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4.8/5
based on 1,087 client reviews
  • $95 hourly
    • 5.0/5
    • (44 jobs)
    With 10+ years of experience in finance, investment advisory, corporate strategy, and M&A, I specialize in helping businesses secure funding, accelerate growth, and maximize value. Key Industries: Artificial Intelligence | SaaS | Media & Entertainment | Healthcare Tech | Industrials & Real Estate Who I Work With: Startups, small businesses, Venture Capital and Private Equity firms, Investment Managers, ex-NBA athletes, and industry leaders. Core Services: ๐Ÿ’ผ Investor-Ready Documents Pitch Decks, Business Plans, Executive Summaries, Investment Memorandums ๐Ÿ’ผ Financial Modeling & Analysis Pro Forma & GAAP-compliant Models, LBO Models, DCF/IRR/ROI Analysis, M&A Support ๐Ÿ–‹๏ธ Strategic Research & Insights Custom Market Research/Due Diligence, Competitive Intelligence, Business Content Writing Client Testimonials: โญโญโญโญโญ "Kailash was a godsend... his work on our business plan and financials was critical in securing our seed funding." "Communication was phenomenal โ€” he understood every detail of my business and translated it into a compelling plan and deck." Career Highlights - Top-Rated Plus Consultant on Upwork - Former Google Cloud FP&A Lead (M&A and strategic growth initiatives) - Advised on successful LBO transactions for private equity clients - Developed multi-year financial forecasts and strategic growth models
    Featured Skill Business Cases
    Pitch Deck
    Equity Research & Analysis
    Business Planning & Strategy
    Finance & Accounting
    Business Writing
    Executive Summary
    Financial Writing
    Corporate Finance
    Microsoft Excel
    Company Valuation
    Financial Projection
    Presentations
    Accounting Principles & Practices
    Financial Analysis
  • $120 hourly
    • 4.9/5
    • (36 jobs)
    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!
    Featured Skill Business Cases
    Logistics Management
    Efficiency Testing
    Team Alignment
    Hospitality & Tourism
    Project Management
    Project Objectives
    Critical Thinking Skills
    Project Insight
    Project Risk Management
    Project Management Professional
    Project Delivery
    Risk Analysis
    Project Scheduling
  • $125 hourly
    • 4.5/5
    • (308 jobs)
    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 School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
    Featured Skill Business Cases
    Sales & Marketing
    Executive Coaching
    Due Diligence
    Microsoft Excel
    Marketing Strategy
    Market Research
    Market Analysis
    Startup Consulting
    Business Writing
    Business Strategy
    Financial Presentation
    Valuation
    Budget Management
    Financial Plan
    Mergers & Acquisitions
    Financial Writing
    Financial Modeling
    Financial Analysis
  • $50 hourly
    • 4.5/5
    • (403 jobs)
    I am financial analyst and expert in excel with proven track record in driving decision making process based on highly accurate excel models. For over 15 years, I am successfully helping companies optimize their performances, by leveraging my expertise and know-how. You can always improve your performances by analyzing your business. I focus on understanding every aspect of your company, every goal you want to achieve and build steps require to get there. Lets build successful businesses together! Some of my accomplishments in general: - Developed financial forecasting tool to enable more informed and accurate strategic decisions - Implemented customized financial modeling system that improved efficiency and enhanced accuracy of model outputs - Conducted in-depth financial analysis on potential investment opportunities and possible returns. - Helped companies secure investments and advised in M&A processes - Developed and presented actionable financial reports to senior management - Worked with online accounting system and imbedded them into excel models for easier tracking of performances (actuals vs forecast)
    Featured Skill Business Cases
    Financial Modeling
    Financial Planning
    Budget Management
    Business Plan
    Financial Projection
  • $35 hourly
    • 4.9/5
    • (150 jobs)
    Emmanuel has worked with over 200 clients, created 2000+ business plans and investors documentations, and helped raised $500M+ in business funding, bank financing, SBA loan, and investor capital. With over 10 years experience in business plan writing and specialized industry experience with the SBA and conventional bank guidelines, I am the complete package to help you create a strategic business plan, to achieve your funding goals and objectives - Give me a chance. Over the last ten years, I have worked with small, medium, large, and global corporations to create EFFECTIVE BUSINESS PLANS that helped startups, new enterprises, and fortune 500 companies generate FUNDING OPPORTUNITIES through SBA loan, bank loan, government financing, grants, and minority opportunities First, let me share with you, what past clients said about me:: โ€ข Emmanuel is an excellent business plan writer who values every single dollars and we are super thankful to him for working with us on a tight budget. In the end, he delivers a mind-blowing business plan, business proposal, and also completes our business case profile. It is a privilege's to be recommending him. Thanks again for your help - James Albert from Florida, United States โ€ข Myself and my wife had a tough time choosing a business plan writer on this platform, but this guy caught our attention and we decided to give him a chance. For more than 20 years, I and my wife have never been in agreement over a single decision, but today, we unanimously agreed that Aina is a professional business plan writer and we are happy we worked with him. Less I forget, our business plan has been approved! Laura and Mathew. Second, get to know about me:: For over a decade, I have worked as a Business Plan Writer, Executive Business Plan Reviewer, and Funding Incubator Officer and I have been involved directly in the successful planning and implementation of over 100 startups - in over 20 countries, including the United States of America, Canada, Australia, United Kingdom, UAE, Europe, and the rest of Africa. As a Business Plan Writer with incredible business writing skills, business planning strategy, business modelling, business plan, and business continuity planning capability, I have worked with leading organizations that are responsible for funding startup businesses in North America - this includes, SBA loan departments, small scale business banking institutions, and crowdfunding agencies for startup entrepreneurs. Through my on-the-job work experiences with these organizations, I have gathered unrivaled expertise needed to write WINNING BUSINESS PLANS that SBA offices, BANKS, and INVESTORS are looking for and I know how to craft a business plan that will compel loan organizations and grant providers to sign the approval document. Third, why I'm I special and what makes me amazing? โ€ข I have worked directly with entrepreneurs, business owners, business managers, and CEO's of startup businesses and I have helped them in raising over $500M in investment funding. So, I know what it takes to write incredible business plans that is relevant and effective. โ€ข I have proven academic pedigree and work experience that makes me a top flying candidate; including bachelors degree, masters of business administration, project management certification, and I have over a decade experience in business consulting, business coaching, and business case documentation writing. โ€ข Having worked within the SBA funding disbursement department, I have first hand knowledge about what the SBA offices are looking for in a business plan. By combining my writing fluency with my work experience - I guarantee that you will receive an effective business plan that will help you raise the fund you are looking for. I have the capability to write a winning business plan for a trucking, logistics, transportation, home care, elders care, restaurant, bar/wine, coffee/tea, real estate, hospitality, medical, fitness &gym, retail/wholesale, cannabis, agriculture, eCommerce, and all types of businesses. Contents Included โ€ข Executive Summary โ€ข Company Description โ€ข Business Overview and Summary โ€ข Mission and Vision Statements โ€ข Goals, Objectives, and Milestones โ€ข Products and Services โ€ข Industry Analysis and Summary โ€ข Market Statistics and Reports โ€ข Industry Summary, Facts, and Figures โ€ข Economic Relevancy and Analysis โ€ข Strategy and Implementation Summary โ€ข Execution Strategy and Plan โ€ข Marketing Plan, Social Media Plan, and Offline Plan โ€ข SWOT Analysis โ€ข Financial Analysis and Excel Spreadsheet I am available to jump on a call to discuss your project needs, business plan requirements, and expectations. Please send me a message to learn more about your needs and to discuss why I am the most qualified freelancer to help you make a difference and help you get the loan, investment, and funding that you need for your business launch, project scaling, and startup funding. Best Regards, Emmanuel
    Featured Skill Business Cases
    Pitch Deck
    Market Research
    Business Consulting
    Grant Writing
    Marketing Plan
    Financial Plan
    Investor Overview
    Executive Summary
    Business Writing
    Business Plan
    Business Strategy
    Business Proposal Writing
    Business Planning & Strategy
    Business Plan Writing
  • $30 hourly
    • 4.9/5
    • (25 jobs)
    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.
