Hire the Best Consultants in Ohio

Previously Senior Valuations Consultant at a top commercial real estate valuations firm; I have expert-level experience with Argus Enterprise, Excel, financial modeling and projections, and real estate underwriting and valuations. I also have an intense passion for spreadsheets and automation, and am a Google Sheets expert.

Hello, I am a well established Upwork freelance specialist with a 100% satisfaction rate and an expert in Excel and data analytics with over 30 years of expertise to my name. I am also the owner of my own company, Excel2Point, LLC which was created to provide clients with outsourced customized solutions. I am a Senior Financial Analyst for one of the top 4 Hospitals in the United States and regarded as an expert in data manipulation, business modeling and financial analysis. I utilize powerful analytical tools such as pivot tables, slicers, embedded charting and presentation output (power point, etc.). I have been recognized by my peers as the go to person with any excel based solutions which drive operational efficiencies. I look forward to helping you with a customized solution and please see some more recent examples that I have included for reference. My Best, Matt

I have over 20 years of professional experience with the skills and abilities involving both the U.S. Gov't and Private sector Project Management processes (PMP/FAR/DFAR/AMS). This experience demonstrates numerous examples of managing federal project/contracting areas of responsibility. This professional is proficient with experience in areas involving A&E, IDIQs, commodities, Shipbuilding, Research and Development and both standard and commercial contract experience as well as standard GSA Schedules and being a former C.O. with requirements ranging from 2010 to present.

Helping Businesses Streamline Sales Pipelines, Email Marketing, and CRM Automation with HubSpot & ActiveCampaign. 🚀 With 15+ years of experience in CRM consulting and marketing automation implementation across a wide variety of industries, I help businesses build scalable systems that improve efficiency, boost sales conversions, and maximize ROI. From setting up HubSpot or ActiveCampaign to integrating third-party apps and automating workflows, I ensure your CRM is fully optimized and adopted by your team. I specialize in: ✅ CRM Setup, Consulting & Optimization – HubSpot CRM, ActiveCampaign, GHL, Keap, Pipedrive, and more ✅ Sales Pipeline Design, RevOps Strategy & Automation – Build pipelines that track leads, optimize follow-ups, and drive revenue growth ✅ Email Marketing Campaigns – Automated sequences, drip campaigns, and nurture flows that convert consistently ✅ Workflow & Marketing Automation – Save time by automating manual tasks across your sales and marketing stack ✅ Webinar & Event Funnels – Automate registrations, reminders, follow-ups, and sales conversion tracking through HubSpot or ActiveCampaign ✅ Integrations & API Development – Connect your systems through Zapier or custom API solutions ✅ Real-Time Reporting & Dashboards – Spot leaks, track KPIs, and scale with confidence Client Results Include: • 💰 Saved a company $15K/month in wasted ad spend by uncovering reporting leaks • 📈 Scaled a startup from $0 → $350M in 3 years • 🚀 Increased sales conversion rates by 700% through automation + pipeline optimization • ⏱ Saved teams 5+ hours per employee per week with workflow automation • 📊 Boosted quote-to-invoice conversions by 32% with optimized proposals and follow-ups Why Work With Me? I’ve partnered with startups, SMBs, and enterprise-level companies across industries ranging from SaaS to healthcare, finance, construction, and more. My focus is on building CRMs that actually get used—systems that streamline processes, empower teams, and provide the reporting clarity needed to make better business decisions. Whether you need a fresh implementation, an audit of your current setup, or advanced marketing automation to unlock efficiency, I’ll help you design and deliver a CRM that supports real growth. If you’re looking to: • Set up or optimize HubSpot CRM, ActiveCampaign, or another CRM • Automate workflows to save time and increase efficiency • Build sales pipelines, reporting, and RevOps strategies that drive measurable revenue • Increase conversions with email marketing and sales automation 👉 Let’s connect. I’ll help you streamline your CRM, close more deals, and scale smarter.

Currently, I am an emergency and critical care veterinarian. In my free time, I enjoy writing, research, and photography. I have created my own blogs and successful social media outlets. I have been a freelance writer for several years and have expanded my services to proof-reading, content research, and fact-checking. I have dabbled in product development for dogs and cats. I am open to any work applicable to the veterinary field, biology, or pets.

I'm a results-oriented professional with 10 years of experience in management consulting. I've led several impactful projects in my prior work experience at Deloitte Consulting, including finance strategy and technology transformation projects. My experience also includes project management for large scale system implementations. After several years in corporate consulting, I've decided to go independent in order to provide a tailored services experience to my clients (one that is both cost effective and results oriented). The core services I provide are listed below: 1. AI Workflow Implementation – I have a tried and tested method to assess your processes and recommend AI tools specific to your organization as well as implement AI workflows to automate manual tasks / processes 2. CRM Implementation – I have experience implementing CRM systems to help organizations centralize client data, streamline sales processes, and improve customer relationship tracking. My services include CRM platform selection, configuration, data migration, and end-user training to ensure a smooth adoption and lasting results. I have hands-on experience implementing Monday as a CRM solution 3. Project Management – if you need help structuring your project plan (e.g., activities, milestones) and inputting into a strategic project management tool then I can help you do both. I have experience in running project management offices for $5M+ initiatives. The project management tools I have experience in range from Microsoft Project to Smartsheet 4. Process Flow Development – I can help you develop both current state process flows as well as future state process flows using either Visio or PowerPoint. I have a tried and tested methodology to build process flows that capture detailed information in an easy-to-read format. My services can also include conducting interviews with necessary stakeholders to understand processes in detail 5. Financial Modeling – I can help you develop financial models in Excel for: Full P&L / Income Statement, revenue models, cost models, real estate ROI models 6. Dashboard Development – I can develop dashboards in Excel, Power BI, Tableau, or Google Charts