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Rating is 4.8 out of 5.
4.8/5
based on 183 client reviews
  • US$95 hourly

    • 4.8/5
    • (26 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.
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    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$10 hourly

    • 4.7/5
    • (8 jobs)
    Hi ! I'm Nhica Martinez, I strongly believe to “Do not fear failure but rather fear not trying.” I am an experienced Customer Service Representative. I worked in a Telco Account during that time. I'm a Virtual Assistant now, providing help and assistance with Home Insurance, Car Insurance and Commercial Insurance, etc. I'm trained to different offices like Microsoft Office Word Microsoft Office Excel Microsoft Office Power Point Microsoft Office Outlook Microsoft Office Teams I offer: *Virtual Assistant *Customer Service *Client Management *Chat Support *Email Communication I assure you to deliver high-quality of my service ON TIME! Looking forward to working with you ! Communication is really important to me, let's keep in touch !
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Insurance & Risk Management
    Customer Service
    Form Completion
    Computer Skills
    Translation
    Data Entry
    Insurance Policy Analysis
    Customer Service Training
    English
    Filipino
  • US$50 hourly

    • 5.0/5
    • (232 jobs)
    LICENSED 620 ALL LINES FLORIDA ADJUSTER #W604888 LICENSED ALL LINES TEXAS ADJUSTER #2544435 LICENSED PROPERTY & CASUALTY, CROP & WORKERS COMPENSATION LOUISAIANNA ADJUSTER #886089 Providing you, the client, with Insurance Restoration/Disaster Recovery & Mitigation Estimating services using Xactimate & Symbility estimating programs, to help support your Restoration business with high-quality service, quick turnaround with meticulous attention to detail. Additionally, I provide invoice writing as well for restoration and mitigation services. You can provide me with the scope with measurements & notes and pictures of damages, or If you are in our inspection coverage area, I can inspect to compile the scope and take photos of damages. Twenty-two years overall experience in the construction industry and 16 years experience in Insurance Restoration and Cleaning as a contractor doing all phases of work to include Water Damage and Structural Drying, Mold Remediation, Odor Removal, Fire & Smoke Cleanup, soda blasting, demolition/removal of non-salvageable items, containment setups, content pack out and cleanings, repairs, project management, estimating, scheduling, negotiations with adjusters. Certified NORMI Bicide Applicator and Certified Anabec Applicator and the first person to get a 100% on the exam.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Insurance Claim Submission
    Engineering, Procurement & Construction
    Construction
    Insurance & Risk Management
    Insurance
    Insurance Appraisal
    Insurance Consulting
    Xactimate
    Property Insurance
    Estimator
    Cost Estimate
    Construction Management
    Data Entry
    Insurance Policy Analysis
    Construction Estimating
  • US$100 hourly

    • 5.0/5
    • (4 jobs)
    Garnered a reputation as a 'go-to' resource when results are needed, recognized for a unique blend of thought leadership, innovating ideas, inspiring individuals, business support, and strategic planning. Expert in leading high-value projects from inception to execution while staying within budgets and tight timelines. A rare ability to envision a roadmap while engaging and empowering team members in driving efficiency and excellence throughout the full lifecycle of the project. Highly skilled in ensuring resource levels, skills competency, and knowledge to achieve high-quality service delivery in alignment with goals and objectives. Exceptional at multi-tasking and handling of sensitive deliverables.
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    Management Skills
    Business
    Insurance
    Business Management
    Risk Management
    Project Risk Management
    Insurance & Risk Management
    Business Process Management
  • US$50 hourly

    • 5.0/5
    • (16 jobs)
    Hi there! I am a P&C-licensed CPCU with over 20 years in the insurance industry. I have experience in both personal and commercial lines of business and have spent the past 10 years in Underwriting, more recently within the insurtech space. I also hold my API and AINS designations and a bachelor's degree in Business Management from Rhode Island College. I specialize in insurance content writing and SEO, as well as fact-checking. Let's chat about your project!
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Insurance Consulting
    Property Insurance
    Insurance Agency Operations
    Liability Insurance
    Vehicle Insurance
    Insurance & Risk Management
    Data Entry
    Insurance Policy Analysis
    Zendesk
    Blog Content
    Search Engine Optimization
    Content SEO
    Article Writing
    Blog Writing
  • US$20 hourly

