Upwork home
Sign up
Secondary

Hire the best Business Planning & Strategy Freelancers in Florida

Check out Business Planning & Strategy Freelancers in Florida with the skills you need for your next job.
Get started
  • $75 hourly

    • 5.0/5
    • (40 jobs)
    Hi there! I am a Certified Online Business Manager that enjoys helping businesses get back their time and grow their revenue by streamlining their processes. We all have that "thing" that gets us excited and technology happens to be mine! Which is why I became a Certified Dubsado Specialist. I specialize in Dubsado set ups and I love partnering with businesses to streamline their client systems by building out automations and systems to improve efficiency. Are You Struggling With Feeling Overwhelmed or Burnt Out In Running Your Business? You’ve been working hard to grow your business and you’ve finally begun to see the fruits of your labor. Woohoo! However your celebrations begin to fade and you have found yourself overwhelmed with your mountain of a to-do list! You keep adding to your list of tasks, but you aren’t able to check off as many items as you would like. Your flourishing business is now taking away from the enjoyment that you once had for running your business. The time you are wasting doing the important, yet repetitive tasks that keep your business going could be better spent serving more clients or having more time to yourself. Does this sound like you? Are you quickly approaching your limit and feeling burnt out or just plain tired? Don’t settle with being stressed and losing the excitement that you once had for your business. This is where I am here to help! Imagine having the free time to go home early to spend the afternoon with your family. When is the last time you were able to relax or do something you enjoy and not even once think about your surmounting list of to dos? I've been there too. As a small business owner myself, my husband and I have experienced first hand the difficult and daunting tasks that come with running a business. Let me help take some of the weight off your shoulders by strategizing with you to build an automation system for your business that will not only save time but also help lower your costs. Don't keep doing those tasks that we can set on autopilot! Let's work on getting you back your time and even more so, Back to Loving Your Business! Let's connect and strategize together to get your time back and streamline your day! PS. If you're a personality assessments type, My Kolbe A Index is 9-6-1-5, my 16 Personalities result is: ESFJ-A and my top Clifton Strengths are: Achiever, Learner, Responsibility, Consistency, Input.
    Featured Skill Business Planning & Strategy
    Email Marketing
    Business Process Automation
    WordPress
    Elementor
    Dubsado
    Project Management
  • $100 hourly

    • 4.8/5
    • (49 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.
    Featured Skill Business Planning & Strategy
    Brand Strategy
    Business Writing
    Executive Coaching
    Leadership Development
    Leadership Coaching
    Management Consulting
    Startup Consulting
    Business Plan
    Organizational Plan
    Military
    Business Proposal Writing
    Business Modeling
    Market Research
  • $65 hourly

    • 5.0/5
    • (5 jobs)
    Top 6 Sales Achievements: 1. Sold over $600,000 in Sales as a Client Advisor for Louis Vuitton at the Miami Design District 2. Generated Over $1.5 Million in revenue as a Sales Rep for City Furniture, a leading retail furniture company in Doral, Miami. 3. Led Sales to over $1.2 Million as Head of Sales at the custom software development firm named NetForemost 4. Worked at Dell Technologies as an Inside Product Specialist, where I gained firsthand experience in world-class customer service and honed my expertise in product solutions and client relations. 5. I successfully secured two strategic partnership alliances between two companies in the software industry. These partnerships generate a steady flow of weekly SOWs and RFPs, making them collectively worth over $10 million in long-term project value. 6. Led the initial conversations, negotiations and business presentations with a regional bank (fintech) resulting in the bank acquiring a 20% stake in the company I represented. I LOVE selling and understand what it takes to convert a NO to a YES! How Do I Achieve Success? 1. Deep Product Knowledge: I thoroughly research and understand your product or service. 2: Identifying Unique Value: I analyze the key differentiators that set your offering apart from the competition. 3. Relentless Execution: I persist with strategy and tailored approaches until the deal is closed. My Secret Sauce? I’ve mastered the art of follow-up. Most prospects are interested in your product, but timing isn’t always right. That’s why I maintain a structured follow-up system, ensuring I reach out consistently, month after month. Some of my biggest deals have closed after years of persistence. The key is staying top of mind until the timing is perfect!
    Featured Skill Business Planning & Strategy
    Sales Strategy
    Sales Development
    Sales Call
    High-Ticket Closing
    Sales & Marketing
    Business Plan
    Business
    Sales Presentation
    Sales Management
    Sales Coaching
    Market Research
    Marketing
    Sales
    Business Development
  • $50 hourly

    • 5.0/5
    • (20 jobs)
    I am a Certified Public Accountant who currently works as a Financial Controller for a small veteran owned business that is on course to gross 55million dollars in 2024. I also am the owner of a Florida CPA Firm, Wiseman Tax & Accounting, PLLC, that specializes in bookkeeping and tax return preparation for individuals and businesses. If you are in need of an accountant that is capable of meeting your growing small business needs, I can help.
    Featured Skill Business Planning & Strategy
    Business Consulting
    Tax Planning & Advisory
    Light Bookkeeping
    Bookkeeping
    Tax Return
  • $100 hourly

    • 5.0/5
    • (23 jobs)
    A seasoned professional with decades of experience providing consultation from the Fortune 5 to the less than 5 small businesses. Expert advice for business planning, sales management, process and system design, and solutions implementation for entrepreneurs and small businesses. Solutions are custom built with your available software, and tailored to your business. Whether it's process improvement or software development, all implementations are focused on reducing expenses and improving profitability. From the initial marketing outreach, to sales support, to operations, delivery, and maintaining customer satisfaction, I can improve your business end-to-end.
    Featured Skill Business Planning & Strategy
    Documentation
    Sales
    Management Consulting
    Customer Relationship Management
    Sales Optimization
    Business Plan
    B2B Marketing
    Company Research
    Lead Generation
    Sales Development
    Writing
    SaaS
    Training
    Price & Quote Negotiation
  • $85 hourly

