Hire the best Business Analysts in Florida

Check out Business Analysts in Florida with the skills you need for your next job.
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  • $100 hourly
    I help businesses introduce Artificial Intelligence and Business Intelligence through Data Management and Visualization. I help companies, professionals, and executives adopt Generative AI (Notebook LM. ChatGPT, Perplexity, Microsoft CoPilot, Claude, and more) in their day-to-day operations. I discover risks and opportunities in businesses. I have extensive experience in consumer packaged goods (CPG), manufacturing, engineering, video gaming, and e-commerce. I have provided operational and strategic business insights and critical analytics to large listed and private equity companies. My expertise lies in identifying product/customer loss-makers and growth opportunities that directly impact businesses' bottom lines. As a business analyst consultant, I utilize analytical programs such as Power BI, Tableau, Excel, and other Business Intelligence Tools to solve business challenges. What makes my work great as a business analyst: My tenure in the private equity sector, where I diligently managed business operations, gave me a comprehensive and robust understanding of organizational dynamics and operational efficiency. I worked on the grounds of a private equity business, which gave me a solid understanding of operations. My additional background in post-merger operational implementation, including data review, extraction, cleaning, and synchronization to corporate-level reporting, built my expertise with high accuracy in data manipulation and problem-solving. My previous roles, particularly as a financial controller in private equity, have equipped me to navigate complex, mission-critical environments with precision and dedication. I have been involved in acquiring and operationally integrating 18 companies, providing me with a robust understanding of organizational dynamics and operational efficiency. What's my academic background? In addition to my practical experience, I have a Ph.D in Business Administration and teach Big Data and Data Analytics at a local university. My academic pursuits have further honed my skills in operations, supply chain, accounting and finance, sales, marketing, FP&A, and data analysis reporting. I am eager to leverage my versatile experience and do-er mentality to support your business needs.
    Featured Skill Business Analyst
    SAP
    Budget Management
    Enterprise Resource Planning
    SAP HANA
    Business Analysis
    Process Improvement
    AI Video Generation
    AI Image Generation
    Canva
    Technical Writing
    AI Writing Generator
    ChatGPT Prompt
    ChatGPT
    Data Interpretation
    Artificial Intelligence
    Data Analysis
    Business Intelligence
    Microsoft Power BI
    Dashboard
  • $35 hourly
    🚀 Data & Financial Analyst | Turning Data into Actionable Insights 🚀 👨‍💼 About Me With years of experience as a financial and data analyst, I specialize in leveraging data to solve complex business challenges. From working with industry leaders like Wells Fargo to freelancing for startups and non-profits, I have a proven track record of delivering actionable insights, optimizing financial processes, and driving measurable results across industries. 📊 My Expertise •Data Analysis & Insights: Conducted in-depth analyses of sales, financial, and operational data to identify trends, uncover opportunities, and support strategic decisions. •Financial Modeling: Designed dynamic models for budgeting, forecasting, and cost analysis, including a 50+ sheet Excel model for a $15M company. •Dashboards & Visualization: Created interactive dashboards in Power BI, Tableau, and Excel to present insights for projects like Miami-Dade County analysis and organizational financial performance. •Game Analytics: Developed spreadsheets to track and balance game progression, resource economy, and leveling systems, demonstrating a creative approach to data solutions. •Automation & Streamlining: Automated workflows using Excel VBA, macros, and Power Query to reduce manual effort and improve efficiency. •Credit Risk & Strategy: At Wells Fargo, analyzed credit and operational data to enhance risk management strategies and improve portfolio performance. •Predictive Analysis: Used machine learning techniques like XGBoost and statistical methods to improve forecasting accuracy and deliver data-backed recommendations. 🔧 Tools & Skills •Technical Expertise: SQL, Python, Excel (Advanced), VBA, Power BI, Tableau •Data Analysis: Statistical Analysis, Data Cleaning, Predictive Modeling, Business Intelligence •Financial Expertise: Budgeting, Forecasting, Financial Modeling, Variance Analysis •Visualization & Automation: Custom Dashboards, Trend Analysis, Macros, and Power Query 🏆 Achievements •Delivered 30+ projects in finance, analytics, and visualization, consistently exceeding client expectations. •Improved efficiency for businesses by creating automated tools that reduced errors and saved time. •Enabled startups and non-profits to achieve clarity through dynamic financial and data models. •Built intuitive dashboards for businesses and municipalities, translating raw data into impactful insights. •Designed game analytics tools for balancing resource economies, showcasing a unique combination of analytical and creative skills. 📈 Services I Offer •Data Analysis & Visualization: Transform raw data into clear, actionable insights with dynamic dashboards. •Financial Reporting & Analysis: Deliver tailored reports to track performance and guide decision-making. •Forecasting & Budget Optimization: Align financial strategies with business goals for sustainable growth. •Process Automation: Streamline workflows with advanced Excel tools and automated solutions. 🌟 Let’s Work Together Whether you’re looking to optimize your financial strategies, uncover insights from your data, or improve operational efficiency, I’m here to help. Let’s collaborate to create impactful solutions that drive growth and success.
