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  • $120 hourly

    • 4.8/5
    • (120 jobs)
    I'm a passionate startup coach with 16 years of experience as a founder (having launched 4 businesses myself!). I leverage my experience and an Ivy League education (Cornell University) to guide you, from initial ideas to securing funding. I've built hundreds of pitch decks, business plans, and financial models for clients on Upwork and beyond. I'll provide a reality check and the tools to make your dream a business. My toolbox: Lean Startup methodologies, proven pitch deck formats (Y Combinator, Sequoia), business model canvas, design thinking, marketing personas, and financial forecasting. Let's collaborate: We'll start with a free discovery call to understand your goals. Following that, I'll send a proposal outlining deliverables, timelines, and fees. Once approved, we'll work together virtually, refining your plan step-by-step. My mission: Your success is mine. I'm here to help you launch your current venture and prepare for future ones. Let's chat!
    Featured Skill Business Valuation
    B-2 Visa
    Work Visa
    Startup Consulting
    Financial Report
    Financial Management
    Financial Modeling
    Microsoft PowerPoint
    Business Modeling
    Presentation Design
    Business Development
    Business Plan
  • $150 hourly

    • 5.0/5
    • (66 jobs)
    I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.
    Featured Skill Business Valuation
    Taxes
    Corporate Tax
    Investment Strategy
    S-Corporation
    Investment Banking
    Financial Accounting
    Venture Capital Consulting
    CPA
    Financial Modeling
    Mergers & Acquisitions
    Fundraising
    Fund Accounting
    Intuit QuickBooks
  • $175 hourly

    • 5.0/5
    • (28 jobs)
    👑 Top Rated Upwork freelancer with 👑 M&A expert with mega fund experience 👑 Over 13 years experiences across M&A, FP&A, Private Equity, Venture Capital and Entrepreneurship, as a result providing a unique perspective on company lifecycles from early-stage, growth and mature companies. Mergers & Acquisitions (M&A) and CFO services professional with over 12 years of experience, helping clients with: M&A I have track record of helping clients at every stage of the M&A lifecycle, including target identification, valuation/financial modeling, due diligence and deal structuring. CFO Services I have acted as interim CFO for several startups, providing funding raising support, determining valuation and cash burn, building financial budgets and projections. and analyzing and summarizing large datasets. Capital Raising Helping startups, Investment Banks, Venture Capital and Private Equity firms raise capital by leveraging a proprietary investor database and AI/automation. Currently a Venture Partner at NextGen who invests in early staged B2B SaaS startups. I was a Venture Partner at Esya, a startup-studio and venture builder that focuses on Blockchain, Web3, Future of Work and Prop-tech projects. I help screen, evaluate and source early-stage investments, and provide strategic support to portfolio companies. I have experience supporting portfolio companies strategic advisory, financial analysis and CFO services. Key Skills: - Financial Modeling in Excel: Scenario Analysis, DCF, LBO, Sum of All Parts - Comparable Companies Analysis (Trading / Peer Comps) - Precedent Transaction Analysis (Transaction Comps) - Precedent Funding Analysis - Financial Projections and proforma statement with Industry Specific KPIs / Levers - Cap Table Modeling - Early Stage Startup Modeling - M&A Strategy Development - M&A Pipeline Development - Business Plan Development - Competitor / Target Screening & Profiling - Pitch, Investor and Private Equity Fund Decks - Board Level Presentations - Updating / Automating / Maintaining Existing Business and Financial Models - Investment Memos - Business model optimization - Monetization strategy - Market Sizing Analysis - Industry Research Reports Industry Knowledge: Locations services, mapping, manufacturing of industrial goods, warehouse automation and technology, software as a service (SaaS) for professionals, e-commerce, retail and consulting / professional services.
    Featured Skill Business Valuation
    Content Strategy
    Equity Valuation
    Company Valuation
    Valuation
    Financial Analysis & Valuation
    Private Equity
    Venture Capital
    Microsoft PowerPoint
    PowerPoint Presentation
    Mergers & Acquisitions
    Due Diligence
    Corporate Finance
    Project Finance
    Financial Modeling
    Microsoft Excel
  • $150 hourly

