Hire the best Due Diligence specialists

Check out Due Diligence specialists with the skills you need for your next job.
Clients rate Due Diligence specialists
Rating is 4.8 out of 5.
4.8/5
based on 153 client reviews
  • $20 hourly
    WHAT PEOPLE SAID ABOUT MY JOB: "Very helpful! Can takes his time to really understand his client and give plenty of discussion for what he can do for you. If you have business to do in Vietnam, this guy is your first contact!" - Peter from United States "Excellent work and proactive communication and skills to get the job done. I will recommend and come again." - Jeff Migolet from Gabon "Awesome resource and we will use him in the future for assistance" - Loyd from United States "Super helpful. Fast communication. Gave extra information before and after orders. Was very pro-active when delivering the file (lot of extra help). I even asked for more than what was requested, and he was willing to help" - Krys from United States "Can was easy to communicate with and provided a great service." - Edson from Australia "Can is well organized and very detailed. Sure will work with him again." - Andrew from Egypt "Communication with the seller was a pleasure. He was prompt and respectful. He was able to finish the project earlier than expected with accurate translation." - Richmond Fabrez from Japan "He is too professional and outstanding communication" - himalayantrans from Bhutan "He is very attentive to client needs. He produces both fast and quality work. Hope to work with you again. Many thanks!" - e2gardner from Czech Republic ------------------------------------------------------ Why choose me? → Native Vietnamese legal counsellor → Experience in the legal and business field → Secure information security → Flexible and reasonable price If you have any problems, please don't hesitate to contact me. Thank you and Best regards, ------------------------------------------ TRUST ME AND YOU WILL BE NOT DISSATISFIED.
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    Legal
    Intellectual Property Law
    Trademark
    Patent
    Online Research
    Tax Law
    Legal Assistance
    Contract Drafting
    Contract Law
    Corporate Law
    Company Research
    Employment Law
    Legal Consulting
  • $100 hourly
    * Ex-Big 4 (PwC) * Expert in Financial Modelling * Investment Analysis, Equity Analysis, Real Estate * Financial Analysis and Valuation (CFA) * Fundraising I started my professional career in PwC and just after three years I was leading audit engagements and consulting both large and small enterprises. During this period I also managed to simultaneously pass all exams of both ACCA and CFA. At that time I was headhunted to work on a start-up project for provision of financial services in the Middle East and Africa. I was responsible for setting up the operations in on of the markets. This included - market research, opportunity assessment, product development, competitive positioning, go-to market approach, valuation and consolidation of all markets and building the funding prospectus in collaboration with external consultants. My career continued with an attractive proposal from one of the biggest biotech pharmaceutical companies, where I was responsible for innovation projects and digital marketing. Currently I am freelancing for a Fintech fund based in NY building financial models and valuations for start up companies. I have always been interested and enthusiastic to provide financial and consulting services to start-up businesses, helping them solve critical problems and to explore all opportunities for growth. I feel very confident to expand my freelance career, so I can leverage my broad experience and knowledge to provide valuable services to your business. My greatest pleasure is to help you make better decisions and see your business growing. I will be happy to offer any of the following services: - financial modelling; - investment analysis - financial planning and analysis; - valuation and fundraising preparation; - due diligence. I'm also open to any interesting project or service, relevant to my experience.
