VM
Vincent M.
6 Sept 2024
CFO Services
You will get Expert Financial Statement Review™
Top Rated
You will get Expert Financial Statement Review™
CFO Review
Gain practical insights and actionable recommendations from an experienced CFO.
- Delivery time 5 days
- Ratio Analysis
- Cost Variance Analysis
- Financial Statements
5 days
delivery —
14 Sept 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Jeremy gets paid once you are satisfied with the work.
Project details
💰📈 Want to drive profitable growth for your company? Should you focus more on increasing sales or profits? What might you be missing?
🔜 Improve your company’s financial performance, make better decisions, and achieve the goals that matter most.
▶️ EXPERTISE
Unlock insights vital to achieving the goals that matter most by working with an experienced CFO.
▶️ COST SAVINGS
Identify inefficiencies, reduce costs, and optimize financial performance by working an experienced CFO on a consulting basis.
▶️ FINANCIAL PLANNING & RISK MANAGEMENT
Produce strong financial plans, budgets, forecasts, and models by starting with an examination of the financial statements to help identify financial risks and opportunities that might otherwise go unnoticed.
▶️ INVESTOR RELATIONS
Prepare for new funding and build strong relationships with investors and lenders by arming yourself with the most relevant financial information.
▶️ GROWTH
Achieve intently by identifying growth opportunities, allocating resources effectively, and managing financial risks to support sustainable growth over the long term
🔜 Improve your company’s financial performance, make better decisions, and achieve the goals that matter most.
▶️ EXPERTISE
Unlock insights vital to achieving the goals that matter most by working with an experienced CFO.
▶️ COST SAVINGS
Identify inefficiencies, reduce costs, and optimize financial performance by working an experienced CFO on a consulting basis.
▶️ FINANCIAL PLANNING & RISK MANAGEMENT
Produce strong financial plans, budgets, forecasts, and models by starting with an examination of the financial statements to help identify financial risks and opportunities that might otherwise go unnoticed.
▶️ INVESTOR RELATIONS
Prepare for new funding and build strong relationships with investors and lenders by arming yourself with the most relevant financial information.
▶️ GROWTH
Achieve intently by identifying growth opportunities, allocating resources effectively, and managing financial risks to support sustainable growth over the long term
Industry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingTarget Country
United StatesUS$900
- Delivery time 5 days
- Ratio Analysis
- Cost Variance Analysis
- Financial Statements
Optional add-ons
You can add these on the next page.
Fast 1-day delivery
+US$500
Industry Benchmark Analysis
+US$500Frequently asked questions
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VM
Vincent M.
2 Sept 2024
CFO Services Retainer
Jeremy has been a game-changer for our company’s finances. He took on the challenging task of cleaning up our books and implementing solid, US GAAP-compliant accounting practices. His work brought much-needed structure and transparency to our financial operations. Beyond just numbers, Jeremy offered strategic insights that helped guide our company to a more secure financial footing. He’s a true professional, and I highly recommend him for any organization in need of strong financial leadership.
LV
Louis-Olivier V.
30 Jul 2024
30 minute consultation
MT
My Hanh T.
25 Apr 2024
Contract Review with Atlas AI
JG
Jared G.
16 Apr 2024
30 minute consultation
Got to the heart of the matter and made good suggestions about resources and feedback. Excellent!
About Jeremy
Experienced CFO and Business Advisor [Finance + Strategy + Governance]
100%
Job Success
Los Angeles, United States - 11:33 pm local time
I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 16 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively.
I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas:
▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy.
▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%.
▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication.
🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome
🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator
🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global
🏆 “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana)
My services include:
✔ Part-Time CFO
✔ Forecasting & Budgeting
✔ Financial Systems Assessment
✔ Financial Modeling
✔ Management & Board Reporting
✔ Cash Management
✔ Financial Planning & Analysis
✔ Financial Management
✔ Investor Presentations
✔ Business Advisory
✔ Accounting System Setup and Upgrades
✔ Chart of Accounts Setup and Improvements
✔ Company Dashboard Creation and Advancement
✔ KPI Reporting
✔ Business Process Improvement
✔ Interim CFO
✔ Collections Enhancement
✔ Project Management
✔ Business Planning
✔ Business Intelligence
✔ Financial Advisory
✔ Strategic Advisory
✔ Fundraising Support
✔ Value Creation Audit
✔ Turnarounds
✔ Investment Capital Planning
✔ Policies and Procedures Development
✔ Supply Chain Planning and Optimization
✔ Contract Negotiations
✔ Executive Coaching
My industry experience includes:
Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others.
My skills & expertise include:
✴ Startup Consulting
✴ Budget Management
✴ Strategic Development
✴ P&L / Revenue Growth
✴ International Business
✴ Due Diligence
✴ Mergers and Acquisitions
✴ Corporate Governance
✴ Risk Management
✴ Trade Finance
✴ Capital Markets
✴ Asset Management
✴ Portfolio Management
✴ Investment Management
✴ Project Finance
✴ Business Credit
✴ Startups / Start-ups
✴ Board Governance
✴ Nonprofit Management
✴ Founder and Co-Founder
✴ Operating CFO
✴ CFO and COO
✴ Outside Director
✴ Corporate Finance
✴ Budgeting & Forecasting
✴ Financial Forecasting
✴ Corporate Strategy
✴ Business Consulting
✴ Business Management
✴ Business Process Reengineering
✴ Presentations
✴ Venture Capital Consulting
✴ Intuit Quickbooks
✴ QuickBooks Online
✴ Process Reengineering
✴ Business Analysis
✴ Business Innovation
✴ Financial Planning
✴ Pitchbooks
✴ Business Proposal Writing
✴ Strategic Planning
✴ Financial Presentations
✴ Business Scenario Development
✴ Business Continuity Planning
✴ Business Modeling
✴ Business Process Modeling
✴ Business Valuation
✴ Business Process Engineering
✴ Business Transformation
✴ Business Writing
*Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
Steps for completing your project
After purchasing the project, send requirements so Jeremy can start the project.
Delivery time starts when Jeremy receives requirements from you.
Jeremy works on your project following the steps below.
Revisions may occur after the delivery date.
Jeremy reviews the submitted requirements.
All mandatory requirements must be submitted and in good order to ensure project feasibility.
Jeremy conducts financial statement analysis.
Vertical, horizontal, and ratio analysis are used, as appropriate, to evaluate the financial performance and health of the company.