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4.8/5
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  2. Finance & Accounting Talent
  3. Management Consultants
  4. (Current) Business Modeling Specialists
  • $45 hourly

    • 5.0/5
    • (208 jobs)
    With experience from 200 completed projects, including helping a client successfully raise $1.4 million in funding through a custom financial model, I develop tailored financial solutions to meet your business needs. Whether you are a startup or an established company, I can translate your business idea into a comprehensive Excel model. What I Can Do for You: • Excel Financial Models: Transform your business concepts into dynamic models, whether top-down or bottom-up, based on your preference. • Business Valuation: Utilizing DCF, venture capital, and market comparables methods. • Investor Engagement: Help you capture investor interest by showcasing your business potential. • Ongoing Support: Beyond project completion, I offer continuous support to ensure the models meet your evolving business needs. • Integration with QuickBooks/Xero: Integration of your accounting data for continuous rolling forecasts. My Approach: • Listening and Understanding: I start by understanding your business model and goals, ensuring that every aspect is captured in the financial model. • Dynamic and Custom Solutions: I create advanced, dynamic models to solve your specific challenges. Test all kinds of scenarios by editing simple inputs and review results with dynamic dashboards. • Diverse Sector Experience: From macadamia nut farming to hardware-as-a-service, I have worked with a variety of industries, providing tailored financial insights. The key goal is to develop the optimal solution for you. Since every company and business is unique, my focus is on actively listening to you. By understanding each aspect of your company and every objective you have, I can develop a clear path to achieve them. Let's collaborate to drive your business to success! Here’s what my clients have to say: • “Nemanja is all around terrific. He works super fast, is super responsive, and is super creative. No mistakes ever. He helped us build a very complicated integrated financial model... Nemanja is one of the top 1% modelers I have worked with in the last 20 years.” – E-commerce Startup Founder, Ex-Investment Banker • “Nemanja worked closely with me to create an advanced financial forecast on Excel... I pitched several investors and successfully received commitment for tens of thousands of dollars in angel investment!” – Startup Founder
    Featured Skill Business Modeling
    Valuation
    Forecasting
    Startup Company
    Financial Analysis
    Financial Analysis & Valuation
    Startup Consulting
    Cash Flow Modeling
    Cash Flow Analysis
    Financial Modeling
    Financial Planning
    Company Valuation
    Pro Forma Statement
    Financial Report
  • $165 hourly

    • 5.0/5
    • (169 jobs)
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
    Featured Skill Business Modeling
    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • $250 hourly

    • 5.0/5
    • (95 jobs)
    PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.
    Featured Skill Business Modeling
    Fundraising
    Executive Summary
    Growth Strategy
    Analytics
    Corporate Strategy
    Business Presentation
    Startup Consulting
    Venture Capital Consulting
    Entrepreneurship
    Financial Analysis
    Strategy
    Financial Modeling
    Business Plan
  • $240 hourly

    • 4.9/5
    • (120 jobs)
    I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.
    Featured Skill Business Modeling
    Communications
    Business Plan
    Marketing Strategy
    Corporate Strategy
    Corporate Brand Identity
    Business Coaching
    Business Management
    Product Marketing
    Product Management
  • $85 hourly

    • 5.0/5
    • (157 jobs)
    Brianna has extensive experience helping clients design their company brands and collateral. Today, she is firmly committed to helping companies build their businesses and raise capital. Brianna has held prominent graphic design and marketing roles throughout her career and has helped grow several start ups from the ground up. Brianna has been successful in helping numerous companies implement marketing and branding campaigns. She is a graduate of the University of Delaware.
    Featured Skill Business Modeling
    Fundraising
    Sales Presentation
    Marketing Presentation
    Financial Presentation
    Presentation Design
    Adobe InDesign
    Adobe Illustrator
    Adobe Photoshop
  • $95 hourly

