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  • $75 hourly
    -Specializes in building forecasting models across several business industries, reporting tools, and data visualization reports/dashboards -10.5+ years of work experience with financial reporting, forecasting, and modeling -Experience creating recurring revenue & SAAS models -Creating and maintaining excel forecasting models (Revenue & Costs.) -Strong problem-solving skills
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    Business Cases
    Presentations
    Data Entry
    Accuracy Verification
    Data Analysis
    Data Visualization
    Forecasting
    Microsoft Excel
    Spreadsheet Software
    Financial Modeling
    Financial Analysis
  • $129 hourly
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
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    Chartered Global Management Accountant
    Marketing Analytics
    Google Analytics
    Tableau
    Management Accounting
    Business Planning & Strategy
    Data Visualization
    Management Consulting
    Financial Modeling
    Business Cases
    Business Plan
    Business Analysis
    Financial Analysis
    Strategic Plan
  • $40 hourly
    I have 25+ years of experience as a management and technology consultant. I have advised 150+ clients on strategy, Planning, Business process transformation, Digital maturity assessment for business and digital transformation initiative in multiple domains like BFSI, Retail, Ecommerce, media, manufacturing, and others. I have worked along side C-suit and structure my services as coach to the CEO. My clients range from start up to large scale organization with top line revenue up to $2 Billion+. I have supported my clients in implementing complex global transformation program and following is the snapshot of key implementation: • Large Transformation Program - Digital Transformation, Implemented $10 million cloud program for US financial institution, implemented $20 million program for large pension organization • Implemented $2 million program for large media clients, In-sourcing projects into GCC from multiple vendors • Global Delivery – Program governance, MSA/SOW, NDA, vendor management, Agile Delivery • P&L - Budget, Revenue Management, Costing, Financial performance • Leadership – Leading with compassion, authenticity, and integrity If you are thinking -> • I understand my business but how will I manage all the moving components and business goals simultaneously and reduce the cost of running my enterprise applications • My last business transformation did not work and I don’t want that ever again • My enterprise is left high and dry by my vendor as they controlled the development environment, resource attrition and project over budget and schedule • I need a expert focus on transformation program that I know will deliver the complete program successfully end to end I focus on advising / delivering the program end to end successfully with proper closure of the project with due transfer of all IP’s, source code, deliverable and other aspects of project from vendors, contractors, and freelancers. Key past clients managed– - Large financial institutions in Boston, SFO, USA - Large media client in LA, NY, USA - Large Insurance client in Bromley, UK - Large patent office in Netherlands - Large pension house, India - Ecommerce clients in Germany, Switzerland and Asia Pacific - Startups Working with me, you will • Stop struggling with the Transformation initiative • Understand the reason for the past unsuccessful transformation attempts • Will get the MSA / SOW/ and other contract documents created for the program • Assist in defining the goals for the transformation and create the key success factor • Define customize strategy for implementing program performance, evaluation, goal setting and program objective for successful outcome • Increase program efficiency by cultivating successful internal organization relationships Not every business is my client. Some signs I might not be a good fit We are not open for change and we will get back to you once we decide next steps Just want to discuss what transformation looks like. Do not want to experiment technology Compassion is not a core value – I love working with people who are compassionate and give respect to others I have the 360-degree view from every role perspective in the organization. I know what it takes to implement a transformation program that you feel confident implementing it. My project statistics 1. Long term client, implementing a complex SAAS product using Artificial Intelligence 2. Short term client with 5 Star rating for implementing the program governance 3. Large pension client with excellent feedback for 3 million pensioners program About Me Integrity is my utmost priority. I come from a technology background and extensive experience in managing large global projects and teams. What I look in a new client:  Open mind and aptitude for looking at big picture  Open for new ideas and focus on improving the performance.  Put integrity and authenticity on priority and value relationship  Understand the transformation scope and wants the best Does it sound a fit to you? Next steps-  Watch the videos in my Upwork profile and work samples in the portfolio  Send me a message for submitting the proposal with job description  You can also send me the direct contract and we can discuss the job over a meeting  Write me a note what you expect from me Stakeholder Management 🔑 Artificial Intelligence, AI consultant, Generative AI, Management Consultant, Business Strategy, Business Development, Management, Stakeholder management, Strategic Planning, Start-ups, Business Management, Operation Management, Product & Budget Management, Quality Control, Process, Project Proposal, Proposal, Research Proposal, Request for Information, Request for Quote, Prepare Detailed Project Report, Request for Proposal (RFP) Creation, Proposal Reviews, Vendor Short listing, Vendor Selection, Research Strategy, Research Document, Product Research, Industry Research, Competition Research, Business Research, Qualitative Research
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    Request for Proposal
    Request for Quotation
    Proposal Writing
    Bidding
    Business Analysis
    Product Roadmap
    Business Transformation
    Critical Thinking Skills
    Project Budget
    Project Risk Management
    Dev & IT Project Management
    Program Management
    Agile Project Management
    Project Plans
    Digital Project Management
  • $75 hourly