    Featured Skill Business Analyst
    Financial Management
    Financial Accounting
    Financial Modeling
    Risk Analysis
    Data Cleaning
    Data Visualization
    Financial Analysis
    Finance
    Business Intelligence
    Microsoft Power BI
    Tableau
    SQL
    Python
    Business Analysis
    Data Analysis
  • $75 hourly
    Every successful business needs someone to 'navigate the numbers' and keep the company on a profitable course. I offer my services to smart business owners who understand and appreciate the value of a responsive and insightful bookkeeping / payroll / finance professional. I am a Xero Certified Advisor and have used Xero exclusively and daily since 2014. I serve clients using lessons learned during a 20 year career in small business management. My unique skill set was earned 'behind the wheel' of a family business. As a bookkeeping/finance freelancer, I have served clients ranging from startup Sole Proprietors to larger LLC and S-Corp businesses with annual sales exceeding $10 million. By keeping a small client base, I give each client the personalized attention and quick response they deserve. I review and reconcile accounts weekly (sometimes daily if necessary). Your bookkeeping data will be able to provide accurate reports for decision making on a monthly basis. In addition, your bookkeeping will be fully reconciled and ready for your tax professional in January. Never file an extension again! I hope to become YOUR valuable resource for advice & guidance as well as your trusted Xero bookkeeping expert.
    Featured Skill Business Analyst
    Shopify
    eBay
    Startup Consulting
    Business Analysis
    Gusto
    Xero
    Asset Management
    Bookkeeping
    Financial Accounting
    Accounting Software
    Balance Sheet
    Accounting Basics
    Income Statement
    Accounts Receivable
    Bank Reconciliation
  • $60 hourly
    Experienced, collaborative accountant and tax preparer with over 25 years experience and a Master's in Accounting. Advanced knowledge of several accounting programs including QuickBooks, Wave, Sage and Microsoft Dynamics. If you are looking for an accountant who will work with you to provide financial insight on your business and support for success, contact me today!
    Featured Skill Business Analyst
    Payroll Reconciliation
    Data Entry
    Budget Planning
    Forecasting
    QuickBooks Online
    Budget
    Business Analysis
    Bookkeeping
    Intuit QuickBooks
    Balance Sheet
    Tax Preparation
    Accounting
    Bank Reconciliation
    Account Reconciliation
    Tax Accounting
  • $50 hourly
    I specializing in Sales, Marketing, and HubSpot Consulting. I help businesses optimize their CRM strategies to enhance workflows, improve lead management, and drive growth. Let’s elevate your business together! I can assist with: All Things HubSpot! 20x Certified in all hubs!!!! - Enterprise Level to SMB projects (Onboarding and Optimization) - Portal Setup, Audits, Configuration, Optimization, 3rd-Party Integrations - Contacts, Companies, Lists , List Segmentation, Exclusion lists, Target Accounts - Conversations, Chat flows, Snippets, Templates - Content - Ads, Email, Landing Pages, CMS, Forms, CTA's - Sales Hub (Deal pipelines, Email Sequences, Tasks, Meetings, Playbooks, Playlists, Quotes) - Tickets, Customer Portals - Workflows, Sequences - Reports, Dashboards - Data Integrity and Cleanup, Data Migration, Data Management - Breeze AI - Integrations - Best Practices I can also help with: - Digital Marketing (Targeted Ads, Social Media Platforms, Lead/Demand Generation) - Business Development (New Markets, New Customer Acquisition) - Sales & Marketing, (GTM, Sales Funnels, Marketing Funnels) - Project Management (Asana, ClickUp, Trello, Smartsheet) - Market Research (Industry Research, B2B/B2C Market Research) Whether you need someone to lead or be a part of a great team, my previous experience and ability can be beneficial to your project. 20x Certified!!!: HubSpot Marketing Software HubSpot Sales Software HubSpot Inbound Marketing HubSpot Inbound Sales HubSpot Email Marketing HubSpot Email Marketing Software HubSpot Content Marketing HubSpot Content Hub HubSpot Sales Enablement HubSpot Sales Hub HubSpot Reporting HubSpot Data Migration HubSpot Service Hub HubSpot Onboarding HubSpot Data Integrations HubSpot Digital Marketing Authorized to work in the US for any employer
    Featured Skill Business Analyst
    Marketing Analytics
    Lead Generation
    Technical Documentation
    Business Analysis
    Data Analysis
    Lucidchart
    CRM Automation
    Physical Security
    Network Administration
    HubSpot
    Information Technology
    Outbound Sales
    Automotive
    Product Marketing
    Sales & Marketing
  • $50 hourly
    My name is Mark Schuwerk, an entrepreneur with over two decades of experience in establishing and growing businesses in various sectors. My journey began in 2001, when I launched my first venture, the Blue River Bistro, a restaurant I still own and successfully manage today. I then expanded my portfolio with the creation and eventual sale of Agave's and Vita Restaurant, where I developed and honed my strategic planning and operational management skills. In 2016, I diversified my business interests by founding Kitchify.com, a SaaS company that has seen consistent growth under my leadership. Throughout these entrepreneurial endeavors, I have cultivated comprehensive skills in financial planning, strategic execution, and leadership, always demonstrating my commitment as a self-motivated and highly organized professional. In addition to running businesses, I actively trade in the stock market, further utilizing my financial expertise and analytical skills. I take every project I work on with complete dedication and professionalism, communicating with the client regularly until the project is 100% to their satisfaction. Working in the United States allows me to communicate conveniently during U.S. hours and adds a level of comfort to my clients that their project is in safe and secure hands. ***Whether I receive the honor to work with you or not, please be wary of offshore workers that book dozens of projects at a time for very low compensation and motivation is only driven by getting your project off their books. I only take on one client at a time so that I can deliver timely and exceptional results.
