Finance Customer Data Insights -- 2

@MashoodurRehman1

I am a detail-oriented analyst with expertise in finance sector customer data analysis. I can prepare and clean raw customer records for analysis in SQL or Python, conduct exploratory and descriptive analysis, and develop concise visual dashboards in Excel, Tableau, or Power BI. I understand the importance of data security and confidentiality, and I am comfortable working under NDA. I have a track record of customer analytics within banking and fintech, and I can provide practical recommendations grounded in the data.

@engineerscarlett

I am CMA professional and member of recognized body of professional accountants. My core expertise are in cost accounting, financial accounting , corporate financial reporting and financial management. I have good understanding and implementation skills of IFRS and IAS’s . Other supporting skills include vast experience in Excel and QuickBooks , therefore I am better able to assist you . I hope that you will consider my services .

@Microlent

Dear Hiring Manager, I am excited about the opportunity to help you transform your finance sector customer data into actionable insights. With a keen eye for detail and a passion for data analysis, I am confident in my ability to deliver the results you are looking for. My expertise lies in data preparation, exploratory and descriptive analysis, visual presentation, and insight reporting. I have experience working with SQL and Python for data manipulation and analysis, as well as creating informative dashboards in Excel, Tableau, and Power BI. I understand the importance of data security and confidentiality in the finance sector and am committed to upholding the highest standards in this regard. I am comfortable working under NDAs and using secure file-transfer methods to protect your sensitive information. I have successfully completed similar projects in banking and fintech industries, and I am eager to bring my skills and experience to your project. Please review my portfolio for examples of my past work in customer analytics. I am ready to collaborate with you to uncover valuable insights from your customer data. Let's discuss how we can work together to achieve your goals. Looking forward to the opportunity to work with you. Sincerely, https://www.freelancer.com/u/Microlent

@sajjadtaghvaeifr

Hello, I trust you're doing well. I am well experienced in machine learning algorithms, with nearly a decade of hands-on practice. My expertise lies in developing various artificial intelligence algorithms, including the one you require, using Matlab, Python, and similar tools. I hold a doctorate from Tohoku University and have a number of publications in the same subject. My portfolio, which showcases my past work, is available for your review. Your project piqued my interest, and I would be delighted to be part of it. Let's connect to discuss in detail. Warm regards. please check my portfolio link: https://www.freelancer.com/u/sajjadtaghvaeifr

@TheRSTeam

Hi, I am a data analyst/statistician and Economist with more than 6 years of experience. I can do your project, Please take time to check my profile and then you decide to contact me.

@softsolution2000

With my expertise in Python, SQL, Statistics, Research Writing, and Statistical Analysis, I am well-equipped to handle the Finance Customer Data Insights -- 2 project. I have a proven track record in customer analytics within the finance sector, ensuring that I can deliver the actionable insights you are seeking. Rest assured, I am comfortable with data security protocols and confidentiality requirements. Let's discuss the project scope to align the budget accordingly, as I am committed to providing high-quality results within your constraints. Excited to kickstart this project and showcase my skills. Please go through my profile its 15 years old see the work I did over the years. No Win No Fee means that your satisfaction is my utmost priority. Lets discuss the job details. Moreover, I am willing to start the job and perform tasks without even being hired; it is just to show my commitment to this project. Looking forward to hear from you.

@maximg10

Hello Rosy, I am thrilled about the opportunity to work on your finance customer data insights project. I bring over 8 years of expertise in statistical analysis, Python, SQL, data visualization, and research writing, making me a perfect fit for your requirements. I will meticulously handle data preparation, conduct exploratory and descriptive analysis tailored to the finance sector, create visually appealing dashboards/charts in Excel, Tableau, or Power BI, and craft a comprehensive insight report with practical recommendations. If you have any questions or would like to discuss the project further and how I can assist, we can set up a meeting. Thanks, Maxim

@saba106

I am an expert statistician, Research Writer, and data analyst with more than eight years of experience. I have full command of Excel analysis, SPSS, STATA, R LANGUAGE, AND PYTHON. I am an expert in creating time series prediction models, working with survey data, conducting marketing analysis, building estimators, and medical analysis. I am a perfect match for your project share other details of the work so I can start working on your project. Will complete task on time.

