I help lenders, mortgage brokers, financial advisors, real estate professionals, and business owners organize complex financial information, improve workflows, and prepare opportunities for execution.
My background spans financial services, lending, operations management, process improvement, and systems development. I have experience analyzing financial information, reviewing borrower profiles, identifying documentation gaps, coordinating stakeholders, and managing opportunities from initial intake through execution.
In addition to my work in lending, I have designed and implemented workflow systems that improve visibility, accountability, and decision-making across financial and operational environments. My work focuses on creating structure where complexity exists—whether that involves organizing financing files, preparing lender-ready packages, building CRM workflows, or improving business processes.
Areas of expertise include:
• Financial analysis and deal review
• Mortgage and lending file preparation
• Commercial financing package development
• Client onboarding and documentation systems
• CRM and pipeline management
• Workflow design and process improvement
• Data organization and reporting
• Stakeholder coordination and communication
• AI-assisted workflow optimization
I am highly detail-oriented, process-driven, and comfortable working in fast-paced environments where accuracy and execution matter. My goal is simple: help clients save time, improve organization, and move opportunities forward more efficiently.
Mortgage Agreement
Loan Approval
Loan Processing
Business Analysis
Financial Analysis
Financial Analysis & Valuation
Financial Planning
Real Estate Financial Model
Commercial Lending
Bookkeeping
Light Bookkeeping
Accounting Basics
Accounting
Business Consulting
Personal Finance & Wealth Management
Financial Statement
Business Correspondence
Business
Aleks L.
Toronto, Canada
$25/hr
5.0
13 jobs
I am a Certified Level 1 Personal Trainer and currently am employed as a Fitness Coach for a fitness studio in Toronto.
My passion is to help people change their lives in the simplest and most realistic way possible with no nonsense, easy to follow approach; no shortcuts, but a consistent, sustainable and intentional habit building. I believe I can help you design a life you would enjoy.
I have experience training clients 1-on-1, in-person and online, as well as leading live online workouts for fitness studio.
I am passionate about connecting with people by forming a personal approach and watching them transform into the best version of themselves.
Specialize in:
- HIIT Workouts Program
- Bodyweight Training Program
- Weight Training Program
- Home Workout Program
Social Media Content Creation
Health & Wellness
Russian
Content Writing
Health & Fitness
Social Customer Service
Training
Physical Fitness
Customer Support
Personal Development
Organizational Behavior
Translation
Arthur S.
Toronto, Canada
$250/hr
5.0
1 jobs
I help founders and professionals build higher performing businesses by combining rigorous management consulting with evidence based cognitive performance work, bringing clarity, structure, and disciplined execution to both the organization and the operator behind it.
I am the founder of Have The Edge, a performance consulting firm built at the intersection of business structure and human performance. As a former KPMG consultant and KPMG trained management consultant with deep roots in behavioural science, business strategy, and cognitive performance coaching, I created the practice to address a gap that most advisory firms leave open.
Many methodologies focus on fixing the business while leaving the person running it unchanged. Others focus exclusively on mindset and personal development while ignoring the realities of business execution. In my experience, sustainable success requires both.
The result is a dual track approach that combines rigorous operational and strategic consulting with cognitive performance work, creating measurable outcomes at both the organizational and individual level simultaneously.
I often describe it this way: it's like a mechanic who also understands the driver, because one without the other only gets you so far.
My background includes:
• Former C level executive across multiple organizations
• Management consulting and advisory experience with KPMG
• Founder, business owner, and startup advisor
• MBA and CPA designation
• Cognitive performance consulting and CBT informed methodology
• Former martial arts school owner
• Three time Team Canada National Karate Team member and Team Canada coach
• Multi placement fitness competitor
High performance isn't theory for me. It's lived experience. I've spent decades studying, coaching, competing, consulting, and helping individuals and organizations perform at a higher level.
My philosophy is simple.
- Clarity precedes execution.
- Structure beats motivation.
- Performance is a system, not a feeling.
If you're looking for clear thinking, strategic insight, structured execution, and accountability that extends beyond the conversation itself, let's talk.
Business Consulting
Business Planning & Strategy
Strategic Planning
Risk Management
Growth Strategy
Startup Consulting
Executive Coaching
Counseling
Coaching
Business Coaching
Olena S.