    • 5.0/5
    • (48 jobs)
    EXPERT-VETTED Financial Modeling and Consulting Solutions! Services: ✅ Financial Statement Analysis & Review ✅ SMB Acquisition Strategy Consulting ✅ Profitability and Expense Analysis & Review ✅ Valuation and Due Diligence Services ✅ Budget and Forecasting ✅ Template and Calculator Design ✅ Custom Models and Tools Freelancer Highlights: ✔️ Upwork Top 1% SMB Consultant & Financial Analyst ✔️ Ex-Financial Markets Valuation Specialist at PwC ✔️ Graduate of #3 International MBA in America ✔️ Master's Degree in the Science of Finance ✔️ Full-Time Freelance Specialist Since 2019 ✔️ Expert-Vetted and Top-Rated freelancer ✔️ Accredited Small Business Consultant ✔️ Perfect 100% Job Success Score Service Menu: 🥇 Advanced Financial Modeling: $150/hr 🥈 General Financial Analysis: $100/hr 🥉 Phone Consultation: $75/hr ✉️ Please message me directly for a complementary quote or to ask questions!
    Featured Skill Business Valuation
    VLOOKUP
    Looker
    Looker Studio
    Financial Model
    Financial Consulting
    Financial Modeling
    Data Analysis
    Excel Formula
    Business Consulting
    Data Visualization
    Financial Analysis
    Management Consulting
    Microsoft Excel
  • $85 hourly

    • 5.0/5
    • (2 jobs)
    Sandhill Crane & Black is a business advisory, analytics and design firm that helps businesses realize addressable markets, creates financial and investment models and projections, analyzes and interprets business data, and designs investor presentations, marketing materials, and company websites.
    Featured Skill Business Valuation
    Financial Analysis
    Startup Consulting
    HTML
    Financial Modeling
    Data Cleaning
    R
    Statistics
    Tableau
    SQL
    Data Analysis
    Data Visualization
  • $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 Valuation
    Decision Making
    Due Diligence
    KPI Metric Development
    Startup Consulting
    Business Writing
    Financial Projection
    Business Planning & Strategy
    Business Presentation
    Process Improvement
    Data Analysis
    Financial Analysis & Valuation
    Financial Modeling
    Mergers & Acquisitions
    Management Consulting
  • $235 hourly

    • 5.0/5
    • (52 jobs)
    I'm new to the talent side of Upwork - but not to business or consulting - I am an expert in my field with over 20 years of experience building, vetting, and investing in startup companies. As a seasoned investor and serial entrepreneur, I've been where you are and I know the thrill and challenges of the journey. My role as a consultant is to help entrepreneurs and executives navigate the start-up world and give their idea the best chance for success. Currently, I'm a general partner at an early-stage investment firm that manages over $200 million where I also served on the. board and investment committee. I have evaluated opportunities, teams and pitches and helped guide companies to successful exits; several portfolio companies have been acquired by Fortune 500 companies. I have served on boards and stepped in as interim CFO, always ready to roll up my sleeves and do what it takes to ensure success. Aside from the VC world, I was, am, and always will be an entrepreneur. I've founded or co-founded businesses in a variety of sectors, from tech and financial services to media/ad-tech, health and wellness, retail, and tourism - my favorite adventure is the next one (yes - short attention span 😄). I've also raised over $25 million for my own projects, so I know what pitching an investor feels like. Whether it's creating or deconstructing financial models and forecasting, building or assessing pitches, due diligence, valuation, negotiating term sheets, structuring complex financing offers, or crafting entirely new business models, I've tackled it all. Crafting the essential documents that investors need to properly assess your company's investment opportunity demands expertise and time. Through my journey of building my own startups and as an investor myself, I have a deep understanding of what investors seek when evaluating startups. While wearing my VC hat, I've assisted in guiding multiple companies to successful exits and have experience with businesses ranging from pre-seed to series A and beyond. I know what investors and accelerators are looking for when they're considering startups. Let me leverage this experience to carefully guide you through the process and prepare the necessary collateral to pique an investor's interest and raise capital. Let's connect! Relevant Expertise: - Business Model Evaluation and Feedback: This service entails a comprehensive review of your business model, evaluating its strengths and weaknesses, and providing constructive feedback for improvement. This includes a detailed report that outlines potential areas for refinement and strategies for enhancing profitability and sustainability. - Investor Pitch Deck Creation and Review: This process involves gaining a thorough understanding of your organization and the market you are targeting, developing or refining a realistic financial model and an independent valuation to support the “ask” slide and position the offer for a successful raise. Includes advice on content, design, and presentation, with the aim of increasing your chances of securing investment. - Advice on Strategic Capital Structure: Thorough analysis of your current capital structure, advice on optimizing it to meet your strategic goals, maximizing shareholder value and guidance on making it appealing to potential investors. - Investor Memorandums & Business Plans: Personalized memorandums and various documents required in capital raising. Present your offer in a compelling way while providing proper disclosure. These templates are based on industry standards and my personal experience in raising capital for multiple businesses. - Coaching for Early-Stage Entrepreneurs: This is a one-on-one coaching service tailored to the needs of early-stage entrepreneurs. Sessions could cover topics like business strategy, fundraising, financial modeling, and more. - Advice on Performance Metrics: This service includes an assessment of your current performance metrics, advice on which metrics would be most meaningful to track based on your specific business model, defining your KPI's and guidance on how to monitor and interpret these metrics. - Financial Modeling and Forecasting: Develop a custom financial model for your business, including projections for revenue, costs, and profitability. This model will be a valuable tool for planning, fundraising, and decision-making. If you're passionate about your idea but your eyes glaze over when you see a spreadsheet, or if you're trying to figure out how to raise outside capital, we might be a fit.
    Featured Skill Business Valuation
    Financial Management
    Business Strategy
    Venture Capital
    Business Consulting
    Financial Modeling
    Risk Management
    Entrepreneurship
    Contract Negotiation
    Startup Consulting
    Due Diligence
    Pitch Deck
    Financial Consulting
    Strategic Planning
    Financial Analysis
  • $75 hourly