    I began my career as the Chief Administrative Officer for a company focused on Biological-Counter Terrorism, creating training seminars for the United Nations, programs, workshops, and spent time on marketing, tradeshows, investor relations and business development. Later progressing to project management, process improvement, change management, and legal administration, I shifted my focus specifically to government contracting. I also consult FOR and TO the government (federal, state and quasi-government agencies), and have acted as a SME on DFAR and FAR for the US ARMY and US Air Force on procurement training. I currently advise multiple companies on government contracting, including finding qualified opportunities, creating capability statements, bid proposal templates, create and edit rfp responses and ensure all clients responses meet the opportunity's requirements and certifications. I also currently act as Chief of Research for multiple companies, a Government Business Development and Contract Specialist, and have provided change management for the IRS, Health and Human Services and for public companies such as LinkedIn, and Deloitte. Other government contracting includes work with MassDoT, MBTA, and Massport in software, transportation, process analysis and improvement as well as project management. Services Include: Government Contracting Business Development Management Consulting Project Management Change Management Process Improvement Research & Writing Business Plans Partnership Agreements Company Analysis Competitor Analysis Lean Six Sigma ADKAR Notable Projects: • Business Process Improvement: Tier 1 airport: Worked as part of a prime management consulting team on aviation security, data, and software projects. • MBTA & MassDOT: Created a Project Management Training Program with UMass Boston for the MBTA in Boston and the Massachusetts Department of Transportation. • LinkedIn: Communication Plan for Workforce Management, New User Experience and Implementation Project for new software, including Business Process and Change Management. • Health and Human Services: Stakeholder Engagement and Corporate Governance Structure • IRS: Human Capital Office, Strategic Engagement and Communications Plan • Counter-Terrorism Training Seminars for the United Nations, coordinated with the Metropolitan Police, UK. • Washington DC: Research project on CMS Medicaid and State Medicaid in ALR’s Past clients include: IRS HHS CMS National Academy of Sciences, Engineering, and Medicine: Transportation Research Board Toyota Mass Department of Transportation Massachusetts Bay Transportation Agency Massachusetts Port Authority Washington, D.C New York University Deloitte Perdue Acoustics Travelmax Global Wachsfield Technologies New England Healthcare Billing Spartan Armor IMG Services MSYS Technologies UX Reactor Veritas Management Consulting KPMG Pfizer Novartis Phillips Frenova Renal Research (Fresenius) Real estate, Intellectual property, contract, telemedicine, and estate Law Firms (various)
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    Microsoft PowerPoint
    Grant Application
    Microsoft Excel
    Event Management
    Business Cases
    Grant Research & Prospect List
    Training Materials
    Project Management Professional
    Instructional Design
    Project Insight
    Grant Writing
    Request for Proposal
    Online Research
    Business Writing
    Training Presentation
  • $40 hourly
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
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    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • $50 hourly
    ✅ Rising Talent, ⭐⭐⭐⭐⭐ Rating, 100% Satisfaction! Long Term perspective: $90K in earnings from a single client. ✅ 20 years experience Expert & Certified Project Manager(PMP), Cloud Architect, DBA ✅ Worked for Big 4 KPMG Consulting in Silicon Valley, US Fortune 500 Barclays & ABN AMRO, World Bank ✅ Customer-focused, Trusted advisor, Collaborative, Self-motivated, Flexible, Value for money. ✅ Flex time US ET, UK Hi there, Welcome and thank you for your interest in my profile! Your Problem / Job to be Done ======================== Would you like to work with someone who • Gets energy from bringing order to chaos, solving problems before they emerge and staying focused when the heat is on? • Enjoys working on habit-forming products that help people live better lives? • Loves building, scaling applications, and engineering teams? • Is passionate about bringing together humans, technology, data, and best practices to help people solve problems and organizations thrive? • Is an "All in one" technology and management expert able to launch or enhance your idea or solution? If your response is 'YES' then look no further! I bring a rich combination of experience, knowledge, expertise, and a positive attitude to tackle all sorts of challenges you face. About Me ======= I am a versatile CTO, Product and Project Manager with the drive and skill set to excel in a fast-paced setting like start-ups, high-growth companies. I am a cloud architect with full-stack AWS and MERN development, DevOps, and Sysadmin skills. I possess deep learning skills in computer vision, NLP, and ASR. ► My Achievements Over the past 20 years, I have enhanced the ability of industry leaders to capture profitable markets through world-class solution delivery. ► Value I Offer To meet your goals, I will do, ✓ Digital Transformation and IT Management (4 years) • Achieve organization goals by aligning technology strategy to business. • Conduct business analysis, evaluate tech solutions, manage suppliers, change, and services. ✓ Product and Project Management (9 years) • Perform design thinking with personas, positioning statements, user stories, prototyping, UX design, and agile development. • Build Enterprise/Tech PMOs, manage projects, stakeholders, risks, performance, and talent. ✓ Software Development and Architecture (7 years) • Spearhead distributed engineering teams, design and build scalable web, mobile app, and ERP solutions. • Build a quality offshore team in a short time to meet your needs. ✓ Data Management and Analytics(5 years) • Enable data-driven decisions with data governance, security, database admin, data center, BCP, data integration, modeling, analytics/BI, and visualization. ► My Tech Skills: • Type/JavaScript, HTML/CSS, React, Node.js, Python • Oracle RDBMS, PostgreSQL, Power BI, Linux • AWS CDK, Lambda, DynamoDB & Oracle Cloud • JIRA, TOGAF, SOA, Git, CI/CD Our Synergy ========== Let's ✓ Get your projects on track ✓ Create products that users find delightful ✓ Drive growth, and reduce costs by implementing best practices, and leveraging technology ✓ Build scalable, secured, reliable, efficient, cost-optimized tech solutions that enable data-driven decisions. I am looking forward to working with you soon🙂.Thanks, Waseem
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    Project Management
    Digital Transformation
    Oracle Database
    Design Thinking
    Agile Software Development
    Amazon Web Services
    Scrum
    Business Analysis
    React
    Data Management
    Mobile App Development
    IT Management
    Database Management
