Hire the best Business Planners in Canada

Check out Business Planners in Canada with the skills you need for your next job.
Clients rate Business Planners
Rating is 4.8 out of 5.
4.8/5
based on 359 client reviews
  • $45 hourly
    I help SaaS Ventures grow from 0 to $1M ARR with a performance-proven blueprint. I helped +20 SaaS and Tech Venture navigate an exceptional Go-To-Market for their products, achieve market acquisition, and have a defined execution plan for growth. This service is a perfect match for you if: 1. You have a B2B SaaS product. 2. You have the product MVP developed, QA tested, and Ready to launch and get early adopters. 3. Your revenue is from recurring subscriptions. 4. You are ready to hire the first marketing resource and need to hand them an execution plan to follow. My service includes, but is not limited to: 1. Pre-launch checklist 2. Go-To-Market strategy 3. Market Segmentation 4. Confirming ICP 5. Customer personas and messaging 6. Demand generation plan 7. Funnel optimization 8. Content marketing plan (Ask about content creation service) 9. KPIs and OKRs Dashboards 10. Budget optimization and resource allocation 11. Pricing optimization and offers strategy 12. Account Based Marketing strategy 13. Optimizing Cost of Acquisition, Cost To Service, and Annual Revenue per Unit (For older SaaS or post-launch) What my customers say about my service: Ali is an incredibly well-informed marketer who took my ideas, broke them down into the simplest forms, and told me the issues with them. Additionally, he communicated an alternative to the ideas I had presented and provided excellent direction on how to grow my brand. I would HIGHLY recommend his work to anyone who feels like they lack direction in their current marketing plans. -Mager- SaaS Founder. Check other testimonials and customer feedback on my UpWork Profile. Feel free to message me and book your Free Evaluation call for existing materials.
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    Marketing Management
    Lean Startup
    Startup Consulting
    Investment Strategy
    Pitch Deck
    ICO White Paper
    White Paper Writing
    Tokenomics
    Web3
    Blockchain, NFT & Cryptocurrency
    Growth Strategy
    Business Strategy
    Business Plan
    SaaS
    Go-to-Market Strategy
  • $150 hourly
    Are you ready to take your subscription-based business to the next level? As a financial expert with a proven track record of helping businesses achieve investor-grade financial operations and processes, I'm here to help you succeed. With my guidance and support, you'll be able to: ★ Maximize profitability and financial stability through effective financial management, forecasting, and strategy. ★ Focus on scaling and growing your business with peace of mind, knowing that your financials are scale-friendly and investor-ready. ★ Attract investors and lenders with high-quality forecasts and metrics, giving you the financial backing you need to achieve your goals. I work collaboratively with my clients to develop customized solutions that meet their unique needs. My experience spans a variety of subscription-based industries, including SaaS, Fintech, Edtech, Ecommerce, and Professional Services. But don't just take my word for it. Here's what some of my clients have to say: ✅ "Thanks to his expertise, I've been able to focus on growing the business, rather than worrying about short-term financial goals." ✅ "He supports the leadership team by consistently maintaining financial and operational transparency. His work is precise and thorough." ✅ "Felix has been incredible in helping us understand our cash flow, allowing us to make sound financial decisions for the future." If you're ready to achieve financial success and take your subscription-based business to the next level, let's partner together to make it happen.
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    Business Plan
    Management Accounting
    Financial Planning
    Cash Flow Modeling
    Financial Modeling
    CPA
    Project Management
    Cost Accounting
    Financial Accounting
    Financial Projection
    Cash Flow Analysis
    Financial Report
  • $55 hourly
    A thorough professional having 13 years of total experience. Experience includes working as a Python expert, a Telecommunications specialist, and an editor and proofreader. I am a two-times award winner engineer with an additional MBA degree. My experience can be broken down into following parts: - 13 years of cellular networks design and optimization. - 3 years of Data Science, Machine Learning, and Python experience. - 5 years of Editing and Proofreading experience. - 13 years of CV and resume creation and editing experience. - 5 years of academic tutoring experience.
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    Academic Writing
    Tutoring
    Kajabi
    Business Plan
    Financial Analysis
    Editing & Proofreading
    Neural Network
    Text Recognition
    Tableau
    Natural Language Processing
    pandas
    TensorFlow
    Python
    Deep Learning
    PyTorch
  • $60 hourly
    As a go-to expert for startups, SMBs, investment management firms, and consulting firms, I offer a wide range of services, including: - Pitch decks - Business plans - Financial models - Real estate underwriting models - Business analysis - Offerings memorandums - Market research - Marketing strategy - Financial content writing I also specialize in immigration business plans and pitch decks for United States, Canada and UK, including E-2 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP and Start-up Visa for Canada, and UK's Founders Visa. This is Abdur - a seasoned professional with over 5 years of experience in the field of equity research, investment banking, market research, and financial analysis. I have also worked in Risk & Compliance advisory, working with large Canadian banks on EDD reviews of High Risk Customers, PEP, as well as compliance audits. Let me help you navigate the financial landscape and achieve your business goals. Contact me today to learn more.
