Hire the best Business Planners

Check out Business Planners with the skills you need for your next job.

Clients rate Business Planners
Rating is 4.8 out of 5.
4.8/5
based on 8,235 client reviews
Elena V.
$105/hr
  • Trophy Icon Business Planning
  • Change Management
  • Risk Management
  • Project Proposal
  • Business Cases
  • AI
  • Microsoft Visio
  • Business Transformation
  • Stakeholder Management
  • Digital Project Management
  • Business Analysis
  • Process Optimization
  • Digital Transformation

Expert-vetted freelancer on Upwork. Digital transformation, project management and Target Operating Model design and implementation expert. 15+ years of experience working at UK leading consultancies and financial institutions like KPMG, Barclays, HSBC, and UBS. Proven ability to deliver at both strategic and operational levels with exceptional senior stakeholder management skills, in-depth knowledge of employing project management practices in PRINCE 2 and Agile environment, and a strong understanding of business analytics techniques and methodologies. Excellent communication and interpersonal skills. Exceptional ability to catch up with...

Seth B.
$150/hr
  • Trophy Icon Business Planning
  • Brand Identity & Guidelines
  • Social Media Marketing
  • Business Coaching
  • Marketing Strategy
  • Brand Management
  • Business Writing
  • WordPress
  • Content Writing
  • Brand Research
  • Business Plan
  • Corporate Brand Identity
  • Brand Marketing
  • Brand Consulting
  • Brand Strategy
  • Storytelling

"Seth's work is agency-grade and we look forward to working with him again." I have over 15 years of experience providing branding, marketing, and business consulting for organizations of all sizes across a wide range of industries. I hold a degree in Linguistics from the University of Pennsylvania, which offers additional benefits to international businesses that want to connect with English-speaking audiences here in the United States and around the world. Working directly with founders and executive teams, I've consistently proven my ability to deliver high quality work on time and within budget to my clients throughout the...

David M.
$125/hr
  • Trophy Icon Business Planning
  • Investment Strategy
  • Business Cases
  • Company Valuation
  • People Management
  • Shareholder Relationship
  • Tax Strategy
  • Supervision
  • Business Plan
  • Recruiting & Retention
  • Corporate Governance

Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management,...

Liane S.
$125/hr
  • Trophy Icon Business Planning
  • Data Analysis
  • Microsoft Excel
  • Sourcing
  • Financial Analysis
  • Operating Systems Development
  • Retail Sales Management
  • Menu Design
  • Market Research
  • Business Plan
  • Strategy & Planning
  • Pricing Strategy Consulting
  • Cost Analysis
  • Food & Beverage
  • Business Analysis
  • Competitive Analysis

I help food businesses use data to become more strategic, efficient, and profitable. For the past decade, I have been combining my data analysis skills and passion for sustainable food to help small, mission-driven organizations increase operational efficiency, grow profitability, improve the quality of their product, and expand their impact in the community. My skills include: - Business Strategy (Market Research, Business Planning, Sourcing & Procurement) - Business Analysis (Custom Dashboards, Cost & Sales Analysis, Financial Forecasting) - Menu Strategy (Menu Engineering, Recipe Development, Food Costing, Pricing Strategy) -...

David I.
$68/hr
  • Trophy Icon Business Planning
  • Business Proposal Writing
  • Presentations
  • Storytelling
  • Business Presentation
  • Marketing Presentation
  • Prezi
  • Sales Presentation
  • Financial Presentation
  • Microsoft PowerPoint
  • Presentation Design
  • Presentation Designer
  • Keynote
  • Graphic Design
  • Pitch Deck
  • Elevator Pitch

Hello and welcome! My main purpose is to deliver world-class presentation materials for your projects! The way I see it: graphic design is one part required for an excellent presentation. I can help you with the whole package: ideation, structure, story, content, design, iterations. My portfolio of clients includes global companies like Raiffeisen Bank International, Novo Nordisk, Cathay Pacific, Enbridge, Inchcape, Lundbeck, Tetra Laval, Security Bank, AB InBev, Endeavour Mining, Center for Creative Leadership, 3M, Dick Clark Productions, and more. I have also created presentations for TED and TEDx Talks. Highlights: - Certified by...