    • 5.0/5
    • (11 jobs)
    Experienced Sales Development Executive with a proven track record in prospecting, educating, qualifying, and developing sales-ready opportunities. Collaborated with account managers throughout the sales cycle to deliver company introductions and comprehensive software demonstrations. Proficient in Sales, Customer Relationship Management (CRM), Professional Services, SaaS, and Account Management. Successfully developed and managed email and LinkedIn campaigns, resulting in a remarkable increase of over 45% in new software licensing revenue within both public and private sectors. I also possess an extensive knowledge and experience in the financial sector, demonstrating a comprehensive understanding of all financial market operations.
    Featured Skill Business Planning & Strategy
    Business Consulting
    Business Development
    SaaS
    Advertising Design
    Client Management
    Sales Strategy
    Account Management
    CRM Software
    B2B Marketing
    Sales & Marketing
    Sales
    Relationship Management
    Lead Generation
  • $33 hourly

    • 4.8/5
    • (30 jobs)
    Hello, and thank you for visiting my profile! I’m excited about the possibility of bringing my expertise in project management and virtual assistance to your unique challenges. Certified in Project Management and equipped with HR credentials from HRCI, I’ve successfully enhanced operations across healthcare, non-profits, and consulting sectors. Throughout my career, I’ve developed a keen ability to manage complex schedules, handle sensitive documents, and strategize effectively. These skills are complemented by my strong empathy and clear communication—qualities I prioritize in every project to ensure exceptional outcomes. My technical proficiency includes tools like MS Office, G-Suite, Zoom, Canva, and advanced project management platforms such as Notion and Basecamp. I’m also actively advancing my knowledge in AI optimization, keeping pace with the latest in digital trends to add value wherever I work. I would love the opportunity to discuss how I can bring this blend of skills and experience to your project. Let’s connect and explore how we can work together to achieve something great.
    Featured Skill Business Planning & Strategy
    Executive Support
    Business Operations
    Google Workspace
    Customer Support
    Facilitation
    Startup Consulting
    Healthcare Management
    People Management
    Public Relations
    Administrative Support
    Virtual Assistance
  • $125 hourly

    • 4.9/5
    • (57 jobs)
    With a career covering corporate development, marketing, sales, investor relations and having started and built two companies providing leadership and an inclusive management approach that engenders a positive team spirit and delivery of sales targets and customer satisfaction. Nominated for two entrepreneurial awards for my first business in it's rookie year. Specialist in M&A Advisory and private equity, targeting and gaining meetings with potential investors.
    Featured Skill Business Planning & Strategy
    Business Development
    Data Mining
    Outbound Sales
    Company Valuation
    Media Relations
    Pitchbook
    Customer Relationship Management
    Fundraising
    Candidate Source List
    Blockchain, NFT & Cryptocurrency
    B2B Marketing
    Lead Generation
    Startup Company
  • $70 hourly

    • 4.9/5
    • (24 jobs)
    Greetings! My name is Ismael, and I specialize in crafting investor-focused business plans and financial models for entrepreneurs and startups. Whether you're an individual, founder, or organization seeking funding or guidance on how to grow forecasted profits, I'm here to help. My process starts with a complimentary interview to learn all about your business idea. From there, I conduct thorough market research using vetted sources to identify problems, solutions, and market opportunities. My strategically written documents include idea plans, growth plans, financial forecasts, and financial summary reports. If you have new and disruptive ideas, I'd love to work with you! Let's collaborate and make your business dreams a reality. Education My credentials include a BS in Biology from Nova Southeastern University, an MS in Biotechnology with a concentration in Business from Adelphi University, and an MBA from Nova Southeastern University with a concentration in Finance. Services -Business Plan Deciding to start a business can be terrifying. Its often characterized by massive uncertainty, fear, and not knowing where to start. That is where I come in. After assessing your idea, I will detail its problems, solutions, foreseeable risks, and opportunities, drastically improving your chances of launching a successful business the first time around. The deliverable will be an actionable blueprint that gives you an adequate evaluation of how your product or service fits within a niche market. A drafted report can be used to secure a business loan, identify and avoid potential business risks, and determine if pursuing the idea is realistic. With a complimentary pre-screening meeting, you will have the opportunity to share your dream with me, where I will then conduct the back-end research on your behalf. This is followed by a post-delivery consultation to ensure that you understand the report in its entirety. My goal is to help make your dreams come true, and I will be there with you every step of the way. -Growth Analysis We create client-centered growth plans with the focus in mind to identify your operational barriers and provide detailed solutions. Our comprehensive reports deliver an actionable roadmap to reaching quantifiable milestones through strategic decision making and solution-based analytics. The experience of our business team stretches across an array of industries, giving our clients a thorough outlook of where they currently stand in their respective markets and how to reach long-term profitability. -Financial Forecast Report Clients will receive a comprehensive financial forecast report purposed to monitor company growth over time, present to investors, and maximize profit. Each excel forecast also comes with an intuitive financial summary report that sources key findings from the forecast into an investor-friendly illustration. I work with clients to ensure that their intended message is heard and investors are able to see their company's potential as well as the client themselves. Clients receive an extensive pre-screening interview so I can have the opportunity to fully understand the product or service before beginning my research. Following the acceptance of the deliverables, the client will also receive a complimentary consultation call to go over the report in its entirety. Service Breakdown 1) Business Consulting (2-4 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 1 to 3 years of Sales, Profit & Loss, Cash Flow and Breakeven, and Market opportunity revenue forecasts. 4) Writing (8 to 16 hours) - following a financial-based format focused on investor-ready reports, charts, maps, graphics, etc., to clarify your business idea. I plan to make a significant impact in business development and strategically guiding startups. Before beginning one of my projects, please message me first. Thank you! ___________________ Thank you for your time and have a great day! Ismael
    Featured Skill Business Planning & Strategy
    Pitch Deck
    Personal Business Plan
    Business Plan Writing
    Business Consulting
    Startup Consulting
    Financial Modeling
    Business Plan
    Business Process Modeling
    Business Analysis
    Nonprofit Organization
    Cash Flow Analysis
    Business Development
    Financial Planning
    Competitive Analysis
  • $45 hourly

