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Clients rate Business Planners
Rating is 4.8 out of 5.
4.8/5
based on 8,235 client reviews
  • $20 hourly
    Experienced Business Integrator Experienced Business Executive Experienced Business Process Development Experienced OnBoarding Specialist Experienced Sales Manager Experienced Operation Manager Experienced Billing & Collection Specialist Experienced Customer service Specialist Experienced Patient Relation Specialist - Formulating strategy - Improving performance -Supervising the production of goods or services -Working with Subcontractor with Project Manager and Admin Staff - Work with 8-10 People in one project - Administrative tasks - Microsoft, Google and other tools literate - Inbound/Outbound Calls - Email task
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    Executive Support
    Business Plan
    Business Report
    Business Management
    Business Operations
    Business Development
    Sales Management
    Cost Control
    Customer Service
    Microsoft Office
    Microsoft Excel
    Virtual Assistance
    Administrative Support
    Communications
    Technical Support
  • $40 hourly
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
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    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • $25 hourly
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
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    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $89 hourly
    Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial 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. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of 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.") I will build your customized 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 unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) 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. 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 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 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 or once your payment method is verified by Upwork, whichever is sooner. 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 $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 (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom 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 the details of your business planning. 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 Ocala, Florida (USA)
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    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $135 hourly
    I help food businesses leverage data to become more strategic, efficient, and profitable. After graduating from Georgetown University, I led analysis for Sweetgreen, generating insights and building tools that produced financial results and operational efficiencies, enabling the business to grow 6x during my 5-year tenure. Since 2018, I have impacted over 65 food businesses as a consultant, providing strategic and analytical services to optimize their menu offerings and grow their bottom line. My skills include: - Menu Strategy (Food Costing, Pricing Strategy, Menu Engineering) - Business Analysis (Custom Dashboards, Cost & Sales Analysis, Financial Forecasting) - Business Strategy (Market Research, Business Planning, Sourcing & Procurement) - Operational Systems Development (Inventory Management, Supply Chain Forecasting, Prep Production) Organizations I have worked with include: - Small to Medium-Sized Restaurant Groups - Quick Service and Full Service Restaurants - CPG Brands - Food Trucks - Bakeries and Cafes - Grocery Markets - Caterers - Food Industry Technology Companies Programs I have worked with include: - Spreadsheets (Microsoft Excel, Google Sheets) - Accounting & Restaurant Software (Compeat, Quickbooks, Wave, Bill.com) - POS Systems (Micros, PCAmerica, Lightspeed) - Cloud Storage (Google Drive, Dropbox, Box) See more at lianesullivan.com and contact me to schedule an introductory call.
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    Business Analysis
    Business Plan
    Cost Analysis
    Pricing Strategy Consulting
    Financial Analysis
    Sourcing
    Operating Systems Development
    Retail Sales Management
    Food & Beverage
    Microsoft Excel
    Competitive Analysis
    Data Analysis
  • $30 hourly
    Hello, I am an investment analyst with 10+ years of experience and passionate about commercial real estate. I rapidly acquire tasks and am enthusiastic about collaborating with you and your team. I help clients make informed financial decisions through in-depth analysis, accurate and insightful reports, and customized strategies. I can support you in: ★ Advanced & intuitive financial modeling ★ JV Equity Waterfall structuring ★ Comprehensive underwriting & due diligence ★ Commercial real estate strategy development ★ Operations Optimization ★ Valuations ★ Business Plans I have worked in: Multifamily | Student Housing | LIHTC | | Hospitality | Retail | Office | New Developments | Acquisitions | Value-Adds Let me know a suitable time for us to discuss your needs, how you operate, and what a partnership with me looks like to meet your needs. Thank you --------------------------------------------------------------------------------------------------------------------------- Feedback from a client I helped acquire $45M+ in multifamily properties: "A standout meticulous, and proactive professional, Norris demonstrates unwavering commitment to high-quality results. Recognized for a strong work ethic and exceeding expectations, he fosters a collaborative atmosphere, driving innovation for exceptional outcomes. He is a defining a force in delivering success." ---------------------------------------------------------------------------------------------------------------------------
