Hire the best Business Analysts in the United States

Name: Business Analysts
Brand: Upwork
Rating: 4.8 (2126 reviews)

Check out Business Analysts in the United States with the skills you need for your next job.

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Clients rate Business Analysts

4.8/5

based on 2,126 client reviews

$85 hourly
Mitchell F.
- 4.9/5
- (113 jobs)
Hello there! I have 10+ years of data analysis experience and am passionate about helping businesses tackle their toughest data challenges. With expertise in Excel, Python, and SQL, I focus on automating workflows, cleaning and transforming data, creating dashboards, and pretty much everything else in between across a wide variety of industries. I believe good data can tell a story and drive smarter decisions. That’s why I focus on creating practical, easy-to-use solutions tailored to what you actually need. Maybe you’re drowning in data and just want something more manageable, or you’re looking to save time by automating a tedious process. Either way, I’m here to help. If you’re ready to take the hassle out of your data and make it work for you, I’d love to hear more about your project. Don't hesitate to reach out with any questions, and let's explore how I can help!

Business Analyst
Advanced Analytics
Data Integration
Power Query
Business Analysis
Business Intelligence
Financial Analysis
Data Cleaning
Operations Analytics
Data Analytics
Spreadsheet Software
Excel Formula
Dashboard
Data Visualization
Microsoft Excel
Data Analysis
$65 hourly
Steven P.
- 4.9/5
- (70 jobs)
I am a Zoho Authorized Partner with expertise in most Zoho applications. I implemented the Zoho platform for various industries such as finance, technology, service, and retail. Zoho provides a unique platform that enables a business to succeed without the need for complicated and costly software development. This is the key reason why I have chosen Zoho. Over the past year, I have completed Zoho implementations for more than 20 businesses such as a synthetic turf sales and installation company, an online medication prescriptions service, an office cleaning service, a breast cancer support network, and a dog park bar/restaurant). I am an expert in integrating and building customized client solutions. I also have extensive experience in sales management, data analytics, and fine-tuning operational processes. I pride myself on finding the most cost-effective solutions to any opportunity.

Business Analyst
Customer Relationship Management
Analytics
Business Operations
Business Analysis
Sales Operations
Microsoft Dynamics CRM
Data Modeling
Zoho CRM
Web Design
Business Process Reengineering
$50 hourly
Jeffrey L S.
- 5.0/5
- (2 jobs)
Information technology professional with 20 years extensive background in computer repair, maintenance, software application development, web application development, AWS architecture, Network engineering, data analysis, business process analysis, and management. Flexible and focused, with strong analytical and problem-solving abilities. Additionally, have experience in information technology leadership and management. Capabilities include:  Information technology leadership and management experience  Experienced in managing in the technology field and the business field  Software development (VB6, VB.NET, C++, Java, C#, Objective C, Python, React)  Computer system installation, maintenance, and troubleshooting. Application troubleshooting.  Customer service and technical, phone support and on-site field support  HTML / XML / ASP / ASP.NET / PHP / Java Script / CSS / Json /Typescript /Yaml / jQuery  Word / Excel / Outlook / Access / FrontPage / Dream Weaver  Windows all versions. Mac OS all versions.  SQL Server All versions. MySQL and PostgresSQL  Windows server all versions. IIS all versions  Network Administration  Business / Data Analysis/ Information Systems  Have tortured Many students in the IT area.

Business Analyst
SQL Programming
Business Analysis
Business Applications Consultation
jQuery
dBase
Agile Software Development
Management Skills
Visual Basic
C#
ASP.NET MVC
$160 hourly
Brian S.
- 5.0/5
- (128 jobs)
I have 17-plus years of accounting and finance experience in a wide range of industries. Currently, I am heavily involved in the budgeting, forecasting and strategic decision-making for an international retail company with greater than $5B annual revenue. Previously, I held various senior manager and analyst roles at a sports media company and world-renowned hospital system. During my early years at a boutique public accounting firm, I earned by CPA license and was exposed to many industries. My skills include general accounting functions, business planning (budgeting, forecasting and analysis) and ad hoc financial modeling (sales, free cash flow, etc). My personal interests include cooking, traveling and spending time with my family. Please allow me to put my skills and expertise to work for your organization!

Business Analyst
Business Plan
Business Analysis
Financial Modeling
Microsoft PowerPoint
Budget Management
Microsoft Excel
$50 hourly
Suzanne R.
- 5.0/5
- (218 jobs)
I’m a senior research analyst and former VP of Operations with 30+ years of experience delivering sharp, actionable insight to help companies make smarter strategic decisions. As a market researcher, I’ve completed over 200 projects across SaaS, industrial equipment, construction, legal tech, consumer goods, and logistics, covering everything from demand forecasting and competitor benchmarking to international distributor identification. My work is detail-oriented, source-verified, and tailored for real-world decision-making, not just surface-level summaries. Before freelancing, I spent more than a decade as VP of Operations at a legal eBilling company, where I led internal workflow redesigns, software QA testing, and invoice process optimization. I’ve mapped and improved systems across legal, finance, procurement, and vendor compliance — and I bring that same operational discipline to every research project I take on. Core Capabilities: • Market and industry research (U.S. + international) • Competitor benchmarking and pricing analysis • Lead generation and buyer identification • Demand and TAM sizing (including niche B2B segments) • Workflow and process mapping (especially legal ops and back-office) • Documented SOP development and operations audits • Research for private equity, startups, and internal strategy teams I work well with clients who want thoughtful, source-backed insights and value clean, professional deliverables. Let me know what you’re working on — I’m always up for a challenge.