Julee M.
$125/hr
  • Trophy Icon Business Planning
  • Internet Marketing
  • Grant Writing
  • Business Writing
  • Federal Acquisition Regulations
  • Nonprofit Organization
  • Business Plan

Specializing in SBIR program review and applications as well as COVID-19 grants. #SBIR #DOE #NIH #NSF#COVID-19 #FederalGrantWriter Highly qualified Senior Business Writer with more than 20 years of demonstrated experience in business plans and grants. 1) Grant Searches 2) Grant Writing 3) Grant Submission Projects include: Federal grants, SBIR grants, technical writing

Jason W.
$235/hr
  • Trophy Icon Business Planning
  • Business Coaching
  • Business Plan
  • Business Consulting

I emphatically enjoy helping people get into and understand the Franchise business model. If you are passionate and excited about expanding the company you started, then franchising can be an excellent method to reach your goals. I hope I can help bring your vision to life! Your success is how I will measure mine. With over 20 years in the franchise industry and my CFE (Certified Franchise Executive) certification from the IFA (International Franchise Association), I have the knowledge and experience to help guide businesses that want to start franchising or improve their franchising effort. I also help potential franchisees evaluate...

Jeff G.
$240/hr
  • Trophy Icon Business Planning
  • Product Marketing
  • Product Management
  • Marketing Strategy
  • Corporate Strategy
  • Business Coaching
  • Business Management
  • Business Modeling
  • Business Plan
  • Corporate Communications
  • Corporate Brand Identity

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,...

Michael K.
$150/hr
  • Trophy Icon Business Planning
  • Microsoft Excel
  • Accounting
  • Business Plan
  • Business Modeling
  • Business Valuation
  • Business Development
  • Financial Analysis
  • Financial Modeling
  • Financial Prospectus Writing
  • Financial Accounting

TOP RANKED FINANCE FREELANCER FOR OVER 5 YEARS: Fractional CFO for SaaS, health care, cultivation and other businesses, Corporate Finance Specialist, Experienced Venture Capital and Private Equity Principal, Entrepreneur, and Portfolio Manager with excellent track record. While in the financial sector for over 20 years, I have worked in management positions with start-ups, early and mid-stage companies as well as small, medium and large cap enterprises. This experience allows me to offer professional financial and accounting services to all my clients. Specifically, I enjoy being able to help in the decision making process by developing...

Bob G.
$150/hr
  • Trophy Icon Business Planning
  • Business Coaching
  • Startup Consulting
  • Business Plan
  • Strategic Plan
  • Budget Plan
  • Mergers & Acquisitions
  • Capital Markets
  • Process Improvement
  • Business Valuation

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...

Brian S.
$135/hr
  • Trophy Icon Business Planning
  • Budget Plan
  • Accounting
  • Business Plan
  • Financial Modeling
  • Business Analysis
  • Microsoft Excel
  • Microsoft PowerPoint

I have 17-plus years of accounting and finance experience in a wide range of industries. Currently, I am heavily involved in the budgeting, forecasting and strategic decision-making for an international retail company with greater than $5B annual revenue. Previously, I held various senior manager and analyst roles at a sports media company and world-renowned hospital system. During my early years at a boutique public accounting firm, I earned by CPA license and was exposed to many industries. My skills include general accounting functions, business planning (budgeting, forecasting and analysis) and ad hoc financial modeling (sales, free...

Amandeep K.
$40/hr
  • Trophy Icon Business Planning
  • Intuit QuickBooks
  • Accounting
  • Bookkeeping
  • Financial Reporting
  • Budget Plan
  • Cash Flow Statement
  • Financial Planning
  • Business Plan
  • Financial Forecast
  • Xero
  • Payroll
  • GAAP
  • Data Entry
  • Cash Flow Analysis
  • General Ledger

*** TOP RATED *** You have a project, I offer you solutions. I am a Chartered Accountant (Indian CPA : World's 2nd Largest Accounting body) by profession and Quickbooks Certified. My bookkeeping and accounting skills can help you - Setting up new company according to your business needs. - Setting Charts of Accounts. - Setting up Customers and Vendors List. - Setting Inventory items, assemblies and linking them to chart of accounts. - Setting up Banks and Credit Cards. - Reconciliations of Banks and Credit cards. - Recording transactions. - Creation of bank rules in Xero. - Payroll management. - Bookkeeping. - Bank Reconciliation. -...

