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Zachary M.

Zachary M.

San Antonio, TX
Job Success

Market Financial Analyst | Advanced Excel and SQL Coder

Hello and thank you for considering me to be your freelancer. For the last six years, I have worked for various Fortune 500 companies as a financial & data reporting analyst. Over the years, I have practiced many skills that I find are crucial in the daily world of finance. Specialization: I specialize in a mix of traditional finance practices such as industry knowledge in mutual funds, international finance, and GAAP accounting standards. I've created P/Ls, Statement of Cash Flows, Income Statements, and Balance Sheets as well as Ad Hoc financial models/forecasts per managements request. I've also discovered a love for computer programs and how to efficiently leverage these programs to perform my daily analyst tasks. Experience includes (but not limited to): -Certified Microsoft Office Specialist In Excel .VLOOKUP and HLOOKUP .Index/Match .Pivot Tables .Slicers . Advanced Nested IF statements .Text manipulation functions (LEFT,RIGHT,TRIM,LEN,MID,FIND) .Combine all the functions mentioned above to create sales forecasts, inventory levels, and show Profit/Loss ratios .Vast Data Entry skillset -Excel VBA .Automating Emails .Converting PDF documents to Excel .Connecting Excel to Microsoft SQL, Running a query automatically, then pasting the results back into Excel .Creating tailor made workbooks using Excel and Excel VBA per the clients specifications -Oracle PL/SQL .Efficiently write and edit advanced queries in Oracle PL SQL databases. -Microsoft SQL Server Studio .Efficiently write and edit advanced queries in Microsoft SQL databases -Microsoft Power BI .Aggregate data sources into PBI and visualize the raw data to provide actionable insights I'd like to stress that my client's satisfaction is crucial and is held to the highest of standards when I provide the final product. If you have a project that requires a skill that I did not mention above, please don't hesitate to reach out. There is a strong chance that I have performed your task before but could not fit every function in this introduction.
Rating is 5 out of 5.
5.00 Aug 30, 2019 - Mar 3, 2021

"I found Zach to be an extremely smart and reliable freelancer. Excellent work and communication. I would not hesitate to use him again or recommend."

Private earnings
Zachary M. has more jobs. Create an account to review them

Portfolio

Excel VBA linking to Microsoft SQL then returning the results to Excel
Excel VBA linking to Microsoft SQL then returning the results to Excel
Sample P&L and Forecasting Project
Sample P&L and Forecasting Project
Want to see more? Create Account

Skills

Zachary M.

Zachary M.

San Antonio, TX
Job Success
3
Total Jobs
609
Total Hours

Market Financial Analyst | Advanced Excel and SQL Coder

Specializes in
Hello and thank you for considering me to be your freelancer. For the last six years, I have worked for various Fortune 500 companies as a financial & data reporting analyst. Over the years, I have practiced many skills that I find are crucial in the daily world of finance. Specialization: I specialize in a mix of traditional finance practices such as industry knowledge in mutual funds, international finance, and GAAP accounting standards. I've created P/Ls, Statement of Cash Flows, Income Statements, and Balance Sheets as well as Ad Hoc financial models/forecasts per managements request. I've also discovered a love for computer programs and how to efficiently leverage these programs to perform my daily analyst tasks. Experience includes (but not limited to): -Certified Microsoft Office Specialist In Excel .VLOOKUP and HLOOKUP .Index/Match .Pivot Tables .Slicers . Advanced Nested IF statements .Text manipulation functions (LEFT,RIGHT,TRIM,LEN,MID,FIND) .Combine all the functions mentioned above to create sales forecasts, inventory levels, and show Profit/Loss ratios .Vast Data Entry skillset -Excel VBA .Automating Emails .Converting PDF documents to Excel .Connecting Excel to Microsoft SQL, Running a query automatically, then pasting the results back into Excel .Creating tailor made workbooks using Excel and Excel VBA per the clients specifications -Oracle PL/SQL .Efficiently write and edit advanced queries in Oracle PL SQL databases. -Microsoft SQL Server Studio .Efficiently write and edit advanced queries in Microsoft SQL databases -Microsoft Power BI .Aggregate data sources into PBI and visualize the raw data to provide actionable insights I'd like to stress that my client's satisfaction is crucial and is held to the highest of standards when I provide the final product. If you have a project that requires a skill that I did not mention above, please don't hesitate to reach out. There is a strong chance that I have performed your task before but could not fit every function in this introduction.
Rating is 5 out of 5.
5.00 Aug 30, 2019 - Mar 3, 2021

"I found Zach to be an extremely smart and reliable freelancer. Excellent work and communication. I would not hesitate to use him again or recommend."

Private earnings
Zachary M. has more jobs. Create an account to review them

Portfolio

Excel VBA linking to Microsoft SQL then returning the results to Excel
Excel VBA linking to Microsoft SQL then returning the results to Excel
Sample P&L and Forecasting Project
Sample P&L and Forecasting Project
Want to see more? Create Account

Skills

As Needed - Open to Offers

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