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Clients rate Business Planners
Rating is 4.8 out of 5.
4.8/5
based on 8,235 client reviews
  • US$25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
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    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • US$20 hourly
    Experienced Business Integrator Experienced Business Executive Experienced Business Process Development Experienced OnBoarding Specialist Experienced Sales Manager Experienced Operation Manager Experienced Billing & Collection Specialist Experienced Customer service Specialist Experienced Patient Relation Specialist - Formulating strategy - Improving performance -Supervising the production of goods or services -Working with Subcontractor with Project Manager and Admin Staff - Work with 8-10 People in one project - Administrative tasks - Microsoft, Google and other tools literate - Inbound/Outbound Calls - Email task
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    Executive Support
    Business Plan
    Business Report
    Business Management
    Business Operations
    Business Development
    Sales Management
    Cost Control
    Customer Service
    Microsoft Office
    Microsoft Excel
    Virtual Assistance
    Administrative Support
    Communications
    Technical Support
  • US$40 hourly
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
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    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • US$175 hourly
    With over three decades of experience, I am a seasoned attorney specializing in PATENT, TRADEMARK, and CONTRACT law. My extensive expertise includes: - Drafting Artificial Intelligence (A/I); Machine Learning; Neural Network; & Natural Language Processing patent applications, as well as those for all manner of device and system embodiments especially including medical devices. - Crafting effective patent strategies - Conducting thorough patent searches - Skillfully composing patent applications - Navigating the intricacies of patent application prosecution - Conducting meticulous trademark searches - Preparing precise trademark applications - Skillfully handling trademark application prosecution Furthermore, I bring a wealth of CONTRACT law experience, encompassing various types of agreements, such as licensing agreements, contractor agreements, non-disclosure agreements, employee agreements, manufacturing agreements, and product development agreements, among others. I have a particular affinity for collaborating with individual inventors, small inventor teams, and startup enterprises. Throughout my career, I've assisted numerous clients in successfully launching their products and ideas into the market. I am eager to extend my expertise to assist you with your endeavors.
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    Tech & IT
    Science
    Patent
    Wireless Communication
    Patent Law
    Business Plan
    Intellectual Property Law
    Contract Law
    Contract Drafting
    Trademark Consulting
  • US$20 hourly
    I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 8 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals
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    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • US$60 hourly
    Offering over 35 years of professional government relations and business writing. Specialties include RFP responses for government services and innovative technologies development grants. I provide deep experience in climate change and novel green energy solutions, mitigation and planning grants, GIS systems, and their application. Principal RFP/Grant Writer, surpassing the $280 million mark in federal, state, and local government contracts and government and foundation grant awards: Contract awards include EPA, DoS, DoD (USAF, USN), NOAA, and DoJ among others, and multiple state government awards. Grant awards include The National Science Foundation, Department of Energy, USDA, NIH, DoD/DARPA, and SBIRs from multiple agencies; Federal, state, and private foundation awards in emergency feeding program support and social services, operating and capital grant funding. RFP Consultant: I have been engaged to research requirements and write RFPs for the Kingdom of Saudi Arabia and the University of Salisbury (MD), and multiple municipal government organizations. Business Writer: I have completed multiple business article assignments for SKIM Business Journal (Spatial Knowledge & Information Management) Distribution among the governments and universities of the Gulf Cooperation Council (Persian Gulf): Multiple articles on the Application of GIS technologies for regional development: Climate Change and Resource Management; Energy, Urban Development and Transportation and International Trade and Finance Sectors. Other assignments included national economic profiles for Strategy Reports (an international business journal) focusing on Latin America with articles on Energy, Transportation, the Panama Canal Expansion, Finance & Banking, and Communications Technology Sectors in Panama and Guatemala; multiple assignments for the SAGE Encyclopedia of World Poverty. Freestore Foodbank (2011-2013) - Grant Writer, gaining $1.8 million in public, corporate and private foundation grants for anti-poverty food distribution, social services, and capital campaigns As Manager for Information Services with Labat Anderson (1999-2008), I provided advanced client services to 56 separate offices of US EPA and their national outreach programs. Strong knowledge of climate change and its economic, military, and political impact, national water & air quality programs & policies, I managed the Agency's national contact and order processing center for publications. I was Director for Public Information for the National Space Society (Philadelphia office); writing white papers, newsletters & congressional briefing books. Contributing panelist, OMNI Magazine symposium on US Space Policy. Strong knowledge of space launch systems, in-space manufacturing, and energy generation and defense systems.
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    Grant Writing
    Business Proposal Writing
    Content Writing
    Article Writing
    Energy
    Editorial Writing
    Public Policy
    Business Writing
    English
    Business Plan
  • US$25 hourly