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    Anti-Money Laundering
    Immigration Business Plan
    Business Report
    Financial Planning
    Industry Research
    Microsoft Excel
    Equity Research
    Financial Reporting
    Investment Research
    Financial Analysis
    Pitch Deck
    Business Plan
    Financial Projection
    Company Research
    Report Writing
  • $50 hourly
    Leveraging my experience and expertise to support the next wave of VCs and Founders. As a partner of my own Venture Fund (actively deploying capital) and a C-Suite executive at a successful Product Development Company, I have created an ecosystem for Startups that begins with discovery and guides them through product development all the way to securing capital. Raised on the East Coast of Canada but now based in Toronto, my unique experience in Financial Services, Private Equity/Venture Capital and Product Development has positioned me to understand both sides of the discussion between growing companies in need of cash and the organizations that finance them. Additionally, the MBA I earned from a globally ranked Business School has equipped me with all the tools needed to manage a successful business. Having created and reviewed hundreds of business plans and pitch decks, the services I humbly offer include: 1) Consulting and Advisory (Strategy, Fundraising, Product) 2) Business Plan Creation and/or Review 3) Pitch Deck Creation and/or Review (For subject clients or opportunities they may be pursuing) 4) Financial Modelling 5) Financial Valuations (Both Pre and Post Revenue) 6) Market Research (Competitive Landscape, Market Sizing, etc.) 7) Pitch Presentation Advisory (Story Telling, Structure, Mannerisms, etc.) Additionally, my affiliations and extensive network provide me access to technical solutions as needed: 1) Product Development (Discovery, Research, Functional Requirements, etc.) 2) Software Development (Mobile, Desktop, Integrations, API, Prototyping, etc.) 3) Product and App Design 3) Accounting Support 4) Marketing Support Primary Focus: Startups --> Pre-Seed, Seed, Series A (will occasionally consider growth stage) Venture Funds --> Agnostic Should an opportunity exist that would benefit from my skill set, I would happily welcome the discussion to learn more and progress the conversation. Ultimately, my perspective is that making money is important, but finding enrichment in the process and working with genuine people you enjoy spending time with is invaluable.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Financial Modeling
    Presentations
    Company Valuation
    Market Research
    Product Management
    Financial Analysis & Valuation
    Product Development
    Business Strategy
    Pitch Deck
    Startup Consulting
    Fundraising
    Startup Company
    Venture Capital Consulting
    Business Plan
    Management Consulting
  • $110 hourly
    I can help bring a structured approach to solving complex problems from my experience as a BCG management consultant, grounded with entrepreneurial experience from rapidly growing my own eCommerce business. I aim to deliver practical and actionable strategic, financial and operational counsel and can help you drive to day-to-day execution. Areas that I can help with: Forecasting, budgeting, and business planning Profitability driver analysis, and cost reduction Organizational design Working capital optimization New opportunity assessment and planning Product assortment analysis and optimization Operations improvement (supply chain, fulfilment, warehousing, sourcing, etc) Capital structure planning and raising debt financing Look forward to connecting!
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    Cash Flow Modeling
    Management Consulting
    Business Strategy
    Strategy
    Strategic Planning
    Business Operations
    Financial Analysis
    Operational Planning
    Organizational Design & Effectiveness
    Financial Modeling
    Business Plan
  • $75 hourly
    Only 1% of the founders raise startup capital.. That is because they lack one crucial element. Storytelling! Our clients have secured over $400M in funding because of our unique approach in ✔️ Storytelling ✔️Financial modeling ✔️Positioning your business as a unique opportunity in front of the investor 🚀 Hi, I'm Jamal, an ex-PwC consultant with a proven track record of working with founders backed up by investors and investment banks 🎯 I have honed my ability to communicate complex ideas effectively and convincingly across multiple industries, including 🟡 Technology & SaaS 🟡Healthcare 🟡E-commerce 🟡EdTech 🟡Clean Energy 🟡FinTech 🟡Blockchain & Crypto 🟡Web3 and NFTs 🟡Cannabis 🟡Real estate, and countless other ✨ My secret sauce? I harness the power of emotive storytelling, grounded research, and striking visuals to set your business apart in the bustling investment arena! Together with my team, I bring 60 years of VC, Startup, and Private Equity experience to help you craft captivating narratives, devise realistic financial models benchmarked against industry standards, and robust business plans that cement your value proposition. 🌟 My clients have been funded by renowned VC firms such as Techstarters, Sequoia Capital, Andreessen Horowitz, and Accel Partners. I'm here to help you become my next success story. 🔑 As your dedicated partner, I'll work closely with you to: 1️⃣ Develop a compelling narrative & story for your pitch deck that captures the essence of your vision and highlights your unique value proposition 2️⃣ Craft a comprehensive business plan, complete with detailed financial projections, in-depth market analysis, competitive landscape, marketing strategy, operational plan, and a clear roadmap to success. 