I am a Certified Project Management Professional (PMP) with extensive experience in Business Operations and efficiencies. I specialize in developing and executing projects to resolve your frustrations in the operation.
Lets join forces and I'll organize your business!
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 knowledge
- Microsoft Office - Word, Excel, Publisher, Project, etc.
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...
Summary of Qualifications
• Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction.
• Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management,...
Solid program/project manager with a proven launch track record any delivery skills that have achieved measurable results
• 15+ years Healthcare IT Industry Experience
• 18 years of IT Software Development Experience and Project/Program Management
• Exceptional focus on business outcomes with detailed adherence to schedules and budgets
• Excellent Technical Writing Skills
• Industries include healthcare insurance, aerospace, data storage and telecommunications
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.
I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate and technology.
I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy,...
I am in charge of making it a reality without costing you an arm and a leg, by acting as a project manager and am enjoying it for almost half of the decade.
I excel at translating strategy into manageable pieces of work, monitor execution, anticipate and solve problems. I make sure we've got the right person in the right team, and everyone is doing the right thing at the right time.
Through a wide variety of methodologies from waterfall, sequential methods to highly dynamic and interactive agile hybrids, I can apply them and streamline workflows in the project's context.
My strong knowledge was mainly collected in...
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...
Since 2012, I have been helping companies in the top 500 Forbes with business optimization, achieving continuous improvements, scaling their businesses, and empowering their teams through my project implementation services. Welcome to my profile
With more than 10 years of experience in Executive Management, I have successfully implemented over 100 projects with a total revenue of 500€ million..
As a Senior Project & Program Manager for Business Consulting & Optimization, I provide consulting and optimization services to clients in the areas of business strategy, process improvement, organizational design, and change management. My services...
Highly diversified PMP Certified Project Manager with 15+ years of experience poised to contribute a unique blend of technical, project-management, and exemplary business analysis and online marketing skills. Committed to excellence by ensuring that projects support strategic mission and objectives within scope, budget, and schedule. *Federal Enhanced Security Clearance.
• Diligent project manager offering a proven record of success leading all phases of diverse technology projects; IT Infrastructure/Application, E-Commerce, Digital Marketing, SEO Web Design, PPC / AdWords Campaigns experience.
• Business strategist; plan and manage...
⭐ TOP RATED. RELIABLE. EFFICIENT. ORGANIZED. AGILE. 🏆
15+ years of experience working with multinational companies acquiring extensive business operations skills, service delivery, project management, client relationships and key account management. I offer a lot of experience, hard work, and passion leading to creative innovation and forward-thinking solutions.
✅ Web Design and Development (WordPress, Shopify, eCommerce, CMS/LMS, Quality Assurance and Client/Key Account Management)
✅ Digital Marketing (Marketing Funnels, Lead Generation, Advertising, Affiliates, Automated Campaigns and Ticket Offers)
✅ Business Operations (Business...
I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets.
• Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable.
• Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success.
• (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital.
✔ Microsoft Certified Power Bi Data Analyst
✔ Advanced Financial Modeller ( Expertise in Hospitality and Real Estate)
✔ Upwork Top Rated Plus Badge in less than 6 months
✔ ACCA - Chartered Accountant (75% completed)
✔ IFRS & Management Accounting Certification
I have more than 8 years experience in Finance, Accounting and Data Analysis (private equity & Startups).
*Area of Expertise*
I am using Power Bi and MS Excel in
-Data Analysis for decision making
-Financial Modelling (Budgeting and Forecasting)
-Financial Reporting (IFRS)
-Management Accounting (Cost techniques, Performance Measurement, Decision Making)
I have 16 years of experience in the tech sector, working with 200+ clients on different aspects of private market investing, such as financial modeling, valuation, and due diligence.
I work with VC-backed startups between pre-seed and Series B, bootstrapped startups, and investors in the tech sector. My clients are located in the US, UK, and EU.
Overall, I've supported transactions with an aggregated value of more than $1.4 billion.
Recent clients said:
"An invaluable asset to all startups! Lior supported us with all the necessary models, forecasts, and assumptions - making us look like financial pros in front of our investors :)"...
Business developer and Profit Coach. Google Sheets Wizard. Financial Advisor and Business Valuation Expert, with solid experience advising businesses of all kinds from all over the world. I have spent thousands of hours working on financial models and business plans for a vast array of industries. I finished my MBA in 2022.
If you need help to scale your business or take it to the next level, but you don’t have the time to make it happen, instead of trying to complete all the tasks by yourself, you can hire me as your business developer and I will solve what needs to be solved.
I can easily identify opportunities for improvement within...
12+ years of experience in software development. Combined experience in project management, product management, business analysis, and software engineering.
With more than 5+ years as a software engineer, an MBA, and 4+ years in client-facing roles, I understand effectively both the technical team and the business people.
EXPERIENCE WITH BOTH WATERFALL AND AGILE FRAMEWORKS
I have extensive experience not only with traditional waterfall approach but also with more dynamic, agile frameworks, mainly Scrum and Kanban, both pure and customized/merged.
EFFECTIVE DOCUMENTATION OF REQUIREMENTS/USER STORIES
Whether you work...
I love entrepreneurs and working in entrepreneurial environments.
I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding.
Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding.
My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited.
I hold an MBA in finance from Thunderbird...
With transparency and integrity, I partner with my clients to identify and mitigate the specific risks facing their organizations.
