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Rating is 4.8 out of 5.
4.8/5
based on 1,087 client reviews
  • $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
    Project Objectives
    Critical Thinking Skills
    Project Insight
    Project Risk Management
    Project Management Professional
    Project Delivery
    Risk Analysis
    Project Scheduling
  • $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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    Presentations
    Data Entry
    Accuracy Verification
    Data Analysis
    Data Visualization
    Forecasting
    Microsoft Excel
    Spreadsheet Software
    Financial Modeling
    Financial Analysis
  • $75 hourly
    Hi, I have 25 (+) years of experience working as a Corporate CFO / CXO for fortune 500 as well as Start-ups & SME’s in India, Middle - east & Asia pacific. Some of my specialities are: • Building up Start-ups, new ventures & SME’s to the next level. • Fund Raising – Have raised more than "US$ 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
    Financial Report
    Venture Capital Consulting
    Management Consulting
    Startup Consulting
    Due Diligence
    Investment Banking
    Financial Projection
    Content Writing
    Company Valuation
  • $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
  • $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
  • $10 hourly
    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: ✓Business ✓Economics ✓Management ✓Accounting ✓Finance ✓Medical ✓Consumer behaviour ✓Marketing ✓Human resource ✓Social science ✓Medical Science Any research work not limited to that. I can do the following Formatting and reference styles ✓APA ✓Havard ✓MLA ✓Chicago ✓IEEE Why choose me? ✓Experienced Research writer / Academic Writer ✓Proven record ✓Expert ✓Timely delivery ✓Unlimited revisions ✓Quality over quantity ✓24/7 available to answer ✓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.
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    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
  • $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
  • $100 hourly
    Hello, My name is Olga Zagidullina, CFA. I am an investment analyst with over 10 years of professional experience in financial modeling, M&A, and investment analysis at Asset Management and Private Equity companies. I focus on preparing financial models/ pitch decks/ business plans/ market research for start-ups in different sectors; analyzing & modeling Private Equity deals; provide other financial modeling and consulting services on demand. My core skills are: -Market research -Financial modeling/ investment analysis -Business/ project valuation -Pitch decks -Business planning. I started as an Investment Analyst focusing on Equity research at RESMI Investment and Financial House, JSC (Kazakhstan). Then I was offered a Lead Analyst position at Investment Banking Department at the same company with a focus on financial modeling, listings & M&As. 3 years later, I was promoted to the Head office of the Group as the Head of the Economics and Investment development department that provided experience of buy-side M&A deals in Kazakhstan in the technology and e-commerce sector. I had a chance to consider many potential targets in the Russian Confectionery and Soft Beverages sectors, as well as Fintech and E-commerce projects. The tasks included supervision over the Group's budget, as well as analytical support of annual and 3-year strategic planning, including financial modeling and macro/sector overviews preparation. I started freelancing in June 2020 and decided to leave my previous employer for full-time freelancing in September 2020. Being sure that knowledge and ethical approach are fundamental to the investment profession, I got my CFA Charter in 2017. I am convinced that my analytical and modeling skills can be helpful for various types of tasks in investment analysis and business planning areas.
