Hire the Best Corporate Strategy Specialists in Los Angeles, CA
Los Angeles, California
📊 Finance, Strategy, and Operations Expert 🚀 👋 Welcome to my Upwork profile! I'm Steven, and I'm here to help you unlock the full potential of your business through sound financial management, strategic planning, and streamlined operations. 🌟 What I Bring to the Table: 📈 Financial Wizardry: With 10 years of experience in finance, I specialize in crafting financial strategies that drive growth, maximize profits, and ensure financial sustainability. Whether it's budgeting, forecasting, or financial analysis, I've got you covered. 🔍 Strategic Insight: Crafting a winning strategy is my forte. I've worked with businesses across various industries and stages, helping them identify opportunities, mitigate risks, and develop actionable strategic plans that lead to success. My expertise includes market analysis, competitive intelligence, and business model innovation. 🏭 Operational Excellence: I understand that smooth operations are the backbone of any successful organization. I excel in optimizing processes, enhancing efficiency, and implementing cutting-edge technologies to streamline your operations. From supply chain management to project execution, I've got the skills to drive results. 💡 Why Choose Me?: ✅ Proven Track Record: I've helped businesses of all sizes achieve their financial, strategic, and operational goals. ✅ Custom Solutions: I tailor my services to your specific needs, ensuring that you get the most value. ✅ Data-Driven: My decisions are backed by data and informed by industry best practices. ✅ Client-Centric: Your success is my top priority, and I'm committed to delivering exceptional results. 🎓 Education: Columbia Business School - MBA University of California, Santa Barbara - BA, Economics and Accounting and Minor, Professional Writing 💬 Let's Chat!: Ready to take your business to the next level? Let's connect and discuss how I can help you achieve your goals. I'm just a message away, and I'm excited to be a part of your journey to success. 📅 Availability: I'm available any time, but please note that I work on PST (Pacific Standard Time). Feel free to reach out at your convenience, and I'll ensure our schedules align. 📌 Keywords: Finance, Strategy, Operations, Strategic Planning, Financial Modeling, Process Optimization, Budgeting, Forecasting, Market Analysis, Operational Excellence, Excel Cleanup, Powerpoint, Dashboards
- Strategy
- Microsoft Excel
- Google Sheets
- Business Operations
- Financial Analysis
- Finance
- Accounting
- Salesforce
- Tableau
- SQL
- Microsoft PowerPoint
- Automation
- Process Improvement
- Financial Modeling
- Spreadsheet Automation
Los Angeles, California
I help founders, startups, and growth-stage teams turn complex opportunities into clear strategy, sharper positioning, stronger brands, and executable plans. I’m a global startup advisor, serial entrepreneur, and Yale MBA with 20+ years of experience advising entrepreneurs and building businesses across AI, consumer, marketplaces, membership, loyalty, Web3, travel, financial services, real estate, retail, and emerging markets. I’ve advised 1,000+ founders and operators, traveled to 100+ countries, and worked across industries where the right strategy depends on understanding markets, customers, competition, incentives, timing, taste, and how people actually behave. Clients usually come to me when they need clarity on one or more of these: • Startup strategy, positioning, and business model design • Brand strategy, messaging, narrative, and market feel • AI-era opportunities, workflows, and market strategy • Go-to-market, growth, loyalty, membership, and rewards models • Pitch decks, investor narratives, financial models, and strategic plans • Competitive strategy, pricing, customer psychology, and execution priorities Earlier in my career, I managed Membership Rewards partnerships and card strategy at American Express, including work across the Black, Platinum, and Gold Card portfolios. I have an MBA from Yale and a BA from Cornell. My strength is taking messy, high-stakes business questions and turning them into structured clarity: what matters, what does not, where the leverage is, and what to do next. A lot of my work sits where strategy, brand, UX, incentives, and execution meet: finding the angle, the story, the feel, and the business logic that make something click. I’m a game theory thinker and former professional poker player, so I pay close attention to incentives, competition, risk, uncertainty, and whether a business is being looked at honestly, not just optimistically. I also genuinely enjoy this work. I like big ideas, weird markets, ambitious founders, sharp strategy, strong brands, good design, and figuring out what is really going on beneath the surface of a business. Personally, I’m a lifelong athlete, avid traveler, and deeply curious about food, language, culture, cities, markets, and how people think in different parts of the world. Hablo español. Je parle français.
