Xiaobing (Peter) Shang

CDFM · MBA

Federal Financial Manager · Data Scientist · Agentic AI Specialist · Digital Transformer

Senior federal financial professional with 15+ years of experience in financial management combiningAI/ML, data science, and full-stack development to build production systems at the intersection of policy and technology.

Data Science, M.S.Cybersecurity, M.S.Cyber Forensics, M.S.IBM Data ScienceAgentic AI

Professional Summary

Senior Federal Financial Management professional specializing in financial management, budgeting, enterprise analytics, and internal controls. Extensive CFO-level advisory experience supporting $300B+ portfolios. Expertise spans financial governance, reconciliation, cost modeling, risk analysis, technology adoption, and systems modernization.

Core Competencies

Federal Financial Management & Governance

Financial Reporting & Compliance Oversight

Budget Formulation & Execution Strategy

Payroll & Workforce Cost Modeling

Financial Systems & GL Integration

Contract Oversight (COR)

Congressional & OMB Financial Reporting

Advanced Data Analytics & Dashboards

Financial Statement & Ratio Analysis

Capital Budgeting & DCF Analysis

Quantitative Modeling & Forecasting

Professional Experience

Portfolio Manager - Analytics & Reconciliation

Office of the Secretary of Defense (Comptroller), Department of Defense
Pentagon, DC | GS-0560-15

08/2023 – Present

Lead enterprise financial analytics portfolio supporting senior leadership. Oversee multidisciplinary team delivering CFO decision-support tools using ADVANA platform.

  • Directed integration of 20 general ledgers into centralized execution reporting covering $338B in obligations/expenditures and $200B in accounts receivable, payable, revenue, expenses
  • Developed Department-wide Spend Plan Module aligning planned funding with execution outcomes
  • Designed payroll and workforce liability forecasting models
  • Established financial governance metrics and reconciliation controls improving audit traceability
  • Provide executive-level variance, trend, and risk analysis for senior leadership decision-making

Senior Budget Analyst

Office of the Secretary of Defense (Comptroller), Department of Defense
Pentagon, DC | GS-0560-15

08/2020 – 08/2023
  • Managed formulation and execution review for major defense portfolios
  • Reviewed 40+ Budget Justifications; issued 50+ Program Budget Decisions; identified $2B+ realignments
  • Conducted financial trend and variance analysis; responded to OMB and Congressional inquiries
  • Automated financial databases improving reporting speed and reconciliation accuracy

Financial Systems Analyst / Budget Analyst

Department of Defense – Office of Inspector General
Alexandria, VA | GS-13/14

09/2017 – 08/2020
  • Built automated spend plan forecasting and financial risk assessment models
  • Reconciled 700K+ transactions resolving $10M abnormal balances
  • Performed COR duties overseeing contract cost, schedule, and performance compliance
  • Conducted internal control reviews and authored financial management procedures

Budget Analyst / Resource Manager / Program Analyst

U.S. Army (Multiple Commands)
Redstone Arsenal, AL | Germany | Korea | GS-11/12

2010 – 2017
  • Managed $45M payroll program for 500+ personnel; reduced payroll excess by 20%
  • Managed financial operation, internal control, GPC program and 1,100 individual GTC accounts; reduced GTC delinquency rate by 40%
  • Executed funds in GFEBS (SAP-based ERP) and conducted UMD/ULO reconciliations
  • Applied Earned Value Management to monitor acquisition cost, schedule, and performance

IT & Data Science

Analytics & Data

Python (Pandas, NumPy), SQL, R, Advanced Excel (VBA), Tableau, Power BI, Qlik, Databricks, Amazon S3, Financial Data Modeling, ETL Automation, Dashboard Development, Data Visualization, Statistical & Predictive Analysis

Technology & Systems

Next.js 15, React 19, TypeScript, Prisma ORM, PostgreSQL, NextAuth v5, Gemini 2.5 AI, Vercel, GitHub Actions · Machine Learning, Agentic AI, RAG, LLM Prompting · Financial Systems Integration, Cloud Computing (AWS), Data Engineering & Automation, Cybersecurity & System Controls, Full-Stack Development

Education

Master of Data Science

Saint Peter's University

2025

M.S. Digital Forensics & Cyber Investigation

University of Maryland Global Campus

2023

M.S. Cybersecurity Technology

University of Maryland Global Campus

2022

MBA

University of Phoenix

2009

B.S. Accounting

University of Maryland University College

2010

Training & Certifications

Certified Defense Financial Manager (CDFM)

DoD Financial Management Level III

IBM Data Science Professional Certificate

DAWIA Financial Management Level II (Acquisition)

George Washington University Data Analytics Boot Camp

5-Day AI Agents Intensive Course with Google

Palantir: Foundry & AIP Builder Foundations

Palantir: Deep Dive: Creating Your First Ontology

Palantir: Speedrun: Data Science Fundamentals

Palantir: Speedrun: Your First AIP Workflow

Portfolio & Projects

Real-world applications in federal financial management, AI engineering, and data science.

