Financial Operations & Compliance VA | Documentation, Research & Data Analysis E

Overview

Looking for full-time work (8 hours/day)

at $6.62/hour ($1,280.00/month)

Bachelors degree

Last Active

July 19th, 2026 (today)

Member Since

September 6th, 2023

Profile Description

I am a Summa Cum Laude graduate in Business Administration major in Financial Management with professional experience supporting financial planners, legal teams, and compliance-driven organizations in the US and Australia.

Currently, I work as a Financial Planning Specialist and Evidence Analyst, where I develop comprehensive financial plans for high net worth individuals, analyze complex financial data, and manage end-to-end documentation workflows for legal and compliance cases. I collaborate with cross-functional teams, conduct quality assurance reviews, and translate technical information into clear, actionable insights.

My core strengths include financial data analysis, documentation management, compliance support, research brief preparation, and CRM/ERP systems management including NetSuite, Salesforce, Lawmatics, and aXcelerate.

If you need someone who is detail-oriented, analytical, highly organized, and capable of working independently with minimal supervision, I am ready to support your business.

Core Skills:
- Financial Planning Support
- Compliance Documentation
- Evidence & Case Coordination
- Financial Data Analysis & Reporting
- Research Brief Preparation
- Quality Assurance Review
- Workflow Optimization
- Stakeholder Coordination

Systems & Tools:
- Salesforce
- Lawmatics
- aXcelerate
- eMoney
- YCharts
- Google Workspace
- Microsoft Office

Financial Planning Specialist
> Develop comprehensive financial plans for high net worth clients
> Translate complex financial data into clear client-ready presentations
> Identify financial planning opportunities through detailed analysis
> Create data visualizations using eMoney and YCharts

Evidence Analyst
> Manage end-to-end documentation workflows for legal cases
> Review and extract key information from client correspondence
> Conduct quality checks before legal submission
> Organize case files for attorney review
> Prepare research briefs to strengthen client claims

RPL Coordinator / Admin Officer
> Maintain compliance documentation aligned with regulatory standards
> Coordinate onboarding and assessor documentation
> Support audit preparation and internal quality checks
> Improve documentation workflows using AI tools

Competitive Advantage:
1. Finance + Compliance + Veteran Exposure
2. International work experience (US & Australia)
3. Academic excellence (Summa Cum Laude and Leadership Awards)