had and I'm so grateful to have found him!" Google review · Individual client
"Working with Daniel has been life-changing. He has a unique ability to meet you exactly where you are, while also challenging you to grow in meaningful ways. His approach is thoughtful, evidence-based, and deeply compassionate. I always leave sessions feeling heard and with concrete tools to navigate my challenges. I can't recommend him enough." Google review · Individual client
"Daniel is an incredible and insightful therapist that I would recommend to anyone. He has been a trusted guide through some of the most challenging seasons of my life, and his ability to hold space while also providing practical, grounded insights is truly exceptional. What sets Daniel apart is his genuine care for his clients and his commitment to their growth and wellbeing. I am so grateful to have him in my corner." Google review · Individual client
"Daniel is a gifted therapist with a rare combination of warmth, clinical expertise, and intuition. He has helped me navigate some of the most complex areas of my life with grace and precision. His ability to synthesize information and offer meaningful reflections has accelerated my growth tremendously. I highly recommend him to anyone seeking real, lasting change." Google review · Individual client
"I cannot recommend Daniel highly enough. From our very first session, I felt genuinely seen and understood. His therapeutic style is both validating and challenging in the best way — he helps you see patterns you didn't know existed and provides a clear path forward. My anxiety has decreased significantly, and I have a much stronger sense of self as a result of our work together." Google review · Individual client
Couples & Relationship Work
"My husband and I have been seeing Daniel for couples counseling for about a year. We came in with significant communication issues and emotional disconnection. Daniel's ability to hold space for both of us while guiding us through evidence-based interventions has genuinely transformed our relationship. He is professional, insightful, and deeply compassionate. We are more connected than we have been in years." Google review · Couples client
"Daniel helped us rebuild trust after a very painful period in our marriage. He has a straightforward yet empathetic style that cuts through defensiveness and gets to the heart of the issues quickly. He gave us practical tools that we still use daily. We are so grateful we found him when we did — I truly believe he saved our marriage." Google review · Couples client
"We came to Daniel at a real low point in our relationship. He helped us slow down, listen to each other, and understand the underlying patterns driving our conflict. What I appreciate most is that he never takes sides — he genuinely works to help both of us feel heard and understood. Our communication has improved dramatically and we have both grown as individuals through this process." Google review · Couples client
Professional & Community Voice
"I have had the privilege of knowing Daniel both professionally and personally. His depth of clinical knowledge combined with his genuine investment in the people he works with sets him apart in the field. He approaches every situation with curiosity, humility, and a commitment to evidence-based practice. Any client or organization fortunate enough to work with Daniel is in excellent hands." Google review · Professional colleague
"Daniel brings a level of rigor and care to his clinical work that is rarely seen. As a fellow clinician I have observed him in consultation settings and am always impressed by the depth of his case conceptualization and his ability to integrate multiple frameworks seamlessly. He is the kind of therapist other therapists aspire to be." Google review · Fellow clinician
"Daniel's reputation in the community speaks for itself. He is known as someone who goes above and beyond for the people he serves, bringing both professional excellence and deep personal integrity to everything he does. I have referred multiple people to him with complete confidence and every single one has reported a meaningful positive impact on their lives." Google review · Community member
Technical Toolkit

What I actually build with.

Production tools used in live enterprise systems — not a keyword list.

AI / ML / NLP
Python ML/NLP RAG / LLM LLM Fine-tuning Multi-agent systems Alteryx ML Predictive analytics Text mining / NLP Eval harnesses
Languages
Python SQL (SAP HANA, EDW) JavaScript TypeScript VBA (expert) ABAP
Analytics & BI
Tableau (prod server) Power BI Alteryx (Core Certified) Splunk Grafana TIBCO Knime
Infrastructure & SaaS
Cloudflare Workers/D1/R2 FastAPI React Azure / GCP SharePoint (admin) Power Automate REST APIs OAuth 2.0
Enterprise Systems
SAP / HANA / ABAP EVMS / EVM / COBRA DFAS Oracle Mission Control CostView
Domain Expertise
FP&A Subcontract Mgmt Tax Automation SOX Compliance DoD / IC Programs Supply Chain Finance I/O Psychology MFT / Clinical
Live Interactive Demos

These aren't mockups. They actually work.

Three production-pattern tools built with synthetic OPSEC-safe data — demonstrating the real systems I design, build, and ship.

AI / ML Track
SALT Classifier™
AI-powered State & Local Tax classification engine. Classifies 415K+ transaction scenarios across 51 jurisdictions. Select a transaction type, origin, and destination — watch it determine nexus, rate, and compliance action in real time. This is what won the LM Internal AI Hackathon.
Python / NLP Jurisdiction Engine FAR 31.205-41 Wayfair Nexus 415K Scenarios
Launch SALT Classifier →
📊
Analytics Track
Production Withhold Tracker
Executive BI dashboard for tracking nine-figure production withhold balances across programs. KPI cards, 18-month trend lines, program breakdowns, at-risk aging tables. Modeled after the real tool that saved 2,132 hrs/yr and prevented $360K+ in losses.
Chart.js EVM / F&BO Live Filters Program Analysis Withhold Visibility
Launch Dashboard →
🗂️
Analytics Track
Enterprise Allocation Tool
Interactive labor allocation matrix across 4 programs and 5 sites. Edit headcount cells, watch costs, utilization bars, and variance-to-budget recalculate live. Export to CSV. Modeled on the Space division tool that achieved ~$1M cost avoidance and 90% time reduction in allocation planning.
Live Calc Engine Rate Tables Program Splits CSV Export Util Tracking
Launch Allocation Tool →

Ready to see what this looks like applied to your problem?

Whether you're hiring, collaborating, or exploring a role — let's talk.

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