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Excel Data Analyst
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Paraplanner Financial Analyst
Not Found • Full time
Oct 2024 - Jul 2026 • 1 yr 9 mos
Prepared financial planning reports for Australian clients. Cleaned, organized, and validated client financial data using Microsoft Excel. Analyzed investments across multiple asset classes, including returns, risk, and portfolio allocation. Built and maintained Excel models for retirement projections, cash flow, and wealth planning. Created structured spreadsheets and reports to support financial advisors in client recommendations. Ensured data accuracy and consistency while working with complex financial information.