Ms Excel, VBA programming, Bloomberg, Powerpoint

Financial Operations, CRM tool, Business Analysis, data management tools, Spreadsheets

Excel, financial analysis, accounting, Microsoft Office Suite

Vlookup, Microsoft Office, Microsoft Excel, XLOOKUP, double-entry bookkeeping, Pivot Tables, Financial Statements

Excel, Microsoft Office Suite

Microsoft Office, Microsoft Excel, Accounting Principles, Bookkeeping

Vba, Excel, Forecasting, Datarails, Powerpoint, Budgeting, Reporting

Microsoft Excel, Financial Services, Team Coordination, Financial Advisory, Financial Statements Analysis, Communication Skills, Wealth Management, Detail Oriented, wealth accumulation, Financial Planning, Able To Work Independently, Investment Advisory, Client Engagement, Interpersonal Skills

Microsoft Excel, CoPilot, ERP systems