    • 4.9/5
    • (19 jobs)
    As a qualified actuary with over 6 years of experience in the insurance industry, I specialize in creating and developing life insurance products, conducting actuarial analysis, calculating reserves, assessing risks, and developing financial models. I have also passed Probability (P), Financial Mathematics (FM), Long-Term Actuarial Mathematics (LTAM), and Short-Term Actuarial Mathematics (STAM) exams of the Society of Actuaries (SOA). In addition to my actuarial and insurance experience, I have a strong skill set in data analysis using R program and Google Sheets. I can perform statistical analysis, build predictive models, and create visualizations to communicate results effectively. I also have deep Excel knowledge, which is critical to my data analysis skills, enabling me to create, update, visualize, automate, and optimize complex models. My ability to work with data across different platforms enables me to provide a comprehensive view to clients, integrate insights from different sources, and provide additional value beyond traditional actuarial and insurance work. I am committed to delivering high-quality work to clients while maintaining affordability and building long-term relationships based on trust and mutual respect.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Statistical Analysis
    Google Sheets
    Dashboard
    Insurance & Risk Management
    Life Insurance
    Excel Formula
    Data Analysis
    Predictive Analytics
    Microsoft Excel
    Data Visualization
    Insurance Consulting
    Property Insurance
    R
    Mathematics
    Probability Theory
  • US$15 hourly

    • 4.8/5
    • (102 jobs)
    Hi, I am Mueed Abdullah, (CPC) (CPB) (R.ph), a Certified Medical coder, biller and credentialing spcialist with HIPAA compliant, having 9+ years of experience in the US healthcare system, handling complete RCM of verious medical specialties all over the US. Who I am? -Certified Medical Biller -Certified Medical Coder -Medical Auditor holding CPC and CPB from AAPC, -RCM manager and Account Receivable specialist --credentialing specialist -Medical research writer, QA, and Regulatory pharmacist, What I offer? Medical billing services: • Patient demographic entry • Charge Entry in billing software • Eligibility verification with payers • Medical claim scrubbing. • Claim submission to payers • Primary, Secondary and tertiary payers claim to process. • Denial Management • Account Receivable follow up • Payment posting and adjustment management • Patient billing for patient’s responsibility • Customized financial reports. • Scheduling calendar • Data Reconciliation • Account Management • Data Reconciliation • Account Management Expertise: Coding (ICD-10-CM, ICD-10-PCS, DRG, HCPCS level II, CPT, modifier) Behavioural and mental health Primary care Internal Medicine Chiropractic Emergency Ambulatory Labs DME Cardiology Orthopedics Radiology Telemedicine Telehealth Software that I have used: Nextgen Citrix Cerner AdvancedMD ECW CollaborateMD Kareo Practice fusion Office Aly Athena health Simple practice Meditech
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    EMR Data Entry
    Medical Billing
    Medical Records Software
    Electronic Health Record
    Revenue Management
    Accounts Receivable
    Insurance Claim Submission
    Insurance Verification
    Medical Mastermind Medical Billing Services
    Medical Procedure Coding
    Administrative Support
    Healthcare Common Procedure Coding System
    Medical Billing & Coding
    Data Entry
    ICD Coding
  • US$55 hourly

    • 5.0/5
    • (9 jobs)
    I am licensed as a Property and Casualty Insurance Consultant in the State of New York. I also hold an "Advanced Diploma in Insurance" issued by the Chartered Insurance Institute (CII), United Kingdom, and possess over 20 years experience of working with insurance companies at various operational and management levels in the Underwriting and Claims Departments. I have knowledge and experience working with the following product lines: + Property and Casualty (Personal and Commercial) +Auto (Personal and Commercial) + Marine & Aviation + Civil Engineering Insurance; + Equipment Breakdown Insurance; + International Travel; As an Underwriter, I have handled and supervised the entire underwriting process as under: • Onboarding new clients. • Helping with insurance application forms. • Determining the required scope of coverage. • Reviewing, assessing, and rating risks. • Issuing cover notes, certificates, policies, endorsements, and renewals, • Retaining and servicing old clients. As part of the underwriting team, I managed personal/commercial accounts and maintained direct contact with clients, insurance agents/brokers, lessors/mortgagors, and other financial institutions. As a Claims Manager, I managed the claim handling and settlement process and settled hundreds of claims, ranging from minor auto damages to large industrial fires. I was also part of many dispute resolution and mediation teams and closely coordinated with clients, agents/brokers, adjusters/solicitors, and financial institutions. I can help you with "Insurance Policy Review and Analysis" and with 'Insurance and Risk Management." I also have a passion for writing and would welcome opportunities in technical and creative writing.
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    Management Skills
    Business Management
    Insurance & Risk Management
    Insurance Consulting
    Interpersonal Skills
    Writing
    Microsoft Excel PowerPivot
    Underwriting
    Complaint Management
    Computer Basics
    Insurance
    Creative Writing
  • US$129 hourly