Featured Project

MyThing — Personal Knowledge Platform

shangthing.vercel.app · Full-stack AI-powered web application

A production-grade personal knowledge management system built entirely from scratch — 102 files, 6,300+ lines of TypeScript. Features 4 specialized AI agents (Portfolio, Tech Trends, DoD Policy, Notes), automated tech news aggregation with GitHub Actions, AI-analyzed daily journaling, federal finance Q&A, and full portfolio showcase. Architected, designed, and deployed end-to-end with Groq fallback for enhanced reliability.

Gemini 2.5 AI

AI chat agent with Peter's full context, live search, and RAG over personal notes

Tech News Feed

Automated Python scraper with GitHub Actions ingesting RSS feeds daily via AI summaries

Daily Notes + AI

Personal journal with AI analysis — headline, key ideas, action items, sentiment, themes

NextAuth v5 Auth

Google OAuth + passphrase login with private/public route middleware protection

Fed Finance Q&A

AI knowledge base over federal financial regulations, OMB circulars, DoD policy

Full-Stack Platform

Next.js 15, React 19, Prisma ORM, Neon PostgreSQL, Vercel Edge deployment

Tech Stack

Next.js 15React 19TypeScriptTailwind CSSPrisma ORMNeon PostgreSQLNextAuth v5Gemini 2.5 AIGroqVercelGitHub ActionsPythonNodemailerFramer MotionRechartsZustandZod
Featured Project
🧠

ML AI Knowledge Hub

mlaithing.vercel.app · Interactive machine learning reference platform

Comprehensive machine learning reference platform featuring 8+ production-ready algorithms with complete implementations, evaluation metrics comparison frameworks, clustering techniques (K-Means, GMM), and enterprise AI agents architecture guidance. Every algorithm includes real-world DoD/federal use cases, advantages/disadvantages analysis, and working Python examples with scikit-learn. Built to demonstrate ML systems engineering expertise and enterprise deployment readiness.

8+ ML Algorithms

Production-ready implementations: Logistic Regression, SVM, Random Forest, SGD, KNN, Naive Bayes, K-Means, GMM

Evaluation Metrics

Comprehensive guide: Accuracy, Precision, Recall, F1-Score, AUC-ROC, Confusion Matrix analysis

Clustering Techniques

K-Means and Gaussian Mixture Models with real-world DoD/federal use cases

AI Agents Framework

Production architecture with ReAct pattern, tool calling, and agentic workflow design

Working Examples

Complete Python implementations with scikit-learn, evaluation code, and best practices

Interactive Design

Next.js 15, React 19, responsive UI with code highlighting and algorithm comparisons

Tech Stack

Next.js 15React 19TypeScriptTailwind CSSPythonscikit-learnPandasNumPyML AlgorithmsClusteringEvaluation MetricsFramer MotionVercel
Featured Project
🔷

PalantirLearning — Expert Knowledge Platform

palantirlearning.vercel.app · Self-evolving full-stack knowledge platform

Self-evolving full-stack knowledge platform with Gemini 2.5 AI assistant featuring live Google Search grounding across 11 comprehensive sections covering Foundry, Ontology, AIP, Apollo, and more. Implements Neon PostgreSQL with Prisma ORM for persistent storage, automated Python 3.12 web scraping pipelines via GitHub Actions for daily Palantir news aggregation, and AI-generated executive intelligence briefings with structured geopolitical and contract signal analysis. Demonstrates production LLM integration and scalable content intelligence architecture.

11 Platform Sections

Foundry, Ontology, AIP, Apollo, Pipeline Builder, Workshop, Quiver, Slate, Code Repositories, Contour, Monocle

Gemini 2.5 AI + Search

Agentic AI assistant with live Google Search grounding across all platform documentation

Automated News Scraping

Python 3.12 web scraping pipelines via GitHub Actions for daily Palantir news aggregation

AI Executive Briefings

Structured geopolitical and contract signal analysis with automated intelligence summaries

Persistent Storage

Neon PostgreSQL with Prisma ORM for notes, knowledge pages, and learning progress

Self-Evolving Platform

Continuously updated knowledge base with AI-driven content organization and discovery

Tech Stack

Next.js 15React 19TypeScriptTailwind CSSNeon PostgreSQLPrisma ORMGemini 2.5 AIPython 3.12GitHub ActionsWeb ScrapingVercelFramer MotionLucide Icons
Featured Project
🛡️

AIGov Platform — AI Governance Intelligence

aimlgov.vercel.app · Full-stack AI-powered governance platform

A production-grade AI governance intelligence platform built entirely from scratch — 12 serverless API functions, real-time news aggregation from 25+ sources, and multi-agent AI analysis. Features RAG-powered document Q&A, persistent PDF storage on Vercel CDN, automated GitHub Actions pipelines, and a 3-model AI chain (Gemini 2.5 Flash · Llama 3.3 70B · Groq) for reliability. Architected, designed, and deployed end-to-end on Vercel + Neon PostgreSQL with pgvector semantic search.

