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Skills

  • Analytics
  • Data Management
  • Programming
  • Compliance Consulting
  • CRM
  • Data Entry
  • Financial Analysis
  • Financial Planning
  • Financial Securities
  • Management
  • Microsoft
  • Microsoft Access
  • Microsoft Excel
  • Oracle Development
  • Relationship Management

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Services

  • Data Entry

    $15/hr Starting at $25 Ongoing

    Dedicated Resource

    Previous experience in various roles compiling data into customer relationship management programs including: Microsoft Excel, Microsoft Access, Oracle MARS, Salesforce

    CRMData EntryData ManagementManagementMicrosoft

  • Investment Research

    $15/hr Starting at $25 Ongoing

    Dedicated Resource

    Experience in providing all relevant financial and investment analysis for specific stocks/industries using various tools and programs for purpose of gathering information relevant to potential purchases...

    AnalyticsFinancial AnalysisFinancial PlanningFinancial SecuritiesProgramming

  • Compliance Analyst

    $15/hr Starting at $25 Ongoing

    Dedicated Resource

    Previous experience and success in reconciling and filing all pertinent data and paperwork for purposes of completing any audit or internal review.

    AnalyticsCompliance ConsultingData ManagementReview WritingTax Filing

About

I am a financial professional dedicated to helping businesses improve efficiency within their organization. I'm energized by new challenges and willing to work remotely or traditionally.

I am a formerly licensed financial adviser that has transitioned into the analysis side, including credit review, P/L statements/balance sheet analysis. I also have 4+ years of customer service experience and consider myself proficient in building relationships with new or existing clientele.

I am open to new areas of the business world, including data entry, HR, etc. Please reach out to discuss if I can be of service to you and your company.

Work Terms

Open availability during weekdays. Minimum 15 hours a week up to a maximum of 40 a week. Open to remote work or traditional office setting.