    • 5.0/5
    • (143 jobs)
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
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    Chartered Global Management Accountant
    Marketing Analytics
    Google Analytics
    Tableau
    Management Accounting
    Business Planning & Strategy
    Data Visualization
    Management Consulting
    Financial Modeling
    Business Cases
    Business Plan
    Business Analysis
    Financial Analysis
    Strategic Plan
  • US$150 hourly

    • 5.0/5
    • (43 jobs)
    I have worked for over 10 years as an actuary and utilize the power of Excel daily in my job. I am also an ASA in the society of actuaries and a member of the American Academy of Actuaries. As an actuary, I have extensive experience in reserving, data manipulation and mining to develop trends, financial forecasting, risk score analytics and price model development. In my career I have taken on numerous complex projects from the planning phase through the completion and presentation phase. My work also requires me to work with large data sets in Excel to develop complex projection models. I have 2 core competencies that define my process of working in Excel : 1. Most projects assigned to me in my work life are very abstract with just an end goal in mind. I have honed my ability to take those abstract ideas and focus them into an Excel solution that not only meets the end goal, but incorporates other critical elements that were not identified in the initial assignment 2. Workbook structure has to be well defined and documented so that the file is easy to navigate and update since most projects are not one-offs. Color coding, instructions, name definitions are just a few of the techniques I use to make sure every project is clear, concise and easy to update. My experience has prepared me to take on jobs ranging from simple excel workbook solutions to complex actuarial analysis. No job is too small or too big for me to take on.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Microsoft Excel
    Statistical Analysis
    SQL
    Startup Consulting
    Insurance & Risk Management
    Financial Modeling
    Data Visualization
    Visual Basic for Applications
  • US$40 hourly

    • 4.8/5
    • (707 jobs)
    🎯 Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • US$50 hourly

    • 5.0/5
    • (19 jobs)
    I am a highly experienced editorial professional and subject matter expert in human resources and environmental, health, and safety regulatory compliance and training requirements. My accomplishments reflect my ability to produce accurate communications in English and Spanish (bilingual). Qualifications include:  Expertise in the research and analysis of regulations, codes and standards, and legislative process.  Subject matter expert in occupational safety and health regulatory and training requirements.  Subject matter expert in human resources sexual harassment, bullying, workplace violence, and workers' compensation compliance.  Skilled in hazardous waste, ISO 14001, and international environmental legislation (REACH, WEEE/RoHS).  OSHA 10 and 30 certifications.  Proficient in translating complex, technical, and legal language into plain English.  Skilled in Chicago Manual of Style, Associated Press Stylebook and Libel Manual, American Medical Association Manual of Style, and American Chemical Society Writing Style Guide.
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    Construction
    Financial Audit
    Blog Writing
    Writing
    Employee Training
    Translation & Localization Software
    Regulatory Intelligence
    Legal Translation
  • 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 Insurance And Risk Management
    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • US$250 hourly

    • 5.0/5
    • (166 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 Insurance And Risk Management
    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$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.
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    Financial Modeling
    Corporate Strategy
    Pro Forma Statement
    Management Skills
    Business Coaching
    Management Consulting
  • US$30 hourly

    • 4.3/5
    • (208 jobs)
    As a technology expert specializing in AI development, LLMs, and Neural Networks, I bring a wealth of experience in Full Stack Engineering, with deep knowledge of both Frontend and Backend development. I excel in building robust, scalable solutions using a wide range of programming languages and frameworks, including Python, Node.js, React, React Native, HTML, CSS, JavaScript, Solidity, and more. My expertise extends to creating intuitive and engaging user interfaces, leveraging tools like Figma for exceptional UI/UX design. Whether you need a state-of-the-art web application, a blockchain-based solution, or AI-powered tools, I deliver comprehensive services tailored to your unique needs. Currently, I serve as the Managing Director & CEO at Ruskin Felix Consulting LLC, a global management consulting firm. With a focus on technology and innovation, I lead a specialized team across AI, software development, and blockchain projects, bringing transformative solutions to over 2,000 clients worldwide. Feel free to reach out if you are looking for a partner who can help you leverage the latest in technology to drive your business forward.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    React
    NodeJS Framework
    Web Development Consultation
    Web Development
    AI App Development
    AI Consulting
    AI Platform
    Python
    Software Architecture & Design
    Software Development
    Business Planning & Strategy
    Blockchain
    Financial Modeling
    Cryptocurrency
    Business Strategy
  • US$75 hourly