    Product Management
    Machine Learning
  • $12 hourly
    I am a self-driven professional who aims at excellence in everything that I do. I am very proud to point out the following skills that I have acquired over 20years of work experience: - Excellent in training and coaching team members therefore increasing team morale - Excellent in collaboration to get things going and done accurately and on time. - Creative when it comes to finding ways on how to improve operations and overall efficiency (this what the owner of MacMayer Printers, my boss, said to me during assessment) - Excellent at planning new projects and making sure that whatever plan is approved, will be the actual outcome. I have highlighted my experience in MacMayer Printers as it was where I was able to show my real potential. The company started out as just a small trading company but my boss decided that she wanted to enter the printing industry because of its earning potential. So, she just brought me with her to a supplier of offset printing machines and bought one. We didn't know anything about printing. She just gave me a month to get the machine running in good condition and start the printing business. After a month, with a lot of self-study on the industry, market and process, the printing business started. A year after, I was able to add 1 more 6-color offset printer since the business was already picking up. Jollibee, Petronas, Waterfront Hotel, Xlibris were some of our clients, to name a few. After 3 years, we branched out to Mindanao. When it came to high quality printing, it was MacMayer that clients went to. It was a one-woman show at first, from conception, printing production to sales. After 1 year, since I could no longer handle everything on my own, we already made a proper organizational structure. I don't give up easily, don't take no for an answer, and I always encourage people to try everything they could before they say, something is impossible to do.
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    Critical Thinking Skills
    Research & Strategy
    Project Risk Management
    Time Management
    Leadership Skills
    Team Alignment
    Team Management
    Project Plans
  • $120 hourly
    Top 1%, Top Rated and EXPERT VETTED Project Manager on Upwork - I have over 15 years of experience in Leading Teams and Projects in a variety of industries and on a plethora of platforms. I am a certified Project Management Professional (PMP) and Agile Certified Practitioner (PMI-ACP) with extensive experience in Business Operations and efficiencies. As one of the highest ranked Project Managers on Upwork, I provide quality 5 star service with every project. I consult and specialize in project development and execution to resolve your frustrations in your daily operations. We can join together and lead your business into growth, save money, and create an enjoyable workplace. Skills and actionable tasks: - Operational management (analysis, review, growth) - Business Planning (development & plans) - Project Risk Analysis (review & reduction plans/projects) - Capital Projects (development & implementation) - SOP + processes (development & implementation) - OSHA, DOT, CDL, AS, ISO knowledge - Microsoft Office - Word, Excel, Publisher, Project, etc. - Excellent customer service skills (ability to train, use, and audit) - Experienced Service Quality Assurance auditor - Super Users in Asana, Slack, MS Project, Trello, Monday.com, and Basecamp. I look forward to connecting with you and your company!
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    Logistics Management
    Efficiency Testing
    Team Alignment
    Hospitality & Tourism
    Project Management
    Business Cases
    Project Objectives
    Critical Thinking Skills
    Project Insight
    Project Risk Management
    Project Management Professional
    Project Delivery
    Risk Analysis
    Project Scheduling
  • $75 hourly
    I am a strategic advisor, coach and mentor for startups and SMEs. Bringing solid experience from both the corporate (worked at GE for 10 years in the UK) and startup (founded my first in 2011) worlds. I am currently a startup mentor at Surrey University. 🏆 Top Rated Plus on Upwork 💼 100+ Delivered Jobs 🕓 1,100 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score People hire me when they need help to validate an idea, design the overall strategy, and get an expert’s opinion on an issue or approach. I am not someone who just executes. I am someone who thinks out of the box, asks the right questions and shares my vast experience from both the corporate and startup worlds. I am specializing in: ✔business & technology strategy ✔fundraising strategy ✔mentoring and coaching founders ✔business plans ✔financial modelling ✔investor pitch & teasers ✔pitching simulations I can advise you end-to-end as I have been a 3x founder. The first startup failed, the second is generating a profit and the third is brewing. ABOUT ME For early-stage start-ups, I help founders to: 1. Get the basics right 2. Design lean and agile MVPs and processes 3. Prepare the investment material (e.g., business plan, financial modelling, investor pitches, etc.) 4. Design the "Go to" Market & Monetization Strategy 5. Connect them with the right people or companies (e.g., pilots, synergies, partnerships, etc.) For more mature start-ups I help with the following: 1. Pitching simulations 2. Creating or proofreading their business plans, financials and decks 3. Design, Execute and Run scaling-up strategies 4. Set up PMO capability 5. Funding support
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    Funding Needs Assessment
    Elevator Pitch
    Tech & IT
    Strategy
    Financial Modeling
    Investment Strategy
    Company Valuation
    Business Planning & Strategy
    Startup Consulting
    Private Equity
    Investment Preparation
    Startup Company
    Crowdfunding
    Business Plan
  • $30 hourly