Business Analyst
Process Flow Diagram
Business Process Reengineering
Value Stream Mapping
SWOT Analysis
Customer Segmentation
Report Writing
Microsoft Excel
Pitch Deck
Company Research
Industry Research
Business Analysis
Lead Generation
Data Analysis
Competitive Analysis
Market Research
$100 hourly
Ryan B.
- 4.9/5
- (31 jobs)
I am a certified Salesforce administrator with more than 7 years' of experience. With a background in business analysis and a Business Degree from The Citadel, the Military College of South Carolina, I understand the complexities of meeting business requirements that many Salesforce administrators may not. I have experience in nearly all facets of Salesforce administration and pride myself on integrity, and providing quality Salesforce administration. I have experience in; configuring custom and standard objects, page layouts, reports, validation rules, workflows, document templates, process builders, flows, record types, data fields, classic and lightening experience, creating training documentation, CPQ, and more.

Business Analyst
Salesforce CPQ
Salesforce Lightning
Salesforce Sales Cloud
Salesforce
Salesforce CRM
Business Analysis
$150 hourly
Carlesia H.
- 5.0/5
- (46 jobs)
I am a results-driven financial leader with a proven track record of building robust accounting processes tailored to the unique needs of fintech startups. My expertise spans strategic tax planning, comprehensive bookkeeping, and tax preparation services, with a particular focus on emerging sectors like crypto, ai, e-commerce and real estate. As a Contract CFO, I have played a critical role in facilitating startup capital acquisition, creating scalable accounting frameworks, and ensuring financial compliance, which have been instrumental in driving growth and stability for innovative companies. With a deep understanding of the latest tax laws and regulations, I excel in designing and implementing streamlined processes that enhance efficiency, accuracy, and compliance. My ability to stay ahead of industry trends and legislative changes allows me to offer cutting-edge solutions that meet the evolving needs of clients. Whether overseeing audits, managing day-to-day bookkeeping, or preparing tax returns, I am committed to delivering exceptional financial stewardship and fostering the success of forward-thinking organizations. In short, what I'm selling is peace of mind. Entrepreneurs are experts in their craft and shouldn't be distracted or discouraged with the numbers.

Business Analyst
Financial Projection
Company Valuation
Bookkeeping
Business Planning & Strategy
Cryptocurrency
Bank Reconciliation
Business Analysis
Accounting Principles & Practices
Accounting Basics
Tax Law Compliance
Tax Preparation
Financial Analysis
Tax Planning & Advisory
Strategic Plan
QuickBooks Online
Microsoft Excel
Startup Consulting
Corporate Tax
$195 hourly
Gregory L.
- 5.0/5
- (71 jobs)
Thirty-two (32) years of experience in commercial real estate, including retail, office, industrial, & multi-family properties. Skilled management consultant and broker. I routinely work as an Expert Witness in commercial real estate disputes and have experience testifying at trial. I teach commercial real estate courses as a part-time Course Facilitator in Cornell University's eCornell online certificate program. Expert in triple net (NNN) and other types of commercial real estate leases, audit of NNN expenses, asset management, lease abstraction, lease administration, leasing, corporate real estate,, disaster planning/response, development, due diligence, facilities management, construction project management, roof and pavement management programs, and management of real estate portfolios. I have an active account with CoStar with national coverage. Former Head of Property Management for a real estate investment trust (REIT) with 5,700 properties across the United States. Whether you are a Tenant or Landlord, I work with small business owners to global corporations and would welcome the opportunity to discuss your needs. FINE PRINT: Any guidance, advice, assistance, and/or information I provided should not be considered legal or tax advice and shall in no event create any agency relationship. I am a licensed Real Estate Broker in California (DRE# 01125276). I AM NOT AN ATTORNEY.

Business Analyst
Contract Drafting
Commercial Lease
Business Writing
Property & Equipment Lease
Business Transformation
Management Consulting
Real Estate
Financial Analysis
Business Analysis
Financial Modeling
Business Coaching
Real Estate Investment Assistance
$90 hourly
Eric W.
- 5.0/5
- (27 jobs)
Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.

Business Analyst
Pitchbook
Investor Overview
Business Analysis
Investment Banking
Financial Accounting
Management Consulting
Financial Writing
Business Consulting
Managerial Finance
Corporate Finance
Project Finance
Python
$70 hourly
Jenny S.
- 4.9/5
- (61 jobs)
Engineering graduate in Electronics and Telecommunication Total work experience of 8 years. Proficient in Office 365 products: Exchange, SharePoint,One drive, Teams. Worked on Exchange migration from Exchange 2010 server to Exchange Online Worked on on-premise Sharepoint 2003 environment and migrated data from Sharepoint 2010 to Sharepoint online 4 years of strong Oracle SQL and PLSQL development experience including SQL queries optimization and performance tuning. I have experience working on ticketing system: Rave Interacted and worked directly with Microsoft customers. Provided great customer experience for different regions and flexible with different time zone. Good communication skills and hard working. Also enthusiastic to learn new skills