    • 5.0/5
    • (5 jobs)
    Hello, My name is Chad Hurka and my recent professional positions have included Product Manager and Product Owner positions. I started my career as a Software Engineer and I have continued to foster a deep interest in programming. I maintain my technical expertise through Udemy courses and hobby projects. Most recently I completed an Amazon AWS course and also an Angular course. I find that keeping my technical experience current helps immensely when working as a product manager or a product owner because not only does it increase my credibility when working with software engineers, it also improves my understanding of certain technical requirements. I have experience in a number of industries including fintech (Broadridge Financial Solutions), healthcare (ZOLL Data Systems), and logistics (FedEx). In my opinion, these experiences have broadened my working knowledge and made me a well rounded professional. I’ve worked on SaaS applications with 300,000 users, mobile applications with 100,000 users (both Android and iOS), and enterprise applications. My experience also includes high-value SaaS applications with contract values starting at $1 Million. I’ve brought applications from concept stage all the way to the first sale and beyond in addition to leading mature, robust, flagship products. As a developer, my strongest programming language is PHP (including PHP 5+) closely followed by JavaScript (Typescript, jQuery) . I'm very comfortable at writing SQL and designing / interacting with relational databases. I have experience working with enterprise Java and C# web applications. In past freelance engagements I have upgraded legacy PHP applications, managed Wordpress websites, designed web pages / entire websites, advised on SQL and database structure, and contributed to various coding projects in various languages. Outside of work, I work as a volunteer firefighter and I hold a number of professional certifications related to those activities. I’ve also authored two books - one as an individual and one as a collaborative effort. I look forward to the opportunity to work for your organization. Thank you, Chad Hurka
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    TypeScript
    PHP
    C++
    SQL
    JavaScript
    C#
    Java
    HTML
    Data Analysis
    C
    Product Management
    Adobe ColdFusion
    Information Analysis
    Database
  • US$30 hourly

    • 5.0/5
    • (4 jobs)
    Experience Account Manager, Customer Service representative. I am well-versed with Agency Management systems such as EPIC & Applied. I have more than 20 years experience in Commercial Insurance and can help you get organized, complete back-logged projects, create client spreadsheets, vehicle lists, statement of values, summaries of insurance. I can process policies, create COI's, process endorsements, review contracts for insurance issues. I can provide any admin work needed. I have my Associates and the following insurance certifications, AAI, AIS, CIC, CPIW and I am working on my CRIS. I was active with Certified Professional Insurance Women for 8+ years and served as associate director and director. I am looking to work remotely for all tasks and after regular business hours. I can work some Saturday's in office if needed.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Customer Service
    Liability Insurance
    Insurance Policy Analysis
    Property Insurance
    Vehicle Insurance
  • US$75 hourly

    • 5.0/5
    • (35 jobs)
    As an experienced CFO Advisor, I specialize in providing expert financial guidance to businesses of all sizes, helping them to grow, optimize their finances, and achieve their goals. With a proven track record of success in driving business growth, I offer advisory services tailored to your unique needs, including financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and more. I also have entrepreneurial experience in founding two companies. With extensive experience in finance and business operations, I bring a unique perspective to my work, understanding the financial implications of decisions and the operational and strategic factors that impact business success. Whether you're a startup seeking to raise capital, a mid-size company looking to expand, or an established enterprise seeking to optimize your finances, I can help you to navigate complex financial challenges and achieve your goals. Services offered: Virtual CFO Advisory Financial planning and analysis Budgeting and forecasting Cash flow management Risk management and mitigation Financial modeling and analysis Capital raising and financing strategy Experience: 14+ years of experience as a business and finance expert. Successfully advised firms in various industries, including technology, healthcare, e-commerce, manufacturing, etc. Proven track record of driving business growth and optimizing finances. Extensive experience in financial planning and analysis, budgeting, cash flow management, risk management, and more. Strong communication and presentation skills, with experience presenting to boards, investors, and other stakeholders. Detail-oriented and analytical, with a focus on data-driven decision-making. Education: Bachelor's degree in Accounting - Asia e University, Malaysia. Harvard Business School Online - CORe, Passed with Honors. Certifications: Chartered Institute of Management Accountants - United Kingdom. Certified Internal Auditor - Institute of Internal Auditors, USA.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    QuickBooks Online
    Shopify
    Business Consulting
    Financial Management
    Financial Statement
    Financial Planning
    Internal Auditing
    Business Plan
    Financial Analysis
    Ecommerce
    Finance
    Strategy
    Internal Control
    Cash Flow Analysis
    Financial Projection
  • US$85 hourly