Toronto, Canada
$55/hr
4.9
30 jobs
I help founders scale without the chaos.
Expert-Vetted (Top 1%) | 100% Job Success | PMP® Certified
5+ years in US Marketing | 15+ years in Operations
No onboarding drama - I start delivering from Day 1.
▶ PROJECT MANAGEMENT & OPERATIONS
I join fast-moving businesses and bring structure where there's none.
✔ Translate strategy into workflows, timelines, and accountability
✔ Build SOPs - 30+ created across agencies and consulting firms
✔ Set up and run ClickUp, Notion, and project management systems from scratch
✔ Hire, train, mentor, and manage international teams (scaled from 6 to 20+)
✔ Identify bottlenecks, remove them, keep projects moving
✔ Support founders with goals review, smart pivoting, and strategic decision-making
Proof: Scaled a marketing agency from 6 to 30+ active clients. Delivery times improved 25%
▶ CLIENT SUCCESS & ACCOUNT MANAGEMENT
I become the reason clients stay.
✔ Primary point of contact for high-value client accounts
✔ Lead weekly client calls - agendas, updates, follow-ups, expectations
✔ Build client delivery systems from scratch: onboarding, offboarding, reporting, request forms, activity logs
✔ Manage scope, flag risks early, and resolve escalations before they reach the founder
✔ Zero churn on my accounts. Doubled average package price
Proof: built an account management framework — weekly meetings, communication templates, and scalable systems used across 30+ accounts
▶ MARKETING STRATEGY & EXECUTION
I run marketing operations, not random posting.
✔ Develop and execute marketing strategies across social media, email, SEO, and paid ads
✔ Content engine approach - one video feeds reels, carousels, blogs, emails. Repurpose smarter, not more
✔ Run Meta ad campaigns (200+ managed), track CPC, CTR, ROAS weekly
✔ Manage websites (WordPress, Shopify), landing pages, and SEO optimization
✔ Email marketing and automations: Mailchimp, Manychat, GoHighLevel
✔ Build digital offers for founders: Notion + Claude + Gamma + Lovable - from idea to live product
✔ Weekly reel analytics: skip rate, retention, engagement - test one thing, scale winner, kill loser
Proof: 3.4M+ views for my construction client | +200% IG followers
Industries:
Marketing Agencies · DTC / E-commerce · Real Estate · Construction · Consumer Brands · SaaS · Healthcare & Wellness · Business Coaching
Tools:
ClickUp· Notion · Slack · Google Workspace · Meta Business Suite · Mailchimp · Manychat · WordPress · Google Analytics · Canva · Gamma · Lovable · Loom · Claude · ChatGPT
✔ Happy to start with a paid trial week so we both know it's a fit.
✔ Brand and digital presence audit calls available.
At the end of the day, only one thing matters - if the needle moved.
Let's talk.
Management Skills
Social Media Content
Content Marketing
Marketing Strategy
Digital Project Management
Content Strategy
Decision Making
Team Building
Business Operations
Brand Management
WordPress
Social Media Marketing
Branding & Marketing
Communications
Project Management Professional
Irene V.
Toronto, Canada
$40/hr
5.0
7 jobs
MAKING THE IMPOSSIBLE POSSIBLE!
I have had a long journey with Training and Development since
I was a sophomore. Joining AIESEC, the largest international
organization for students, and becoming the Vice President of
Talent Management got me exposed to public speaking and
delivering training in front of hundreds of people. At that time, no
one could imagine that a Finance student has become a real Human
Resources person, but I DID MAKE IT HAPPEN.
Then, getting married and becoming a mother haven't stopped me
from pursuing my dream to study overseas. Leaving a well-paid job
with high social status in my home country, I decided to study in
Canada and started my life from scratch. Many naysayers said I was
too risky and ambitious, but I KEEP BELIEVING IN MY VISION.
With more than 7 years in Training and Development and designing
hundreds of training contents for different target audiences, I can
efficiently use different designing softwares ( Adobe Photoshop,
Illustrator), making videos ( Adobe Premiere Pro CC, After Effect),
authoring tools (Storyline 360, Rise 360, Camtasia, Vyond), SaaS
application (Webflow), HTLM5 & CSS, and a plethora of sources to
make the most appropriate training content. THERE IS NO LIMIT TO
what I can do.
