Hire the best Business Planners

Name: Business Planners
Brand: Upwork
Rating: 4.8 (8235 reviews)

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

Hire freelancers

Clients rate Business Planners

4.8/5

based on 8,235 client reviews

$45 hourly
Amandeep K.
- 5.0/5
- (13 jobs)
🌟 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!

Business Planning
Xero
Business Plan
Financial Planning
Financial Reporting
Intuit QuickBooks
Bookkeeping
General Ledger
Cash Flow Analysis
GAAP
Data Entry
Cash Flow Statement
$25 hourly
Farhan P.
- 4.6/5
- (82 jobs)
"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

Business Planning
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
$180 hourly
Lincoln E.
- 4.9/5
- (80 jobs)
I have 25+ years experience as a startup engineer and executive. I studied engineering and entrepreneurship at Stanford under a fellowship from and mentorship of Don Valentine, the founder of Sequoia Capital. Since then, I have participated in over a dozen startups (4 went public) and consulted with hundreds more. Just in 2022, the companies that I have worked with raised $80M and acquired over 5 million customers. I have in-depth knowledge of the defense, oil and gas, renewable energy, education, fashion, semiconductors, software, government, and many other sectors. My engineering background encompasses mechanical engineering, electrical engineering, structural engineering, industrial engineering, nuclear engineering, naval architecture, marine engineering, fluid dynamics, controls design (Hardware, Software, and PCBs), thermodynamics, risk and decision analysis, 3D CAD and software. I was the head R&D engineer for Northrop Grumman Marine Systems, and wrote the machine-learning-based semiconductor yield enhancement software for several companies, including Applied Materials. Based on my business background, I consult with companies teaching them how to plan their engineering, marketing, sales, management, accounting, and fund raising. I write business plans, proposals, pitch decks, pro forma and help with fund raising. For several years, I wrote major defense project proposals of Northrop Grumman. The business plans and proposal I wrote in 2022 raised $80M in capital. Additionally, I have 30+ years of experience in the construction, power and energy industries, including engine, power plant, and ship design (steam, reciprocating piston, gas turbines, nuclear and solar thermal), waste-to-energy systems, bio-, and syn-fuel production (Green Atmospheric Methanol and Ethanol Plants), hydrogen production (SMR, electrolysis, and storage) for an onsite hydrogen refueling station, and emissions control systems. I have 20+ years of analytical consulting skills with machine learning, data mining, expert systems, statistics, decision analysis, risk analysis, big data, including data visualization.

Business Planning
Consumer Electronics
Marine Engineering
Naval Engineering
Product Design
Autodesk Inventor
Startup Consulting
Mechanical Engineering
Electrical Engineering
Control Engineering
Engineering & Architecture
Business Proposal Writing
Technical Writing
Industrial Engineering
Structural Analysis
Business Plan
$50 hourly
Loida D.
- 4.9/5
- (240 jobs)
I will create a professional business plan for your funding needs that will include all the essential components expected by Every Investor, Banks and Financing Institutions. My Business Plan is complete and professionally done and consists of an Executive Summary, Company Description, Products or Services, Marketing Analysis, Operational Plan with Management & Organization Structure, Sales Strategies & Projection, Break-even Analysis, and Financial Projections. I've created winning plans that have allowed businesses to secure funding of over $500,000. My plans prove the long term viability of your business, showcase how your business is going to bring in revenue, and highlight how you're going to use the money you raise. Message me to have a detailed discussion of what I can do to help make your project a success.

Business Planning
Marketing Strategy
Business Coaching
Business Services
Executive Summary
Business Planning & Strategy
Financial Accounting
Business Analysis
Content Writing
Financial Projection
Business Plan
Financial Planning
$19 hourly
Radu J.
- 5.0/5
- (81 jobs)
Welcome to my profile! 𝗠𝘆 𝗺𝗮𝗶𝗻 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴, 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗺𝘆 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝘁𝗼 𝗽𝗿𝗲𝗽𝗮𝗿𝗲 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗿𝗮𝗶𝘀𝗲 𝗳𝘂𝗻𝗱𝘀. When done right, business plans, pitch decks, and financial models can help your business grow, and raise funds from investors or banks. That's where I come in. I am an international advisor specializing in finance, accounting, financial forecasting, and writing business plans for startups or established companies. I am proud to have a REAL and TRACKABLE success rate in supporting small companies to turn BIG. 𝗜 𝗵𝗮𝘃𝗲 𝗮𝗹𝘀𝗼 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝗿𝗲𝗹𝗮𝘁𝗲𝗱 𝗳𝗶𝗲𝗹𝗱𝘀 𝘀𝘂𝗰𝗵 𝗮𝘀 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗰𝗼𝗮𝗰𝗵𝗶𝗻𝗴, 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 (𝗤𝘂𝗶𝗰𝗸𝗯𝗼𝗼𝗸𝘀, 𝗫𝗘𝗥𝗢), 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀, 𝗮𝗻𝗱 𝘀𝗮𝗹𝗲𝘀 𝗰𝗼𝗺𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝗶𝗻𝗴. My work experience covers: - Five years of business advisory for entrepreneurs raising capital from Europe, the US, Asia, and Africa - Ten years in financial analysis and financial budgets, forecasts for corporate, real estate, and project finance clients. - Seven years in turnaround/workout projects as a corporate restructuring/workout manager. - Five years in writing credit applications for corporate and SME clients. - Two years as a risk analyst/underwriting. - Two years as a financial expert in the audit of European Union Grants. - Trainer on business analysis with Brainest one of the largest education providers in Europe. Remember: now it's your time, and I am here to help! Let us schedule a one-one meeting as soon as possible! Time is money!

Business Planning
Mergers & Acquisitions
Business Management
Data Analysis
Business Process Modeling
Business Analysis
Financial Modeling
Financial Presentation
Business Modeling
B2C Marketing
Business Plan
Competitive Analysis
Pitchbook
Financial Analysis
Business Valuation
Business Proposal Writing
$250 hourly
William L.
- 5.0/5
- (96 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.

