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Fiverr Pro
English
$
USD
I will ai powered virtual assistant in finance
Highly Responsive
Known for exceptionally quick replies
About this Gig
Deals move fast. Your back office needs to keep up.
I provide dedicated virtual assistant services built exclusively for the financial sector business brokers, investment banks, M&A advisors, commercial lenders, and financial consulting firms. I don't just manage calendars. I manage deals.
With hands-on experience across business acquisitions, document control, CRM operations, and financial research, I slot directly into your workflow without a learning curve.
Full suite of services:
Deal & Transaction Support:
- Due Diligence
- NDA distribution and tracking
- Marketplace Management: Posting & Communications
- Document preparation: LOIs, Compliance Packages, Deal Summaries, Licensing Workflows
- Buyer and seller intake coordination
Financial Admin & Research:
- Business and market research reports
- Competitor analysis and comparable company research
- Financial data entry and spreadsheet management
- P&L summaries and basic financial formatting
- IRS and SARS, compliance, and regulatory document organization
CRM & Operations
- Full CRM management
- Deal pipeline tracking and status
- Email management and professional correspondence
Purpose:
Personal
My Portfolio
FAQ
How do you ensure the confidentiality of my financial data?
I sign NDAs upon request, use encrypted file-sharing platforms (e.g., Dropbox, Google Drive with 2FA), and follow best practices for data handling to keep all sensitive information secure.
Which software and tools are you proficient in?
I work seamlessly in Microsoft Excel, Google Sheets, QuickBooks, Xero, Trello, Asana, Slack, Zoom, and most CRM platforms. If you use another tool, I’ll quickly learn and adapt.
How do we communicate throughout the project?
We can use Fiverr messages, email, Slack, Microsoft Teams, or Zoom—whichever channel you prefer. I provide proactive updates at every major step.