Business Analyst
SQL Programming
Oracle Performance Tuning
Oracle PLSQL
Migration
Business Analysis
Microsoft SharePoint
Microsoft Teams
Microsoft SharePoint Administration
Microsoft PowerApps
Microsoft Exchange Online
Microsoft Windows PowerShell
Office 365
Microsoft Azure
Microsoft Active Directory
Python
$60 hourly
Margarita C.
- 4.9/5
- (22 jobs)
👔 Your business matters. Don’t just hire any business writer, hire someone with experience as a business owner who has had to write their business plan, get funding, and do everything you are doing now. Experience is the best teacher! As an accomplished CEO of JumpRydz.com with 15+ years in the transportation industry, I built a successful, self-operating business, raised over $500k for my business, and now I teach other entrepreneurs how to build their successful framework, train their teams, and accomplish their goals. On UpWork, my clients receive detailed work including all the information necessary to start, grow, or improve their businesses. I offer Business Plan Writing, Pitch Deck Writing & Pitch Deck Design, Grant Writing, Business Consultant Services, and Mentorship.

Business Analyst
Business Analysis
Grant Application
Grant Writing
Marketing Plan
Pitch Deck
SWOT Analysis
Business Planning & Strategy
Business
Grant Proposal
Grant Research & Prospect List
Business Proposal
Business Plan Writing
Business Coaching
$100 hourly
Erin J.
- 4.8/5
- (14 jobs)
Welcome to my professional profile! As a dedicated working professional, I bring a fervent enthusiasm for optimizing workflows and problem-solving, particularly when it comes to Epicor, Smartsheet, and Google Workspace. I thrive on challenges and take immense pleasure in collaborating with clients to uncover the most effective solutions for their needs. Proficient in Excel, I possess expertise in crafting intricate applications with buttons, controls, forms, and automation using VBA. Whether it's ironing out existing workbook issues, refining formatting, or developing entirely new solutions, I'm your go-to Excel aficionado. My proficiency extends seamlessly into Smartsheet, a dynamic tool that revolutionizes office collaboration. Having spearheaded and co-managed the Smartsheet workspace within my organization, I'm well-versed in sheets, forms, dashboards, reports, and workflow creation. Consider me your Smartsheet guru, ready to illuminate its functionalities and guide you through its intricacies. Armed with a B.S. in Computer Science with a specialization in Computer Information Systems, complemented by a Spreadsheet Specialist Certificate, I bring a robust foundation to my work. By day, I navigate the complexities of Epicor Kinetic ERP as a systems administrator, delving into queries, dashboards, SSRS reporting, customizations, BPMs, and data analysis. Yet, my thirst for knowledge persists beyond the clock, with a penchant for exploring programming languages, web development, and staying abreast of evolving technologies. As a firm believer in the power of continuous education, I'm committed to refining my skill set and staying ahead of the curve. Equipped with recent Professional Google Workspace Administrator badges and courses, I'm poised to elevate your organization's efficiency and collaboration capabilities within the Google Workspace ecosystem. I'm genuinely excited about the opportunity to collaborate with you, unravel challenges, and engineer bespoke solutions. Let's connect and embark on a journey towards operational excellence. Reach out, and let's kickstart the conversation! Here are some past reviews I've taken from my LinkedIn profile, so you know the caliber of work you can expect from me: Carlos Esparza (Account Manager at Arizona Correctional Industries) - August 25, 2020 - "Erin Corona, has been a standout from the first time I needed information from the accounting department. I pushed our IT/EPCOR to take advantage of this dynamic person to help in the transition from EPCOR 9 to EPCOR 10. Her understanding and patience was a breath of fresh air. I would ask a questions and she would have the answer or get it to me in a timely manner." Art Dohrman (Senior Civil Engineer at US Army Engineering & Support Center Huntsville) - July 17, 2013 - "I hired Erin initially as a student administrative technician. She very quickly mastered the financial systems here at the Corps and also kept our work group of 10 people organized and on track. She's organized, conscientious, reliable, and very smart. She's a real asset to any team she supports." Past positions include: (State of Arizona) Epicor ERP Systems Administrator/Developer, (Army Corp of Engineers) System Analyst, (Verizon) Tech Coach, (Vanguard) Web Tech Support, Administrative Assistant, Personal Assistant, (Bank of America) Bank Teller

Business Analyst
Google Docs
Smartsheet
Spreadsheet Software
Microsoft Word
Visual Basic for Applications
Word Processing
Microsoft SQL Server Reporting Services
Dashboard
Business Analysis
Customer Support
Microsoft Excel
Email Support
$35 hourly
Sherif M.
- 5.0/5
- (8 jobs)
🚀 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.

