Dynamic and motivated professional with a proven record of generating and building relationships, managing projects from concept to completion, designing strategies, and coaching individuals to success. Skilled in building cross-functional teams, demonstrating exceptional communication skills, and making critical decisions during challenges. An adaptable and transformational leader can work independently, create effective presentations, and develop opportunities that further establish organizational goals.
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Setting Up a Chart of Accounts as per business requirements.Setting up / creating a new company on QuickBooks online or QuickBooks desktop/MS Excel.Recording, categorization, and data entry of financial data in software and Microsoft Excel.Creation of invoices and billings.Maintenance and reconciliation of receivables and payables.Bank reconciliation.Financial and Management Reporting (weekly, monthly, and year-end).Financial Statements including Cash Flow Statement, Profit and Loss, and Balance Sheet.Budgeting and Forecasting.Ratio Analysis.
Financial projections- BudgetsProject report and forecasting for fundraisingFinancial statements analysisCost/Variance AnalysisFinancial presentationsEquity research and analysisInventory managementFinancial ValuationBusiness Viability AnalysisMerger viability AnalysisDCF Firm and Equity ValuationTarget Acquisition AnalysisBreakeven Analysis
Data manipulation and cleaning for analysis.Visualizing data with charts and graphs.Creating reports and presentations for stakeholders.Collaboration with teams for data gathering.Proficient in Excel, Google Sheets.Experience with tools like Tableau, PowerBI, Google Data Studio.Business automation and dashboard creation.VBA / Macro Automation.Dashboards and KPI's.