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Personal Finance Assistant
Self Employed • Freelance
May 2025 - Present • 1 yr 2 mos
Managed budgeting, financial planning, and expense control. Tracked cash flow and maintained accurate financial records. Planned short-term and long-term financial goals. Analyzed spending patterns and prepared financial reports. Utilized Excel for budgeting, forecasting, and financial data analysis. Identified opportunities for cost optimization and improved financial efficiency.