Jordan D.

I help investors and businesses make clear financial and investment decisions by building accurate financial models and conducting detailed data analysis. Whether you need to analyze complex financial data or summarize financial results, I provide the insights you need to give you peace of mind and help your business grow. Here are the services I provide: ✅Investment research and analysis ✅Financial statement analysis ✅Financial modeling in Excel and Python (valuations, projections, cash flow, etc.) ✅Financial writing ✅Revenue, expense, and cash flow projections I received my Master of Science degree in finance and completed the CFA program. In previous roles, I researched key trends in the investment management industry and published reports on multiple finance-related topics. I also developed comprehensive financial models in Excel and Python, which helped reduce data analysis time and increase efficiency. I value trust, transparency, and open communication with my clients. I also tailor my analysis to your needs while ensuring you understand the meaning behind the numbers. If you need help with your investment or financial decisions, please feel free to contact me so we can get started!