Hire the Best Financial Planners

I am Senior FP&A Analyst in a prominent winter sports company & Google Sheets Designer with 7+ years of experience building dashboards, budgeting tools, and planning templates that make data simple, actionable, and visually engaging. I specialize in: 1. Finance & FP&A tools (rolling forecasts, EBITDA/margin analysis, sales mix dashboards, automated reports) 2. Automation of reports using SQL, python, power query, VBAs 3. Supply chain planning and analysis 4. Travel planning & budgeting (itineraries, vacation planners, cruise + land trip trackers, packing checklists, onboard spending trackers) 5. Content Creation - look up my content on instagram @theadventurersnotepad 6. Small business + Etsy-ready digital products (trackers, planners, budgeting sheets, dashboards for resale) Highlights of my work: 1. Developed dynamic FP&A forecast models analyzing pricing, margins, and sales mix for global product lines 2. Delivered Annual Operating Plans, monthly budgeting, supply chain optimization, strategy and various capital productivity budgets. 3. Made editable automated templates and models 4. Built digital planners for resale (dashboard, itinerary, excursion + onboard spending tracker, budget vs actual, currency converter) using Canva and other tools 5. Designed a Mt. Baker travel guide (paid digital product) with trip logistics, itineraries, and outdoor experiences 6. Delivered multiple budget dashboards with automated KPIs, charts, and variance analysis for business decision-making Why clients hire me: 1. Balance of finance expertise + creative template design 2. Focus on ease of use + visual appeal for resale or internal use 3. On-time delivery with attention to detail 4. Experience in both corporate FP&A and digital product creation Tools - Expert level knowledge with Microsoft Excel, Google Spreadsheets, Ms-PowerPoint, Google Slides, SEO, Word Power BI, Tableau, Figma, Jira, Canva, Capcut, Adobe suite and so on. Hit me up for anything finance, excel, SEO, presentation and much more!

Spreadsheets should make your work easier, not become another manual process to manage. I help businesses transform slow, messy, and error-prone Excel or Google Sheets files into clean, automated, and dependable systems that save time and support better decisions. My services include: • Excel and Google Sheets automation • VBA macros and Google Apps Script • Interactive KPI dashboards and automated reports • Financial models, budgets, forecasts, cash-flow tools, and scenario analysis • Power Query data cleaning, consolidation, and refresh workflows • Advanced formulas, including XLOOKUP, INDEX/MATCH, FILTER, QUERY, LAMBDA, and dynamic arrays • Business trackers, calculators, planners, and management systems • Repairing broken formulas, macros, reports, and slow workbooks I build spreadsheets for real-world business use. Every solution is designed with a clear structure, user-friendly inputs, protected formulas, validation checks, logical reporting, and maintainable workflows. Recent Upwork projects include repairing a broken VBA automation and developing a five-year financial projection system, both completed with 5-star client feedback. You can expect: • Clear and professional communication • Practical recommendations based on your workflow • Careful testing before delivery • Clean, intuitive, and professional formatting • Reliable solutions that are easy to use and maintain Whether you need a focused spreadsheet fix or a complete reporting and automation system, I can help you choose and build the right solution. Send me a message with your current file, process, or challenge, and I’ll recommend the most practical next step.

Recruitment Specialist with 16+ Years of Experience With over 16 years of experience as a Recruitment Specialist, I have successfully attracted and matched candidates to both temporary and permanent roles across diverse industries and organizations. My recruitment philosophy centers on building strong relationships to deeply understand client needs and deliver tailored solutions. I achieve this through strategic advertising across multiple media channels, proactive networking, headhunting, and leveraging referrals to identify top talent. Expertise in LinkedIn Passive Recruitment I bring extensive expertise in LinkedIn Passive Recruitment, where I enhance organizational talent pools by strategically planning, implementing, and evaluating HR policies, programs, and practices. This approach allows me to strengthen workforce capabilities while aligning recruitment strategies with long-term business goals. Proficiency with Applicant Tracking Systems (ATS) I am highly skilled in using a wide range of Applicant Tracking Systems, including iCISMS, SmartRecruiter, Jobvite, Salesforce, Zoho, Workable, Taleo, and others. These platforms enable me to efficiently manage candidate pipelines, streamline workflows, and ensure smooth recruitment processes from start to finish. Interpersonal Skills and Adaptability Throughout my career, I have developed strong interpersonal skills that allow me to excel in dynamic environments. My self-motivation, reliability, and approachable nature have consistently opened doors to new opportunities and expanded my professional reach in the recruitment field. Core Areas of Expertise: Client Understanding Gaining insights into industries, work cultures, and environments to align recruitment strategies. Job Posting Creation Developing tailored job postings that attract the right candidates. Candidate Matching Leveraging databases such as Upwork and LinkedIn to identify ideal talent. Sourcing & Screening Conducting thorough evaluations to shortlist qualified candidates. Global Remote Recruitment Coordinating with remote recruiters to manage international hiring needs. CV Preparation Crafting compelling CVs that highlight candidate strengths. Candidate Briefing Providing detailed information on responsibilities, compensation, and benefits. Interview Coordination Organizing interviews in line with client requirements. Negotiation & Advisory Facilitating salary negotiations and offering guidance to both clients and candidates.

