About Me
I specialize in helping small investment firms automate their reporting processes, reducing the time spent on manual workflows so you can focus on high-impact tasks like investment analysis. As a CFA Charterholder with over 10 years of experience with investment data analytics, I've built and implemented reporting solutions that slashed preparation time by up to 50% at PSP Investments, a leading Canadian pension fund.
I create tailored automation solutions that eliminate errors, streamline data aggregation, and deliver clear, actionable reports—without the need for expensive software. My goal is to free up your team's time so you can focus on what matters most: growing your firm and serving your clients.
Let's simplify your reporting and boost your efficiency—reach out to see how I can help.
Areas of Expertise
- Automated Financial Reporting: Streamline your reporting processes with custom automation solutions, saving time and ensuring accuracy using Python, Power BI, and Excel.
- Efficient Data Aggregation for Reports: Build seamless data workflows to consolidate investment data, cutting reporting preparation time by up to 50%.
- Custom Reporting Dashboards: Create user-friendly dashboards that deliver real-time insights, eliminating manual updates and reducing errors.