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Rating is 4.8 out of 5.
4.8/5
based on 774 client reviews
  2. Finance & Accounting Talent
  3. Management Consultants
  4. (Current) Business Modeling Specialists
  • US$45 hourly

    • 5.0/5
    • (199 jobs)
    Client-Oriented Financial Modeling Solutions I can develop a customized financial model, tailored to your unique needs and objectives. Whether you are a startup or an established company, I can translate your business idea into a comprehensive Excel model. What I Can Do for You: • Excel Financial Models: Turn your business concepts into dynamic, bottom-up models. • Business Valuation: Utilizing DCF, venture capital, and market comparables methods. • Investor Engagement: Help you capture investor interest by showcasing your business potential. • Ongoing Support: Beyond project completion, I offer continuous support to ensure the models meet your evolving business needs. • Integration with QuickBooks/Xero: Seamless integration for real-time financial updates. My Approach: • Listening and Understanding: I start by understanding your business model and goals, ensuring that every aspect is captured in the financial model. • Dynamic and Custom Solutions: I create advanced, dynamic models to solve your specific challenges. Test all kinds of scenarios by editing simple inputs and review results with dynamic dashboards. • Diverse Sector Experience: From macadamia nut farming to hardware-as-a-service, I have worked with a variety of industries, providing tailored financial insights. The key goal is to develop the optimal solution for you. Since every company and business is unique, my focus is on actively listening to you. By understanding each aspect of your company and every objective you have, I can develop a clear path to achieve them. Let's collaborate to drive your business to success!
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Valuation
    Forecasting
    Startup Company
    Financial Analysis
    Financial Analysis & Valuation
    Startup Consulting
    Cash Flow Modeling
    Cash Flow Analysis
    Financial Modeling
    Financial Planning
    Company Valuation
    Pro Forma Statement
    Financial Report
  • US$165 hourly

    • 5.0/5
    • (165 jobs)
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • US$100 hourly

    • 4.9/5
    • (3 jobs)
    ENTREPRENEUR & VENTURE BUILDER, PERSONAL PROFILE With prior experience in investment management with a regional venture capital, she grew ventures valuing over US$50 mil; and built a B2B SaaS innovation arm for a Fortune 500 company. Having strong passion for startups, she also provides advisory and fundraising work for startups.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Microsoft PowerPoint
    Business Cases
    Microsoft Excel
    Pitch Deck
    Budget Proposal
    Business Consulting
    Business Innovation
    Competitive Analysis
    Business Presentation
    Agile Project Management
    Microsoft Word
    Business Plan
    Strategy
    Financial Analysis
    Business Analysis
  • US$70 hourly

    • 4.9/5
    • (187 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Business Proposal Writing
    Venture Capital Consulting
    Business Valuation
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • US$240 hourly

    • 4.9/5
    • (111 jobs)
    I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Communications
    Business Plan
    Marketing Strategy
    Corporate Strategy
    Corporate Brand Identity
    Business Coaching
    Business Management
    Product Marketing
    Product Management
  • US$175 hourly

