Hire the Best Business Planning & Strategy Freelancers
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Sukhmanpreet K.

Fazilka, India

$25/hr
5.0
3 jobs

I am a full-time Immigration Specialist working with a firm, where I handle complex, approval-oriented U.S. immigration cases on a daily basis. While I am new to Upwork, I bring strong hands-on experience from real-world, firm-level immigration practice. I have recently been promoted from Senior Content Writer to Project Manager, where I now oversee immigration documentation projects from initiation to final submission. In this role, I coordinate with attorneys, evaluators, and clients to manage case timelines, allocate writing assignments, review drafts for legal alignment, and ensure that all EB-1A, EB-2 NIW, H-1B, and L-1A documentation meets USCIS standards. I supervise content quality, conduct final document reviews, streamline communication between stakeholders, and ensure timely RFE responses and petition submissions. While continuing to contribute to complex case drafting, I now lead project planning, workflow management, and quality control across multiple immigration cases simultaneously. I joined Upwork to work independently as a freelancer, leverage my practical expertise, help more individuals secure their desired visas and Green Cards, and expand my professional reach. I’m a content and documentation specialist with over 2 years of experience in: 1. Draft full EB-1A petitions, including criterion-wise legal arguments and final merits determination 2. Review beneficiary profiles and map evidence to EB-1A criteria based on USCIS standards 3. Prepare and structure EB-2 NIW petition materials and supporting narratives 4. Independently draft EB-1A RFE responses with approved outcomes 5. Write L-1A business plans aligned with USCIS and consular requirements 6. Prepare expert opinion letters (H-1B) and specialty occupation support letters 7. Identify gaps in evidence and suggest improvements or additional documentation 8. Coordinate with attorneys, evaluators, and clients to ensure case accuracy and clarity 9. Edit, refine, and finalize petitions for attorney-ready filing

  • Content Strategy
  • Proofreading
  • Editing & Proofreading
  • Visa Transfer
  • H-1B Visa
  • O-1 Visa
  • Resume Writing
  • Content Editing
  • Immigration
  • Immigration Business Plan
  • Resume Development
  • Cover Letter
  • Work Visa
Anupama A.

Bengaluru, India

$10/hr
4.8
2 jobs

Looking for someone who can genuinely own your calls, your inbox, and your client relationships not just follow instructions? I bring 22+ years of experience across customer support, telecalling, executive administration, Virtual assistance and CRM management. As a freelancer, I've delivered customer support and telecalling for a luxury cruise line and an international removal company, handling inbound/outbound calls, customer queries, and issue resolution across time zones. On Upwork specifically, I've completed telecalling and research projects for international clients, with consistent praise for my reliability and clear communication. What I bring to your business: Customer Support & Complaint Resolution — Led a 10-person guest experience team, personally handling escalations from first contact to resolution while introducing SOPs that measurably cut resolution times. Cold Calling & Telecalling — Managed high-volume warm/cold calling campaigns for candidate outreach, consistently converting first-time enquiries into active clients through clear, trust-building communication. Research — Experienced in gathering, organizing, and summarizing information for business and outreach purposes, with an eye for accuracy and detail. Virtual Assistant & Admin Support — Calendar management, inbox triage, document drafting, compliance documentation, vendor coordination, and cross-timezone scheduling for senior leadership. CRM Administration — Experienced with HubSpot, Zoho CRM, and Freshdesk for pipeline tracking, follow-ups, and client record management. Content Writing — Certified in Content Writing & Personal Branding (2025), with strong written English for correspondence, reports, and client-facing content. Tools I work with: Notion, Trello, Asana, ClickUp, Slack, Zoom, Google Workspace, Microsoft 365, Calendly. My experience I coordinating an EU-funded project with government ministries and international officials brings a professional, reliable, and culturally fluent approach to every task. I'm known for clear communication, discipline, and reliability - the qualities that matter most when you're trusting someone to represent your business remotely. Let's talk about how I can support your team.

  • Administrative Support
  • Client Management
  • Customer Service
  • Process Improvement
  • Market Research
  • Online Market Research
  • Cold Email
  • Cold Calling
  • Inbound Inquiry
  • Outbound Sales
  • Research Documentation
  • Small Business Administration
  • Office Management
  • Office Administration
  • Content Editing
  • Content Writing
  • AI Content Editing
Sharma P.