Business Planning
Fundraising
Executive Summary
Business Modeling
Growth Strategy
Analytics
Corporate Strategy
Business Presentation
Startup Consulting
Venture Capital Consulting
Entrepreneurship
Financial Analysis
Strategy
Financial Modeling
Business Plan
$15 hourly
Anwaar A.
- 4.2/5
- (39 jobs)
🏆 10k+ Hours worked 𝟏𝟎𝟎% Satisfaction rate... ✅✅ 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐏𝐥𝐮𝐬 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭. 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 👉Implementation of Odoo/QBO etc. 👉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 👉Construction and Real Estate Accounting 👉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.

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
$120 hourly
Chris T.
- 4.6/5
- (16 jobs)
I build compelling business stories and actionable plans for companies taking their first steps, navigating changing markets, and facing financial and operating challenges. Analytical & Inquisitive critical thinker with a finance background not afraid to ask challenging questions. Adept at turning complex technical concepts and innovative business ideas into clear, compelling and executable strategies. Creative Communicator with exceptional written and presentation skills. Authored technical white papers, presented to leading institutional investors, coached C-Level teams on sales strategy, and created marketing programs from scratch. Teach Energy Finance class at PG&E. Practical & Adaptable teamworker who thrives in novel situations and in doing more with less. Led startups, managed companies through financial crises, built marketing content from scratch, and project managed 400 person events from concept to close. Inquisitive Adventurer who has traveled to 37 countries, worked in eight, and lived in five building relationships in all of them. Outside of the office I am a sailor who has crossed the Atlantic, a triathlete who has escaped from Alcatraz five times, an avid reader, and a reasonable cook.

Business Planning
Financial Planning
Business Plan
English
Energy & Utilities
Executive Summary
Real Estate
Business Planning & Strategy
Business Analysis
Corporate Finance
Financial Modeling
Business Strategy
Fundraising
Microsoft Excel
Financial Presentation
$50 hourly
Saddam S.
- 4.9/5
- (98 jobs)
✔️ Top Rated Plus | ✔️ 100% Job Success Score | ✔️ 12+ years of experience A seasoned Financial Analyst with 12+ years of experience, including at KPMG, now helping fast-growing businesses gain control of their finances, improve cash flow, and scale profitably. ⚙️ How I Can Help: 📊 Fractional CFO Services Strategic finance support tailored to your growth stage. 📈 Financial Reporting & Forecasting Clear, reliable data for better decision-making. 💰 Cash Flow & Budgeting Plan ahead with confidence and avoid surprises. 📦 Inventory & Profitability Analysis Know your true margins, cost per unit, and pricing power. 🤝 M&A & Valuation Support Investor-ready reports, QoE analysis, and due diligence. 🌟 Why Clients Choose Me: 🏅 Top Rated Plus | 100% JSS | Top 3% on Upwork 🏛️ Ex-KPMG – Trained in global best practices 📌 12+ Years in advisory, accounting & operations ⏱️ Full-Time Freelancer – Fast, responsive, committed Let’s simplify your numbers and scale smarter. 📬 Message me to get started! Best, Saddam

Business Planning
Inventory Management
Cost Accounting
Management Accounting
Mergers & Acquisitions
Due Diligence
Ecommerce
Financial Model
Financial Planning
Financial Analysis
Balance Sheet
Financial Projection
Bookkeeping
Accounting
Financial Accounting
Microsoft Excel
$85 hourly
Giorgi N.
- 4.9/5
- (557 jobs)
For Entrepreneurs Raising Funds and Investors Seeking Opportunities, my Forbes-Featured Fundraising and Investment Shop Delivers Proven Results: 🏆 $1B+ Raised (Sequoia, Accel...) for 400+ Startups 🏆 Assisted 100+ Investors (Tier 1, $10B+ AUM) with $900M+ 🏆 #1 Consultant on Upwork (VC & PE) / Recognized by Forbes, Bloomberg... 🏆 10+ Years of VC and IB Experience / 100% Positive Feedback I provide personalized solutions that make the fundraising and investment process seamless and stress-free. Benefits for Entrepreneurs: 🎯 3x investor meetings | 🎯 2x faster round closures | 🎯 70% reduction in fundraising costs Services for STARTUPS/BUSINESSES: ✅ Silicon Valley-level Pitch Decks, Business Plans, and Teasers ✅ Advanced Financial Models, Business Valuation, and Cap Tables ✅ Investor Sourcing and Fundraising Campaign Management ✅ Market Research and Competitive Analysis ✅ Virtual CFO Support and Strategic Financial Planning Benefits for Investors: 🎯 60% lower due diligence costs | 🎯 2x faster reporting | 🎯 3x deal flow Services for INVESTORS: ✅ Mergers and Acquisitions (M&A) Support (including LBO) ✅ Investment Analysis and Equity Research ✅ Financial Analysis & Due Diligence ✅ Buy-side Financial Modeling & Valuation ✅ Deal Sourcing, Term Sheet Editing FRACTIONAL CFO Services: ✅ Financial Planning and Analysis (FP&A) ✅ Performance Measurement (Power BI Dashboards, Tableau...) ✅ Strategic Advice and Cash Flow Management ✅ Business Analysis and Financial Management ✅ Accounting and Bookkeeping 💎 Client Success Stories (400 out of 400 positive feedback received): "Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." — FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs "Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" — Managing Partner at NYC-based VC firm, $210M AUM "Having been through over a year of speaking to M&A brokers, VC firms, and other 'experts,' Giorgi stands apart from the rest by a mile." — AI SaaS CEO, raised $35M Series B - unicorn "Giorgi did an excellent job! Very strong technically and excellent in communication. Could not recommend him more." — VC Investor, $10B AUM 📝 Next Step: Message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________ About Me: With a strong background in venture capital and investment banking, I offer a 360° perspective on fundraising, financial analysis & modeling, and investment strategy. As a key member of the Investment Ark team—a one-stop shop uniting fundraising and investment expertise—I have helped over 500 businesses and investors achieve their financial goals globally. As a senior research analyst at a regional investment bank, I honed my financial modeling and industry research expertise, specializing in investment analysis across various asset classes, including private equity (PE). Crafting business plans, financial forecasts, and confidential information memorandums (CIMs) enhanced my ability to create compelling investment materials. Transitioning into venture capital as a senior financial analyst, I gained invaluable insights into the VC capital raising process, mastering pitch deck preparation and data room management. Evaluating numerous deals daily, I internalized successful strategies for investor sourcing (PitchBook) and outreach, reverse-engineering startup fundraising and investor research processes, and gaining invaluable financial due diligence skills. At Investment Ark, we specialize in: • Financial Consulting: As your Fractional CFO or Financial Controller, we manage financial operations, provide financial planning, analysis, and strategic guidance. • Fundraising and Business Development Consulting: Providing end-to-end startup advisory—including capital raising, creating compelling data room materials, and managing the fundraising process. • Investment Consulting: Offering investment analysis, investment research, company valuations, and financial due diligence services. • Business Consulting: Crafting comprehensive business plans, conducting feasibility studies, financial projections, and business analysis to validate your business model. Industry Expertise: • FinTech / SaaS • Artificial Intelligence (AI) / Machine Learning (ML) • Blockchain / Crypto • Cybersecurity • Oil and Gas / Renewable Energy / Solar • E-Commerce • Healthcare / BioTech • Real Estate (Residential, Commercial), PropTech • Consumer Goods / CPG / Manufacturing • EdTech • Transportation / EV / Automotive • Financial Services • Hospitality / Tourism • Agriculture / AgTech Feel free to reach out to discuss your fundraising and investment goals.