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    Chartered Financial Analyst
    Equity Research
    Private Equity
    Business Valuation
    Real Estate Financial Modeling
    Fundraising
    Business Analysis
    Financial Analysis
    Financial Modeling
    Modeling
    Marketing
    Data Analysis
  • $45 hourly
    Legal Counsel with international experience in Data Privacy, Anti-Money Laundering, Corporate & Contracts Law. My services include: Virtual Data Protection Officer (DPO), Virtual AML Officer/ MLRO, Drafting of Contracts, Terms and Conditions, Non-Disclosure Agreements (NDAs), Corporate Partnership Agreements, Company By-laws, Internal Corporate Documentation (policies, procedures, decisions), etc. Review or preparation of all internal and external GDPR / CCPA / New Saudi Personal Data Protection Law (PDPL) Documentation such as Privacy Policies, Cookie Policies, Standard Contractual Clauses (SCCs), Data Sharing Agreements, Legitimate Interest Assessments, Security & Access Policies, etc. Review or preparation of all internal AML/CFT Documentation such as Know Your Customer (KYC) and Risk Assessment policies and procedures. (experienced in using specialized AML compliance tools) Territorial experience: European Union USA and Canada Saudi Arabia and India
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    Legal
    Data Privacy
    Contract Law
    GDPR
    Contract Drafting
    Corporate Law
    Privacy Policy
    Data Protection
    Legal Research
    Terms & Conditions
    English
    Compliance
    Anti-Money Laundering
    Risk Assessment
  • $10 hourly
    Time is money and I can save you both. I have done my masters in banking and finance. I have been doing freelancing form last 4 years now. I have worked for many known companies as well, Like: Slimtel Pvt Ltd, Wisdek Corp and many more. I am very experienced in Customer Service, Admin Support, Chat support and Property Due Diligence reports. If we talk about property due diligence report I have been doing this form last 3 years and for other customer support I have a job experience for more than 5 years. I always promised my clients to deliver their work within 48 working hours (unless county delay due to covid-19). I have been doing this successfully and have many satisfied and happy clients who are still working with me. Honestly speaking, I am trying to build my profile on upwork as well now. With my attention to detail and exemplary quality of work I would be an asset on any project. Don't trust my words, See my testimonials!!! Regards, Umair
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    Electronic Medical Record
    Communications
    Online Research
    Phone Support
    Online Chat Support
    Customer Support
    Administrative Support
    Email Support
    Medical Billing & Coding
    Microsoft Excel
    Data Entry
    Microsoft Office
  • $12 hourly
    For the past 20 years, I have served as an examiner, researcher, and abstractor in various aspects of US Real Estate Title Insurance. My work has taken me across multiple states, including AZ, CA, OH, FL, SC, NC, NJ, NY, AL, TN, MS, OK, NV, MI, LA, MA, GA, MD, KY, IA, NM, and TX. As a Top Rated Plus Freelancer, I possess extensive knowledge and expertise in Real Estate Title Examination, encompassing Full Search, Current Owner Search, 2 Owner Search, Lien Search, Title search, Expedite search, Prop plus search, foreclosure sale, Real Estate Due Diligence, and Document Review. I have the expertise to thoroughly research, examine, and interpret various documents critical to Real Estate Title Insurance, including chain of title, Deeds, Mortgages, Deed of Trust, Liens, Judgment, HOA documents, Easements, Agreements, State Tax Liens, Taxes, Probates, Foreclosure documents, and Due Diligence Reports for Vacant Land. Highly Experienced in using/doing these: • Title Opinion Report • Loan Title Policy • Preliminary Title Report • Commitment Title Report • Netronline (County Website) • GIS Maps / Google Maps/ Utilities Maps • GPS coordinates • RealQuest • LexisNexis • Data Tree • Data Trace • Airtable • Yellow pages • Zillow/Redfin/Realtor • MS word & excel • Resware • LGPass • Slack • Trello • Pebble • Dropbox • Google drive
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    Document Review
    Data Analysis
    Data Interpretation
    Real Estate IDX
    Real Estate Appraisal
    Property Tax
    Data Scraping
    Data Entry
    Online Research
    Report
  • $245 hourly
    Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
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    CPA
    Bookkeeping
    Business Coaching
    Business Plan
    Management Consulting
    Business Valuation
    Startup Consulting
    Financial Statement
    Valuation
    Mergers & Acquisitions
    Strategic Plan
    Leadership Development
    Income Statement
  • $20 hourly