    • 4.9/5
    • (111 jobs)
    Your B2B business is growing but you don't feel in control. You want to launch a new product or startup but are unsure of the next steps. Growth is uneven. I’ve been there too. It's often about bringing Clarity to Clutter! TESTIMONIALS FROM SOME OF MY CLIENTS: “George has been an outstanding partner in developing a well thought out and effective business plan” “He has been a valuable advisor and coach for my business. George has helped me think through and put in place systems for realizing more predictable growth and managing more growth profitably.” “George was great to work with. He has great business knowledge and had awesome ideas and insights.” “Excellent business writer, very knowledgeable and extremely communicative.” NOT MANY FREELANCERS HAVE SUCH DIVERSITY OF EXPERIENCE AND ABILITY TO DELIVER VALUE... Business leaders need partners that can bring a seasoned perspective but also deliver what’s needed today. You need help to focus on what’s most important today, fix it, and then move on to the next area. My clients have built momentum for a new product or new business launch. They have turned their operations around to regain the growth and profit momentum they once had. For the last three decades, serving as an operating executive and consultant, I’ve learned that leaders know when they need help. The bigger problem can be defining the problem and identifying the right help to address it. When stuck, you need perspective and insight. Someone that has been where you are, that can quickly see what you’re facing, and offer valuable input. But, having only advice doesn’t always move the needle. You need value delivered to help regain or build momentum. Here are a few examples: •Writing a business plan –for a startup, restructuring or launching a new product begins with grasping the vision, considering all elements that contribute to or inhibit success, modeling financially, and then constructing a story that simply and realistically communicates this to investors, partners, customers or employees. •Startup plans – keep it simple, testable, and flexible until customer value is identified, with a low-cost, scalable business model. •Investor presentations – tell a compelling, understandable and emotional story that resonates. •Market research – identify the market segments and customer influence points before launching. For non-profits its developing campaigns that target all the constituencies. •Go to Market plans – taking a product or service to market needs well-designed marketing and sales programs that are cost-effective and coordinated. •Operational improvement – identifying what’s working and what needs changing, positioning for growth or stability, declaring the key metrics that indicate progress. •Financial projections - modeling change that manages cash flow and projects profits aligned with the vision. For non-profits, it’s starting from the beginning each year to identify the funds needed. Your business needs constant care and continuous change. Staying focused on what’s most important until it’s addressed is one of the biggest challenges you face. My broad perspective helps me keep you laser-focused. I could go on and on. I am a student of business and love to dig deep and share ideas. But I'd rather hear about what you’re facing today... To be candid, I stay busy and rarely have time to take on a new client. Even then, I screen very carefully to make sure it's a good fit. So if you need something in a rush, done cheap, or doesn’t require much thinking, please look elsewhere. It will save us both time and energy. Otherwise, feel free to contact me using one of the buttons at the top of the page, and I'll do my best to get back to you ASAP. Best, George
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    B2B Marketing
    Corporate Strategy
    Business Analysis
    Business Writing
    Startup Consulting
    Business Planning & Strategy
    Business Coaching
    Business Plan
    Financial Analysis
    Management Consulting
  • US$150 hourly

    • 5.0/5
    • (8 jobs)
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • US$90 hourly

    • 5.0/5
    • (37 jobs)
    M&A professional and LSE Graduate, experienced across the full transaction cycle. I would be happy to help with any aspects of market research, M&A transactions (diligence, modelling, closing items, pitch books), or business plan creation. I also have extensive experience in ESG and Impact Investing, including company- and portfolio-level implementation, overall advisory, and fundraising.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Mergers & Acquisitions
    Business Consulting
    Modeling
    Investment Research
    Acquisitions
    Financial Modeling
    Microsoft PowerPoint
    Private Equity
    Sourcing
    Market Research
    Microsoft Excel
    Data Analysis
  • US$200 hourly

    • 5.0/5
    • (95 jobs)
    ALL YOU NEED TO KNOW: I combine 2 skills sets very well 1) I am highly analytical (proforma, feasibility analysis, market studies) 2) I am very design oriented (pitch decks, presentations, drone videography) NOT CONVINCED? HERE'S MORE ABOUT ME: Since 2014 I have worked as a freelancer focused on CRE, with clients ranging from a large property/asset management firm to an EB-5 Capital broker dealer, where I've done financial modeling, acquisition underwriting, investment pitch deck creation, and waterfall modeling. I worked at Marcus and Millichap (acquisitions/asset management, 6 years), RSG Inc. (Real Estate Consultant to Cities, 3 years), Wesco Homes and K.Hovnanian Homes (Planning, Entitlements, 2 years), and freelancer for 3 years. I have an MBA from UC Berkeley, an MA in Urban Planning from UCLA, and a B. Arch in Architecture from Cal Poly Pomona. The reason I am an ideal consultant, is that I work closely and iteratively with the client to ensure that the work delivered is of the highest quality, but is also analyzed and thought all the way through.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Financial Analysis
    Microsoft Excel
    Argus
    Financial Modeling
    Presentations
    Microsoft PowerPoint
  • US$125 hourly