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Financial Analysis & Valuation
    Financial Modeling
    Real Estate Financial Model
    Financial Analysis
    Financial Model
    Market Research
    Business Plan
    Private Equity
    Investment Strategy
    Real Estate Investment Assistance
    Real Estate Acquisition
    Underwriting
    Microsoft Excel
    Real Estate Financial Modeling
    Real Estate Appraisal
  • $20 hourly
    I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 8 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals
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    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • $267 hourly
    Mr. Sequeira has over 20 years of experience with Multi-Million Dollar Cases in the Federal, State, and Administrative Courts. He has Successfully negotiated Multi-Million Dollar Settlements for Clients in Arbitration proceedings, Administrative Courts, and through Mediation. Mr. Sequeira is an International attorney with a Master’s in Intellectual Property from Southwestern Law School in Los Angeles. He has helped hundreds of clients reviewing, editing, and drafting their contracts with clauses that protect them. Mediated cases in civil litigation, HOA disputes, Crypto and securities regulatory compliance, employer/employee disputes, landlord/tenant disputes, attorney/client disputes, insurance/insured disputes, real estate, foreclosure, contractual disputes, mediating divorce cases, debt collection, corporate structure, and personal injury. Mr. Sequeira has worked on hundreds of cases for prestigious law firms, attorneys, and corporations. He has helped clients such as the Law Offices of Paul L. Stanton in Beverly Hills, CA, Cont'l Communities Group, Rezinate Construction Corp., Maravilla Center LLC, Valley Circle Estates Realty, Law Offices of Robert Kayvon, and the Law Offices of Neil Hedke. These law firms know Mr. Sequeira for his positive attitude, exceptional work ethic, and overall passion for delivering great results. Mr. Sequeira has helped the attorneys above under their supervision or as a Mediator with: - Contracts -Settlements - Mediation/Arbitration Proceedings - HOA - Complaints, Motions, and Demurrers - Propounding and Responding to Discovery - Gathering Evidence - Legal Research - Responding to all pleadings - Judicial Council Forms - Notice of Appeals - Filing Legal Documents in Federal and State Courts - Adhering to local court rules and procedures in State and Federal Court - Demand Letters - Stipulations for clients during Mediation and Deposition Preparation - Securitization Reports and Legal Opinions - Cryptocurrency, SEC regulatory compliance, and Loan Audits Mr. Sequeira has helped new law firms set up their Legal Departments and has helped in the hiring, training, and supervising of Paralegals, Legal Assistants, and Attorneys. Mr. Sequeira has experience creating and developing nonprofit organizations (NGOs) and writing grant proposals and has raised $1.8 million in donations working in collaboration with USAID, Habitat for Humanity, Red Cross International, Global Operations and Development, Wheels For Humanity, Doctors Without Borders, Kaiser Permanente, FVGPMAYA, Rotary Club International and Mercy Ships. Mr. Sequeira is an International Civil Law Attorney admitted to practice law in Nicaragua since 2008. From 2014-2019 Mr. Sequeira was Certified and registered as a Foreign Legal Consultant by California State Bar. As a former Foreign Legal Consultant, he has advised U.S. attorneys and law firms handling International cases. Mr. Sequeira has experience in both Common and Civil Law. He also has experience handling cases involving Foreign Sovereign Immunities Act (FSIA) and the Alien Tort Statute (ATS) and Human Rights. Mr. Sequeira is a member of the Southern California Mediation Association (SCMA). His Mediation and Negotiation Services Corporation is government certified in California and is also Federally certified. Mr. Sequeira is a member of the Consumer Attorneys Association of Los Angeles (CAALA), International Trademark Association (INTA), American Society of International Law (ASIL), American Branch of the International Law Association (ABILA), and a legal counsel for the Christian Center for Human Rights (CCDH). He is a Member of the National Association of Mortgage Underwriters (NAMU-CFLA). Mr. Sequeira completed his Master’s in Intellectual Property Law and Entertainment Law at Southwestern Law School in Los Angeles. As a Former Certified California State Bar Foreign Legal Consultant, Mr. Sequeira was able to provide legal analysis for attorneys and corporations concerning Civil Law and their relationship with Common Law in the United States. Mr. Sequeira is currently licensed in Nicaragua and not in the U.S.. As a Mediator, Mr. Sequeira has served as a neutral in disputes such as employer/employee, landlord/tenant, attorney/client, insurance/insured, real estate, foreclosures, contractual disputes, divorce cases, debt collection, and has helped parties find a resolution through negotiated agreement. Mr. Sequeira wrote and produced a video tutorial entitled “How to Succeed in the United States as a Foreign Attorney”. He also teaches paralegal classes for the Alternative Educational Advancement​ Program. Mr. Sequeira is highly regarded as being attentive to detail, prepared, and flexible. His prior experience provides him with an unparalleled grasp of legal disputes and enables him to offer parties valuable insights and creative solutions. Mr. Sequeira is known for his creativity and excellent problem-solving skills.
