With a solid foundation in maintaining financial databases and a knack for conducting meticulous research, I bring 10 years of expertise to the table. My journey has been marked by a commitment to accuracy, integrity, and continuous improvement in financial processes.
• Industry Research (Company information such as the company's general information, industry, executives, and financial transactions)
• Equity Capital Market Transactions Database Management
• M&A deals summarizing
• Content Quality Specialist
• Financial Research/Investment Research (Public & Private companies, Startups, Private Equity/Venture Capital)
• Presentation/deck creation (Google Slides, PowerPoint)
• Industry Report
• Project administration (e.g. setting up project folders and workspaces)
• Company categorization
• Managing outreach process to schedule calls
• Online Research
• Data gathering and data entry
• Data analysis and management of financial data
• Creating reports through MS Excel using Pivot Chart, Pivot Table, VLookup, basic finance formula, Financial Dashboard
• Process Improvement and implementing strategies with the use of data
• Knowledgeable in Airtable, Notion, Slack, Zoom, MS Teams
• Basic Bookkeeping using Xero (GST, Bank reconciliation, Payroll, Invoicing, Billing)
• Basic Bookkeeping using QuickBooks online
• Versatile, Fast-learner, Trainable, Keen to details, Multi-tasker, Very organized
Graduate of Bachelor of Science in Business Management
Verified