💼 Investment & Credit Risk Analyst | Wealth Strategy Expert I’m M-A. Ziti, a financial analyst with over 4 years of experience in international banking (Société Générale, CACIB, and a global institution). I help institutions manage credit risk and support individuals in building long-term wealth through optimized, data-driven financial strategies. 🧮 1. Credit Risk & Financial Analysis (for institutions) I support lenders, corporates, and real estate investors by delivering: ✅Credit risk assessments (internal models, Moody’s/S&P frameworks) ✅Professional credit memos (CRE, acquisition finance, distressed borrowers) ✅Cash flow projections, DSCR analysis, and debt yield calculations ✅Custom Excel tools for financial modeling and scenario stress tests ✅Credit policy & SOP design and credit committee contributions 📈 2. Investment Strategy & Portfolio Planning (for individuals) I help clients achieve goals like early retirement or property investment using: ✅Personalized investment plans based on risk tolerance and horizon ✅Low-cost ETF & stock portfolios (France & international markets) ✅Tax-efficient account structuring (PEA, assurance-vie, etc.) ✅Excel-based dashboards for portfolio tracking ✅Multilingual support: English, French, Arabic 👉 I also apply my strategies to my own portfolio on a regulated platform. Since I began investing, I’ve consistently outperformed the S&P 500 using an AI-enhanced approach to identify high-potential equities — including several stocks that gained over 600% within two years. I can share verified performance data with serious clients upon request. Whether you're a financial institution seeking risk expertise, or an investor pursuing financial freedom, I bring structure, clarity, and results. Let’s work together to make smarter, high-impact financial decisions.

Hi, I'm a financial and data analyst passionate about providing data-driven insights for businesses. I can assist in developing financial models, performing cost analysis, budgeting, forecasting, as well as variance and market analysis. I'm fluent in R, Python, Excel, SAS, and SQL, and am FVMA certified. My goal is to help clients make informed financial decisions and achieve their business objectives. Let's work together to drive your business forward.

🚀 Top-Tier Virtual Assistant | B2B Lead Generation | Data Entry | CRM Management | Business Support Your business deserves more than just basic virtual assistance, it needs someone reliable, detail-oriented, and committed to delivering accurate results that help your operations run smoothly. Hi, I’m Imran a professional Virtual Assistant specializing in B2B Lead Generation, Data Entry, CRM Management, Web Research, and Administrative Support I help businesses, agencies, startups, and entrepreneurs save valuable time by managing important backend tasks with professionalism, efficiency, and complete attention to detail. My goal is simple: to provide high-quality support that allows you to focus on growing your business while I handle the research, organization, and data management behind the scenes. 💼 Professional Services 🔍 Lead Generation & Research ✔ Targeted B2B Lead Generation ✔ LinkedIn Prospect Research ✔ Decision-Maker & Key Contact Research ✔ Verified Email List Building ✔ Company & Market Research ✔ Web & Online Research ✔ Prospect Database Building 📊 Data Entry & Data Management ✔ Accurate Manual Data Entry ✔ Excel & Google Sheets Management ✔ PDF to Excel / Word Conversion ✔ Data Collection & Data Mining ✔ CRM Data Entry & Updates ✔ Data Cleaning & Formatting ✔ Product & eCommerce Data Entry ✔ Administrative Support Tasks 🗂 Virtual Assistance & CRM Support ✔ CRM Management & Organization ✔ HubSpot CRM Support ✔ Calendar & Email Management ✔ File & Document Organization ✔ Administrative Assistance ✔ Business Support Services ✔ Long-Term Virtual Assistance 🛠 Tools & Platforms ⭐ LinkedIn Sales Navigator ⭐ Apollo,io ⭐ Hunter,io ⭐ HubSpot CRM ⭐ Google Sheets ⭐ Microsoft Excel ⭐ Canva ⭐ Google Workspace 🌟 Why Clients Choose Me ✔ 100% Manual & Accurate Work ✔ Professional Communication ✔ Reliable & Organized Workflow ✔ Fast Response & On-Time Delivery ✔ Strong Attention to Detail ✔ Confidential Handling of Business Data ✔ Commitment to Long-Term Client Relationships 🎯 My Promise I promise to deliver high-quality, accurate, and reliable work on every project. ✔ No shortcuts ✔ No low-quality or rushed work ✔ Only clean, organized, and professional results ✔ Full dedication to client satisfaction ✔ My Services Are Perfect For You If: ✔ You value accuracy, structure, and professional results ✔ You need reliable manual work (no scraped or low-quality data) ✔ You want clear communication and consistent updates ✔ You are looking for long-term business support ✔ You prioritize quality and trust over quick results ✖ My Services May Not Be The Right Fit If: ✖ You are looking for scraped or low-quality data ✖ You expect unrealistic deadlines without proper scope ✖ You prioritize quantity over accuracy ✖ You do not value structured and professional work 📩 Let’s Work Together If you are looking for a dependable Virtual Assistant who can provide professional support in lead generation, data entry, CRM management, and administrative tasks, I would be happy to help. Feel free to send me a message to discuss your project and explore how I can support your business goals.