Stock Trading Performance Audit

Hello, Excel expert here. I can perfectly assist you with this and can start on an immediate basis. To make your hiring decision easier I can share the limited version quickly before you hire and then you can decide if this fulfills your needs or not. I am an experienced Excel professional with years of experience in all the tools of Excel including Visual Basic, Automation, Data Analysis, Complex Formulas, Calculations, Analysis, Financial Modeling etc. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project. I will be happy to share my portfolio of similar work performed in past.

Hi Martin, Thank you for considering my proposal. With over 8 years of experience in Business Analysis, I have the expertise to assist you with your project. I have carefully reviewed your requirements and am keen to discuss them further with you. I would like to connect with you in chat to delve deeper into the specifics of your stock trading performance audit. I believe my skills and experience align well with the key aspects and requirements you have outlined. Looking forward to the opportunity to collaborate with you on this project. Regards

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With over a decade of experience in finance and accounting, I am uniquely equipped to handle your stock trading performance audit. My skill set spans not only accounting and finance but also a high proficiency in utilizing tools like Excel for data analysis - a crucial aspect of your project given the volume of trade line items involved. Having worked as a Senior Officer in finance and Accounts for an international organization, I am intimately familiar with the need for detail-oriented accuracy in auditing compliance in the financial sector. My attention to detail has repeatedly been commended and has resulted in successful audits and seamless data migration from various accounting software. In addition to my technical abilities, my experience extends to crafting comprehensive audit reports which aligns with your specified format. Clients have consistently found value in my ability to develop and implement financial and operational controls that improve cash flow, bringing financial health to their firms. Rest assured that these skills will transfer seamlessly to evaluating your trades profitability, accuracy, and impact of transaction costs on performance. As an ACCA certified professional, I adhere strictly to high ethical standards, ensuring that you not only receive top-notch service but also complete confidentiality throughout the audit process.

I can achieve The performance audit which will focus on the following key aspects: 1. Return on Investment (ROI): Calculate the profitability of all trades. Assess overall performance metrics and trends. 2. Accuracy of Trades: Validate the correctness of trade executions against your provided records. Identify discrepancies or errors, if any. 3. Transaction Costs: Analyze the impact of transaction fees and other costs on your net returns. ,,,,,,,,,,,,,,,,,,, About me ADVANCE EXCEL , more 7 years experience I am a CERTIFIED i have a MASTER of BUSINESS ADMINISTRATION ,,,,

We are a reputable auditing firm with extensive experience in conducting performance audits for stock trading activities. Our team of experts will thoroughly evaluate your data to assess the profitability of your trades, accuracy of execution, and impact of transaction costs on overall performance. With a track record of delivering high-quality audit reports, we have the skills and expertise to meet your requirements. Based in the EU, we are well-versed in auditing compliance in the financial sector and can work with your specified report format. Trust us to provide a comprehensive audit that meets your needs and exceeds your expectations.

Hi Martin L. After reading the description, I wish to confirm that I can efficiently handle your project. I have impressive skills in Finance, Financial Research, Excel, Accounting and Business Analysis. Having done similar tasks before, this will be easy for me. My charges are reasonable so you can receive a high-quality yet cost-effective service. Thank You Martin L.. Please message me for further discussion. Sincerely, Bredah

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Hello, I’m Stephen, a Certified Public Accountant with a strong background in financial analysis and auditing, representing an experienced auditing firm based in the US. Our firm specializes in performance audits and financial compliance, making us a perfect fit for your needs. What We Offer: -ROI Analysis: Assessing profitability and identifying patterns in your trading activity. -Accuracy Verification: Ensuring trade execution matches intended transactions and identifying discrepancies. -Transaction Cost Evaluation: Analyzing costs to determine their impact on overall performance. -Customized Reporting: Delivering a detailed audit in your specified format. Our firm is proficient in handling large datasets in Excel, with extensive experience auditing financial data and ensuring compliance with sector standards. We’re dedicated to providing accurate, actionable insights tailored to your requirements. Let’s discuss how we can assist you with your performance audit. Best regards, CPA Stephen

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Hey Martin L.! I have gone through your instructions carefully, and I am fully capable of handling this project. With my in-depth knowledge of Finance, Excel, Accounting, Financial Research and Business Analysis, I’m eager to bring my skills to help meet your objectives. Don’t hesitate to reach out if you’d like further clarification on my approach to this task. Thank you, G.