    • 5.0/5
    • (15 jobs)
    Nonprofit executive and multidisciplinary writer with 10 years of experience in article writing, nonprofit grant writing, leadership/professional development training, social media management, content creation, business/professional writing, budgeting, resume/cover letter writing, and content writing for blogs and online publications. Credentials: - Eight years of Executive-level 501 (c)(3) nonprofit leadership; Proficient at business writing of all types, including grant proposals, budgets, project proposals, donor letters, and nonprofit e-mail blasts/newsletters. - Grant writing: Eight years researching, writing, managing, and drafting grant reports for nonprofits. - Eight years of nonprofit social media management on Instagram and Facebook. Six years of nonprofit social media management on YouTube, Twitter, LinkedIn, and Pinterest. Four years of nonprofit social media management on TikTok. - Business consulting for nonprofit leaders. - 10+ years content writing for print and digital platforms. Content writing specialties: nonprofits, leadership, professional development, wildlife, travel, self-help, mental health, outdoor/experiential education, conservation, environmental education. - Over 20 years professional experience in the fields of wildlife conservation, environmental science, and Ornithology. I love working with people to tell their stories. Communication is vital; I embrace feedback. I can work effectively with a variety of personalities and in a wide array of different writing styles.
    Featured Skill Business Planning & Strategy
    Project Management
    Public Relations
    Social Media Management
    Nonprofit Industry Consulting
    Grant Writing Consultation
    Article Writing
    Blog Writing
    Podcast Content
    Leadership Coaching
    Personal Development
    Budget Planning
    Social Media Content Creation
    Grant Writing
    Grant Research & Prospect List
  • $175 hourly

    • 5.0/5
    • (11 jobs)
    𝗤𝗨𝗜𝗖𝗞 𝗙𝗔𝗖𝗧𝗦 🏆 8+ Years of Financial Leadership and M&A Experience 🏆 $12+ Billion in Completed M&A Transactions 🏆 $50+ Million in Managed Client Cash Flows 𝗙𝗥𝗔𝗖𝗧𝗜𝗢𝗡𝗔𝗟 𝗖𝗙𝗢 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Budgeting & Forecasting ✅ Cash Flow Management & Modeling ✅ Financial Reporting & Analysis ✅ KPI Implementation & Monitoring ✅ Financial Infrastructure & Tech Stack ✅ Capital Raising & Advisory 𝗠&𝗔 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Business Valuations (LBO, DCF, Multiples, Precedents, etc.) ✅ Marketing Materials (Teaser, CIM, Management Presentation, etc.) ✅ Due Diligence Support (Buy-Side / Sell-Side) ✅ Data Room Preparation & Management ✅ Process Execution ✅ Structuring & Negotiations 𝗢𝗧𝗛𝗘𝗥 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Financial Modeling ✅ Strategic Planning ✅ Start-Up Consulting ✅ Pitch Decks ✅ Data Analytics ✅ Market Research 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 🎯 Manufacturing 🎯 Business Services 🎯 Paper, Plastics & Packaging 🎯 Food & Beverage 🎯 Transportation & Logistics 🎯 Consumer Products 🎯 Cannabis 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘 I have 8+ years of experience across multiple financial leadership and M&A advisory roles. In January 2023, I founded SellSideCFO, a boutique fractional CFO service that provides financial management and M&A advisory services to businesses with less than $25 million in revenue. Prior to SellSideCFO, I served as the Director of Corporate Strategy for Mammoth Distribution, a leading cannabis company in California with more than $70 million in annual revenue. While at Mammoth Distribution, I led strategy development, revamped financial reporting capabilities, evaluated M&A opportunities, integrated the acquisition of Spacestation, and served as a liaison to institutional investors. Prior to joining Mammoth Distribution, I was the Director of Finance & Operations for Spacestation, the world’s largest contract manufacturer of cannabis beverage products. While at Spacestation, I professionalized the company’s financial management and operational capabilities leading to a record year for revenue and profitability. I was also responsible for leading the company’s multiple 8-figure sale to Mammoth Distribution. Prior to joining Spacestation, I was an Associate at Rothschild Global Advisory, a leading global investment bank. While at Rothschild, I worked on 25+ mandated M&A transactions that comprised more than $12 billion in completed deal value. I graduated magna cum laude from DePaul University (Chicago, IL) with a double major in Finance and Economics. I currently live in Florida where I enjoy training for triathlons, playing golf, and escaping to the beach in my free time.
    Featured Skill Business Planning & Strategy
    Decision Making
    Due Diligence
    Business Valuation
    KPI Metric Development
    Startup Consulting
    Business Writing
    Financial Projection
    Business Presentation
    Process Improvement
    Data Analysis
    Financial Analysis & Valuation
    Financial Modeling
    Mergers & Acquisitions
    Management Consulting
  • $65 hourly