Business Planning
Financial Planning
Microsoft Excel
Forecasting
Company Valuation
Startup Consulting
Financial Modeling
Financial Projection
Business Plan
Financial Analysis
Pitchbook
Fundraising
Pitch Deck
Microsoft PowerPoint
Business Presentation
Presentation Design
$50 hourly
Omar A.
- 4.9/5
- (88 jobs)
Expert Vetted & Top-Rated financial modeling and FP&A expert with 7+ years of experience specializing in SaaS, AI/ML and technology. I've equipped 50+ startups with strategic financial planning and investor-ready financial models, helping them secure millions in funding. Core Services: * Advanced Financial Modeling (SaaS metrics, AI/ML startups, Tech companies, hospitality) * Strategic FP&A & Virtual CFO Services * Startup Valuation & Fundraising Preparation * Business Planning & Financial Strategy * KPI Tracking & Performance Analytics Industry Expertise: * SaaS & Subscription-based Models * AI/ML & Deep Tech * E-commerce & Marketplaces * FinTech & Digital Platforms * Crypto startups What Makes My Service Different: * Specialized in tech startup metrics and unit economics * Custom-built dynamic models that adapt to your growth * Ongoing FP&A support through flexible retainer arrangements * Deep understanding of investor expectations and startup dynamics * 100% Job Success Score with a proven track record I transform complex financial data into actionable insights that drive strategic decisions and sustainable growth. Whether you need fundraising preparation, operational planning, or ongoing financial advisory, I deliver investor-grade financial models and analysis that help you achieve your business objectives. Ideal for: * Tech startups preparing for fundraising * Scale-ups needing robust financial planning * Companies requiring strategic financial advisory * SaaS businesses optimizing for growth ✅ 100% Job Success Score ✅ Top Rated & Expert Vetted on Upwork ✅ Fast response time ✅ Clear communication Sound like a fit? Let's discuss your financial strategy: 1. Review my portfolio below to see sample financial models 2. Click the 'Send Message' button (top right) to start the conversation 3. Share your business goals and timeline - I'll respond within 24 hours 🎯 First-time client? I offer a free 20-minute consultation to discuss your needs and demonstrate how I can add value to your business. Let's transform your financial strategy into a competitive advantage. Message me now!

Business Planning
SaaS
Venture Capital Consulting
Microsoft Word
Financial Reporting
Financial Modeling
Business Valuation
Forecasting
Business Plan
Financial Analysis
Management Consulting
Microsoft Excel
$15 hourly
Jehanzaib A.
- 4.9/5
- (74 jobs)
🔹 About Me Are you looking for a reliable finance expert who can keep your books clean, help you stay compliant, and provide valuable financial insights for better decision-making? I’m Jehanzaib — a Certified Bookkeeper, MBA in Finance, and QuickBooks Online expert with 10+ years of experience across industries including consulting, retail, contractors, and distribution. I’ve helped dozens of small and mid-sized businesses stay on top of their numbers, meet tax deadlines, and optimize cash flows. In addition to hands-on bookkeeping, I also provide finance and accounting coaching to students, early-career professionals, and entrepreneurs looking to understand the fundamentals of bookkeeping, financial analysis, and business finance. My sessions are practical, personalized, and designed to build confidence with real-world applications. 🔹 Services I Offer ✅ Bookkeeping (Daily, Weekly, Monthly) ✅ QuickBooks Online Setup & Cleanup ✅ Accounts Payable & Receivable Management ✅ Bank & Credit Card Reconciliations ✅ Financial Statements & Cash Flow Analysis ✅ Budgeting, Forecasting, and Cost Tracking ✅ Year-End Closing & Audit Support ✅ Tax Assistance (Sales Tax, Franchise Tax, Property Tax) ✅ Financial Modeling & Business Valuation ✅ Coaching in Bookkeeping, Accounting & Financial Management (upon request) 🔹 Why Work With Me 🎓 MBA in Finance + CFA Investment Foundations 💼 Proven track record managing books for US clients 🧠 Strong command of GAAP, IFRS, and MS Excel 🗣️ Excellent communication (IELTS 7.0) 🧩 Detail-oriented, deadline-driven, and client-focused 🔹 Let’s Connect Whether you need ongoing support or a one-time cleanup, I’d love to help you grow and manage your business finances — or even guide you through learning them yourself. Send me a message and let’s get started!

Business Planning
Tutoring
Finance
Financial Model
Financial Analysis & Valuation
Cash Flow Analysis
Management Accounting
Research Proposals
Microsoft Excel
Accounting
QuickBooks Online
Bookkeeping
Financial Management
Financial Modeling
Business Plan
Corporate Finance
$181 hourly
Brian T.
- 5.0/5
- (54 jobs)
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.