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    Financial Projection
    Financial Analysis & Valuation
    Valuation
    Financial Modeling
    Startup Consulting
    Financial Analysis
    Microsoft Excel
    Chartered Financial Analyst
    Investment Research
    Industry Knowledge
    Equity Research
    Business Plan
    Presentations
  • $220 hourly
    “My co-founder and I could not give higher praise to John. Aside from being a complete genius with the numbers, his attitude makes you want to keep him around for the long haul. He always met his deadlines, worked fast, delivered more than we needed by understanding the complexities of our unique startup and made a custom editable projection sheet for us. During stressful times we would reach out and he always made himself available to us immediately to answer investor questions and even drove to meet us several times to walk us through the numbers step by step with incredible patience. Long story short, you can't go wrong with John.” “He is a wizard. Super patient, very knowledgeable. Easy to get along with. Finance and numbers aren't my strong point. He broke everything down for me, created a user friendly finance template that even I understood how to fill out. Will totally hire again! Do you and your business a favor and hire John!” “John was everything I was looking for on this assignment. He totally added value and had the highest levels of responsiveness and professionalism I could ask for. He is also clear about what he can and can't do (as a creative, I can ask for the moon sometimes, lol) and has great communication throughout the process, which makes him easy and a joy to work with. I like working with varsity A-List level players, and John is all that and more. I don't think you can go wrong with him, and I will certainly be engaging him again.” ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Specialize in Startup Finance: Startup finance is completely unique, and, unless you have someone who knows how to work with startups, you’re likely to get a model meant for a larger enterprise. These models might look good, but they fail to capture the details required of startup projections. While larger companies can project growth based on the past, as a startup you need projections built from the ground up to help investors (and your team!) understand the key drivers of your business. I started my financial career working as an analyst for a startup accelerator, and have been working with startups for the past 7 years, helping them fund, launch, and grow their incredible projects. I have worked with startups in SaaS, B2B, B2C, ecommerce, mobile app, fintech, healthcare, retail, media, and real estate, and am always expanding my portfolio. I also work on the investment side, doing analysis projects and projections for Venture Capitalists, and bring that experience to all of my projects. -Custom analysis and analytics: If your company requires custom analytics or business analysis, look no further. I use Excel to analyze data and create custom dashboards that show your business’ Key Performance Indicators, and have created analyses that allow companies to predict Customer LTV and breakeven day for a mobile app, understand what ROAS and CPA targets get them to their cash flow goal, and see opportunities for new product lines to increase LTV. -Models Tailored to Your Business: No two businesses are alike, and no two models I create are alike. I make sure to get to know your business and your team so that the model works for you, and is laid out in a way that makes it easy to understand and use. I make sure to reflect your business in a way that is easily presentable to investors and will help you pitch your business. -Readily Available for Clients: In a lot of ways finance can be like a foreign language. If you come from a non-finance background, it can be tough to understand at first. After completing your model, I’ll walk you through it step-by-step and make sure you fully understand how everything works and that it exceeds your expectations. If you ever have questions on the model, startup fundraising, a new product launch, or anything else, I am always available for my clients. Other facts about me: -I am a CFA Charterholder, and hold an MBA from the University of Southern California -I am an expert user in Excel, and enjoy using the program to create custom analyses for clients. I frequently use Excel for advanced data analysis and statistical modeling that go far beyond typical financial analysis, and love finding new applications for it. -I previously worked on a deal for a professional sports franchise. I also worked on a deal for a craft brewery and a well-known CPG company.
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    Startup Consulting
    Investment Research
    Financial Modeling
    Business Modeling
    Microsoft Excel
    Financial Analysis
  • $100 hourly
    EXCEL: Forecasting and Projections ● Fund/Investment Return Calculations ● Fund Accounting ● DCF/Financial Models ● Data Compilation and Analysis ● Pivot Tables ● Macros ● Sales and Prospect Pipelines ● Project Trackers ANALYSIS: Financial Statement Review ● Valuations ● Investment Opportunity Review ● Financial Planning ● Due Diligence ● Performance Reporting POWERPOINT: Pitch presentations ● Marketing decks ● One pagers / Factsheets ● Product / Service overviews RESEARCH: Market Research ● Competitor Research ● Investment Research ● Comp Analysis WRITING: Business Plans ● Investor Memos ● Case Studies
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    Venture Capital Consulting
    Private Equity
    Company Valuation
    Fund Accounting
    Due Diligence
    Financial Reporting
    Investment Research
    Financial Planning
    Market Segmentation Research