    • 4.9/5
    • (84 jobs)
    Most SBA business plans ready in just 4 business days!!!! 🚀𝙍𝙀𝘼𝘿𝙔 𝙁𝙊𝙍 𝘼 𝙌𝙐𝙄𝘾𝙆 𝙅𝙐𝙈𝙋 𝙎𝙏𝘼𝙍𝙏 𝙏𝙊 𝙔𝙊𝙐𝙍 𝘽𝙐𝙎𝙄𝙉𝙀𝙎𝙎? 🚀 Millions Raised from Investors and SBA Loans with our bespoke business plans and pitch deck presentations. Whether you are a startup, an existing business applying for SBA LOANS, or a startup seeking seed funding from investors, I offer FIRST-CLASS Business Plans with Financial Projections that potentially improve your chances of approval. Want to impress investors with a killer Pitch Deck Presentation? I am here to help! I've assisted several businesses across diverse sectors. For instance, I crafted a business plan for an Italian Restaurant in NJ that secured them $300K in SBA loans. In addition, an HVAC startup business secured $2.4MM in SBA loans. Similarly, an E-Commerce swimsuit fashion brand I worked with saw a 150% increase in sales after implementing the strategies outlined in their plan. I take pride in tailoring each plan to the business's unique needs, ensuring measurable outcomes and success. My approach is holistic. I don’t just write plans; I ensure they resonate with your vision, are feasible, and appeal to the stringent requirements of SBA lenders and investors. ✍️Why Choose Me? ✍️ - SBA Experience. Former SBA Document Specialist - Extensive Portfolio of Clients and SBA Lenders - Quick Turnaround Ready to chat?
    Featured Skill Business Planning & Strategy
    Financial Analysis
    Financial Planning
    Executive Summary
    Management Consulting
    Small Business Administration
    Market Research
    Business Proposal
    Immigration Business Plan
    Financial Analysis & Valuation
    Pitch Deck
    Financial Modeling
    Business Plan Writing
    Financial Projection
    Business Plan
  • $300 hourly

    • 5.0/5
    • (3 jobs)
    I am an experienced technical consultant with over 15 years in the tech industry with a reputation for creatively solving complex problems. I've held just about every position at some point or another and have a knack for creating order from chaos. *On Demand Expert Advice* Considering switching or upgrading services? Employing a technical asset but not sure how to tell if they’re qualified? Don’t get bamboozled by jargon and con artists. I'll tell you what’s reasonable and filter out the garbage for you. People often don’t realize how costly, be it time, or money, one bad decision can be. *Product Planning / Reviews* Have an app or website idea? Not sure where to start, how much it should cost? I’ve got you covered. I’ve worked on and built many projects from idea to fully working product and I know where things go wrong. This is my bread and butter and I love nothing more than having post-it note parties with my clients (where possible). *Project & Product Management* Already have a product (or one in the works)? If things aren’t going the way you want, or you’re having a hard time keeping track, look no further. Maybe you just need someone to come in and whip things into shape for you. I've been doing exactly that for over 10 years. I can plug in exactly where you need me. What I do NOT do: - small development work - develop mobile apps (I can help plan which is more than half the battle and will save a lot of money in the long run, and can refer to excellent app development teams)
    Featured Skill Business Planning & Strategy
    Web Development
    Product Management
    Data Analysis
    Cloud Migration
    Startup Consulting
    Project Management
  • $120 hourly

    • 5.0/5
    • (5 jobs)
    Innovative, performance-driven marketing executive with a passion for transforming businesses into market leaders through strategic brand building, digital innovation, new product development, and data-backed insights. With a career spanning industry-leading organizations across CPG, food & beverage, and consumer goods, I’ve led transformative marketing strategies that deliver breakthrough growth, brand reinvention, and go-to-market success at scale. Known for crafting omnichannel strategies that convert, launching category-defining products, and translating consumer insights into high-impact campaigns, I build brands that resonate, perform, and endure. I bring energy, strategic vision, and executional excellence to every growth opportunity. Career Highlights Director of Marketing, Geloso Beverage Group - Catapulted Clubtails to the #3 FMB brand in the U.S., behind only Mike’s Hard and Smirnoff Ice. - Drove the Margarita flavor to #1 in the RTD category and expanded distribution to 90,000+ retail locations and e-commerce. - Spearheaded the launch of Clubtails Crushers, securing 15,000+ pre-launch placements and building early momentum. - Elevated brand exposure through national sponsorships with the NBA, NHL, and NCAA, driving consumer engagement and awareness. Head of Marketing, Godshall’s Quality Meats - Propelled the brand from #5 to #3 in turkey bacon within 18 months, boosting branded retail and e-commerce presence by 300%. - Led a full-scale rebrand—including logo, website, packaging, and messaging—paired with digital campaigns that increased sales by 400% - Earned Instacart Best-in-Class recognition for increasing sales increasing online sales by over 200% in one year. - Supported $89M in facility expansion and acquisitions, fueling long-term growth and operational scale. Director of Marketing, George’s Inc. - Directed marketing for a $2.5B poultry and prepared foods leader, surpassing KPIs and earning 2× Walmart Vendor of the Year awards. - Scaled Quick ‘N Eat to become the #1 cooked burger brand in the U.S., leveraging consumer marketing and retail expansion. - Successfully integrated a $300M acquisition and launched the George’s Farmers Market line, tapping into clean-label and better-for-you trends. Global Marketing Director, Regal Springs Seafood - Positioned Regal Springs as a global leader in sustainable seafood, contributing to its $700M acquisition. - Delivered 2M+ monthly digital engagements and 400K+ unique website visitors through integrated campaigns combining SEO, paid media, influencer partnerships, and retargeting. Brand Manager, Hagen Group - Led Fluval’s global expansion, earning Vendor of the Year at PetSmart (2013) and Vendor & Product of the Year at Petco (2014). - Scaled Amazon to the brand’s #3 revenue channel and built global frameworks for packaging, advertising, and merchandising to ensure consistency and drive growth across international markets. Core Expertise: Brand Strategy & Development Digital Marketing & E-Commerce Strategy Consumer Insights & Data-Driven Marketing Strategic Planning & Execution Product Innovation & Go-To-Market Strategy Retail, DTC, & Channel Marketing High-Impact Advertising & Social Media Campaigns E-Commerce Optimization & Marketplace Expansion Syndicated Data Analysis & KPI Optimization P&L Oversight & Growth Acceleration Cross-Functional Leadership & Collaboration
    Featured Skill Business Planning & Strategy
    Marketing Plan
    Marketing Consulting
    Digital Marketing Strategy
    Performance Marketing
    Food & Beverage
    Retail & Consumer Goods
    Product Development Life Cycle
    Corporate Strategy
    Brand Strategy
    Brand Identity
    Innovation Strategy
    Product Development
    Brand Development
    Brand Consulting
  • $89 hourly

