07/17/2025 updated
100 % available
Finance Assistant with Data Analysis & Automation Expertise
Ho Chi Minh, Vietnam
Worldwide
Bachelor, Applied FinanceArtificial IntelligenceData AnalysisAutomationBusiness IntelligenceFinancial ForecastBusiness Process MappingData MiningRecords ManagementFinancesFinancial ModelingGoogle ApplicationsPython (Programming Language)NumPyVisualizationMicrosoft Power BI
Data Analysis & Business Intelligence
Advanced Excel functions, VBA, Power Query, Google Sheets custom scripts, Tableau, and Power BI for comprehensive data analysis and visualization.
Python Programming
Python development with pandas, NumPy, statsmodels, matplotlib, and seaborn libraries for data manipulation, statistical analysis, and visualization.
Financial Modeling
Financial forecasting, budgeting, and reporting with development of financial models and performance dashboards using Excel and Google Sheets.
Automation Development
Google Apps Script for automating data extraction, email processing, and file management workflows.
AI Implementation
LangChain-powered AI solutions for email classification and data extraction from documents.
Business Process Analysis
Optimization of procurement and payment workflows, automation of BOM and MRP processes to reduce manual efforts.
OCR/Data Extraction
Extraction of structured data from PDF documents including invoices and purchase orders.
Advanced Excel functions, VBA, Power Query, Google Sheets custom scripts, Tableau, and Power BI for comprehensive data analysis and visualization.
Python Programming
Python development with pandas, NumPy, statsmodels, matplotlib, and seaborn libraries for data manipulation, statistical analysis, and visualization.
Financial Modeling
Financial forecasting, budgeting, and reporting with development of financial models and performance dashboards using Excel and Google Sheets.
Automation Development
Google Apps Script for automating data extraction, email processing, and file management workflows.
AI Implementation
LangChain-powered AI solutions for email classification and data extraction from documents.
Business Process Analysis
Optimization of procurement and payment workflows, automation of BOM and MRP processes to reduce manual efforts.
OCR/Data Extraction
Extraction of structured data from PDF documents including invoices and purchase orders.
Experience
Professional experience0 - 5 years
Freelancer since2024
Languages
EnglishNative speaker
Project history
Core team member managing financial forecasting, budgeting, and reporting directly to CEO. Developed financial models and performance dashboards. Automated BOM and MRP processes, reducing manual efforts by 40%. Optimized procurement and payment workflows, enhancing efficiency by 20%.
Developed Email Classification, Attachments & Data Extraction AI Agent triggered by Gmail incoming messages. Classifies emails via LangChain-powered AI, tags and routes messages, downloads PDF attachments and runs OCR/extraction, parses data into JSON.
Auto upload attachments from Gmail to Google Drive using Google Apps Script. Finds emails from specific addresses with specific titles, pulls PO numbers and details, saves attachments with unique date-stamped names as EML files.