Catherine M.
$120/hr
  • Trophy Icon Business Planning
  • Salesforce CRM
  • Business Plan
  • Financial Analysis
  • Project Management
  • Business Analysis
  • User Guide Writing
  • User Acceptance Testing
  • Salesforce
  • Salesforce Lightning
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • SFDC

UpWork Expert Vetted and Top Rated I'm a Certified Salesforce Administrator and have been customizing Salesforce for 7 years. I identify gaps in operational strategy and implement solutions to maximize growth and scale. I'm a big-picture strategic thinker with a focus on the details needed to turn strategy into action. I'm fluent in French and Russian with extensive international experience, including four years living in Russia. I'm a Fulbright scholar and I have an MBA from Boston University and over 10 years leading organizational improvements. I can help with strategic and operational planning, identifying areas of improvement in...

Kim W.
$165/hr
  • Trophy Icon Business Planning
  • Startup Consulting
  • Venture Capital Consulting
  • Business Plan
  • Financial Modeling
  • Management Consulting
  • Business Coaching
  • Market Research
  • Corporate Finance
  • Presentations
  • Financial Writing
  • Pitch Deck
  • Internet Research
  • Strategy
  • Investor Overview
  • Financial Projection

Whether your company is a startup or at the growth stage, raising capital requires specific knowledge and experience. Positioning your company, business plan, and growth strategy so it appeals to investors is an important step that should not be minimized and taken for granted. Investors see a lot of opportunities so it is important to capture and hold their attention. It is important to raise your project above the crowd. With over 25 years of finance, investment banking, venture capital, and startup experience, I know what investors look for when reviewing an investment. Whether it be in a business plan, pitch deck, financial...

Olga Z.
$100/hr
  • Trophy Icon Business Planning
  • Microsoft Excel
  • Equity Research
  • Investment Research
  • Financial Modeling
  • Financial Analysis
  • Financial Forecasting
  • Chartered Financial Analyst
  • Presentations
  • Pitch Deck
  • Business Plan or Pitch
  • Business Plan
  • Startup Consulting
  • Industry Knowledge
  • Valuation
  • Internet Research

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...

Tamma F.
$70/hr
  • Trophy Icon Business Planning
  • Non-Fiction Writing
  • Business Plan
  • Business Writing
  • Business Coaching
  • Ghostwriting
  • Business Strategy
  • Proposal Writing
  • Memoir
  • Startup Consulting
  • Book Writing

I AM THE GHOST AT YOUR KEYBOARD! ** Prolific non-fiction and business ghostwriter of full-length books. ** Published nonfiction author with 6 titles on Amazon Kindle. ** Serial entrepreneur with multi-industry business consulting experience. GHOSTWRITER - Non-Fiction and Business BOOKS: I have assisted clients for 300+ print-form and digital books. My range of writing services goes from coaching first-time authors as they do the writing, helping outline/plan a book to get started right, writing from 10% to 100% of a book, developmental editing, editing/proofreading. My knowledge base includes all aspects of business, how-to...

Bryan H.
$35/hr
  • Trophy Icon Business Planning
  • Business Plan
  • Business Development

Greetings, My name is Bryan and I am an outstanding assistant. I have a professional background in business planning and communications. Over my 20 year career history I have served on executive management boards, line operation positions, and worked on vast array of writing and/or communication projects. I have achieved these experiences in three main realms of organizations; private business mainly investment research and analysis, a charitable organization serving as both staff and trustee; finally in multiple political campaigns in public communications, management, and operations. In essence I have seen and done quite a bit, therefore...

Bradley R.
$150/hr
  • Trophy Icon Business Planning
  • Business Plan
  • Strategy
  • Business Writing
  • Startup Consulting
  • Pitchbook
  • Crowdfunding Platform
  • Crowdfunding
  • Business Proposal Writing

My background is primarily in business plan writing, however, I also do pitch decks, marketing work, and have served as the project lead on a Regulation-CF Equity Crowdfund and have gained tremendous experience in running these projects. I have written over 300 business plans for satisfied clients in fields that include Energy, Construction, Marketing, Mobile Apps, Technology Products, and more. Typically, I can turn around a first draft of a business plan in three weeks or less, assuming that we are in lockstep with our communication! I offer plans ranging from fairly basic plans that are about 20 pages in length and made in Microsoft...