    • 4.8/5
    • (497 jobs)
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
    Featured Skill Business Planning & Strategy
    Executive Summary
    Business Proposal Writing
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $120 hourly

    • 5.0/5
    • (70 jobs)
    Are you looking to enhance your customer experience operations in your business? With over 25 years of expertise in transforming customer service systems across a myriad of industries—from government agencies to e-commerce platforms—I am here to help you streamline and optimize your customer experience (CX) programs. Services I offer: System Reviews & CX Assessments: I conduct thorough reviews to identify gaps and opportunities within your current CX system, providing insights into customer pain points and operational inefficiencies. Once opportunities are identified I create clear, efficient workflows and detailed implementation plans, ensuring your team is equipped to provide consistent, high-quality customer service. Strategy Workshops: Through interactive workshops, I work with your team to develop strategic plans tailored to your business's unique needs. We focus on creating strategies that proactively address potential customer issues and enhance overall service delivery. Why Work With Me? Comprehensive Expertise: My extensive experience with small to mid size business operations and customer service standardized procedures allows me to design solutions that save time and improve internal and customer experiences. Transformative Outcomes: From developing clear SOP documentation to optimizing software for CS delivery, I ensure your business policies align with enhanced customer journeys. Growth-Focused Solutions: I am particularly skilled at supporting businesses in a phase of growth or those needing to refresh their outdated procedures. Here’s how your business can benefit from working with me: Streamlined workflows and processes Strategic onboarding for customer service agents Fresh perspectives on customer engagement Customized customer journey maps Documented and enhanced CS SOPs If you're ready to transform your customer service operations and create exceptional experiences, send me a message today to discuss how we can collaborate. Let's take your business to the next level together!
    Featured Skill Business Planning & Strategy
    Management Consulting
    Business Consulting
    Customer Support
    Customer Service Analytics
    Strategic Planning
    Process Documentation
    Freshdesk
    FAQs Compilation
    Ticketing System
    Voice of the Customer
    Business Operations
    Root Cause Analysis
  • $150 hourly

    • 5.0/5
    • (21 jobs)
    With over 15 years of experience in the luxury, contemporary, and lifestyle retail sectors, I specialize in driving growth and profitability for brands through strategic merchandise planning, wholesale expansion, and bespoke consultancy. My hands-on approach empowers businesses to maximize sales, increase visibility, and thrive in competitive markets. Currently, I run my own consulting agency, offering customized support and in-house training for growing startups and established brands alike. I focus on developing and executing direct-to-consumer and wholesale growth strategies that deliver measurable, sustainable results. Services Offered: -Strategic Growth Planning: Develop customized plans to scale your business effectively. -Wholesale & Retail Expertise: Deep insights into managing sales channels and optimizing digital marketplaces (such as Faire). -DTC to Wholesale Transition: Seamlessly transition your brand from direct-to-consumer to wholesale. -Team Development: Guidance to enhance team efficiency and drive growth. -Brand Audits: Comprehensive analysis to identify opportunities and address challenges. -Merchandise Assortment Planning: Expert strategies to optimize product mix and inventory levels for increased profitability. Key Achievements: -Desmond & Dempsey: Implemented a commercial strategy that fueled over 380% growth in three years. -Gucci Timepieces & Jewelry: Expanded business across 24 emerging markets and increased US wholesale sales by 40% YoY. -Michael Kors Handbags: Led strategic initiatives that resulted in historic YoY growth for key accounts. -Bloomingdale's: Executed a size allocation program that enhanced sales and inventory productivity company wide. -Coach Handbags: Trained regional teams and optimized merchandising standards in the Los Angeles market. Relevant Skills: Retail Strategy | Wholesale Management | Luxury Goods | Contemporary & Lifestyle Brands | Team Development | Sales Optimization | Strategic Planning | Business Planning | Merchandising | Inventory Management | Brand Development | Customer Service Training | Market Penetration | Pricing Strategy
    Featured Skill Business Planning & Strategy
    Sourcing
    Buying
    Wholesale
    Retail & Wholesale
    Retail Merchandising
    Business Analysis
    Management Consulting
    Sales Management
    Fashion Merchandising
    Sales
    Retail & Consumer Goods
  • $90 hourly