    • 5.0/5
    • (4 jobs)
    Profile * Certified Valuation Analyst (CVA), certified with the National Association of Certified Valuation Analysts (NACVA) since September of 2014. * I write well-written, accurate and thorough business valuation reports for gift tax, estate, mergers & acquisitions, divorce and other scenarios. I have experience with complex international/multi-jurisdictional valuations as well as relatively simple "what's my small business worth" engagements. * Expert witness on matters pertaining to business valuation, IP valuation, IP infringement, business damages/lost profits, etc. * MBA Graduate * Author of A Brief History of Entrepreneurship, The Einstein of Money, and co-author of From Lifeguard to Sun King.
    Featured Skill Business Valuation
    Business Plan Writing
    Feasibility Study
    Financial Modeling
  • $150 hourly

    • 5.0/5
    • (12 jobs)
    As a Finance Professor deeply immersed in the world of Excel, financial modeling, and economic analysis, I bring to the table a wealth of expertise and a keen analytical perspective. My academic journey and real-world applications of financial theories have equipped me with a unique skill set that I'm eager to leverage to solve complex financial challenges and drive business growth. In the practice and implementation of Excel, my proficiency extends beyond basic spreadsheet management to encompass advanced data analysis, pivot tables for summarizing large datasets, and complex functions to automate financial calculations. I specialize in building sophisticated financial models that forecast financial performance, evaluate investment opportunities, and optimize financial strategies. My models are tailored to each project's specifics, incorporating sensitivity analysis to assess the impact of key variables on financial outcomes. My expertise also spans economic analysis, where I apply econometric models to analyze market trends, conduct risk assessments, and provide insights into economic conditions. Through this work, I've helped organizations navigate financial uncertainties, make informed investment decisions, and understand the macroeconomic factors affecting their operations. I pride myself on my ability to translate complex financial concepts into clear, actionable insights. Whether it's conducting variance analysis to track budget performance, utilizing Monte Carlo simulations for risk assessment, or developing capital budgeting models to guide investment decisions, my goal is to provide clients with the tools they need to achieve financial stability and growth. My direct interaction with clients ensures that I fully understand their financial challenges and objectives, allowing me to deliver customized solutions that align with their goals. I'm committed to excellence, and my work ethic is grounded in the belief that meticulous analysis and thoughtful strategy are the cornerstones of financial success. Joining a global network of clients, I've had the opportunity to apply my skills across various industries, enriching my understanding and application of financial strategies in a real-world context. This exposure has not only diversified my project portfolio but also deepened my appreciation for the complexities of global finance. I am excited about the opportunities to contribute my expertise to clients seeking advanced financial analysis, sophisticated modeling techniques, and insightful economic analysis. My aim is to empower businesses and individuals with the financial knowledge and tools they need to navigate the complexities of today's economic landscape successfully.
    Featured Skill Business Valuation
    Critical Thinking Skills
    Problem Solving
    Research Papers
    Microsoft PowerPoint
    Regression Analysis
    Python
    Artificial Intelligence
    PowerPoint Presentation
    Real Estate
    Finance
    Microsoft Excel
    Data Analysis
    Economic Analysis
    Financial Modeling
  • $200 hourly

