Upwork home
Sign up
Secondary

Hire the best Corporate Governance Consultants

Check out Corporate Governance Consultants with the skills you need for your next job.
Hire freelancers
Clients rate Corporate Governance Consultants
Rating is 4.9 out of 5.
4.9/5
based on 141 client reviews
  • US$95 hourly

    • 4.8/5
    • (27 jobs)
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
  • US$127 hourly

    • 5.0/5
    • (67 jobs)
    I am a governance and communications professional with over twenty years of experience assisting organisations to deliver transformational change. After graduating with a Bachelor of Commerce from the esteemed University of Wollongong, I embarked on a professional career in consultancy. I began with the global all-rounder Accenture and moved to the smaller specialist firm Effective Governance. My empathetic nature, coupled with a deep understanding of the relevant issues, allowed me to connect with individuals on a profound level. Through my MBA studies, I was particularly drawn to addressing issues such as employee engagement, cultural change, and leadership communications. To gain greater experience implementing solutions to these issues, I joined the Queensland Department of Transport and Main Roads in 2004 as a Principal Advisor. Here, I delivered innovative programs that provided education and mentorship for the leadership team, covering the areas of governance, strategic management, performance management and compliance. As a freelance consultant, I am regularly called upon to provide governance, strategy and communications advice to clients across the globe, working closely with executives to enable corporate change. I specialise in governance, strategic management, performance management, issues analysis, change management, corporate communications (including grants, business cases and annual reports) and facilitation. Here is a testimonial from my most recent client. ROB TAYLOR HEAD OF COMMUNICATIONS, RSL LIFECARE NOVEMBER 2023 Belinda has been a contracted professional writer for my communications team for almost 18 months and in that time has proven to be an invaluable asset. She is a consummate professional that can write in multiple styles for a broad range of audiences, and is able to her to jump straight into projects and make a considerable impact from the get-go. Belinda is trustworthy and beyond reproach with a very solid work ethic. I have always had absolute trust in her abilities to excel in whatever job she is assigned, and her work is always the highest standard possible. She is able to quickly research for backgrounding and is extremely experienced in all forms of corporate communication. She has handled everything from CEO announcements and speeches, our Annual Report, federal government project bids, to stock standard internal communications. To be honest, I cannot recommend Belinda more highly and could ramble on for ages as to her incredible skill, experience and lovely nature. She is a delight to work with and I doubt you could ever find anyone better for your communications or writing projects.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Report Writing
    Blog Writing
    Change Communication
    Corporate Governance
    Business
    Strategy
    Change Management
    Strategic Plan
  • US$250 hourly

    • 5.0/5
    • (120 jobs)
    Clint's goal is to help clients find common sense legal solutions to their business needs. With 25 years of experience as a partner at large national law firms, he can deliver big firm expertise at a fraction of the cost. He understands that clients are looking for value and is committed to providing efficient and careful advice on a wide variety of corporate and transaction matters, including mergers and acquisitions, asset purchase agreements, stock purchase agreements, startup documentation, loan agreements, limited liability company agreements, NDAs, commercial contract drafting and review, corporate finance, venture capital finance, employment agreements, joint ventures and corporate governance matters. He serves as outside general counsel to multiple tech companies. Clint has a high degree of interest in the use of artificial intelligence and its applications to legal services. He is active in using AI to increase his productivity and the quality of the services he provides. Clint has worked on transactions of all kinds and sizes. He has deep experience in M&A transactions, commercial finance matters, loan agreements, security documents, guaranties, forbearance agreements, loan modifications and intercreditor agreements. His finance expertise extends to debt restructuring, loan workouts, debtor-in-possession finance, project finance and real estate finance. He is an expert on all aspects of the Uniform Commercial Code. He often serves as local Utah and California counsel in the delivery of third-party legal opinions. He has worked on multiple international transactions over the years. He is fluent in Japanese.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Document Review
    Corporate Governance
    Corporate Finance
    Japanese
    Mergers & Acquisitions
    State Bar of California
    Utah State Bar
    Startup Consulting
    C-Corporation
    Limited Liability Company
    Corporate Law
    Real Estate
    Stock Option Agreement
    Contract Drafting
  • US$13 hourly