    Featured Skill Business Analyst
    Market Research
    Business Analysis
    Data Analysis
    Data Entry
    Financial Plan
    Facebook Ads Manager
    AI Writing Generator
    Financial Analysis
    Stock Market
    Google Sheets Automation
    Microsoft Excel
    Accounting Basics
    Management Consulting
    Analytical Presentation
    Financial Planning
  • $50 hourly
    Results-driven Business Analyst and Quality Assurance (QA) professional with a strong background in Agile methodology. Adept at facilitating collaboration between stakeholders and development teams to deliver high-quality products that meet business objectives. Experienced in conducting thorough requirement analysis, user story grooming, and sprint planning to ensure alignment with project goals and priorities. Skilled in creating comprehensive test plans, executing test cases, and performing regression testing in Agile environments to maintain product integrity and drive continuous improvement. Proven ability to adapt to changing requirements and priorities while maintaining a focus on delivering value to customers. Excellent communication and interpersonal skills enable effective cross-functional collaboration and the ability to influence positive outcomes. Seeking opportunities to leverage Agile expertise to drive efficiency, innovation, and customer satisfaction in dynamic project environments.
    Featured Skill Business Analyst
    Project Management
    Customer Relationship Management
    Basecamp
    Atlassian Confluence
    Microsoft Visio
    SQL
    Business Analysis
    Usability Testing
    Balsamiq
  • $56 hourly
    Good Day! I have been working as an investment analyst for nearly 5 years now for a multi-billion dollar investment firm in Manhattan remotely. This professional experience comes after working with startups and Fortune 500 companies in various analysis and leadership roles. I excel in determining whether or not a company is likely to be successful in the mid-to-long term through extensive social, psychological, financial, and industrial analyses. The companies I analyze are typically tech-based in a wide array of industries. Currently, I am in search of another long-term partnership for up to 20 hours per week. Cheers for reading and look forward to chatting soon, WW
    Featured Skill Business Analyst
    Startup Consulting
    International Business
    Content Writing
    Cybersecurity Management
    Market Research
    Content Management
    Business Writing
    Business Analysis
    Business Plan
  • $89 hourly
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
    Featured Skill Business Analyst
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $25 hourly
    Multi-tasking Product Manager and Project Coordinator with 15+ years of experience in digital industries. Proven organizational skills and extensive background in a variety of projects. I work well in a high-pressure and fast-changing environment with minimal supervision, especially effective in digital platform projects. I'm getting your projects done! Over the past 3 years, I have been involved in launching, adapting, and improving a Saas platform for managing wholesale virtual showrooms of luxury fashion brands. Main responsibilities: - Full circle of product management from MVP release - Acceptance testing - Analyzing data and feedback to implement new features and product improvements , collecting and describing the product backlog - Coordinating development sprints - Organizing production process with clients - Internal and external cross-team collaboration I'm able to follow instructions, don't need to be micromanaged, I'm a quick learner and I double-check my work to provide results without mistakes. I am fast-working but very accurate, and I pay great attention to deliver my work on time and exactly up to your requirements. Let's discuss details and you will get your project done with me!
    Featured Skill Business Analyst
    Product Management
    Italian
    Russian
    Asana
    Business Analysis
    Jira
    Time & Cost Estimate
    Administrative Support
    Ukrainian
    Project Management
  • $85 hourly
    -Manage technical aspects of key marketing systems (marketing automation, CRM) used to generate, distribute, and report on leads. Specifically: Hubspot, Netsuite, Klavio, Mailchimp, SEM Rush, Raven Tools, Emma Email Marketing, Google Analytics, Adwords, and many others. -Work closely with the business intelligence and sales teams to ensure alignment. -Establish and maintain scalable processes that ensure best practices in campaign and lead management. -Create and maintain metrics reports on marketing and sales activities, effectiveness, and business impact. -Analyze marketing and sales data to develop insights and make recommendations on areas for optimization. -Monitor and maintain data quality within the marketing database. -Vendor management, making the most of current technology investments and evaluating new technologies to enhance marketing team performance. -Excellent organizational, planning and time management skills -Excellent written and verbal communication skills -Critical thinking, problem analysis and problem-solving -Experience in developing and maintaining marketing strategies - Foster a success-oriented, accountable environment within the company. - Ensure that the product and marketing efforts support the company's overall strategy and goals. - Improve processes and policies in support of organizational goals. - Manage and monitor the workings of various departments in the organization. - Improve the operational systems, processes and policies in support of the organizations mission. - Demonstrated experience in financial planning and analysis with experience overseeing organizational development. - Formulate and implement departmental and organizational policies and procedures to maximize output. - Assist in raising additional capital at appropriate valuations to enable the company to meet sales, growth, and market share objectives.