@KolmanOuassou

Hi, I'm a data analyst, statistician, and economist with over six years of experience. I understand the requirements of your project and have the skills to deliver high-quality results. To better tailor my approach, could you please review my profile for more details on my previous work and client feedback. Looking forward to your response. Best regards,

@SakibKaiser

Hello, I'll transform your finance customer data into a strategic intelligence asset with actionable segmentation, trend analysis, and executive-ready visualizations—all under strict data security protocols. Technical Approach Phase 1: Data Engineering -ETL pipeline in Python (pandas) or SQL (PostgreSQL/MySQL) -Deduplication via fuzzy matching + validation rules -Standardization: date formats, currency codes, customer IDs -Output: cleaned dataset with 99%+ accuracy, audit log included Phase 2: Descriptive Analytics -Demographics: Age bands, income quartiles, geography, product holdings -Behavioral: Transaction frequency, channel preferences, seasonality patterns -Cohort Analysis: Acquisition vintage, retention curves, LTV segments -RFM Segmentation: Recency-Frequency-Monetary clustering for targeting Phase 3: Visualization Layer Power BI interactive dashboard (4-6 pages): -Customer Overview (KPIs, demographics) -Behavioral Trends (monthly activity, product adoption) -Segmentation Matrix (high-value vs. at-risk cohorts) -Growth Opportunities (untapped segments, cross-sell potential) -Drill-down filters: region, product type, customer tier Phase 4: Insight Report 8-10 page executive summary with: -Top 5 findings (quantified impact) -Anomaly flags (churn spikes, dormant accounts) -3-5 prioritized recommendations with ROI estimates Ready to unlock strategic value from your customer data with bank-grade security. DM me. Best Regards, Sakib A.

@va01v

Hello Rosy, I am excited about the opportunity to analyze your finance sector customer data and provide actionable insights. With 25 years of IT experience, ranked 2 in the UK, I specialize in transforming complex datasets into clear, compelling narratives that drive strategic decisions. I will start with meticulous data preparation, ensuring that your raw customer records are cleaned, deduped, and structured for optimal analysis in SQL or Python. My approach includes exploratory and descriptive analysis, where I will deliver summary statistics, cohort breakdowns, trend lines, and effective segmentation tailored to the finance context. Additionally, I will create visually engaging dashboards or charts using Excel, Tableau, or Power BI that present insights in an easily digestible format for your stakeholders. I will also provide a concise insight report highlighting key findings, anomalies, and practical recommendations based on the data. What specific metrics or KPIs are you looking to analyze within your customer data? Thanks, ALESSIO

@RabailFarrukh

I am a skilled Python developer with a passion for leveraging AI technology to extract valuable insights from data. Your project on finance customer data aligns perfectly with my expertise. I can handle data preparation, exploratory analysis, and visual presentation using advanced tools like Python and Tableau. With a keen eye for detail and a commitment to data security, I am confident in delivering actionable insights that drive growth opportunities for your finance sector. My experience in customer analytics within fintech environments makes me well-suited for this project. Let's collaborate to transform your customer data into strategic business insights.

@quan9824

As a Full-Stack Developer with a strong inclination towards data analysis, I'll be the perfect fit for your Finance Customer Data Insights project. My diverse skillset in web scraping, Python-based analysis, as well as proficiency in data manipulation using SQL will help me ensure that your raw customer records are accurately cleaned, deduped, and structured for impactful analysis. When it comes to delivering actionable insights, I leverage my deep understanding of data visualization techniques paired with advanced statistical analysis to present information in a way that is easy to grasp yet insightful. I am proficient in the usage of tools like Excel, Tableau, and Power BI to create concise dashboards and charts, allowing stakeholders to derive meaning at a glance. For me, clients' satisfaction goes beyond delivering on time. It's about building relationships based on trust and consistently exceeding expectations – something that my 100% Job Completion Rate and Best Reviews mirror. Let's dive into your project together; your data security and confidentiality are always guaranteed under NDA terms!