    • 4.9/5
    • (131 jobs)
    I am a sales and marketing data analytics expert. I have led large departments and crunched numbers for multi billion dollar companies. Let me put that expertise to work for you to address your business insights and operations projects. I am available for coaching, training, and project execution: from large to small, quantitative analysis to qualitative problem solutions. Examples of work I have done include: ✦ Client ready tools: estimator, pricing and quote generator, invoice generation ✦ Analytics: Cohort analysis, ROAS, Conversion, Forecast tools ✦ Financial: P&L, CRE investment analysis For over 25 years I have helped clients better understand their business by transforming data into insights. I am an Excel expert with experience in VBA automation, data extraction, functions such as XLOOKUP, INDEX/MATCH, IF, Power Query, Financial functions, statistics and trending. I am skilled at data cleaning and validation, workbook creation, automation and more. 10 years of consulting and 15 years as a lead of an analytics support team have honed my client services and dedication to getting the job done right. I have advised executive leadership of some of the country’s largest pharmaceutical firms - let me help your business flourish.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    KPI Metric Development
    Airtable
    Data Segmentation
    Analytics Dashboard
    Automation
    Financial Analysis
    Data Cleaning
    Power Query
    Looker Studio
    Analytical Presentation
    Google Sheets
    Data Analysis
    Microsoft Excel
    Business Intelligence
  • US$110 hourly

    • 4.8/5
    • (17 jobs)
    I will help you make sense of the operational issues keeping you up at night. I have been doing Business Analysis and Plan development work for over 30 years and have the business acumen, skills, and experience to add value from day one. Clients tell me that I have a unique ability to identify and articulate the "business" objectives that fuel their processes and solutions. As a result, I'm able to help research and specify transformative improvements. And, because improvements require investments, I have extensive experience building business cases and financial models needed to prioritize and identify funding requirements, making it easier for you to decide what works for your budget and timeline objectively. Depending upon the stage of growth and the scope of the project I might be delivering: • Business Models • Business Plans • Target Business Architectures • Solution Roadmaps • Process Diagrams • Business Requirements Documents • 3rd Party Software Analysis and Vendor Recommendations • Business Cases and Funding Requests / Pitch Decks Here are some comments from past clients. "(Keith) is an able communicator with the ability to help individuals and organizations discuss changing landscapes and business evolution in order to assess organizations objectively." Chris Marshall - CEO, ECCO Safety Group. "(Keith is) a visionary and strategic thinker. He is a leader that really drives the organization to think about how to do things differently from both a process and a solutions perspective. Keith thoroughly understands how to optimize an organization and how to plan the transition over a period of years." Debra Ryan - Director, HP "His creativity, dedication and will to win drive amazing improvements across the enterprise, and his passion for customers is exemplary. " Lucille Trickett - Director, HP
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Project Management
    Business Cases
    Budget Management
    Market Research
    Business Plan
    Requirement Analysis
    Business Consulting
    Strategic Plan
    Digital Transformation
    Business Process Modeling
    Business Process Reengineering
    Business Analysis
  • US$100 hourly