    Featured Skill Business Analyst
    Customer Relationship Management
    Agile Project Management
    Adobe Creative Cloud
    Business Analysis
    Process Improvement
    Marketing Strategy
    Content Strategy
    NetSuite Administration
    Email Marketing
    HubSpot
  • $70 hourly
    Thank you for taking the time to learn about what I can do to build you solutions. A proven project manager, leader, mentor, analyst, and consultant with extensive experience in designing and implementing innovative business solutions that address complex operational, fiscal, and technological challenges. Over the years, I’ve earned a reputation for mentoring teams in software development lifecycle (SDLC) methodologies, transforming organizations by settingup a proper PMO (project management office), improving team and stakeholder communication, automating processes, achieving ambitious goals, and driving high returns on investment (ROI) to foster fiscal growth and stability. My expertise lies in organizing and managing teams worldwide, modernizing outdated systems and processes, conducting in-depth analyses to uncover inefficiencies, and enhancing operations to improve functionality and streamline workflows. I am passionate about creating cutting-edge enterprise solutions, leading high-performing teams, and tackling complex challenges head-on. I take pride in bridging the gap between business needs and technology, enabling organizations to thrive in today’s fast-paced digital landscape. With over two decades of experience in managing and developing diverse software solutions, I have evolved into an expert-vetted freelancer and entrepreneur. My specialties include consultation, project management, application development, web and mobile design, AI-based projects, and community-focused initiatives. My commitment to leveraging technology for sustainable solutions and meaningful social change has been a cornerstone of my work. Recognized for delivering exceptional results in high-pressure environments, I excel in guiding projects from concept to execution while building cohesive, high-performing teams. Whether driving innovation, solving critical problems, or fostering growth, I’m dedicated to delivering high-quality solutions that make a tangible impact. TransparentBPO.com | Solution Architect | Business Analyst | UX/UI Lead HR & Timekeeping Custom SaaS Enterprise Platform Served as the Solutions Architect to design and implement an in-house SaaS application aimed at transforming HR, time, and employee management for a multinational call center enterprise. Consolidated tools like Bamboo HR and Replicon into a centralized platform to enhance productivity and ensure alignment with company processes. Played a pivotal role in agile development, business analysis, and solution architecture to deliver a streamlined, efficient system. Merck & Co. (Remote) | Project Manager | Business Analyst | UX/UI Lead Merck Animal Health Partnership iOS App Led the end-to-end development of an internal iOS app for field sales agents and account managers. Responsibilities included gathering requirements, creating solution architecture, integrating OAuth-secured ISID authentication, and conducting stakeholder collaborations to enhance workflows. Delivered a robust app with comprehensive documentation, user training, and adherence to scope and timelines. PODS Moving & Storage / Salus-u.com | Product Project Manager Code Review and Legacy System Modernization Owned and managed the transition from legacy systems to a centralized software structure. Conducted data ETL, business logic analysis, and comprehensive assessments of older systems to align project objectives. Facilitated seamless coordination among teams and external vendors while maintaining project scope and delivering detailed reports. DO-IT Programming Solutions LLP | Corporate Representative / Business Consultant Oversaw client acquisition, relationship management, and project delivery for medium to large-scale custom solutions. Worked with clients such as PwC, Rooster, and Retro Tax, applying business analysis and project management skills to develop innovative solutions. Represented DO-IT professionally while ensuring alignment with client needs. Interbel Service Corp | Product Owner Developed a custom export workflow management solution incorporating accounting, inventory control, and real-time tracking for vessels, automobiles, and machinery. Designed administrative and client portals for dynamic information access, robust reporting, and seamless payment integration. Directed cross-functional teams to deliver on scope within time and budget constraints. General Electric (GE) | Senior Budget Analyst, Product Manager Led development of an immigration and resource allocation platform using AI tools like TensorFlow and OCR. Managed global workforce data systems for seamless work order assignments and integrated automation for document processing. Other Projects IBM (Remote): Business intelligence, feature requests, and application customization. Ernst & Young (Remote): Private cloud support and QA testing. TriNet (Remote): HRMS customization and workflow automation. Cerner Corporation (Remote): Project manager for Workday HRMS implementation.
    Featured Skill Business Analyst
    Data Migration
    Agile Software Development
    Project Management
    Solution Architecture
    Customer Service
    Front-End Development
    Database Modeling
    Website Prototyping
    Business Analysis
    Agile Project Management
    Solution Architecture Consultation
    Sketch
    Adobe Illustrator
    Adobe Photoshop
    User Experience Design
  • $38 hourly
    #1 All-Time Sales Rep in Verizon history winning 25 of 25 offered International Sales Performance Incentive Trips, NEVER missing 1, setting the Verizon record. 20 years of exquisite sales performance with Verizon business to business, business to consumer. Personally generated over $16 million of PROFIT for Verizon. I am the ultimate prospecter, ultimate closer offering red carpet customer service skills to attract new clients or retain existing clients. Sales lyrics creator used Fortune 500 wide, equally talented communicating over the phone or face to face.
    Featured Skill Business Analyst
    Research Interviews
    Review or Feedback Collection
    Debt Collection
    Customer Retention
    Customer Service Analytics
    Customer Acquisition
    Lead Generation
    Cold Calling
    Client Interview
    Customer Service
    Business Analysis
    Telemarketing
    Market Research
    Advertising
  • $200 hourly
    My experience as a management consultant provides me the foundation to work with companies in the areas of strategy, business modeling, operations, finance, cost reduction and cash flow analysis. I have worked with businesses in manufacturing, professional services, financial services, media, entertainment and education, as well as organizations in education nonprofit and governmental sectors. I served at Ernst & Young and Unisys as an executive for businesses in New York, Milan and Europe. I have extensive experience with strategic, financial and operations solutions. I have served as a board member for two education companies as well as the CEO for one of them. For the past 12 years I have worked at two universities at the colleges of business and directed their graduate business programs including online and professional MBA and Master of Accountancy programs.