    Microsoft Excel
  • $50 hourly
    I have 25+ years of experience in Technology & Management Consulting, Product &, Project Management, Operation Management, Digital Marketing and Business Development. I have successfully delivered end-to-end products / projects from technology evaluation & selection leading to solution design, development , deployment and support. - Managed a complex end to end operations using ITIL and ITSM processes - Architect'd , Managed and delivered complex SaaS products across various domains - Successfully built product strategy and plans aligned with product goals and objectives - Designed, Developed, Implemented & rolled out 82+ projects / products successfully - Experienced in Budgeting & Forecasting, Revenue Recognition and P&L - Experienced in hiring Teams, managing Delivery, Team Governance, Change & Risk Management and Client Relationship - Experienced in Digital Marketing Skills : - Defining Architecture - Physical & Logical - Requirements Gathering - Use-cases, Wire-framing, Prototyping - Product & Agile Project Management - AI Tools & Development - Technology - Full Stack Web and Mobile Tech Stack - DevOps, CI/CD , Git Process - Data Science - Machine Learning - Total Quality Management – Six Sigma (Green Belt) - Change Management Champion - Quantitative Process Management –Metrics & Corrective Actions I have delivered projects/products both in Web & Mobile development, support, and maintenance services related to AI, Enterprise Portal, Document & Knowledge Management, Content Management, and Bespoke Development. I have vast experience in the following management process areas - Team Management - Scope Management - Quality Management - Schedule Management - Risk & Issue Management - Cost Management - Forecasting & Budgeting
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    Cost Control
    Leadership Skills
    Cloud Computing
    Agile Software Development
    Marketing Management
    Data Science
    Digital Marketing
    Product Management
    Product Development
  • $150 hourly
    My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I have expertise with Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity, Family-Owned and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Demystify Amazon Business Central data and reports - Cohort analysis - Excel modeling - 3 statement econometric models - KPI development and reporting - Managing accounting and bookkeeping staff - Speedy Month-end close best practices - Big Data trend analysis - Reporting gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimizing QuickBooks - Full role fractional CFO or Controller
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    Cost Variance Analysis
    Amazon FBA
    Pricing Strategy Consulting
    Cash Flow Modeling
    Financial Reporting
    Microsoft Power BI
    Shopify
    Inventory Management
    SaaS
    CRM Automation
    ERP Software
    Data Analysis Expressions
    Accounting Software
    Financial Analysis
    Accounting Principles & Practices
  • $70 hourly
    ⭐️10+ Years of experience ⭐️100+ UpWork Clients ⭐️Top Rated Plus freelancer with a 100% Job Success score ⭐️Strong accounting and finance background My experience involves working for PricewaterhouseCoopers (“PWC”) for 3 years, in the field of accounting, reporting, and consulting. In addition, I’ve been a Business Consultant, Controller, and Business plan writer for over a decade. My strength is translating the business world into numbers, as well as, creating a story around it. I have created numerous business plans, financial plans, budgets, and 3-statement models. What you can expect: 🤝🏻Step 1 – Initial introductory call/chat This allows us to meet each other, and answer any open questions related to the project in order to define clear expectations. 📝Step 2 – Proposal That includes clear deliverables, a detailed timeline, and a total price ✅Step 3 - Getting the job done This includes regular updates on the progress made. As every business is unique, I believe custom financial models and business plans are the way to go. Therefore, I do not use any templates. My goal is to provide high-quality service and make sure that you are satisfied. The best proof of that is my reviews. Should you have any additional questions, feel free to reach out!
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    International Financial Reporting Standards
    Business Modeling
    Bookkeeping
    Article Writing
    Startup Consulting
    Microsoft Excel
    Financial Reporting
    Financial Analysis
    Valuation
    Financial Modeling
    Financial Planning
    Business Plan
  • $97 hourly
    I provide fractional CFO and FP&A services, supporting small and mid-sized firms, start-ups and those companies looking to raise capital. Our fractional CFO and FP&A services include: Budgeting and forecasting Financial performance review Monthly reporting Cash flow management Custom dashboards and data analytics (Excel & Power BI) Custom KPI tracking and reporting Growth Strategy Sensitivity and scenario analysis For those companies looking to raise capital: Institutional-grade financial model Company Valuation Cap table Investor pitch deck support Financial/Investment analysis M&A analysis Ratio and ad hoc analysis About me: My 14+ years of experience in investment markets, working across Investment Banking, Private Equity and Venture Capital, puts me in a solid position to support your financial and strategic needs. I have worked with both public and private companies in the US, UK and Australia, across various industries, including: SaaS E-commerce Tech hardware Retail Digital content and marketing Fintech Agriculture I have a Bachelor of Business (Finance Major) and am a Charted Financial Analyst (CFA) level 3 candidate.