    • 4.7/5
    • (16 jobs)
    I am a financial expert with over 15 years of experience in investing strategies, options trading, and portfolio management. I recently completed the Chartered Financial Analyst (CFA) program. I have a B.S. in Mechanical Engineering and an MBA with a concentration in finance from the University of Florida. I also speak fluent Spanish. Since 2009, I have co-owned a wealth management firm. I am passionate about helping individuals and businesses understand and apply investing strategies. I have extensive experience using ThinkorSwim, Fidelity Pro, and Tastyworks. I can easily adapt to other trading platforms when needed. Services: Coaching - Options Trading, Investing Strategies Research Reports - Businesses, Stocks, Industries, Investments Stock Valuations Business Valuation Portfolio Review I am available for coaching sessions via Zoom.
    Featured Skill Business Valuation
    Financial Modeling
    Investment Research
    Investment Strategy
    Stock Option Agreement
    Portfolio Management
    Forecasting
    Chartered Financial Analyst
    Marketing Strategy
    Financial Analysis
  • $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 Valuation
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Financial Modeling
    Business Modeling
    Financial Report
  • $200 hourly

    • 4.9/5
    • (299 jobs)
    Are you struggling to maximize HubSpot to its fullest potential? I help B2B companies quickly harness the power of HubSpot, while always delivering measurable results and positive ROI. 🗣️ Here are a few of the things my Upwork clients are saying: ⭐⭐⭐⭐⭐ “Khary is a consummate professional. He executed flawlessly. I highly recommend Khary to anyone in need of HubSpot workflow buildout and integration with multiple platforms. Zero disappointment." ⭐⭐⭐⭐⭐ "Khary is an incredible freelancer. Everything went perfectly and he was able to go the extra mile to deliver. He showed amazing skills for HubSpot, GTM, Analytics, Salesforce, and more. He is also extremely clear with communication, always available and precise with deadlines. Absolutely recommended!" ⭐⭐⭐⭐⭐ "Khary is a professional HubSpot ninja that is able to help you if you have the right processes in place to kickstart your HubSpot automation. He can also code!" ⭐⭐⭐⭐⭐ ”Khary is an excellent developer who completed our HubSpot project according to schedule. He’s a great communicator, well organized, and easy to work with. We highly recommend his services!" My clients turn to me FIRST when they need a boost in sales and profitability. My tactics are simple, yet effective and are specifically designed to generate measurable results for your company. ⚠️ I cannot help every company, but we may be a great fit if you are thinking: ⚠️ ● “We want to maximize HubSpot to its fullest potential in order to scale our sales.” ● “How do we set-up & optimize HubSpot for the best performance and ROI?” ● ”We need a process to keep contact data clean & organized within our HubSpot CRM.” ● “What’s the best method for tracking our incoming leads various marketing channels?” ● “We need an expert to integrate HubSpot w/ Salesforce and/or other applications.” ● "We spent thousands of dollars on a "renowned" HubSpot agency and got nowhere.” ● “What are the best reports to create within HubSpot to get up-to-date insights into our most important metrics?” ● “We need to redesign our website on the HubSpot CMS, which will position our company as a leader in the marketplace & motivate our prospects to take action!” ● "Every time we generate new leads that aren’t nurtured, we’ve lost potential revenue." ● "I'm NOT a HubSpot expert, and I don't have time to learn a new software from scratch!" ● "I need someone take take this project, and get it done RIGHT - the first time!" ● “Is migrating to HubSpot the best choice for our business?” Working with me, you will: ★ Stop struggling with HubSpot issues ★ Maximize your revenue potential through an automated sales process ★ Set up proper source attribution for all your different marketing channels ★ Implement lead statuses & associated workflows to automate status transitions ★ Develop effective evergreen campaigns that generate new leads on autopilot ★ Never have to hire a developer, copywriter, automation expert or graphic designer and HOPE that they work well together! (I’m your one-stop shop!) As a certified HubSpot solutions partner, I work with HubSpot clients daily in order to help them leverage the full potential of the HubSpot platform. I’ve designed a variety of custom solutions for numerous HubSpot clients and I'm confident that I can do the same for you. My profile: ✅ Recognized by Upwork as an Expert-Vetted Talent and among the top 1% of experts ✅ Worked with hundreds of growing B2B companies ✅ Featured in Upwork, HubSpot, CodeMentor, BiggerPockets + more Sound like a fit? Here are the next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Send me a message and let’s organize a call
    Featured Skill Business Valuation
    Communications
    B2B Marketing
    Content Marketing
    LinkedIn Marketing
    HubSpot
    Mergers & Acquisitions
    API Development
    Google Ads
    Google Analytics
    WordPress
    SaaS
    Web Design
  • $99 hourly

    • 5.0/5
    • (313 jobs)
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
    Featured Skill Business Valuation
    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $200 hourly