    An expert content writer with more than 8 years of working experience in 2 reputed organizations of Sweden. I am a postgraduate researcher with a strong grip on multiple fields such as Marketing, Public Administration, Management Sciences, Human Resource Management, Business administration, accounting & Finance, and Mass communication. I can also provide you services regarding SPSS data analysis, survey questionnaires, proofreading, etc I love to deliver quality work in a timely manner. Don't worry about your deadlines as I am very concerned about my commitments. 100% original work will be presented attached with the Turnitin plagiarism report. Feel free to contact me for any kind of content-related queries and you would never regret it.
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    Accounting Principles & Practices
    Survey Question Writing
    Data Analysis
    Finance & Accounting
    Thesis
    Literature Review
    Research Proposals
    Editing & Proofreading
    Hypothesis Testing
    Article Writing
    APA Formatting
    Qualitative Research
    Quantitative Analysis
    IBM SPSS
    Business Plan
  • US$250 hourly
    Fractional CFO Services for fashion, footwear, beauty & ecommerce brands Helping founders maximise cash flow, profits & dividends, whilst creating visibility & reducing anxiety • CFO & Exec Advisory Services for Founders • Forecasting, Projections & Goal Setting • Cash Flow Forecasting & Planning • Margin/Channel Analysis & Improvements Experienced advisor to omni-channel brands, including D2C ecommerce, retail stores, wholesale & marketplaces. Have you got ambitious growth plans for your fashion, footwear or beauty brand? Do you know how much extra cash you'll need to invest in inventory and ad spend to hit them? Do you know when your brand needs external financing or investment to continue hitting those targets? How does that cash run rate change if you need to hire a key role or outsource to a 3rd party distribution warehouse? Do you sleep soundly knowing that your business can cover your operating expenses next quarter? Growing a brand isn’t easy. You need to balance creativity, quality, and customer demand, while managing your costs, inventory and cash flow. However you don’t have the time to gain mastery in every area of the business. How do founders achieve this balance without sacrificing either creative vision or profits? • They lack the financial expertise to create systems and processes that lead to profits and cash flow. • The only financial support they receive are historic numbers from their accountant and bookkeeper, which doesn't help with strategic decision making. • They do not have the budget for a full time CFO with experience in these sales & marketing channels and funding challenges. Major CFO Consulting was created to provide this very solution, through Fractional CFO Services for ambitious, growth focused, fashion, footwear & beauty brands between £1m-£15m revenue. As a former CFO/FD who has spent almost 2 decades working in fashion, luxury and consumer brands, I understand your priorities, your sales and marketing channels and funding challenges, so I speak your language and communicate in a way that you as a founder understand. Benefits you can expect from working with me: • You will have a clear and accurate picture of your current financial situation and future projections, so you can make informed and confident decisions. • You will have a strategic partner who understands your industry, your challenges, and your goals, and who can advise you on the best course of action for your business. • You will have more time and energy to focus on what you do best: creating amazing products and delighting your customers. Want to leverage some of what I know to increase your profits, solve cash flow issues, and develop a long-term forecast to start planning confidently for ambitious growth? Schedule a free call or send me a message and let’s chat!
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    Business Plan
    Business Analysis
    Financial Planning
    Financial Analysis
    Financial Projection
    Financial Modeling
    Business Consulting
    Streetwear
    Financial Presentation
    Retail
    Financial Consulting
    Ecommerce
    Consumer Goods
    Fashion & Apparel
    Retail & Consumer Goods
  • US$235 hourly
    I emphatically enjoy helping people get into and understand the Franchise business model. If you are passionate and excited about expanding the company you started, then franchising can be an excellent method to reach your goals. I hope I can help bring your vision to life! Your success is how I will measure mine. With over 20 years in the franchise industry and my CFE (Certified Franchise Executive) certification from the IFA (International Franchise Association), I have the knowledge and experience to help guide businesses that want to start franchising or improve their franchising effort. I also help potential franchisees evaluate franchisors or existing franchisees deal with issues they may have with their franchisor. These items can typically cost over five times as much from an attorney or consulting firm. - Web-based Operations Manuals - Franchise Recruitment (sales) process - Internal franchise operations and processes -FDD and Franchise Agreement assistance Please take a second to read my reviews, and thank you for your time!
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    Business Consulting
    Business Coaching
    Business Plan
  • US$267 hourly