    • 5.0/5
    • (27 jobs)
    ✅ Upwork Top 1% Talent ✅ Expert Vetted With more than 20 year’s global experience as a Senior Management Consultant (ex-IBM), I specialize in strategic planning, organizational design, and operational alignment. Through visualization and modelling, I help business leaders translate strategy plans into effective implementation programs and deliver key results. My primary skill areas are: ⭐ Business Analysis ⭐ Strategy Planning and Operational Alignment ⭐ Business Modelling ⭐ Organizational Design ⭐ Business Process Design and Reengineering I am also a Certified Business Architect as well as the author of multiple whitepapers, articles, and implementation guides covering the strategic alignment of business, operations, and IT. Finally, take a look at what my Upwork clients are saying about my work: "Stephen once again went above and beyond in terms of delivering a top quality report to exacting standards, remaining calm and professional in the face of constantly shifting client requirements." - Nov 2024 "Stephen was a lifesaver! He helped me rescue a project that was at risk of failure by being able to see the bigger picture before identifying the structural changes that quickly needed implementing. He showed great attention to detail and I could always depend on him to complete the jobs to a very high standard and with a fast turnaround time." - Jan 2024 "Stephen was a pleasure to work with. He took the time to make sure he understood our vision so he could create the right deliverable. He was great at communicating and was always available if we had questions. Working with him was a good experience all around." - Aug 2023 "Stephen has an uncanny ability to dissect issues and uncover insights that elude other freelancers. His suggestions and recommendations worked like magic. I highly recommend." - Feb 2023
    Featured Skill Business Modeling
    Change Management
    Operational Planning
    Business Process Modeling
    Business Plan
    Project Management
    Research & Strategy
    Business Strategy
    Business Operations
    Strategic Plan
    Strategy
    Organizational Design & Effectiveness
    Business Consulting
    Management Consulting
    Business Analysis
  • $40 hourly

    • 4.9/5
    • (67 jobs)
    My focus is to define client needs, clarify requirements, provide solutions, visualize and document them. This narrow list of services allows my clients to feel confident about receiving what they expect as a result of software development. 🚀My expertise includes:🚀 🔥 Translate product strategy into product requirements 🔥 Defined product key selling features 🔥 Identified and described in detail all the necessary features of your product 🔥 Write user stories, SRS and BRD 🔥 Build project roadmap and backlog 👨🏻‍💻Problems I help to solve: ✅ Endless scope (features) ✅ Meet the cost you didn't expect ✅ Not defined and measurable project expectations ✅ Missed market launch Deliverables you could expect from me: 👉 SRS 👉 BRD and FRD 👉 Use Case and Process Flow Diagrams 👉 User Stories Sound like exactly what you need? Feel free to get in touch about your project and see how I can help you 👍🏻 🧰 Tools: Figma, Notion, Miro, Draw.io, Jira, Confluence, Whimsical, Clickup, LucidChart, MS Visio, Asana, XMind, Trello. 🧰 Domains: E-Commerce, FinTech, Logistics, Warehouse, Supply Chain, Trucking, Transportation, Healthcare, E-learning, Wellness and Beauty, AdTech, Retail, Real Estate, CRM, SaaS, ERP. 🧰 Skills: Requirements Gathering, User Story, Scope Management, Product Roadmap, Product Backlog, Change Management, Competitor Analysis, Feature Definition, Stakeholder Analysis, Functional Requirements, Non-Functional Requirements, Business Requirements, Market Research. 🧰 Tech: MVP, Prototype, Agile, Scrum, Kanban, SDLC, SWOT.
    Featured Skill Business Modeling
    Business Process Modeling
    Software Specifications
    Requirement Analysis
    Product Requirements Document
    Technical Documentation
    Software Documentation
    User Stories
    Requirement Management
    Requirements Specification
    Product Strategy
    Product Roadmap
    Product Backlog
    Product Management
    Business Analysis
  • $150 hourly

    • 5.0/5
    • (126 jobs)
    🥇 𝙀𝙓𝙋𝙀𝙍𝙏 𝙑𝙀𝙏𝙏𝙀𝘿, among the 𝐓𝐨𝐩 𝟏% of Finance consultants. 💯 🎤Featured on 𝙁𝙤𝙧𝙗𝙚𝙨, 𝙉𝙖𝙨𝙙𝙖𝙦, CEO weekly, etc. I have advised 𝟏𝟐𝟎+ 𝘁𝗲𝗰𝗵 companies and helped raise 💰$𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 💰 in funds for my clients within the past four years. 📞Invite me to your job and book a 𝙘𝙤𝙢𝙥𝙡𝙞𝙢𝙚𝙣𝙩𝙖𝙧𝙮 30-minute 𝘾𝙖𝙡𝙡📞 ✨I help CEOs/Founders understand the financial impact of their decisions on the business. My specialty are subscriptions ( SAAS), e-commerce, Tech,AI,Healthcare, Government, and Real estate .✨ 𝗖𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀 on my clients prove between 𝟭𝟬𝗫 𝘁𝗼 𝟯𝟱𝗫 return on their investment on pricing & revenue services.📈 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 𝟱 𝗼𝘂𝘁 𝗼𝗳 𝟱 ⭐⭐⭐⭐⭐ “The financial expert for non-financial people! Zahra was splendid to work with and provided exactly what I needed to help me attract new investors into my business. She created a full financial business model for me and helped me understand my business and its potential so much more. Well worth the investment! I can’t recommend her enough, especially if you’re a startup or looking to take your business to the next level.” 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘: I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. 🛠𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast​ , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel Modeling
    Featured Skill Business Modeling
    Forecasting
    Business Valuation
    AI Consulting
    Investment Banking
    Financial Analysis
    Venture Capital
    Business Planning & Strategy
    Financial Projection
    Mergers & Acquisitions
    Pricing
    Pricing Strategy Consulting
    Financial Modeling
    SaaS
    Fundraising
  • $160 hourly