    • 5.0/5
    • (11 jobs)
    Harvard Degree in Economics and Finance, MBA in Finance from Wharton Business School, 10+ years of Finance, Accounting, Private Equity & M&A experience, Prior Associate at KKR & Analyst at Merrill Lynch. I specialize in the following: - Accounting services - Outsourced CFO/Controller services - Private Equity - Mergers and Acquisitions Advisory - Investor pitch decks and fundraising - Financial modeling - LBO and acquisition modeling - DCF modeling - IRR and returns modeling - Operational and financial modeling - Investor relations materials - Debt modeling - Leveraged lending - Budget preparation - Financial statement analysis and preparation - Business taxes and tax preparation EXPERIENCE: I have substantial experience in various fields of financial consulting, including: 1. Accounting (i) Acting as a Senior Account. (ii) Maintenance of monthly financial reports. (iii) Bookkeeping and monthly closing of books. (iv) Updating general ledgers and making accounting entries. (v) Preparation of financial statements. (vi) Working Capital, Accounts Receivables and Accounts Payables. (vii) Interacting with Financial Institutions and Auditors. (viii) Creating and updating ERP systems. (ix) Financial forecasting and budgeting. 2. Investment Banking and Private Equity (i) Acting as an outsourced VP or Associate. (ii) Conducting valuation of target companies and potential investments. (iii) Participating in M&A due-diligence and writing due-diligence questions and requests. (iv) Putting together virtual data rooms. (v) Writing Investment Committe Memorandum and presenting investment ideas to Partners. (vi) Analysis of the LOIs of target companies by strategic investors, PE firms, and other interested buyers. (vii) Review of financial arrangements done by the acquirer for the financing of acquisition costs. (viii) Normalized P&L analysis to determine actual cash generation capacity of the target business. (ix) Calculation of exit proceeds available to each cap table shareholder in case of exit. 3. Proforma financial modeling for businesses in various industries that have helped: (i) Founders raise funds from seed investors, convertible notes, Series A investors, Series B investors, Series C investors and also from banks. (ii) Founders determine the quantum of funding to be raised. (iii) Founders in making pricing decisions. (iv) Investors in determining what the expected return from an investment would be. (v) Lenders in determining whether the start-up will generate sufficient cash flows to repay loan installments. 4. Analysis of the raw data of the transactions of various businesses to determine and calculate different KPIs and make key decisions based on those KPIs. 5. Analysis of capital projects in infrastructure sectors such as power, road, water and transport involving millions of dollars of investment expenditures: (i) Helpful in determining whether the project is financially viable or not. (ii) Helpful in determining how much costs need to be reduced/benefits to increase to make the project financially viable. 6. Helped many small & medium business enterprises in financial planning & budgeting aiding them in: (i) Keeping track of their performance by comparing their actual vs budgeted figures. (ii) Managing their cash flows. 7. Helped real estate investors in hotel, multi-family, condos, syndicated deals, and commercial projects in: (i) Determining the amount of funding required for the project. (ii) Financial viability of the project. (iii) Calculating tariff, rental or sale value for the project to be viable. Industry Experience: consumer products, technology, SaaS, e-commerce, hospitality, restaurant, hotel & coffee shops, gyms, beauty clinic & spas, education & training, healthcare, real estate, power, media & entertainment; transportation, tourism, logistic, car rental, cruise, manufacturing, staffing & placement, event planning, cannabis, media, etc.
    Featured Skill Business Valuation
    Financial Modeling
    Forecasting
    Corporate Finance
    Pro Forma Statement
    Valuation
    Financial Planning
    Accounting Principles & Practices
  • $50 hourly