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
$225 hourly
Rafael Sarim O.
- 5.0/5
- (64 jobs)
I’ve operated, invested in, and advised startups that scaled to $100M in annual revenue, raised over $3B from VCs like SoftBank and Founders Fund, and went public on the NYSE and NASDAQ. ⚡#1 Growth Advisor⚡ #1 CGO/CMO/CSO ⚡ Expert-Vetted ⚡Top Rated Plus ⚡ 100% Success ⚡ $300K+ Earnings ⚡ 5-Stars on Trustpilot, Clutch, Google ⚡ 7,000+ LinkedIn Followers⚡ Quoted by Zapier, HubSpot, and Big Think. Today, I work as a Growth Advisor and Executive for leading startups and enterprises, helping them avoid slow growth. Founders, executives, and investors all want faster growth, and my goal is to make that happen. I focus on finding product-market fit, scaling go-to-market strategies, and securing capital – the three keys to fast growth. With expertise in marketing, sales, finance, and strategy, I bring the tools needed to drive real results. Learn more about my skill set, track record, process, and client preferences: 𝗥𝗮𝗳𝗮𝗲𝗹’𝘀 𝗦𝗸𝗶𝗹𝗹 𝗦𝗲𝘁 👩‍🚀 • Marketing: Marketing strategy, analytics and automation, paid advertising, email/SMS marketing, search engine optimization (SEO), conversion rate optimization (CRO), social media marketing, influencer marketing, content marketing. • Sales: Sales strategy, sales training, channel testing, sales funnels, sales scripts, cold emails and social outreach, channel partnerships, demand creation, account-based marketing (ABM), lead generation, sales operations, CRM management. • Finance: Fundraising strategy, pitch decks, pitch training, valuation reports, financial models, market sizing (TAM, SAM, SOM), investor scouting, due diligence, exit strategy, M&A, post-merger integration. • Strategy: Executive coaching, strategy development, market research, product strategy, competitive analysis, project management, venture-as-a-service, change management. 𝗥𝗮𝗳𝗮𝗲𝗹’𝘀 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱 🥷 Before going solo, I was a Principal at Roivant, a venture capital and private equity firm founded by Vivek Ramaswamy, a 2024 U.S. Presidential Candidate. At Roivant, we raised billions in capital from top investors like SoftBank Vision Fund and Founders Fund, built a portfolio of 35 startups, and took the company public on the NASDAQ in 2021. Since the IPO, I’ve advised 100s of startups and enterprises ranging from $0 to > $1 billion in revenue. I’ve also held several fractional executive roles, including: • BoD at kzg ($50M annual revenue) • Chief Marketing Officer for The Otaku Box ($10M annual revenue) • Chief Finance Officer for Paw Origins ($4M annual revenue) • VC-in-Residence / VP of Operations at Funden ($2M annual revenue, exited to a PE fund) • Chief Growth Officer at PrepBusiness ($500K annual revenue, venture-backed) • Head of Growth at SOLO (raised $1M in Series Seed) Earlier in my career, I co-founded two startups—one in tech and one in e-commerce—both reaching significant revenue milestones. To stay sharp, I continue launching multiple startups each year. I also worked in consulting and banking in London and Zurich with firms like Credit Suisse and Kleinwort Benson. In addition, I led teams of up to 40 in the Swiss Army’s armored corps special forces. I hold degrees from Duke, LSE, HSG, and Bogazici. 𝗥𝗮𝗳𝗮𝗲𝗹’𝘀 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 👨‍🔬 • Model 1 – Growth Advisor: Our engagement usually begins with a strategy development phase, followed by ongoing advisory and coaching while you and your team execute the strategy I create. Alternatively, I can coach you through creating and executing your own strategy. • Model 2 – Growth Executive: I begin by getting to know your team, product, customers, and channels. Then, I work with the C-Level or Board to set and validate key KPIs. From there, I create a centralized system for tracking these KPIs and implement strategic plans to improve performance. You'll work directly with me—no middlemen. Since I’ll be hands-on throughout, I limit the number of clients I take on and have preferences for new engagements. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗽𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲𝘀 🔥 • You recognize that high-end advice comes at a cost. • You are ready to take calibrated bets to grow the company. • You always treat your team and advisors with respect. 𝗙𝗲𝗲𝗹 𝘄𝗲 𝗺𝗶𝗴𝗵𝘁 𝗯𝗲 𝗮 𝗴𝗼𝗼𝗱 𝗺𝗮𝘁𝗰𝗵? 🫶 • Hit the green ‘Message’ button now! • Share notes on what you need help with. Interested in learning more about me? Watch my intro video or Google "Rafael Sarim Oezdemir" and "Zendog Labs." You'll find me at the top. [Industries: Healthcare, e-Commerce, MarTech, GenAI, Services, FinTech, EduTech, Web3. CyberSec, TravelTech, LegalTech, ClimateTech, AgriTech, PropTech, FoodTech] [Skills: A/B testing, B2B, B2C, ClickSend, customer acquisition, Facebook, Fundraising Advisor, go-to-market strategy, Google, consultant, growth hacking, HubSpot, ideal customer profile, Instagram, LinkedIn, Meta, Ortto, PPC, Pinterest, Pipedrive, product launch, Reddit, SaaS, Semrush, startup advisor, TikTok, Twitter, venture capital, YouTube]