    • 5.0/5
    • (339 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    Featured Skill Business Modeling
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $89 hourly

    • 4.8/5
    • (496 jobs)
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
    Featured Skill Business Modeling
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Financial Report
  • $60 hourly

    • 4.9/5
    • (328 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    Featured Skill Business Modeling
    Corporate Finance
    Financial Modeling
    Process Improvement
    Business Process Reengineering
    Business Process Modeling
    Financial Management
    Financial Analysis
    Business Plan
    Business Analysis
    Strategic Plan
  • $120 hourly

    • 5.0/5
    • (19 jobs)
    - Top-Rated Fractional CFO / Financial Modeling / M&A Specialist - Helped 50+ startups develop financial models that led to $100m+ raise from top VCs - 7+ years of private equity and venture capital experience - Investment banking experience at Goldman Sachs | INSEAD MBA -------------------------------------------------------------------------------------------------------------------------- "Sadaf is an abosulte gem! He provided the work and the help needed and fit me in his busy schedule for a very tight deadline of mine. He knows what he's doing and goes above and beyond with the help." "Sadaf is a safe pair of hands and provided excellent leverage. In a short period he was able to learn about the organisation, grasp the key issues and start adding value. He has a mature and professional view of the M&A world and a structured approach to issues." "Everything went super smooth from start to finish with timely delivery. Syed was easy to work with especially concerning the US timezone difference." "Sadaf is a great and experienced financial advisor who quickly understood my questions and needs and proactively added all the other agenda items i did not know i needed answers to." "Great in-depth analysis. Good financial modelling skills and research capability. Stuck to the task perfectly." "Reliable, friendly, and most importantly - business savvy. Excellent engagement!" "Syed delivered a good work on the business plan and deck and its exactly what we looking for. Will continue to engage him for sure."
    Featured Skill Business Modeling
    Corporate Finance
    Mergers & Acquisitions
    Business Strategy
    Investment Research
    Private Equity
    Business Valuation
    Financial Accounting
    Asset Management
    Venture Capital Consulting
    Investment Banking
    Company Valuation
    Financial Modeling
  • $120 hourly

    • 4.9/5
    • (247 jobs)
    𝗧𝗼𝗽 𝟭%; 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗨𝗽𝘄𝗼𝗿𝗸'𝘀 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 ✅ Over 200 projects, 100% rating, $1BN+ raised by my models, $400k+ earned on Upwork, 1 week turnaround on most models! Why you should hire me: 1) Dedicated financial modeling consultant: By focusing exclusively on financial modeling, I provide the highest possible value to my clients. This focus has allowed me to become highly efficient at modeling, which results in higher-quality models at a lower overall cost. 2) Developer-level expert in Excel and VBA. By leveraging deep expertise in both Excel and VBA, I am fully capable of harnessing all of Excel's functionality in ways that are not possible without fluency in VBA coding. 3) Industry knowledge. I have worked with 500+ companies from virtually every industry. I am particularly well-versed in Fintech/lending, Energy, SaaS/HaaS, Ecommerce, Asset Management, Real Estate, and Logistics. 4) $1BN+ debt and equity raised. My modeling approach has been battle-tested in successful investment rounds across every stage, including multiple Series B and A rounds, one unicorn, and multiple businesses with $100 million+ in ARR. 5) Wall Street-trained financial analyst and CFA Charterholder. My expertise is backed by education and training from top a Wall Street analyst program, ensuring my models incorporate industry best practices and meet the highest standards.
    Featured Skill Business Modeling
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Valuation
    Financial Analysis
    Business Plan
  • $28 hourly