    HUBSPOT CERTIFICATIONS COMPLETED - Hubspot Inbound Certified - Hubspot Marketing Hub Software Certified - HubSpot Sales Software HUBSPOT SALES SOFTWARE CERTIFIED - Admin work, booking meetings, scheduling emails, and follow-up tasks, - Build workflows for Automation sequences - Build marketing campaigns and reports. - Forecasting and pipeline management - Using filters to create clones IT, Cybersecurity Google IT Support Professional Certificate (completed March 2024) Google Cybersecurity Professional Certificate (In Progress; started on March 2024) APOLLO.IO DIGITAL MARKETING AUTOMATION SPECIALIST - Proficient in CRM management using Apollo.io, including lead tracking and data-driven outreach. - Experienced in lead generation and prospecting with Apollo.io, focusing on targeted campaigns. - Skilled in using CRM data analytics for developing effective sales strategies to boost customer engagement and conversions. CERTIFIED E-COMMERCE PROFESSIONAL - Under Janette Toral's Certified E-Commerce Specialist, Entrepreneur, Professional Program - Obtained an e-Commerce Professional certification at the Asian Institute of E-Commerce in 2016 DIGITAL MARKETING PROFESIONAL I use a variety of tools for outreach and prospecting work: - Apollo.io, Apollo CRM - Zapier - LinkedIn Sales Navigator - ChatGPT - Bard Conversational AI RECRUITER, LEAD GENERATION SPECIALIST - Assist companies in identifying and connecting with qualified candidates for job openings. - Utilize LinkedIn Sales Navigator to do lead generation, and fulfill recruitment work for the company PROJECT MANAGEMENT As a project manager, I can: - manage activity and effectively do resource planning - manage a team's time effectively - organize and manage a virtual team - analyze and manage project risk - monitor tasks progress - manage reports and necessary documentation SYSTEM ADMINISTRATOR / SYSTEM ADMINISTRATION - In charge of the company's intranet security protection - create usernames, passwords, maintain access security - review security alerts daily - monitor server security GOOGLE WORKSPACE ENTERPRISE (GOOGLE SUITE) SPECIALIST - Google Suite / Google Admin Administrator - Creation and administration of user accounts - Google Workspace (Google Suite) security audit - Security alert monitoring and resolution MULTILINGUAL - English (Fluent) - Spanish (B2 Level CEFR) - French (A1 Level CEFR) - German (A1 Level CEFR) - Filipino/Tagalog (Native) - Kapampangan / Pampango (Native)
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    Information Technology
    Automation
    LinkedIn Recruiting
    Staff Recruitment & Management
    Digital Marketing Management
    Digital Marketing
    System Administration
    Internet Recruiting
    Spanish
    LinkedIn Sales Navigator
    Google Workspace Administration
    CRM Software
    HubSpot
    Apollo.io
    Amazon Web Services
  • $75 hourly
    Hi, I have 25 (+) years of experience working as a Corporate CFO / CXO for fortune 500 as well as Start-ups & SME’s in India, Middle - east & Asia pacific. Some of my specialities are: • Building up Start-ups, new ventures & SME’s to the next level. • Fund Raising – Have raised more than "US$ 1 Billion". • Maximization of shareholders wealth. • Strategic Planning & Effective execution. • Business Turn-arounds. • Restructuring & Revamping of existing business Models. • Business Process Reviews. • Joint Ventures/ Mergers & Acquisitions. • Planned Exits. Some of my Value added achievements are as follows: ✅As an Entrepreneur :- Founded a Start-up in Media space, raised pure equity of US$ 3 million, built-up a revenue of US$ 8 Million & exited at a Valuation of US$ 21 Million giving the shareholders a return of 7X in a period of appx. 3 years. ✅ As Group CFO: - Set-up a Start-up for building 1000 air-conditioned bus shelters, on DBOT Basis. Raised US$ 37 Million Valuing the Start-up @ US$ 150 Million. ✅ As Chief of Projects: - Set-up an online Start-up, a network of 800 intelligent POS terminals, aranged Start-up funding of US$ 40 Million. ✅ As Business Head & CFO: - Completed strategic acquisitions of 36 large & small units, to build up an asset base & an exponential increase in potential visible Income, justifying an increase in Valuation from US$ 40 Million to US$ 350 Million in a span of two years, & raised US$ 65 Million in fresh equity. ✅ As Business Head &CFO : - Restructured a running business to fight off one of the worst Economic crisis (2008) & brought it to a (+Ve) EBIDTA of app. 25% (up from (-Ve). ✅ As Group CFO of a Company in 3D CGI Animation :- Created a film fund of US$ 100 Mill, transferred existing funding obligations (US$ 30 Mill) & features under production in a SPV, new Investors contributed US$ 30 million, senior lending from Bank of US$ 40 million, creating a Co-production & Co-financed pipeline of US$ 200 mill for the Company. ✅ As Head-Commercial:- Restructured & Revived a manufacturing Unit, re-engineered the product, cut cash burn, reduced NWC Cycle by 3.5 Months, re-negotiated debts of US$30 Million leading to 60% haircuts by Banks & FI’s, improved margins by 18%. ✅ As CFO:- Restructured a Business Vertical (as a Tax planning strategy) by transplanting the business in UAE & Hong Kong, Implementing outsourcing model for logistics & Banking, arranged working capital facilities of US$ 3 Million & Export Credit Insurance. ✅ As Head Corporate Finance: - ’’REBRANDED” & “REPOSITIONED A PRODUCT” creating a niche demand, designed Innovative structured financial transaction, helping sale of products under lease & hire purchase & raising net Cash inflow by 20% for each Sale transaction. I have a passion for Start-ups, new ventures & small businesses and enjoy helping them succeed. I enjoy building-up things from Grounds - up. I like Challenging assignments which need a Strategic input and direction. I have spent most of my career pitching and being pitched to, & and not only for funding but leading & concluding various corporate transactions e.g. business partnership, JV’s, planned exits, technical collaborations, mergers, acquisitions & buy-outs, marketing tie-ups, Investors, analyst & fund managers meets, Road Shows for Private as well as public placements etc. My success rate for taking –up Challenging assignments & completing them successfully is almost 100%. Please get in touch for some exiting and bespoke work on your pitch documents, business plans, corporate write-ups, with the help of which you can confidently pitch and get the undivided attention of prospective Investors & Stakeholders. We believe in providing solutions to business problems, which are practical and effective, and we help implementing those solutions too. My Charges vary depending on the complexities & the nature of the job involved, since i have just started out on Online freelancing, feel free to contact me. We look forward to help you. Thanks
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    Business Consulting
    Business Cases
    Financial Report
    Venture Capital Consulting
    Management Consulting
    Startup Consulting
    Due Diligence
    Investment Banking
    Financial Projection
    Content Writing
    Company Valuation
  • $80 hourly
    I will manage your projects on time and on budget. 3+ years of experience in leading Web development, App development, SEO projects, and customer success. High ability to problem-solving. Certificated Graphic designer/Video editor/Web designer. Master's degree in English/Russian/Ukrainian translation and pedagogy.
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    Leadership Skills
    Research & Strategy
    Project Scheduling
    Project Management
    Customer Support
    WordPress
    Video Editing
    Photo Editing
    Graphic Design
    Translation
    Web Design
  • $50 hourly
