Matt

Bookkeeping & Financial Reporting Specialist

Dentsply Sirona • Freelance

May 2026 - Present • 2 mos

Project Overview Provided bookkeeping and financial reporting support for small businesses and self-employed professionals by organizing financial records and preparing accurate reports for business management and compliance purposes. Problem Statement The client required organized financial records and reliable reporting to monitor business performance, maintain accurate records, and support financial decision-making. What I Worked On • Recorded and organized financial transactions. • Prepared Profit & Loss Statements and Balance Sheets. • Reconciled financial records and reviewed data for accuracy. • Maintained spreadsheets and financial reports using Microsoft Excel. • Prepared documentation for client review and reporting. Solution Provided Delivered organized financial records and professionally prepared reports that improved financial visibility, supported business reporting, and provided clients with accurate documentation for their ongoing financial management.

Financial Documentation Specialist

Maria do Mar • Freelance

Feb 2026 - Mar 2026 • 1 mo

Project Overview Prepared professional financial documentation for a self-employed client seeking to provide organized financial records for mortgage and income verification purposes. Problem Statement The client needed accurate, well-structured financial documents that clearly presented their financial information and met the documentation requirements requested by the reviewing institution. What I Worked On Prepared a detailed Profit & Loss Statement. Organized and reviewed financial data for accuracy and consistency. Created an Income Verification Letter based on the client's information. Structured the documents in a professional, easy-to-review format. Reviewed all documents before delivery to ensure completeness. Solution Provided Delivered a complete set of professionally formatted financial documents tailored to the client's requirements. The documents were organized, confidential, and ready for submission, with revisions provided where needed to ensure they aligned with the client's requested format.