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    Legal Research
    Employment Law
    Mediation
    Alternative Dispute Resolution
    Litigation
    Corporate Law
    Arbitration
    Legal Writing
    Contract Drafting
    Business Plan
    Civil Law
    Intellectual Property Law
  • $140 hourly
    With over three decades of experience, I am a seasoned attorney specializing in PATENT, TRADEMARK, and CONTRACT law. My extensive expertise includes: - Drafting Artificial Intelligence (A/I); Machine Learning; Neural Network; & Natural Language Processing patent applications, as well as those for all manner of device and system embodiments. - Crafting effective patent strategies - Conducting thorough patent searches - Skillfully composing patent applications - Navigating the intricacies of patent application prosecution - Conducting meticulous trademark searches - Preparing precise trademark applications - Skillfully handling trademark application prosecution Furthermore, I bring a wealth of CONTRACT law experience, encompassing various types of agreements, such as licensing agreements, contractor agreements, non-disclosure agreements, employee agreements, manufacturing agreements, and product development agreements, among others. I have a particular affinity for collaborating with individual inventors, small inventor teams, and startup enterprises. Throughout my career, I've assisted numerous clients in successfully launching their products and ideas into the market. I am eager to extend my expertise to assist you with your endeavors.
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    Tech & IT
    Science
    Patent
    Wireless Communication
    Patent Law
    Business Plan
    Intellectual Property Law
    Contract Law
    Contract Drafting
    Trademark Consulting
  • $235 hourly
    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 franchisors or existing franchisees deal with issues they may have with their franchisor. These items can typically cost over five times as much from an attorney or consulting firm. - Web-based Operations Manuals - Franchise Recruitment (sales) process - Internal franchise operations and processes -FDD and Franchise Agreement assistance Please take a second to read my reviews, and thank you for your time!
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    Business Consulting
    Business Coaching
    Business Plan
  • $100 hourly
    I have worked with hundreds of founders as a Business Strategist - Pitch Deck, and Business Plan writer. Also helped them raise $M in funding. As a serial Entrepreneur with successful starts and exits, I know how to help you reach your goals. A compelling Pitch Deck and Business Plan are the most important aspects of your future fundraising. It is vital to tell your story with a structure supported by a great design. It's a message that gets the attention of Investors. and you only get one chance at it. While I am new to UpWork, I have worked on hundreds of Decks that have raised over $130M+ in funding as a Business Coach and Mentor at several San Francisco Incubators and Accelerators. Whether you are a startup or an existing larger corporation, you need to make sure your financials have focused projections backed up by relevant marketing and sales processes and structure and competitive analysis that gets attention and ultimately ends in funding. Great Decks are a balance of content and design, but you have to get the numbers right. I do both very well and build winning decks from Angel to Series C. Because I have a Law, Science, and MBA background with Adobe CS Design Certifications, I get work done quickly and effectively, so while I charge $100 an hour, I create compelling Decks for less cost overall. Looking forward to hearing from you. Brad
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    Investment Preparation
    Business Plan
    Venture Capital Consulting
    Blockchain
    Business Strategy
    Pitchbook
    Business Coaching
  • $25 hourly
    🏆 5,000+ Hours worked 𝟏𝟎𝟎% Satisfaction rate...✅✅ 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐏𝐥𝐮𝐬 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭. Integrity and Confidentiality of your Data.... The followings are my Key areas of expertise in Bookkeeping but not limited to this; 👉Bank Reconciliation statements, Credit card, Paypal and Stripe Reconciliation 👉Cleanup/Purge of Books 👉Categorization of Expenses and Income 👉Inventory Management 👉Invoicing and Bill Payments 👉Sales order/purchase order Management 👉Data Entry into Accounting software 👉Preparation of Financial statements/chart of accounts. 👉Accounts Payable and Receivable Management 👉General Accounting(Journal Entries) 👉Monthly Closing of Accounting Books 👉Audit, Historical Audit, Financial Audit, Forensic Audit 👉FInancial Statements Preparation, Profit and Loss 👉Financial Analysis, Modelling, Planning/projections and Budgeting 👉Proficiency in Microsoft excel/power point 👉All Accounting works and its related tasks ✅ I HAVE EXPERTISE IN FOLLOWING ACCOUNTING SOFTWARES: 👉 QUICKBOOKS 👉ODOO 👉XERO 👉WAVE 👉SAP 👉Oracle NetSuite 👉Zoho 👉Rent Man 👉ANY OTHER COMPATIBLE ACCOUNTING SOFTWARE 👍 I assure you 100% satisfaction rate against my services. Thank you for reading and considering me. ✍🏽Please inbox for further detailed discussion.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Accounting