    Featured Skill Business Cases
    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
  • $10 hourly
    • 3.8/5
    • (91 jobs)
    Being a TOP RATED PhD scholar and academic writer on Upwork, I have been offering my research writing services, including dissertations, term projects, assignments, and homework, for five years. I can provide research writing assistance in any field due to my diverse studies and experience. I have successfully completed more than 10,000 projects on various freelance platforms, including case studies, proposal writing, thesis writing, essays, term projects, and class activities. In addition, I hold a master's degree in business management from Europe, which has equipped me with strong technical research and writing skills. I have also provided online instruction to over 50 students, helping them grasp their subjects effectively. If you need any services for your research writing project, I invite you to invite me for a discussion. I can cover: โœ“Business โœ“Economics โœ“Management โœ“Accounting โœ“Finance โœ“Medical โœ“Consumer behaviour โœ“Marketing โœ“Human resource โœ“Social science โœ“Medical Science Any research work not limited to that. I can do the following Formatting and reference styles โœ“APA โœ“Havard โœ“MLA โœ“Chicago โœ“IEEE Why choose me? โœ“Experienced Research writer / Academic Writer โœ“Proven record โœ“Expert โœ“Timely delivery โœ“Unlimited revisions โœ“Quality over quantity โœ“24/7 available to answer โœ“Good communication Hire me now to get the job done. Will enjoy working on your project. Some Testimonials from my Previous clients "I also ask Naveen for assistance when I struggle with difficult assignments in different courses such as history, business & communication. He always manages to get it done at the right time and I end up getting a high grade. " '' Naveen went above and beyond to get the work done and that helped me to achieve more than I expected'' '' Naveen is an experienced person at Research writing, he did very good research and showed passion to work on my Thesis. His skills are very good I highly recommend his Academic writing services for Masters''. If you want to work with me or want to discuss never hesitate to contact me. I am your next academic writer.
    Featured Skill Business Cases
    Proposal Writing
    Online Market Research
    Topic Research
    Academic Writing
    Qualitative Research
    Marketing
    Business Plan
    Business Report
    Market Research
    Blog Writing
    Financial Planning
    Writing
    Education
    Microsoft Excel
  • $75 hourly
    • 4.8/5
    • (63 jobs)
    Struggling with Financial Clarity - Let's Change That. NEW - AI Automation Services! (make.com, zapier, n8n, gpt & more) Iโ€™m Mark Krickovich, a Seasoned Finance & Data Consulant. I pair financial leadership, data-consulting and problem-solving to create magic. I discover overlooked and future opportunities, turning raw data into smart strategy by blending finance, tech, and automation to answer the big questions: ๐Ÿ—ธ What channels are best โ€” and worst โ€” performers ๐Ÿ—ธ How do we scale profitably? ๐Ÿ—ธ Can you automate our repetitive work flows? ๐Ÿ—ธ Our churn is a problem โ€” can you help? ๐Ÿ—ธ Which KPIs should we track, and how often? ๐Ÿ—ธ Help us evaluate Customer Buying Behaviors? ๐Ÿ—ธ We need to measure Customer Lifetime Value and Retention Rates! ๐Ÿ—ธ Can you optimize our operations for cost savings? ๐Ÿ—ธ Can you help us visualize our operations into dashboards? ๐Ÿ—ธ Our Financial Data is everywhere, can you aggregate our scattered systems? ๐Ÿ—ธ How do we automate our repetitive processes? ๐Ÿ—ธ We have the data, but canโ€™t see the trends, can you help? MY SERVICES: โ€ฃ AI Workflows (NEW) โ€ฃ Profitable Growth (Cash Flow, Cost Controls, Margin Studies) โ€ฃ Pitch Decks: Investor Narratives & Financial Projections โ€ฃ Financial Modeling, Forecasts, Budgets (Excel, Sheets, Python) โ€ฃ Business Intelligence (Power BI, Tableau, Looker, Canva, LucidChart) * โ€ฃ Process Automation (Zapier, Power Automate (AI Builder), Make, UIPath, Google) * โ€ฃ Data Modeling & Pipelines (Docker, dbt, Spark, Snowflake, Prefect) * โ€ฃ Database & Analytics (SQL Server, PostgreSQL, SQLite, Azure, Fabric) * โ€ฃ Predictive Analytics (Python, ML) โ€ฃ Finance System Upgrades * โ€ฃ Systems: CRM, ERP, QuickBooks & more * โ€ฃ Custom FP&A Tools (Power Apps, AppSheet, Airtable, Dataverse) โ€ฃ Business Consulting & Startup Planning โ€ฃ Valuation & Exit Modeling (*Some services may use vetted U.S.-based contractors.) MY BACKGROUND 30 years in Finance & Data, including 15 years in Business Valuation. Iโ€™ve helped public and private companies, startups, and investors. My specialty: solving financial problems by combining tech, data, and strategy โ€” without fluff. I work confidently with all stakeholders, from analyst to C-suite. Known for accurate, high-quality deliverables. 97% JSS, Top-Rated Plus. Letโ€™s connect โ€” happy to offer a 30-minute consultation. โ€” Mark
    Featured Skill Business Cases
    Google Sheets
    Data Analysis
    Tableau
    Market Analysis
    Business Valuation
    Microsoft Access
    Dashboard
    Python
    Data Science
    SQL
    Cash Flow Software
    Microsoft Power BI
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $40 hourly
    • 4.8/5
    • (709 jobs)
    ๐ŸŽฏ Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. โœ… Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards โœ… Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    Featured Skill Business Cases
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $28 hourly
    • 4.7/5
    • (119 jobs)
    With over 15 years of experience in Agile transformation, project management, and implementing tailored solutions for diverse teams, I help product and service organizations streamline operations, project management, and product delivery. I support embracing modern work practices like Scrum, Kanban, and Lean with the help of Jira, Jira Service Management, and other Atlassian eco-system tools. I blend traditional project management with agile frameworks. Since 2015, I have also been configuring Atlassian's Jira and Jira Service Management as an Atlassian Consultant who supports digital businesses in adjusting processes and having robust tools in place for projects and product planning, development, and delivery. With Atlassian's Jira and Jira Service Management, I provide the following services: Configure Jira workflows, permissions, projects, boards, fields, and more Design and manage complex Jira boards for efficient project management - Scrum, Kanban, and Hybrid configurations followed by process analysis and management challenges Design and configure custom Jira Dashboards that show KPIs, OKRs, and performance Provide comprehensive training and team onboarding for Jira Software Configure Jira Service Management with Customer Service Desk Tailor Jira Workflows to meet specific business requirements and figure out optimized processes for work Configure Tempo Timesheets, Rich Filter gadgets, Time in Status, Custom Charts for Jira and other 3rd party apps that extend Jira Software and Jira Service Management Design and deliver training sessions about agile ways of working, agile software development and modern ITSM practices. Iโ€™ve helped many teams in different industries, timezones, nationalities, through agile practices, facilitating effective communication between the team members, and ensuring that tasks are well-defined and completed while monitoring the progress of the project and providing guidance to team members to enable them to quickly identify problems and create solutions to proactively solve them using the Agile tools and techniques which made me an expert in Agile methodologies, team formation, and workflow mapping, backlog refinement, planning, committing the team to be working together effectively, and within the scope of the project to ensure that deadlines are met. Keywords: Atlassian Consultant, Jira Consultant, Atlassian Jira Consultant, Confluence Consultant, Atlassian Confluence Consultant, Jira Service Management Consultant, Atlassian Jira Service Management Consultant, Atlassian Expert, Jira Expert, Atlassian Jira Expert, Confluence Expert, Atlassian Confluence Expert, Jira Service Management Expert, Atlassian Jira Service Management Expert, Atlassian SME, Jira SME, Confluence SME, Jira Service Management SME, Jira migration, Jira Professional, Jira Workflows, Jira Screens, Jira Permissions, Jira Custom Fields, Jira Automation, Jira Architect, Jira Support, Jira Services, Jira Administrator, Jira Admin, Confluence Administrator, Confluence Admin, Automation for Jira, Atlassian Consultancy, Jira Consultancy, Confluence Consultancy, Jira Service Management Consultancy, Advanced Roadmaps, Jira Align, Bitbucket, Jira Product Discovery, Atlas, Scrum, Kanban, Agile, Requirements Gathering, SAFe, Scaled Agile, Optimize Jira, OpsGenie, a bit of api calls, Agile at Scale