    Featured Skill Business Analyst
    Business Consulting
    Training
    Program Management
    Business Transformation
    Leadership Development
    Business Management
    Strategic Planning
    Business Change
    Management Consulting
    Organizational Plan
    Project Management
    Business Process Reengineering
    Organizational Design & Effectiveness
    Business Analysis
  • $75 hourly
    Hello! Welcome to my professional profile. I am a finance expert and fundraising consultant who helps companies raise money by doing the following: - Building comprehensive financial models used for fundraising. - Creating pitch decks that complement my financial models and business plans. - Writing detailed business plans. Although my current focus is technology (SaaS), I have experience across other industries including investments, commercial banking, manufacturing and healthcare. I have solid educational credentials graduating from the Yale School of Management with an MBA (Finance concentration). In addition, I earned the CFA designation in 2007. My work experience in finance spans several areas and makes me a strong generalist able to quickly pick up on any project with very little guidance. My areas of expertise include: - Financial Modeling/Analysis: While working at world class financial institutions (Bank of Montreal, ABN Amro, KBC Bank, Barclays Bank) and as a consultant I built dozens of comprehensive financial models used for a variety of purposes including investment due diligence and to help syndicate transactions. As a fundraising consultant I have helped companies along the growth spectrum (Seed to Series B) raise funds to fuel their growth. I don't just build models but also strive to understand businesses and their strategies to help me provide a clear picture of the business to key stakeholders. - Investing/portfolio management: My experience in the investing field spans investment analysis to portfolio management. At Bank of Montreal I was a Portfolio Manager and managed fixed income portfolios in excess $1 bln. - Credit products and analysis: I have a deep understanding of various credit products including project finance loans, distressed debt products, US-based investment grade/high-yield bonds and emerging market debt. I am a team player and enjoy constantly updating my skill set to meet your project goals. I conduct myself with a high level of personal integrity and use creative approaches to solve problems. I am confident I will be able to help you meet your goals and look forward to discussing your project and meeting your team! A detailed CV available upon request. Thanks for considering my application! Regards, Ed Simpson
    Featured Skill Business Analyst
    Spanish to English Translation
    Proofreading
    Castilian Spanish
    Research & Strategy
    Accounting Principles & Practices
    Financial Modeling
    Forecasting
    Business Analysis
    Financial Analysis
  • $110 hourly
    Hi there! With 10+ years of data analyst experience and a Power BI prowess that is second to none, I'm here to make your data dreams a reality! I take pride in my 🌟"100% Job Success" rating and have been 🌟"Top Rate Plus" for over 3 years. My database and design expertise, paired with my strong business background, will allow me to understand your business's problem and provide the most efficient solution. I have built data models and conducted research analyses for organizations across all types of industries. If you are looking for an all-star who can create your data model, set up/train all end-users, and deliver beautiful reports with excellence, then I am your gal! Industry Experience 🌟 Healthcare Construction & HVAC Agriculture - Farming & Beef Cattle Financial - Mortgage & Insurance Cryptocurrency Education & Research AI & Robotics Transportation & Logistics Project Management Accounting With joy and gratitude, -Kelsi
    Featured Skill Business Analyst
    Data Analysis
    Business Analysis
    Data Modeling
    Office 365
    Report
    Microsoft PowerPoint
    Business Modeling
    Database Design
    Microsoft Office
    Business Intelligence
    Microsoft Power BI
    Data Visualization
    Microsoft Excel
    Presentations
    Data Analysis Expressions
  • $100 hourly
    👋🏼 Hi, my name is Senad 📊Expert in Power BI 🥇 Microsoft Certified Data Analyst (PL-300) ⭐ TOP RATED PLUS (TOP 3% FREELANCERS) My passion is to tell stories with data through beautiful data visualizations. ○ Helping clients all across the world with business intelligence. ○ Expert in Power BI, DAX, and Power Query. ○ Proficient in other data analysis tools (Python, Excel, and more). ○ Half a decade of professional experience in the field of data analytics. ○ Academic background in Business Analytics, which has made me not only a technical expert in data analysis but also an expert in translating business needs into actionable insights.