    • 5.0/5
    • (86 jobs)
    AREAS OF EXPERTISE • MS Excel - data modelling, data analysis, data manipulation, data presentation; • Business Analytics - mathematical representation of business processes, data structuring, algorithmic thinking and description of relationships; • Supply Chain – purchasing process, pricing models development, inventory management, customs and logistics, Incoterms, business partners search, correspondence and negotiations, clinical trial supply forecasting; • Project Management/MS Project - tasks dependencies, WBS, project planning and scheduling, budgeting, resources allocation, procurement scheduling, communication planning and control, project progress tracking; • Corporate Finance – financial statements, financial forecasting, financial modelling, cash inflow/outflow control, internal controls.
    Featured Skill Business Modeling
    Inventory Management
    German
    Polish
    Google Sheets
    Product Sourcing
    Supplier Search
    Forecasting
    Supply Chain Management
    Economic Analysis
    Business Mathematics
    Management Consulting
    Business Analysis
    Financial Modeling
    Microsoft Excel
  • $70 hourly

    • 4.9/5
    • (191 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    Featured Skill Business Modeling
    Business Proposal Writing
    Venture Capital Consulting
    Business Valuation
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $175 hourly

    • 4.9/5
    • (111 jobs)
    Your B2B business is growing but you don't feel in control. You want to launch a new product or startup but are unsure of the next steps. Growth is uneven. I’ve been there too. It's often about bringing Clarity to Clutter! TESTIMONIALS FROM SOME OF MY CLIENTS: “George has been an outstanding partner in developing a well thought out and effective business plan” “He has been a valuable advisor and coach for my business. George has helped me think through and put in place systems for realizing more predictable growth and managing more growth profitably.” “George was great to work with. He has great business knowledge and had awesome ideas and insights.” “Excellent business writer, very knowledgeable and extremely communicative.” NOT MANY FREELANCERS HAVE SUCH DIVERSITY OF EXPERIENCE AND ABILITY TO DELIVER VALUE... Business leaders need partners that can bring a seasoned perspective but also deliver what’s needed today. You need help to focus on what’s most important today, fix it, and then move on to the next area. My clients have built momentum for a new product or new business launch. They have turned their operations around to regain the growth and profit momentum they once had. For the last three decades, serving as an operating executive and consultant, I’ve learned that leaders know when they need help. The bigger problem can be defining the problem and identifying the right help to address it. When stuck, you need perspective and insight. Someone that has been where you are, that can quickly see what you’re facing, and offer valuable input. But, having only advice doesn’t always move the needle. You need value delivered to help regain or build momentum. Here are a few examples: •Writing a business plan –for a startup, restructuring or launching a new product begins with grasping the vision, considering all elements that contribute to or inhibit success, modeling financially, and then constructing a story that simply and realistically communicates this to investors, partners, customers or employees. •Startup plans – keep it simple, testable, and flexible until customer value is identified, with a low-cost, scalable business model. •Investor presentations – tell a compelling, understandable and emotional story that resonates. •Market research – identify the market segments and customer influence points before launching. For non-profits its developing campaigns that target all the constituencies. •Go to Market plans – taking a product or service to market needs well-designed marketing and sales programs that are cost-effective and coordinated. •Operational improvement – identifying what’s working and what needs changing, positioning for growth or stability, declaring the key metrics that indicate progress. •Financial projections - modeling change that manages cash flow and projects profits aligned with the vision. For non-profits, it’s starting from the beginning each year to identify the funds needed. Your business needs constant care and continuous change. Staying focused on what’s most important until it’s addressed is one of the biggest challenges you face. My broad perspective helps me keep you laser-focused. I could go on and on. I am a student of business and love to dig deep and share ideas. But I'd rather hear about what you’re facing today... To be candid, I stay busy and rarely have time to take on a new client. Even then, I screen very carefully to make sure it's a good fit. So if you need something in a rush, done cheap, or doesn’t require much thinking, please look elsewhere. It will save us both time and energy. Otherwise, feel free to contact me using one of the buttons at the top of the page, and I'll do my best to get back to you ASAP. Best, George
    Featured Skill Business Modeling
    B2B Marketing
    Corporate Strategy
    Business Analysis
    Business Writing
    Startup Consulting
    Business Planning & Strategy
    Business Coaching
    Business Plan
    Financial Analysis
    Management Consulting
  • $85 hourly