    Since 2012, I have spearheaded transformative success for Forbes 500 companies as an Executive Project & Program Manager. My forte lies in strategically optimizing businesses, driving perpetual improvements, expanding operations, and fortifying teams for stellar project delivery. In the realm of Executive Business Consulting & Optimization, I deliver an expansive array of services to a varied clientele. My offerings bridge business strategy, process enhancement, and organizational innovation with change management. My mission: to amplify performance, reduce overheads, and maximize operational efficiency. My prowess in IT/software project execution is broad and deep, covering CRM, ERP, TMS, and SAP/Oracle systems to advanced Blockchain project management. My leadership in executing projects adhering to the highest standards (ISO 9001:2015, ISO 50001:2018, ISO 14001:2015) is proven by consistently driving revenue growth. Certified as an Agile/Scrum Master and a Lean Six Sigma Executive with a Master Black Belt, I excel in sophisticated strategy execution, precise ROI analysis, and meticulous project supervision. I have orchestrated over €150 million in cost savings for clients worldwide, championing remote team management and innovative strategy implementation. My commitment is unwavering, whether for short-term projects or long-term engagements. Elevating your business through refined strategies and best practices is my foremost goal. Together, we will achieve operational brilliance. Thank you for engaging with my profile!
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    Business Process Management
    Cost Management
    ISO 9001
    Project Management Professional
    Project Risk Management
    Project Management Office
    Strategic Plan
    Blockchain
    Time Management
    Startup Company
    Project Management
    Agile Project Management
    Project Timelines
    Project Plans
  • $150 hourly
    I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain
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    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Business Modeling
    Process Improvement
    Product Design
    Product Management
  • $25 hourly
    I have more than 10 years of experience in Finance (banking related). I've done and achieved two degres, CPA and BBA and two masters: MBA and Master in Projects Evaluations. As a professional I'm currently working as a Head of Credit Risk Management in a national investment bank in Argentina. My areas of expertise covers: finnacial planing, financial decision making, forecasting, investments projects evaluations, credit risks analysis, balance sheet analysis, datailed analytical support, scorecards, dashborads, asset valuation, asset risk, credit and asset portfolio analysis. I can offer an extensively financial perspective in order to contribute clients to reach their goals. If you have any doubts do not hesitate on ask.
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    Big Data
    Modeling
    SQL
    Python
    Credit Scoring
    Project Finance
    Balance Sheet
    Financial Reporting
    Financial Management
    Business Consulting
    Project Risk Management
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $64 hourly
    Economist by the Universidad del Pacífico with an MBA by the University of British Columbia, Canada. FRM Earned the Financial Risk Manager Designation. CFA Level II candidate. Experienced in risk management strategic consulting, investment banking, corporate banking and personal banking. Part Time Finance Professor for the Capital Markets course and CFA Workshop at Universidad del Pacífico and Universidad Peruana de Ciencias Aplicadas.
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    Financial Risk
    Market Research
    Business Consulting
    Investment Research
    Financial Analysis
    Marketing Strategy
    Management Consulting
    Financial Modeling
    Investment Banking
    Corporate Strategy
  • $90 hourly
    15 years as business consultant - emerging technologies and organizational development 12 years focus on the SaaS business model worked in Germany, Italy, Austria, Switzerland, Iceland and Israel English / German / Italian
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    Financial Modeling
    Business Proposal Writing
    Social Media Marketing
    SaaS
    Business Development
    Business Plan
    Business Analysis
  • $20 hourly
    My goal is to help you save time in managing your financials so you can focus on doing amazing things in your precious time. Your time saved can be used in generating more 💰 revenue for your business or spending 🕘 time with your loved ones. Let's partner up and make strategic decisions for your business by having a clear grasp of your financials. We can scale-up by working together on the following: ☆ Manage and improve your cashflow ☆ Create and review your budget ☆ Remove unnecessary cost ☆ Optimize your inventory ☆ Manage your accounts payable and accounts receivable ☆ Generate financial reports ☆ Understand your numbers and their impact on your business ☆ Forecast and create a strategy to scale your business I want to add value to your business and help you reach its full potential! Let's talk about goals!
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    Financial Accounting
    Xero
    Alteryx, Inc.
    Business Valuation
    Business Modeling
    PeopleSoft
    Tableau
    Oracle Hyperion Planning
    SQL
    Financial Analysis
    Financial Reporting
    Bookkeeping
    Microsoft Office
    Intuit QuickBooks
    SAP
  • $195 hourly
    Background in accounting/financial and business operations with small- and middle-market companies ($10-$250MM in revenue), start-ups, corporate finance, investment banking and mergers & acquisitions. CFO & Business Advisory Focus is predisposed to designing lean and efficient business operations, preparing for growth, providing management information tools that enhance business decision making and creating strong work environments that promote productivity and low employee turnover. Projects and initiatives have resulted in solutions such as: Developed a modeling solution for the commission plan of a company that calculated “by invoice” and billed 500-800 invoices weekly … reduced calculation time from 32-man hours to 30-45 minutes Developed another modeling solution that provided weekly company and office operating results, performance analytics and trending analysis. Company went from using monthly P&Ls to using this Weekly Management Report as its primary decision support tool. Prep time for the report = 15 minutes after weekly payroll and billing were complete Created a resource planning and allocation tool for a lawn equipment manufacturer that could do both short-term and long-term planning with requirements for ten (10) unique manufacturing processes, workflow designs, time