    • 5.0/5
    • (5 jobs)
    The goal is to provide you with the most accurate professional results within the confine of your time frame. This is accomplished through the combination of my education (MBA - Finance; Certified Management Accountant; and Certified Valuation Analyst) and my 30 years of "hands of" professional experience in Accounting and Finance. This hands on experience covers responsibilities ranging from posting accounts payable, receivable and banking data into the general ledger, as well as follow up analysis and reporting of the financial data to management and stakeholders. This real world experience includes six (6) years with an outsourced Accounting and Bookkeeping firm where the intent was to be able to provide complete accounting and financial management services to clients in a virtual environment. The intent of my services is to provide Accounting/Corporate Finance services ranging from bookkeeping to outsourced Controller/CFO services, including "heavier" analysis/project based services like Business Plan Development, Business Valuation and Financial Analysis. Also I have extensive turnaround experience on both a formal (Chapter 11 Reorganization) and informal basis. As stated previously, the goal is to not only provide these services on an accurate and timely basis, but to also provide these services at a competitive rate and delivery of the project on time, every time. If either criteria is not fulfilled then whatever shortcoming will be fixed, no matter the cost. All work product will be delivered either through your posted requirements, or delivery as per your verbal or email/written instructions. Failing that then the project will delivered either through email or a confidential drop box setup just for your organization. Finally all original material and copies of any analysis will always be provided to you upon your request. Finally, in all honesty I don't know where you will be able to access this comprehensive expertise and personal commitment to the highest possible standard of workmanship at my quoted rate.
    Featured Skill Business Valuation
    Job Costing
    Business Plan
    Cash Flow Modeling
    Management Accounting
    Financial Analysis
    Financial Accounting
    Bookkeeping
    Cash Flow Analysis
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Having worked in technology and finance in executive and analytical roles, I now focus exclusively on my consulting practice. My key differential is that I bring together a unique combination of successful operating and investing experience to provide a holistic view of early-stage businesses, helping founders scale, raise capital and analyze their business effectively. My goal is to always thoroughly understand the businesses that I work with and the market that you are going after. This allows us to design where your uniqueness lies, and how we can ultimately work together to make that shine - whether it be in fundraising or modeling out your key business levers. As an Operator I was COO during the scale-up of TC, one of the youngest startups to reach IPO on the Brazilian stock exchange, implementing processes that allowed us to scale significantly after finding product market fit. Upon leading the IPO process with BTG Pactual, I also accumulated the Investor Relations and M&A Director roles at the newly publicly traded company, structuring these areas. Additionally, I served as interim-CHRO during 2022. As an Investor As a Venture Partner at Alpha4 Ventures, I've led deal analysis for hundreds of opportunities the 2018 vintage LATAM Early-Stage VC Fund, which has already returned half of investor capital to date. Notable investments include Simetrik, Frete.com, WonderBrands and Vexi. At Smart City Capital I advise on financial modeling for project finance, focusing on public private partnerships (P3s) and other financing options to deploy smart city infrastructure. Prior to working with Venture Capital and startups, I managed more than $1BN in risk at Wells Fargo, for 7 years. My portfolio was for supply chain finance, concentrated in the networking and enterprise tech sector in LATAM and Europe. In this role, I gained significant deal experience, presenting numerous complex multinational transactions to the bank's executive credit committee.
    Featured Skill Business Valuation
    Financial Modeling
    Market Research
    Venture Capital Consulting
    Startup Consulting
    Data Analysis
    Competitive Analysis
    Marketing Strategy
  • $30 hourly

    • 5.0/5
    • (25 jobs)
    Experienced Head of People Operations with 10+ years in people operations (low level operations to strategic level planning and change management). A little about my below: Talent Operations Leader with knowledge of people operations throughout southeast Asia, North America, and South America. I am looking to bring my experience in Singapore to your organization to support with tasks (level 1 activities), scale and automate processes (level 2 activities) to drive business performance, or bring a strategic lens to your organization's talent acquisition program or develop employee engagement programs (level 3 & 4 activities). A list of services I can provide to you and your team below: Expert level user of Excel. Expert level user of Concur Travel and Expense Software An Intermediate level user of Tableau Internal and External Communication Development Data Analysis HRIS Implementation LMS Implementation Project Management Expert Change Management Professional People Operations Management Headcount Management Process Improvement Budgeting Compliance and Digital Records Management Expense Management and Concur Administration State Filing Support Fleet Management Fringe Benefit Management Equity Compensation structuring Total Rewards Support Reduction of Force Intranet content design HRIS onboarding and implementation support
    Featured Skill Business Valuation
    Project Management
    Benefits
    Research & Strategy
    Accounts Payable
    Annual Report
    Accounts Receivable
    Taxes
    Business Writing
    General Ledger
    Human Resource Management
    Academic Writing
    Business Operations
    Fleet Management
    Nonprofit Industry Consulting
    Business Analysis
    Insurance Document Production
    English
    Program Management
    Data Entry
    Event Planning
    Payroll Accounting
    HR & Business Services
  • $75 hourly