    Featured Skill Business Cases
    Project Management Professional
    Task Coordination
    Project Management Office
    Scrum
    Facilitation
    Team Facilitation
    Project Delivery
    Scaled Agile Framework
    Agile Software Development
    Jira
    Agile Project Management
  • $30 hourly
    • 5.0/5
    • (18 jobs)
    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
    Featured Skill Business Cases
    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
  • $50 hourly
    • 5.0/5
    • (112 jobs)
    Are you a startup founder navigating cash flow, fundraising, or financial chaos? Iโ€™m Anshu, a Fractional CFO with 14+ years of experience supporting over 200 startups worldwide. I help early-stage companies become financially confident, fundraise effectively, and make data-driven strategic decisions. What I bring to the table: โœ” Investor-ready financial models โœ” KPI tracking dashboards โœ” Cash flow and burn management โœ” Business plan, Pitch deck financials and due diligence support โœ” Strategic forecasting and monthly CFO services Clients say: โ€œAnshu is incredibly knowledgeable and proactive... she always delivers more than expected.โ€ โ€œProfessional, sharp, and strategicโ€”Anshu felt like part of our founding team.โ€ โ€œTruly a top-tier consultant. She understood our startupโ€™s needs and helped us raise capital confidently.โ€ โ€œHighly professional, responsive, and detail-oriented. A pleasure to work with.โ€ Results I've delivered: ๐Ÿ”น Helped 50+ clients raise multi-million dollar funding ๐Ÿ”น Improved profit margins with cost-optimization strategies ๐Ÿ”น Built robust dashboards using Excel/Google Sheets + automation tools ๐Ÿ”น Saved 100s of hours with better financial processes I combine strategic thinking with hands-on execution to drive resultsโ€”and I always keep the founderโ€™s vision at the center. ๐Ÿ“ฉ Message me if you want clarity, confidence, and investor-readiness.
    Featured Skill Business Cases
    Cash Flow Modeling
    Business Planning & Strategy
    Google Sheets Automation
    Budget Planning
    Financial Planning
    Accounting
    Project Management
    Market Research
    Business Valuation
    Venture Capital Consulting
    Startup Consulting
    Pitch Deck
    Financial Analysis
    Fundraising
    Microsoft Excel
  • $100 hourly
    • 5.0/5
    • (6 jobs)
    Hailing from Vienna, Austria, I am an experienced Business Controller passionate about financial planning, analysis, and the intricacies of controlling. My deep understanding of financial dynamics, combined with my knack for data-driven decision-making, allows me to thrive in fast-paced, results-oriented environments. Key Highlights: Financial Planning & Analysis (FP&A): My tenure at Adverity was marked by a robust approach to financial planning and analysis. This involved not only forecasting and budgeting but also diving deep into performance analysis to support informed business decisions. Controlling Expertise: My skill set extends to advanced controlling tasks such as variance analysis, profitability assessment, and cost optimization. These capabilities have been instrumental in aligning business operations with strategic financial goals. Cross-Functional Collaboration: Seamlessly working across departments, I've forged strong collaborations with sales, marketing, and product teams. This synergy often results in comprehensive insights into critical metrics, driving revenue growth strategies. Process Improvement & Automation: A notable accomplishment was the automation of the commission structure at Adverity, showcasing my commitment to driving process efficiencies and ensuring accuracy in financial operations. Reporting & Analysis: My forte lies in crafting insightful financial reports for senior leadership, spotlighting trends, variances, and areas of opportunity. Tech Proficiency: I am well-versed with industry-standard tools like Microsoft Office apps, Power Query, SAP FI/CO, Oracle Netsuite, and Salesforce/Hubspot, utilizing them to enhance financial processes and analyses. I am fueled by challenges and have an unwavering belief in the power of financial acumen to drive business growth. My dedication to excellence, combined with my collaborative spirit, positions me as a valuable asset for any team seeking financial mastery.
    Featured Skill Business Cases
    Finance
    Corporate Finance
    Corporate Strategy
    Business Plan
    Financial Management
    Financial Reporting
    Financial Modeling
    Budget Planning
    Budgeting & Forecasting Software
    Forecasting
    Financial Analysis
    Financial Planning
    Microsoft Excel
  • $35 hourly
    • 4.9/5
    • (56 jobs)
    Helping startups & enterprises turn bold ideas into scalable, market-ready products With 20+ years of experience building MVPs, SaaS platforms, and AI-driven solutions, I partner with founders and executives to define product vision, execute strategy, and deliver measurable results. My expertise spans Healthcare Tech, LMS, CRM, ERP, and E-commerce, with a proven track record of launching 60+ products from concept to deployment. ๐Ÿ”น Industries & Solutions I Specialize In ------------------------------------------------- โœ… Healthcare Tech โ€“ EMR/EHR systems, dental software, mental health platforms โœ… AI & Automation โ€“ Advanced chatbots, content generation, voice AI (TTS/STT), LLM integrations (OpenAI, Claude, custom models) โœ… Enterprise SaaS โ€“ CRM (Zoho, Odoo), ERP, LMS (Moodle), e-commerce (Shopify, OpenCart) โœ… Full-Stack Development โ€“ Python, PHP, MERN/MEAN, AWS, DevOps ๐Ÿ”น How I Deliver Success ------------------------------- โœ” From Idea to MVP in Weeks โ€“ Agile-driven development with tools like Jira, ClickUp, Asana โœ” End-to-End Product Leadership โ€“ Roadmapping, team management, cost control, risk mitigation โœ” Scalable Tech Stacks โ€“ Architecture designed for growth (cloud, APIs, microservices) โœ” Metrics That Matter โ€“ 40% faster deployment, 30% cost reduction, 5x user retention ๐Ÿ“Œ Why Hire Me Over Others? ------------------------------------ โœ… Ex-CTO & Certified Product Leader (PgMP, PMP, PRINCE2, Agile/Scrum) โœ… Technical Depth + Business Acumen โ€“ Bridge the gap between vision and execution โœ… Proven in High-Stakes Environments โ€“ Healthcare compliance, enterprise security, AI ethics โœ… Transparent Process โ€“ Weekly updates, milestone tracking, no surprises #cto #fractionalcto #mvp #saas #mern #technologyconsulting #consulting #lms #health #ai
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  • $80 hourly
    • 4.9/5
    • (68 jobs)
    Dynamic Executive Leader โ€“ Program, Project, and Product Management Expertise Results-driven executive with 18 years of proven success in program/project management, product ownership, and marketing strategy. PMP and CSM certified, with an MBA in Marketing, bringing a comprehensive skill set in product lifecycle management, operations, market research, branding, digital marketing, business strategy, and offshore team leadership. Recognized for delivering impactful results in diverse industries, including Banking, IT, Healthcare, Fintech, Digital Advertising, and Branding. Adept at navigating complex subject matters and executing innovative strategies to achieve business objectives. Experienced in working with global organizations across the USA, Europe, UK, Middle East, Japan, and Australia. A strategic thinker with exceptional skills in competitive analysis, procurement, stakeholder negotiations, and cross-functional team collaboration. Demonstrated ability to lead large-scale initiatives, ensuring alignment with organizational goals and market trends. Looking for a challenging executive role where I can drive growth, innovation, and long-term value. Open to credible references and committed to establishing mutually beneficial professional relationships.