allocations, employee skills and provide the company with insight into asset utilization and supplemental workforce requirements when necessary Financial Modeling Specialties include financial projections, business analytics, management reporting, cash management & treasury tools, and budget & forecast models While ongoing management and updating of models is available on a contract basis, models can also be designed for “create-and-release” for lesser experienced users with: logical, “easy to troubleshoot” model architecture designs “point-and-click” functionality for easy user interface and minimal keystrokes multi-variable control board for scenario and sensitivity analysis raw data “bullpens” with “scrubbing” tools to prep data and minimize “#VALUE!”, “#NUM!”, et al. errors Custom, “pivot-table” like reporting functionality with strong emphasis on effective presentation KPI and results dashboards with drill-down reporting Models can range from easy-to-use, “drop, click-and-print” analytics to weekly/monthly management tools & reports to detailed, multi-year, full-set financial statements/projections and anything in-between Mergers & Acquisitions Among the career 300+ corporate transactions are 36 acquisitions closed for total consideration of approximately $1.2 billion and evaluation of over 100 other potential acquisitions. Led a $380 million acquisition of a software company in 2000, managing the due diligence team, leading the financial analysis and negotiating the deal terms and employment agreements in 13 days from the LOI. Led and closed 8 deals between $50-100 million and 28 deals in the $5-50 million range. I've handled all aspects of M&A transactions, from: sourcing new opportunities, developing, negotiating and economically evaluating deal structures, strategizing on capital structure development (cap tables) sourcing and developing capital and debt financing sources and relationships drafting and negotiating Letters of Intent, performing due diligence, including all financial and operational analyses, drafting Asset Purchase, Stock Purchase and Employment Agreements, and managing the Closing
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    Financial Modeling
    Business Analysis
    Management Accounting
    Corporate Finance
    Mergers & Acquisitions
    Financial Accounting
    Microsoft Excel
  • $15 hourly
    With over 9 years of project management experience in multi-cultural teams worldwide, I specialize in managing diverse projects across various industries. My expertise spans managing IoT projects, AI projects, security systems, healthcare, and e-commerce ventures. Areas of Expertise: ⚙️ Micro Services Development ⚙️ SDK and API Development ⚙️ Web Services Development ⚙️ Mobile Application Development
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    Time Management
    Project Management
    Waterfall
    Systems Development Life Cycle
    Team Building
    Project Accounting
    Agile Project Management
    Budget Management
  • $25 hourly
    Hello and welcome! I'm a Chartered Accountant from the Institute of Chartered Accountants of Pakistan (ICAP) and a Top Rated Plus freelancer on Upwork with a passion for helping businesses grow and succeed. My expertise lies in financial modeling, business plans, and pitch decks, where I leverage my skills and experience to help clients achieve their goals. With over five years of experience in the finance industry, I have a proven track record of delivering high-quality work that has helped my clients to raise more than $8M+ through VCs and Angel Investors. Whether you're a startup looking for guidance on financial strategy or an established business in need of a comprehensive business plan, I have the skills and expertise to help you achieve your goals. When you work with me, you can expect clear communication, timely delivery, and a commitment to excellence. I pride myself on providing exceptional service and going above and beyond to ensure that my clients are satisfied with the results. Thank you for considering my services, and I look forward to the opportunity to work with you and help you achieve your business objectives. I specialize in the following: -Bookkeeping -Business Plans & Pitch Decks -Financial Modelling -Financial Statement (IFRS) -Financial Forecast & Projections -Business Valuation using various techniques (i.e. DCF, NAV, Revenue Multiple, EBITDA Multiple, IRR) -Virtual CFO or Finance Manager
    vsuc_fltilesrefresh_TrophyIcon Business case
    Microsoft Excel
    Google Sheets
    Financial Model
    Business Plan Writing
    Pitch Deck
    Business Plan
    Financial Report
    Financial Modeling
    Financial Planning
    Financial Projection
    Company Valuation
    Balance Sheet
    Management Accounting
    Accounting Principles & Practices
    Financial Analysis
  • $85 hourly
    A seasoned project manager, Rachael keeps the workflow progressing as companies scale, implement new initiatives or simply need additional bandwidth. Experience includes e-commerce, sports event management, website design and development, D2C marketing and operations, real estate, fintech, adtech, interior design operations, and company rebrands. Other experience includes virtual conference management, event planning and execution, copyediting, recruiting, establishing SOPs and workflows. Rachael's 15+ years in marketing roles combined with 10+ years of project management experience often results in her serving as a bridge between departments and teams. Her familiarity with many different project management tools and styles is well received by clients who have specific requirements or need recommendations on what the right approach is for their business. A lifelong learner approach to life she is always up for learning a new tool or approach and keeps current by enrolling in ongoing courses and certifications. **Short sprints available** - Many times clients need to first assess what their project management needs are before committing to an ongoing partnership. I'm happy to do a quick two week audit sprint to assess your needs and give you better insight on your day-to-day needs.
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    Marketing Management
    Business Services
    Project Management
    Office Administration
    Event Planning
    Business Operations
  • $50 hourly
    With over six years of experience in Operational Project Management, product/content strategy, and numerous personal and business projects. I have the creativity and professional expertise that can help your business succeed in driving sales and brilliantly increasing customer/client engagement. If you want to increase revenue and make your business reach phenomenal heights, let me help you. Experienced in: ✔️ Project Management ✔️ Operation Management ✔️ CRM Systems ✔️ Human Resources ✔️ Team Management ✔️ Financial Products ✔️ Social Media Marketing