    • 4.9/5
    • (448 jobs)
    My professional experience includes expertise in industry-led accounting software such as QuickBooks, Xero, ZohoBooks, Netsuite, Appfolio, Buildium, Wave, and Sage. This expertise ensures seamless integration and optimal performance of your financial operations. Hi, I am Manvi, a seasoned US CPA and Chartered Accountant with over 15 years of experience. INDUSTRIES SERVED I have successfully partnered with clients worldwide, be it USA, Canada, UK, Australia, Europe, Singapore, Africa and the Middle East, across a diverse range of industries, including: - Accounting, Tax and CPA Firms - Ecommerce and Retail - Law firms and Attorneys - Real Estate and Construction - Education and Coaching - IT and SaaS - Medical and Healthcare - Startups - Restaurant and Hospitality - Branding and Marketing - Non-Profits - Logistics and Shipping CORE SERVICES I offer a comprehensive suite of accounting and bookkeeping services designed to optimize your financial management with: - Accounting Software Setup and Integration - Bank and Credit Card Reconciliation - AP/AR Management - Payroll Administration - Data Migration and System Transitions - Month-End and Year-End Reporting (P&L, Balance Sheet, Cash Flow Statements) - Management Information Systems (MIS) and Business Reporting With a proven track record of enhancing financial performance, I am particularly adept at streamlining operations for eCommerce businesses on platforms such as Amazon, Shopify, Walmart, Etsy, and eBay. For a more detailed breakdown of my tax preparation services, you can visit my dedicated Tax Preparation profile. Let's connect and streamline your finances, freeing you to focus on achieving your business goals!
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Amazon Seller Central
    Stripe
    Financial Statement
    Communication Skills
    Limited Liability Company
    MYOB Administration
    GAAP
    IRS Resolution
    Property Tax
    CPA
    Corporate Governance
    Financial Report
    Administrative Support
    Budget Management
    Intuit QuickBooks
  • US$175 hourly

    • 5.0/5
    • (39 jobs)
    Retired C level executive and Big-4 partner with extensive public company CFO, finance, investor relations, accounting, M&A, tax, and risk management skill set. I'm available for interesting and challenging finance, accounting, and tax consulting projects such as financial due diligence, technical accounting consultation, equity plan design, tax consulting, finance or accounting transformations, debt restructuring and refinancing, regulatory or litigation related finance and accounting support, and IR support. I don't do tax compliance (tax returns) or bookkeeping, there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Accounting Principles & Practices
    Tax Strategy
    Corporate Governance
    Tax Planning & Advisory
    Treasury Management
    Stock Option Agreement
    Tax Law
    Corporate Tax
    Corporate Finance
    CPA
    GAAP
  • US$275 hourly

    • 4.9/5
    • (93 jobs)
    William advises private investors and small to medium-sized companies on operations, contracts, capital raising, structuring, shareholder and governance matters, mergers and acquisitions and commercial disputes, including those before the courts. He is called as a lawyer in Canada and Australia, and is licensed by the Law Society of Ontario. William was trained at a top tier business law firm and was formerly the Vice President of a Toronto based trade credit insurance company.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Legal Documentation
    Software Licensing
    Tax Planning & Advisory
    Corporate Finance
    Corporate Governance
    Partnership Agreement
    Contract Law
    Litigation
    Corporate Tax
    Contract Drafting
    Corporate Law
    Contract Negotiation
    Regulatory Compliance
    Tax Law
    Commercial Litigation
  • US$225 hourly

    • 4.9/5
    • (94 jobs)
    Linch Legal, Inc. provides legal services to start-ups, small, and medium-sized businesses. The firm specializes in corporate and contractual matters for businesses in every part of the business cycle, from inception to exit. We are focused on allowing your business to thrive through efficient and elegant common-sense legal solutions, delivered at a good price point. We help our clients understand and navigate complex legal matters and go the extra mile to ensure our clients are well-informed and no question is left unanswered or in doubt. We handle all legal matters from small, one-off services to full-service representation on large projects and transactions. Some of my more recent legal work include (among other things): - Full company legal representation in VC financings with target companies into the +$120M valuation range. - Representation of private investors in investment transactions. - Representation and strategy development/coaching for incoming C-suite/Advisors negotiating compensation packages with start-up companies (from seed to advanced funding rounds). - GDPR/CCPA compliance planning, policy development, and auditing ranging from small start-up businesses to ones with tens of millions of users. - Setting up investment vehicles for small businesses seeking investments from accredited investors (Reg D) - Drafting/Research for Reg D private placements ranging up to +$10M, including PPM/Subscription Agreement/ancillary document drafting. - Full service consulting for corporate governance, complex deal structuring, joint ventures, and licensing agreements. - Sale and purchase of businesses (both whole enterprise and partial interests) into the +$25M range - Drafting and negotiating a full range of business deals from very small to multi-million dollar transactions. - Review and drafting service for business agreements of all types. We cover all business legal needs and are on the pulse of small business and start-up culture to monitor developments and inform our legal approach—all to give you exceptional advice that suits the needs and concerns of your business.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Corporate Governance
    SaaS
    Legal Research
    Document Review
    Venture Capital Consulting
    Limited Liability Company
    S-Corporation
    Contract Law
    Trademark Consulting
    Startup Consulting
    Corporate Law
    Tech & IT
    Contract Drafting
    Intellectual Property Law
  • US$395 hourly

    • 4.9/5
    • (57 jobs)
    I am a Harvard Law School graduate, "big law" firm trained attorney with more than 28 years of experience, including working in-house for 14 years. I now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Licensing Agreement
    Legal Agreement
    Corporate Governance
    Legal Consulting
    Venture Capital
    Mergers & Acquisitions
    Corporate Law
    Contract Law
    Legal Entity Structuring
    Startup Consulting
    Employment Law
    Limited Liability Company
    Contract Negotiation
    Stock Issuance
    Contract Drafting
  • 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 Corporate governance
    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • US$250 hourly