Business Planning
Social Media Strategy
Search Engine Optimization
PPC Campaign Setup & Management
Automation
Startup Consulting
Pitch Deck
Venture Capital
Fundraising
Product Launch
Digital Strategy
Business Strategy
Go-to-Market Strategy
Sales Strategy
Marketing Strategy
Growth Strategy
$100 hourly
Olga Z.
- 5.0/5
- (49 jobs)
Hello, My name is Olga Zagidullina, CFA. I am an investment analyst with over 10 years of professional experience in financial modeling, M&A, and investment analysis at Asset Management and Private Equity companies. I focus on preparing financial models/ pitch decks/ business plans/ market research for start-ups in different sectors; analyzing & modeling Private Equity deals; provide other financial modeling and consulting services on demand. My core skills are: -Market research -Financial modeling/ investment analysis -Business/ project valuation -Pitch decks -Business planning. I started as an Investment Analyst focusing on Equity research at RESMI Investment and Financial House, JSC (Kazakhstan). Then I was offered a Lead Analyst position at Investment Banking Department at the same company with a focus on financial modeling, listings & M&As. 3 years later, I was promoted to the Head office of the Group as the Head of the Economics and Investment development department that provided experience of buy-side M&A deals in Kazakhstan in the technology and e-commerce sector. I had a chance to consider many potential targets in the Russian Confectionery and Soft Beverages sectors, as well as Fintech and E-commerce projects. The tasks included supervision over the Group's budget, as well as analytical support of annual and 3-year strategic planning, including financial modeling and macro/sector overviews preparation. I started freelancing in June 2020 and decided to leave my previous employer for full-time freelancing in September 2020. Being sure that knowledge and ethical approach are fundamental to the investment profession, I got my CFA Charter in 2017. I am convinced that my analytical and modeling skills can be helpful for various types of tasks in investment analysis and business planning areas.

Business Planning
Financial Projection
Financial Analysis & Valuation
Valuation
Financial Modeling
Startup Consulting
Financial Analysis
Microsoft Excel
Chartered Financial Analyst
Investment Research
Industry Knowledge
Equity Research
Business Plan
Presentations
$250 hourly
Carlos F.
- 4.9/5
- (181 jobs)
🌟 TOP 0.1% EARNER | $850,000+ | EXPERT-VETTED CFO 🌟 I specialize in driving profitability and scaling companies through strategic financial planning, M&A expertise, and startup funding. As a Fractional CFO with over 20 years of experience, including founding and exiting startups, I bring a unique blend of strategic insight and operational excellence to every project. FRACTIONAL CFO SERVICES * Strategic Financial Planning: Developing growth strategies for profitability. * Accounting Operations Management: Streamlining financial processes for efficiency and accuracy. * Startup Funding: Crafting compelling investor pitches and negotiating favorable term sheets. M&A Support: Ensuring successful transactions through thorough valuation and due diligence. SECTOR EXPERTISE Internet Software/SaaS, Big Data, IoT, AI, Gaming, Online Marketplaces, Healthcare, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media, and Blockchain. Recently, I've supported blockchain-based startups with whitepapers, business models, and token valuation. INVESTOR & ENTREPRENEURIAL BACKGROUND * Angel Investor: Managing Partner at Golden Seeds Angel Group, offering strategic insights from an investor’s perspective. * Entrepreneur: Successfully founded and exited multiple startups, understanding the unique challenges businesses face. PROFESSIONAL EXPERIENCE Senior roles in top-tier management consulting firms, advising Fortune 100 companies, combined with deep technical expertise from AT&T Bell Labs. EDUCATION * Kellogg MBA * MS in Computer Science * BS in Electronics Engineering Numerous 5-star reviews on my profile affirm my expertise and the results I deliver. As a Top Rated Plus and Expert Vetted professional, I’m among the top 1% of talent on Upwork, consistently exceeding client expectations. Ready to scale your business and achieve your revenue goals? Let’s connect and discuss how my expertise as a Fractional CFO can drive your company's success.

Business Planning
Funding Needs Assessment
Financial Analysis & Valuation
Finance & Accounting
Organizational Plan
Process Optimization
Operational Plan
Mergers & Acquisitions
Enterprise Risk Management
Venture Capital Consulting
Fundraising
Financial Management
Strategic Plan
$75 hourly
Stella W.
- 4.4/5
- (81 jobs)
A sneak peek into what clients have to say about my Grant writing services👇 "Stella was a breath of fresh air to work with! She was prompt, communicated well, and produced a wonderful, clear and concise product, which was well received by the client. It would be a pleasure to work with Stella again on future projects! 100% recommend!" - Meghan Callahan "Great job on our project. Stella's experience with grant and contract writing certainly came through in the finished product. She was easy to work with, collaborative and committed. I would highly recommend and look forward to working with her again." - Tam G. ✅️ 8+ years of experience in grant research and securing funding from various state and federal agencies including, but not limited to, NIH, NSF, DOD, DoED, DOE with a specific focus on SBIR/STTR (Phase I, Phase II, and FastTracks). ✅️ Since starting Walters Consulting, in 2015, I have helped several nonprofits and for-profit organizations secure $50M+ in non-dilutive funding from various foundations and federal funding agencies like NSF, DOD, NIH, etc. ⚡️Grant Research and Writing expert with experience writing foundation & government proposals for nonprofits and for profit organizations, designing marketing collateral, and researching leads for business development. ⚡️I've worked for the following markets: Construction, Information Technology, Security, Finance, Education K-12, Colleges & Universities, Medical, Hospitality and Municipal clients. ⚡️I am an I-corp mentor, SBA SCORE mentor, advisor, pitch competition judge, grant reviewer, and evaluator. ⚡️My content is always 100% plagiarism-free. I check every of my content with more than two plagiarism tools. I always handle writing projects with keen attention, so you will notice no grammatical errors in every content I deliver. Let's get started. If you have any questions, pls don't hesitate to ask. Best, Stella.

Business Planning
NIH
Grant Proposal
Nonprofit
Fundraising
Request for Proposal
Proposal Writing
RFP Writing
Business Proposal Writing
Grant
Capital Grant
Grant Application
Business Plan
Grant Documentation
Grant Research & Prospect List
Grant Writing
$290 hourly
Stan S.
- 5.0/5
- (175 jobs)
15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating offering memorandum (OM) and pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.