    • 4.8/5
    • (48 jobs)
    Business Plans | Financial Models | Investor Pitch Decks | Management Consulting - Startup Consulting - Fin-tech- Private Capital Markets - Blockchain - Financial Modeling - Real Estate - Private Equity - Investor Packages - $250 million in seed, equity & debt capital raised An accomplished professional with 15 years of experience in Asset Management, Private Equity, Limited Partnerships, Real Estate, Re-positioning strategies (Leveraged buyouts & Debt Restructuring), Fintech start-ups (Prop-tech & Mortgage tech), & Blockchain research for exempt market dealers and private capital markets. Consultation Methodology Discovery - Develop a deep understanding of your vision, processes, business needs, project scope & timelines Analysis - Structure the deliverable based on analysis, solutions, strategic overhauls needed for successful completion of the project Recommendation - Provide data-driven insights and justifications for recommendations. Gather feedback and implement changes Advisory - Empower you to implement and execute with on-demand advisory services. Key deliverables include Strategy consulting ( Business plan creation, market penetration strategies, capital stack, financial modeling and forecasting, business development & sales, KYC/AML for Money Service Businesses, Crowdfunding - OSC 45-108) Business model design and consultation (SaaS, Marketplace, Freemium, Subscription, Bundling, Product to Service to name a few) Customer Acquisition Strategies Financial modeling Market Research, White papers for STO’s, blockchain offerings. Pitchbook design and investor packages. Sector Focus Real Estate Development (Mixed-use, multi-family, Student housing, Long-term Care Residences, Hospitality), Land Banking, Development Pro-forma, Valuations, Capital Stack Advisory Financial Services / Fin-tech - Prop Tech and Mortgage Tech, Payment Technology, Mobile-only banking models, Commercial Banking Professional services / Franchisee models Technology start-ups (SaaS financial models)
    Featured Skill Business Modeling
    Financial Writing
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Microsoft PowerPoint
    Business Writing
    Financial Report
    Research Papers
    Financial Modeling
    Financial Presentation
    Real Estate
    Financial Analysis
  • $100 hourly

    • 5.0/5
    • (254 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. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.
    Featured Skill Business Modeling
    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
  • $175 hourly

    • 5.0/5
    • (11 jobs)
    𝗤𝗨𝗜𝗖𝗞 𝗙𝗔𝗖𝗧𝗦 🏆 8+ Years of Financial Leadership and M&A Experience 🏆 $12+ Billion in Completed M&A Transactions 🏆 $50+ Million in Managed Client Cash Flows 𝗙𝗥𝗔𝗖𝗧𝗜𝗢𝗡𝗔𝗟 𝗖𝗙𝗢 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Budgeting & Forecasting ✅ Cash Flow Management & Modeling ✅ Financial Reporting & Analysis ✅ KPI Implementation & Monitoring ✅ Financial Infrastructure & Tech Stack ✅ Capital Raising & Advisory 𝗠&𝗔 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Business Valuations (LBO, DCF, Multiples, Precedents, etc.) ✅ Marketing Materials (Teaser, CIM, Management Presentation, etc.) ✅ Due Diligence Support (Buy-Side / Sell-Side) ✅ Data Room Preparation & Management ✅ Process Execution ✅ Structuring & Negotiations 𝗢𝗧𝗛𝗘𝗥 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Financial Modeling ✅ Strategic Planning ✅ Start-Up Consulting ✅ Pitch Decks ✅ Data Analytics ✅ Market Research 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 🎯 Manufacturing 🎯 Business Services 🎯 Paper, Plastics & Packaging 🎯 Food & Beverage 🎯 Transportation & Logistics 🎯 Consumer Products 🎯 Cannabis 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘 I have 8+ years of experience across multiple financial leadership and M&A advisory roles. In January 2023, I founded SellSideCFO, a boutique fractional CFO service that provides financial management and M&A advisory services to businesses with less than $25 million in revenue. Prior to SellSideCFO, I served as the Director of Corporate Strategy for Mammoth Distribution, a leading cannabis company in California with more than $70 million in annual revenue. While at Mammoth Distribution, I led strategy development, revamped financial reporting capabilities, evaluated M&A opportunities, integrated the acquisition of Spacestation, and served as a liaison to institutional investors. Prior to joining Mammoth Distribution, I was the Director of Finance & Operations for Spacestation, the world’s largest contract manufacturer of cannabis beverage products. While at Spacestation, I professionalized the company’s financial management and operational capabilities leading to a record year for revenue and profitability. I was also responsible for leading the company’s multiple 8-figure sale to Mammoth Distribution. Prior to joining Spacestation, I was an Associate at Rothschild Global Advisory, a leading global investment bank. While at Rothschild, I worked on 25+ mandated M&A transactions that comprised more than $12 billion in completed deal value. I graduated magna cum laude from DePaul University (Chicago, IL) with a double major in Finance and Economics. I currently live in Florida where I enjoy training for triathlons, playing golf, and escaping to the beach in my free time.
    Featured Skill Business Modeling
    Decision Making
    Due Diligence
    Business Valuation
    KPI Metric Development
    Startup Consulting
    Business Writing
    Financial Projection
    Business Planning & Strategy
    Business Presentation
    Process Improvement
    Data Analysis
    Financial Analysis & Valuation
    Financial Modeling
    Mergers & Acquisitions
    Management Consulting
  • $40 hourly