    Chart of Accounts
    Odoo
    Business Plan
    Xero
    Financial Analysis
    Oracle NetSuite
    Accounts Receivable
    Microsoft Excel
    Accounts Payable
    Bookkeeping
    Balance Sheet
    Bank Reconciliation
    Intuit QuickBooks
  • $150 hourly
    Expert-Vetted, Top-Rated with 15+ Years of Branding, Marketing and Business Consulting Experience I've helped 100’s of organizations launch and grow including: ecommerce companies, startups, local service businesses and large corporations. I actively listen to understand your needs and the goals of your business. It’s this skill that allows me to provide branding, marketing and business growth services that are truly rewarding for you and your clients. I'm extremely well-organized, maintain great communication, and work well with in-house teams and other third-party providers. You can rely on my experience working with B2B and DTC brands across a wide range of industries from technology to health and wellness, and real estate to security. I use the latest AI tools to enhance the strategies and content that I deliver. When you hire me for your project, you’ll benefit from a truly global perspective grounded in the latest research and best practices for your specific industry, geography and audience. Based in West Chester, Pennsylvania, I’ve consistently proven my ability to deliver high quality work on time and within budget to clients throughout North and South America, Europe, Asia, Africa and the Middle East. If you are considering a project, don’t hesitate to contact me. I'm always happy to listen and learn how I can help you express your brand to the world! Learn more at: upwardarrow.com ------------------- More about me: 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. I have a background in technology and continue to explore new technology that's on the horizon. I've authored two books, including one on how to achieve greater results with remote work. I'm a dedicated, husband, father and friend. ------------------- More information on the services I provide: I provide services for B2B, B2C, D2C companies and nonprofits across a wide range of industries including health and wellness, technology, security, private equity, real estate and human resources. I use the latest AI tools to enhance my work and deliver the greatest quality and efficiency to you. Here are some of the services I offer to help launch and grow your business: - Brand strategy, brand storytelling, brand safety, extensive brand guidelines and branding briefs - Brand naming, brand messaging and brand tone of voice - Trademark and naming research and due diligence - Audience research and persona development - Market research and competitor analysis - Marketing strategy, audits, implementation and comprehensive marketing plans - Business growth strategy and detailed business plans - Copywriting for websites, email campaigns, business articles, and voice overs - Social media strategy, profile creation, posting and growth - Press release writing and distribution - Editing and proofreading to improve existing content - Design, content creation and editing of pitch decks, presentations, case studies, white papers, PDFs and eBooks - Audio and video storyboarding, production and editing - Website design, development and maintenance including troubleshooting plug-ins and refining responsive themes with custom CSS
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Website
    Storytelling
    Brand Strategy
    Brand Consulting
    Brand Marketing
    Corporate Brand Identity
    Brand Research
    Content Writing
    WordPress
    Business Writing
    Business Coaching
    Social Media Marketing
    Brand Identity & Guidelines
    Marketing Strategy
    Business Plan
  • $160 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $70 hourly
    Seasoned market research analyst specializing in competitive analysis and industry research. Past projects include niche market analysis, machine learning, statistical analysis, smartphone apps, franchising, consumer products, SaaS, automation, healthcare innovations, FinTech, children's products, custom sales lists, business relocation, and a host of other assignments. Industries I have worked within include IT, government, healthcare, consumer products, the food and beverage industry, education, and more. Many industries are common, but close to half of projects are truly unique. Feel free to reach out with your project details. Past clients include, but are not limited to: Johnson & Johnson, Adobe Systems, General Electric, Darden Restaurants, inventors, entrepreneurs and legal professionals, to name a few.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Market Research
    Statistics
    Business Writing
    Public Speaking
    Business Analysis
    Business Plan
  • $181 hourly