    Mr. Sequeira has over 20 years of experience with Multi-Million Dollar Cases in the Federal, State, and Administrative Courts. He has Successfully negotiated Multi-Million Dollar Settlements for Clients in Arbitration proceedings, Administrative Courts, and through Mediation. Mr. Sequeira is an International attorney with a Master’s in Intellectual Property from Southwestern Law School in Los Angeles. He has helped hundreds of clients reviewing, editing, and drafting their contracts with clauses that protect them. Mediated cases in civil litigation, HOA disputes, Crypto and securities regulatory compliance, employer/employee disputes, landlord/tenant disputes, attorney/client disputes, insurance/insured disputes, real estate, foreclosure, contractual disputes, mediating divorce cases, debt collection, corporate structure, and personal injury. Mr. Sequeira has worked on hundreds of cases for prestigious law firms, attorneys, and corporations. He has helped clients such as the Law Offices of Paul L. Stanton in Beverly Hills, CA, Cont'l Communities Group, Rezinate Construction Corp., Maravilla Center LLC, Valley Circle Estates Realty, Law Offices of Robert Kayvon, and the Law Offices of Neil Hedke. These law firms know Mr. Sequeira for his positive attitude, exceptional work ethic, and overall passion for delivering great results. Mr. Sequeira has helped the attorneys above under their supervision or as a Mediator with: - Contracts -Settlements - Mediation/Arbitration Proceedings - HOA - Complaints, Motions, and Demurrers - Propounding and Responding to Discovery - Gathering Evidence - Legal Research - Responding to all pleadings - Judicial Council Forms - Notice of Appeals - Filing Legal Documents in Federal and State Courts - Adhering to local court rules and procedures in State and Federal Court - Demand Letters - Stipulations for clients during Mediation and Deposition Preparation - Securitization Reports and Legal Opinions - Cryptocurrency, SEC regulatory compliance, and Loan Audits Mr. Sequeira has helped new law firms set up their Legal Departments and has helped in the hiring, training, and supervising of Paralegals, Legal Assistants, and Attorneys. Mr. Sequeira has experience creating and developing nonprofit organizations (NGOs) and writing grant proposals and has raised $1.8 million in donations working in collaboration with USAID, Habitat for Humanity, Red Cross International, Global Operations and Development, Wheels For Humanity, Doctors Without Borders, Kaiser Permanente, FVGPMAYA, Rotary Club International and Mercy Ships. Mr. Sequeira is an International Civil Law Attorney admitted to practice law in Nicaragua since 2008. From 2014-2019 Mr. Sequeira was Certified and registered as a Foreign Legal Consultant by California State Bar. As a former Foreign Legal Consultant, he has advised U.S. attorneys and law firms handling International cases. Mr. Sequeira has experience in both Common and Civil Law. He also has experience handling cases involving Foreign Sovereign Immunities Act (FSIA) and the Alien Tort Statute (ATS) and Human Rights. Mr. Sequeira is a member of the Southern California Mediation Association (SCMA). His Mediation and Negotiation Services Corporation is government certified in California and is also Federally certified. Mr. Sequeira is a member of the Consumer Attorneys Association of Los Angeles (CAALA), International Trademark Association (INTA), American Society of International Law (ASIL), American Branch of the International Law Association (ABILA), and a legal counsel for the Christian Center for Human Rights (CCDH). He is a Member of the National Association of Mortgage Underwriters (NAMU-CFLA). Mr. Sequeira completed his Master’s in Intellectual Property Law and Entertainment Law at Southwestern Law School in Los Angeles. As a Former Certified California State Bar Foreign Legal Consultant, Mr. Sequeira was able to provide legal analysis for attorneys and corporations concerning Civil Law and their relationship with Common Law in the United States. Mr. Sequeira is currently licensed in Nicaragua and not in the U.S.. As a Mediator, Mr. Sequeira has served as a neutral in disputes such as employer/employee, landlord/tenant, attorney/client, insurance/insured, real estate, foreclosures, contractual disputes, divorce cases, debt collection, and has helped parties find a resolution through negotiated agreement. Mr. Sequeira wrote and produced a video tutorial entitled “How to Succeed in the United States as a Foreign Attorney”. He also teaches paralegal classes for the Alternative Educational Advancement​ Program. Mr. Sequeira is highly regarded as being attentive to detail, prepared, and flexible. His prior experience provides him with an unparalleled grasp of legal disputes and enables him to offer parties valuable insights and creative solutions. Mr. Sequeira is known for his creativity and excellent problem-solving skills.
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    Legal Research
    Employment Law
    Mediation
    Alternative Dispute Resolution
    Litigation
    Corporate Law
    Arbitration
    Legal Writing
    Contract Drafting
    Business Plan
    Civil Law
    Intellectual Property Law
  • US$160 hourly
    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.
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    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • US$225 hourly
    I've helped over 200 startups raise capital and get their businesses launched by focusing on: - A Strong Story - Backed by Data What's a strong story? One that shows the business is Desirable (people are clamoring for it), Viable (it can make money) and Feasible (you can execute). What kind of data? The market size (or TAM, SAM, SOM), the competition, the typical marketing expenses and adoption rates for your product/service solution. Contact me to - Stress test your business models and monetization strategy (Financial Models) - Capital raises (Pitch Decks) - Growth (Go-to-Market, Sales Strategies, Sales Decks) - Forecasting (Translate accounting to finance) - Reporting (Executive Decks, Board Decks, Strategy Reviews) Additional Keywords: Fundraising, Voice of the Customer, Competitive Analysis, Benchmarking, Go to Market, Strategy, Operations, Management, Leadership, Bourbon. Wait, can 'bourbon' be a keyword?
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    Growth Strategy
    Financial Modeling
    Startup Consulting
    Management Consulting
    Microsoft Excel
    Pitch Deck
    Business Management
    Strategy
    Finance
    Marketing Strategy
    Presentations
    Business Plan
    Business Analysis
  • US$95 hourly
