Portfolio Performance and Risk
Graphs depicting different data for a portfolio of stock options positions.
Excel specialist with significant background in finance and capital markets. I enjoy spreadsheet development and design in an effort to efficiently process data and display it in an easily digestible format for key decision makers and senior leadership. I also have experience in data mining and manipulation to draw usable and actionable conclusions. I am a beliver in graphical representation of data in order to visualize results. Advanced skills in excel include: complex formula creation, dynamic dashboards, intelligent calculators, V/H Lookup, Index(Match)(Match), Conditional Formatting, Data Validation Boxes, Pivot Tables (including calculated fields and slicers).