    Are you an entrepreneur that wants to take it to the next level? 100% of my coaching clients have shared they are more clear, inspired and energized after working with me. Let me help you find your mojo! I am a Top Rated Plus Business Coach on Upwork with 100% satisfaction score, contact me today! ⚡︎I can help you if you are struggling with these challenges: ● "I have no idea on how to get started with my startup" ● "Life has been chaotic and I need to get clear on my direction " ● "I don't have the energy or motivation right now to grow my business" ● "I want to get to the next level and I am not sure how to get there" ● "I'm starting a new chapter in my life and I need someone to hold me accountable" ● "HELP! I'm overwhelmed and I don't know what to do next" I focus on working with entrepreneurs with startups or small businesses. The process: Who are you? You are the main factor in your success. Why should your business exist? A purpose. How do you do things? Something that makes you unique. What do you offer? Your product or service. All success revolves around the answers to these four questions. All failure comes from a lack of understanding these questions. This is my method. It does not matter if you are a startup or an existing business, this is the core of your work and journey. A client had dozens of business ideas, I helped him launch just one. A client stopped chasing 3 different startups and now is an executive in a new business. One client grew from 5 to 50 employees in just two years. Let's get on a call today! We can set up an initial zoom call in a free 30 min consultation and I will explain how my process will get you the results you are wanting. Best regards, Brian **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Career Coaching
    Business Analysis
    Business Consulting
    Personal Development
    Business Plan
    Business Modeling
    Leadership Development
    Startup Company
    Startup Consulting
    Growth Strategy
    Innovation Strategy
    Business Coaching
    Entrepreneurship
    Business Development
    Life Coaching
  • $25 hourly
    An expert content writer with more than 8 years of working experience in 2 reputed organizations of Sweden. I am a postgraduate researcher with a strong grip on multiple fields such as Marketing, Public Administration, Management Sciences, Human Resource Management, Business administration, accounting & Finance, and Mass communication. I can also provide you services regarding SPSS data analysis, survey questionnaires, proofreading, etc I love to deliver quality work in a timely manner. Don't worry about your deadlines as I am very concerned about my commitments. 100% original work will be presented attached with the Turnitin plagiarism report. Feel free to contact me for any kind of content-related queries and you would never regret it.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Accounting Principles & Practices
    Survey Question Writing
    Data Analysis
    Finance & Accounting
    Thesis
    Literature Review
    Research Proposals
    Editing & Proofreading
    Hypothesis Testing
    Article Writing
    APA Formatting
    Qualitative Research
    Quantitative Analysis
    IBM SPSS
    Business Plan
  • $95 hourly
    I am a full-time consultant, and a business operations expert with a proven track record. I'm in the top 3% of talent on Upwork with 100% job success and over $100k earned. Let's chat! Message me to set up a conversation and we can discuss what you are looking for. ➡ 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 Business operations management, executive leadership, management consulting, process design, high-profile project management, business transformation, business plan & strategy development, financial forecasting, security audit planning & management, budgets, policy and procedure writing. I have extensive experience working with C-suite executives to solve core business challenges and lead change management. Extensive work with start-ups and rapid growth organizations, as well as businesses driving significant change. ➡ 𝗗𝗼𝗺𝗮𝗶𝗻𝘀 Primarily service-based and SaaS companies, with additional process design/ redesign in other sectors. Examples: Law firms, digital agencies, marketing agencies, consulting firms, banking/ finance, healthcare, technology, automotive, higher education, retail, hospitality, events, and franchise organizations. ➡ 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗔𝘂𝗱𝗶𝘁𝘀 Preparing for and managing the internal evidence collection for cybersecurity audits and assessments. Expert level knowledge of HITRUST and SOC 2 frameworks, as well as HIPAA, GDPR, and state-level data privacy requirements. Familiar with StateRAMP and FedRAMP. Recommendations for a third-party audit firm can be provided as required; Blackwood Operations does not offer services as an auditor. ➡ 𝗟𝗼𝗻𝗴𝗲𝗿-𝘁𝗲𝗿𝗺 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀 Fractional roles such as VP Operations/ Director of Operations/ COO, management for tech solution sourcing and implementation, process design/ redesign along with documentation and training material/ portal. ➡ 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 Expert level user across Microsoft Office applications: Word, Excel, PowerPoint (PPT), Visio, Project (& Project Server), SharePoint, Aha, Smartsheet, TFS, Jira, et.al. ➡ 𝗔𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝗳𝗼 Track record of success building and leading teams. Expert at documenting policies and procedures in ways that are easy to access and manage (I.e. SharePoint portals and team sites). ➡ 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗰𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 🔹Six Sigma Black Belt 🔹Governance, Risk & Compliance Professional (GRCP) 🔹Integrated Data Privacy Professional (IDPP)