    • 3.3/5
    • (23 jobs)
    Since 2014, I have worked on hundreds of projects with many clients across fields, disciplines, and industries. Each project offered me new insight, experience, and opportunities to further broaden my skills and knowledge to craft perfect works to aid my clients in achieving their goals. These projects varied in scope, depth, field, and genre. I have developed strategic business proposals to garner new business from a diversified client portfolio to expand company services and offerings. I have collaborated on multi-year research and advisory projects to help prospective academics, writers, and professionals share their earned insights and expertise through a multitude of genres. I have worked on various financial raise pitch decks, white papers, and investment proposals for clients to deploy in their series raises, growth initiatives, and other fundraising efforts. Throughout my time developing my business, I have fostered an ambitious rapport with clients to encourage CEOs, PhDs, and other professional clients seeking company services to achieve their goals when working with our company. Among the projects I have worked on, some of the most rewarding allowed my two passions to converge: research and business development. Said projects entailed producing research to support learning strategies adopted and deployed for companies in the fintech, agritech, and edtech spaces. Many of the deliverables involved content guided by corporate strategy in the form of presentation documentation, infographics, and various multimodal products to ensure clients understood the strategy and how it would ensure their goals. My education, expertise, and experience make me uniquely qualified to work on many writing projects. Regardless of the industry or genre, the goal is the same, helping writers, thinkers, an
    Featured Skill Business Planning & Strategy
    Ghostwriting
    Instructional Design
    WordPress
    Research Papers
    Marketing
    SEO Writing
    Business Plan
    Resume Writing
    Writing
    Grant Writing
    Technical Documentation
    Resume
  • $149 hourly

    • 0.0/5
    • (0 jobs)
    I am an enthusiastic strategy-minded professional, based out of Tampa, FL. Over the years I've found joy in roles that challenge me, allow me to grow, and are open to my creative ways of challenging the norm. My educational background of psychology and public relations has given me an arsenal of soft skills that can mitigate risk, conflict, and aversion to change with ease, and my passion for architectural design is simply due to the balance of logic and creativity that it requires - it's my kind of puzzle. I have an innate skill of seeing macro and micro components of issues simultaneously, which makes business challenges interesting and rewarding for me. I'm passionate about making a difference via personal encounters and the work I achieve, in hopes that I leave a legacy behind. I want to be known as the person that pulled others up the ladder with me, and the one that could take even the most convoluted situations and find a way to make it work through some randomly creative way of thinking.
    Featured Skill Business Planning & Strategy
    Relationship Management
    Brand Consulting
    Consumer Profiling
    Analytical Presentation
    Strategic Planning
    Data Analysis
    Customer Relationship Management
    Process Improvement
    Continuous Improvement
    Process Infographics
    KPI Metric Development
    Client Management
    Growth Strategy
    Marketing Strategy
  • $150 hourly

    • 3.6/5
    • (19 jobs)
    I am an award-winning C-level business, technology, Artificial Intelligence (AI) and management consultant with over 25 years of experience and a Certified Partner with Salesforce, Zoho, thryv, Keap, SugarCRM, Pipedrive, Monday, Microsoft, Google, AWS, and IBM. From an accounting standpoint I am also a Partner with Xero and am a Quickbooks Pro Advisor. I have had the honor and privilege to work with everyone from startups to multi-billion dollar companies. I have helped over 2000 companies start, grow, scale, brand, market, establish organizational structures, create sound financial structures, obtain financing, acquire staff, create and implement growth strategies, and succeed. Over the past 20 years, I have written over 200 AI strategy documents, 250 technology strategy documents, 2000 business and 1000 operational plans, created over 3000 financial models, and created and implemented over 1500 marketing plans. I bring a great breadth of knowledge both in the US and abroad. In addition, I have worked with companies across multiple verticals. In 2018, one of my companies was honored by being named on the Entrepreneur360 list as one of the "Best Privately Held Companies in America" by Entrepreneur Magazine for 2017. I have also been a five-time recipient of the Pinnacle Small Business Award Winner, a five-time Impact Award Finalist, a two-time Moxie Award Nominee, a Winner of the Pacesetter Award for the Atlanta Business Chronicle, and a three-time Apex Award Finalist, among other awards. My work stands out over others because I provide feasibility studies and Start-up, SBA-ready, Not-for-profit strategic plans, Growth, Investor, E2/E5 Immigration Visa business plans, Management Consulting, Full Financials, and M&A work. These plans have proven viable in acquiring business loans, industry investment, Angel, Factoring, Mezzanine, Bridge loans, and Grant acquisitions, among other types of investment. Over the past 8 years, I have helped our clients acquire more than $100 Billion dollars. In addition, our business plans are completely customized to the client. I do not use software or a web template to create these business plans. They are in-depth and timely and include robust market research as well as a full 5-year financial projection by month. I also provide Net Present Value and IRR for 5, 10, and 15 years. My technology deep dive documents are a marriage of my business accumen with my technology know-how which allows me and my team to enter your business and truly understand how to automate your business processes and gain the largest return on investment utilizing the correct software stack to gain the highest level of productivity for your organization. Coje Consultants is a full-service, award-winning, woman-owned business, management, technology, AI and marketing consulting firm. The business consulting (business plan creation and review, cash flow analysis, full financials, due diligence services, business consulting, accounting, payroll, bookkeeping, feasibility studies, redevelopment projects, management consulting, and market research); marketing division includes (strategic and tactical marketing plan creation and implementation, strategy, and operations consulting, market research, branding, guerrilla marketing, advertising, radio, television, print, media relations, public relations. web design, SEO, social media, viral marketing, logo design, and investor relations, among others) and the third division is the technology strategy division, which includes (full technology strategy consulting, outsourcing CIO and CTO services, and custom CRM and ERP system creation and maintenance, AI strategy and tactical consulting, credit card processing and Zoho,Salesforce, thryv, Monday, Keap, SugarCRM and Pipedrive customization. I am also a Certified Authorized Partner, I have Certifications in: -Zoho Books -Zoho CRM -ZohoOne -Zoho CRM+ -Zoho CRM Creator -Zoho Sign -Zoho Bigin -Zoho CX -Monday CRM Inbound Sales -Monday CRM Work Management -Monday CRM Advanced Certification -Monday CRM Expert Level Product Training for Sales -Monday CRM Official Product Training for Sales -Salesforce Agentforce Badge -Salesforce Generative AI Basics Badge -thryv CRM Certified Partner -thryv CRM Advanced Partner Certification -Keap CRM Certified Partner -Pipedrive Certified Partner -SugarCRM Affilate Partner -Xero Certified Partner -Quickbooks Pro Advisor -IBM Watsonx Assistant For Z -IBM Watsonx Essentials -IBM Watson Speech Foundations -IBM Watson x ai Technical Essentials -IBM Watsonx.governance Sales Foundation -IBM Watsonx.data -IBM CloudPak for Business Automation Sales Foundation V2 -IBM Watsonx.ai Generative AI Models Level 2 -IBM Watsonx. ai Level 2 -IBM Watsonx. Governance Level 3 -IBM Watson Speech Technical Sales Intermediate -IBM Cloud Pak for Business Automation Technical Sales Level 3 -NVIDIA Al For All from Basics to Generative AI -Microsoft -Google -AWS
    Featured Skill Business Planning & Strategy
    Business Writing
    Growth Strategy
    Business
    Operational Plan
    Zoho CRM
    Financial Analysis & Valuation
    Business Plan Writing
    Bookkeeping
    Strategic Planning
    Business Analysis
    Business Operations
    Management Consulting
    Strategy
  • $60 hourly