    • 5.0/5
    • (5 jobs)
    👀 Accountant with 15+ years' experience specializing in analytics, reporting and the technologies that drive the data. An interdisciplinary perspective shaped by practical experience that continuously evolves through rigorous professional development. 🏭 With Experience in insurance, contract manufacturing, industrial wholesale, IMR Sales, tech startups and online marketplaces. I tackle the challenges that require not just technical chops but a finance perspective to deliver well-rounded solutions fit for decision making. 🎓 I hold a master's in business but formal schooling is only where lifelong learning begins. Professional development is a part of my daily routine. I enjoy listing to podcasts, spending countless hours on YouTube, taking online courses, and diving into hobby projects. My patient attitude and pedagogical awareness lend well to being a good coach and mentor to help develop those I work with. 💰 My finance and operational skills have been honed from the ground up with experience at all levels from clerical to CFO. I enjoy opportunities to roll up my sleeves and stay connected with the granular processes of the organization. 📊 My Analytic skills have their roots in Excel but are now reinforced by SQL, Python and front end analytics tools. Even with advanced techniques at my disposal I often find that a spreadsheet is still the right size approach to many problems. I consider a variety of factors when proposing a solution, among them; additional infrastructure to maintain, labor costs to maintain, and resiliency to changes in the business environment. There are usually tradeoffs in different technologies but I will work with you to find the solution that works now and into the future. 🏭 ➕ 🎓 ➕💰➕ 📊 = 😁 Each skill foundations have their own merits but combined these disciplines create an approach that is practical, insightful and strategic. ¿WHY CHOOSE ME OVER OTHER FREELANCERS? 💵 Value: Focused on bringing value to relationship and becoming a strategic partner to your business needs. ❓ Asking the why's: Understanding the problem and understanding the client are necessary to let my experience shine. Asking the right questions improves our relationship and the results. 🤏 "Right size" approach: For any solution to be durable it has to be a good fit for the environment it will be deployed in. Every solution has a cost beyond the development. I work with clients to find the right balance of technology and labor to maximize the long term ROI. 📋 Over Document: Documentation is a cornerstone to business resiliency. It becomes the training tool when solutions are delegated and the beacon when something gets fouled up. It allows the work to transcend the people that created it and become a part of the organization. Creating it can be cumbersome and value may not be apparent at first but I am a firm believer that a solution is never complete without the proper documentation to support it. 🕥 Patience: The patience to listen, understand and coach. Moderating the feedback loop as solutions develop and being open to any new problems that are unearthed in the journey. I can adapt to your pace and stay with you when you need help. 🚀 Going Beyond: Because I can't help it. . . I have high standards and I cannot expect a client to be satisfied if I am not satisfied myself. I seek to maximize value by finding the complete solution before the diminishing returns of perfection. 👓 Perspective: Not just fluent in the tools and methods to generate analytics but the experience to read them like your CFO. The ability to understand your goals and evaluate if results meet the objectives. 📞📧💬 I am excited to start learning about you and all the ways I can help. I am friendly and easy to do business with delivering high quality and reliable work. Please reach out so we can start the conversation on how to design solutions that work for you, your company and the bottom line.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Company Policy
    Zoho Analytics
    Zoho Books
    QuickBooks Online
    General Ledger
    BigQuery
    dbt
    pandas
    Power Query
    Cost Accounting
    API Integration
    Microsoft Power BI
    Spreadsheet Software
    Automation
    SQL
    Microsoft Excel
  • US$25 hourly

