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Financial Planning

$5/hr Starting at $25

Certified Public AccountChartered Financial AnalystProject ManafementMicrosoft Office ProficientPublic SpeakingDevelopment of presentation materials My background is in accounting where I worked as an external auditor with one of the big 3 accounting firms and also as an internal auditor. I earned my CPA designation in 1997. After a switch into banking, I worked in the finance field as a product controller where I was reponsible for budgeting and forecasting of several business units within the bank. I then worked in compliance in the fixed income group where I was responsible for the internal controls and investment guidelines of client portfolios. After pursuing my CFA designation, I became a product specialist in international fixed income where I work directly with portolio managers on client portfolios. I also have experience in bookeeping and taxes. My entire career has been focused on finance, including budgeting, forecasting, auditing, compliance, mutual funds, fixed

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$5/hr Ongoing

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Certified Public AccountChartered Financial AnalystProject ManafementMicrosoft Office ProficientPublic SpeakingDevelopment of presentation materials My background is in accounting where I worked as an external auditor with one of the big 3 accounting firms and also as an internal auditor. I earned my CPA designation in 1997. After a switch into banking, I worked in the finance field as a product controller where I was reponsible for budgeting and forecasting of several business units within the bank. I then worked in compliance in the fixed income group where I was responsible for the internal controls and investment guidelines of client portfolios. After pursuing my CFA designation, I became a product specialist in international fixed income where I work directly with portolio managers on client portfolios. I also have experience in bookeeping and taxes. My entire career has been focused on finance, including budgeting, forecasting, auditing, compliance, mutual funds, fixed

Skills & Expertise

AccountingBudgetingChartered Financial AnalystForecastingInternal AuditingManagementMicrosoftPublic Speaking

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