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
$125 hourly
Kris R.
- 5.0/5
- (13 jobs)
Are you a business owner looking to gain traction and scale sustainably? With over 15 years of experience in business operations, I help ambitious companies find direction, streamline operations, and set a solid foundation for growth. As a Fractional COO and EOS Integrator, I bring both strategic insight and hands-on, results-driven execution to every project. How I Help Businesses Thrive: Operational Excellence: I focus on building structured processes, aligning teams, and implementing scalable systems that support sustainable growth and drive traction. Proven Results: From a 600% revenue increase to a 50% improvement in organizational alignment, I’ve guided companies to measurable success. My approach is always client-centered, ensuring impactful results that move the needle. Specialized Expertise: Whether your business needs a comprehensive assessment, growth planning, or full EOS implementation, I bring the structure, clarity, and focus needed to succeed. Let’s connect to discuss how I can help your business grow, gain traction, and achieve long-term success. I’m here to be the strategic partner that takes your business to the next level.

Business Analyst
Business Consulting
EOS
Process Improvement
Marketing
Advertising
Project Management
Business Analysis
Strategic Plan
Business Operations
Change Management
$58 hourly
Hossein H.
- 5.0/5
- (11 jobs)
**Digital Marketing: Are you aiming to boost your online revenue? Do you wish to decrease the cost per lead/order and increase your ROAS? Nowadays, effective marketing demands a high ROI campaign on Google. If you've been allocating your budget ineffectively in marketing until now, take a look at my profile and clients recommendations. 🌟I do Google Ads right! Of course, that includes GA4, GTM, CRO, Landing Page Design and setting up accurate conversion tracking. My expertise lies in assisting you with crafting a marketing strategy tailored for a successful SEM campaign. This approach delivers high-intent clients from your target audience at a cost-effective rate. Elevate your business with the transformative power of Google Ads, a tool that thrusts your brand into the limelight. Benefit from unparalleled reach and precise targeting, ensuring your message reaches the right audience at the perfect moment. This tool seamlessly adapts to your goals, whether they involve driving traffic, boosting conversions, or increasing sales. Real-time analytics empower you to refine your strategy on-the-fly for maximum returns. I will develop a detailed systematic workflow for crafting each type of PPC campaign to suit your business needs: search, Pmax, display, video, and shopping. 🌟During the past 12 to 18 months, Google Ads have undergone changes that have led to challenges for many small to medium-scale campaigns. I've invested a substantial amount of time developing strategies to overcome these hurdles. If your campaigns aren't performing as well as they used to, feel free to reach out, and I'll be glad to assess them. If you're new to Google Ads, let's create your campaign from scratch in the right way 🌟I've received consistent 5-star feedback for my project work, maintaining a Job Success Score (JSS) of 99-100% on Upwork for the past 3 years. I have the proven ability to convert advertising investments into substantial returns for both B2C and B2B clients. A recent example highlights a lead generation campaign where I achieved a 35% increase in conversion rates while impressively reducing the cost per acquisition by 20%. By leveraging data-driven insights, I meticulously fine-tune marketing strategies, leading to a significant boost in ROI and surpassing clients' sales growth expectations. Industries: E-commerce, Fitness and Gym, Wellness, Beauty, Real Estate, Home Services, Tourism, Agencies (white label), SaaS, and other local businesses and SMBs. ✔️✔️ DM for my portfolio, which provides detailed results of each case ✔️✔️

Business Analyst
Google Search
B2B Lead Generation
Sales Funnel
Sales Funnel Builder
Sales Funnel Implementation
Pay Per Click Advertising
Supply Chain Management
Data Analysis
System Analysis
Business Analysis
PPC Campaign Setup & Management
Display Ad
Google Ads
Search Engine Marketing
Google Analytics
$100 hourly
Jeffrey B.
- 5.0/5
- (41 jobs)
Elevate Your Business to new heights. Are you striving for exceptional growth and operations? Unlock the full potential of your organization with a results-driven professional ready to transform your business landscape. I am a results-driven professional with an extensive career characterized by successful C Level, small business and start up projects impacting Marketing, Sales, Proposal Development, Strategy, and Process Improvement. I have completed over 100 projects affecting $30M in sales growth and increased profit across manufacturing, information, service, nonprofit and financial sectors. Ask me about: Boosting Income with Marketing, Sales, and RFP Proposal Development: • Go-to-Market strategies • Digital Marketing techniques- HubSpot certified. • RFP response proposals • Navigate federal GSA, SAM.gov, state, local, and private entities Boosting Profit with Strategy and Process Improvement Projects/Workshops: • Set and achieve organizational goals • Develop strategic roadmaps, game-changing initiatives, and yearly plans • Implement Lean Six Sigma methodologies for cost and cycle time reductions • Implement improvements in your bottom line Boosting Productivity • Create standard procedures • Create effective work flows • Learn to use productivity tools Standard rate is for an hour long Zoom meeting. Lower rates apply to extended projects based on complexity. Contact me for details. I am ready to help you propel your organization forward.