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  • $200 hourly
    • 4.9/5
    • (5 jobs)
    With prior experience in investment management at a regional venture capital firm, she built a B2B SaaS innovation arm for a Fortune 500 company and helped grow ventures valued over US$50 million. Passionate about startups, she now provides advisory and fundraising support to early-stage teams.
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    Microsoft PowerPoint
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  • $250 hourly
    • 5.0/5
    • (190 jobs)
    ๐Ÿค I partner with founders, executives, and finance teams to turn complex financial data into clear, actionable strategies. Using my proprietary CFO Reviewed Financialsโ„ข and Comprehensive Financial Modelโ„ข, I help you: โ–ถ๏ธ Secure Funding ๐Ÿ”น Build investor-ready financial models and decks ๐Ÿ”น Lead capital-raise negotiations and due diligence โ–ถ๏ธ Grow Efficiently ๐Ÿ”น Diagnose margin leakages and optimize cash conversion cycles ๐Ÿ”น Develop rolling forecasts & scenario plans to navigate uncertainty โ–ถ๏ธ Engineer an Exit ๐Ÿ”น Structure M&A-ready financials and tax-efficient reorganizations ๐Ÿ”น Support buyer diligence, valuation modeling & deal execution ๐Ÿ“Š MY 4-STEP PROCESS 1โƒฃ Discovery Call โ€“ Align on your business goals, challenges, and data landscape โ€“ Define success criteria, timelines, and key stakeholders for the engagement 2โƒฃ Deep-Dive Analysis: CFO Reviewed Financialsโ„ข โ€“ Review up to 60 months of P&L, Balance Sheet & Cash Flow statements and benchmark against budgets, prior forecasts and industry KPIs โ€“ Analyze the data to surface trends, risks, and opportunity zones in custom dashboards โ€” and deliver a concise report with prioritized, data-driven recommendations 3โƒฃ Actionable Planning: Comprehensive Financial Modelโ„ข โ€“ Build a dynamic, driver-based financial model that becomes your monthly budget โ€“ Define 3โ€“5 key performance indicators tied to growth, margin, and cash runway 4โƒฃOngoing Partnership โ€“ Monthly strategy sessions to track progress and pivot as needed โ€“ On-demand support for fundraising, board reporting, or turnaround interventions ๐Ÿ† SELECT ENGAGEMENT HIGHLIGHTS โœ… $29.3M raised over four VC rounds with a healthcare payments platform โœ… $20M expansion funding for a 3D printer manufacturer โœ… $5M telehealth startup sale (plus contracts) โœ… Turned around a $1.5M loss to a $0.5 M profit in North American distribution for a global electronics brand โœ… Engineered a tax-free reorg saving $250K+ in taxes and fees for a $25M e-commerce company โœ… Secured $1M pre-seed and co-founded an innovation platform โ€œJeremy is one of the best professionals Iโ€™ve ever worked with [โ€ฆ] from our first customer all the way to our acquisition.โ€ โ€“ Dr. Sina Arham, Co-Founder at Fridays โš™๏ธ CORE SERVICES โ–ช๏ธFractional & Interim CFO (monthly retainer) โ–ช๏ธCFO Reviewed Financialsโ„ข & Financial Health Assessments โ–ช๏ธComprehensive Financial Modelโ„ข, Driver-Based Financial Modeling & Scenario Planning โ–ช๏ธForecasting, Budgeting & Cash Management โ–ช๏ธFundraising Strategy, Investor Decks & Due Diligence โ–ช๏ธKPI Development, Board & Management Reporting โ–ช๏ธExit Readiness, M&A Modeling & Tax-Efficient Structuring โ–ช๏ธTurnaround Strategy & Executive Coaching ๐Ÿ”œ Ready to define and surpass your financial goals? Message me now to discuss your project/needs.