Multi-Agent AI Console

Specialized governance agents for risk analysis, compliance briefing, and policy research with structured reports

Live News Intelligence

Automated scraping of 25+ sources — NIST, EU Digital, FTC, Anthropic, arXiv — every 6h via GitHub Actions

PDF Notes & Knowledge Base

Upload governance documents, auto-extract text, generate AI summaries and visual aids, store on Vercel CDN

RAG-Powered Assistant

Retrieval-augmented AI chat over your document library with pgvector semantic search and citation context

AI Visual Aid Generator

Converts governance documents into risk matrices, timelines, process flows, and framework diagrams via SVG

3-Model AI Fallback Chain

Gemini 2.5 Flash → Llama 3.3 70B → Llama 3.1 8B with automatic failover for 99%+ uptime reliability

Tech Stack

React 18ViteVercel ServerlessNeon PostgreSQLpgvectorGemini 2.5 FlashGroq / Llama 3.3GitHub ActionsVercel BlobNode.jsRSS / AtomSVG Generation
Featured Project
📊

Budget Matter — Federal Financial Analytics Portfolio

budgetmatter.github.io · DoD/Federal analytics showcase

Comprehensive federal financial transformation portfolio showcasing data-driven solutions for DoD budget execution, reconciliation automation, and enterprise analytics. Features interactive Tableau dashboards for federal spending analysis, Python-powered Excel automation tools, VBA-driven scenario modeling for $200M+ programs, and machine learning applications for workforce forecasting. Demonstrates cross-domain expertise in PPBE modernization, audit readiness (FIAR), CFO Act compliance, and full-stack data engineering for defense financial management.

Budget Execution Dashboards

Interactive Tableau visualizations tracking $338B DoD obligations, expenditures, and variance analysis across 20 general ledgers

Spend Plan Modeling

Scenario-driven Excel/VBA tools for self-balancing budget execution with real-time forecasting and risk assessment

Python Automation Suite

ETL pipelines combining Excel workbooks, data reconciliation scripts, and automated financial report generation

ML Workforce Analytics

Machine learning models for payroll forecasting, manpower planning, and retention analysis using scikit-learn

Audit & Compliance Tools

FIAR-ready reconciliation controls, abnormal balance detection ($10M+ identified), and CFO Act reporting automation

Federal Spending Analysis

Multi-year trend analysis, Congressional budget tracking, and OMB A-11 compliance visualizations with D3.js

Tech Stack

TableauPythonPandasNumPyVBAExcelJavaScriptD3.jsLeaflet.jsHTML/CSSBootstrapSQLMySQLMongoDBscikit-learnGitHub PagesETL PipelinesData Visualization

Federal Financial Management

Budget Spend Plan Model

Scenario-driven self-balance tool to plan and monitor Federal budget execution. Enables financial managers to create multiple scenarios and track real-time execution.

ExcelVBAFinancial Modeling

Federal Spending Dashboard

Interactive Tableau dashboard tracking federal budget and spending across agencies. Provides visual insights into budget allocation and execution trends.

TableauData VisualizationFederal Budget

Budget Execution Tracker

Tableau-based dashboard to track and compare budget execution across fiscal years. Identifies variance patterns and execution efficiency.

TableauAnalyticsOMB Reporting

Excel VBA Automation Tools

Suite of VBA tools for data comparison, mining, and analysis. Streamlines repetitive financial management tasks.

VBAExcelAutomation

Data Science & Analytics

ML AI Knowledge Hub

NEW

Comprehensive machine learning reference with 8+ algorithms (Logistic Regression, SVM, Random Forest, SGD, KNN, Naive Bayes, K-Means, GMM), evaluation metrics, clustering techniques, and production AI agents framework. Real-world DoD/federal use cases.

Next.js 15TypeScriptMLAI AgentsGemini 2.5

Python Excel Automation Suite

Automated tools to combine Excel workbooks, compare data changes, and perform large-scale data transformations for financial reporting.

PythonPandasAutomation

Machine Learning Analysis

Applied Python machine learning algorithms to analyze and explore happiness metrics. Includes regression analysis and predictive modeling.

PythonScikit-learnML

Federal Employment Analytics

Comprehensive analysis of FY 2018 federal employment data including salary trends, agency comparisons, and workforce demographics.

TableauPublic DataAnalytics

SQL & Python Data Pipeline

Integrated SQL database queries with Python for automated data extraction, transformation, and visualization workflows.

SQLPythonETL

Interactive Data Visualization

Built interactive dashboards using Python, JavaScript D3, and Leaflet for geographic and temporal data exploration.

D3.jsPythonLeaflet

COVID-19 Tracking Dashboard

Real-time Tableau dashboard visualizing COVID-19 spread patterns and trends over time with interactive filtering.

TableauPublic HealthReal-time Data

Tableau Citi Bike Analysis

Analyzed NYC Citi Bike Share Program usage patterns, identifying peak hours, popular routes, and seasonal trends.

TableauUrban AnalyticsBig Data

Text Sentiment Analysis

Python-based natural language processing tool performing sentiment analysis on large text datasets.

PythonNLPSentiment Analysis

Get In Touch

Have a question or want to work together? Send me a message and I'll get back to you as soon as possible.