    • 0.0/5
    • (0 jobs)
    Jay Morgan, Business Development, Consulting, and Financial Planning Expert With a wealth of experience in business development, consulting, financial planning, and investment strategies, I am committed to helping clients achieve their financial goals and grow their businesses. My expertise spans various investment vehicles and strategic business solutions. Creating, mentoring burgeoning residential and commercial real estate investors. Analyzing all types of investment from stocks, bonds, crypto and real estate. Business Development, We have successfully led multiple business development projects, increasing revenue and market presence. - Skilled in identifying growth opportunities and implementing effective strategies Business Consulting:- Provided strategic consulting services to diverse clients, enhancing operational efficiency and profitability. - Expertise in market analysis, competitive positioning, and organizational development. Financial Planning & Investments: - Developed comprehensive financial plans tailored to individual and corporate clients. - Proficient in managing investment portfolios with a focus on risk management and long-term growth. Investment Vehicles Insurance - Extensive experience in insurance planning and product recommendations. - Expertise in life, health, and property insurance solutions.- Stock Investing: - Successfully managed stock portfolios with a focus on high returns and diversification. - In-depth knowledge of stock market trends and analysis. Bond Investing - Proficient in bond market investments, including government and corporate bonds. - Skilled in evaluating bond performance and yields. Additional Experience- Client Relationship Management- Built strong, long-term relationships with clients based on trust and transparency. - Excellent communication and interpersonal skills. Leadership & Team Management; - Led and mentored teams to achieve business objectives and foster professional growth. - Effective in managing cross-functional teams and projects.
    Featured Skill Business Valuation
    Real Estate Virtual Assistance
    Real Estate Investment Assistance
    Business Application Development Language
    Financial Analysis & Valuation
    Business Planning & Strategy
    Business Plan Writing
    Business Consulting
  • $175 hourly

    • 0.0/5
    • (0 jobs)
    With 20 years of experience across industries like telecommunications, financial services, healthcare, environmental services, consumer goods, and private equity, I work with businesses to unlock growth, solve complex challenges, and deliver meaningful results. I bring a hands-on, approachable style to help clients navigate tough decisions and achieve their goals. • Business Valuation & M&A Guidance: From exploring opportunities to sealing the deal, I guide clients through the entire M&A process, helping them make informed decisions and create lasting value. • Practical Growth Planning: I specialize in turning big ideas into clear, actionable strategies. Whether it’s prioritizing goals, building frameworks, or aligning resources, I help businesses move forward with confidence. • Smart Use of Capital: I work with clients to evaluate their options when considering investments or new projects. Together, we figure out how to make the most of their resources, whether it’s moving ahead now or waiting for the right time. • Focused on Results: My approach is simple: deliver practical solutions that get measurable outcomes. I help clients take action and see real progress. • Broad Industry Know-How: Having worked across multiple sectors, I bring fresh perspectives and adaptable solutions tailored to each business’s unique challenges. I’m here to make the complex simple and help organizations of all sizes reach their full potential with strategies that work in the real world.
    Featured Skill Business Valuation
    Private Equity
    Venture Capital
    Process Improvement
    Financial Planning
    Forecasting
    Financial Modeling
    Presentation Design
    Post-Merger Integration
    Project Budget
    Project Finance
    Management Consulting
    Financial Analysis
    Corporate Strategy
    Mergers & Acquisitions
  • $200 hourly

    • 0.0/5
    • (0 jobs)
    I am experienced at building financial models tailored to specific financial outcomes such as valuation models, opportunity sizing and best financial strategy models. I also have extensive experience in assessing repayment capacity of borrower. I am adept at financial analysis as well as creating analytical presentations and reports.
    Featured Skill Business Valuation
    Forecasting
    Financial Consulting
    Financial Analysis
    Financial Analysis & Valuation
    Financial Model
    Financial Risk
    Credit Counseling
    Report Writing
    PowerPoint Presentation
    Company Valuation
    Financial Modeling
    Analytical Presentation
  • $750 hourly

    • 0.0/5
    • (0 jobs)
    Lead 900+ Sales Calls with SaaS Founders | Lifetime ARR $15M Generated Scaled My Own Ecommerce Store to $700k Revenue | Edited 2,000+ Videos Helping Online Founders & Businesses Unlock Infinite Increase in Leads and Sales, with Automated AI Avatar Systems | DFY Setup | Personal Brand Storytelling x Niche Theme Pages | ICP Offer Strategy
    Featured Skill Business Valuation
    Strategic Planning
    Operating System
    Paid Media
    Growth Strategy
    SaaS
    Social Media Lead Generation
    Sales Funnel Implementation
    Lead Management Automation
    AI Content Creation
    Organic Traffic Growth
    Content Strategy
    Content Creation Software
    Video Editing & Production
  • $200 hourly