    • 4.9/5
    • (19 jobs)
    Over the years I have gained office experience in clerical help, complex data entry, data analysis, completing tasks on deadlines, and special projects. I'm extremely detail-oriented and an office chameleon; I'm a Jane of all trades for admin work whether in a team or individually. I'm negotiable with an hourly rate for a permanent position. Thank you for your time!
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Google Apps Script
    Google Sheets
    Administrative Support
    Data Mining
    Data Entry
    Google Docs
    Microsoft Excel
    Microsoft Word
    Microsoft Office
  • US$20 hourly

    • 5.0/5
    • (69 jobs)
    Data entry ninja, voice over rockstar (RU/UA) Welcome to my profile! I can make Little things for your Big business. I’m pretty sure, that at least one of my skills could be useful for you. I am an expert on: o Data Entry Jobs, PDF converting o Voice over (Russian or Ukrainian) o MS Excel, MS Word, MS PowerPoint o Google Sheets, Google Docs, Google Slides o Team management, supervising, hiring staff o Virtual assistance o Internet Research, Email Contact Research, Website Scraping (manual) o Photoshop (basic knowledge) o Transcribing videos and audio files (Russian / Ukrainian language). The ability to work on deadlines with much attention to details – That’s about me. Additional Info: • The speed of Internet: Download up to 90 Mbps / Upload up to 55 Mbps • Good PC • 2 Monitors 24” • Condenser microphones RODE NT 1-A / BM-800; audio interface Steinberg UR22 MKII • There is Backup Computer in case my main PC is not working • My OS: Windows 7 (Main PC), Windows 10 ( Backup PC ), Windows XP (laptop) • Phone with Android OS; Phone with iOS • Online everyday Thank you for visiting my profile. Waiting for your invitation
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Russian
    Content Creation
    Female
    Google Sheets
    English to Ukrainian Translation
    PDF Conversion
    Ukrainian
    Data Entry
    Microsoft Excel
  • US$150 hourly

    • 4.8/5
    • (28 jobs)
    With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Financial Modeling
    Financial Planning
    Mergers & Acquisitions
    Financial Analysis
    Xero
    Budget Management
    Microsoft Excel
    Accounting
    Financial Projection
    Intuit QuickBooks
  • US$15 hourly

    • 5.0/5
    • (1 job)
    I am a dedicated and knowledgeable professional with extensive experience in insurance compliance, claims management, and customer service. Most recently, I served as an Insurance Compliance Specialist at Coastline Equity, where I developed a deep understanding of the insurance industry. My responsibilities included analyzing Certificates of Insurance and insurance policies to ensure compliance withcompany requirements, liaising with insurance companies, and procuring insurance policies for our customers' properties. Prior to this role, I worked for 14 months as a Claims Specialist at Direct Traffic Solutions, where I managed all cargo-related claims with insurance companies, ensuring efficient and effective resolution. Additionally, I worked at LATAM Airlines, where I spent three years as a social media customer service representative. I am committed, responsible, and passionate about my work, with a proactive approach and strong adaptability. I am now seeking new opportunities to leverage my expertise in insurance compliance and claims management.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Accounting Basics
    Customer Support Plugin
    Customer Support
    Report
    Customer Service
    Email Support
    Management Skills
    Microsoft Office
    Customer Service Training
    Construction
    Report Writing
    Account Reconciliation
  • US$13 hourly