    If you are a startup or early-stage founder with a compelling business opportunity but under-capitalized and want to seek funding options, let's talk. I understand, very specifically, what institutional investors want to see to consider your opportunity. Or, as well-known Venture Capitalist Marc Andreesen once said, "The difference between a vision and a hallucination is others will see your vision". I have 20+ years experience in capital markets, both as a founder and working with other founders in successful funding events exceeding $ 450 million. The plan that drives a cap raise begins with a cogent, well-organized, and executable roadmap. Where you are today? How will a capital infusion from an outsider willing to take on the risk allow you to get to the next level? Here is how I start: - Funding readiness: Are you operationally ready? If you're ready, I will tell you. If you’re close but not quite there, I’ll tell you. If you have a lot of work to do before investors will consider you, I'll tell you where the gaps are and let you decide what comes next. - Investor Book: If you're (close to) investor-ready, it's time to build a strong Investor book, guided by your industry and what portfolio investors in your space want to see. - Investor Targets: Investor book is underway. In tandem with, we begin investor due diligence to build a targeted investor list. We look for connections and referrals to partners, analysts, or anyone who can open doors to the target investor. Many believe this is a quick & easy process. You need to know the investors you'll be pitching as if you've worked with them before. If what I've shared makes sense, let's connect, either by direct message or you may invite me to a job you posted on the platform. We can briefly discuss your goals and how I can be of material value if there's a fit. To your success, Mike
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    Venture Capital Consulting
    Investor List
    Sales Management
    Fundraising
    Corporate Strategy
    Investor Roadshow
    Forecasting
    Startup Consulting
    Business Continuity Plan
    Valuation
    Company Valuation
    Business Coaching
    Management Consulting
    Business Development
    Business Plan
    Strategic Plan
  • US$181 hourly
    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.
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    Career Coaching
    Business Analysis
    Business Consulting
    Personal Development
    Business Plan
    Business Modeling
    Leadership Development
    Startup Company
    Startup Consulting
    Growth Strategy
    Innovation Strategy
    Business Coaching
    Entrepreneurship
    Business Development
    Life Coaching
  • US$150 hourly
    I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.
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    Visual Basic for Applications
    Financial Modeling
    Competitive Analysis
    Forecasting
    Business Plan
    Financial Analysis
  • US$50 hourly
    I will create a professional business plan for your funding needs that will include all the essential components expected by Every Investor, Banks and Financing Institutions. My Business Plan is complete and professionally done and consists of an Executive Summary, Company Description, Products or Services, Marketing Analysis, Operational Plan with Management & Organization Structure, Sales Strategies & Projection, Break-even Analysis, and Financial Projections. I've created winning plans that have allowed businesses to secure funding of over $500,000. My plans prove the long term viability of your business, showcase how your business is going to bring in revenue, and highlight how you're going to use the money you raise. Message me to have a detailed discussion of what I can do to help make your project a success.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Marketing Strategy
    Business Coaching
    Business Services
    Executive Summary
    Business Planning & Strategy
    Financial Accounting
    Business Analysis
    Content Writing
    Financial Projection
    Business Plan
    Financial Planning
  • US$48 hourly
    I have written thousands of proposals, grants, and investor-focused business plans for 300+ organizations over a 17-year career in development. An American living abroad in South America, I love to write and work for positive social change all over the globe. I have an MA in Environment and Natural Resources and International Studies as well as BAs in English and Political Science, am academically published, and have diverse experience in dozens of different fields. My favorite projects are holistic by design, cross-cutting in innovative ways to achieve sustainability across multi-disciplinary fields. My specialties are in climate resilience, ecology, agriculture, entrepreneurship, women, indigenous rights, youth development and education. I have worked in big tech, AI, health, and energy among other areas as well. I write content and appeals along with more technical proposals and have worked on every continent (save Antarctica!).
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    Business Plan
    International Development
    Environment
    Fundraising
    Grant Writing
    Grant Objectives & Methodology
    English
    Article Writing
    Nonprofit Organization
    Grant Proposal
    Writing
    Grant Research & Prospect List
    Proposal Writing
    Grant Application
    Content Writing
  • US$150 hourly
    I am an experienced executive leadership professional and a high-level administrator with expertise in the for-profit business, non-profit, government, and legal sectors. I have raised millions through grant writing and fund development. I have extensive experience managing complex organizations with complex funding, programmatic, organizational, staffing, and management structures. Therefore, I bring a multifaceted array of skills that will benefit your business and/or non-profit in multiple ways. Below is a summary of my areas of expertise. -Economic/Community Development Expert, Non-profit and Small Business Strategist with expertise in human/social services; neighborhood and property revitalization; legal analyst and policy development, organizational capacity building; and fund development/grants administration. -Fund development and grants administration including sourcing, writing, and management; Human resources and fiscal administration; Board relations and strategic planning; General day-to-day business administration; Advocacy, public policy, community, and public relations; Client centered programs and services development and implementation. -Fundraising and fund development; Organization and program oversight and monitoring; Workforce and educational programs and services development; System-wide strategic analysis, policy development; and operational planning; Fiscal planning, budget development, and expenditure monitoring. -Community Revitalization including, Community Development; Economic Development; Neighborhood Revitalization, and Property Development. -Capacity building in the areas of organizational day-to-day management; program and services assessment, design, development, and enhancement; short and long-range operational, tactical, and strategic planning; needs assessments and organizational enhancement planning; system evaluations and improvement; staff assessment and development planning; and policies and procedures development. -Writing and document production including policy documents; white papers; business plans; SWOT (Strength, Weaknesses, Opportunities, and Threats) analysis. and Community Needs Assessments.