    • 0.0/5
    • (0 jobs)
    I help businesses unlock growth, optimize operations, and drive measurable value through strategy, digital transformation, and M&A execution. With a B.Sc. in Industrial Engineering and an MBA from The Wharton School, I bring a results-driven approach to private equity, product management, and commercial due diligence across industries like financial services, consumer goods, and technology. ✔ Private Equity & M&A – Led buy-side and sell-side transactions across Latin America, specializing in valuation analysis, financial modeling, and due diligence. ✔ Growth Acceleration – At Addi, a VC-backed fintech, I drove merchant partnerships and increased monthly originations 40x. ✔ Digital & Product Strategy – At McKinsey, I led digital transformations and developed AI-driven product strategies, achieving 30% NPS improvement and 15% sales growth for a leading CPG brand. ✔ Go-To-Market & Expansion – Designed and executed growth strategies that scaled fintechs, neobanks, and consumer brands to 100K+ active users. Fluent in Spanish & English (conversational in Portuguese), I thrive in cross-functional, global teams, helping businesses scale efficiently and create long-term value. 📩 Let’s connect—message me to discuss how I can help your business grow! 🔹 Skills: Private Equity, M&A, Commercial Due Diligence, Growth Strategy, Digital Transformation, Financial Modeling, Product Management, Analytics, Fintech, Business Strategy, Valuation Analysis, Latin America Markets.
    Featured Skill Business Valuation
    Business Coaching
    Analytical Presentation
    Business Operations
    Growth Strategy
    Marketing
    Analytics Dashboard
    Analytics
    Loyalty Marketing
    Financial Modeling
    Retail & Consumer Goods
    Investment Banking
    Corporate Strategy
    Product Strategy
    Management Consulting
  • $300 hourly

    • 0.0/5
    • (1 job)
    Expert in financial modeling for business valuation and forecasting. Expert in statistical and quantitative programming. Former CFO of 200M restaurant company Former Quantitative Researcher and professional options trader PE investor
    Featured Skill Business Valuation
    Real Estate Financial Modeling
    Due Diligence
    MATLAB
    Quantitative Research
    Financial Management
    Financial Analysis
    Python
  • $50 hourly

    • 4.9/5
    • (11 jobs)
    Accounting expert with experience in taxation, forensic accounting, business coaching/consulting services, litigation support, Quickbooks, and business valuation. I have a BBA in Professional Accounting from the University of Michigan and an MBA in Finance from Florida International University. I started my career in 1994 and am still going strong. I am well worth my rate and have over 15 years experience to back it up. I focus on developing strong, long-term relationships with my clients, partnering as they achieve financial success, and profit. I offer value and experience.
    Featured Skill Business Valuation
    Bookkeeping
    Forecasting
    Budget Management
    Certified Tax Preparer
    Tax Preparation
    Financial Statement
    QuickBooks Online
    Financial Accounting
    Business Coaching
    Intuit QuickBooks
  • $150 hourly

    • 0.0/5
    • (1 job)
    👋 Hi there! I'm Jason, a dedicated and experienced (20 year)Certified Public Accountant (CPA). I specialize in Merger &Aquisitions, financial analysis, business valuation and accounting. I have worked in M&A for last 10 years advising on over 150 million in annual deal volume for buyers sellers and banks. My goal is to help you navigate the complexities of financial management, ensuring compliance and promoting growth. Let's turn your financial challenges into opportunities.
    Featured Skill Business Valuation
    Mergers & Acquisitions
    Financial Analysis
    Analytical Presentation
    Accounting
    Management Consulting
    Bookkeeping
  • $23 hourly

    • 0.0/5
    • (0 jobs)
    I am a highly skilled finance professional with a strong academic background, a former Big 4 Analyst with experience covering the scope of business development and transaction support services. I specialize in delivering top-tier financial solutions tailored to clients' unique needs. My core competencies include: - Valuations & Financial Modeling: Comprehensive models and valuation reports for investment analysis, fundraising, or M&A purposes. - Business Plan Writing: Investor-ready business plans, including detailed financial projections and market research. - Accounting & Bookkeeping: Preparation of accurate financial statements, cash flow management, and reconciliation using Excel or QuickBooks. - Market & Financial Research: In-depth industry and competitor analysis to support strategic business decisions. I pride myself on delivering high-quality, data-driven insights that empower businesses to make informed financial decisions. Whether you're a startup seeking funding, a growing business needing financial expertise, or an investor evaluating opportunities, I am here to help. Let’s collaborate to take your business to the next level!
    Featured Skill Business Valuation
    Business Planning & Strategy
    Business Plan Writing
    Company Valuation
    Private Equity
    Accounting
    Equity Research & Analysis
    Equity Valuation
    Valuation
    Management Consulting
    Fundraising Presentation
    Investment Strategy
    Investment Research
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