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Skills

  • Financial Planning
  • Financial Analysis
  • Tableau
  • Accounting
  • Analytics
  • Compliance Consulting
  • Data Management
  • Financial Reporting
  • Financial Variance Analysis
  • Profit and Loss Analysis
  • Visual Basic

Services

  • Financial Reporting

    $30/hr Starting at $30 Ongoing

    Dedicated Resource

    Delivery Time: 7–14 daysTools: Excel, Tableau, Xceptor, FRWDescription:Set up or review your liquidity reporting framework including LCR, NSFR, and ALMM. Includes stress assumption updates, variance analysis,...

    Financial AnalysisFinancial PlanningFinancial ReportingFinancial Variance AnalysisTableau

  • Dashboard Design

    $30/hr Starting at $30 Ongoing

    Dedicated Resource

    Data & Analytics → Dashboard Design Delivery Time: 5–7 days Tools: Tableau, Excel, Google Sheets Description: Build clean, interactive dashboards for financial metrics, liquidity tracking, or internal...

    AnalyticsData ManagementFinancial PlanningTableauVisual Basic

  • Ad-hoc Regulatory Reporting Support

    $30/hr Starting at $350 Ongoing

    Dedicated Resource

    Category: Consulting → Financial Consulting Description: Need help meeting a financial reporting deadline? I provide expert support in regulatory compliance, schedule preparation, variance analysis, and...

    AccountingCompliance ConsultingFinancial AnalysisFinancial PlanningProfit and Loss Analysis

About

Global Finance & Business Management

I’m a Financial Reporting & Regulatory Consultant with 6+ years of experience in liquidity metrics (LCR, NSFR, ALMM), GL reconciliation, and financial data automation. I’ve led regulatory submissions, stress testing updates, and variance analysis for global banks, ensuring full compliance with US GAAP and Fed standards.

I use tools like Tableau, Xceptor, and FRW to streamline financial data flows, fix downstream discrepancies, and build dashboards that provide clear, audit-ready insights.

Whether you need help with short-term cleanups, automation, or long-term reporting transformation, I bring precision, speed, and clarity to every project.

Work Terms

1. Regulatory & Liquidity Reporting Setup
Delivery Time: 7–14 days

Ideal for LCR/NSFR/ALMM framework setup, reviewing past reports, and implementing compliance structure.

2. GL Reconciliation & Automation
Delivery Time: 10–21 days

Includes data analysis, reconciliation mapping, Xceptor/Tableau automation setup.

3. Financial Dashboard Creation (Tableau / Custom BI)
Delivery Time: 5–10 days

Depends on whether data is provided or needs cleaning first. For visuals only, 3–5 days is realistic.

4. Financial Data Review & Cleanup
Delivery Time: 3–7 days

For short-term, ad hoc cleanups or classification reviews.

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