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    Business Management
    Human Resources Strategy
    Customer Service
    Product Management
    Administrative Support
    Marketing Operations & Workflow
    Management Skills
    Project Management
    Customer Relationship Management
    Team Management
    Microsoft Office
    Project Plans
  • $35 hourly
    I'm an experienced Project Manager with 11 years of expertise. I have a strong background in managing projects, including 7 years in mobile app, website, and platform development, and 4 years in banking software as a Business Analyst and Product Manager. I'm proficient at using project management tools like Jira, Trello, Asana, ClickUp, Airtable, GitLab, Confluence, Miro, draw.io, Lucid, EasyRetro, Loom, Ditto, Sketch, Invision, Figma, Photoshop, and Adobe XD. Additionally, I work with HTML, CSS, JavaScript, and SQL, and I have experience in WordPress, Elementor, and terminal/console operations. I prioritize effective communication, fluent in English, and respond to clients within 12 hours. I'm available for 20 hours per week and use communication tools like Hangout, Skype, Slack, Zoom, Google Meet, and Whereby. Check out my product application, tripexbud.com. I'm committed to delivering high-quality work and ensuring a smooth project experience. Let's collaborate and achieve your project goals together!
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    Scrum
    Decision Making
    Time Management
    Mobile UI Design
    Project Management
    Agile Project Management
    Business Analysis
    UX Research
    Adobe Photoshop
    Web Design
    InVision
    Sketch
    Wireframing
  • $25 hourly
    Accomplished Project Manager offering 7 years of experience in IT Industry. Successful when leading high-performing teams to sustain product vision, roadmap, and business goals. Exceptional technical expertise, leadership, and talent for driving stellar, on-target results. Well-versed in building positive relationships with customers and other stakeholders. Strong requirements gathering, scope development, and inventory coordination abilities. I am skilled at overseeing complex, high-value technical projects with excellent planning competencies. I have excellent skills in web development and programming with hands-on experience with MERN Stack.
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    Project Proposal
    Systems Engineering
    Process Improvement
    Project Scheduling
    Project Management
    Project Management Professional
    JavaScript
    Project Risk Management
    Data Analysis
    Technical Project Management
    Agile Project Management
    Budget Management
    Project Plans
  • $100 hourly
    I have enjoyed building financial models for nearly 20 years, and I would love to help your organization crystallize its financial future. I specialize in “turning the story into numbers” and build custom Excel and Google models that input variables specific to your organization and automatically return universally accepted financial statements and cash plans. My process aims to quickly learn your needs, stay highly communicative throughout the build, very clearly convey what finished product you will receive, and remain available for free questions/answers and model tweaks after delivery. My models have been used by a very wide range of organizations and purposes, and the quality of my work is evidenced by how frequently I establish long term relationships with partners. Below is just a small sampling of repeat consultant or employment partnerships: •Alaskan restaurant franchise using my financial models to target nationwide expansion (CFO consultancy) •CEO of a $10b company using my financial models to identify disaster recovery risk •Kenyan bamboo startup using my financial models to secure international grants •$3m Washington, DC tech startup using my financial models to establish financial foundation (CFO consultancy) •California student housing platform using my financial models to secure advanced funding rounds If your organization has an operational vision, but needs help translating that into an actionable financial plan, let’s talk. I look forward to solving your modeling needs. Jeff
    vsuc_fltilesrefresh_TrophyIcon Business case
    Financial Modeling
    Financial Analysis
    Financial Management
    Business Cases
    Financial Accounting
    Presentations
    Microsoft Excel
    Cost Analysis
  • $150 hourly
    Hands on Startup and SMB experience to share. Help in getting your company off the ground or scaling your business to new levels. I can do a onetime project or an ongoing support function. Nothing it too small or too large to tackle. I focus on your needs and your business. I enjoy being part of your success. I have a strong accounting and finance background initially with major corporations and most recently with small or startup companies. My experience as CEO/COO/CFO has been in building complete financial and business plans and presentations including pitch decks using Excel and other tools that become part of a total package. I currently work with startups and small to medium size companies on a fractional basis assisting them with their business planning and their day to day accounting and business needs. I can quickly understand any business model, pull together available information, and identify missing items to grow a business. I work to understand the operations side of a business which makes my plans very functional and real-life more than just data entry. Tying together the Balance Sheet, Profit and Loss Statement and Cash Flow Statement presents a total picture. My education includes a BSBA in Business with an Accounting Major and an MBA in Management and International Business. Examples of my role: Fractional COO -Business operations -Supply chain development -Organizational structure -Budgeting and forecasting Fractional CFO -Manage your accounting -Prepare business plans -Cash management -Budgeting and forecasting Financial Consulting -Business plans -Product pricing -Strategic planning -Capital investment analysis Startup Consulting -Pitch deck support -Financial forecasts -Business modeling -Fund raising assistance Business Coach -Your personal Sounding Board -Business plan reviews -Growth strategies -Team building I work hourly, by the project or on a monthly retainer basis.
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    Accounting Principles & Practices
    Startup Consulting
    Workday Adaptive Planning
    Business Planning & Strategy
    Corporate Finance
    Business Consulting
    Organizational Design & Effectiveness
    Financial Analysis
    Operational Plan
    Budget Management
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How to Hire Top Business Case Specialists

