Financial Advisor, Modeling Automation (CFA Level III)

Google Sheet Planning & Actual Data Tracking Model
Google Sheet Planning & Actual Data Tracking Model

🚀 Planning Model Automation Template 🚀 Customize Data Tracking System 🚀 Comparison Dashboard with Actual Live Time Recording

Data Modelling Analyst
Financial Advisor
Financial Consultant
Google Sheets

Excel Full Automatic Portfolio Management System with Live Data
Excel Full Automatic Portfolio Management System with Live Data

A Full Investment Portfolio Management with: (1) Live Stock Pricing Update, (2) Transaction Database Management and (3) Custom Performance Metrics

Data Modelling Analyst
Financial Advisor
Financial Consultant
Microsoft Excel
pandas
Python

10-Year DCF Forecast Valuation for Large Public Company
10-Year DCF Forecast Valuation for Large Public Company

🚀 A Model built from Scratch. 🚀 Companies Valuation Price from Multiple Angles. 🚀 Deep Operational Analysis with Detail Assumptions.

Financial Advisor
Financial Analyst
Business Analyst
Microsoft Excel
Python