    • 5.0/5
    • (168 jobs)
    🏆 "Highly recommended A+++” I help business leaders and teams to define and achieve their business financial goals. We do this with CFO Reviewed Financials to develop plans and review progress against plans. As a consulting CFO who offers fractional CFO retainer options, I focus on building and implementing financial models/plans that guide business leaders in growing their business, and I provide support as needed. Most often, I help to: 1⃣ secure funding, 2⃣ grow efficiently, and 3⃣ engineer an exit. ▶️ For our first CFO Reviewed Financials, I analyze up to 60 months of the company’s balance sheets, income statements, and statements of cash flows. If available, we compare the results against previous forecasts and budgets. Next, I analyze the data and record my observations. From this, I prepare a report sharing my key insights and recommendations, including key performance indicators as appropriate. To help achieve your business financial goals, we meet monthly to discuss your CFO Reviewed Financials, new opportunities, and developments; and to determine the proper changes to implement. To help define and track progress against these goals, I build a Comprehensive Financial Model to develop forecasts and adopt them as budgets. All of this is tracked in your customized Financial Management Plan. 🔜 If this aligns with your goals and needs, then I would like to learn about what you are working on and see how I might be able to help! My successes include: ✴ Secured $1 million pre-seed funding and co-founded innovation platform Ideator. ✴ Secured $500k seed round for medtech software startup 4D Healthware. ✴ Built the first financial model that enabled a healthcare payments company to raise $29.3 million in venture capital over four funding rounds. ✴ Built the first financial model and supported negotiations for $1 million growth funding for an NIH backed biotech startup. ✴ Developed and landed supply chain funding strategies for adtech startup Promo Drone. ✴ Expanded multinational commercialization and closed $10 million seed funding for fintech Paybook/Syncfy. ✴ Led the capital raise process to secure $20 million in expansion funding for 3D printer manufacturer UNIZ Technology. ✴ Turned around the financial operations and recalibrated growth for digital marketing agency O8. ✴ Turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit. ✴ Restructured corporate financing and increased net profit margin by 9%, ROA by 1%, and ROE by 11% for medical device distributor CITIZEN Healthcare. ✴ Improved financial reporting, planning, and analysis for a $15 million real estate services firm. ✴ Improved financial reporting, planning, and analysis for nationwide restoration services company HomeCleanse. ✴ Corrected financial reporting for a $130 million international distributor of consumer products. ✴ Strengthened financial management and led a $10 million private equity owned consumer products brand to profitability. ✴ Overhauled financial reporting and led a tax-free reorganization to save more than $250k in taxes and professional fees for a $25 million global ecommerce company. ✴ Cured statutory deficiencies and flipped a Swiss regulated payments company into a new US holding company. ✴ Built the financial model that enabled the IPO for American Brewing Company. ✴ Built the financial model and supported negotiations for the sale of an insurtech startup to a nationwide law firm. 🏆 “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 🏆 “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 🏆 “His guidance has been invaluable as we scale, and he's been a great person to work with—always approachable and on point.” – Josh Leonardi, Co-Founder at BALTINI 🏆 “I can't imagine how my startup would have looked like without Jeremy being involved in every financial aspect of the company.” – Bishoy Mikhael, Founder and CEO of The Pay Holding Company My management consulting services include: ✔ Consulting CFO (hourly and project) ✔ Fractional CFO (retainer) ✔ Financial Modeling ✔ Forecasting & Budgeting ✔ Financial Planning & Analysis ✔ Financial Management ✔ Cash Management ✔ Management & Board Reporting ✔ Investor Presentations / Pitch Decks / Pitchbooks ✔ Fundraising Support ✔ Business Plans ✔ KPI Development ✔ Supply Chain Planning and Optimization ✔ Turnarounds ✔ Strategy Advisory ✔ Executive Coaching
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    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$75 hourly

    • 4.9/5
    • (129 jobs)
    I have more than 20 years working in accounting and finance. Working for many multinationals / SME and Start-ups in Switzerland. I will be able to help you for many projects such as: - Bookkeeping in Quickbooks, Xero and others ERP - Financial Accounting - Treasury - Cash Flow - Financial Reporting - Cost analysis - Budget/Forecast - VAT for Switzerland and Europe I am speaking English, French, Spanish and can work on a German system. I'm working from Colombia but I'm available to adapt to any situations if required. Please contact me if you need help from a professional. Romain
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Management Accounting
    Financial Presentation
    Xero
    Cost Accounting
    Financial Reporting
    Financial Accounting
    Tax Return
    Bookkeeping
    Budget Management
    Income Statement
    Cash Flow Analysis
    International Accounting Standards
    Technical Accounting
    Bank Reconciliation
    Balance Sheet
  • US$225 hourly