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    Organizational Development
    Business Consulting
    Business Writing
    Management Skills
    Legal Research
    Community Strategy
    Nonprofit Organization
    Grant Proposal
    Program Management
    Strategic Plan
    Policy Development
    Business Plan
    Grant Documentation
    Prospect List
    Grant Writing
  • US$250 hourly
    🏆 "Highly recommended A+++" 100% Job Success* I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 15 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas: ▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy. ▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%. ▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication. 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global 🏆 “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana) My services include: ✔ Part-Time CFO ✔ Forecasting & Budgeting ✔ Financial Systems Assessment ✔ Financial Modeling ✔ Management & Board Reporting ✔ Cash Management ✔ Financial Planning & Analysis ✔ Financial Management ✔ Investor Presentations ✔ Business Advisory ✔ Accounting System Setup and Upgrades ✔ Chart of Accounts Setup and Improvements ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim CFO ✔ Collections Enhancement ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Fundraising Support ✔ Value Creation Audit ✔ Turnarounds ✔ Investment Capital Planning ✔ Policies and Procedures Development ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching My industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. My skills & expertise include: ✴ Startup Consulting ✴ Budget Management ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Corporate Strategy ✴ Business Consulting ✴ Business Management ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing *Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • US$240 hourly
    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 Planning
    Communications
    Business Plan
    Marketing Strategy
    Corporate Strategy
    Corporate Brand Identity
    Business Modeling
    Business Coaching
    Business Management
    Product Marketing
    Product Management
  • US$75 hourly
    I am an expert in all things financial, with several advanced degrees that involve Economics, Finance, Business Law and Management. My current path is leading to post-doctoral work in Non-Profit Management with a concentration on the sustainability of funding/ fund development. If you need Grant Writing, I am able to concisely and with passion convey your message, with financials, if that is needed; that will allow any potential grant committee to put your Grant request at the top of their A list. Able to meet short deadlines with ease. Have worked for years in the Not for Profit sector, helping to generate both large and small scale fundraising and grant writing successful results. Are you starting your first business, need help with grants or fundraising, or just need that extra bit of mentoring to help with a special project? Not sure whom to turn to for answers, with what needs to be done and in what order? Those urgent questions about crowdfunding, grants, general fundraising, need to be answered by an expert. I have over 20 years of experience as a business consultant, grant writer., fundraiser for all types and sizes of Not for Profits. My comprehensive services are tailored to the business needs of both the for-profit and Not for Profit sector. I offer highly individualized service, provide in-depth consulting so that you understand the how's and why's of business, grants and other kinds of funding for all types and sizes of businesses. Specializing in nonprofit start-up and development, small business development, grant writing particularly federal and highly complex grants, including Real Estate acquisition and housing development. Please be advised that for all under two calendar-year-old non-profits, I must be provided in writing the detailed visions on the organizational and programming needs, the financials already in place, and what your expectations are for me as your paid consultant. Many foundations, corporations, and other funding sources are requiring in-depth current real-time financials that often include: IRS 990 forms and audited financials. For most newly forming non-profits these forms are not in existence. It has been my experience that most newly forming nonprofits underestimate the time and financial resources it will take to cultivate and build credible relationships with all types of funding entities and how unstable this time of funding can be in the long term. Also, and this is equally important, it has been my experience that some newly forming non-profits do not have credible financials - or have, in fact, not created any kind of budget to propel the organization forward. I can, of course, assist in developing budgets, but this does take time and discussion. I am a very methodical working...working carefully and consistently in providing superlative products. And my service is next to none: I believe in the power of partnership, collaboration, and open lines of communication. If this is for you...then we should talk! If you, however, want someone "to go it alone" as some clients prefer, then I am not the one for you! My consulting/grant writing services are comprehensive, individualized, personalized and exemplary. I love what I do, and my work reflects this passion and dedication I bring to all the work I do. My for-profit clients get all the same passion and dedication to giving you an effective and targeted result to your needs.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Academic Research