    Featured Skill Business Analyst
    Fabric
    Microsoft Certified Professional
    Data Analysis Consultation
    Microsoft Power Automate
    Business Analysis
    Microsoft Power BI Development
    Data Analysis
    Tableau
    Looker Studio
    Data Visualization
    Microsoft Power BI Data Visualization
    Microsoft Power BI
  • $150 hourly
    Are your business operations struggling to keep up with growth? I specialize in building scalable, automated CRM systems and workflows that eliminate inefficiencies, increase team visibility, and foster collaboration. With over 10 years of experience managing IT projects for national and international companies, I’ve delivered customized CRM solutions and integrated automation tools for businesses of all sizes. Through Pathana LLC, I’ve generated over $500k in revenue by helping clients streamline operations and foster transparency across departments. Clients choose me for my expertise in: ✅ CRM Setup & Customization: Including tools like Monday.com, HubSpot, Asana, ClickUp, Trello, and Pipedrive. ✅ Workflow Design: Creating clear, scalable workflows that reduce errors and align teams. ✅ Advanced Automations: Seamlessly integrating platforms with Zapier, Make.com, and APIs to save time and cut costs. ✅ Process Documentation: Delivering organized systems for easy access and team adoption. ✅ Training & Onboarding: Empowering teams with knowledge for sustainable growth. What Makes Me Different? I take a “crawl, walk, run” approach, focusing first on the most critical areas of your business to deliver immediate results. By starting small and scaling intentionally, I ensure long-term success for your team. My goal? To make your operations smoother, faster, and more transparent. Services Offered: 🔍 Consultation & Strategy: - Zoom/Google Meet consultations to assess your needs and provide tailored solutions. - Process mapping to identify bottlenecks and areas for improvement. 📊 Custom CRM Setup & Workflow Automation: - Workspace creation tailored to your company’s needs. - Task management, dashboards, and reporting systems. - Custom automations and API integrations with platforms like QuickBooks, Calendly, Slack, Microsoft 365, and Google Suite. 📈 Training & Support: - Onboarding and training sessions to get your team up to speed. - Ongoing support to ensure your systems stay optimized.
    Featured Skill Business Analyst
    Marketing Operations & Workflow
    Strategy
    Social Media Marketing Automation
    SAP Business Workflow
    JSON API
    Automated Workflow
    Business Analysis
    API Integration
    Database
    Project Workflows
    English
    CRM Automation
    Microsoft Excel
  • $60 hourly
    Highly skilled AS9100/ISO9001 lead auditor and quality management professional. Conducted comprehensive quality audits in the government services and aviation sector, adept at identifying critical non-conformances, facilitating corrective action plans, and maintaining an AS9100D / ISO9001:2015 certificate of registration. Focused on promoting a culture of customer satisfaction and continual improvement. Engaged operations, department stakeholders and executive leadership teams to deploy and maintain an effective Quality Management System (QMS). Utilized Lean Six Sigma techniques facilitating process mapping sessions to define business requirements, operating processes, procedures, instructions and training documentation to ensure delivery of efficient, consistent, reliable products and services. Served as the business owner, performing system administrative functions, of the Companies enterprise Document Management System, Corrective Action Preventive Action System, as well Customer and internal Company Web sites. Recognized as a team player willing to do what it takes to get the job done.
    Featured Skill Business Analyst
    Flowchart
    Process Improvement
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    ISO 9001
    ProcessMAP Document Management
    Lean Consulting
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    Microsoft Excel
    Business Analysis
  • $70 hourly
    Greetings! My name is Ismael, and I specialize in crafting investor-focused business plans and financial models for entrepreneurs and startups. Whether you're an individual, founder, or organization seeking funding or guidance on how to grow forecasted profits, I'm here to help. My process starts with a complimentary interview to learn all about your business idea. From there, I conduct thorough market research using vetted sources to identify problems, solutions, and market opportunities. My strategically written documents include idea plans, growth plans, financial forecasts, and financial summary reports. If you have new and disruptive ideas, I'd love to work with you! Let's collaborate and make your business dreams a reality. Education My credentials include a BS in Biology from Nova Southeastern University, an MS in Biotechnology with a concentration in Business from Adelphi University, and an MBA from Nova Southeastern University with a concentration in Finance. Services -Business Plan Deciding to start a business can be terrifying. Its often characterized by massive uncertainty, fear, and not knowing where to start. That is where I come in. After assessing your idea, I will detail its problems, solutions, foreseeable risks, and opportunities, drastically improving your chances of launching a successful business the first time around. The deliverable will be an actionable blueprint that gives you an adequate evaluation of how your product or service fits within a niche market. A drafted report can be used to secure a business loan, identify and avoid potential business risks, and determine if pursuing the idea is realistic. With a complimentary pre-screening meeting, you will have the opportunity to share your dream with me, where I will then conduct the back-end research on your behalf. This is followed by a post-delivery consultation to ensure that you understand the report in its entirety. My goal is to help make your dreams come true, and I will be there with you every step of the way. -Growth Analysis We create client-centered growth plans with the focus in mind to identify your operational barriers and provide detailed solutions. Our comprehensive reports deliver an actionable roadmap to reaching quantifiable milestones through strategic decision making and solution-based analytics. The experience of our business team stretches across an array of industries, giving our clients a thorough outlook of where they currently stand in their respective markets and how to reach long-term profitability. -Financial Forecast Report Clients will receive a comprehensive financial forecast report purposed to monitor company growth over time, present to investors, and maximize profit. Each excel forecast also comes with an intuitive financial summary report that sources key findings from the forecast into an investor-friendly illustration. I work with clients to ensure that their intended message is heard and investors are able to see their company's potential as well as the client themselves. Clients receive an extensive pre-screening interview so I can have the opportunity to fully understand the product or service before beginning my research. Following the acceptance of the deliverables, the client will also receive a complimentary consultation call to go over the report in its entirety. Service Breakdown 1) Business Consulting (2-4 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 1 to 3 years of Sales, Profit & Loss, Cash Flow and Breakeven, and Market opportunity revenue forecasts. 