    • 4.8/5
    • (707 jobs)
    🎯 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. ✅ 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 ✅ 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 Modeling
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $60 hourly

    • 5.0/5
    • (154 jobs)
    ✦ Delivering expert valuations and financial insights to empower data-driven decisions and strategic growth ✦ ✅ TOP RATED PLUS ✅ Certified Valuation Analyst (CVA) Candidate, NACVA, Salt Lake City, Utah ✅ MBA from Webster University, San Diego, California ✅ B.Sc. Aeronautical Engineering Technology from Purdue University, West Lafayette, Indiana Expert in Valuations, Financial Modeling, and Investor-Ready Deliverables With advanced skills in financial modeling and valuation, I specialize in delivering precise and actionable insights to help businesses assess their worth, attract investors, and make informed decisions. My work has enabled clients to secure millions in funding through comprehensive, interactive financial models, valuations, and strategic analysis. I provide: Business Valuations: Leveraging financial and market data to deliver certified, investor-trusted valuations. Advanced Financial Modeling: Interactive, easy-to-use models with full financial statements, projections, and key metrics tailored to Angel Investors, VCs, and Banks. Investor-Ready Materials: Professional-grade pitch decks, business plans, and feasibility studies. Strategic Financial Analysis: Offering insights into growth potential, risk assessment, and ROI optimization. Why Work With Me? ✅ Bilingual Expertise: Fluent in English & Arabic. ✅ Client-Centric Approach: I am committed to delivering on time with regular project updates to ensure your satisfaction. ✅ Trusted Partner: My analytical rigor, combined with an eye for detail, ensures every project meets the highest standards of quality. Whether you're seeking valuation services, financial projections, or investor-ready deliverables, I have the expertise and tools to bring clarity and confidence to your financial decisions. Let’s work together to achieve your goals.
    Featured Skill Business Modeling
    Feasibility Study
    Cash Flow Modeling
    Financial Report
    Business Plan
    Budget Planning
    Business Consulting
    Financial Plan
    Market Research
    Business Planning & Strategy
    Financial Model
    Contract Drafting
    FinTech Consulting
    Strategy
    Management Consulting
    Business Valuation
  • $150 hourly

    • 4.9/5
    • (178 jobs)
    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
    Featured Skill Business Modeling
    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Process Improvement
    Product Design
    Product Management
  • $150 hourly

    • 4.7/5
    • (88 jobs)
    Raising money as a startup is hard work! The amount of collateral required (one-pager, pitch deck, business plan, financial projections) is massive. And if that's not enough the knowledge required to actually approach and close rounds with angels and VCs is another huge hurdle. With 13 years of entrepreneurial experience and 3 exited startups, I know what investors are looking for when analyzing startups. Whether it be a business plan, pitch deck, financial model, or term sheet, I'm here to help you create the collateral that will get investors' attention. You only get one chance to impress an investor, don't waste it! Utilizing these tools improves your chance of fundraising success. I work with my clients to ensure that their investor materials anticipate and address the questions and concerns that investors may present. I have completed pitch decks and fundraising (Pre-Seed to Series C) for over 300 companies including my own funded and exited startups. I specialize in knowing what accelerators are looking for (Y-Combinator, TechStars, TechCrunch Disrupt, 500 Startups, SOSV). I am an extremely detail-oriented and fast worker. Additionally, I am a growth hacker who can help you acquire and cater to your first users by putting together completely customized marketing plans and helping you execute them out. I specialize in: - Business Consulting - Business Plan Writing - Pitch Decks - One Pagers - Financial Projections - Pre-launch Feasiblity Studies - Venture Capital Strategy - Marketing & User Acquisition Plans - Market Sizing - Competitor Analysis. I'm looking forward to connecting with you and helping you on your journey to startup growth and success!
    Featured Skill Business Modeling
    Venture Capital Consulting
    Pitchbook
    Startup Consulting
    Business Plan
    Fundraising
    Management Consulting
    Financial Modeling
  • $93 hourly