    Financial Analysis
    Finance & Accounting
    Social Media Management
    Legal Research
    Nonprofit Organization
    Content Writing
    Business Analysis
    Crowdfunding
    Project Proposal
    Fundraising
    Grant Writing
    Business Plan
  • US$80 hourly
    I specialize in immigration business plans for United States and Canada, including L-1, E-2, EB-5, EB-1 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP, C-11, NAFTA Investor and Start-up Visa for Canada. I have provided corporate and marketing strategy consulting for SMEs and large enterprises. My portfolio of clients include technology entrepreneurs, SMEs, international corporations and non-profit organizations. I have over 14 years of experience in business plan development and have assisted more than 1,250 companies in developing winning business plans. I have a Bachelor degree in Engineering and MBA Finance that further round out my qualifications and provide my clients with a comprehensive strategy for their businesses.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    White Paper Writing
    Business Consulting
    Business Writing
    Grant Writing
    Project Management
    Business Plan
  • US$135 hourly
    I help food businesses leverage data to become more strategic, efficient, and profitable. After graduating from Georgetown University, I led analysis for Sweetgreen, generating insights and building tools that produced financial results and operational efficiencies, enabling the business to grow 6x during my 5-year tenure. Since 2018, I have impacted over 65 food businesses as a consultant, providing strategic and analytical services to optimize their menu offerings and grow their bottom line. My skills include: - Menu Strategy (Food Costing, Pricing Strategy, Menu Engineering) - Business Analysis (Custom Dashboards, Cost & Sales Analysis, Financial Forecasting) - Business Strategy (Market Research, Business Planning, Sourcing & Procurement) - Operational Systems Development (Inventory Management, Supply Chain Forecasting, Prep Production) Organizations I have worked with include: - Small to Medium-Sized Restaurant Groups - Quick Service and Full Service Restaurants - CPG Brands - Food Trucks - Bakeries and Cafes - Grocery Markets - Caterers - Food Industry Technology Companies Programs I have worked with include: - Spreadsheets (Microsoft Excel, Google Sheets) - Accounting & Restaurant Software (Compeat, Quickbooks, Wave, Bill.com) - POS Systems (Micros, PCAmerica, Lightspeed) - Cloud Storage (Google Drive, Dropbox, Box) See more at lianesullivan.com and contact me to schedule an introductory call.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Analysis
    Business Plan
    Cost Analysis
    Pricing Strategy Consulting
    Financial Analysis
    Sourcing
    Operating Systems Development
    Retail Sales Management
    Food & Beverage
    Microsoft Excel
    Competitive Analysis
    Data Analysis
  • US$50 hourly
    If you are looking to develop financial projections for a small business, I'm your guy! Let me help you secure the funding you need to start or grow your business. In my 25+ years as a Certified Economic Development Finance Professional, I've helped my clients obtain over $498 Million in financing on projects that range from $10,000 to $15,000,000. Areas of Expertise: - Comprehensive Financial Projection development (Income Statement, Cash Flows, Balance Sheet, Industry Ratio comparisons, Lender Ratio calculations and supporting statements) - Loan Program Identification. I can help you determine which loan programs are the best fit for your industry and your stage of business. - Lender Identification. Through my knowledge of the SBA lending programs, I can give you a list of the 5 most active banks in your community for obtaining SBA financing (these can also be great lending partners for non-SBA loans as well!). Not only can this information be sorted by your community, but I can also query the data by your industry type...helping you to find the lenders most interested in making loans to businesses just like yours! - Business Plan Development / Business Plan Review. The best business plans are written by the entrepreneurs themselves. I am glad to assist you in this process by providing you with tools to get a rough draft started and then will review your business plan to ensure that it will meet the standards of your lender. - Business Purchase Review. Through Industry Trade databases, I can review a business that you may be interested in purchasing. Business Purchase reviews would include analysis of historical financials, review of trends and key performance ratio, Industry Benchmark comparisons and Financial Projections. In addition, can evaluate the seller's asking price to compare to the industry standards for the subject business, which provides you an understanding of the value for negotiations with the seller. My goal is to have you prepared to meet with your lenders at the conclusion of our relationship. I will use your information as well as my own research to build the financial projections in an interactive Excel template customized to your business needs and will provide you PDF reports to share with your lenders. In a situation where you have already gathered the basic information about your venture, we can often complete the projection process within a week, eliminating delays with getting to the bank as your next step! Some testimonials from my local clients: “Mark was very helpful and instrumental in our ability to obtain the financing needed to start our company. I would highly recommend it to any entrepreneur looking to start a business.” - Dan B. “Your experience is bar none the best! We never would have been able to get into business without you! Keep up the great work! First Class! Awesome! We may be looking into other business ventures as well and would love to use your services again!” - Brian W. “Mark was a huge help in getting us up and going on time. He was very knowledgeable and always had things prepared on time. It was a pleasure working with him!” - Shawn E.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Development
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Business Coaching
    Small Business Administration
    Financial Modeling