4) Writing (8 to 16 hours) - following a financial-based format focused on investor-ready reports, charts, maps, graphics, etc., to clarify your business idea. I plan to make a significant impact in business development and strategically guiding startups. Before beginning one of my projects, please message me first. Thank you! ___________________ Thank you for your time and have a great day! Ismael
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    Pitch Deck
    Personal Business Plan
    Business Plan Writing
    Business Consulting
    Startup Consulting
    Financial Modeling
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    Nonprofit Organization
    Cash Flow Analysis
    Business Development
    Business Planning & Strategy
    Financial Planning
    Competitive Analysis
  • $100 hourly
    I transform cumbersome spreadsheets into professional-grade Airtable solutions to streamline your business operations. AIRTABLE TRANSFORMATION PACKAGE Custom Workflow Analysis: - In-depth analysis of current workflows. - Personalized consultations to address specific business needs. Tailored Airtable Solutions: - Custom-built Airtable systems. - Integration with existing tools. Express Implementation: - Fast-track implementation within weeks. - Full data migration with zero downtime. Exclusive Training & Resources: - Personalized training sessions. - Access to premium resource library. Proactive Support: - 24/7 white-glove support. - Regular system health checks and optimization. Book a free consultation: parkwestdigital.com/free-consultation Visit our website: parkwestdigital.com/ CUSTOMER STORIES "Pleasant and professional," says Dionne P., Operations Manager, about modernizing firm operations. "Exceeded our expectations," notes Makaela K., Network Builder, on a custom CRM build. "Professional, thorough, and extremely talented," praises Dan Z., Executive Director, on a bespoke Airtable platform build. "User-friendly, dynamic and intuitive," shares Cara H., Marketing Manager, on their custom project management system. INDUSTRIES SERVED I have extensive experience across diverse industries including Technology, Media/Entertainment, Management Consulting, Accounting, Veterinary Services, Sports & Recreation, Nonprofit, Financial Services, Marketing and Advertising, Real Estate, Art, Retail, Religious Groups, and Legal Services.
    Featured Skill Business Analyst
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    Airtable
    Bubble.io
    Database Architecture
    Process Optimization
    Database Management
    Zapier
    Automation
    Business Analysis
  • $35 hourly
    📅 25+ Years of Experience in E-Commerce Management, Digital Marketing, and Research Analysis 🏆 Top Rated Provider, Top 3% of Talent on Upwork ✅ 100% Customer Satisfaction Rate | Flawless 100% Job Success Rate I bring a unique blend of expertise in e-commerce management, digital marketing, web development, and internet research. My experience spans building and optimizing online stores, creating dynamic web solutions, and conducting data-driven research for businesses and educational institutions. E-Commerce & Web Development Expertise Are you looking to revamp your online presence, improve user experience, or boost your website’s performance? I specialize in designing, redesigning, and optimizing websites that drive conversions and enhance user engagement. Proficient in All CMS Platforms: ✅ WordPress/WooCommerce | Shopify | Wix | Squarespace | ClickFunnels | Weebly My Services: • Website Design & Redesign: Transforming outdated websites into modern, high-performing platforms. • Custom Development: Tailored web solutions to match unique business needs. • Mobile Optimization: Ensuring seamless performance across all devices. • E-commerce Solutions: Expert in WooCommerce, Shopify, and other e-commerce platforms. • Performance Optimization: Speed optimization for fast-loading, efficient websites. • SEO: On-page SEO strategies to enhance search engine rankings. • Email Marketing Integration: Expertise in Klaviyo, Mailchimp, and more. • Social Media Integration: Store connections with Facebook, Instagram, and Google Ads. Technical Skills: • Front-End: HTML5, CSS3, JavaScript • Back-End: Shopify Liquid, WooCommerce • Security: Implementing robust security measures for WordPress and Shopify platforms. • UX/UI Design: Enhancing user interfaces for an exceptional customer journey. Research & Education Expertise As a seasoned research analyst with a background in Information Technology, I’ve written several books and developed courses on Internet Research and Digital Information Retrieval. I teach “Online Research” to global audiences through live, instructor-led sessions at the Association of Internet Research Specialists (AOFIRS), a non-profit professional association based in Canada. Published Works: 1. Internet Research Training Guide 2. Web Search Methods & Techniques 3. Online Investigative Research – Methods & Techniques 4. Specialized Search Engines & Information Portals – 1700 Listed Research Expertise: • Qualitative & Quantitative Research: Data collection, analysis, and visualization. • Report Writing: Research reports, feasibility studies, and business analysis. • Responsible Research: Delivering verifiable, source-backed insights. • Data-Driven Presentations: Compelling presentations tailored to client needs. With access to AOFIRS in-house experts, I can scale resources to handle projects of any size, ensuring on-time delivery with quality assurance. Why Choose Me? ✳️ Versatility: Expertise in e-commerce, digital marketing, and research. ✳️ Result-Driven: Focused on driving sales, engagement, and actionable insights. ✳️ Attention to Detail: Flawless execution with no compromises. ✳️ Timely Delivery: Punctual and reliable. ✳️ Clear Communication: Transparent progress updates. Let’s work together to bring your e-commerce dreams to life or deliver insightful research solutions tailored to your needs. Whether you’re starting from scratch or looking for a revamp, I’m here to help you succeed.