    • 5.0/5
    • (30 jobs)
    Summary: * Strategic operations leader based in UK with over a decade of experience scaling startups and tech companies in B2B Technology / Software / SaaS * Specialise in designing and implementing scalable systems and processes that drive growth, streamline operations, and harness the power of AI. * Proven track record in delivering data-driven solutions that boost revenue, optimise workflows, and enhance team performance. Key Accomplishments: 📈 Scalable Growth: Designed and implemented RevOps frameworks that scaled teams from 0 to 30 and from 50 to 500, supporting ARR for first $1M to over $30M 🤖 AI Integration: Deployed AI-powered automation tools (e.g., ChatGPT, Zapier AI Agents) to cut manual effort by 40% and increase lead generation by 5x 🎯 Operational Excellence: Implemented OKR frameworks that aligned cross-functional teams and drove revenue growth of $2M within 12 months. 💼 Process Optimisation: Streamlined CRM and operational workflows to reduce data entry and increase sales pipeline velocity by 40%. What I Offer: * Fractional and interim operational leadership roles (COO, Head of Operations, Director of Strategy) * Expertise in AI-driven process automation and RevOps optimisation * Proven ability to create scalable systems, drive strategic planning, and deliver measurable growth * Collaborative approach with a strong focus on data-driven decision-making ✅ 100% 5 Star Feedback ⭐⭐⭐⭐⭐ * Patrick was a great sounding board and gave me the North Star that I needed to make this project successful. On this journey of building my first SaaS product, Patrick has given me a new appreciation for the process * Patrick played a key role in organizing our processes, streamlining our transition to Jira, and ensuring work was driven by actionable tickets. Beyond operations, Patrick has been incredibly valuable in marketing, product management, and many other areas. His versatility and leadership make him a fantastic addition to any team. Highly recommend working with Patrick, he is always on top of everything! * Patrick is an operations and execution machine! He has consistently demonstrated an interesting blend of a relentless focus on execution with efficiency for his own work and the team’s while cultivating the team’s growth * Patrick is a person with extreme efficiency, and a Do Now attitude. He is on top of his game, it is hard to grasp how much he can give you extra when most of the time he is over-delivering * Before you came along, I had to spend a lot of time on recruitment and it was making it difficult for me to take care of CEO-type responsibilities. Keep up the excellent work * Patrick's communication, availability, and efficiency are unmatched among freelancers I have worked with. He has a keen business acumen and the ability to think from the perspective of the business owner Key skills and certifications: * Operational Strategy & Scaling Startups * Strategic Planning & Cross-Functional Leadership * AI Integration & Workflow Process Automation: Certified - Airtable, Make, APIs; Zapier AI Agents * Revenue Operations / RevOps & CRM Optimisation (Marketing, Sales, Customer Success): Hubspot Certified - RevOps / RevOps Bootcamp, Sales Hub, Marketing Hub; Pipedrive, Clay, Apollo, Intercom Certified - Manager and Agent, Zendesk * Agile Project Management: Certified - ClickUp, Asana; Monday, Jira, Trello * Marketing and Sales: Hubspot Certified - Inbound Marketing, Sales Enablement * Data-Driven Decision-Making & Business Intelligence: Certified - Hubspot Reporting, SQL, Google Analytics, Hotjar; PowerBI, Excel/Sheets * Financial Management: Certified - Xero; QuickBooks * People Operations & Culture Building * Product Management/Operations: Certified - Pendo Product Management Basics
    Featured Skill Business Modeling
    Business Intelligence
    Revenue Management
    AI Agent Development
    Generative AI
    HubSpot
    Business Process Automation
    Business Management
    Customer Relationship Management
    Strategy
    Organizational Plan
    Team Building
    Business Operations
  • $65 hourly