3️⃣ Ensure your pitch deck and business plan stand out with our team's expertise in design, content writing, and market research, all done in-house for a seamless and timely experience 🤝 Ready to bring your vision to life and join the ranks of my successful clients? Let's connect and create a pitch deck or business plan that will leave investors eager to be a part of your journey. ________ 🗣️ WHAT OTHERS HAVE TO SAY ABOUT ME Funded by Techstarters ⭐ "Thanks to his invaluable help, I went from a nobody to being considered by the top VC funds in the country, who all came to the consensus that the work Jamal did constitutes one of the best they have seen for pre-seed and seed ventures" - Quantifying Nature. Raised $50M in Funding⭐ "Thanks to your planning, our business is funded to $50,000,000. I highly recommend Jamal to anyone looking for a serious business strategist and analyst with a deep understanding of financial modeling." - Uberstate. 5X Investor Backed Founder⭐ "I am a 5x investor-backed CEO that has worked with 150+ different financial experts, including CFOs reporting to me. I am deeply integrated in the VC community and know quality when I see it. . This team is amazing, we will definitely be working together again." _____________ What I specialize in - Investor-ready business plans - Investor pitch deck and memorandums - Feasibility studies - Financial modeling, projections, and valuations - Investor reach out and introductions 𝐃𝐎𝐍’𝐓 𝐏𝐔𝐓 𝐎𝐅𝐅 𝐈𝐍𝐕𝐄𝐒𝐓𝐌𝐄𝐍𝐓 & 𝐒𝐔𝐂𝐂𝐄𝐒𝐒 𝐎𝐍 𝐂𝐇𝐀𝐍𝐂𝐄. Check out my past work to see the quality I bring to the table!
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    Pitchbook
    Fundraising
    Business Plan
    Strategic Plan
    Financial Modeling
    Sales Presentation
    Financial Management
    Startup Consulting
    Business Consulting
    Strategy
    Financial Planning
    Financial Analysis
    Financial Projection
  • $100 hourly
    Hello, I'm Kelin, a Vancouver-based professional specializing in creating customized business plans, pitch decks, and financial models. With over a decade of experience, I have helped numerous clients secure substantial funding from financial institutions, totalling over $1 billion. My expertise lies in crafting compelling business plans and pitch decks that effectively communicate a business's value and potential. I have a proven track record of assisting clients in raising investment capital, securing bank loans, and obtaining immigration visas for business purposes. By combining a meticulous attention to detail with a deep understanding of financial strategies, I deliver professional documents that make a lasting impact. My focus is on helping businesses globally achieve their goals and secure funding for growth. If you're seeking to attract investors, expand your business, or secure funding, I can tailor comprehensive plans aligned with your unique goals. I offer a results-oriented approach backed by a solid understanding of market trends. Let's connect to bring your vision to life and achieve your business objectives.
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    Pitchbook
    Business Writing
    Financial Modeling
    Financial Planning
    Business Valuation
    Financial Analysis
    Valuation
    Business Plan
  • $30 hourly
    Are you looking for a seasoned financial modeling and business valuation expert? If yes, then you have come to the right place. I am a Chartered Accountant (CPA) with Big 4 experience and over 7 years of industry experience in financial modeling and analysis. I am also among the top-ranking financial modeling freelancers on Upwork, with a Job Success Score of 100%. I am an Excel expert as well. I can help you with: 💡 Financial Modeling: I can create robust and dynamic financial models for business valuation, financial statements, projections, forecasting, and investor decks. I have built financial models for startups and established companies across various industries such as SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, IT, and others. Types of Financial Modeling I've built include: 💡 Financial Modeling for Startups (SaaS, e-commerce, web3, retail sectors). 💡 Sales Forecasting financial modeling for Inventory management. 💡 Budgeting financial modeling. 💡 Real-estate financial Modeling. 💡 3-statement (P&L, balance sheet, and cash flow) financial modeling. 💡 Equity waterfalls (GP/LP, promotes, splits) and debt structures (senior and mezzanine debt). 💡 Merger and LBO financial modeling. 📝 Business Plan and Investor Deck: I can create a comprehensive and customized business plan and investor deck for your startup or existing business. I can conduct market research, competitor analysis, SWOT analysis, and risk assessment. I can also craft a compelling executive summary, mission statement, value proposition, and marketing strategy for business plan and investor deck. 💰 Financial Analysis: I can analyze and present financial data using advanced Excel skills, such as Power Query, V-lookups, and pivot tables. I can also create Excel automation and dashboards to help you monitor and improve your business performance. 👨‍💼 Virtual CFO Services: I can provide you with strategic guidance and advice on how to achieve your financial goals and grow your business. I can also offer business intelligence reporting, outsourced finance department, and offshore accounting services. If you believe my skills are a good match for your project or need further information about my capabilities, please don't hesitate to contact me.