BUSINESS CASE SPECIALISTS

What is a business case? 

A business case is the justification behind a proposed project or business investment. While business cases are usually documented in writing, they can also be delivered as presentations or verbal agreements.

Here’s a quick overview of the skills you should look for in business case professionals:

  • Business case
  • Business writing
  • Financial presentation

Why do you want to hire business case specialists?

The trick to finding top business case specialists is to identify your needs. Is your goal to present a business case to your executive team for adding a new line of accessories to your clothing brand? Or do you need a written document capturing the business case behind an R&D project? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.

HOW TO HIRE BUSINESS CASE SPECIALISTS

Whether it’s to convince management to invest in a new technology or to create a formal business case as part of a government grant application, business case specialists are here to help.

So how do you hire business case specialists? What follows are some tips for finding top business case specialists on Upwork.

How to shortlist business case professionals

As you’re browsing available business case consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want a business case specialist who understands your industry so they can craft a convincing argument for your business case.
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., creating charts in Excel and importing them into PowerPoint).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular business case specialist.

How to write an effective business case job post

With a clear picture of your ideal business case specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

An effective business case job post should include:

  • Scope of work: From presentations to written business cases, list all the deliverables you’ll need.
  • Project length: Your job post should indicate whether this is a smaller or larger project.
  • Background: If you prefer experience with certain industries or presentation tools, mention this here.
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to create convincing business cases? Log in and post your business case job on Upwork today.

FAQS FOR HIRING BUSINESS CASE SPECIALISTS

How much does it cost to hire a business case specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced business case specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their business case services more competitively.

Which one is right for you will depend on the specifics of your project.

How long should you contract a business case specialist to complete your project?

As difficult as it is to estimate how long it takes to prepare a business case, budgeting time is very important to keeping your project on track.

Be prepared to budget more time for more-demanding business case projects. For example, writing a business case to convince purchasing to buy a new printer for the office will typically take less time than preparing a business case presentation for launching a new line of products.

What are the steps involved to hire business case specialists?

Here’s how to hire business case consultants in four simple steps:

  1. Identify your project needs, whether it’s creating presentations or writing business cases.
  2. Define the scope of work and write a detailed job post. Be specific about deliverables (e.g., preparing a business case for adding a new feature to a software product).
  3. Review proposals and shortlist potential business case specialists for unique skills needed to bring your project to life (e.g., grant writing).
  4. Interview business case talent to gauge whether they’re the right fit for your project.
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