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  • $129 hourly
    • 5.0/5
    • (149 jobs)
    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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  • $60 hourly
    • 4.9/5
    • (17 jobs)
    โœ…Dynamic CEO, โœ…MBA, โœ…Master in Finances, โœ…Senior Business Developer, โœ…KPI Tracker, โœ…Dashboard & Google Sheets Pro, โœ…Financial Modeling, โœ…Valuation Expert. โœ… Venture Capital With a proven track record in financial advisory and business strategy, I specialize in guiding global enterprises towards sustainable growth. My expertise encompasses developing precise financial models and strategic business plans tailored to diverse industries, including Venture Capital, Oil & Gas, Health tech, Services, Wealth management, and SaaS. As the Head of Investments at a Venture Capital fund focusing on the Media and Entertainment sector, I spearhead the development of robust business models, meticulously assessing and valuing investment opportunities. My role involves analyzing assets such as films, series, video games, and E-Sports, along with modeling both equity and debt funds. My expertise bridges the creative realm with financial rigor, ensuring well-informed investment decisions that drive profitability and innovation. Specifically, I have led the development of business models for various video game ventures, from sub-publishing to game development. Moreover, my specialization in financial modeling and business valuation, utilizing methods such as DCF and EBITDA multiples, enables me to provide invaluable insights for informed decision making. I excel in conducting comprehensive due diligence, adeptly understanding business drivers, costs, and improvement opportunities. Why Partner with Me? โ–ช๏ธ Strategic Business Development: Equipped to drive transformative results, I alleviate operational burdens, empowering organizations to focus on strategic priorities. โ–ช๏ธ Unleashing Potential: With a discerning eye for optimization, I excel in uncovering untapped opportunities and maximizing profitability. โ–ช๏ธ Entrepreneurial Insight: Leveraging extensive entrepreneurial experience, I possess a versatile skill set crucial for navigating modern business complexities. โ–ช๏ธ Data-Driven Decision Making: Specializing in crafting bespoke business models and analytical tools, I empower informed decision-making and drive accelerated growth. Areas of Expertise: โ–ช๏ธ Financial Modeling & Forecasting โ–ช๏ธ Startup Consulting & Business Planning โ–ช๏ธ Annual Budgeting & Reporting โ–ช๏ธ KPI Tracking & Performance Dashboard Creation โ–ช๏ธ Product Costing & Financial Ratio Analysis โ–ช๏ธ Executive Strategy & Corporate Planning โ–ช๏ธ Data Automation & Analysis Experience a) Social Media Agency Business Plan - Miami, USA Develop a comprehensive business plan and implemented a sales commission system to incentivize performance and drive revenue growth. b) Car Import Business Plan - Mozambique Assisted a car company in crafting a detailed business plan for importing cars from Japan to Mozambique. c) Argentine Product Importation - Los Angeles, USA Successfully facilitated the import of Argentine products to the United States, establishing partnerships with key stakeholders in Los Angeles. d) Cryptocurrency ATM Rental System - Chicago, USA Designed and implemented an innovative ATM machine rental system model tailored for cryptocurrencies in Chicago. e) Profit Coach and Business Analyst - Australia Served as a Profit Coach and Business Analyst at a prestigious consulting firm in Australia, collaborating with the founders to optimize processes and improve efficiency. f) Agricultural Lending Business Advisory - Brisbane, Australia Provided strategic guidance to an agricultural lending business, focusing on strategic growth and financial management across various business units. g) Wealth Consulting Firm Advisory - Canada Collaborated with a wealth consulting firm in Canada to develop tools and spreadsheets for clients, offering personalized advice on personal wealth management and business strategies. h) Crypto Mining & Oil Gas Model - El Paso, USA Designed a specialized business model combining crypto mining and oil & gas exploration for a prominent company in El Paso. i) Call Center Business Process Improvement - Global Guided a business agency through process optimization initiatives to drive scalable growth and operational efficiency. j) Health Tech Business Plan - Boston Developed a comprehensive business plan for a Health tech company, introducing new revenue streams and strategic initiatives to raise funds. k) SaaS Company Financial Director - Spain Served as CFO, overseeing financial operations and driving strategic initiatives to elevate the company's performance. Leveraged technology for data automation and real-time analysis to optimize resource allocation, enhance capital efficiency, and maximize profitability across business units. If you're ready to propel your business to new heights, let's foster a dynamic collaboration. Committed to cultivating long-term partnerships and customizing my expertise to align with your unique needs, I eagerly await the opportunity to work together. Thank you for considering my application.
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  • $125 hourly
    • 5.0/5
    • (398 jobs)
    Get 2X-5X more investor meetings ๐Ÿฆ„ $๐Ÿฑ๐—•+ ๐—ณ๐—ฟ๐—ผ๐—บ ๐˜๐—ผ๐—ฝ ๐—ฉ๐—–๐˜€: ๐—ฎ๐Ÿญ๐Ÿฒ๐˜‡, ๐—ฆ๐—ฒ๐—พ๐˜‚๐—ผ๐—ถ๐—ฎ, ๐—Ÿ๐—ถ๐—ด๐—ต๐˜๐—ฆ๐—ฝ๐—ฒ๐—ฒ๐—ฑ, ๐—ง๐—ถ๐—ด๐—ฒ๐—ฟ, ๐—œ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜, ๐—ฆ๐—ผ๐—ณ๐˜๐—•๐—ฎ๐—ป๐—ธ + ๐—ž๐—ต๐—ผ๐˜€๐—น๐—ฎ ๐Ÿ† 15+ years capital markets experience ๐Ÿฅ‡ #1 on Upwork worldwide ๐ŸŒŸ The founders I work with are pitching at the high-stakes table. I help them crush it: โ— "SoftBank is leading the round - $70M on 725 pre-money" โ— โ€œSequoia wants to lead the roundโ€ โ— โ€œOn our first Series A pitch, we got a verbal offer from Andreessen Horowitzโ€ โ— "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. โšก๏ธŽI cannot help everybody, but we may be a great fit if you are thinking: โ— "There's millions on the line and I want the BEST" โ— "Our story has changed since last round!" โ— "I know how to run my business, but maybe I'm too close to it" โ— "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" โ— "The last pitch we did was embarrassing - I don't want that EVER again" โ— "I need a full pitch package that I KNOW 100% will tell our companyโ€™s story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) ๐Ÿฆ„ Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will โ˜… Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy โ˜… Put your best foot forward for your one shot with that Tier 1 investor โ˜… Anticipate investor objections and pre-handle them โ˜… Receive turnkey, investor-grade, futureproofed documents that raise capital โ˜… Captivate investors with the elite pitch strategies that $1B+ founders use in their raises โ˜… Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: โœ… ๐‘ฐ ๐’„๐’๐’–๐’๐’…๐’'๐’• ๐’“๐’†๐’„๐’๐’Ž๐’Ž๐’†๐’๐’… ๐‘ฌ๐’—๐’‚๐’ ๐’Ž๐’๐’“๐’† - 100% ๐’˜๐’๐’“๐’•๐’‰ ๐’•๐’‰๐’† ๐’Š๐’๐’—๐’†๐’”๐’•๐’Ž๐’†๐’๐’•! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks โœ… ๐‘ป๐’‰๐’Š๐’” ๐’…๐’†๐’„๐’Œ ๐’–๐’๐’๐’๐’„๐’Œ๐’†๐’… ๐’‚ $30๐‘ด ๐’…๐’†๐’‚๐’ & ๐‘ฐ๐‘ท๐‘ถ -Lead investor of Consumer business โœ… ๐‘ถ๐’–๐’“ ๐’…๐’†๐’„๐’Œ ๐’˜๐’‚๐’” ๐’”๐’ ๐’‰๐’๐’• ๐’•๐’๐’…๐’‚๐’š ๐’Š๐’•โ€™๐’” ๐’„๐’“๐’‚๐’›๐’šโ€ฆ ๐’•๐’‰๐’† ๐‘บ๐’Š๐’๐’Š๐’„๐’๐’ ๐‘ฝ๐’‚๐’๐’๐’†๐’š ๐‘ฝ๐‘ช๐’” ๐’˜๐’† ๐’‘๐’Š๐’•๐’„๐’‰๐’†๐’… ๐‘ณ๐‘ถ๐‘ฝ๐‘ฌ๐‘ซ ๐‘ฐ๐‘ป... -Biotech CEO with $500M raised + 4 exits + 1 IPO โœ… ๐‘พ๐’‰๐’‚๐’• ๐‘ฌ๐’—๐’‚๐’โ€™๐’” ๐’…๐’๐’Š๐’๐’ˆ ๐’Š๐’” ๐’‘๐’–๐’“๐’† ๐’Ž๐’‚๐’ˆ๐’Š๐’„ -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: โœ— The company is struggling to pay salaries - canโ€™t do that in good conscience โœ— โ€Respect for othersโ€ is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. Iโ€™ve also been an investor, advisor and director โ€“ and now I run our inhouse VC - so Iโ€™ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. ๐Ÿ”ข My stats: โ— #1 globally on Upwork in Pitch Decks... and the entire Finance category โ— $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz โ— Clients raised $22M / week in 2023 on avg + 3 IPOs โ— Over 2,000 Pitch Decks + Business Plans built โ— Over 1K financial forecasts built from scratch โ— Featured in Forbes, TechCrunch, INC, Business Insider + more ๐Ÿฆ„ About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: โ— Open mind, relaxed attitude โ— Values integrity & relationships โ— Focused on improving, lets their actions speak louder than words โ— Knows our minimum scope, and wants the BEST ๐Ÿ‡บ๐Ÿ‡ธ Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: ๐Ÿ“บ Watch the videos on my Upwork profile and in my work examples ๐ŸŸข Press '...' button then โ€˜Send Messageโ€™ button in the top right-hand corner ๐Ÿ’ฌ Write me a personalized note including why you think weโ€™re a good fit to work together Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor Strategy
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  • $45 hourly
    • 5.0/5
    • (440 jobs)
    ๐Ÿ™Œ๐Ÿฝ ๐Ÿณ๐Ÿฑ๐Ÿฌ+ ๐—™๐—ผ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜€ ๐—ต๐—ฒ๐—น๐—ฝ๐—ฒ๐—ฑ ๐Ÿ’ฐ$๐Ÿต๐Ÿฌ๐— + ๐—ถ๐—ป ๐˜€๐˜๐—ฎ๐—ฟ๐˜๐˜‚๐—ฝ ๐—ณ๐˜‚๐—ป๐—ฑ๐—ถ๐—ป๐—ด ๐—ฟ๐—ฎ๐—ถ๐˜€๐—ฒ๐—ฑ ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต ๐—บ๐˜† ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ผ๐—ฑ๐—ฒ๐—น๐˜€, ๐—ฃ๐—ถ๐˜๐—ฐ๐—ต ๐——๐—ฒ๐—ฐ๐—ธ๐˜€, ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ฃ๐—น๐—ฎ๐—ป๐˜€. ๐——๐—ฎ๐˜๐—ฎ ๐—”๐—ป๐—ฎ๐—น๐˜†๐˜€๐—ถ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—œ๐—ป๐˜๐—ฒ๐—ด๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป. ๐—ฉ๐—ถ๐—ฟ๐˜๐˜‚๐—ฎ๐—น ๐—–๐—™๐—ข. 3๏ธโƒฃ๐˜… ๐—˜๐—ป๐˜๐—ฟ๐—ฒ๐—ฝ๐—ฟ๐—ฒ๐—ป๐—ฒ๐˜‚๐—ฟ ๐Ÿฅ‡๐—ฆ๐˜‚๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€๐—ณ๐˜‚๐—น ๐—˜๐˜…๐—ถ๐˜ ๐Ÿ’ƒ๐Ÿป๐Ÿฏ๐Ÿฌ ๐˜†๐—ฒ๐—ฎ๐—ฟ๐˜€ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ฎ๐˜€ ๐—ฎ๐—ป ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—ฏ๐—ฎ๐—ป๐—ธ๐—ฒ๐—ฟ ๐—ฎ๐—ป๐—ฑ ๐—–๐—™๐—ข ๐Ÿ“ก๐—ž๐—ถ๐—ป๐—ฑ, ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—ฝ๐—ฎ๐—ฟ๐—ฒ๐—ป๐˜, ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ ๐—ผ๐—ณ ๐—ณ๐—ฎ๐—ฐ๐˜ ๐—ฐ๐—ผ๐—บ๐—บ๐˜‚๐—ป๐—ถ๐—ฐ๐—ฎ๐˜๐—ผ๐—ฟ "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust "Absolutely incredible. I will work with Monica again. Extremely professional. We spoke just once and based on our conversation, she had a full grasp of our business. - Luis P, CEO of LJP Medical "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect ๐Ÿ“ž Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together ๐Ÿ“ž Hereโ€™s a brief summary of how I help my clients most often: โœ… ๐—ง๐—ฒ๐—น๐—น๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—บ๐—ผ๐˜€๐˜ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฒ๐—น๐—น๐—ถ๐—ป๐—ด ๐˜€๐˜๐—ผ๐—ฟ๐˜† ๐˜๐—ผ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜€ through numbers in a Financial Model, through words in a Pitch Deck, and strategy in a Business Plan so they can raise funds successfully. โœ… ๐—•๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐—ถ๐—ป๐˜๐˜‚๐—ถ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ฒ๐—ฎ๐˜€๐˜†-๐˜๐—ผ-๐˜‚๐˜€๐—ฒ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ผ๐—ฑ๐—ฒ๐—น๐˜€ that allow them to run their business more effectively as small business owners. โœ…๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ถ๐—ป๐—ด ๐˜€๐˜๐—ฎ๐—ฟ๐˜๐˜‚๐—ฝ ๐—ณ๐—ผ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜€ on growth, fundraising, proven investor strategies, and financial management best practices. โœ…Integrating, streamlining, and making sense of financial data from various sources like QuickBooks, Amazon, Shopify, etc. Why Iโ€™m worth talking to: โœ… I've done this a few hundred times before. ๐Ÿ”Ž Iโ€™ll โ€œgetโ€ your business model right away without you having to do too much explaining. ๐Ÿ•ต๏ธโ€โ™€๏ธ Iโ€™ll ask questions that you probably havenโ€™t even thought about, so you may end up understanding your own business better. ๐Ÿšถ๐Ÿฝโ€โ™€๏ธIโ€™ve walked in your shoes as an entrepreneur multiple times, I feel for you and can share what I learned. Thank you for reading my profile ๐Ÿ™ If youโ€™re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Hey Monica, just wanted to let you know investor group was extremely impressed witht he presentation and they funded the business! Thank you!!" - Jay Lax, CEO of Avalon ABA "Monica crushed it. Deliverable was excellent." - Felipe Azenha, CEO of CinderFit
    Featured Skill Business Cases
    Investment Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • $250 hourly
    • 5.0/5
    • (33 jobs)
    โญ๏ธ M&A and capital raising expert with more than $10 billion in closed transactions โญ๏ธ 10 years IB and PE experience (LMM, MM and Wall Street) โญ๏ธ Extensive experience leading and executing buy and build investment strategies โญ๏ธ Active independent sponsor, private equity investor, and real estate investor โญ๏ธ Recently closed a personal deal raising $45m in debt and equity (December 2023) โญ๏ธ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: โœ… Comprehensive M&A and business buying support: strategy and services โœ… Capital Raising: debt and equity for initial acquisitions or addons โœ… M&A Support: transaction structuring and negotiating, target and buyer screening lists and research โœ… Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions โœ… Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement โœ… Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations โœ… Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting โœ… Operational Analysis: customer and project databases, cohort and trend analysis โœ… Due Diligence Support: financial analysis, industry research, process management โœ… Search Fund Advising; Excel and PowerPoint Clean up; Market Research โœ… Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance
    Featured Skill Business Cases
    Fundraising
    Fundraising Presentation
    Finance & Accounting
    Corporate Finance
    Capital Markets
    Business Strategy
    Personal Finance & Wealth Management
    Microsoft PowerPoint
    Investment Strategy
    Investment Research
    Financial Analysis & Valuation
    Financial Modeling
    Private Equity
    Mergers & Acquisitions
    Investment Banking
  • $45 hourly
    • 4.9/5
    • (504 jobs)
    MBA from IIM Bangalore ( top business school in India), CFA with 11 years of experience in management consulting and investment banking firms. Expertise in financial modeling, startup assistance, data analytics and pitch decks.