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    Business Proposal Writing
    Business Writing
    Investment Research
    Business Analysis
    Business Plan
    Startup Consulting
    Business Proposal
    Financial Modeling
    Business Valuation
    Financial Analysis
    Financial Projection
    Microsoft Excel
  • $125 hourly
    I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Growth Strategy
    Mergers & Acquisitions
    Financial Analysis
    Presentation Design
    Strategy
    Venture Capital
    Fundraising
    Startup Consulting
    Business Plan
    Investor Overview
    Investment Banking
    Management Consulting
    Financial Modeling
    Venture Capital Consulting
    Presentations
  • $75 hourly
    Professional Food Scientist with 20+ years of product development, research, analysis and sensory evaluation coupled with a chef background making food products taste great while being functional. Dedicated to getting the flavors of our tables into food products that can make our lives a little bit easier and better while being kindly in sync with Mother Nature. I love collaborating with clients to combine deep industry knowledge with profitable innovative solutions creating new food products delivered within time frame and budget. I have been extremely fortunate working with clients globally from the Mayo Clinic, GoGo Quinoa, Nutriscuit and Real Food Love creating great work together for our exciting food future. My focus is in the health and sustainability market innovating new products with a specialty in gluten-free, vegan, plant protein and keto-friendly food products with regenerative food practices involved. The future is plant-based and I’m here to make it thrive with the growth it needs! I have worked with new startups and established institutions, looking very forward to working with you! I can help you with: * Product Formulation and Reformulation * Sustainable and Regenerative Food Systems * Health and Wellness Food Products * Consultation and Troubleshooting * Optimized Ingredient Functionality * Nutrition Information Labelling * Recipe Development and Writing * Food Photography Styling for Social Media Products Developed: High Protein breakfast 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 dry mixes; zero-waste cookie menus, sustainable and regenerative sourced flavored sea moss gels; plus many more to come :)
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Recipe Development
    Business Plan
    Product Description
    Sustainability
    Product Design
    Health & Wellness
    Food Engineering
    Food Photography
    Nutrition
    Technical Support
    Product Formulation
    Product Development
    Label Compliance
  • $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
  • $135 hourly
    Hi! With extensive experience in the startup landscape, I've worked with numerous companies in Toronto in preparing business plans, pitch decks and one-pagers to get them off to the right start with potential investors. You can learn more about my experience on my Linkedin: @gursharn I’m a native English speaker and have done a few gigs on Upwork related to startup and research. I'm a detail oriented fast worker. Of late, I've also worked with many clients in creating professional resumes, CVs and Linkedin profiles. Need something a little different? No problemo! Reach out and I’m sure we can work something out :)
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Pitch Deck
    Business Editing
    Business Operations
    Business Proposal
    Business Coaching
    Business Plan
    Presentations
    Editing & Proofreading
    Proposal Writing
    Pitchbook
    Proofreading
    Venture Capital Consulting
    Grant Writing
    Writing
  • $50 hourly
    20+ Years of Experience in Business Consulting, Business Analysis & IT Management with extensive analysis and leadership experience, Continuous Improvement specialist; Strategic Thinker, Proven Ability to Manage Multiple Projects Concurrently, Lead Team to Success, and Unify Efforts Among Teams to Achieve Business Goals. Expert in Business Planning, Financial Forecasting and Models, Investor Pitch Deck Consulting. As a seasonal project management consultant, expert PMO, digital strategist, and transformational roadmap expert, I can help you manage projects more effective way and help create IT business strategies in achieving optimal productivity and profitability for your business. I have helped public and private organizations in setting up business and technical strategies in turning their visions into realities. I have more than 15 years of experience in the project management and leadership roles in implementing IT and business system within budget, time and scope using agile and waterfall practices including scrum. In my formal education, I have bachelor and master in IT and then MBA that helped me connect IT and business dots. I am a PMP, ITIL Foundation and scrum master certified. Along with this I have intensive experience in delivering various Technology, Software, business transformation road-map projects for various public, & private organization around the globe and delivered business value-driven projects. I have a strong experience in managing diverse teams, and different functional groups to build collaboration in the organization by motivating and inspiring peers and team members. Always identifying opportunities to work more efficiently and effectively and bring improvements through agility in my workplace. As a Business analyst and management consultant helps you with a strong business plan to startup or scale-up business with compelling vision, assist you with market trends, business analysis, competitive research and analysis, marketing approach, strategies for startup, growth or exit plan.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Communications
    Process Infographics
    Presentations
    Financial Software
    Leadership Training
    Business Coaching
    Project Management Office
    Business Planning & Strategy
    Management Consulting
    Business Analysis
    Business Plan
    Digital Transformation
    Budget Management
  • $50 hourly