Business Planning
Financial Analysis & Valuation
Business Plan
Financial Projection
Financial Modeling
Financial Analysis
Market Research
Feasibility Study
Pitch Deck
Presentation Design
Data Visualization
Financial Presentation
Real Estate Business Plan
Real Estate Appraisal
Real Estate
Real Estate Financial Modeling
$45 hourly
Najib Z.
- 4.8/5
- (25 jobs)
- International Business Advisor - Financial Analyst - Strategy Consultant - Company Manager (Managing Bright Works) - Business Development - Project Development - Financial Writing Fluent in French, English, Arabic and Business Level Spanish ------------------------------------------------------------------------------ Services Include: +Analytics Financial Modeling (Investment Banking Stack: DCF Valuation, VCM, Sensitivity Analysis etc.) Econometric analysis Survey design & analysis Risk analysis & Simulation +Strategic Development & Counsel Business strategy & planning Leadership support & shareholder representation Project Due Diligence Legal & Tax Advice +Research & Feasibility Studies Market research & Customer Insights Business Plans & Project Valuations Feasibility studies +Business Development Commercial & Investment Brokerage Relationship management Sales & Marketing Deal Origination Contract Structuring & Negotiations +Process Design Supply chain and Production Line Design & Optimization Data analytics & visualization Predictive modeling & machine learning Experimental design & Operations research +Management Investment analysis & portfolio management Risk management & Predictive maintenance Fraud detection -------------------------------------------------------------------------------------------- Prior Experience in: + Real Estate (Construction) + Healthcare (Med-Tech, Hospitals/Clinics, Medical Tourism, Consumables) + Finance (Mortgages, Financial Advice, Capital Raising) + Energy (Solar, Wind, Hydro Oil & Gas etc.) + Tourism (Hotels, Restauration) + Petroleum Products (Motor oils, Lubricants) + Consumer Goods (Sardines, Poultry etc.) + Minerals & Chemicals (Copper, Barite, Soda etc.) + etc.

Business Planning
Financial Modeling
Business Intelligence
Management Skills
Market Analysis
Contract Negotiation
Business Development
Investment Research
Corporate Finance
International Business
Business Plan
Sales & Marketing
Partnership Development
Financial Writing
$100 hourly
Kelly G.
- 5.0/5
- (23 jobs)
📍Berlin GERMANY. Creator of launched food and beverage CPG. I have worked with new startups and established institutions, looking forward to working with you! Food Product Specialist with 20+ years of CPG launches, product development, research, analysis and sensory evaluation coupled with a chef background creating great tasting functional food products. Working with some of the largest food producers (Warburtons, Bimbo, Nissin) and governments (US, Morocco, Chile, Italy, UK) informing on how protein functionality optimizes their commodity imports and produced food products, has provided valuable insights on ingredient functionality for end products globally. Dedicated client collaboration combining deep industry knowledge with profitable innovative solutions to create new food products delivered within time frames and budgets is the goal here, is it yours? I have been extremely fortunate working with clients globally from the Mayo Clinic, Step One Foods, Fabumin, Milky Europe, Eat Cloud Snacks, GoGo Quinoa, Real Food Love, Green Boy Group, Date Smarter, Well & Great and Mindfully Minas creating successful product launches. My focus is in the health and sustainability market innovating new foods and beverages with specialties in gluten-free, vegan, plant protein, keto-friendly and adaptogenic products with regenerative and clean label food practices involved. Products Developed: indigenous foraged tea blends; bioactive nutraceutical formulations; plant protein snack bars; gluten-free pulse based pizzas and pita breads, functional food enhancement sprinkles; nutraceutical chocolate bars; gluten-free extrusion and sheeted pasta; vegan, gluten-free, ketogenic adaptogen dry mixes; zero-waste cookie menus, sustainable and regenerative sourced flavored sea moss gels; high protein cookies; sugar free caramels; unique flavour condiments; sweet and savoury snacks; health based dry mixes; beverage infusions plus many more to come. Specializations: * Product Formulation and Reformulation * Manufacturing and Co-packing Solutions * Sustainable and Regenerative Food Systems * Health and Wellness Food Products * Consultation and Troubleshooting * Optimized Ingredient Functionality * Nutrition and Regulatory Requirements * Technical Writing for Research * Food Photography Styling for Social Media

Business Planning
Branding & Marketing
Food & Beverage
Engineering Design
Biochemistry
Research & Development
Recipe Development
Sustainability
Product Design
Food Engineering
Nutrition
Technical Support
Product Formulation
Product Development
Label Compliance
$75 hourly
Martina C.
- 5.0/5
- (103 jobs)
I am a seasoned market research professional with +10 years of experience in analyzing market trends, consumer behavior, and competitive landscapes. I worked in BofAML's Equity Research and in a Private Equity Hedge Fund, where I gained plenty of experience on how to do deep market research. Key Skills and Expertise 🎯 Market Analysis: Proficient in conducting thorough market assessments, including sizing (TAM, SAM, SOM), segmentation, and growth projections. 🎯 Competitor Intelligence: Skilled at dissecting competitors’ strategies, identifying gaps, and recommending countermeasures. 🎯 Strategic Recommendations: Capable of translating research findings into actionable recommendations for clients. 🎯 Feasibility Analysis: Expert in evaluating the practicality and potential success of new projects or business ideas. 🎯 Business Planning: Experienced in crafting detailed business plans that outline strategies for growth, financial projections, and market positioning. 🎯 Data Visualization: Experienced in creating visually compelling reports and pitch decks to present to investors, management, etc. Why Should We Work Together? Data-Driven Approach: I believe in letting data guide decisions, ensuring accuracy and reliability. Collaborative Mindset: I work closely with clients to understand their unique needs and tailor research accordingly. Just see some of my reviews to get a sense of how I work. Global Perspective & Industry Agnostic: Having worked with clients from all industries, I bring a global and cross-market outlook to every project. Past projects include Tech, SaaS, healthcare, e-commerce, and Gaming. Let’s Connect! Whether you need market segmentation, competitive analysis, or consumer insights, I’m here to help. Feel free to reach out for a detailed chat or to explore potential collaborations. Looking forward to working together! 🚀 Some of the feedback on my work on Upwork: ⭐⭐⭐⭐⭐ - "Martina was extremely responsive and quick to understand our business in a very nascent and technical field. She conducted an astonishing amount of research in just a few days on our behalf and was very flexible in making changes to the deliverable." ⭐⭐⭐⭐⭐ - "Martina is excellent at what she does, very skilled, dedicated, honest and she will always go for the extra mile advising the best to her client. Martina's communication was top-notch, she met all deadlines, and her skills were strong."