My key secret for all of these: pouring your heart into what you are
doing with the highest sense of accountability. I do believe I can
deliver my best values to any organizations I work for!
Articulate Rise
Camtasia
Articulate Storyline
HTML
Vyond
CSS
Adobe After Effects
Adobe Premiere Pro
Adobe Illustrator
Andrew L.
Toronto, Canada
$53/hr
5.0
1 jobs
I help brands lower costs and increase conversions through data-driven Google Ads, Meta Ads, and cross-platform PPC. From setup to optimization, I deliver measurable results like cutting CPL by 40% and scaling campaigns for maximum ROI.
PROVEN RESULTS
• Reduced CPL from $180 → $110 (40% improvement) for senior living
• Managed $2M+ annual ad spend across Google, Meta, Microsoft
• Improved tracking accuracy by 85% using GA4, GTM, Meta CAPI
• Generated $754K+ in direct eCommerce sales and captured over 13,600 qualified leads for high-value industries, driving substantial long-term revenue beyond initial conversions
• Built automated reporting that saves 10+ hours per week
SERVICES: FIXED PRICE, CLEAR SCOPE
No retainers. No open‑ended billing. Every deliverable is defined upfront.
1) 📊 Google Ads Audit & Strategy Report: $500, 3 days
• 47‑point audit across Search, Performance Max, Display
• Brand and non‑brand keyword gap analysis
• Landing page and creative review
• Targeting and bidding efficiency insights
• Custom optimization roadmap
Best for: accounts spending $5K+ per month
2) 🎯 Advanced Conversion Tracking Setup: $1,200, 5 days
• GA4 and GTM with enhanced conversions
• Meta Pixel and Conversions API (iOS 14+ compliant)
• Tracks forms, calls, scroll depth, custom events
• CRM integration: Salesforce, HubSpot, or custom
Outcome: tracking you can trust for budget decisions
3) 🚀 Full‑Funnel Campaign Build (Search, PMax, Display): $2,000–$4,000, 5–10 days
• Architecture mapped to your funnel and KPIs
• Brand and non‑brand keyword strategy with match‑type plan
• Prospecting and retargeting segmentation
• Display and YouTube retargeting setup
• PMax audience signals and asset testing
• Bid strategies aligned to ROAS or CPL
Ideal for: new launches or full rebuilds
4) ⚙️ Google Ads Optimization System (90‑Day Sprint): $5,000–$15,000, 4–12 weeks
• Account restructure and cleanup
• Weekly optimization sprints
• Budget reallocation, ROAS modeling, bid adjustments
• A/B testing and audience expansion
• Final documentation and team training (3 sessions)
For brands spending $10K+ per month
5) 🔄 Cross‑Platform Ad Integration (Google, Meta, Microsoft): $3,000–$10,000
• Unified strategy across platforms
• Audience syncing for cross‑channel retargeting
• Consistent creative and messaging
• Reporting templates for CPL, ROAS, funnel metrics
Outcome: one ecosystem with one source of truth
MY CAMPAIGN STRATEGY FRAMEWORK
• Full‑funnel structure for prospecting and retargeting
• Search keyword strategy: brand vs. non‑brand, match types, scoring
• PMax and Display: audience signals, exclusions, asset testing
• Bid strategies tied to real ROAS or CPL goals
• Clean structures: geo targeting, naming, audience buckets
• Custom reporting with actionable insights
• Systems built for handoff so your team can own them
INDUSTRY EXPERIENCE
Real Estate | Luxury Hospitality | Retail | F&B | E‑commerce | Travel & Tourism
BRANDS
Langham Hotels, Sandestin Resort, Q Towers, Pizza Nova, Bath & Body Works
INTERESTED IN WORKING TOGETHER?
Send me: current monthly ad spend, your biggest challenge, and your CPL or CPA target.
I will review your setup and send a free mini‑assessment with immediate action items.
Google Ads
Google Analytics
Facebook Ads Manager
Facebook
Instagram
WordPress
Paid Media
Google Ad Manager
Google Tag Manager
Advertising
LinkedIn Marketing
Zapier
Campaign Reporting
Media Buying
Looker Studio
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