a
allannburnell

Allan B

@allannburnell

Excel Dashboards and Workflow Automation

Kanada
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I am a finance and economics student with professional experience in liquidity forecasting, analytics, and wealth management. I have served as a participating analyst for student investment funds at both the University of Guelph and Okanagan College, developing strong skills in Excel, data cleaning, dashboards, and setting up automations that save people time.... Mehr lesen

Kompetenzen

a
allannburnell
Allan B
offline • 
Durchschnittliche Antwortzeit: 20 Stunden

Meine Dienstleistungen

Makros & Formeln
I will clean, organize and build a dashboard in your spreadsheet
Ab15 $ / ProjektWeitere Details
Projektmanagement
I will build you a custom notion workspace with ai built in
Ab30 $ / ProjektWeitere Details

Arbeitserfahrung

Scotiabank

Scotiabank

7 mos

Liquidity Forecasting and Analytics Intern

May 2026 - Present • 4 mos

I interned on a wealth management team supporting 10 to 12 advisors. A big part of my role was building the reports, market updates, and portfolio reviews the team relied on, and I wrote macros that automated turning raw data into those client-facing reports so they came together in a fraction of the time. I also did a lot of research and organizing of client financial and account information to support the team's planning work.

Wealth Management Intern

Jan 2026 - Apr 2026 • 3 mos

I worked on Scotiabank's Treasury team as a forecasting and analytics intern. Most of my time was spent working on models in Excel, VBA, and Python, and writing VBA macros that automated data extraction and model updates, including one that cut a recurring task from about two hours down to ten minutes. I also cleaned and maintained large datasets in Excel and SQL that fed into Power BI dashboards, and tracked daily metrics that were reported up to senior management.