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    Venture Capital
    Chartered Financial Analyst
    Financial Modeling
    Sensitivity Analysis
    Company Valuation
    Capital Markets
    Financial Analysis
    Ratio Analysis
    Equity Research
    Data Analytics
    Microsoft Excel
    Microsoft Power BI
  • $95 hourly
    With over 10 years of expertise in Business Strategy and Finance, I'm here to help you secure the investments you need to fuel your business growth and carve out a success story worth celebrating. I'm committed to delivering exceptional results that mirror your vision. Let's team up to unlock your business's potential and achieve remarkable growth. Industry Expertise: Artificial Intelligence, Software-as-a-Service (SaaS), Media & Entertainment, Education, Healthcare, Energy & Natural Resources. I've successfully delivered projects for a wide range of clients – from small businesses, and ex-NBA athletes, to industry leaders and major consulting firms. Here's what Upwork clients have said about working with me: ⭐⭐⭐⭐⭐ "Kailash was a godsend; for a small expanding business having someone who understands your vision is very important. Kailash assisted with our business plan, financials, and our P&L statements for the year which were a huge part in getting funded for our seed round." ⭐⭐⭐⭐⭐ "This was an enjoyable experience! Communication was phenomenal and Kailash took his time to understand every detail of my business to provide a business plan, financials, and pitch deck that showcased the vision of my Startup’s business model." Here's a snapshot of what I offer: 💼 For Startups and Entrepreneurs: Engaging Pitch Decks Comprehensive Business Plans Persuasive Executive Summaries and Investment Memorandums 💼 Corporate Finance, FinOps, Financial Modeling, Projections & Forecasts: Pro Forma and GAAP-compliant Financial Models Equity Research, Risk Valuation, DCF Modeling, IRR, and ROI Modeling 🖋️ Business Content Writing: Engaging Articles with Visual Enhancements Career Highlights: Top Rated Business Consultant at Upwork Former Google Cloud Lead FP&A involved in significant acquisitions Successfully crafted multi-year budget plans and forecasts Let's connect and discuss how I can contribute to your success. Thank you, Kai
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    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
  • $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
  • $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!
    vsuc_fltilesrefresh_TrophyIcon Business Cases
    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
  • $49 hourly
    As an honored professional having gained 15 years of experience in Business Process Improvement and Optimization, I am skilled in Workflow Design, Workflow Automation, Business Analysis, and Project Management. Through Implementing Process Automation Strategies (Among Other Things), AI Integration (Such as ChatGPT, Gemini, Bard), and CRM Implementation, I have FIRMLY proved my worth to my clients and saved Over $1 MILLION for them. 🚀💼💰 Top 1% Upwork EXPERT-VETTED for Business Scalability Strategy, catching the net above half a million dollars through (Upwork, Agency & Linkedin). 💪💼💰 My expertise spans: ✔️ Project Managing with Clickup, Monday.com, Asana, Jira, and Trello will be on the agenda. 📊💼 ✔️ Automation of Workflow through Zapier, Pipedrive, Active Campaign, and GoHighLevel. 🤖⚙️ ✔️ Through OKR and BPA coaching, we intend to boost the performance of your business. 📈💡 ✔️ CRM Setup and extensive experience working with Monday.com, HubSpot, Pipedrive, ActiveCampaign, and Sales Force. 💻📈 If you’re looking for cutting-edge solutions to Scale, Grow your business Streamline Processes, and ultimately achieve Efficiency in your business operations, you have come to the right place. Utilize my deep knowledge as the catalyst for your organization’s growth and prosperity, having AI (Artificial Intelligence) in the mix of things. 🌟💡 I encourage you to prioritize the highest quality workmanship for your business growth and automation project. Let's Connect! 🤝🚀
    vsuc_fltilesrefresh_TrophyIcon Business Cases
    Process Improvement
    Process Optimization
    Project Management Professional
    Project Workflows
    Project Management
    Marketing Operations & Workflow
    Automated Workflow
    ClickUp
    Zapier
    ChatGPT
    Automation
    Project Plans
    Business Operations
    Business Process Management
    Business Analysis
  • $99 hourly
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $50 hourly