    • 5.0/5
    • (28 jobs)
    I am an experienced corporate, securities and business transactions attorney. I have advised clients in a wide variety of transactions, projects and commercial contracts. Whether it’s a securities offering, an M&A transaction, a corporate/governance issue or a contract matter, I am experienced in taking the matter from its initial stage as lead attorney, negotiating and papering it, and then advancing it to closing. I have practiced law in Washington, D.C. and New York City as a partner with private law firms and as in-house counsel for both public and private companies. I currently serve as of counsel to a New York City-based securities and transactional firm. I began my legal career with the Securities and Exchange Commission as an intern and since then have guided entrepreneurs and growing companies in various stages of development from start-up to public registration. I have represented clients in diverse fields including emerging technology, finance, biotech, natural resources, solar, communications, manufacturing, licensing, web-based and commercial services, among others. I have also advised new ventures regarding choice of LLC or corporate operating entity and structure and have counseled established companies regarding corporate finance and governance, long-term exit strategies and employment, and management/employee/shareholder issues. Having also served in various positions as in-house counsel, director and executive officer for both public and private companies, I am informed by both legal and practical experience when the need to advise boards, founders and executives arises. As an experienced negotiator, I always focus on securing optimal contract terms for clients and, when needed, I have resolved numerous disputes for clients, allowing them to avoid costly litigation. I served as the Chairman of the Corporate Law Committee for the Bar Association of the District of Columbia for five years and have been honored in the past for my business law seminars. I was a legal and business commentator with a weekly segment on Clear Channel’s business talk show "The Trader’s Network" and over the years I have authored articles regarding finance, securities compliance, crowdfunding and other matters pertinent to new and growing companies. I am also co-author of a book for entrepreneurs and startups. In summary, my core skill sets include: (i) negotiating and preparing complex multi-party agreements; (ii) managing, documenting and closing transactions; (iii) M&A transactional work; and (iv) venture funding via private securities offerings.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Contract Negotiation
    Corporate Law
    Corporate Finance
    Project Finance
    Corporate Strategy
    BOARD
    Private Equity
    Securities Law
    Finance
    Corporate Governance
    Contract Law
    Mergers & Acquisitions
    Legal
  • US$300 hourly

    • 4.7/5
    • (381 jobs)
    I am an Illinois licensed attorney. My full time practice focuses on entrepreneurial business, specifically in the venture capital realm but I have worked with companies of all shapes and sizes from small businesses to fortune 500. I have advised clients on mergers, equity issuances, commercial transactions, joint ventures, employment issues and intellectual property issues as well as drafted and negotiated the underlying agreements for these transactions and more. As a published author in multiple legal journals, I am also a skilled researcher and writer. I strive to provide quality work in a timely manner, and set clear expectations as to costs and deliverables.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Software Licensing
    Corporate Governance
    Writing
    Illinois State Bar Association
    Corporate Law
    Legal Entity Structuring
    Legal Research
    Contract Drafting
  • US$999 hourly

    • 5.0/5
    • (24 jobs)
    Worldwide venture capital expert for startups & investors. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • US$50 hourly

