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daniel_jansen19

Daniel J

@daniel_jansen19

Data Analyst Intern

Estados Unidos
Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
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... Lee más

Habilidades

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daniel_jansen19
Daniel J
desconectado • 
Tiempo medio de respuesta: 2 horas

Revisa mis servicios

Panel de datos
I will create personal financial excel dashboards
DeUSD 25 / proyectoMás información

Experiencia laboral

Edward_Jones

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