Indore, India

$12/hr
5.0
2 jobs

Your search for a top-tier financial partner ends here. I am Pooja, a seasoned Accountant and US Tax preparer with over 5 years of transformative experience helping businesses across the globe navigate the intricacies of US Tax laws and US GAAP. Whether you need to fix a year of chaotic bookkeeping, file complex corporate returns, or resolve an intimidating IRS notice, I deliver zero-error results with a fast turnaround. Specialized in tax resolution and adept at IRS communication and issue resolution 🔍What I Bring to the Table - US Tax Preparation & Advisory: Deep expertise in federal, multi-state, and local tax requirements. - Accounting Mastery & Cleanup: Transforming financial chaos into audit-ready, streamlined elegance. - Software Conversion & Integration: Seamless migrations between QBO, Xero, NetSuite, and more. - Extensive experienced in IRS resolutions: Handled various IRS letters requesting penalty abatement and installment agreements. 💼 My Technical US Tax Specializations I handle complex tax returns and strategy with absolute precision, including: 1. Entity Filings: Form 1040 (Individuals/Expats), 1120 (C-Corps), 1120S (S-Corps), 1065 (Partnerships), 1041 (Trusts & Estates), and 990 (Non-profits). 2. International & Cross-Border Compliance: Forms 5471, 5472, 1040NR, and Foreign Earned Income Exclusions. 3. IRS Resolution & Compliance: Handling penalty abatements, installment agreements, audit assistance, and direct IRS communications. 4. Advanced Tax Strategies: Multi-state returns (including complex filings like California, Oregon, and Portland City), Cost Segregation, and ERC projects (941X/943X). 🧹 QuickBooks & Accounting Cleanup Maestro Messy books stalling your business? I specialize in year-end closing, bank entry matching, and deep-dive historical cleanups. I execute cleanup projects with a velocity that matches your business pace, ensuring your financial records undergo a swift metamorphosis from total confusion to crystal clarity. 🛠 Software & Tool Proficiency Tax Softwares: Drake Tax, Drake Zero, ProConnect, Lacerte, UltraTax, ProSeries, TaxAct Accounting Platforms: QuickBooks (Online, Desktop, Enterprise), Xero, NetSuite, Odoo, Zoho, AppfolioClio. Integrations & Management: A2X, Stripe, PayPal, TaxDome, CCH Axcess, ClickUp, Asana, Teams, Egnyte 🏢 Industry Experience: I tailor my financial strategies to the unique nuances of your industry, including: - E-commerce & Drop Shipping - Real Estate & Construction - Hospitality, Restaurants & Food Trucks - Law Firms & Professional Services - Healthcare, Venture Capital & Content Creators Looking forward to partnering with you and taking the stress out of your tax and accounting season! Let's connect.

  • Bookkeeping
  • Accounting
  • US Taxation
  • Tax Planning & Advisory
  • Financial Analysis
  • Financial Reporting
  • Payroll Accounting
  • Sales Tax
  • Tax Accounting
  • IRS Resolution
Ravindra S.