    • 5.0/5
    • (28 jobs)
    FOR SAAS, ECOMM & REI COMPANIES LOOKING TO SCALE: Want your financial processes and models reviewed by an expert who GUARANTEES to find at least 3 ways to boost profitability within 30 days? I'm offering a FREE 30-minute financial review to uncover issues, identify quick improvements, and provide a 3-month plan to enhance efficiency and profits. No catch. Just actionable insights for your financial success. Interested? Message me for details. INTRO: Is your company struggling with inefficient accounting, inaccurate data, or lack of strategic insights? Tired of navigating complex financial challenges alone, without a clear path to growth? Effective financial management can transform your business. Top companies use these tools to make informed decisions and drive exponential growth. But in today's fast-paced world, keeping up with financial demands can be overwhelming. Sound familiar? That's where I come in... ABOUT ME: For 13 years, I've helped high-growth companies in SaaS, ecommerce & financial services optimize their finances. I audit your current state, identify improvements, and implement strategies to boost operations and decision-making. I work with: 1. SaaS businesses scaling rapidly - Automating processes, improving revenue recognition, and developing data-driven strategies. 2. Ecommerce companies optimizing profitability - Streamlining inventory, improving cash flow, and providing actionable insights. 3. Real Estate companies optimizing the property budgets and improving cash flow. MY EXPERTISE INCLUDES: • Financial audits to identify improvements • Streamlining and automating accounting processes • Ensuring compliance (GAAP, SEC, SOX, etc.) • Developing accurate, data-driven financial models • Providing strategic CFO-level guidance • Optimizing inventory management and cash flow • Managing large investment portfolios • Preparing for successful fundraising rounds FAQs: ➜ "What results can I expect?" Recent client successes: ✔️ Raised $30.5M in venture funding and debt financing ✔️ Generated 75% year-over-year revenue growth ✔️ Facilitated $5M division sale through a Special Purchase Agreement ✔️ Led successful data migrations from multiple ERP and accounting software ✔️ Managed PPP loan forgiveness process for $500K ✔️ Navigated complex IRS and third-party audits ➜ "What sets you apart from other finance professionals?" Several key things: 1. Extensive cross-industry experience in SaaS, ecommerce & real estate, bringing diverse, battle-tested strategies. 2. High-level roles (CFO, Accounting Manager, Senior Platform Operations Accountant) at major companies like Coinbase, managing large portfolios and complex initiatives. 3. Proven track record of driving revenue growth, reducing costs, and improving efficiency. 4. Entrepreneurial mindset as founder/CEO of my own consulting firm, helping navigate challenges and uncover opportunities. 5. Deep technical accounting expertise, including revenue recognition, derivatives, and regulatory compliance. ➜ "What's your pricing structure?" I offer low, affordable fixed rates until I deliver results - no hidden fees. For smaller companies with great potential, I often work for even less than my starter rate. My goal is to help you succeed without breaking the bank. ➜ "What's your process for ensuring success?" Here's my 4-step approach: 1. Audit - Thoroughly review financials, processes, and systems to identify gaps, inefficiencies, and opportunities. 2. Plan - Develop a clear, actionable plan with quick wins for immediate profitability and long-term growth strategies. 3. Implement - Execute the plan, automate processes, upgrade systems, and provide training. Create custom dashboards for real-time visibility. 4. Optimize - Continuously monitor and optimize financials, providing ongoing strategic guidance to help you scale and achieve goals. NEXT STEPS: Book your free 30-minute financial review today. We'll discuss challenges, identify quick wins, and see if we're a good fit. No cost, no obligation - just expert insights for informed decisions about your financial future. ➜ One last thing: I'm willing to put skin in the game and prove my value upfront. Unlike most finance professionals who just talk big, I guarantee results. I'm confident I can deliver real, measurable ROI for your business. Ready to take your financials to the next level and accelerate growth? Let's talk. But don't wait - my calendar is filling up fast and I can only take on a few new clients each month. Book your free review now and let's start unlocking your company's full potential. Looking forward to speaking with you! -Gabriel H.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Business Plan
    Xero
    Cost Accounting
    Project Accounting
    Financial Planning
    Fund Accounting
    Account Management
    Financial Accounting
    Account Reconciliation
    International Accounting Standards
    Bookkeeping
    Oracle NetSuite
  • US$96 hourly

    • 4.6/5
    • (46 jobs)
    I am a CPA and a Finance and Business Executive. I have experience across many different industries. I have a passion for solving problems, engineering solutions and automating work with technology. Contact me for Fractional CFO or COO services, system implementation, financial reporting, financial modeling, sales, marketing and operational reporting and automation. Let me show you how to engineer your reporting to drive action, business results and improved profitability. I specialize in Financial Reporting, Automation, Web Automation, Data Scraping, Sales and Marketing Reporting, Operational Reporting, and gearing those reports toward action to drive business outcomes.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Visual Basic for Applications
    Google Workspace
    JavaScript
    Selenium WebDriver
    Data Analysis
    Selenium
    Financial Reporting
    Macro Programming
    Financial Statement
    Accounting Software
    Customer Relationship Management
    Automation
    Microsoft Excel
  • US$200 hourly

    • 4.9/5
    • (41 jobs)
    Hello, I am a highly accomplished financial executive with extensive experience in strategic financial management and value creation, with expertise in designing business models. I am a 5x founder and a small business owner, having been a CEO and CFO for venture-funded companies in Biotech, Cleantech, and SaaS, achieving multiple exits, securing over $500M in financing, a $145M IPO, and $5B in M&A . Expert in finance, strategy, capital raising, and strategic acquisitions. Let’s connect to explore how I can help your business thrive. My fractional CFO services encompass the following: + Accounting Oversight + Advisory + Board Presentations & Advisory + Business Model development, refinement + Corporate Development, M&A + DCF valuations, forecasting, budgeting + Dynamic three-statement models (operating plan) + Financial analysis & financial reports + Financial Modeling + Fundraising Strategies + GAAP compliance + Market Sizing (TAM-SAM-SOM) + Strategic Planning + Techno-economic models + Turnarounds +. Financial planning and strategy Recent Projects + Financial modeling, planning, budgeting, and forecasting for a $200M investment into three SaaS-based ConTech ventures, preparing for spin-out from a KSA-based giga-project. Ensures operating and capital budgets align with strategic goals and comply with corporate governance covenants. + Transformed an F-150 incubated startup in the SaaS mobility space by creating and implementing a new strategy and business model to drive a 230% surge in service appointments, expanding contribution income from $57M to $340M within 18 months. + Led a DTC e-commerce company from near insolvency and over-leverage by decreasing short-term debt by $340,000 and strengthening the balance sheet by shedding non-performing assets and tapping non-dilutive MRR-based capital. Lifted EBIT by 44% and increased operating profit by 48%. + Advised CEO and VP of Finance of closely held $10M ARR, AI/ML SaaS company in pre-audit, QoE, and valuation workstreams to adjust and conform to ASC-718, ASC-606, and ASC-350-40.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Venture Capital Consulting
    Forecasting
    Financial Modeling
    Business Cases
    Pro Forma Statement
    SaaS
    Business Plan
    Business Modeling
    Financial Analysis
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • US$350 hourly