    I excel in effectively communicating organizational objectives to your target audience. My approach involves first gaining a thorough understanding of your goals and then creating a well-structured and engaging package of information to convey them. As a consultant, I possess a unique skill set that enables me to create a cohesive project by combining creative copywriting and graphics with professional structure and flow. Furthermore, I exhibit exceptional research skills and can evaluate the feasibility of your project by crunching numbers and providing appropriate recommendations to ensure its success. If necessary, I can also guide you toward redirecting or rebuilding the project from scratch. Furthermore, I leverage my graphic design expertise to produce high-quality work that meets industry standards and caters to your specific needs. Throughout the process, I diligently take detailed notes and employ relevant industry standards to ensure that the final product not only meets but surpasses your expectations. Whether you're seeking to communicate a specific goal or improve your overall business strategy, I am committed to partnering with you to achieve your desired outcomes and take your project to the next level.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Problem Solving
    Keynote
    Business Plan Writing
    Google Slides
    Microsoft PowerPoint
    Business Presentation
    Visual Presentation Design
    Pitch Deck
    Marketing Presentation
    Business Strategy
    Strategic Plan
    Presentation Design
    Project Management
    Creative Strategy
    Business Plan
  • $175 hourly
    I am an enthusiastic, versatile, hands-on and strategic senior executive with experience in financial management, quality assurance, governance, and operations management for private and public companies in many industries, sized from very small to extremely large, and across 3 continents. I partner with businesses to help them grow and succeed; people working together toward a common vision accomplish more. Several clients have derived the greatest value from jointly analyzing their business, identifying easily achievable adjustments, key business drivers to track, and achieved efficient growth, even in difficult economic conditions, without the need for complex sales or marketing. On a team, effectively engaging all members, developing and mentoring, and encouraging effective communication contribute to bottom-line performance and employee engagement. I specialize in 3 areas: ▶ CLARITY, VISIBILITY and EFFICIENCY: I implement accounting and finance systems, or reengineer existing reports and statements, create metrics and charts to highlight and analyze performance, trends and strategies. Clarity of cash flows is an area I consider to be especially important. For a public manufacturer, I analyzed performance in detail (including product, customer, and department) and created tools for daily cash management to achieve a radical turnaround and profitable emergence from bankruptcy. For a power generation company and a public IT and SaaS company implementing new ERP systems and enhanced internal, external and board reporting highlighted performance, improved profitability over 200%, improved cash management, and created efficiency in the preparation and filing of reports. ▶ FUNDING, CORPORATE TRANSACTIONS and DUE DILIGENCE: I create business plans, financial models, investor information sheets and packages for raising debt, equity and grant funding, as well as for acquisition, restructure and disposal of entities and assets. When desired I accompany clients in meetings and manage data rooms for due diligence. For a construction company I closed two government grants and 7 debt instruments to fund capital projects. In aerospace I renegotiated, and later redeemed, all secured debt, raised new funding through unsecured lines of credit, two equity raises, two government grants and a large interest free loan. For an oilfield service group I negotiated and closed on the sale of a subsidiary, and in logistics merged entities. ▶ PROFITABILITY and RISK: I develop strategies for profitable business and for identification and management of risk. I drove growth and strategic realignment, added clients 2.5 times larger and doubled ongoing services in a financial service group. For a not-for-profit entity and a public company I introduced a risk assessment process reported to the boards of directors. For an international public group I development and implemented policies and procedures to ensure consistent standards, reporting and practices among subsidiaries (including bribery, corruption, privacy standards and international law). I renegotiated 26 insurance policies and created methodology to minimize risk and cost. I also have extensive experience in: ▶ Systems and processes ▶ People development ▶ Financial mentor and training ▶ Dashboards for strategic, board of directors, executive, operational or tactical purposes ▶ Strategic planning ▶ Development and implementation of financial policies and procedures ▶ Project tenders ▶ Project management My services include: • Fractional CFO (or FD) - ongoing, Interim, or Part-Time • Financial management • Cash Management • Management, Public and Board Reporting • Company Dashboard or KPI Creation and Enhancement • Financial Systems Assessment and Improvement • Forecasting, Budgeting and Business Planning • Financial Planning and Analysis • Investor and Funder Presentations • Process Design and Re-engineering • Turnarounds, Mergers, Acquisitions and Divestment support • Due Diligence • Corporate and Board Governance • Independent Director • Policies and Procedures • Risk Management and Business Continuity Planning • Fundraising Support • Pitch decks and raises • Business Proposal and Grant Writing • Contract Negotiations • Project Management • Accounting System Setup and Upgrades • Chart of Accounts Setup and Improvements My industry experience includes: ▶ Aerospace ▶ Computer software, hardware and SaaS ▶ Food manufacturing ▶ Health insurance and service ▶ International trade ▶ Manufacturing ▶ Medical services ▶ Not-for-profit ▶ Oil and gas ▶ Oilfield services ▶ Payroll and benefits service ▶ Power generation ▶ Professional services ▶ Transportation and logistics (intermodal) ▶ Utilities, and ▶ Many others. FREE If you would like to send me a copy of your financial statements I will provide you a complimentary initial assessment and recommendations for improvement. Please contact me to discuss your project.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    CPA