Thane, India

$45/hr
5.0
47 jobs

Fractional CFO and financial modeling expert — 20+ years building investor-grade models, valuations, and M&A and due-diligence work used in boardrooms, fundraises, and live deals across the US, UK, Europe, the Middle East, and APAC. I pair an engineer's rigor with a finance strategist's judgment — a B.Tech from IIT Bombay and an MBA in Finance & Strategy from IIM Lucknow — plus two decades as a hands-on finance partner to PE/VC funds, family offices, investment banks, corporates, and growth-stage founders. As a Top-Rated Plus freelancer with a 100% Job Success Score and $100K+ earned here, I deliver decision-grade work — on time, every time. If you need a number you can take to a board, an investor, or a deal table, that's what I build. What I do for clients 1. Fractional / Virtual CFO — Full finance leadership without the full-time cost: FP&A, budgeting, forecasting, cash-flow and working-capital management, month-end close, reconciliations, internal controls, controllership, and board and investor reporting — plus clean bookkeeping and accounting (incl. cash-to-accrual conversions and QuickBooks/Stripe workflows). 2. Financial Modeling & Valuation — Investor-grade Excel models: three-statement, DCF, LBO, scenario and sensitivity analysis, and cap tables, plus SaaS/startup, real estate, energy, and manufacturing models. Business, equity, and asset valuation you can defend. 3. M&A Advisory & Due Diligence — Buy- and sell-side support: financial and commercial due diligence, Quality of Earnings (QoE), target screening and profiling, synergy assessment, deal structuring, data-room management, and board-ready transaction decks. 4. FP&A & Capital Raising — Forecasts, budgets, proforma financials, variance analysis, capital-structure optimization, and fundraising support: investor decks, pitch decks, financial projections, and business plans built to raise. 5. Investment & Equity Research — Fundamental and technical equity research, credit and fixed-income analysis, sector and thematic screening, and portfolio strategy for funds and asset managers. 6. Market Research & Strategy — Market-entry and feasibility studies, TAM/SAM/SOM and market sizing, competitive benchmarking, go-to-market (GTM) strategy, and country-risk and macro assessments. Why clients come back - 20+ years across corporate finance, strategy, research, and M&A, including roles with leading global firms - Investor-grade outputs trusted by PE/VC funds, family offices, and corporates worldwide - Top-Rated Plus | 100% Job Success | $100K+ earned | 2,600+ hours - Every deliverable custom-built, source-checked, high quality, and delivered on schedule - Senior expertise at a fraction of in-house or big-firm cost I work on hourly, fixed-price, retainer, or dedicated-team terms — whatever fits your scope. Looking for a fractional CFO, financial modeler, valuation analyst, M&A and due-diligence partner, FP&A expert, or research and strategy advisor who delivers boardroom-ready results? Message me a few details about your project — I respond within 12 hours and will be glad to set up a quick intro call.

  • Mergers & Acquisitions
  • Financial Analysis
  • Business Plan
  • Feasibility Study
  • Financial Modeling
  • Business Valuation
  • Financial Projection
  • Due Diligence
  • Corporate Finance
  • Equity Research
  • Investment Research
  • Pitch Deck
  • Financial Reporting
  • Cash Flow Modeling
  • Microsoft Excel
  • Bookkeeping
  • Venture Capital
  • Startup Consulting
  • Financial Planning
  • Market Research
Ritika R.

Mohali, India

$15/hr
5.0
14 jobs

Hi, I'm Ritika Rose. Need more than a list of leads? I help businesses find the right decision-makers, start genuine conversations, qualify prospects, and turn outreach into booked meetings. I've been doing both inbound and outbound B2B lead generation for 9+ years, working across LinkedIn, cold email, prospect research, lead nurturing and appointment setting. I help B2B companies, founders, consultants, agencies, SaaS businesses, and service providers generate qualified leads, start meaningful conversations, and book more sales meetings through LinkedIn outreach, relationship building, prospect research, and strategic lead generation. Over the past 7+ years, I've built communities, managed social media engagement, supported founder brands, and helped businesses grow their audience. For the last 9+ years, my primary focus has been B2B lead generation, LinkedIn prospecting, appointment setting, CRM management, lead qualification, and founder outreach. ✅ 100% Job Success⭐⭐⭐⭐⭐ ✅ 9+Years of Experience ✅ Quality Work ✅ Positive Feedback ✅ Fluent English✅ ✅ LinkedIn Sales Navigator ✅ Fast Turnaround The types of companies I have worked for: ✅ SaaS & Technology ✅ Coaching & Consulting ✅ Finance & Investment Banking ✅ Leadership & Personal Development ✅ Wellness & Enlightenment ✅ Marketing & Advertising ✅ Digital Marketing & SEO ✅ Fashion What I can help you with : ✅B2B Lead Generation ✅LinkedIn Prospecting ✅LinkedIn Outreach ✅Cold Email Outreach ✅Appointment Setting ✅Lead Qualification ✅Lead Nurturing ✅Sales Navigator Research ✅Prospect List Building ✅Multi-channel Outreach ✅CRM & Pipeline Management ✅Follow-up Management ✅Business Development ✅Community & Relationship Building I✅nbound Lead Management ✅Outbound Lead Generation My responsibilities ove the years: • Identifying qualified prospects and decision-makers • Engaging with professionals through LinkedIn • Maintaining lead trackers and CRM records • Qualifying opportunities • Managing follow-ups • Supporting business development activities Working with a leadership-focused community of founders, executives, and business leaders helped me understand how content, newsletters, LinkedIn engagement, and audience nurturing work together to build trust and long-term relationships. Beyond lead generation, I bring extensive community-building experience. For over 7+ years, I have built and managed large online communities including: • Chandigarh Helpost – 257,700+ members • Delhi Helpost – 131,300+ members My responsibilities included: • Community moderation • Audience engagement • Member support • Conflict resolution • Content sharing • Community growth • Relationship management I also run my own YouTube channel, which I built from scratch. Managing my own platform has given me firsthand experience with: • Content creation • Audience engagement • Community building • Subscriber growth • Comment management • Social media strategy I have also worked in customer-facing roles supporting DoorDash operations across the United States and Canada, as well as Uber support processes. These experiences strengthened my communication skills, problem-solving abilities, and confidence in speaking with customers and business professionals from different backgrounds. Tools I Use : • LinkedIn Sales Navigator • Apollo • Clay • Phantombuster • Instantly • Smartlead • HubSpot • Monday • Infinity • Google Workspace • Canva • Notion • Trello Why Clients Work With Me: I focus on quality over quantity. I don't believe successful lead generation is about sending the most messages. It's about finding the right people, starting meaningful conversations, building trust, and creating opportunities that lead to real business growth. I'm proactive, detail-oriented, organized, responsive, and comfortable working independently. Clients appreciate that they don't need to constantly follow up with me, I communicate clearly, take ownership of my work, and genuinely care about helping their business grow. If you're looking for someone who can help build relationships, generate qualified opportunities, manage outreach, engage communities, and keep systems organized, I'd love to discuss how I can help. Let's connect. Not sure if I'm the right fit? Just message me with what you need. Happy to have a quick conversation before you commit to anything. 🙂 Ritika Rose 🙂