    Featured Skill Business Analyst
    Business IT Alignment
    WordPress
    Product Research
    Report Writing
    Technical Case Study
    Risk Analysis
    Shopify
    Online Market Research
    Company Research
    Brand Research
    Feasibility Study
    Academic Research
    Business Analysis
    Research & Strategy
  • $84 hourly
    🚀 Hi, I’m Illia! I specialize in transforming how businesses operate by leveraging process improvement, automation and AI to unlock efficiency, scalability, and profitability. I focus on helping small businesses streamline their operations and overcome the challenges that hold them back. My team and I empower CEOs, COOs, and Operations Leaders to overcome operational challenges and build sustainable systems that drive results. From reducing costs to improving team engagement and delivering actionable insights, we ensure every process works for - not against - you. I know what keeps you late up at night: 🔍 Are inefficiencies eating into profits? We’ll automate and optimize. 🔍 Are unclear roles creating frustration? We’ll empower your teams with clear processes. 🔍 Is unreliable data making decision-making harder? We’ll deliver clarity with real-time insights. 🔍 Are silos slowing progress? We’ll break down barriers and align your teams. Skills and Tools We Use • Process Optimization: Streamlining workflows and identifying inefficiencies. • Automation: Leveraging tools like Zapier, Microsoft Power Automate, Integromat (Make), n8n, Pipedream, and more to automate repetitive tasks and improve productivity. • Data Management and Analysis: Using tools like Google Sheets, Airtable, Excel, and Google Data Studio to deliver actionable insights. • Smartsheet Solutions: Creating customized dashboards and automating workflows within Smartsheet to improve project tracking and resource allocation. • CRM Integrations: Connecting systems like Salesforce, HubSpot, and Zoho to enhance customer relationship management. • Team Collaboration Tools: Implementing Trello, Asana, ClickUp, and more for seamless communication and task management. 🏆🏆🏆 Client Testimonials Don’t just take my word for it - here’s what my clients have to say: “Illia and the sProcess team streamlined our systems, integrating ClickUp with Pipedrive and Google Drive, enabling us to handle 50% more projects with the same team resources.” – CEO, Ascent M&A Consulting “Thanks to the sProcess team, our delivery process became 40% faster in just three months.” – CEO, ContentWish “Working with sProcess has been a game-changer for us. Automation solutions helped us reduce administrative time by 40% per reservation, allowing our team to focus more on delivering exceptional guest experiences.” – COO, HOLT “Illia and sProcess team delivered a game-changing inventory automation solution that cut our management time by 20% in six weeks.” – Co-Founder, Octillion Capital Partners ☑️ If you’re ready to scale your operations, cut out inefficiencies, and set up automations that actually work, let’s talk. I’m here to help make process improvement simple, low-risk, and profitable with real, measurable results.
    Featured Skill Business Analyst
    Automated Workflow
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    Time Management
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    Make.com
    Project Management
    Process Documentation
    Business Operations
    Business Analysis
    Map Integration
    Business Process Modeling
    Zapier
    Python
    Project Workflows
    ClickUp
    Agile Project Management
  • $50 hourly
    Highly creative individual looking for remote work opportunities. I hold over ten years of customer service experience. I would love the ability to assist you on your projects.
    Featured Skill Business Analyst
    API Integration
    Microsoft Access
    AWS Lambda
    Business Analysis
    Data Science
    Microsoft Power BI
    Salesforce Sales Cloud
    Microsoft Azure
    Database Query
    AWS Glue
    Microsoft SharePoint Administration
    AWS IoT Core
  • $100 hourly
    With over a decade of experience in Operations and Management, I have gained a deep understanding of the practical realities involved in connecting strategy with execution. I evaluate functional performance, identify actionable improvements, and collaborate with my clients to facilitate change. My expertise can help optimize your operations by enhancing service, minimizing costs, and boosting revenue. - Fractional COO - Project Management (Asana, Jira, Monday, ClickUp) - Process Management - Product Management - Improve operations and workflows, or build foundational capabilities to support scale. - Figure out problems in management system - Creating organizations Charts, Responsibilities, - Review Company Operation Cost - Digital Marketing Management - Sales Strategy
    Featured Skill Business Analyst
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    Staffing Needs
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    Staff Recruitment & Management
    Cost Control
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    Management Skills
    Smartsheet
    Business Analysis
    Business Operations
    Team Building
  • $50 hourly
    I am an experienced accountant with a background in finance as well. I am well versed in all things finance and accounting. I am looking for part time and contractual work that will help advance my career skill set, while also helping provide exceptional service to someone with common goals and interests.
    Featured Skill Business Analyst
    Private Equity
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    Budget Management
    Accounting
    Microsoft Excel
  • $100 hourly
    Relentless, results-driven, and laser-focused on outcomes! I don’t just “do” Smartsheet—I dominate it. With deep expertise in project management, business analysis, and product development, I don’t just adapt to change—I create the change. I turn complex challenges into streamlined solutions that catapult businesses forward. Whether it’s mastering diverse project methodologies, building bulletproof roadmaps, or optimizing processes for maximum impact, I’ve got it covered. My solutions don’t just check the box—they drive real growth, delivering projects on time and under budget while elevating enterprise operations to a whole new level.
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    Agile Software Development
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    Requirement Analysis
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    Process Improvement
    Strategic Planning
    Business Process Management
    Project Portfolio Management
    Product Management
    Business Analysis
    Smartsheet
    Project Management
    Agile Project Management
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