Business Planning
Competitive Intelligence
Industry Research
Industry & Competitor Analysis
Business Presentation
Business Plan
Business Analysis
Financial Modeling
Startup Consulting
Business Consulting
Investment Preparation
Financial Analysis
Competitive Analysis
Market Analysis
Market Research
$165 hourly
Donna N.
- 5.0/5
- (46 jobs)
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. Expert level user of SmartAdvocate (legal software) with ability to design and automate reports, create UDFs for Intake Wizard, design UDF pages and customer filled UDF pages. ➡ 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)

Business Planning
People Management
Budget Management
Management Consulting
Change Management
Business Change
Business
Process Documentation
Process Improvement
Process Design
Operations Management Software
Business Operations
Executive Coaching
Business Strategy
Business Proposal Writing
Project Management Professional
$75 hourly
Ryan P.
- 4.8/5
- (46 jobs)
Helping You Navigate Complex Challenges with Strategic Insights and Proven Expertise I’m Ryan Powell, an accomplished strategist and business consultant with a passion for guiding companies and leaders through their most pressing challenges. With over a decade of experience across technology, business planning, and leadership coaching, I help my clients move from uncertainty to clarity, from obstacles to opportunities. Why I Do What I Do: I’ve been in your shoes. As a founder, consultant, and executive, I’ve faced the frustration of tackling complex problems without the right guidance. I know how it feels to navigate the ever-changing landscape of business while trying to scale, innovate, and remain competitive. My mission is to ensure that others don’t have to go it alone. I’m here to provide the strategic insights and practical solutions you need to succeed. What Sets Me Apart: Proven Track Record: I’ve guided startups to millions in revenue, developed comprehensive business plans for major pitches, and led strategic turnarounds. I understand what it takes to build from the ground up and scale sustainably. Strategic Storytelling: My approach goes beyond tactics—I help you articulate your “why” and connect it to your audience in a meaningful way. This isn’t just about selling a product; it’s about sharing your vision and building relationships that last. Tailored Solutions: No two clients are the same. I specialize in creating customized strategies that align with your unique needs, goals, and market dynamics. How I Can Help: Whether you’re looking to refine your sales process, develop a compelling business plan, or navigate the complexities of scaling your business, I provide tailored, actionable insights that drive results. My services include: Business Strategy Development: Crafting bespoke plans that turn your vision into a clear, actionable strategy. Sales Optimization: Guiding you from founder-led sales to scalable, repeatable processes that drive growth. Leadership Coaching: Equipping you with the skills and insights to lead confidently and effectively, no matter the challenges ahead. Your Next Step: Ready to take your business to the next level? Let’s connect and explore how I can help you achieve your goals. Together, we’ll build a strategy that doesn’t just get you from point A to point B—but sets you up for long-term success. Best Regards, Ryan Powell, MBA-ITM, ACC Certified Executive Leadership Coach Doctoral Candidate, Business Admin.

Business Planning
Brand Strategy
Business Writing
Executive Coaching
Leadership Development
Leadership Coaching
Management Consulting
Startup Consulting
Business Plan
Organizational Plan
Business Planning & Strategy
Military
Business Proposal Writing
Business Modeling
Market Research
$33 hourly
Niccolo F.
- 5.0/5
- (132 jobs)
🌟 TOP RATED (i.e., top 10%) Creative Designers on Upwork, and one of the VERY FEW with extensive business experience and excellent communication skills: $50K+ earned in just 3.5 months, with consistent 5/5 feedback and a 100% job satisfaction score 🌟 12 years' global experience across 5 continents and hundreds of brands & businesses 🎯 My specialties: ✅ Tailor-made presentations reflecting YOUR unique vision 🌈 ✅ Unique brand identities & branding guidelines 📑 ✅ Digital assets for your brand 🌈 ✅ Company brochures that capture your brand's essence 📑 ✅ Dynamic Figma designs for interactive experiences 🖌️ ✅ Educational presentations that engage and inform 📚 ✅ Turn complex data into clear, persuasive stories 📊 ✅ Deliver captivating presentations that ensure audience retention 👀 ✅ Efficient and punctual - we respect your deadlines ⏰ ✅ Animate your presentations with advanced transitions and 3D effects 📊 👨‍💻 Expertise Across All Major Presentation Tools: - PowerPoint (PPT) - Figma - Canva - Keynote - Prezi - Google Slides - Beautiful.AI Whether you are sketching out the first ideas or polishing a final concept, I will adapt swiftly and surely, ensuring every output is towards YOUR success. 🔥 Using a blend of hardcore strategy & branding expertise and cutting-edge design, I have carved my niche in crafting memorable, impactful brands and presentations. 📢 Tell me your needs, prepare to be amazed. Let's make your next asset not just seen, but remembered. 🌟 📆 Availability: Always On! 🟢