    Business Transformation
    Change Management
    Growth Strategy
    Continuous Improvement
    Process Improvement
    Financial Reporting
    Performance Optimization
    Financial Management
    Management Consulting
    Business Plan
    Compliance
  • $70 hourly
    I have 6+ years of experience in •⠀Financial Modeling, Projections and Cash flow modeling •⠀Company valuation •⠀Secondary Market research across industries •⠀Advisory reports and presentations I can prepare complex cashflow models with macros which is easy to use & interpret by even a non-finance background person. I have worked with Royal Bank of Canada, Toronto and SBI Capital Markets, Mumbai and have built numerous financial models for debt and equity financing.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    Valuation
    Accounting Principles & Practices
    Forecasting
    Venture Capital Consulting
    Business Writing
    Business Modeling
    Microsoft Excel
    Financial Projection
    Spreadsheet Software
    Financial Analysis
    Financial Modeling
    Data Analysis
    Presentations
  • $35 hourly
    I am an Economic Development and Small Enterprise Consultant with experience in Canada, the US, and South Africa. My expertise is in: - Economic research and strategy development - Business planning, including financial forecasting - Crafting pitch decks and funding proposals - Content development for corporate documents, websites, etc. - Writing and delivering small enterprise training programs - Proofreading and editing
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    Presentation Design
    Economics
    Writing
    Strategic Plan
    Research & Strategy
    Proposal Writing
    Training Design
    Editing & Proofreading
    Website Content
    Copywriting
  • $125 hourly
    I am an Entrepreneur and CFO and I've teamed up with an exceptional Financial Analyst from a leading Investment Management firm. If you are looking for financing, we can prepare first-class materials for you. We have raised over $30 million in capital for our clients and our own business. Below are four of our most common services we provide: 1) Financial Modelling - $125/hour We will build or improve your company's three statement financial model (balance sheet, income statement and cash flow). The model will cover both historical performance (if applicable) as well as financial forecast results. Using our professional templates, we will produce an investment-ready model that offers valuable insights, trend analysis and performance. Potential Use Cases: Investor presentations, Finance meetings, Assessing performance and future capital needs. 2. Valuation Analysis - $125/hour Want to assess the value of your business or what it could be worth if you were to sell? We will help develop a financially based business valuation using industry standard valuation methods including Discounted Cash Flow analysis, Comparable Company Analysis. In order to complete this analysis we will require a complete financial model, or one can be prepared for you, see item 1 above. Potential Use Cases: Selling your business, Partner Buyout or MBO, Financing meetings with Bank, Investor presentations 3. Investor/Bank Financing Materials - $100/hour Do you have investor meetings coming up and are unsure on how to prepare your materials? 75% of entrepreneurs go into these meetings unprepared or with materials not up to an investors standards. Passionate founders often get too detailed or lose sight of key messages. It is critical you deliver a concise but informative pitch. Potential Use Cases: Building an investor/lender pitch deck, reviewing existing deck, coaching on presentation delivery including mock presentations as needed. 4. Spreadsheet / Database Automation - $80/hour Need to be more efficient in updating your key business data and financials? We can help you better utilize your business data by automating many of your time consuming excel based sheets. Our solution will fractionalize the time you or your employees spend updating databases and offer you tools to make quick and more accurate data-based decisions. Potential Use Cases: Management reporting, Customer database, Inventory analysis, Financial Metrics If you need to tackle one or more of the projects above, we can get the job done for quickly and efficiently. Let's get started!
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Startup Consulting
    Pro Forma Statement
    Capital Markets
    Financial Modeling
    Financial Presentation
    Budget Management
    Financial Analysis
    Financial Projection
    Pitchbook
    Business Plan
    Cash Flow Modeling
    Business Planning & Strategy
  • $33 hourly
    As a Technical Writer, I help document, create, and categorize operating procedures by role and department. When no standard operating procedure (SOP) or operations manual exists, I help create one. Since I work with, analyze, and organize systems and procedures every day, I am also equipped to provide you with insights and recommendations for efficiency and scale. My main services as a technical writer are: 1. Standard Operating Procedures 2. Franchise Operations Manuals 3. Business Systemization / Funnels or Pipelines I go with your company's flow and offer thorough, well structured, and beautiful work. Custom diagrams and images are included in all work. Reach out now - I'm currently available and open to any industry, especially those related to music, beauty, wellness, sustainability, urban planning, architecture, or anything that is backed by an honest passion. I look forward to hearing about what's going for you and your business.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    International Marketing
    Beauty
    Consultation Session
    Business Plan
    Business Operations
    Business Research
    Problem Solving
    Leadership Skills