Business Analyst
Resume
Career Coaching
Business Analysis
Facilitation
Data Analysis
Continuous Improvement
Six Sigma
Process Improvement
Strategy
Technical Writing
Procedure Development
Proposal Writing
Business Consulting
Business Coaching
$50 hourly
Emma A.
- 5.0/5
- (6 jobs)
Available now - please reach out if you would like to work together! Reporting and business intelligence analyst with extensive experience in the healthcare, pharmaceutical and manufacturing sector. Highly adept at regular, clear communication with clients and developing mutual project timelines, project plans and goals in order to ensure transparency and satisfaction with final deliverables. Proven track record in creating actionable reports and dashboards that drive data-informed decisions. Adept at managing complex datasets and delivering insights that support public health initiatives. Recognized for exceptional communication skills and ability to translate data into compelling narratives that achieve organizational goals. Technical Skills: • Advanced SQL & Data Analysis (SQL, Excel) • Data Visualization (Tableau, Power BI) • Survey Design & Research (Qualtrics, qualitative & quantitative) • Technical Writing & Reporting • Spatial Analysis (ArcGIS) Strengths: • Data-Driven Analysis • Effective Communication • Healthcare & Claims Data Expertise • Innovative Problem-Solving • Meticulous Attention to Detail • Delivering Actionable Insights • Cross-team Collaboration About Me: I am highly adept at creating reports and other products that convey clear, focused, and action-oriented insights - no matter the level of data literacy or comfort of your intended consumer. When you can harness the power of your data and communicate results it can be transformative. Elevate your organization and become a trusted, leading voice in your field through the establishment of transparent data processes, straightforward analytics, and professional, impactful reporting. I strongly believe your data is only as useful as the insights you and your partners can derive from it. Because of this, I will prioritize helping you and your organization not only analyze and summarize your data but also develop potential action steps and communications with your partners. I love telling stories with data and helping clients make data-driven decisions that have an impact.

Business Analyst
Financial Reporting
Databricks Platform
Google Sheets Automation
Google Sheets
Performance Measurement
Survey Design
Data Analysis
Business Analysis
Qualtrics
Business Intelligence
Infographic
Microsoft Power BI
SQL
Tableau
Data Visualization
$175 hourly
Zhi L.
- 5.0/5
- (25 jobs)
Having spent more than 16 years in the Finance and Management industries, I successfully enabled over 100 entrepreneurs, companies, non-profits and governments to expand their business, manage their finances, develop their economies and right-size their operations. As a fractional Chief Financial Officer and Chief Operating Officer, I assisted several startups in various industries (such as E-Commerce, SaaS, Web3, Crypto, Medtech, venture capital, energy, etc) in building their financial and operational capabilities, including: - developing accounting policies and controls; - managing accounting processes such as monthly closes, A/R, A/P, Reconciliation and Reporting; - developing HR and IT functions, including hiring process and technology management program; - running and integrating ERP systems with payment processing and accounting systems (Quickbooks, Netsuite, Xero, Quickbase, Paypal, Expensify, etc) - building a strategic finance function, including budgeting, KPI development, Financial Planning and Analysis - assisting with fundraising strategies and equity management, including management of third-party systems such as Carta During my stint as an Investment Banker, I managed many acquisitions and divestitures from sourcing to closing, and helped clients to develop: - business strategy - competitive landscape analysis - financial forecasts - fundraising and sales pitch decks - board presentations - business valuation - transaction management and negotiation During my stint as a portfolio manager, I assisted in achieving the targeted returns through developing: - risk-based allocation strategies - hedging and dynamic portfolio management tools - customized benchmarking During my stint as a fixed income trader, I helped companies to understand the capital markets and provided liquidity to market participants through creating: - risk management and pricing models - market analysis and idea generation As a Chartered Financial Consultant, I help individuals and companies to manage and expand their wealth according to their needs through: - expense tracking models - risk-based wealth management strategies - optimization of income production and debt reduction - life planning strategies Through my wealth of experience and versatile skill sets, I hope to be able to assist you in meeting your goals. Looking forward to having a conversation, and hopefully working with you!

Business Analyst
Company Valuation
Investment Strategy
People Management
Financial Modeling
Shareholder Relationship
Investor Overview
Entrepreneurship
Venture Capital Consulting
Business Services
Business Analysis
Financial Analysis
Presentations
$85 hourly
Anita R.
- 5.0/5
- (20 jobs)
Available for remote and onsite consulting services in the specialty, mail order, home infusion, DME and extemporaneous compounding pharmacy environment. Historically through my business I have entered organizations as consulting COO but have also acted in the roles of compliance officer, accreditation specialist, business development and sales/ ACHC Certified Consultant marketing. I can help you increase your bottom line and decrease costs. I provide accurate information. No sugar coated tablets. I also have a keen sense of humor that helps level a stressful work environment in an ever evolving industry. Message me to start a dialogue. Mail order and specialty start up Pharmacy Operations Guru Workflow specialist I train managers to manage Accreditation expert SOP and detailed work instructions written by our award winning technical writer Ken Dushek Custom website building . Built in tools to drive clients to your site Logo Design Marketing Materials I train learned intermediaries, support staff and sales teams to be star performers I get results Business development for specialty pharmacies Employee development and retention Specialties: Contracting, workflow, employee training, PTCB Educator, recruiting, pharmacy law, JCAHO, URAC, ACHC/PCAB etc. Sales and marketing P and L Home Infusion Compounding DME Regulatory Repurposing FDA 503A 503B