    Financial Projection
    Business Plan
  • US$95 hourly
    Small Businesses are all about passion for an idea, for a service to others, for a product that empowers your clients. It is your core business competency and where you truly want to focus! If you’re a great business owner but can’t find the time and energy to address everything else…. I HELP YOU EXECUTE YOUR BUSINESS GOALS AND VISION! To help Entrepreneurs and Executives achieve their goals, 15 years ago I developed an outsourced back office environment for start-ups and small businesses, a “Plug and Play” for all the entrepreneur’s needs. Since that time I have been involved with 44 small businesses at various states of their growth process. The proof is in the profitability. Shortening the timeline from startup venture to profitability is key—from product development to customer purchase is key! Building the proper strategy from technical tools to contract lifecycle management. If you are launching a product or expanding your business - the keys to success are a winning concept and a clear plan. I’ll work with you to develop strategies and workflows, implement the strategy and track the performance to assure “we” can achieve your desire goals. You get one shot! So put your best foot forward. THE VALUE ADDED I BRING TO YOU SO YOU MEET YOUR BUSINESS OBJECTIVES!! Protect your Intellectual Property {​​​​​​​​​​IP}​​​​​​​​​​ / Actionable Business Analysis / IT Analysis / Business Plans / Executive Summary / Marketing Strategy / Sales Strategy / Operational Strategy / HR Full Time Equivalency (FTE) Analysis / Financial Reporting / Finance Budgeting and Forecasting / Revenue Forecasting / Valuation, Forensic Analysis / Forensic Financial Analysis / Scenario Analysis / Memorandum of Understanding (MOU) / Business Cases / Key Performance Indicators (KPI) / Business Intelligence (BI) analytics / Private Placement Memorandums / Reg D Offerings / Business Pitch Decks/ Strategy Plans / Marketing (web, mobile, SEO, PR, etc.) Strategy / Sales Strategy/ Customer Journey Mapping /Standard Operating Procedures (SOPs) / Statement of Work (SOW) / Executive Dashboards / Executive Employment Agreements / Vendor Contracts / Request For Proposals (RFP) / RFP Proposals/ Capabilities Statement or Briefing / Workflow Analysis / Implement CRM Software / Salesforce Implementation / Perception Management Strategy / Application Development/ Project Management / Develop Process Flows/ Business Rescue Work / Business Health Checkup / Develop Insights and Opportunities / Business Coach and Executive Guidance. Accomplishments: • Grew software startup from Idea to product management through implementation in distribution across all channels in 3 years, under budget • Assisted Clients by developing and implementing a comprehensive technology strategy to support their Business goals to include CRMs, Business Intelligence software, SaaS, mobile application development and e-commerce. • Assisted commercial construction client through supply chain process growing to annual $300m in revenue • Developed strategy for emulsion Fuel business in USA for Canadian Company seeking expansion and $3m in investment dollars. Assisted in testing in States and development of relations to get USA approval. • Developed Marketing and Sales strategy for Startup clients driven by BI determined by Marketing Segmentation and propensity of consumers to react. • Successfully secured DOD contract awards valued at $330m. • Created and implemented strategy for 3D filament company with eCommerce focus. Implemented ERP to support sales channels, supply chain management and operations. • Prepared PPM, Business Plan and Investor package for a Technologies Encryption Software's Business. Implemented Red mine project management software. • Completed Forensic Accounting and Due Diligence on International Client through research and mining efforts saving investors $1.25m. • Developed and Executed business strategy taking Markerless Motion Capture Company from idea to execute in 6 months with $2.5m Private Placement Memorandum funded. • Developed Business Strategy for Golf app and online gaming client through development of the investor Package to secure $1.5m investment. • Drove strategy for Cybersecurity business from $680k to $2.9m in profitability in 6months with a 500% increase in Sales by implementing Supply Chain Management solution to combat material losses and CRM to enhance market footprint and sales efforts I can’t help everyone, but if the synergy is there I will do my best to exceed your expectations and help you grow your businesses. 10% for all Vet Owned Businesses!
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    Agile Project Management
    Contract Management
    Business Process Reengineering
    Project Risk Management
    Business Proposal Writing
    Business Analysis
    Contract Drafting
    Request for Proposal
    Technical Project Management
    Startup Consulting
    Business Process Management
    Sales & Marketing
  • US$125 hourly
    Hello, 你好, Buongiorno! Are you looking for strategic help with your project or portfolio? Rigorous, dynamic business or financial consulting? I am here to help you achieve your business and investment goals! Background Highlights: - Former equity research analyst (Goldman Sachs, JPMorgan, WRHambrecht) - Fully fluent in English, Chinese, and Italian - Lead analyst for TSMC landmark ADR listing while at Goldman Sachs - Helped raise $20bn for technology companies as part of JPMorgan tech team - Trusted source for top tier institutional investors on IC and related stocks - 25 years of personal investment experience - Consulted for startups in software, food tech, mobile app, and solar - Created global media brand with 4 mn followers from scratch - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    Industry Research
    Business Consulting
    Investment Research
    Marketing Strategy
    Financial Analysis
    SaaS
    Pitch Deck
    Market Analysis
    Startup Consulting
    Equity Research
    Venture Capital
    Business Valuation
    Proposal Writing
    Content Writing
    Financial Writing
  • US$150 hourly
    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 Planning
    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
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How to Hire Top Business Planners