    • 0.0/5
    • (1 job)
    Hire me to simplify and solve complex business problems with precision and efficiency: • Strategy • Systems • Scale My skill set includes: • Comprehensive software development lifecycle management • Advanced proficiency in product/project management, Agile, and Scrum • Expertise in front-end, back-end development, and UX/UI design • Specialized in accessibility, conversion copywriting, and SEO • Accomplished in executive ghostwriting, LinkedIn strategy, and B2B lead generation • Skilled in no-code/low-code development, Salesforce, CRM, automations, and integrations • Strategic business planning, competitive analysis, and impactful presentations My background: • 2006: I was working my way up the F500 corporate ladder, from retail bank branch manager to Regional Manager of Learning and Development over a multi-state footprint. I was a shining star racing to the top. • 2009: Then I became a mom. I fell in love with my new role. I knew I wanted to work, but I knew I had to stay home. So I built my tech skills on top of my management skills and charted a new course up and through digital marketing, development, and operations. • 2012: I never said "no" to a project in my cue and stayed committed to constant skill development and process improvement. I learned to build on Wordpress and got my first HubSpot certifications working under a great agency. • 2020: Until Covid hit, I was booked out at full year and topped the search results for Copywriter in Miami search terms. My digital marketing services clientele were in the events, travel, and hospitality, so I had to reinvent myself. That's the year I got into data analysis and upskilled operationally. • 2024: Today I'm a fractional executive, consultant, strategist, coach, and mentor. I hold roles on various boards and love the variety and challenge that my project-based career offers. Having a digital career today layered on top of a brick-and-mortar financial services career early on has equipped me with the ability to lead people, manage projects, simplify the ambiguity, and show startups how the "big companies" manage to KPIs. It's fun and rewarding. No two days are the same. But the skills I use and the problems I solve remain universal and constant. While I appreciate the word of mouth referrals I've enjoyed especially over the past several years in Florida, I realize it's time to re-establish myself online and welcome a greater level of visibility, availability, and earning potential by being available to a global audience of prospective clientele. Sample Skill Keywords (not exhaustive): Salesforce Admin, CRM, ChatGPT, Midjourney, Canva, Adobe, Pictory, Automation, API, Funnel, Email Marketing, GoHighLevel, Kajabi, MailChimp, Newsletter, Lead Generation, LinkedIn, Integration, Agile, Scrum, Jira, Confluence, Atlassian, AWS, Firebase, SDLC, Zapier, Make, Integromat, SaaS, Startup, QuickBooks, Fundraising Kit, Pitch Deck, Business Plan, Business Strategy, Strategist, Executive, Board Member, CEO, COO, CMO, CTO, CXO, ux, ui, accessibility, iOS, Android, Web Application, Figma, MVP, prototype, market research, target market, Notion, Asana, Monday, Slack, Airtable, PostgreSQL, R, data scraping, user stories, systemization, database, SQL, T-SQL, queries, python, research, data, business analyst, project management, product manager, private equity, venture capital, founder, startup, start a business, coach, mentor, feedback, copy editor, Wix, Duda, Squarespace, Google Analytics, Google Tag Manager, heatmap, conversion rate, Kajabi, LearnWorlds, Wordpress, HTML, CSS, React, Javascript, VisualStudio, MacOS
    Featured Skill Business Planning & Strategy
    Freelance Marketing
    Business Process Management
    Business Process Automation
    Business Process Outsourcing
    Startup Pitchbook
    Pitch Deck
    Business Plan Writing
    Business Continuity Planning
    Local SEO
    SEO Strategy
    Editing & Proofreading
    Writing
    Brand Consulting
    Strategy
  • $50 hourly

    • 0.0/5
    • (1 job)
    I'm a designer and business builder with experience with many different business types and and sizes. I have a well-rounded education and decades of experience in branding, visual media and graphic design, marketing, and many other aspects of business design. Whether you're just starting your first company or looking to expand and grow an established business, I can help!
    Featured Skill Business Planning & Strategy
    Strategy
    Business
    Social Media Advertising
    Branding
    Landscape Design
    Typeform
    Brand Identity
    Shopify
    Signage Design
    Brand Consulting
    Reputation Management
    Business Process Model & Notation
    Logo Design
    Graphic Design
  • $48 hourly