Business Analyst
Business Development
Business Analysis
Content Writing
Copy Editing
Technical Writing
User Manual
Data Entry
Management Skills
Compliance Training
Lean Consulting
ProcessMAP Document Management
Project Management Professional
Licensing
Lead Generation
$50 hourly
Georg G.
- 4.9/5
- (50 jobs)
👋 Please write to me directly, and you'll receive 15 minutes of free consultation ☎️ ! You’re here because your company needs strategic marketing leadership without the overhead of a full-time executive. Whether you're scaling a startup, entering new markets, or restructuring your marketing operations, I bring clarity, speed, and execution to your business development and growth initiatives. I work as a Fractional Chief Marketing Officer and Business Development expert with companies across the U.S. 🇺🇸 and internationally 🌏. With over 15 years of experience and more than 300 successful marketing projects behind me, I help Founders and CEOs solve real business challenges—not just “do marketing.” What You Can Expect When We Work Together 📍 Fast, clear diagnosis of your marketing problems 📍 A sharp go-to-market strategy rooted in research and business goals 📍 Effective marketing operations setup—from hiring teams to leading execution 📍 Honest collaboration grounded in an owner’s mindset (I’ve been one, too) 📍 Independent work ethic—I’m not an agency, I don’t delegate blindly, and I don’t waste your time Whether you’re pre-launch, in early growth, or navigating a plateau, I’ll help you move forward with data-backed decisions and focused execution. I live and work in Austin, Texas 🤠, and can travel if in-person presence is required. 💭 My Approach: Practical, Data-Driven, Owner-Minded 💡My Main Skills: - Strategic Thinking - Data-Driven Decision - Making Brand Management - Customer-Centric Mindset - Digital Marketing Mastery - Revenue Growth - Focus Leadership and Team Building - Product Marketing Expertise - Go-to-Market Strategy - Marketing Technology Acumen - Budgeting and Financial Management - Cross-Functional Collaboration - Innovation and Trend Sensitivity - Crisis and Reputation Management I’ve worked on both sides of the table—as a business owner and a marketing strategist. This gives me the perspective to align marketing not just with customer behavior, but with profitability, team dynamics, and long-term scalability. If needed, I can assemble or optimize your in-house or remote marketing team. I’ve been managing people since 2008 and know how to spot real talent. Core Areas of Expertise (Applied Based on Your Specific Needs): ✅ Market Research & Business Planning ✅ Defining your real customer and market opportunity ✅ Mapping competitor insights and building data-driven strategies ✅ SWOT and risk analysis with actionable outcomes ✅ Brand Identity & Positioning ✅ Building or rebuilding brand systems that reflect your unique value ✅ Crafting brand voice, visual identity, and internal guidelines ✅ Aligning branding with business model and customer expectations ✅ Product & Launch Strategy ✅ Product-market fit validation, feasibility, and supplier coordination ✅ E-commerce setup with platform selection, logistics, and fulfillment ✅ End-to-end launch planning and post-launch optimization ✅ Performance-Driven Digital Marketing ✅ SEO, PPC, and CRO strategies to improve visibility and conversions ✅ Smart content and storytelling that resonate with your ideal buyers ✅ Email marketing with segmentation and lifecycle automation ✅ Analytics & Optimization ✅ Clear KPI tracking using tools like GA4, Hotjar, and custom dashboards ✅ A/B testing across funnels, landing pages, and ads ✅ Real-time strategy adjustments based on feedback and results ✅ Customer Experience & Retention ✅ Implementing support systems, training, and automation ✅ Loyalty and retention campaigns to maximize LTV ✅ Building customer relationships that drive repeat business ⁉️ Why Clients Choose Me Over Agencies or In-House Hires - I provide executive-level strategy with tactical execution - I work independently, proactively, and with total transparency - I speak the language of founders and investors—not just marketers - I don't upsell. I solve. Let's Talk 🤝 If you’re looking for someone to take ownership of your marketing direction and help you grow with purpose, I’d love to hear more about your goals. The first 15 minutes of consultation are free! ☎️ Some of my project cases are included in the Portfolio section of my profile. If you'd like to explore examples specific to your industry or business challenge, just let me know—I’m happy to share additional links or walk you through relevant work. Have a few questions before we start? Send me a message. ✉️ I’ll provide straightforward answers and help you determine whether we’re the right fit

Business Analyst
Internet Marketing
Market Analysis
Social Media Marketing
Direct Marketing
Online Market Research
Business Analysis
Business Planning & Strategy
Brand Marketing
Lead Generation
B2C Marketing
B2B Marketing
Growth Strategy
Marketing Management
Digital Marketing
Marketing Strategy
$40 hourly
Steven G.
- 4.9/5
- (186 jobs)
Hello! With over five years of dedicated experience, I specialize in transforming raw data into actionable insights for the real estate industry. My focus is on creating tailored solutions that drive efficiency, support strategic decision-making, and give businesses a competitive edge. Why Partner with Me? ✅ Proven Expertise: I bring a strong background in data management and analysis, consistently delivering solutions that streamline processes and enable informed decision-making. ✅ Industry-Specific Knowledge: My in-depth understanding of real estate data challenges means I create solutions designed to keep you ahead in a competitive market. ✅ Comprehensive Skill Set: Proficient in Advanced Excel Formulas, Dashboards, Google Sheets, Data Analysis, Power BI Visualizations, SQL, and VBA, I bring versatile tools to solve your unique business challenges. How I Can Help 🔑 Unlock Your Data’s Potential: I transform raw data into strategic assets through customized Excel and Power BI visuals that bring your data to life. 🚀 Boost Efficiency: Streamlining workflows and automating tasks, I save time and resources while enhancing operational efficiency. 🎨 Tailored Solutions: I craft Excel and Power BI solutions customized to meet your business’s specific needs, ensuring maximum impact. Areas of Expertise: Advanced Microsoft Excel Formulas & Dashboards Interactive Reports in Power BI Google Sheets & Data Analysis Power BI Visualizations Real Estate Market Research SQL Server Management Python & API Integration Microsoft VBA Gantt Charts & Project Timelines Excel Calculators & Custom Tools Certifications: My certifications underscore my commitment to continuous learning and staying at the forefront of data analysis and automation. Let’s connect and discuss how I can help elevate your data strategy! Reach out to learn how we can drive your business forward.