Martin here! I specialize in conducting performance audits for stock trading activities. With extensive experience in analyzing trading data and ensuring accuracy, I can help assess your ROI, trade accuracy, and transaction costs effectively. As an expert in auditing compliance in the financial sector, I guarantee a comprehensive audit report tailored to your specific format. Contact me via chat for samples of my work. Here's a technical question for you: How do you ensure the accuracy of trade execution in a large dataset like the one you have? Let's audit those trades!

Hi, I am a UK-qualified ACCA accountant with seven years of experience in accounting, bookkeeping, and financial analysis, including performance audits. As a CFO, I have a strong understanding of evaluating financial activities and ensuring data accuracy. I can assist with auditing your stock trading activity, focusing on return on investment, transaction accuracy, and cost analysis. My expertise in Excel ensures precise handling of large datasets, and I can deliver results in your specified report format. While not an auditing firm, I bring professional experience and a meticulous approach, making me well-suited to conduct a detailed audit that meets your standards. I am committed to providing clear, actionable insights to help you understand and optimize your trading performance. I look forward to discussing how I can assist with this project. Best regards, Farooq Waseem ACCA

As a seasoned professional in financial management and accounting, I possess the skill set and expertise necessary to conduct a detailed performance audit for your stock trading activity. My experience with various types of businesses, including sole traders, partnerships, and limited companies, has given me a solid understanding of the complexities associated with managing financial data. This, coupled with my proficiency in analyzing stock trading data, would enable me to comprehensively evaluate your trades to assess profitability and identify any potential errors or discrepancies in trade execution. Furthermore, my knowledge in auditing compliance in the financial sector ensures that I adhere to strict regulations and will conduct your audit with utmost precision and accuracy. I am familiar with the significance of transaction costs on overall trading performance and would then be able to determine and evaluate the expenses incurred during your trades. Finally, my commitment to delivering excellent results is central to my professional ethos. Having an MBA in addition to my accounting background gives me a well-rounded perspective when it comes to managing finances aimed at achieving organizational goals. Through meticulous attention to detail and delivering timely commitments, I will deliver an audit that meets not just your specifications but also exceeds your expectations.

Having nurtured my expertise in Business Analysis, I believe I am an ideal candidate for this Stock Trading Performance Audit project. Armed with a wealth of experience in conducting performance audits and a proficiency in analyzing stock trading data, I'll delve into your spreadsheet with tremendous attention to detail, ensuring all aspects of your trading performance are accounted for. Furthermore, as someone conversant with auditing compliance in the financial sector, you can trust that no discrepancies or errors will go unnoticed. Being highly detail-oriented, I am well-equipped to assess your profitability, evaluate expenses and drill down into key metrics like Return on Investment. Importantly, I am fully committed to providing you with a comprehensive yet digestible audit report which aligns with your specific format requirements. While my primary focus hasс past experience in web development and digital marketing, my deep understanding of data management - so vital in maintaining an orderly and accurate trading process - allows me to carry out even the most distinctive tasks with mastery. Trust me on this journey towards a more transparent outlook of your stock trading activity.

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Dear Mr/Mrs, As a proficient and detail-oriented accountant with a proven track record of 3 years, I am confident that I possess the skills and knowledge necessary to conduct a comprehensive audit of your stock trading activity. My specialty in Excel is highly applicable to analyzing the vast amount of data you've accumulated, ensuring no errors or discrepancies go unnoticed. Having worked extensively with financial statements and conducted multiple performance audits, I understand the critical aspects of assessing return on investment, identifying inaccuracies in trade execution, and scrutinizing transaction costs. My experience aids me not only in pinpointing areas of potential improvement but also in providing actionable insights for optimizing your trading strategies. While respecting your preference for an official auditing firm, I believe my professional background equips me well to handle this project independently. My prior experience aligns closely with the requirements you've outlined, and my acute attention to detail further ensures meticulous work that's crucial in critically evaluating financial transactions. sincerely, Michelle Udan