    Featured Skill Business Cases
    Financial Writing
    Financial Reporting
    Financial Modeling
    Data Analysis
    Business Valuation
    Business Analysis
    Business Intelligence
  • $125 hourly
    • 5.0/5
    • (331 jobs)
    โ—ผ๏ธ BACKGROUND With over 15 years of entrepreneurial experience, I am a seasoned business consultant with a proven track record of transforming concepts into fully operating businesses. Having been in your shoes, I understand the challenges of launching and growing a business and am here to help you execute your vision. Iโ€™ve partnered with over 300+ startups and numerous others through referrals, guiding companies from pre-seed to Series C typically. I know how to capture investors' attention and meet their expectations, ensuring your business story resonates. Iโ€™ll take you through my refined, step-by-step process to build compelling investment materials that will drive capital raises and accelerate growth. I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valleyโ€™s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy and biking around Northern California's Bay Area. โ—ผ๏ธ TESTIMONIALS "Peter is an absolute professional in every sense of the word . . . The end product far exceeded my expectations and I will continue to tap Peter for future projects." "Brilliant Peter! He is very helpful and approachable and is always available to answer any questions. I would highly recommend working with him!" "Peter and his team crushed it!!! The best freelancer on Upwork" โ—ผ๏ธ EXPERTISE Pitch Decks: Prepare (in Google Slides, PPT, or Keynote) content with a clean and modern design to secure funding Executive Summary (1-pager): Prepare a concise and punchy summary of the startup's story Sales Presentations: Prepare a persuasive sales narrative to win new clients and/or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers the details of your business from A to Z Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity, and any other requirements to raise capital or manage operation Fundraising: Build a list of vetted venture investors based on how much capital you are raising and your startup's stage and reach out and manage on your behalf based upon an agreed-upon timeline โ—ผ๏ธ INDUSTRIES SERVED AI, Consumer and B2B Tech, Edtech, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace, el al โ—ผ๏ธ TIMELINE Pitch deck: 2 - 3 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck, and financial model: 4 weeks 1 pager: 7 days โ—ผ๏ธ MORE ABOUT ME Entrepreneurial Extremely organized Detailed oriented Great communicator and listener Patient โ—ผ๏ธ BENEFITS Work with an expert Receive investor-ready material Save time and headache A proven process that works Easy to work with Send me a message and let's have a discovery call.
    Featured Skill Business Cases
    Business Consulting
    Business Plan
    Financial Model
    Financial Projection
    Presentations
    Sales Presentation
    Financial Modeling
    Pitch Deck
    Pitchbook
    Financial Management
    Fundraising
    Venture Capital Consulting
    Startup Consulting
  • $100 hourly
    • 5.0/5
    • (264 jobs)
    With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. ๐Ÿ“Œ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€: ๐—˜๐˜…๐˜๐—ฒ๐—ป๐˜€๐—ถ๐˜ƒ๐—ฒ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. ๐—Ÿ๐—ฒ๐—ฎ๐—ฑ๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. ๐—š๐—น๐—ผ๐—ฏ๐—ฎ๐—น ๐—ฅ๐—ฒ๐—ฎ๐—ฐ๐—ต: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. ๐—˜๐—ฑ๐˜‚๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—•๐—ฎ๐—ฐ๐—ธ๐—ด๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. โœ…๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ๐˜€ ๐—ข๐—ณ๐—ณ๐—ฒ๐—ฟ๐—ฒ๐—ฑ: ๐—ฃ๐—ถ๐˜๐—ฐ๐—ต ๐——๐—ฒ๐—ฐ๐—ธ๐˜€: Creating visually appealing, data-driven presentations that effectively communicate your businessโ€™s value and potential to investors. ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ผ๐—ฑ๐—ฒ๐—น๐—ถ๐—ป๐—ด: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐— ๐—ฒ๐—บ๐—ผ๐—ฟ๐—ฎ๐—ป๐—ฑ๐˜‚๐—บ๐˜€: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น ๐—ฅ๐—ฎ๐—ถ๐˜€๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜†: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. ๐——๐—ผ๐—ฐ๐˜‚๐—บ๐—ฒ๐—ป๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฎ๐—ป๐—ฑ ๐—–๐—ผ๐—บ๐—ฝ๐—น๐—ถ๐—ฎ๐—ป๐—ฐ๐—ฒ: Ensuring all financial documents and investor communications meet regulatory standards and best practices. โœ”๐—ช๐—ต๐˜† ๐—ช๐—ผ๐—ฟ๐—ธ ๐—ช๐—ถ๐˜๐—ต ๐—จ๐˜€? ๐—ฆ๐—ฒ๐—ฎ๐—บ๐—น๐—ฒ๐˜€๐˜€ ๐—œ๐—ป๐˜๐—ฒ๐—ด๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. ๐—–๐—ผ๐—น๐—น๐—ฎ๐—ฏ๐—ผ๐—ฟ๐—ฎ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜๐—ถ๐˜€๐—ฒ: All work is audited by team members before submission, ensuring accuracy and high quality. ๐—–๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—ถ๐—ป ๐—–๐—ผ๐—บ๐—ฝ๐—น๐—ฒ๐˜…๐—ถ๐˜๐˜†: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. ๐—ง๐—ฎ๐—ถ๐—น๐—ผ๐—ฟ๐—ฒ๐—ฑ ๐—ฆ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป๐˜€: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. ๐—ฃ๐—ฟ๐—ผ๐˜ƒ๐—ฒ๐—ป ๐—ง๐—ฟ๐—ฎ๐—ฐ๐—ธ ๐—ฅ๐—ฒ๐—ฐ๐—ผ๐—ฟ๐—ฑ: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. ๐Ÿ“Š ๐—œ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐˜† ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜๐—ถ๐˜€๐—ฒ: ๐—˜๐—ฎ๐—ฟ๐—น๐˜†-๐˜€๐˜๐—ฎ๐—ด๐—ฒ, ๐—ฆ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐˜€ ๐—”, ๐—ฆ๐—ฒ๐—ฒ๐—ฑ, ๐—ฃ๐—ฟ๐—ฒ-๐˜€๐—ฒ๐—ฒ๐—ฑ: Expertise in guiding startups through their initial fundraising rounds. ๐—ฃ๐—ฟ๐—ถ๐˜ƒ๐—ฎ๐˜๐—ฒ ๐—˜๐—พ๐˜‚๐—ถ๐˜๐˜† (๐—ฃ๐—˜) ๐—ฎ๐—ป๐—ฑ ๐—ฉ๐—ฒ๐—ป๐˜๐˜‚๐—ฟ๐—ฒ ๐—–๐—ฎ๐—ฝ๐—ถ๐˜๐—ฎ๐—น (๐—ฉ๐—–): Extensive experience in preparing businesses to attract PE and VC investments. ๐—›๐—ฒ๐—ฎ๐—น๐˜๐—ต๐—ฐ๐—ฎ๐—ฟ๐—ฒ, ๐— ๐—ฒ๐—ฑ๐˜๐—ฒ๐—ฐ๐—ต: Providing specialized financial services for healthcare and medical technology companies. ๐—ฆ๐—ฎ๐—ฎ๐—ฆ, ๐—ง๐—ฒ๐—ฐ๐—ต, ๐—™๐—ถ๐—ป๐˜๐—ฒ๐—ฐ๐—ต: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. ๐—–๐—ฟ๐˜†๐—ฝ๐˜๐—ผ ๐—ฎ๐—ป๐—ฑ ๐—”๐—œ ๐—ฃ๐—ฟ๐—ผ๐—ท๐—ฒ๐—ฐ๐˜๐˜€: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—˜๐˜€๐˜๐—ฎ๐˜๐—ฒ, ๐—ฅ๐—ฒ๐—ป๐—ฒ๐˜„๐—ฎ๐—ฏ๐—น๐—ฒ ๐—˜๐—ป๐—ฒ๐—ฟ๐—ด๐˜†, ๐—–๐—ผ๐—ป๐˜€๐˜‚๐—บ๐—ฒ๐—ฟ ๐—š๐—ผ๐—ผ๐—ฑ๐˜€: Offering comprehensive financial services across a variety of industries.