Business Analyst
Microsoft SQL Server
AI Development
Microsoft Power Automate
Excel Formula
Data Entry
Business Analysis
Google Docs
Real Estate
Data Analysis
Microsoft Excel
$65 hourly
Tamra C.
- 5.0/5
- (6 jobs)
I am a QuickBooks Certified Accounting Professional skilled in various areas and sectors. With over 11 years of experience I have been trained in boutique accounting firms and have worked directly with skilled CPA's and CFO’s. My experience is vast, as it has allowed me to service various individuals and accounting companies across various industries. I offer a range of services including but not limited to: -Payroll Processing -Financial Reporting -Financial Planning -Bookkeeping -Bill Paying -Client Accounting Services -Business Management -Bond/trust Accounting -Property Accounting -Non-profit Accounting -Non-profit Budget Preparation -Grant Writing

Business Analyst
Tax Preparation Software
Financial Statement
AppFolio
Business Analysis
Finance
Business Management
Account Reconciliation
Financial Accounting
Accounts Receivable
Accounts Payable
Bookkeeping
Tax Preparation
Accounting Software
Payroll Accounting
$45 hourly
Michael T.
- 5.0/5
- (87 jobs)
Need a bank, investor, or immigration-ready business plan or pitch deck? I help entrepreneurs, founders and startups secure funding, SBA loans, and immigration visas with professional business plans, realistic financial forecasts, and actionable go-to-market strategies. With 100+ plans delivered and over $100M raised, I specialize in clear, compelling, and strategic documents tailored for banks, investors, and immigration officials - USCIS (USA) and IRCC (Canada). Your business plan will be written to maximize investment opportunities whether you are seeking private or public equity-based capital, debt-based capital, crowdfunding, or institutional and SBA loans. I have co-founded, scaled, and sold four multi-million dollar tech companies. I also provide startup coaching to entrepreneurs and founders on best practices, go-to-market strategies, product and service concepts, operational efficiencies, pricing models, and corporate and partner structures. Business Plans & Pitch Decks: ✔ Custom business plans & executive summaries with charts, infographics, and images. ✔ Business plans for private & public capital raises (equity & debt) & SBA loans. ✔ Business plans for immigration/ visas (e.g., EB-1A, EB-2 NIW, L-1A, L-1B, E-2 Treaty Investors, etc. ). ✔ Market research & analysis ✔ Custom pitch decks & presentations. ✔ Realistic & accurate financial models, forecasts & proforma. ✔ Pricing/ subscription analysis & strategy. ✔ In-depth market, industry & competitive research & analysis. ✔ Operational & risk management frameworks. ✔ TAM/ SAM / SOM, economic trending, KPIs, SWOT, etc. ✔ Marketing and sales planning and blueprints. ✔ Product/ service road-mapping. ✔ Succession plans. ✔ Regular updates. Quick Turnaround. I've written plans for several sectors including: ✔ Business to business (B2B) ✔ Business to consumer (B2C) ✔ SaaS & Apps ✔ Crypto / blockchain / DeFi / GameFi ✔ Restaurants & cafes & celebrity chefs ✔ Agriculture (traditional & hydroponic) ✔ Education and edtech ✔ Entertainment (music, video, tv, podcasts, vodcasts, etc.) ✔ Automotive ✔ Fitness and gyms ✔ Coffee cafes and retailers ✔ Finance & legal ✔ Medical/ Health & Wellness ✔ Real estate ✔ Health and beauty ✔ Marketplaces ✔ Transportation and logistics ✔ Retail and franchises ✔ Hemp and CBD ✔ Many more Other Expertise: ✔ 15+ years as founder/ CEO/ COO/ CPO/ with 4 successful multi-million-dollar acquisitions. ✔ Startup / founder coaching, mentoring and advice. ✔ Business formation, structure and strategy. ✔ RFP/ RFI responses (92% success rate). ✔ Grant applications (89% success rate). ✔ Product ideation, strategies & roadmaps. ✔ Marketing plans. Sales plans. Analytics plans. ✔ Distributed-team staffing & operations models. ✔ Go-to-market strategy & positioning. ✔ Pre-money & post-money valuations. Ready to get started? Let’s turn your idea into a reality with a winning business plan or pitch deck. Message me to discuss your goals! Have a great day! Mike _____________________ ⭐⭐⭐⭐⭐ "Working with Michael was a fantastic experience. I learned a lot in the process of him creating my business plan. It was a great experience and I will certainly be recommending him to others as well as coming back for future business. Very knowledgeable, Great communication, Strong time management, and all around positive experience. 5 stars across the board. I highly recommend you look no further." August 2024 ⭐⭐⭐⭐⭐ "Mike was fantastic to work with. I needed a high-quality business plan and that's exactly what he provided, working quickly and with excellent communication every step of the way. He's very knowledgeable about multiple facets of businesses and startups and was really helpful. I would highly recommend him and I'll be looking at other projects I can use him for in the future." May 2024 ⭐⭐⭐⭐⭐ "Michael was a true professional, he made sure we were satisfied and really impressed us with everything. We looked at a bunch of different candidates but he was our number 1 choice and he really proved that. The business plan he wrote looks fantastic and is getting good reviews from those helping our business already and we loved it ourselves. He had great communication and really made something beyond our expectations. If you need a business plan written by a professional I would say hire Michael in a heartbeat." March 2024 ⭐⭐⭐⭐⭐ "Michael is as great as always. Honest and hardworking." October 2023 ⭐⭐⭐⭐⭐ "Michael was very thorough and engaged in this project. He asked focused, relevant questions and actively listened to my responses. He was organized and brought a serious-minded, methodological approach to his assessment of my company. He was direct but very courteous and professional in his feedback. Competence is not a flashy term, but when one encounters it one realizes what a pleasure it is to do so. Such was the case in my work with Michael. You can hire him with confidence that he will get the job done." December 2022