How to hire business planning analysts

Need to gather requirements from stakeholders, generate business forecasts, and create a plan for meeting your business goals? A business planning analyst can help. 

So how do you hire business planning analysts? What follows are some tips for finding top business planning analysts on Upwork. 

How to shortlist business planning analysis professionals

As you’re browsing available business planning analysis consultants, it can be helpful to develop a shortlist of the contractors you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want a business planning analyst who understands your industry so they can develop the right business strategy for your needs. 
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., using Excel pivot tables to analyze data). 
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular business planning analyst.

How to write an effective business planning analysis job post

With a clear picture of your ideal business planning analyst in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project. 

An effective business planning analysis job post should include: 

  • Scope of work: From business plans to stakeholder management, list all the deliverables you’ll need. 
  • Project length: Your job post should indicate whether this is a smaller or larger project. 
  • Background: If you prefer experience with certain industries, software, or marketing channels, mention this here. 
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to draft plans and procedures that will streamline your business operations? Log in and post your business planning analysis job on Upwork today. Have a brilliant business idea in mind? But not sure how much money will it take to bring your idea to life? Upwork's Free Startup Cost Calculator can help you estimate the cost required to set up a Startup business

BUSINESS PLANNING ANALYSTS FAQ

What is business planning analysis? 

Business planning analysis is the practice of using business intelligence to develop and implement plans, processes, and procedures within an organization. The business planning analyst will also often serve as a liaison between the various stakeholders and departments within a company. 

Here’s a quick overview of the skills you should look for in business planning analysis consultants:

  • Business planning, development, and analysis
  • Strong written and verbal communication
  • Business, technical, financial, and/or legal writing
  • Business modeling and forecasting

Why hire business planning analysts?

The trick to finding top business planning analysts is to identify your needs. Do you need someone simply to draft a basic business plan? Or do you also need help documenting and generating risk-mitigation procedures? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. 

How much does it cost to hire a business planning analyst?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced business planning analyst may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their business planning analysis services more competitively. 

Which one is right for you will depend on the specifics of your project.

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