    Featured Skill Business Cases
    Investment Banking
    Real Estate
    Pitch Deck
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $85 hourly
    • 4.9/5
    • (552 jobs)
    For Entrepreneurs Raising Funds and Investors Seeking Opportunities, my Forbes-Featured Fundraising and Investment Shop Delivers Proven Results: ๐Ÿ† $1B+ Raised (Sequoia, Accel...) for 400+ Startups ๐Ÿ† Assisted 100+ Investors (Tier 1, $10B+ AUM) with $900M+ ๐Ÿ† #1 Consultant on Upwork (VC & PE) / Recognized by Forbes, Bloomberg... ๐Ÿ† 10+ Years of VC and IB Experience / 100% Positive Feedback I provide personalized solutions that make the fundraising and investment process seamless and stress-free. Benefits for Entrepreneurs: ๐ŸŽฏ 3x investor meetings | ๐ŸŽฏ 2x faster round closures | ๐ŸŽฏ 70% reduction in fundraising costs Services for STARTUPS/BUSINESSES: โœ… Silicon Valley-level Pitch Decks, Business Plans, and Teasers โœ… Advanced Financial Models, Business Valuation, and Cap Tables โœ… Investor Sourcing and Fundraising Campaign Management โœ… Market Research and Competitive Analysis โœ… Virtual CFO Support and Strategic Financial Planning Benefits for Investors: ๐ŸŽฏ 60% lower due diligence costs | ๐ŸŽฏ 2x faster reporting | ๐ŸŽฏ 3x deal flow Services for INVESTORS: โœ… Mergers and Acquisitions (M&A) Support (including LBO) โœ… Investment Analysis and Equity Research โœ… Financial Analysis & Due Diligence โœ… Buy-side Financial Modeling & Valuation โœ… Deal Sourcing, Term Sheet Editing FRACTIONAL CFO Services: โœ… Financial Planning and Analysis (FP&A) โœ… Performance Measurement (Power BI Dashboards, Tableau...) โœ… Strategic Advice and Cash Flow Management โœ… Business Analysis and Financial Management โœ… Accounting and Bookkeeping ๐Ÿ’Ž Client Success Stories (400 out of 400 positive feedback received): "Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." โ€” FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs "Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" โ€” Managing Partner at NYC-based VC firm, $210M AUM "Having been through over a year of speaking to M&A brokers, VC firms, and other 'experts,' Giorgi stands apart from the rest by a mile." โ€” AI SaaS CEO, raised $35M Series B - unicorn "Giorgi did an excellent job! Very strong technically and excellent in communication. Could not recommend him more." โ€” VC Investor, $10B AUM ๐Ÿ“ Next Step: Message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________ About Me: With a strong background in venture capital and investment banking, I offer a 360ยฐ perspective on fundraising, financial analysis & modeling, and investment strategy. As a key member of the Investment Ark teamโ€”a one-stop shop uniting fundraising and investment expertiseโ€”I have helped over 500 businesses and investors achieve their financial goals globally. As a senior research analyst at a regional investment bank, I honed my financial modeling and industry research expertise, specializing in investment analysis across various asset classes, including private equity (PE). Crafting business plans, financial forecasts, and confidential information memorandums (CIMs) enhanced my ability to create compelling investment materials. Transitioning into venture capital as a senior financial analyst, I gained invaluable insights into the VC capital raising process, mastering pitch deck preparation and data room management. Evaluating numerous deals daily, I internalized successful strategies for investor sourcing (PitchBook) and outreach, reverse-engineering startup fundraising and investor research processes, and gaining invaluable financial due diligence skills. At Investment Ark, we specialize in: โ€ข Financial Consulting: As your Fractional CFO or Financial Controller, we manage financial operations, provide financial planning, analysis, and strategic guidance. โ€ข Fundraising and Business Development Consulting: Providing end-to-end startup advisoryโ€”including capital raising, creating compelling data room materials, and managing the fundraising process. โ€ข Investment Consulting: Offering investment analysis, investment research, company valuations, and financial due diligence services. โ€ข Business Consulting: Crafting comprehensive business plans, conducting feasibility studies, financial projections, and business analysis to validate your business model. Industry Expertise: โ€ข FinTech / SaaS โ€ข Artificial Intelligence (AI) / Machine Learning (ML) โ€ข Blockchain / Crypto โ€ข Cybersecurity โ€ข Oil and Gas / Renewable Energy / Solar โ€ข E-Commerce โ€ข Healthcare / BioTech โ€ข Real Estate (Residential, Commercial), PropTech โ€ข Consumer Goods / CPG / Manufacturing โ€ข EdTech โ€ข Transportation / EV / Automotive โ€ข Financial Services โ€ข Hospitality / Tourism โ€ข Agriculture / AgTech Feel free to reach out to discuss your fundraising and investment goals.
    Featured Skill Business Cases
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  • $68 hourly
    • 4.4/5
    • (168 jobs)
    Hello there! I'm a fully qualified, award-winning accountant from the UK, with over 24 years of practical experience. I specialise in providing excellent accounting, bookkeeping, and tax services to businesses and individuals. My services include everything from year-end accounts, and personal and business tax matters, through to payroll, accounts clean-up work, and detailed financial analysis. I also excel at budgeting, forecasting, and reporting. I'm AAT licensed and regulated, and a registered HMRC agent. My clients tell me Iโ€™m approachable, responsive, and easy to talk to. I take pride in being able to explain financial data and concepts clearly - I'm always happy to answer questions, provide additional detail, or explain where your figures have come from. Beyond being friendly, Iโ€™m great at what I do! I feel my job success score and customer feedback show that I love my work, and will go the extra mile to add value beyond the basics. If I have any ideas or suggestions as I'm working through a project, or encounter something unexpected, I will always provide feedback and, where appropriate, recommendations to help you. Tools and Expertise: I'm proficient in all industry-leading software, including Xero, QuickBooks, and Excel. Over the years, Iโ€™ve honed my skills in both chartered practice and industry roles, which means I bring a well-rounded perspective to the table. Iโ€™ve been the CFO for a ยฃ10m turnover group and have also worked closely with small businesses and sole traders. I specialised in Audit during my time in practice, which developed my ability to work quickly and accurately, as well as giving me a wide range of experience with business and financial systems and controls. This diversity of experience allows me to adapt my approach to businesses of any size or complexity. Why Work With Me? - Over 24 years of experience in accounting, bookkeeping, and tax services - Fully qualified accountant, licensed by the AAT - Registered HMRC agent with full professional insurance - Proficient in Xero, QuickBooks, and Excel - Skilled in budgeting, forecasting, and financial analysis - Hands-on, approachable, and focused on delivering results Thanks for taking the time to read this. If you're interested in working together, feel free to send me a message by pressing the button in the top right corner. Looking forward to connecting!
    Featured Skill Business Cases
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    Xero
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