    • 5.0/5
    • (166 jobs)
    Let me use my years of experience as a business and corporate attorney to assist you with your legal needs and I am sure you will be pleased with the added value I bring to the table. BUSINESS CONTRACTS AND TRANSACTIONS I have handled numerous business transactions such as sale of a business, asset purchase agreements, adding partners or members to a limited liability company, and advising on joint ventures. Just some of the many contracts I have drafted include: - Consulting Agreements; - Operating Agreements; - Partnership Agreements; - Founder Agreements; - Joint Venture Agreements; - Shareholder Agreements; - Independent Contractor Agreements; - Confidentiality Agreements; - Non-circumvention and Non-disclosure Agreements; - Non-solicitation Agreements; - Settlement Agreements with Non-Dispaaragement Clauses; - Hold Harmless and Indemnity Agreements; - Warranty and Disclaimer Clauses; - Distribution Agreements; - Licensing Agreements; - Finder's Fee Agreements; - Website Terms and Conditions; - Website Privacy Policies; - Employment Agreements; - Financing Agreements; - Term Sheets; and - Memoranda of Understanding. WEBSITES Regarding website Terms and Conditions and Privacy Policies I can usually offer a flat rate fee after discussing the matter further and finding out exactly what type of website is involved. If it is not an Interactive website or platform (web visitors cannot leave comments, reviews, or network with one another) then it is different than the disclosures and disclaimers I use for a site that does allow visitors and customers to interact. The liability and risk issues are much different. I have done over 20 Terms and Conditions, Privacy Policies Disclaimers, and Refund Policies for the following types of websites in just the past 2 years: - subscription based platforms - hiring/networking based platforms - ecommerce companies - service based companies - financial information websites - SaaS businesses - PaaS (Platform as a Service) - news and informational websites - crypto platforms BUSINESS PLANNING AND STRATEGY I have advised many business clients, large and small, with planning and strategy, strategic relationships, corporate restructuring, international product sales, capital raising options, deal structure, term sheet proposals, as well as funding and financing options. I have advised clients regarding PaaS, subscription based, and networking themed businesses. BUSINESS FORMATION AND STRUCTURING My law practice has involved representing clients in business matters, including structuring all forms of legal entities and preparing contracts such as partnership agreements, joint venture agreements, operating agreements for LLCs, shareholder agreements, purchase agreements, and employment agreements. I have also advised clients in joint venture structuring, provided networking opportunities, and structured various transactions to meet the needs of my clients. Often I assist my clients with the drafting of a term sheet or memorandum of understanding to make sure the parties are in agreement before contracts are drafted. Please reach out to me so we can have a free, short call and I will be glad to answer any questions you may have and explain why I am the best fit for your project. I can usually offer a flat rate fee after discussing the documents or legal services that are needed.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Legal Consulting
    Legal
    Connecticut Bar Association
    Limited Liability Company
    Startup Consulting
    Startup Company
    Partnership Agreement
    Terms & Conditions
    Corporate Law
    Corporate Governance
    Corporate Strategy
    Corporate Maintenance
    Contract Drafting
    Legal Entity Structuring
  • US$70 hourly

    • 4.9/5
    • (25 jobs)
    With over nine years of professional experience working with some of the most well-known companies in the country, I provide all my clients with top-tier results for every project. I have provided Legal support to a well known British PR firm and supported a large UK Bank by providing company secretarial services. Additionally, I was instrumental in delivering a cross-border GDPR compliance program while working for a large British retail brand. I most recently set up my own legal consultancy with a view to provide access to affordable legal support to entrepreneurs and SME’s. I aim to use Upwork as a way to extend the fantastic work I do to more people. I can assist with a variety of tasks including: - Legal Drafting - Non-Legal Drafting - Editing - Legal Transcription - Non-Legal Writing - Legal Research - Contract Review - GDPR Related Support - Company Secretarial Support My peers describe me as professional and personable and always determined to deliver the best results. I look forward to using my skills to help you achieve the best in your project.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Startup Consulting
    Voice-Over
    GDPR
    Business Services
    Regulatory Compliance
    Corporate Governance
    Data Privacy
    Partnership Agreement
    Legal Consulting
    Document Review
    Draft Correspondence
    Contract Drafting
    Draft Documentation
  • US$200 hourly