    • 5.0/5
    • (57 jobs)
    As an expert vetted specialist, rated among the top 1% of candidates, I have a 28-year career in industry-leading operations and project management. My forte lies in conceptualising transformative strategies based on first principles and reverse engineering - enhancing performance and collaboration whilst serving a broad spectrum of sectors. I excel in crafting scalable solutions tailored for lean, agile startups, as well as enterprise global entities, with a steadfast commitment to incorporating the latest technology to augment my services offering. I am resourceful and prioritize your business objectives, offering flexibility across all time zones and ensuring my dedication aligns with your business needs. Specialized Services: Strategic Development: Employing an array of analytical tools and frameworks, I provide strategic insights and planning that propel sustainable growth and furnish leadership teams with decisive direction, raising brand awareness and enhancing value proposition. Project and Program Management: Adept in steering complex projects with a versatile array of methodologies, ensuring rigorous planning, risk management, and collaborative cross-functional team governance. Contract management and dispute resolution. Carried out numerous forensic consulting exercises on schemes ranging in size, with the largest being a significant £18 billion in central London. Operations Management: Streamlining operational practices for enhanced cost efficiency, optimizing contractor engagements (including negotiating favourable SLAs), resolving supply chain and logistics elements, and ensuring the seamless operation of daily activities. Crafting and refining systems and processes across departments for superior operational synergy and efficiency, with a natural aversion to the 'silo effect'. Process Optimization and Automation: Advocating for streamlined processes and optimized tech stacks, promoting Universal Process Notation, and developing SOPs and automated workflows for superior operational performance. The aim is to cater to the audience rather than other process specialists - with the net result being simplicity as the driving force. Change Management & Digital Transformation: Ensuring smooth adoption of new systems and processes to minimize operational disruptions and maintain sustained business continuity. My experience spans numerous industries, empowering me to deliver bespoke solutions that tackle specific challenges and seize opportunities within various sectors. Notable Achievements: - Strategic Project Recovery: Engineered a turnaround strategy for a significantly delayed project, valued circa £1.2 billion, establishing new benchmarks and securing substantial profit - Digital Marketing and Sales Enhancement: Amplified sales by 30% through strategic digital marketing efforts and the launch of multilingual websites - Efficient Portfolio Management: Managed a £550 million portfolio of 375 projects, fostering efficiency and excellence - Operational Process Re-engineering: Successfully consolidated 36 processes into 18 more streamlined operations, implementing Monday.com and training a team of nearly 100, bolstering workflow and establishing a centralized PMO for one of Dubai's largest banks - Several successful self-implementations of EOS - Consulted on numerous instances with regard to the establishment and growth of startups in various sectors - Saved a client $50k by using the contract to challenge an EOT claim and made a successful counterclaim - My process work hangs on the walls of Anglo-American as part of the Anglo Preferred Way (APW) initiative - Head hunted to salvage a multi-billion dollar JV between a private entity and a parastatal. Implementing structure, processes, systems, hybrid methodologies, and an aggressive risk mitigation approach. The scheme, initially delayed by six months, was delivered with a two-week float. With a progressive skill set that includes startup consulting, compliance, and digital transformation, I am primed to navigate and leverage market trends and regulatory landscapes to your advantage. My dedication to continuous improvement is underscored by my ongoing pursuits towards a PMP and an MBA in Strategic Consulting, complimented by a comprehensive suite of certifications and specialisms in system solutions, be it in the form of Monday.com Work Management & Sales CRM, ClickUp, Trainual, as well as project and program management methodologies - often enough utilizing a hybrid in order to maximize efficiency. My commitment to understanding client needs and conceptualising bespoke solutions ensures that your business not only achieves but surpasses its strategic objectives.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Process Improvement
    Project Management
    Program Management
    Project Management Office
    EOS
    Organizational Design & Effectiveness
    Compliance
    International Business
    Business Operations
    Business Continuity Planning
    Digital Transformation
    Change Management
    Strategic Planning
    Business Consulting
    Management Consulting
  • US$15 hourly

    • 5.0/5
    • (463 jobs)
    **************Faster, Better and Cheaper*************** I would like to thank you for taking the time to read through my profile. A problem solver at heart, driven by a fascination with understanding relationships between people, processes and how they interact with the world around them. I’m passionate about learning and constantly feel the need to challenge myself mentally. I take particular interest in producing data driven insight that affects real world outcomes. I value your time ,quality commitments and will take whatever steps are necessary to honor them. Give me a shot and let me show what I can do for your business. I am a dedicated and smart worker. Progressive and result oriented professional. Good in problem analysis and solution driver. Love challenges!. I am a Six Sigma Consultant/Data Analyst and having more than 19 year of experience in Various industry. Expert in.. Six Sigma Statistics R - Programming Tableau Excel Expert Amazon Seller Central/Jumia/Souq You can Hire me when you need help in:- Power BI, DAX, M Language, Setup Data Alert, Power BI Services, Calculated Fields, Power Query, Power Automate, Excel, Dashboard, Data Analysis and Data Visualization. My Area of Expertise are In Power BI ✅Power BI Expert ✅Data Modeling ✅Data Transformation ✅Dynamic Measure ✅Calculated Field ✅Business Intelligence ✅Setup Data Alert ✅DAX ✅Excel Formulas Why Me? ✔ Experience of 16+ years in serving global clients. ✔ 100% Job Success. ✔ Affordable Price with 100% Satisfaction GUARANTEE. ✔ Expertise and in-depth knowledge in diverse fields. Empowering businesses with automation, insights, and expertise! - VBA Excel macro automation - Excel dashboard creation - Data analysis and visualization with Power BI and Tableau - Excel and Six Sigma training for professionals Let me help you streamline your processes, enhance your data analysis, and upskill the team! So, are you ready for your growth! 📈 Let's get started! 🚀
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Statistics
    Data Analytics
    Data Analytics & Visualization Software
    Data Analysis
    Power Query
    Operations Analytics
    Lean Consulting
    Amazon Seller Central
    Minitab
    Six Sigma
    Data Cleaning
    Data Entry
    Excel Macros
    Microsoft Power BI Data Visualization
    Microsoft Excel
  • US$181 hourly

