Hi,
I am a professional accountant with ACCA and CFA Level 2 certifications. With 12 yrs experience in financial management, I have worked with various ERPs, including Xero. My expertise also lies in handling multi-year large reconciliation projects, where I have honed my attention to detail and focus skills. I have found Xero's auto bank reconciliation setups as one of the best since they greatly simplify reconciliation tasks.
During my tenure, I successfully managed the books of large institutions and prepared financial reports compliant with IFRS standards. This experience has fortified my reporting and expense categorization skills, and I possess a knack for imparting these skills through knowledge-sharing.
Regarding our workflow, I propose analyzing the volume of the task and breaking it down into manageable sections. Subsequently, importing bank statement into Excel and uploading it to Xero. My focus would then shift to resolving unmatched items by analyzing each transaction. Collaboration with you is pivotal, given your intimate knowledge of the business transactions, which aids in accurate categorization.
Lastly, I am keen on venturing into the freelancer community and build a positive reputation. Thus, I am eager to undertake this assignment to achieve this objective. Your trust in entrusting me with my first task would be greatly appreciated.
PS: I am @aneshsh1. I was not able to edit my bid, created this account for detail bid. Apologies for the inconvenience.