    • 0.0/5
    • (0 jobs)
    I’m your go-to operator—the “ultimate force multiplier” who bridges gaps, solves bottlenecks, and keeps things moving so founders can stay in their zone of genius (and maybe remember to eat lunch). I’ve supported founders scaling SaaS and fintech startups from pre-revenue to $1M ARR and beyond. If you need someone to connect the dots, tackle challenges head-on, and help support you moving your business forward, let’s talk! Here’s how I support: • Owning mission-critical projects from start to finish • Acting as a trusted partner to turn your vision into reality • Driving cross-functional initiatives to hit big milestones • Uncovering operational gaps and creating actionable solutions • Bridging gaps across the organization and stepping in where needed • Keeping teams focused, aligned, and accountable Some of my results ----------------------------------------------------------------------------------------------------------------------- Tool stack: Slack, Loom, Notion, ClickUp, Linear, Sunsama, HubSpot, Apollo.io, Rocket Reach, Loops, Instantly, Zapier, Make.com, Lindy, Figma, Whimsical, Puzzle.app, GitHub, Zendesk, Calendly, SavvyCal, Superhuman, tl;dv, Canva, Adobe Photoshop, Grammarly, Toggl, ChatGPT, Claude, Docusign, Google Workspace (Meets, Docs, Slides, Sheets, Drive, Calendar), PostHog, Webflow
    Featured Skill Business Planning & Strategy
    Calendar Management
    Email Management
    Resolves Conflict
    Crisis Management
    Fundraising
    Team Alignment
    ChatGPT
    Hiring Strategy
    Employee Onboarding
    Stakeholder Management
    Automated Workflow
    Executive Support
    Project Management
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Executive professional with over twenty years of experience managing high-level business operations. Critical thinker & detailed oriented with strong organizational skills. Results-driven team player dedicated to achieving goals & exceeding expectations. Adept at changemanagement communications & staff management in fast paced, highenergy environments. Recognized by NFL executives, ESPN executives & CEO's for implementing innovative, efficient processes and work-flows in a complex & timely environment.
    Featured Skill Business Planning & Strategy
    Software Consultation
    Manage Ecommerce Site
    Social Media Content Creation
    Manufacturing
    Administrative Support
    ChatGPT
    B2C Marketing
    Analytics
    Business Consulting
    Business Development
    Management Consulting
    Sales & Marketing
    Strategy
    Business Operations
  • $65 hourly

    • 0.0/5
    • (0 jobs)
    I'm an experienced and results-driven retail professional with a strong background in merchandise planning, category management, and strategic leadership. I'm highly adept at translating data-driven insights into actionable strategies that drive revenue growth, optimize inventory, and enhance customer experiences. I have proven track record of success in developing and executing comprehensive merchandise financial plans, and pricing strategies. Whether you are setting up a new reporting structure or need help forecasting inventory, I'm here to help. AREAS OF EXPERTISE: Merchandise Planning Inventory and Sales forecasting Developing weekly/monthly reporting Data Analytics & Market Insights eCommerce & Traditional Retail Pricing Strategies & Trends Revenue Growth
    Featured Skill Business Planning & Strategy
    Forecasting
    Demand Planning
    Microsoft PowerPoint
    Microsoft Excel
    Inventory Management
    Pricing
    Ecommerce
    Project Management
    Market Analysis
    Category Management
    Leadership Skills
    Retail Merchandising
    Analytics
    Data Analytics
  • $100 hourly

    • 0.0/5
    • (1 job)
    With over 10 years of experience in the sales industry, I believe I can bring a wealth of knowledge and expertise to your team. In my recent role as a Regional Wholesaler Manager at Kitu Life/Super Coffee, I developed strategic sales plans and cultivated strong customer relationships, which resulted in significant growth for the company. I am confident that my experience will be valuable in driving sales and expanding market share for your company. My core strengths include being communicative, a problem-solver, and creative. These traits, along with my skills in sales strategy, customer relationship management, and presentation, have consistently proven successful in meeting and exceeding sales targets. - Experience selling to all retailers including but not limited to: Wal-Mart, Target, Publix, Kroger, Drug & Dollar, and convenience - Experience across on-premise and off-premise channels - Highly skilled in all Microsoft and Google applications - I believe in being transparent and honest with customers, distributors/partners, and employers - Many years of CRM usage including Salient Margin Minder, iDig, VIP, SAP, Encompass, and more
    Featured Skill Business Planning & Strategy
    Product Demonstration
    Product Placement
    Product Launch
    Retail & Consumer Goods
    Retail Sales Management
    Retail Merchandising
    Presentation Design
    Sales
    Business Management
    Management Skills
    Brand Management
    Product Development
    Brand Development
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    I am a dynamic Fractional CFO and Business Planning Expert with a proven track record in strategic financial management, supply chain optimization, and performance enhancement. My mission is to help businesses thrive by providing tailored financial strategies and operational insights that drive revenue, profitability, and growth. With over 25 years of experience across diverse industries, I bring a unique blend of entrepreneurial vision and practical expertise to every client engagement. Specialties: Strategic Financial Planning Revenue Management Performance Optimization Supply Chain Efficiency Risk Mitigation Let's connect and explore how I can help your business achieve its financial and operational goals.
    Featured Skill Business Planning & Strategy
    Supply Chain Management
    Financial Statement
    Budget Planning
    ERP Software
    Financial Modeling
    Cash Flow Modeling
    Startup Consulting
    Strategic Plan
    Root Cause Analysis
    Business Plan Writing
    Financial Planning
    Problem Solving
    Financial Management
    Strategic Planning
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork 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 5M+ businesses