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daniel_jansen19

Daniel J

@daniel_jansen19

Data Analyst Intern

Verenigde Staten
Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
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... Lees meer

Skills

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daniel_jansen19
Daniel J
offline • 
Gemiddelde reactietijd: 2 uur

Bekijk mijn diensten

Data dashboards
I will create personal financial excel dashboards

Werkervaring

Edward_Jones

Business Office Administrator (Consulting)

Edward Jones

Jun 2024 - Aug 20242 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