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Skills

  • Analytics
  • Data Management
  • Review Writing
  • Business Planning
  • Data Analysis
  • Data Entry
  • Financial Analysis
  • Financial Planning
  • Graphs
  • Layout Design
  • Microsoft Excel
  • Modeling
  • Personal Assistant
  • Planning
  • Process Design

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Services

  • Financial Analysis

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    For your business, personal finances, or investments. This can involve Excel modeling, compiling presentations, graphing/charting, business plans, etc.

    AnalyticsBusiness PlanningFinancial AnalysisFinancial PlanningGraphs
  • Data Analysis

    $15/hr Starting at $25 Ongoing

    Dedicated Resource

    This can include reviewing and/or scrubbing large data sets using various platforms, transforming data sets for further analysis, or simply helping to re-format data sets so they are more reader-friendly...

    AnalyticsData AnalysisData ManagementLayout DesignReview Writing
  • Data Input / Recordkeeping

    $15/hr Starting at $25 Ongoing

    Dedicated Resource

    Transcribe information and input data records as necessary to facilitate operational needs and increase efficiency

    Data EntryData ManagementTranscription
  • Process Analysis / Optimization

    $15/hr Starting at $25 Ongoing

    Dedicated Resource

    Analysis and review of procedural documents to aid in quality control and operational efficiency. I am also able to engage in discussions to optimize currently onerous processes to leverage resources...

    AnalyticsProcess DesignReview WritingSEO

About

A business professional eager to aid your organization in it's pursuit of excellence!

I am a Pittsburgh-born, Big-Ten graduate who has been a New York transplant for approximately 4 years.

I currently work in the finance spectrum for an institutional asset manager, for whom I perform investment, trading, operational and business function analysis on multiple levels. I have experience utilizing all Microsoft Office suite products (especially Excel), Bloomberg, several Fintech vendor platforms and am familiar with SQL programming language. My day-to-day includes extensive excel modeling, reporting and analysis, in addition to writing project proposals/plan documents for the various business functions in which I interact. I am currently engaged in completing the CFA curriculum, having passed two of the three exams.

In my spare time I enjoy playing ice hockey, walking my Golden Retriever (Charlie) and exploring New York City’s seemingly endless food scene.

I am excited to enhance my industry knowledge, and to enhance my suite of expertise by applying the various skills I have attained to incrementally strategic endeavors. I look forward to helping you achieve your business’s goals, and to learning new disciplines along the way.

Work Terms

Flexible Hours - Am willing to do nights/weekends; I live on the east coast (EST).

My payment terms are flexible, so please feel free to send me a quote if you are interested and we can take it from there.