    Leadership Development
    Creative Direction
    Creative Strategy
    Writing
    Strategy
    Graphic Design
    Business Services
  • $150 hourly
    Expert Vetted and Available for limited clients, Make the right choice the first time around saving you money and time. Executive at NEST Inc. bringing a Esports event organization into one of the largest corporations in Canada, and developing 9 other subsidiaries. CFO at Davannic Imports Corporation, an ecommerce business in which I am partnered with the CEO to develop an online store which has already made over $144,000 in its first year. High level expertise dealing with management level reporting and decision making. Solid experience in vast and various industries. (Political, Private, and Public Sector) Able to quickly adapt and execute effective action plans for your business. Business & Management Planning Recruitment Development (Pipelines, connections, and processes) Mentorship and Training HR Staff Retention Efficiency Audits Staff Evaluation and Feedback Management and Operations Consultation (Processes and restructuring) Corporate Governance (Rules, Limits, Vision, Direction) Public Relations Strategies Marketing Strategies
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    Price & Quote Negotiation
    Business Change
    Political Art
    Budget Management
    Logistics Management
    Business Development
    Executive Coaching
    Recruiting
    Business Plan
    Staff Recruitment & Management
    Business Management
    Event Management
    HR & Business Services
    Business with 10-99 Employees
  • $40 hourly
    Look no further for a reliable Human Resources professional well versed in all areas of the field primarily focused on recruitment, on-boarding, employee experience and strategic planning. In recent years I've recruited globally for companies with main offices in Canada and the US. Equally, I have supported companies within HR support and business development roles. I have more than 8 years of full cycle recruiting experience for mostly tech, not-for-profit and federal government which includes the full recruitment cycle such as job posting, candidate sourcing, interview set up and preparation, on-boarding, and candidate management. I adapt quickly to new systems. Tech Stack: Google Suite | Slack | Zoom | Linkedin | Canva Pro | Bullhorn | Greenhouse | Asana | Findem | Loom | Zendesk | BambooHR | WordPress | Pinterest | ChatGPT | CopyAI Over the years, I've honed my ability to navigate complex projects, ensuring they stay on track from inception to completion. My meticulous attention to detail has allowed me to manage timelines, budgets, and objectives with precision. My expertise extends to online business management, where I've demonstrated a proficiency in leveraging digital tools and strategies to optimize productivity and efficiency. Areas of Expertise: Recruitment & On-boarding Employee Experience/Engagement/Retention Strategic Planning Performance Measurement Change Management HR Planning Event Management Business Development Executive Support Why Hire Me: I leverage my skills to drive strategic initiatives and cultivate growth opportunities for both individuals and organisations. My certifications in Change Management and Personality Insights allow me to bring a unique perspective to my work, ensuring successful outcomes in every project I undertake. Let's Connect: I'm passionate about recruitment, business development, talent acquisition, and retention. Let's discuss how I can contribute to your organisation's success! #Copywriting | #Research | #DataEntry | #Interviews | #AdCopy | #Recruitment | #ContentMarketing | #LinkedInExpert | #HRExpert | #EntrepreneurshipCoach | #Recruiting | #ManagementAdvice | #HRStrategies | #TalentDiscovery | #CareerOpportunities | #HRtech | #BambooHR | #GoogleWorkspace | #Slack | #Zoom | #LinkedIn | #Canva | #Bullhorn | #Greenhouse | #Asana | #Findem | #Loom | #ProjectManagement | #Interviewing | #Onboarding | #RemoteWork | #BusinessDevelopment | #DiversityRecruiting | #CareerAdvice | #JobSearchSupport | #ResumeBuilding | #SmallBusiness | #Entrepreneurship | #ContentCreation | #Contracting | #Recruitment | #Strategy | #Reporting | #Analytics
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    LinkedIn Development
    Budget Management
    Financial Reporting
    Business Writing
    Business Plan
    Marketing
    Change Management
    Marketing Strategy
    Human Resource Management
    Marketing Advertising
    Brand Management
    Executive Support
    Administrative Support
    HR & Business Services
  • $35 hourly
    As an experienced recruiter and HR professional, I enjoy creating, editing, and formatting resumes, cover letters, and helping to build a social media presence. As a recruiter for a reputable search firm, I helped place over 200 candidates into positions. Now as an HR professional, I still enjoy helping individuals build their portfolio to prepare for job applications and interviews. All content that I create will include keywords that will guarantee visibility in recruiter searches in your field, be concise and free of errors, and highlight your skills and who you are. Contact me with your existing documents or information to get started and docx files will be provided
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Press Release
    Speech Writing
    Business Plan
    Article Writing
    Content Writing
    LinkedIn Profile
    Editing & Proofreading
    Cover Letter
    CV
    Resume
  • $70 hourly
    Hi, I am Vikas Sadana, An MBA with 15+ years of experience in end-to-end functions of Marketing. I am adept at Creating Marketing and Business Plans, Digital Marketing functions such as SEO, Social Media Marketing, Brand Consulting, Influencer Marketing, Marketing Automation, and much more. Over ten years of experience in Instagram, Facebook, Pinterest, SEO, Twitter, click funnel, Linkedin, infusion soft, Hubspot, etc. ★ Services Includes: 📌Marketing Plan 📌Business Plan 📌 SEO Audit and Optimisation 📌 Competitor Analysis 📌 Social media marketing 📌 Online Reputation Management 📌 Paid Media Marketing 📌 Keywords Analysis 📌 Email Marketing, Organic growth, Outbound Marketing 📌 Pay Per Click Marketing 📌 Content Creation 📌 Marketing Automation 📌 Inbound Marketing Over the years, I have been managing projects related to varied industry verticals like - Automobile, Software, Mobile Applications, Real Estate, Construction, Wellness, Coaching, E-Commerce, Technology, Blogging, Spirituality, Fashion, Apparel, Gaming, Travel & Tourism, etc. You are just a click away from getting a success story created for your business. Best, VS