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    People Management
    Budget Management
    Management Consulting
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    Business Change
    Business
    Process Documentation
    Process Improvement
    Process Design
    Operations Management Software
    Business Operations
    Executive Coaching
    Business Strategy
    Business Proposal Writing
    Project Management Professional
  • $95 hourly
    If you are a startup or early-stage founder with a compelling business opportunity but under-capitalized and want to seek funding options, let's talk. I understand, very specifically, what institutional investors want to see to consider your opportunity. Or, as well-known Venture Capitalist Marc Andreesen once said, "The difference between a vision and a hallucination is others will see your vision". I have 20+ years experience in capital markets, both as a founder and working with other founders in successful funding events exceeding $ 450 million. The plan that drives a cap raise begins with a cogent, well-organized, and executable roadmap. Where you are today? How will a capital infusion from an outsider willing to take on the risk allow you to get to the next level? Here is how I start: - Funding readiness: Are you operationally ready? If you're ready, I will tell you. If you’re close but not quite there, I’ll tell you. If you have a lot of work to do before investors will consider you, I'll tell you where the gaps are and let you decide what comes next. - Investor Book: If you're (close to) investor-ready, it's time to build a strong Investor book, guided by your industry and what portfolio investors in your space want to see. - Investor Targets: Investor book is underway. In tandem with, we begin investor due diligence to build a targeted investor list. We look for connections and referrals to partners, analysts, or anyone who can open doors to the target investor. Many believe this is a quick & easy process. You need to know the investors you'll be pitching as if you've worked with them before. If what I've shared makes sense, let's connect, either by direct message or you may invite me to a job you posted on the platform. We can briefly discuss your goals and how I can be of material value if there's a fit. To your success, Mike
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Venture Capital Consulting
    Investor List
    Sales Management
    Fundraising
    Corporate Strategy
    Investor Roadshow
    Forecasting
    Startup Consulting
    Business Continuity Plan
    Valuation
    Company Valuation
    Business Coaching
    Management Consulting
    Business Development
    Business Plan
    Strategic Plan
  • $48 hourly
    I have written thousands of proposals, grants, and investor-focused business plans for 300+ organizations over a 17-year career in development. An American living abroad in South America, I love to write and work for positive social change all over the globe. I have an MA in Environment and Natural Resources and International Studies as well as BAs in English and Political Science, am academically published, and have diverse experience in dozens of different fields. My favorite projects are holistic by design, cross-cutting in innovative ways to achieve sustainability across multi-disciplinary fields. My specialties are in climate resilience, ecology, agriculture, entrepreneurship, women, indigenous rights, youth development and education. I have worked in big tech, AI, health, and energy among other areas as well. I write content and appeals along with more technical proposals and have worked on every continent (save Antarctica!).
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    International Development
    Environment
    Fundraising
    Grant Writing
    Grant Objectives & Methodology
    English
    Article Writing
    Nonprofit Organization
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    Grant Research & Prospect List
    Proposal Writing
    Grant Application
    Content Writing
  • $80 hourly
    Akash is a Management & Strategy Consulting professional with over 10 years of experience in the Product and Services domains. He has served clients from diverse sectors including Software & Platforms, SaaS, PaaS, Social Networks, FinTech, Banking, Payments, Lending, Internet Commerce, Media & Advertisement, Information Technology, FMCG/CPG, Investment Funds, Incubators & Accelerators, and EdTech, exhibiting his versatility and experience in catering to different industry requirements. Akash has worked across North America, Europe, Middle East, Africa, and Asia, gaining a comprehensive understanding of the global business landscape. He has been concurrently pursuing his entrepreneurial aspirations and has attempted 3 ventures, demonstrating his unwavering passion and grit in pursuing innovative ideas. Akash is a dynamic problem-solver and the go-to person for delivering results. He possesses exceptional team-building skills, fostering an environment of collaboration and bringing out the best in his peers.
