pipeline management , Power Bi, Excel, CRM maintenance, client engagement processes, proposal preparation, Contact Management

Ms Excel, Google Workspace

Aml, CDD reviews, Sanctions review, CFT, Transaction review, KYC Screening, Enhanced due diligence

Excel, Powerpoint

Power Bi, Vba, Excel, Sql, Financial Markets Operations

Accounting / Auditing, Auditing, Financial Services, Assurance, Documentation, Accounting, Risk Management, financial auditing, Client Communication, Auditor, Audit Requirements, Equities, audit paperwork, Team Player, Due Diligence

Power Bi, Vba, Excel, Sql, Financial Markets Operations

Microsoft Office, Excel, Word, Bloomberg, Powerpoint

Confluence, Excel, JIRA, options, Fx, Futures, Stocks, etfs, Funds, Fixed Income