    • 4.9/5
    • (50 jobs)
    Are you an entrepreneur that wants to take it to the next level? 100% of my coaching clients have shared they are more clear, inspired and energized after working with me. Let me help you find your mojo! I am a Top Rated Plus Business Coach on Upwork with 100% satisfaction score, contact me today! ⚡︎I can help you if you are struggling with these challenges: ● "I have no idea on how to get started with my startup" ● "Life has been chaotic and I need to get clear on my direction " ● "I don't have the energy or motivation right now to grow my business" ● "I want to get to the next level and I am not sure how to get there" ● "I'm starting a new chapter in my life and I need someone to hold me accountable" ● "HELP! I'm overwhelmed and I don't know what to do next" I focus on working with entrepreneurs with startups or small businesses. The process: Who are you? You are the main factor in your success. Why should your business exist? A purpose. How do you do things? Something that makes you unique. What do you offer? Your product or service. All success revolves around the answers to these four questions. All failure comes from a lack of understanding these questions. This is my method. It does not matter if you are a startup or an existing business, this is the core of your work and journey. A client had dozens of business ideas, I helped him launch just one. A client stopped chasing 3 different startups and now is an executive in a new business. One client grew from 5 to 50 employees in just two years. Let's get on a call today! We can set up an initial zoom call in a free 30 min consultation and I will explain how my process will get you the results you are wanting. Best regards, Brian **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Career Coaching
    Business Analysis
    Business Consulting
    Personal Development
    Business Plan
    Leadership Development
    Startup Company
    Startup Consulting
    Growth Strategy
    Innovation Strategy
    Business Coaching
    Entrepreneurship
    Business Development
    Life Coaching
  • US$35 hourly

    • 4.9/5
    • (78 jobs)
    "Krutika is wonderful. She's exceptionally talented, a clear communicator, and a hard worker. She writes well, conveys ideas effectively, and has very strong technical skills spanning more technologies than most. I would unreservedly recommend her and look forward to working with her again at my earliest opportunity. " -Furgus R. (Tangle.ca) Hello, I am an organized and determined Business Analyst with over 6 years of experience. My expertise and specialization revolve around documenting software and effectively managing businesses for your application. As a business analyst, I possess the skills to conduct and execute various aspects of your project needs, ensuring its success. Expertise and Services: Requirements Development: I excel in developing comprehensive requirements that serve as the foundation for successful projects. This includes documenting Business Requirements, Software Specification Documentation, creating Use Cases, User Stories, and validating requirements to ensure accuracy and alignment with business objectives. Requirements Modelling: I have a strong grasp of conceptual modeling techniques that aid in visualizing and structuring system requirements. My expertise includes creating Use Case Diagrams, crafting Entity Relationship Models for conceptual to logical ERD transformation, and utilizing UML diagrams such as Use Cases, Sequence Diagrams, Class Diagrams, and Activity Diagrams. Prototyping/Wireframing: I possess the skills to create prototypes and wireframes that offer a tangible representation of the application's design and functionality. This enables stakeholders to provide valuable feedback and ensures alignment between their expectations and the final product. Database Designing: I have a solid understanding of database design principles. I can contribute to the design process, ensuring the database structure is optimized, efficient, and meets the specific needs of your application. SQL/PLSQL: I am proficient in SQL and PLSQL, allowing me to work with databases effectively. I can write queries, perform data analysis, and contribute to database-related tasks to support the project's objectives. By leveraging my skills and experience in these areas, I am confident in my ability to contribute significantly to your project's success. I am dedicated to delivering high-quality work, collaborating closely with stakeholders, and ensuring the alignment of business objectives with technical solutions. Thank you for considering my profile, and I look forward to the opportunity to contribute to your project's success.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Journey Mapping
    UML Diagram
    Flowchart
    Microsoft Visio
    Business Process Model & Notation
    Technical Writing
    Lucidchart
    Software Documentation
    User Stories
    Business Analysis
    Class Diagram
    Requirements Specification
    Requirement Analysis
  • US$125 hourly

    • 4.6/5
    • (29 jobs)
    I am a strategically focused individual with over 20 years of finance and accounting experience, which allows me to make sound recommendations through fact-based analytics. I can provide advisory work in areas such as financial analysis, financial modeling, financial planning, business development, business process improvement, strategy formation, business plan preparation, cost optimization, and QuickBooks Online.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Business Development
    QuickBooks Online
    Financial Reporting
    Analytics
    Business Innovation
    Financial Analysis
    Managerial Finance
    Problem Resolution
  • US$45 hourly