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    Sales Strategy
    Startup Consulting
    Go-to-Market Strategy
    Pitch Deck
    Presentation Design
    Marketing Strategy
    Project Management
    Digital Marketing
    Business Consulting
    Management Consulting
    Strategy
    Competitive Analysis
    Business Plan
    Microsoft PowerPoint
    Microsoft Excel
  • $225 hourly
    I've helped over 200 startups raise capital and get their businesses launched by focusing on: - A Strong Story - Backed by Data What's a strong story? One that shows the business is Desirable (people are clamoring for it), Viable (it can make money) and Feasible (you can execute). What kind of data? The market size (or TAM, SAM, SOM), the competition, the typical marketing expenses and adoption rates for your product/service solution. Contact me to - Stress test your business models and monetization strategy (Financial Models) - Capital raises (Pitch Decks) - Growth (Go-to-Market, Sales Strategies, Sales Decks) - Forecasting (Translate accounting to finance) - Reporting (Executive Decks, Board Decks, Strategy Reviews) Additional Keywords: Fundraising, Voice of the Customer, Competitive Analysis, Benchmarking, Go to Market, Strategy, Operations, Management, Leadership, Bourbon. Wait, can 'bourbon' be a keyword?
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Growth Strategy
    Financial Modeling
    Startup Consulting
    Management Consulting
    Microsoft Excel
    Pitch Deck
    Business Management
    Strategy
    Finance
    Marketing Strategy
    Presentations
    Business Plan
    Business Analysis
  • $150 hourly
    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 sophisticated business models for new enterprises, new product or service offerings, bank and equity financings as well as for company valuations, M&A activities and general business purposes. As part of my CFO responsibilities, I prepare budgets, cash flow projections, detailed financial statements for internal and external reporting purposes, as well as compliance reports for regulatory agencies and banks. On the corporate finance side, I have analyzed, structured and closed on hundreds of deals from equity and mezzanine to senior level financing. As a portfolio manager, I have also been responsible for guiding companies at all levels of their development providing critical advice, strategic planning, analysis and direction, and accounting services, taking early stage companies to higher levels and successfully addressing structural issues at mature companies. In addition, having analyzed and developed hundreds of business plans and presentations for a wide variety of businesses, I am able to apply those principles to produce effective presentation material that places the enterprise in the best possible light while maintaining fiduciary integrity. Having been on both the buy and sell side of transactions, I know what investors need to be able to make informed decisions. Also, I am thoroughly comfortable preparing and making C-Suite level presentations. While I am a generalist regarding industry specialization, I have particular experience in media and communications, health care, particularly in the nursing home and assisted living sector, publishing, entertainment, real estate and consumer industries. My mission is client satisfaction through effective communication, attention to detail and efficient execution.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Financial Accounting
    Business Development
    Business Valuation
    Financial Prospectus Writing
    Business Modeling
    Business Plan
    Financial Modeling
    Financial Analysis
    Microsoft Excel
  • $150 hourly
    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 across areas such as marketing, finance, sales and operations – to name just a few – I can help you engage and connect with investors, fast. “One of my to-to guys, Chris is rock solid and works smart, which makes for exceptional value.” I’ve worked with companies across a wide variety of sectors, including SaaS, Health and Fintech, and I’ve helped companies just like yours get funded and take their businesses to the next level. I’ve been there myself – I started my own company and took it to $12M in revenue and a team of over 40. My focus nowadays is on making sure businesses just like yours are prepared. That means equipping you with: 1) A compelling story that will engage investors on their level. 2) An analytically-sound pitch deck, financial model and business plan that will back up your narrative and ensure you tell a robust, seamless and comprehensive story. “I came to Chris because I was stuck and knew I needed to reach out to another professional for help. I wanted to think I was doing everything right, but Chris came in and helped me see my company from another angle. He invested his time and energy into my business as if it were his own. Never in a million years would I have imagined so much improvement could be seen in such a small amount of time.” If you’re looking to take that next step, then let’s chat. Let’s figure out a way for you to achieve the vision you’ve always dreamed of.
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    Balance Sheet
    Business Planning & Strategy
    Corporate Strategy
    Venture Capital Consulting
    Financial Modeling
    Startup Consulting
    Fundraising
    Business Modeling
    Management Consulting
    Business Analysis
    Business Plan
  • $150 hourly
    I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.