    • 5.0/5
    • (231 jobs)
    Alina is in the top 1 % of Upwork top market research talent (Expert Vetted by Upwork), a former management consultant in a Big-4 company, the winner of Insights 250 award in 2023, and the founder of a Business intelligence research agency. Alina has worked with quite a few notable clients including: - Indeed.com - Johnson & Johnson - Work.Life - Sherpany - Shopify - NLA international ...and many others Her services include: - Market entry research (sizing, segmentation, drivers&barriers, etc.) - Competitive intelligence - Best practices and problem-solving research - Company research - Industry analysis - Ideas research - Target audience survey design, conduction and analysis - Business plan and pitch deck creation - Go-to-market strategies - Employee and customer surveys conduction and analysis - National policy benchmarking - UX research - and other services related to insights and data analytics Client usually express in their feedback to Alina: -strict respect for the deadlines of the project -strategic thinking and ownership of your problem or goal -fast delivery without losing quality -wide expertise in secondary data research and access to paid databases - the ability to find the information most providers can't -clear friendly communications -no charges for updating the report of the same scope *Please note that the minimum project scope is 10 hours. #keywords to help you find me: Market Research, Market Analysis, Data Analysis, Competitive Analysis, Business Analysis, Qualitative Research, Company Research, Topic Research, Online Research, Quantitative Research, Research Methods, Audience Segmentation & Targeting, Data Analysis, Statistics, SurveyMonkey, Quantitative Analysis, Data Visualization, IBM SPSS, Quantitative Research, Survey Data Analysis, Survey Design, Survey Question Writing, Analytical Presentation, Statistics
    Featured Skill Business Modeling
    Generative AI
    Industry & Competitor Analysis
    Competitor Research
    Statistics
    Analytical Presentation
    Survey Data Analysis
    Quantitative Research
    Qualitative Research
    Market Survey
    Feasibility Study
    Market Analysis
    Company Research
    Research Methods
    Online Research
    Data Analysis
  • $110 hourly

    • 5.0/5
    • (283 jobs)
    I'm a CFA Charterholder, (Chartered Financial Analyst - charter number #185489). I have created detailed, and connected financial models and BI dashboards for Fortune 500 companies. My list of clients includes public firms such as Sony, Medavail, Novo Nordisk, and Unilever. I'm ranked #99th in the world in the recent Financial Modeling World Cup (FMWC) competition. I have done my time as CFO in SaaS, Blockchain, E-commerce, Real Estate and Manufacturing companies. I have the necessary credentials to create 409A valuations, and expert valuation opinions for courts. I'm a modern Fractional CFO that can optimize your finance department, or create one from scratch. I have deep expertise in financial modeling, valuation, financial analysis, and data science. I have over 19 years of experience in finance in Canadian, US, Australian, Israeli and Italian companies. I've helped raise +$600 million in the last 19 years in debt and equity for real estate projects and startups. I'm well versed in advanced statistics, time series analysis, VBA, Google Scripts, R, Python, SQL, DAX, M, Excel Automation, SPSS, PowerBI, GDS, Dynamics 365 and more. The aim of all my skills is to optimize, automate, present and control your financial and analytical processes. My favorite quote is by Warren Buffett, who is my greatest inspiration: "Someone’s sitting in the shade today because someone planted a tree a long time ago." This quote summarizes my attitude towards financial management, and business.
    Featured Skill Business Modeling
    Chartered Financial Analyst
    Economics
    JavaScript
    API Integration
    Visual Basic for Applications
    Looker Studio
    Budget Management
    Microsoft Power BI
    Blockchain
    SQL
    Real Estate Financial Modeling
    Data Science
    Investment Research
    Financial Modeling
    Financial Analysis
  • $10 hourly

    • 4.3/5
    • (4 jobs)
    Experienced corporate IT Business Development Executive for almost 2 Years, Business Analyst for almost 1.5 years, and 3 years as project coordinator in the Philippines. I handle project planning, business requirements gathering, team management, and handling client well. Graduated in Polytechnic University of the Philippines, Bachelor of Science in Information Technology. Experience in: 🏆 Business Analyst 🏆 Support 🏆 Quality Assurance 🏆 Project Manager 🏆 Business requirements gathering and analysis 🏆 Costing and proposal creation 🏆 Leads management and leads generation 🏆 prospecting and qualifiying of leads
    Featured Skill Business Modeling
    User Stories
    Scrum
    Flowchart
    Team Management
    Quality Assurance
    Project Plans
    Business Analysis
    Business Intelligence
    Project Proposal
    Project Management
    Requirement Analysis
    Sales Development
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