Business Analyst
Executive Coaching
Leadership Coaching
Corporate Strategy
Growth Strategy
Business Strategy
SWOT Analysis
Business Analysis
Business Research
Business Modeling
Pitch Deck
Business Proposal Writing
Operational Plan
Executive Summary
Business Planning & Strategy
Business Plan Writing
$100 hourly
Dave S.
- 5.0/5
- (8 jobs)
I have 25 years of medical practice in pediatrics and pediatric emergency medicine. I was Senior Medical Officer for a national practice that specialized in developing pediatric emergency and critical care services for hospital clients. I recently completed my Masters of Business Administration and will use my deep professional experience and knowledge of medical practice, workplace culture development, and operational management competency to help you manage and solve your practice problems and maximize your revenue while improving patient and staff satisfaction with your services. Additionally, I am an excellent writer and editor and can help develop content for a variety of purposes.

Business Analyst
Management Skills
Revenue Management
Business Analysis
$100 hourly
Richard C.
- 5.0/5
- (6 jobs)
With over 30 years of experience in commercial banking, consulting, and investment banking, I bring expertise in creating financial models and pitch decks that effectively convey business models and growth potential. My background includes maintaining books and records for various businesses, including a FINRA-member broker-dealer, utilizing my Series 27 FINOP qualification. I frequently partner with clients on FP&A projects, offering services such as financial modeling, detailed financial analysis, and QuickBooks reviews. Recently, I developed KPIs and a board presentation for a SaaS technology company to enhance communication with investors. Additionally, I have extensive experience in mergers and acquisitions, helping companies prepare for a sale or a capital raise. Let’s discuss how I can assist with your needs.

Business Analyst
Presentations
Business Analysis
Business Presentation
Venture Capital Consulting
Private Equity
Bankruptcy
Management Accounting
Investment Banking
Microsoft PowerPoint
Accounting Advisory
Mergers & Acquisitions
Funding Needs Assessment
Accounting
Finance & Accounting
Microsoft Excel
$75 hourly
Doug F.
- 4.9/5
- (38 jobs)
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.

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
$75 hourly
Karrie D.
- 5.0/5
- (55 jobs)
Hi, I'm Karrie. I am a certified executive coach, career coach, and business analyst. I utilize my expertise in strategy, system development, and facilitation to partner with business leaders, teams, and individuals to achieve their goals using a value-aligned and holistic approach (i.e. I learn what matters to you, I help you refine the big picture, and I support you while you execute the details needed for success). I offer the following services: - Executive and Business Coaching - Having a safe space to explore and develop plans for your business is critical. I offer support and guidance in strategic planning, goal setting, roadmap development, leadership, communication, program/project management (agile and waterfall), staff development, conflict resolution, SWOT analysis, business analysis, root cause analysis, and business process refinement. - Career Coaching - I guide and support individuals as they seek new roles, decide on a career path, transition between roles or industries, and refine key business skills. I provide the following services: job search strategy, resume review, resume writing, ATS/keyword optimization, LinkedIn profile optimization, cover letter writing, interview prep, leadership coaching, and communication coaching. My coaching style is authentic, intuitive, and warm. I am adept at navigating times of change and chaos with agility in service of balance and wellness. You can count on me to help you uncover hidden obstacles, illuminate thoughtful pathways forward, and create solutions that are right-sized and adaptable. I thoroughly enjoy partnering with the talented individuals here at Upwork and welcome you to reach out anytime to discuss how I may be of service. "Sometimes you just have to take the leap and build your wings on the way down.” – Kobi Yamada

Business Analyst
Business Coaching
Executive Coaching
Writing
LinkedIn Profile Creation
Information Technology Strategy
Interview Preparation
Requirement Analysis
Data Analysis
Resume Development
Presentations
Facilitation
Career Coaching
Cover Letter Writing
Business Analysis
Agile Project Management
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