    Professional with 13+ years of experience working with startups and growth companies in developing, leading and implementing strategy and business operations, business planning and development, fund raising, networking and building strategic partnerships with key stakeholders. With experience in VC firms, investment banks, and startups, plus an MBA from a top US institution, I have served over 150 global clients successfully. I have proven track record of facilitating companies in securing multimillion-dollar funding rounds. My services on Upwork have earned me all 5-star feedback from my clients, highlighting my ability to deliver QUALITY work CONSISTENTLY. My clients appreciate my dedication to taking complete ownership of their work, maintaining CLEAR and frequent COMMUNICATION, and consistently delivering on agreed-upon timelines. As their TRUSTED consultant, I strive to be their go-to resource for any and all business needs. SERVICES OFFERED - Market research, analysis and report writing - Business strategy and planning - Financial Modelling, analysis, budgeting, tracking, valuation - Business Development and go to market strategies - Pitch deck, investor collaterals and overall fund raising support - Networking, finding collaboration and partnerships - Team building - Project Management - Operational Planning and support I invite you to take a look at my client reviews to gain insight into the level of service and satisfaction that I consistently provide. In addition to my professional expertise, I take pride in being FRIENDLY and approachable, making me easy and enjoyable to work with. Please don't hesitate to reach out to schedule a call. I look forward to discussing how I can assist with your business needs. Message me to see my work. I would love to share samples with you.
    vsuc_fltilesrefresh_TrophyIcon Business Cases
    Accounting
    Project Budget
    Project Management
    Market Research
    Business Valuation
    Venture Capital Consulting
    Startup Consulting
    Pitch Deck
    Financial Analysis
    Fundraising
    Financial Modeling
    Microsoft Excel
    Microsoft PowerPoint
    Business Plan
  • $70 hourly
    I have over 20 years’ experience with project management, business analysis, process improvement, and change management where I have delivered multiple successful project results. Responsibilities have included: * Managing teams of business, analytical, and/or technical members * Defining servicing needs and related operational requirements * Ensuring ongoing scalability and supportability of the implementation * Understanding the customer and/or user experience * Documenting key processes, user stories, and use cases * Driving change management efforts - which included training I am a highly motivated, detailed-oriented individual with excellent problem solving, analytical, and interpersonal skills. I possess excellent written and verbal communication skills along with proven leadership. I have a comprehensive understanding of Project Management methodology (both Waterfall & Agile) and have used different tools to manage projects - Wrike, Basecamp, TeamworkPM, Asana, Pivotal Tracker, and MS Project. Also have utilized other tools for managing teams and analysis i.e., MS Office Suite (Word, Excel, etc.,), Visio, LucidChart, Mind Manager, XMind, Google Suite, and other Windows-based applications.
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    Project Management
    Product Management
    Process Improvement
    Software QA
    Strategic Plan
    Data Analysis
    Content Management
    Change Management
    Business Analysis
    Business Process Modeling
  • $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.
    vsuc_fltilesrefresh_TrophyIcon Business Cases
    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
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    Financial Modeling
    Financial Analysis
    Financial Management
    Financial Accounting
    Presentations
    Microsoft Excel
    Cost Analysis
  • $60 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.
    vsuc_fltilesrefresh_TrophyIcon Business Cases
    Leadership Skills
    Research & Strategy
    Project Scheduling
    Project Management
    Customer Support
    WordPress
    Video Editing
    Photo Editing
    Graphic Design
    Translation
    Web Design
  • $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
    vsuc_fltilesrefresh_TrophyIcon Business Cases
    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Business Modeling
    Process Improvement
    Product Design
    Product Management
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