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Português
$
USD
Daniel J
@daniel_jansen19
Data Analyst Intern
Estados Unidos
Inglês
Sobre mim
I’m a Financial & Data Analyst experienced in Excel reporting, financial analysis, and business operations. I help businesses turn complex data into clear, actionable insights through dashboards, reporting, budgeting, and data cleanup. I focus on delivering accurate work, fast turnaround times, and solutions that save time and improve decision-making.
What I can help you with:
• Financial Reporting & Analysis
• Excel Dashboards & Automation
• Budgeting & Forecasting
• Data Cleanup & Reconcilliation
• KPI Tracking & Business Insights
Habilidades
Daniel J
offline •
Tempo médio de resposta: 2 horas
Conheça meus serviços
Painéis de dados
I will create personal financial excel dashboards
Experiência profissional
Business Office Administrator (Consulting)
Edward Jones
Jun 2024 - Aug 2024 • 2 mos
Managed daily operations for a top five regional branch, including scheduling, document preparation, client record maintenance, and creating Excel dashboards for business analytics. Provided client services, addressing inquiries, resolving issues, and facilitating communication with the financial advisor. Supported the financial advisor by preparing meeting materials, conducting research, and creating presentations, while job shadowing to gain insights into financial advising strategies and client interactions. Analyzed client portfolios and generated reports to assist in the development of personalized investment strategies
