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Skills

  • Data Management
  • Business Presentations
  • Company Profile
  • Copy and Paste
  • Data Analysis
  • Data Audit
  • Data Cleaning
  • Data Collection
  • Data Conversion
  • Data Entry
  • Data Extraction
  • Data Mining
  • Data Presentation
  • Data Processing
  • Database Administration

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Services

  • Financial Research & M&A Support

    $35/hr Starting at $150 Ongoing

    Dedicated Resource

    I provide specialized research and reporting to help investment firms and small businesses evaluate opportunities with precision.   CIM Summary Preparation: I synthesize raw financial data and company...

    Company ProfileFinancial AnalysisFinancial ResearchFinancial StatementsM&a Support

  • Data Operations

    $5/hr Starting at $35 Ongoing

    Dedicated Resource

    I offer high-accuracy data management services designed to turn messy information into actionable databases.   High-Volume Processing: Capable of handling over 100,000 records annually with a documented...

    Copy and PasteData AnalysisData AuditData CleaningData Collection

  • AI-Assisted Automation

    $15/hr Starting at $250 Ongoing

    Dedicated Resource

    I bridge the gap between manual labor and high-end development by using AI to build functional automation tools.  Custom Data Extraction: Building Python-based tools to pull contact information or specific...

    Data ExtractionData ManagementDatabase AdministrationDatabase DevelopmentDesktop Applications

  • Design & Presentation

    $25/hr Starting at $125 Ongoing

    Dedicated Resource

    I combine analytical insights with visual storytelling to create professional documents for high-stakes environments.   Investor & Board Decks: Designing PowerPoint presentations for investor pitches,...

    Business PresentationsData PresentationDesignMicrosoft PowerPointPresentation Design

About

Financial Research & Operations Specialist

Results-driven Operations and Research Specialist with over 12 years of experience supporting small businesses and financial firms. I specialize in preparing high-quality financial reports, company profiles, and data-driven deliverables with a documented 99% accuracy rate. By combining a strong background in Accountancy with AI-assisted automation, I deliver faster, more efficient outcomes for M&A research, data processing, and financial evaluation.

Core Services
Financial Research & M&A Support: Preparation of CIM (Confidential Information Memorandum) summaries, earnings report analysis, and acquisition prospect profiling.

Data Operations: High-volume data entry (100K+ records/year), database cleanup, and PDF/image-to-Excel conversion.

AI-Assisted Automation: Developing custom Python-based tools for data extraction, legacy database migration (e.g., Foxpro to Excel), and Excel workflow automation.

Design & Presentation: Creating professional PowerPoint decks for investor pitches, board reports, and acquisition briefings.

Bilingual Support: Research and business communication in English, Hindi, and Bengali.

Work Terms

I can work on both fixed and hourly projects.

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