Business Planning
Report Writing
Business Plan
Adobe InDesign
Microsoft Excel
Market Research
Business Analysis
Coaching
Presentations
Sales Presentation
PPTX
Pitch Deck
Microsoft PowerPoint
Presentation Design
Business Presentation
$65 hourly
Michael M.
- 5.0/5
- (75 jobs)
I advise early-stage, seed, and pre-seed startups with market research, product development, and investment materials. I also work directly with investors and VCs, providing them with due diligence, market research, data analysts services. I know what investors look for in startups. More importantly, I know what will disqualify a candidate from being considered. I will help you validate your market fit by targeting the right people, understanding your competition, refining your business model and strategy, and positioning your business so that it is attractive to both customers and investors. I specialize in: • Market Research & Data Analysis • Market Sizing & Segmentation • Customer Discovery & User Research • Startup Evaluation & Business Models • Competitive Analysis & Technology Review • Unique Value Proposition & Competitive Advantage • Product Validation & Product-Market-Fit • Rapid Prototyping & Minimum Viable Product (MVP) • User Acquisition, Conversion, & Retention • Pitching and Pitch Decks, & Approaching Investors I work with startups, established businesses, and investors who wish to know more about a particular industry, market, product, niche, or customer group. My market research has helped clients to secure funding, target new markets, launch products, anticipate trends, develop features, mitigate financial risks, create marketing campaigns, increase customer lifetime value (CLTV), decrease customer acquisition costs (CAC), improve margins, form strategic partnerships, make smart hiring decisions, streamline operations, and execute on their long-term vision. CLIENT SERVICES & DELIVERABLES INCLUDE: Market Research Studies and Reports • Market Research Studies: Longitudinal Studies, Controlled Studies, Study Design • User Research Studies: Interviews, Focus Groups, Surveys, Polls, Customer Feedback • Reports: Complete Market Research/Industry Reports, Whitepapers, Literature Reviews Business Research, Reports, and Presentation Materials • Competitive Analyses: SWOT, PESTLE, Levels of Competition, Features Matrix, Pricing Strategy • Business Memos: Executive Summaries, Product Briefs, Case Studies, Financial Performance • Investment Memos: UVP, Technology Review, Organizational Charts, Forecasts, Valuations • Data Analysis: Spreadsheets, Sales Calculators and Forecasting, Sales and Market Performance • Data Visualizations: Interactive Dashboards, Custom Infographics, Graphs, Charts, Tables, Maps • Presentations: Pitch Decks, Investor Presentations, Product Demos/Brochures, One-Pagers New Product Development and Product Management: • Product Design: Mockups, Wireframes, Prototypes, Design Criteria, Decision Matrices • UX/UI: UX Audits, A/B Testing, Customer Personas, User Stories • Product Development: Bill of Materials, Financial Projections, Supplier CRM, Procurement • Product Management: Product Roadmaps, Gantt Charts, Stakeholder Mapping, Product Proposals Business Programs for Incubators, Accelerators, and Universities • Program Evaluations: Performance Review, Problem Areas, Recommended Interventions • Business Course Creation: Course Curriculum, Schedule, Course Materials and Assignments • Course Management: Recruitment, Instruction, Ongoing Communications, Feedback, Evaluations

Business Planning
Data Visualization
Dashboard
Qualitative Research
Company Research
Audience Segmentation & Targeting
Business Analysis
Market Analysis
Business Report
Business Plan
Pitch Deck
Product Management
Startup Consulting
Data Analysis
Competitive Analysis
Market Research
$25 hourly
Miracle N.
- 4.6/5
- (56 jobs)
Are you leaving money on the table? While you're focused on running your business, thousands in grant funding could be passing you by. I transform complex grant applications into funding wins for businesses like yours. No more late nights decoding application requirements or struggling to tell your story in a way that resonates with decision-makers. Here's what sets my approach apart: - I match you with grants you're most likely to win, not just any opportunity - I translate your business vision into compelling proposals that get noticed - You stay focused on growth while I handle the entire funding process From startups to established companies, I've helped businesses secure the funding they need to reach their next level. My success rate speaks for itself - I only win when you win. Ready to secure the grant funding your business deserves? Let's have a quick chat about your goals and how I can help make them reality.

Business Planning
Budget Management
Personal Business Plan
Budget Proposal
Program Grant
Capacity Building Grant
In-Kind Grant
Letter of Intent
Funding Needs Assessment
Capital Grant
Grant Research & Prospect List
Grant Proposal
Grant Evaluation Plan
Grant Documentation
Grant Application
Grant Writing
$100 hourly
Deimar G.
- 5.0/5
- (53 jobs)
As a strategic finance partner for 40+ startups, I’ve driven international growth across diverse industries by crafting tailored processes and delivering actionable insights. I aim to empower decisions that lead your business to success. What Sets Me Apart: • Trusted Expertise: Praised for integrity and depth of analysis, clients value my ability to turn complex data into clear, actionable plans. • Responsive & Insightful: Known for high-level thinking and rapid responsiveness, I ensure stakeholders receive unique insights for informed decisions. • Results-Driven Success: Improved a client’s profitability per item sold from -14 to 9.5, exemplifying my focus on achieving measurable results. Key Achievements: • + 14 years of global financial management experience in over 15 countries, including the Real Estate, Software, and Mining industries. • + 9 years working with startups including clients like Schon Tepler Group, Hybrid, Emerald, Vitamin Energy, and more. • + $310M Underwritten Investments: Multifamily and commercial real estate— including hotels, restaurants, and rentals—across AZ, CA, FL, TX, Canada, and Aruba. • + $1.3B execution supervision as a Contract Administrator and Project Cost Controller for mining projects. • Achieved a 95% retention rate, building enduring relationships through continuous growth support. Services Offered: • Startup-Centric Financial Strategies: Specializing in the unique financial challenges and opportunities faced by startups, I tailor solutions that align with early growth dynamics. • Data-Driven Insights: Delivering deep insights through analysis and machine learning. • Performance Metrics & Reporting: Producing comprehensive reports that enable data-driven decision-making. • Profit Optimization: Driving cash flow enhancements and cost management to maximize profitability. • Multilingual Communication for Global Success: Fluency in multiple languages facilitates global collaboration. Client Praise: • "A++++ CFO / Data Analyst. Deimar's integrity and thorough approach are unparalleled.” ~ Rich Gorman, US • "Always on point and high-level thinking." ~ Schon Tepler Partners, US • "Demonstrates strong analytical skills and effective communication." ~ Daniel Carceles, AU • "Outstanding professionalism, easy to work with, highly recommended." ~ Kipax, FI Let's connect and explore how I can support your business in navigating financial complexities with clarity and precision, leveraging my diverse experience and strategic mindset.

Business Planning
Financial Accounting
Business Valuation
Coaching
Financial Reporting
Accounting
Financial Management
Business Modeling
Underwriting
Real Estate
Startup Consulting
Google Sheets
Financial Policies & Procedures
Financial Projection
Business Plan
Microsoft Excel
Financial Analysis
Want to browse more freelancers?
Sign up

Last updated: Jul 16, 2025

How it works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

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.

View less

Business Planner Hiring Resources

Learn about cost factors Hire talent

A talent edge for your entire organization

Enterprise Suite has you covered for hiring, managing, and scaling talent more strategically.

Schedule a call