    • 5.0/5
    • (338 jobs)
    🙌🏽 600+ 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$75𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 𝗮𝗻𝗱 𝗗𝗲𝗰𝗸𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust "Absolutely incredible. I will work with Monica again. Extremely professional. We spoke just once and based on our conversation, she had a full grasp of our business. - Luis P, CEO of LJP Medical "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ Telling the most compelling story to investors through numbers in a Financial Model and through words in a Pitch Deck so they can raise funds successfully ✅ Building an intuitive and easy-to-use Financial Plan that allows them to run their business more effectively as small business owners ✅Advising startup founders on growth, fundraising, proven investor strategies, and financial management best practices Why I’m worth talking to ✅ I've done this a few hundred times before 🔎 I’ll “get” your business model right away without you having to do too much explaining 🕵️‍♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better 🚶🏽‍♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you, and can share what I learned Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent." - Felipe Azenha, CEO of CinderFit
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Investment Research
    Financial Analysis
    Financial Management
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • US$200 hourly

    • 4.9/5
    • (20 jobs)
    Are you a start-up or rapidly growing business in need of financial expertise to propel your success? Look no further! I am a highly experienced CFO offering top-notch financial services tailored specifically for start-ups and rapidly growing businesses. With over ten years of experience in public accounting, I have honed my skills as an auditor in prestigious accounting firms, including two Big Four firms and one national firm. Throughout my career, I have audited a diverse range of clients, spanning from startups to multi-billion-dollar companies in various sectors such as manufacturing, governmental, higher education, pharmaceutical, biotechnology, technology, semi-conductor, healthcare, industrial products, and retail. My expertise lies in handling both public and private clients, showcasing my versatility and adaptability in the field. With a proven track record in providing strategic guidance, financial planning, and analysis, I have the skills and knowledge to help navigate the complexities of your company's financial landscape. As a result-oriented CFO, I am dedicated to partnering with you to boost your profitability, optimize cash flow, and maximize your return on investment. From creating robust financial models to developing effective budgeting and forecasting strategies, I will work closely with your team to identify growth opportunities and drive financial sustainability. I will streamline your accounting processes, ensuring accurate and timely financial reporting to support informed decision-making. Moreover, I thrive in high-pressure environments, making me the perfect fit for start-ups and rapidly growing businesses. I understand the unique challenges and opportunities you face, and I possess the agility and adaptability needed to address them head-on. My expertise includes capital raising, financial risk management, and investor relations, vital elements in scaling and expanding your business. I pride myself on my strong attention to detail and my ability to communicate complex financial concepts in an easily understandable manner. By working with me, you can expect transparent and open communication, as well as a trusted partner who shares your passion for success. So, whether you require temporary CFO services or ongoing financial support, I am here to help you grow and thrive. Let's collaborate and take your start-up or rapidly growing business to new heights. Contact me now to discuss how we can work together!
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    CPA
    Bookkeeping
    Financial Analysis
    Financial Reporting
    Internal Auditing
    Business Plan
    Financial Accounting
    Intuit QuickBooks
    Internal Control
    GAAP
  • US$125 hourly

    • 5.0/5
    • (39 jobs)
    Having founded four private equity funds and thirteen startups, I have been on both sides of the equation - asking for, and setting the terms of, an early stage investment. I founded, Chaired, and served as CEO for thirteen startups, (three are listed on NASDAQ). I also served on twenty-three private and public boards. As a fund managing partner, seventy-two companies received more than $350 million in first and second round funding returning more than seven times the original investment. I have the experience and knowledge to help you create a unique business plan, calculate your current and future valuation, optimize your strategic objectives, implement required Key Performance Indicators, install the appropriate level of governance, and/or perform a balanced score card assessment. Most importantly, I can maximize the impact your business proposal will have on any investor audience from a private investor to partnering institutional funds.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Sales
    Financial Projection
    Business Services
    Business Planning & Strategy
    Business Consulting
    Executive Coaching
    Business Coaching
    Startup Consulting
    Business Development
    Financial Analysis
    Business Analysis
    Business Plan
  • US$160 hourly

    • 5.0/5
    • (338 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • US$150 hourly

    • 4.9/5
    • (141 jobs)
    I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Process Improvement
    Product Design
    Product Management
  • US$79 hourly

    • 4.8/5
    • (472 jobs)
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Financial Report
  • US$99 hourly