- Corporate Strategy
- Microsoft Excel
- Marketing Strategy
- Corporate Brand Identity
- Loyalty Marketing
- Gamification
- Brand Consulting
- User Experience Design
- Microsoft PowerPoint
- Business Modeling
Los Angeles, California
🏆 Featured in the Los Angeles Business Journal, Bisnow and Costar. Financial & Business Consultant with expertise in: ✅Financial Modeling: Advanced models for budgeting, forecasting, and investment analysis. ✅Business Planning: Comprehensive plans for startups and established businesses, including market analysis and strategic road maps. Why Choose Me? ✅Successfully supported over 1000 clients globally. ✅Precision in financial data, ensuring accuracy and reliability. ✅Tailored strategies to meet specific business needs. ✅Commitment to meeting deadlines with top-quality work.
- Business Plan
- Accounting
- Bookkeeping
- Financial Planning
- Financial Modeling
- Pitch Deck
- Financial Analysis
- Intuit QuickBooks
- QuickBooks Online
- Business Writing
- Business Proposal
- Fundraising
- Market Analysis
- Finance & Accounting
- Xero
Los Angeles, California
Salutations. I'm a former entrepreneur who found a passion for corporate finance after starting and selling a few businesses over the years. I've founded & lead 4 companies with 2 exits and worked with 100+ leadership teams ranging from startups to PE-backed SMBs to F500. Now, I operate as a CFO, investor, and advisor to entrepreneurs. I'm not the Harvard-Wharton-McKinsey-Goldman corporate guy who manages from a spreadsheet. I'm a guy with a resume built on hard success from starting and selling my own businesses, leading teams, raising capital, and advising dozens of business owners on doing the same. Some specific things I can help you with: - Financial planning & budgeting - Raising debt/equity capital - Cashflow management (incl. in a cash crisis) - Financial controls - Debt restructuring - Accounting management - Bookkeeping management - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence in finance operations - Navigating the M&A process - LOI to Due Diligence to closing - Post-close integration Here's what some of my clients say about me: "Andrew has a knack for pushing the envelope and having it actually work. I watched over and over again as he brought fresh ideas and initiatives into fruition that directly translated into ROI... Andrew is a blast to work with. He's witty, hyper intelligent, and above all else, he genuinely cares about the people that are in front of and alongside him. 10/10." - President, SpeakerFlow "Working with Andrew has been a fantastic experience. I'm grateful to have him as part of the team! He brings great ideas to the table, keeps things organized, and sees his initiatives through. I would highly recommend Andrew and his partners for any project that you may have - you won't regret it!" - Senior Sales & Marketing Manager, CoolBot "Andrew is genuine. He offers information transparently, and in an accessible way - even if you don't have prior [technical] knowledge. Highly recommend Andrew and his team." - Founder & President, BELA / TCF "Andrew has developed and implemented several key projects and initiatives with our team in recent years and has simply exceeded expectations at every juncture... always with stellar results. Identify a project, talk to Andrew, and Go!" - EVP Sales & Marketing, Arctic Industries
- Business Strategy
- Marketing Strategy
- Management Consulting
- Business Transformation
- Financial Analysis
- Financial Modeling
- Business Operations
- Mergers & Acquisitions
- Business Valuation
- Financial Consulting
- Corporate Finance
- Due Diligence
- Pro Forma Statement
- Financial Projection
- Financial Analysis & Valuation
Los Angeles, California
- Founder & CEO of strategic management consulting firm focusing on sports, entertainment, and entrepreneurship business sectors. - Former director of sales, revenue generation strategic planning and new hire training for established, innovative industry-leading brands within the global immigration-related investment and the U.S. opportunity zones investment spaces. - Former COO for premium beverage startup, focusing on national strategic operations, business development, and customer and channel partner satisfaction. - Former Founder/CEO of innovative telecommunications services firm focusing on building strategic bridges between North America and EMEA markets. - 3+ years VP Ops / BD for high-profile Silicon Valley hospitality / entertainment startup, focusing on strategic growth and customer and channel partner satisfaction. - 7+ years as principal partner at sports agency. C-level experience in operations and finance for white-collar professional services client management startup venture. - 11+ years of experience in structured multimillion-dollar corporate personnel and project management - including military and ex-military staff - in the U.S and international defense contracting sectors.
- Business Plan
- Strategic Plan
- Pitchbook
- Financial Modeling
- Blog Writing
- Writing
- Lean Startup
- Startup Consulting
- SEO Writing
- Microsoft Excel
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