Muhammad F.
$50/hr
  • Trophy Icon Business Planning
  • Business Plan
  • Financial Modelling
  • Pitch Decks
  • Financial Model
  • Financial Analysis
  • Startup Consulting
  • Budget Plan
  • Business Proposal Writing
  • Business Services
  • Financial Projection
  • Business Writing
  • Market Research
  • Business Planning & Strategy
  • Executive Summary

For over 12 years, I served as a Senior Business Analyst (AVP) for reputable companies like Citibank and E&Y. I have expertise in Business Planning, Financial Modelling, and preparing investor-ready documents. In my career, I have worked on various company projects and been involved with investment management companies, venture capital companies, and startups. Currently, I have prepared more than 150 financial models, 95 business plans, and more than 40 pitch decks. I have worked extensively on creating financial models, financial analysis, valuations, investor pitches, and venture capital presentations for startups over the past few...

Mohammad A.
$60/hr
  • Trophy Icon Business Planning
  • Business Plan
  • Financial Modeling
  • Strategic Plan
  • Business Analysis
  • Financial Management
  • Corporate Finance
  • Financial Analysis
  • Process Improvement
  • Business Process Reengineering
  • Business Process Modeling

✅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,...

Kelly C.
$150/hr
  • Trophy Icon Business Planning
  • Business Consulting
  • Researcher
  • Grant Writing
  • Technical Writing
  • Proposal Writing
  • Editor
  • Copywriting
  • Website Copywriting
  • Market Research
  • Business Plan
  • White Paper
  • Industry Research
  • Project Proposal
  • Content Writing

Top-Rated Freelancer, Highest 5-Star Ratings, Professional, Great Communicator, Caring Attitude. Please review the many positive reviews from my Upwork clients. Primary Services: Trusted Advisor, Business Expert, High-level Start-up and Growth Consulting, Revenue Strategies, Grant Research/Sourcing, Grant Writing, RFP/Proposal Writing, Industry Research, Competitor Analysis, Business Plans, and Project Claim Management. We specialize in helping Canadian-based businesses, organizations, and charities with developing their revenue strategies. A full list of services and additional testimonials can be viewed on my company website.

Muzaffar Z.
$25/hr
  • Trophy Icon Business Planning
  • Market Research
  • Lead Generation
  • Startup Consulting
  • Startup Company
  • Startup Pitchbook
  • Lean Startup
  • Online Research
  • B2B Marketing
  • Business Strategy
  • LinkedIn
  • Business Plan
  • Prospect List
  • TAM Analysis
  • Data Entry
  • Prospect List

Experienced freelancer, providing market research, marketing research, web research, lead generation, and prospect list services for many years. I understand the importance of research and have extensive experience in converting data into meaningful insights that helps my clients in decision-making. I can assist you in the following categories: Market Research / Marketing Research - Qualitative - Quantitative - Primary - Secondary - Competitive Analysis - SWOT Analysis - Market Size: TAM SAM, SOM Web Research - Data Collection - Data Sourcing - Product Search Lead Generation - B2B LinkedIn Lead Gen - Prospect List - LinkedIn Sales...

Chris M.
$150/hr
  • Trophy Icon Business Planning
  • Business Plan
  • Startup Consulting
  • Financial Modeling
  • Corporate Strategy
  • Business Modeling
  • Management Consulting
  • Venture Capital Consulting
  • Fundraising
  • Business Planning & Strategy
  • Business Analysis
  • Accounting
  • Balance Sheet

Are you trying to raise money from investors, VC’s, angels or private equity funds? Are you having a hard time securing the funds you need to take your business to the next level? You’re not alone. Like many entrepreneurs, you know your idea is great and you know you’re ready to get to the next stage, but you also know you need investment to propel things forward. But angels, investors, VC’s - none of them know you, they’ve never heard of your company before, and they probably know very little about the market you’re in. It’s a quandary nearly every one of my past clients has been in. But with a focus on outcomes and deep expertise...