    • 5.0/5
    • (435 jobs)
    I am a contracts attorney with over 24 years of experience at General Electric, Teachers College Columbia University, and Siemens Energy, where I've drafted, negotiated, and executed billions of dollars of large, complex, cutting-edge technology contracts across the globe. I am an expert. Currently, I have my own practice where my focus spans a wide range of contractual agreements including: ● influencer ● partnering ● publishing ● SaaS ● IP licensing ● technology transfer ● website terms of use ● CCPA & GDPR compliant privacy policies ● IT outsourcing ● cloud services ● residential and commercial construction ● subcontractor ● education ● FERPA ● medical ● HIPAA ● mergers and acquisitions ● employment ● commercial lease ● equity share ● equipment sale & lease ● franchise ● travel ● confidentiality ● non-compete ● RFP/RFQ ● FAR ● AIA ● and more…. I write clear and concise documents, that are accurate, balanced, and marketable. I provide practical advice on complex contractual terms. I ensure technical excellence by drafting prudent agreements and promptly answer technical queries about contracts law and best practices. I also advise on contractual disputes to achieve the most favorable outcomes. Seeing the data revolution, I'm also developing Contract Reader - an artificial intelligence algorithm that reads your contract and displays significant risk issues. You don't have to read the boring stuff! This is a revolutionary form of legal service that's immediate, accurate, and very inexpensive.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Business Consulting
    Natural Language Processing
    Employment Consideration
    Drafting
    The Florida Bar
    Transportation & Warehousing
    Intellectual Property Law
    Contract Negotiation
    Contract Law
    Contract Drafting
    Data Mining
    Legal Research
    Legal Consulting
    Corporate Law
  • US$70 hourly

    • 4.8/5
    • (100 jobs)
    Finance professional, successfully completed finance digitalisation, automation, ERP implementation and consolidated management reporting build-up projects, Smartsheet Product Certified User, Airtable Consultant -former CFO- CPA, QuickBooks ProAdvisor, working for multinational companies (Air France, Motorola and Carlsberg), having more than 15 years of experience in Financial Management. Proven track record in financial planning, analysis, accounting, treasury, taxation, audit, system implementation (Oracle and Microsoft Navision, Quickbooks, Xero) US GAAP and IFRS reporting, international VAT, compensation and benefits, HR, process mapping and engineering. Extensive use of Hyperion financial data warehouse and Smartsheet project management tool.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Accounting Software
    Xero
    Financial Statement
    Financial Planning
    Value-Added Tax
    Smartsheet
    Financial Reporting
    Financial Management
    Corporate Finance
    Financial Analysis
    Microsoft Excel
    Intuit QuickBooks
  • US$250 hourly

    • 5.0/5
    • (28 jobs)
    Hello, and thank you for your time. As a long-time business attorney, my approach is solution-oriented and entrepreneurial. I help clients negotiate, structure, draft and close complex commercial contracts, M&A, business and corporate transactions and real estate deals. With my assistance, my clients minimize risk and close deals quickly and strategically, with the best possible terms. I can serve as your Virtual General Counsel or freelance attorney. I carry professional liability insurance and I offer flat-fees and low hourly fees, giving my clients predictability and allowing them to close under budget. Visit my website at jsettleslaw.com for more information. I've practiced law for over 25 years, at regional and international law firms and as in-house counsel and the Corporate Secretary of a large, publicly traded corporation. I'm admitted to practice law in the States of Arizona and Nevada, and I've closed over $10 billion in highly successful, unique and creative transactions. M&A Deals: Representing buy-side and sell-side. Review and negotiate LOIs, asset and stock purchase and sale agreements; perform due diligence; close deals. Commercial Contracts: Purchase and Sale Agreements, NDAs, Letters of Intent, Terms & Conditions, Services Agreements, Construction Contracts; Non-Compete Agreements, Service Level Agreements, Warranty, Vendor Contracts, Joint Ventures . . . and much more. Borrowings and Corporate Finance: Real Estate Loans, Revolvers, Equipment Finance, Mezzanine Loans, Construction Loans, Tax Exempt Bonds, Preferred Stock, Common Stock, Merchant Funding/UCC Real Estate: Acquisitions, Dispositions, 1031 Exchange, Deeds, Leases, Property Management Agreements, Title & Survey, Construction Contracts, CC&Rs, Easements Corporate Transactions: Corporations and LLCs, Virtual General Counsel, Board & Shareholder Meetings, Corporate Secretary Service, Corporate Governance, Listing Standards, Subsidiary Structuring, Disclosure, Intercompany Agreements, I'm available for projects large and small, complex and straightforward. I look forward to hearing from you. Feel free to contact me at any time for a free initial consultation. Jennifer M. Settles, Esq.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Real Estate Investment Assistance
    Review
    Real Estate Law
    Corporate Finance
    Corporate Governance
    Property & Equipment Lease
    Corporate Law
    Due Diligence
    Legal Entity Structuring
    Limited Liability Company
    State Bar of Arizona
    State Bar of Nevada
    Contract Drafting
    Contract Negotiation
  • US$135 hourly