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    Visual Basic for Applications
    Financial Modeling
    Competitive Analysis
    Forecasting
    Business Plan
    Financial Analysis
  • $93 hourly
    Jason Stone is a Senior Financial Analyst and Executive with over 16 years of investment banking, financial advisory, and corporate consulting experience serving clients in a wide array of industries, including aviation, security and defense, food service and safety, energy and infrastructure, and commercial real estate. Jason founded Stone Global Advisors (stoneglobaladvisors.com) in 2021 to provide a range of strategic advisory services to a select group of clients, with a specific focus on the commercial real estate, agribusiness, technology, and energy and infrastructure industries.  Prior to starting his own consultancy, Jason spent his entire career with TF Americas, a boutique investment bank, where he was responsible for managing the bank's global operations, as well as serving in a variety of management and C-suite roles for the bank’s portfolio companies, including the CFO position for North American Jet.  In addition to successfully managing the relocation and expansion of the bank's office from New York to Atlanta, Mr. Stone developed and implemented a proprietary training program that yielded a nearly 100% success rate in private debt and equity financing mandates. Jason also served as the team leader and lead financial analyst in the successful closing of the first privately held and independently financed hydroelectric facility in the history of Mexico’s deregulated power market, an accomplishment that was subsequently recognized by Infrastructure Investor/PEI as Latin America’s Deal of the Year in 2013. Additionally, Mr. Stone has authored numerous proprietary market studies covering multiple sectors, including Mexico’s Electricity Market, Caribbean Luxury Resort Real Estate, Global Commercial Real Estate, and Global Homeland Security, among others.  Jason holds a BSEd from the University of Georgia, is a participant in the Chartered Financial Analyst (CFA) program, and is currently pursuing a Finance Master of Business Administration degree from the University of Georgia's Terry College of Business. He currently resides in Georgia with his wife, two children, and their two dogs.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Problem Solving
    Financial Modeling
    Business Presentation
    Startup Consulting
    Financial Analysis & Valuation
    Project Workflows
    Private Equity
    Innovation Strategy
    Investment Banking
    Corporate Finance
    Feasibility Study
    Business Plan
    Mergers & Acquisitions
    Project Management
    Finance & Accounting
  • $50 hourly
    If you are looking to develop financial projections for a small business, I'm your guy! Let me help you secure the funding you need to start or grow your business. In my 25+ years as a Certified Economic Development Finance Professional, I've helped my clients obtain over $498 Million in financing on projects that range from $10,000 to $15,000,000. Areas of Expertise: - Comprehensive Financial Projection development (Income Statement, Cash Flows, Balance Sheet, Industry Ratio comparisons, Lender Ratio calculations and supporting statements) - Loan Program Identification. I can help you determine which loan programs are the best fit for your industry and your stage of business. - Lender Identification. Through my knowledge of the SBA lending programs, I can give you a list of the 5 most active banks in your community for obtaining SBA financing (these can also be great lending partners for non-SBA loans as well!). Not only can this information be sorted by your community, but I can also query the data by your industry type...helping you to find the lenders most interested in making loans to businesses just like yours! - Business Plan Development / Business Plan Review. The best business plans are written by the entrepreneurs themselves. I am glad to assist you in this process by providing you with tools to get a rough draft started and then will review your business plan to ensure that it will meet the standards of your lender. - Business Purchase Review. Through Industry Trade databases, I can review a business that you may be interested in purchasing. Business Purchase reviews would include analysis of historical financials, review of trends and key performance ratio, Industry Benchmark comparisons and Financial Projections. In addition, can evaluate the seller's asking price to compare to the industry standards for the subject business, which provides you an understanding of the value for negotiations with the seller. My goal is to have you prepared to meet with your lenders at the conclusion of our relationship. I will use your information as well as my own research to build the financial projections in an interactive Excel template customized to your business needs and will provide you PDF reports to share with your lenders. In a situation where you have already gathered the basic information about your venture, we can often complete the projection process within a week, eliminating delays with getting to the bank as your next step! Some testimonials from my local clients: “Mark was very helpful and instrumental in our ability to obtain the financing needed to start our company. I would highly recommend it to any entrepreneur looking to start a business.” - Dan B. “Your experience is bar none the best! We never would have been able to get into business without you! Keep up the great work! First Class! Awesome! We may be looking into other business ventures as well and would love to use your services again!” - Brian W. “Mark was a huge help in getting us up and going on time. He was very knowledgeable and always had things prepared on time. It was a pleasure working with him!” - Shawn E.
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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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