    • 4.9/5
    • (209 jobs)
    I am a financial analyst with 10+ years of experience working at a top Wall Street bank and as an independent financial consultant. I specialize in building complex financial models and have built 1,000+ models for companies that represent every industry and fundraising stage. My clients include major VC's, startups, and multinational corporations. To date, my models have been used to raise more than $1 billion in debt and equity capital. I have significant expertise in the FinTech, SaaS, Ecommerce, Franchise, Manufacturing/logistics, and Energy industries. I believe in the mantra: "Garbage in, garbage out". Building a financial model/analyzing any type of financial data is pointless if you don't first understand the economics of the underlying business. I seek to understand the message behind the numbers and build models that demonstrate that message without needless complexity. Every business is unique and the model I build for you will be too. My goal is to capture the forces that drive your business in a succinct, professional, and user-friendly form that will produce real insights about the nature of your pricing, operations, and scale. Pricing: New models: New models are priced on a fixed-price basis, with premiums being added for complexity and quick turn arounds. This ranges from $1,500-$4,000. The fixed-price includes an initial planning sessions, the first draft of the model, and a loom video walking you through every component of the model. After the first draft has been submitted, all subsequent changes will be billed on an hourly basis. The first draft typically encompasses 80-90% of total work. The first draft typically takes one week to complete, but for a premium price, I am able to turn around models in 2-3 days. Hourly work: hourly work at my profile rate is completed on a first come, first serve basis. Please allow for 2-3 business day turn arounds for requests at this rate. Given the volume of requests I receive, daily iterations are generally not possible. If you would like quicker turn arounds, I offer a priority rate 20% higher than my profile rate. If you hire me at this rate, I will prioritize your requests above all projects at my profile rate and can offer turn around times of 1-2 business days. FAQ's: Q: Do you build 3-statement models? A: Yes! ALL of my models roll-up to 3 balancing financial statements. This is an important quality control check that I use to error-proof my models. For that reason, I am unwilling to build income statement models (no balance sheets/statement of cash flows). Q: Can you provide non-modeling services (pitch decks, accounting, equity research)? A: As a freelancer, my strategy has been to focus on my area of max value-add, which is financial modeling. This has allowed me to scale my skillset to a high level. I am extremely efficient at modeling and am able to add significant value relative to my fees. Although I am capable of building pitch decks and completing other tasks that are expected of generalist financial analysts, my value add is much lower and time spent on these projects takes away from my capacity to take on modeling projects. Thus, I generally do not accept non-modeling requests. If your project includes a non-modeling component, I would recommend hiring a freelancer who specializes in those tasks for that portion of the project, as they will be a better value than me. Q: I already have a model. Can you update it? A: It is almost always the case that building a new model from scratch will be quicker and of a higher quality than attempting to modify an existing model that I didn't build. Thus, I am unwilling to work with existing models. However, an existing model can serve as an excellent starting point for collecting key inputs and planning a new model. Q: Are you available for model updates after the initial model is built? A: Yes! The vast majority of my clients are long-term relationships that began with an initial model build. Once your model is built, I am available to provide ongoing support at a cost that is much lower than hiring a full-time FP&A employee.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Valuation
    Financial Analysis
    Business Plan
  • US$72 hourly

    • 4.7/5
    • (215 jobs)
    Manual, unorganized, and monotonous tasks are something all businesses have to deal with. But what if they didn't have to? Think of all the time and money saved from turning a simple, but time consuming task into something that can be accomplished with a click of a button. That's where I come in! Excel VBA, Userforms, and complex functions are where I shine and feel there are endless opportunities with these tools. Paired with these, I've been able to gain a vast understanding of Data Visualization. As a BI Developer for a Fortune 500 company for 5 years, I've learned the best practices of visualizing data. During my progress on the project, you'll read a daily list of tasks complete, bugs I run into, and most commonly, a screen recording of the project in action. Full transparency and communication is very important to me! Excel Expertise: -Complex functions -Pivot Tables -Pivot Charts -VBA Macros -Excel Userforms -Data Manipulation BI Expertise: -Tableau -Excel -Cognos -PowerBI I can't wait to partner with you and see how my experience can fit into your project. Please don't hesitate to reach out. Your time, budget, and project are my number one priority. Let's get to work!
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Macro Programming
    Data Analysis
    Cognos
    Microsoft Power BI
    Tableau
    Microsoft Excel
  • US$80 hourly