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Business Plan
    Digital Marketing
    SEO Audit
    Marketing Automation Strategy
    Social Media Marketing Plan
    Brand Consulting
    Google Ad Manager
    Social Media Management
    Content Strategy
    Web Content Strategy
    Digital Marketing Strategy
    Email Marketing
    Marketing Strategy
    Search Engine Optimization
  • $75 hourly
    Trusted by 480+ clients worldwide Created and/or revamped 12K+ slides Doing this professionally for 10+ years My biggest work so far is when I re-designed presentations for Upwork’s Senior VP-Marketing FUNDS RAISED USING MY SLIDES? During the last 12 months, I have helped startups (Reno Run, MarketPlace.city Oplant, Phonism, TherOzone USA Inc, Roam Robotics.) in Canada and the US with combined Seed, Angel, and Series A fund investments of 20+ Million USD. WHAT MY CLIENTS SAY ABOUT ME? "If I could give Joy 10 stars, I would. She picks up instantly on what is needed, creates a great user experience, and delivers professional work on schedule and budget every time." - Michael Reed (Siemens Technologies), USA "Joy did excellent work, responded to feedback quickly and professionally and turned around a terrific deck for a key pitch meeting. I would strongly recommend her services." - Edmund Zagorin (Bid Ops), USA "Wow - this was a brilliant experience and Joy was a pleasure to work with! I would definitely recommend Joy. Timely, professional and the work looked great. Thank you Joy!" - Jen Celer (Electricity Smart), UK "Really enjoy working with Joy - willing to make necessary changes where required and comes back with amazing alternatives. I will be continuing my work with Joy for all my projects." - Diana Cormie (Tempus Wealth) , Australia "Joy's communication and responsiveness were really good and continue to be excellent. This was her 4th task and we were satisfied as in all last times." - Moshe Dagani (Emoze), Israel
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Adobe XD
    Presentations
    Layout Design
    Business Plan
    Graphic Design
    Pitchbook
    Keynote
    Presentation Design
    Google Slides
    Business Presentation
    Microsoft PowerPoint
    Branding Template
    Sales Presentation
  • $55 hourly
    Welcome to my space! I am looking to add 2 or 3 more Shopify businesses based in Canada to my cloud bookkeeping practice as I specialize in bookkeeping for Shopify. Are you looking for A2X integration to bring in the sales from Shopify to Quickbooks Online or Xero. I can help. If you have an Amazon store in addition, that can be integrated too. Dext is my preferred software for receipts management. Wagepoint for payroll. If you are registered for sales tax and need help with filing your returns I can help you with file GSTHST Returns as well as provincial sales tax returns for BC, SK & MB. Usually, I start with a paid diagnostic review of your current file and provide you with a fixed price quote for cleanup catchup work and a fixed monthly price quote for ongoing support. This way, everything is clear from the beginning and there are no surprises with high bills and unexpected number of hours. As a Quickbooks Online Proadvisor and Xero Certified Advisor I have access to discounts and wholesale prices for the software. I often use other software applications that save time and offer convenience to create an easy and efficient bookkeeping system for your business. Reconciling Paypal or Stripe are other areas where I can help you with my expertise. They are often used in e-commerce and can be confusing. I have experience and processes to account for them.
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Xero
    Accounts Receivable Management
    Business Plan
    Accounts Payable Management
    Intuit QuickBooks
    Bookkeeping
    Accounting Software
    Bank Reconciliation
  • $165 hourly
    Hello. Are you launching a startup? Looking to propel your company? With 25+ years in investment banking, venture capital, and startup finance, I've worked with hundreds of startups and early-stage companies. My toolkit? Developing powerful and effective financial models, pitch decks, and business plans. But it's not just about creating the right tools. It's about deploying them with precision. That’s where I can assist you even more. I will help you understand investors and the fundraising process, ensuring your venture is not just another pitch but one investors stand up and take notice. Spotting what investors crave and catching potential deal-breakers is my forte. Think of me as your fundraising strategist – understanding the investor psyche, anticipating their questions, and setting you apart. My journey spans co-founding a venture capital firm, leading an investment banking firm, and igniting the growth of early-stage tech powerhouses. I have lived the entrepreneur life, been the bridge between startups and capital giants, and navigated the intricate waters of private equity. What excites me? The spark of potential. The thrill of turning a vision into a funded reality and working side-by-side with founders like you, creating strategies that resonate and results that exceed expectations. Let's have a chat! Dive into your aspirations, challenges, and goals. Together, we can make your startup journey unforgettable. Ready to elevate your company? Drop me a message. Let's talk. Cheers, Kim
    vsuc_fltilesrefresh_TrophyIcon Business Planning
    Financial Projection
    Investor Overview
    Strategy
    Venture Capital Consulting
    Financial Writing
    Corporate Finance
    Business Plan
    Business Coaching
    Management Consulting
    Presentations
    Startup Consulting
    Financial Modeling
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