Henry L.
$60/hr
  • Trophy Icon Business Planning
  • Investment Research
  • Python
  • Microsoft Office
  • Financial Analysis
  • Financial Accounting
  • Equity Research
  • Business Plan
  • Financial Forecast

- Experienced in tax strategies, financial analysis, and equity research. - Expert in all valuation models, M&A advisory, and former investment banking experience - I'll take your project from start to finish

Ewomarhino O.
$120/hr
  • Trophy Icon Business Planning
  • Blockchain
  • Content Creation
  • Technical Writing
  • White Paper
  • Initial Coin Offering
  • Financial Analysis
  • Ethereum
  • Bitcoin
  • Tokenization
  • NFT
  • Tokenomics
  • Web3
  • ICO White Paper

Understanding and appreciating the beauty of the financial system of tokens in various crypto projects has armed me with the experience that has helped me create the TOKENOMICS, FINANCIAL MODELS. IN-GAME MODELS, ECONOMY for various crypto startups and projects also looking to raise funds... TOKENOMICS SPECIALIZATION 1. Financial Models & Tokenomics for Play 2 Earn Gaming ecosystem 2. NFT Ecosystem 3. DeFi 4. Token Staking 5. NFT Staking 6. LP Staking 7. Custom Token Staking strategies 8. Liquidity Management 9. Vesting 10. Burning Mechanism 11. Metaverse 12. Token sale via IDO, ICO, IEO I have been able to personally advice...

Wendy W.
$63/hr
  • Trophy Icon Business Planning
  • Startup Consulting
  • Market Research
  • Business Plan
  • Business Writing
  • Internet Research
  • Content Writing
  • Content Management
  • Business Analysis
  • International Business
  • Cybersecurity Management

Good Day! I have been putting my startup consultancy and business plan development experience to good work as an investment analyst for technology-based investments. I also specialize in strategic cybersecurity plans and cybersecurity content for small businesses and the independently employed with dozens of training hours completed from the Department of Homeland Security, CISA, NIST, FTC, FCC, SBA, US Chamber of Commerce and more. My business plans have raised nearly USD $140 million. I have written business plans and established business models and practices in nearly every industry. Part of the reason for my freelance success in...

Michael S.
$80/hr
  • Trophy Icon Business Planning
  • Strategic Plan
  • Venture Capital Consulting
  • Business Plan
  • Business Development
  • Startup Consulting
  • Business Coaching
  • Sales Management
  • Business Continuity Plan
  • Fundraising
  • Finance
  • PitchBooks
  • Management Consulting
  • Corporate Strategy
  • Forecasting
  • Valuation

Startups & Early Stage companies can find investors if they have a compelling opportunity, are operationally ready, and have a strong team with ability to execute. The intersection of these are of tantamount importance to investors. Founders need to understand the equation to find, engage, and pitch investors. As well-known Venture Capitalist Marc Andreesen once said, "The difference between a vision and a hallucination is others will see your vision". If you're preparing to hit the street to find investors, you need to be ready, period. If your investor-facing materials aren't "spot on", there's almost never a 2nd chance. Ask the 99%...

$NaN/hr

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How to Hire Top Business Planners

How to hire business planning analysts

Need to gather requirements from stakeholders, generate business forecasts, and create a plan for meeting your business goals? A business planning analyst can help. 

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

How to shortlist business planning analysis professionals

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

  • Industry fit. You want a business planning analyst who understands your industry so they can develop the right business strategy for your needs. 
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., using Excel pivot tables to analyze data). 
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular business planning analyst.

How to write an effective business planning analysis job post

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

An effective business planning analysis job post should include: 

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

Ready to draft plans and procedures that will streamline your business operations? Log in and post your business planning analysis job on Upwork today. Have a brilliant business idea in mind? But not sure how much money will it take to bring your idea to life? Upwork's Free Startup Cost Calculator can help you estimate the cost required to set up a Startup business

BUSINESS PLANNING ANALYSTS FAQ

What is business planning analysis? 

Business planning analysis is the practice of using business intelligence to develop and implement plans, processes, and procedures within an organization. The business planning analyst will also often serve as a liaison between the various stakeholders and departments within a company. 

Here’s a quick overview of the skills you should look for in business planning analysis consultants:

  • Business planning, development, and analysis
  • Strong written and verbal communication
  • Business, technical, financial, and/or legal writing
  • Business modeling and forecasting

Why hire business planning analysts?

The trick to finding top business planning analysts is to identify your needs. Do you need someone simply to draft a basic business plan? Or do you also need help documenting and generating risk-mitigation procedures? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. 

How much does it cost to hire a business planning analyst?

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

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

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

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