    • 4.4/5
    • (70 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • US$250 hourly

    • 5.0/5
    • (2 jobs)
    Hello, My name is Uma Deepak. I am a Finance leader with ~20 years of experience in leading high-growth businesses and influencing decision-making at companies like Amazon (AWS), Microsoft, Philips and Morgan Stanley. I have owned financial controllership for multi-billion dollar contracts, led new product launches as a Finance Partner, monitored product margins through FP&A and streamlined operations using KPIs and business metrics. I have experience building and leading teams and partnering with Business teams to scale growing businesses and drive focus on key financial metrics using a data-driven approach. I can easily switch gears from leading teams to rolling up my sleeves and accomplishing complex goals, with my advanced financial modeling skills, working knowledge of SQL and data visualization tools. I started my consulting firm in November 2022, because I wanted to pursue my passion to serve businesses such as yours, as a trusted business advisor and Fractional CFO. I bring strategic insights on how a business can scale effectively, that are driven by nearly two decades of corporate experience at Fortune 500 companies. I understand business fundamentals and what metrics matter to growth.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Financial Projection
    Financial Modeling
    Business Presentation
    Financial Report
    Amazon Web Services
    Cash Flow Analysis
    Strategy
    Financial Analysis
    Finance & Accounting
    Business Plan
  • US$45 hourly

    • 5.0/5
    • (343 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 Corporate governance
    Investment Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • US$135 hourly

    • 5.0/5
    • (18 jobs)
    You are trying to get your business to the next level, but without accountability and knowing your financial picture, the growth will be painful, and you will still do most of the work. Do you think that if you grow by 30% more than the prior year, you will be 30% better off? You might end up down 10% if someone isn’t watching the cash to make sure that the expenses required to fund that growth is covered by the increase in cash received, not just revenues. Many business owners think that all they need is some financial help, but the problem can often run deeper. Along with the skills to explain your financial statements to you, identify areas to improve efficiency, reduce costs, my background shows an ability to keep people on task and accountable. Finance consulting is an important function for every organization and includes weekly updates of metrics, financials and business processes. A management consultant who understands finance goes beyond the daily accounting needs to work as a partner to add its experience to all decisions — because all decisions have a financial element. The value of working with an experienced President/CEO, CFO and consultant is measured in dollars and peace of mind. The goal is to bring more clarity to your business, working with you to paint a clear picture of the future and hold people accountable for working toward the vision. Along the way, having someone ensuring that your decisions make financial sense also brings peace of mind — clarity. You should use me as the one to help implement the ideas, but the implementation is best when it is done in collaboration; guiding your employees to develop the standards to hold themselves accountable. Running a business is squishy because it's all about people. A conversation about your business will save both of us a lot of time. A phone call doesn't cost you anything; message me to set a time. Ready to help you move forward, Dan Hackett P.S. Hourly rates do not often make sense because helping a business is not task-oriented. Let's set a fixed fee to give you the certainty that you are getting value. Turn it off at any time.
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Financial Modeling
    Corporate Strategy
    Pro Forma Statement
    Management Skills
    Business Coaching
    Management Consulting
  • US$150 hourly

    • 4.7/5
    • (62 jobs)
    My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I have expertise with Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity, Family-Owned and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Demystify Amazon Business Central data and reports - Cohort analysis - Excel modeling - 3 statement econometric models - KPI development and reporting - Managing accounting and bookkeeping staff - Speedy Month-end close best practices - Big Data trend analysis - Reporting gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimizing QuickBooks - Full role fractional CFO or Controller
    vsuc_fltilesrefresh_TrophyIcon Corporate governance
    Cost Variance Analysis
    Amazon FBA
    Pricing Strategy Consulting
    Cash Flow Modeling
    Financial Reporting
    Microsoft Power BI
    Shopify
    Inventory Management
    SaaS
    CRM Automation
    ERP Software
    Data Analysis Expressions
    Accounting Software
    Financial Analysis
    Accounting Principles & Practices
  • Want to browse more freelancers?
    Sign up

How it works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Corporate Governance Consultant on Upwork?

You can hire a Corporate Governance Consultant on Upwork in four simple steps:

  • Create a job post tailored to your Corporate Governance Consultant project scope. We’ll walk you through the process step by step.
  • Browse top Corporate Governance Consultant talent on Upwork and invite them to your project.
  • Once the proposals start coming in, create a shortlist of top Corporate Governance Consultant profiles and start to interview.
  • Hire the right Corporate Governance Consultant for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Corporate Governance Consultant?

Rates charged by Corporate Governance Consultants on Upwork can vary with a number of factors including experience, location and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Corporate Governance Consultant on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Corporate Governance Consultants and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Corporate Governance Consultant team you need to succeed.

Can I hire a Corporate Governance Consultant within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Corporate Governance Consultant proposals within 24 hours of posting a job description.

Schedule a call

Looking to hire for long-term or full-time assignments? See how Full-time hiring on Upwork simplifies the process.