@mykhaylob4

✋ Hi there. I can design a clean, modern logo and build a fast, responsive portfolio website that fits your brand from the start. ✔️ I have strong experience creating visual identities and developing portfolio sites that highlight work clearly and load quickly. I focus on simple navigation, balanced typography, and layouts that look great on all screen sizes. The logo will include color, one-color, and favicon versions, all delivered in vector and web formats with clear brand specs. ✔️ For the website, I’ll develop a responsive layout with About Us, Services, and Contact pages, along with an easy-to-update project gallery. I’ll also handle basic SEO setup and prepare handoff notes so you can manage content without any technical steps. ✔️ I’ll make sure both the design and site feel consistent, minimal, and professional, giving your company a strong and lasting first impression. Let’s discuss your preferred design style and the launch timeline. Best regards, Mykhaylo

@maksymh31

Hello Rosy, To effectively tackle your project on finance customer data insights, my first step will be to thoroughly explore the structure and quality of the raw customer records. With a focus on data preparation, I will clean and dedupe the records using SQL or Python to ensure accurate analysis. Following this, I will conduct exploratory and descriptive analysis to derive summary statistics and identify key cohort breakdowns. This will help us understand customer behaviors and pinpoint potential growth opportunities in the finance sector. For visual presentation, I will create intuitive dashboards in Excel, Tableau, or Power BI, ensuring stakeholders can easily interpret the findings. Lastly, I'll compile an insight report that highlights key findings, anomalies, and actionable recommendations based on our analysis. What specific metrics or key performance indicators are you most interested in uncovering from your customer data? Thanks, MAKSYM

@DGM999

Hello, I’ve carefully reviewed your project and know exactly how to deliver results that are strategic, efficient, and tailored to your goals with no wasted time or guesswork, just real, measurable value. With several years of hands-on experience in Python, SQL, Statistics, Research Writing, Statistical Analysis, SPSS Statistics, Data Visualization, Data Analysis, I bring not just expertise but a track record of delivering results that help clients move forward with confidence. My Portfolio: https://www.freelancer.ca/u/DGM999 If you’re looking for reliable, quality-driven support, I’m just a message away. Let’s make it happen. Best Regards, Sadat Saeed

@mjanithbandara

Hello, With my extensive skillset in web and app development, as well as database management using SQL and Python, I am uniquely positioned to dive into your customer finance data head-on. My proficiency in MySQL, PostgreSQL, and AWS RDS Management means I can expertly handle the data preparation phase, ensuring the records are cleaned, deduplicated, and structured optimally for analysis. The strong programming skills I possess will enable me to deliver on the second aspect of your project description - the exploratory and descriptive analysis. I am adept at using such tools to derive actionable insights from complex datasets. Lastly, regarding your need for visual presentation and concise report narratives, I excel with Excel! My familiarity with Tableau and Power BI helps me create easily understandable dashboards that tell compelling stories from data. As an added plus, my AI background gives me an edge when tasked with identifying trends and spotting opportunities for growth within your customer base. Regards, Janith.

@ivicab6

Hello, I've worked extensively on customer data insights in the finance sector, transforming complex datasets into clear, actionable narratives. My experience includes data cleaning, SQL and Python analysis, and creating intuitive dashboards in Tableau and Power BI that highlight growth opportunities. I'm also open to starting with a small test task if you'd like. Thanks, Ivica

@chiragpipal

I understand the need for clean, professional, and clear financial data analysis to drive actionable insights in the finance sector. Our team is experienced in data preparation, exploratory analysis, visual presentation, and report creation tailored for finance contexts, ensuring seamless insights for growth opportunities.\n\nHandling data security and confidentiality is our priority, with previous experience working under NDAs and using secure file-transfer methods. We excel in creating user-friendly dashboards and reports in Excel, Tableau, or Power BI, making it easy for stakeholders to understand complex data sets. You won't find a team better aligned with what you're looking for.\n\nI have worked on similar projects offsite and have a 5 years experience! I’d love to chat about your project! Worst case, you get free advice that can guide your project.\n\nRegards, Chirag.