  • Lead Generation
  • LinkedIn Lead Generation
  • Appointment Setting
  • Email Outreach
  • B2B Marketing
  • Outbound Sales
  • Email Marketing
  • Lead Management
  • Social Media Management
  • Community Management
  • Facebook Marketing
  • Content Creation
  • Social Media Content
  • Social Media Strategy
  • Community Moderation
  • Audience Targeting
  • Blog Writing
  • Content Strategy
  • Content Writing
  • Copywriting
Arun S.

Chennai, India

$25/hr
5.0
7 jobs

In a client's words: "Arun was excellent at creating systems and bringing structure to moving parts that needed organization. He helped streamline processes, kept projects moving forward, and was very effective at ensuring things didn't stall. I appreciated his ability to take ideas and turn them into actionable workflows that improved efficiency across the team." I am Arun, a Fractional COO helping founders regain control of their operations through business systems, process frameworks, and strategic execution plans — without the overhead of a full-time executive. ✨ Top Rated | ✨ Top 10% Upwork Freelancer | ✨ 100% Job Success Score | ✨ Long-Term Client Relationships What I have built for founders: ✅ Built the full operating framework for a US multi-entity holding group — fund, advisory agency, and hospitality property — org design, KPIs, budgets, and reporting. ✅ Built a real-estate fund's capital-raise engine — 90-day roadmap, A–D investor tiering, sponsor due-diligence, and outreach dashboards ✅ Ran a Diagnose–Design–Deploy setup for a coastal RV resort — P&L diagnostic, 100+ guest-review analysis, pricing model, and SOPs. ✅ Productized a fractional-advisory service end to end — positioning, tiered pricing, full sales system, and 30-day onboarding. ✅ Authored a full SOP library for a real-estate investment firm — acquisitions, lead management, dispositions, and lead research. ✅ Beta-tested an AI product for product managers — structured feedback on personas, journey maps, hypotheses, and system issues. Let's work together if you are building ops for the first time or scaling systems under strain. New startups build from day one; established ones start with a 2–4 week Operational Audit — what's broken, what's at risk, where the hidden value sits — then we build. Need an ongoing operator? I embed as your Fractional COO, from tactical execution to full strategic leadership. AVAILABILITY Americas: 9 AM – 1 PM EST Australia: 1 PM – 5 PM AEST Europe & Asia: Full coverage Let's connect to discuss how I can help scale your operations — without scaling your headaches.

  • Business Planning & Strategy
  • Project Management
  • Business Operations
  • Product Management
  • Process Documentation
  • Process Optimization
  • Process Flow Diagram
  • Business Consulting
  • Team Management
  • Product Testing
  • Quality Audit
  • Organizational Structure
  • Organizational Design & Effectiveness
  • Organizational Development
  • Process Improvement

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