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Mohana P.

Mohana P.

US SEC filings/Financial Data Collection/Data Extraction/Web Research

Greetings, I would like to list out my experience, which I believe will meet your expectation. US SEC Reporting: I have over 9 years of experience in SEC reporting: I worked for a filing agency and having experience in dealing with the below: EDGAR (all form types ) including Form 3, Form 4 and Form 5. Typesetting and Filing with SEC Others (see below) 1. Form ID application - submitting the application on client's behalf and obtain the EDGAR filer codes. (Including passphrase update) 2. Any request for a refund from SEC 3. Follow up with SEC EDGAR for checking the funds in the client account 4. Submitting the filings through EDGAR online. Financial Data Collection: Experience in financial data collection, worked with US client for 4 years and Job involved as below: Research and analysis the financial data from Forms filed with SEC (10-K, 10-Q, 8-K, Proxy statements) and collect the necessary information. I have been worked with a team for more than 800 banking institutions and 200+ insurance companies located in the US. The financial information is gathered from the Balance sheet, Income Statement, Cash flow Statement, Shareholders' equity table, Average Daily Balance, Capital ratio, Segment data etc. Others data per client requirement are the number of employees, outstanding shares at the COB, Basic and diluted shares (per share), weighted average shares (Basic and Diluted). Data Entry: I have a good number of experience in data entry. Good typing skill (45 WPM with good accuracy). Done various projects and completed with good quality and met the scheduled Turnaround time. I am happy to provide a detailed explanation for the above if needed. I assure you that I can turn around the given job with good quality and within less TAT. I will abide by the company policy and will maintain all the records confidentially. Thank you!!

🇮🇳Coimbatore, India$9/hr70% JSS5.00 (9)Since Jun 2019

Earnings and projects

MRR
$7

Last 6 months ÷ 6

World#175,253 / 412k
🇮🇳Country#18,519 / 45.9k
Revenue, last 30 days
$38

Last 6 months: $40

World#100,626 / 412k
🇮🇳Country#10,755 / 45.9k
Total earnings
$29k

Billed in all: $30k

World#113,322 / 412k
🇮🇳Country#15,920 / 45.9k
Per project
$1.8k

$20 in the last 6 months

World#83,252 / 412k
🇮🇳Country#10,171 / 45.9k
Projects, last 6 months
2
50% fixed50% hourly
World#88,921 / 412k
🇮🇳Country#10,198 / 45.9k
Projects in all
16

Across 20 contracts

30% fixed70% hourly
World#155,088 / 412k
🇮🇳Country#21,636 / 45.9k

Earnings, last 30 days

$30.2k+$38 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$30,140$30,160$30,180$30,200Oct 8Oct 23Nov 7

Skill rankings: Top 41% in Data Scraping

Ranked by MRR among everyone on Upwork with the skill.

  1. #23SEC Reporting46 freelancers · 🇮🇳 #5Top 50%
  2. #674Financial Report1,343 freelancers · 🇮🇳 #56Top 50%
  3. #849Transaction Data Entry1,625 freelancers · 🇮🇳 #40Top 52%
  4. #3,616Data Scraping8,783 freelancers · 🇮🇳 #374Top 41%
  5. #4,008Data Mining9,150 freelancers · 🇮🇳 #319Top 44%
  6. #24,814Data Entry53,630 freelancers · 🇮🇳 #995Top 46%