    • 4.8/5
    • (58 jobs)
    Upwork expert-vetted, dynamic and motivated individual with an MBA and Industrial Engineering degree. Dependable and organized team player with the ability to communicate effectively and efficiently. Skilled at building relationships with employees across all levels of an organization.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Industrial Engineering
    Flowchart
    Business Process Modeling
    Business Process Reengineering
    Lucidchart
    Process Engineering
    Process Improvement
    Microsoft Visio
    Continuous Improvement
    Lean Consulting
    Lean Manufacturing
    Six Sigma
    Financial Analysis
    Business Analysis
  • US$175 hourly

    • 5.0/5
    • (5 jobs)
    I am an entrepreneur at heart, I created my first business and grew it to almost $20,000,000.00 in sales, then sold it for a profit. Currently I work as an adviser to startups and restructurings. I can take your startup to the next level, I can be your interim CEO, CFO, COO, CRO or CMO. I have built 100+ investor ready business plans, financial models, Investor decks, executive summaries, cash flow models, pro-forma P& L, Balance Sheets and start-up plans. I develop Go-To-Marketing Strategies, Online Marketing Strategies and fine tune Product/Market Fit. I have probably seen what you are trying to do. I have created plans and decks that have led to multiple investor presentations and investments between $100,000.00 and $1,000,000.00. I work with businesses to create and refine their plans and models to craft a cohesive launch or restructuring plan that helps companies grow. I build and review all aspects of starting a business, from the initial Business Plan to the Exit Strategy and everything in between. I create Financial Models that show Cash Burn, Pro-Forma P&L and Balance Sheets. I create Financial Models for SaaS and Subscription Revenue businesses. I create Financial Models for Retail E-commerce and Direct Sales Platforms. I write Business Plans so that they make sense and are consistent with their message, and with an eye towards the audience that will be reading them. I build Compensation Plans including Salary, Commission and Bonus Structures I create CAP Tables Design Exit Plans I do 409A Evaluations Recently I helped founders justify their business model, which resulted in submitting 7 of them to an Angel Group for review and possible investment.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Grant Proposal
    Grant Writing Consultation
    Grant Writing
    Strategy
    Business Consulting
    Sales Strategy
    Startup Consulting
    Business Management
    Business Strategy
    Financial Modeling
    Financial Planning
    Business Plan
  • US$85 hourly

    • 4.8/5
    • (48 jobs)
    Business Plans | Financial Models | Investor Pitch Decks | Management Consulting - Startup Consulting - Fin-tech- Private Capital Markets - Blockchain - Financial Modeling - Real Estate - Private Equity - Investor Packages - $250 million in seed, equity & debt capital raised An accomplished professional with 15 years of experience in Asset Management, Private Equity, Limited Partnerships, Real Estate, Re-positioning strategies (Leveraged buyouts & Debt Restructuring), Fintech start-ups (Prop-tech & Mortgage tech), & Blockchain research for exempt market dealers and private capital markets. Consultation Methodology Discovery - Develop a deep understanding of your vision, processes, business needs, project scope & timelines Analysis - Structure the deliverable based on analysis, solutions, strategic overhauls needed for successful completion of the project Recommendation - Provide data-driven insights and justifications for recommendations. Gather feedback and implement changes Advisory - Empower you to implement and execute with on-demand advisory services. Key deliverables include Strategy consulting ( Business plan creation, market penetration strategies, capital stack, financial modeling and forecasting, business development & sales, KYC/AML for Money Service Businesses, Crowdfunding - OSC 45-108) Business model design and consultation (SaaS, Marketplace, Freemium, Subscription, Bundling, Product to Service to name a few) Customer Acquisition Strategies Financial modeling Market Research, White papers for STO’s, blockchain offerings. Pitchbook design and investor packages. Sector Focus Real Estate Development (Mixed-use, multi-family, Student housing, Long-term Care Residences, Hospitality), Land Banking, Development Pro-forma, Valuations, Capital Stack Advisory Financial Services / Fin-tech - Prop Tech and Mortgage Tech, Payment Technology, Mobile-only banking models, Commercial Banking Professional services / Franchisee models Technology start-ups (SaaS financial models)
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Financial Writing
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Microsoft PowerPoint
    Business Writing
    Financial Report
    Research Papers
    Financial Modeling
    Financial Presentation
    Real Estate
    Financial Analysis
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