I have more than a decade of experience working in financial services, am a licensed CPA, and have a Masters degree in Accounting. Before becoming self-employed, I worked in Financial Risk Management consulting for +8 years, with +6 of those years spent at a “Big 4” firm. I began my career in public accounting, where I spent +2 years as an external auditor.
Subject matter and services in which I am well-versed are outlined as follows:
• Credit risk
• Compliance risk
• Liquidity risk...
Independent business strategy consultant with a strong focus on Market Research and Go-to-market Strategy Development.
Through advanced business acumen and a deep understanding of the digital economy, I've helped dozens of businesses grow and utilize their full potential.
By optimizing internal processes, developing offshore strategies, and managing both internal and distributed teams, I ensure that companies streamline their operations, reduce their costs and gain a strong competitive advantage.
I am actively consulting and advising early-stage startups to help them find the ideal product-market fit, improve the level of operational...
🎖️ No Code Systems Consultant Certified with ClickUp, Airtable, SmartSuite, Monday.com, Zapier. ☎️ Free 30 Minute Discovery Call
Hello! I'm Shannon 👋, and I lead a team of Project Managers, Operations Managers, Virtual Assistants, and Business Systems Experts at SMV Virtual Consulting. Our agency is a 🏆top-rated Upwork agency🏆, which means we are among the top 3% of all agencies.
We specialize in providing administrative support, system implementation, automation, process and procedure development, system training, email marketing, and graphic design services to business owners across various industries.
Before expanding our...
I am Ederico Guerreiro Rocha and I live in Portugal (UTC). I am a project manager, a solutions analyst and a senior fullstack engineer all in one, with a passion for creating highly scalable, cleanly structured and documented code leveraged by the best choices in infrastructure so your application is always optimized and cost effective.
I am very communicative and detail-oriented, love troubleshooting and find elegant fixes to complicated issues and I have lots of experience on what works and what doesn't.
- Business and Solution Analysis;
- Scalable / Serverless Application Structure;
- Project User...
Highly motivated finance professional with over 10 years of experience in accounting and financial reporting, which includes an extensive background in the following core competencies and expertise:
- Inventory & Cost Accounting
- Accounts Payable (Procure To Pay)
- Accounts Receivable (Order to Cash)
- Profit and Loss
- Revenue & COGS Recognition
- Financial Analytics & Reporting
- Forecasting & Budgeting
- Sales and Operations
- SOX Audit & Compliance
- Inventory | Purchasing
- Process Improvement & Documentation.
Proficient in the following software:
-MS Office (Excel, Word, Power...
Essay Writing guidance || Business Writer || Market Research Expert || Consumer Behavior and Culture Expert || Research Papers Expert || Marketing Expert || SEO Expert || Creative Writer || Economic Analysis || Politics and International Relations || Expert Resume and Cover Letter Writer || Editing and Proofreading Expert || Technical Writer || Blog Writer || HRM || Ghost Writer || Psychology & Philosophy Expert || Article Writer || Executive Reports Expert || Copy Writer ||
I am a teacher and freelancer who have 4 years of experience in freelancing. I offer reliable mentoring services in all fields like Business, English, Philosophy,...
#1 in earnings on Upwork worldwide for the term "instructional designer", #2 for "Storyline", and #4 for "ux/ui" ($500K+ and 10,000+ hours)! Currently have a provisional patent for integration of ChatGPT into learning management systems. Over the last 25 years, I have designed, developed, and project managed over 150 web and elearning projects for clients like Bank of America, Wachovia, American Express, and Chase, totalling over 750 hours of training.
Besides being a Senior instructional designer and UX/UI designer, I am also a software architect and business analyst who has designed and project-managed several DB-driven websites, and...
If you are an entrepreneur trying to raise funds or an investor seeking investment opportunities, my Forbes-featured financing and investment shop can help. Quick facts:
🏆 $750M+ Raised (Sequoia, Khosla...) for 300+ Startups (incl. UNICORNS) with 92%+ Funding Rate
🏆 Assisted 100+ Investors (Tier1, $10B+ AUM) with $900M+ NAV Deals in 18 Industries
🏆 Top 1% on Upwork Worldwide (Among Best 27 out of Millions) / Recognized by Forbes, Bloomberg...
🏆 8+ Years of VC and IB Experience / CFA & MBA / 100% Customer Satisfaction Score (CSAT)
The Benefits of My Services for Entrepreneurs:
🎯3x Raised Capital | 🎯2x Faster Round Closure | 🎯80%...
A seasoned Product Manager for web and mobile apps with a proven record of consistent successes.
✔️ Top 1% freelancer across selected project categories
✔️ Accredited "Expert-Vetted" community member
✔️ 5000+ billed hours and over 100+ completed projects - 100% 'Job Success' score
✔️ Certified "Top 1%" Product Manager
One of the top rated consultants on this platform, in 2019 he increased his product DAILY REVENUE from 725k to 1.25mil.
The most experienced Marketing Expert and Growth Hacker you've probably have ever met; able to grow your company out of nothing in just a few weeks!
Be sure to hire this freelancer today if you want to...
✅Nothing makes me more excited than my clients having a success story to be told!✅
🏆 Top Rated Upwork Financial Consultant
💼 170+ Delivered Jobs
🕓 1000 + Worked Hours
⭐ 5-Star Feedback (Mostly)
💯 100% Job Success Score
My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for.
I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship.
I have more than 7 years of experience in making Business Plans, Financial Plans, Researches,...
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