    • 4.0/5
    • (3 jobs)
    𝙉𝙚𝙚𝙙 𝙖 𝙋𝙍𝙊 𝙩𝙝𝙖𝙩 𝙘𝙖𝙣 𝙝𝙞𝙩 𝙩𝙝𝙚 𝙜𝙧𝙤𝙪𝙣𝙙 𝙧𝙪𝙣𝙣𝙞𝙣𝙜? 🚀 4-Year-All-Around Insurance Virtual Assistant 🥇 Seamless Quoting Solutions for Commercial and Personal Lines 💼 Efficient Administrative Support Here are the things you can offload to me 👇🏻 🚀 𝙋𝙊𝙇𝙄𝘾𝙔 𝙈𝘼𝙉𝘼𝙂𝙀𝙈𝙀𝙉𝙏 Wanna chat about streamlining your insurance agency's policy servicing and administration? Let's dive into optimizing your operations and elevating client experiences with top-notch assistance for seamless operation that delivers exceptional service and happy clients at every step! ✅ Here are the responsibilities I can manage for you 👇🏻 • Sending policy documents to insureds • Cancellation of Policy • Creating Policy • Sending Policy • Endorsement • Creating COIs • Running MVR • Processing policy changes and endorsements • Issuing Certificates/Evidence of Insurance ⚡ 𝙌𝙐𝙊𝙏𝙀𝙎 𝘼𝙋𝙋𝙇𝙄𝘾𝘼𝙏𝙄𝙊𝙉 𝘼𝙉𝘿 𝙎𝙐𝘽𝙈𝙄𝙎𝙎𝙄𝙊𝙉 Mastery in managing insurance quotes and submissions? That's where I shine. As the orchestrator of applications, I bring adept coordination, timely follow-ups, and seamless submissions. The outcome? Reduced errors, heightened efficiency, and impressed clients. ✅ Extensive experience in the following 👇🏻 • Creating ACORD Forms • Preparing Supplemental Applications • Requesting Loss Runs • Rating / Quoting • Direct Carrier Quoting ✅ Direct experience quoting for the following 👇🏻 • Progressive Insurance • Travelers • Allstate Insurance • Mercury Insurance • Liberty Mutual (Safeco) • Nationwide Insurance • Wellington • Appalachians • Tower Hill • Sagesure • Lemonade • Steadily Insurance • TPC • American Modern • American Risk Insurance • Guard Berkshire Hathaway and much more! 💎 𝘼𝘿𝙈𝙄𝙉𝙄𝙎𝙏𝙍𝘼𝙏𝙄𝙑𝙀 𝙎𝙐𝙋𝙋𝙊𝙍𝙏 Are you feeling overwhelmed by a heap of administrative duties? Let me be your trusted support! Whether managing CRM databases, meticulously organizing data, or gathering additional information for clients, I have the expertise and resources to ease your burden and ensure seamless operations. Let's collaborate and conquer those tasks together! Proficient with the following tools & CRMs 👇🏻 ✅ Agency Management Systems (AMS): • AMS360 • Nowcerts • EZlynx ✅ Project Management and Collaboration: • Asana • Trello • Honeybooks • Front • Slack • Microsoft Teams ✅ Customer Relationship Management (CRM): • Salesforce • Microsoft 365 (Includes Dynamics 365) • Dappr ✅ Document Management and Design: • Google Workspace (Google Sheets, Google Docs, Google Slides, Google Forms) • Microsoft Office Suite (Excel, Word, PowerPoint) • Canva (Designing marketing materials) ✅ Communication Tools • Lightspeed Voice • Vonage • Google Voice • 3cx 🟢 Sounds like what you need? 1️⃣ Send me an Upwork message 2️⃣ Click the green Schedule Meeting Button 3️⃣ Choose one for 30 minutes and I'll confirm the time slot Talk soon, Shiela
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Customer Service
    Data Entry
    Property Insurance
    Insurance Consulting
    Insurance & Risk Management
    Insurance Policy Analysis
    Email Communication
    Customer Support
    Administrative Support
    Customer Portal
    Account Management
    EZLynx
    Salesforce
    Insurance Agency Operations
    Insurance
  • US$85 hourly

    • 3.6/5
    • (10 jobs)
    Over 20 years experience in Audit and Accounting ranging from Large Public companies to small self employed individuals. I find joy in Project based opportunities wanting to research and resolve any issues you may be facing.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Financial Reporting
    Accounting Principles & Practices
    Financial Analysis
    Accounting Software
    Bookkeeping
    Financial Accounting
    Financial Audit
  • US$50 hourly

    • 4.9/5
    • (72 jobs)
    ***Experienced UK writer, now based in Bulgaria*** Hello, and welcome to my Upwork profile! I'm a self-motivated, enthusiastic, and experienced SEO content- and copywriter ready to bring my expertise and proven track record to your projects. With over 6 years of hands-on experience, I'm confident in delivering quality content that resonates with audiences and drives results for clients. I stay up-to-date with the ever-evolving world of marketing and the digital space, ensuring continuous and exceptional service. If you're interested in working together or have any questions, feel free to send me a message. I'll respond promptly so we can discuss your needs in detail. Looking forward to collaborating with you! Best regards, Manilla
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Writing
    Business Writing
    Marketing
    Website Copywriting
    Product Description
    Landing Page
    Search Engine Optimization
    Copywriting
    SEO Keyword Research
    Content SEO
    SEO Writing
    Tech & IT
    Blog Writing
    Ad Copy
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