    I am your Land VA! Are you looking for a dedicated professional to help you achieve success in vacant land acquisition and transactions? Let's connect and discuss how we can collaborate to maximize your opportunities! As an experienced Vacant Lands VA, I offer a comprehensive range of services to streamline your operations and boost your profitability. Here are the things I can bring to the table: ACQUISITION and TRANSACTION COORDINATION: - Property Research: Thorough analysis and evaluation of potential vacant lands. - List Generation: Utilizing various sources to compile comprehensive vacant land lists. - List Scrubbing: Carefully refining the lists to ensure accuracy and relevancy. - Market Comparison Research: Developing a price matrix for effective decision-making. - Automated Mailing Management: Expertise in LGpass for efficient and targeted mailings. - Skip Tracing: Employing advanced techniques to locate property owners. - Virtual Mailbox Management: Handling incoming and outgoing mail efficiently. - Airtable Management: Organizing data and streamlining processes for better productivity. DUE DILIGENCE: - Property Reports: Conduct in-depth research and generate comprehensive reports. - Deeds Research: Examining property deeds for legal compliance and documentation. MARKETING: - Copywriting: Crafting persuasive and engaging content for your marketing materials. - Graphic Design: Utilizing Canva and Photoshop to create eye-catching advertisements. - Landmodo Account Management: Efficiently managing your Landmodo account. - Facebook Ad Marketplace Management: Strategically placing and monitoring ads. - Facebook Ad Posting: Executing successful ad campaigns on multiple accounts using MultiLogIN. - Email Marketing Automation: Utilizing Mailchimp/Convertkit to automate customer journeys. - Landing Page Creator: Creating compelling landing pages and promoting "Deals of the Week". - Automated Workflow Management: Harnessing the power of Zapier for seamless integration. - Leads Generation: Implementing effective strategies to generate qualified leads. - Simple Website Management: Updating and managing your website content. - Ads Posting: Maximizing exposure through strategic ad placements. SALES: - Sales Document Preparation: Preparing all necessary documentation for smooth transactions. - Geekpay Links Creation: Creating secure payment links for efficient sales. SOCIAL MEDIA: - Costar/LoopNet, Crexi - Facebook Marketing: - Facebook Group and Page Management: - Instagram, TikTok, LinkedIn Account Management: Let's grow together and make your vacant land ventures a resounding success! Connect with me today for a detailed discussion on how I can contribute to your business.
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    Facebook Advertising
    Facebook
    Headline
    Ad Copy
    Copywriting
    Landing Page Design
    Ad Content Creation
    Email Copywriting
    Microsoft Excel
    Data Entry
    Lead Generation
    Market Research
    Landing Page
  • $90 hourly
    Agustin helps companies find and engage suppliers in Vietnam and other South East Asian countries. Provide me with a design and specification, and I will find suitable manufacturers, perform due diligence, facilitate engagement and contract negotiation, and support you all the way until you get your product. I've lived in three continents working for leading corporations in the area of procurement. An Argentinean and German national, Agustin grew up in Buenos Aires, graduated in Business Administration from Cologne University and holds an MBA degree from IESE Business School (Barcelona).
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    Contract Manufacturing
    Supply Chain Management
    Contract Management
    Procurement
    Contract Negotiation
    Manufacturing & Construction
    Factory & Supplier Auditing
    Product Sourcing
    Dropshipping
    Supplier Search
    Quality Inspection
    Buying
  • $25 hourly
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 14 years of experience in corporate finance and advisory.
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    Business Writing
    Pro Forma Statement
    Cash Flow Modeling
    Investor Overview
    Chartered Financial Analyst
    Accounts Payable Management
    Business Valuation
    Investment Research
    Investment Strategy
    Cost Accounting
    Accounting Basics
    Investment Banking
    Microsoft Excel
    Financial Projection
  • $10 hourly
    TOP-RATED Real Estate Virtual Assistant on Upwork. Are you in need of a highly skilled and experienced virtual assistant specializing in DUE DILIGENCE REPORTS (DD Reports), PROPERTY COMPARABLES (Comps), Price matrix, Real Estate Research, Vacant Land Research, Property Valuation, Data pulling, Property Auctions, Pre-foreclosure, Tax Deed search, Foreclosure, Tax Lien, Probate Records, Lis Pendens and Many more? Look no further! Meet Me, a Top-rated virtual assistant on Upwork with over 10 years of freelance experience. o Real Estate Management Services. As a highly skilled service provider in the field of real estate management, I specialize in delivering comprehensive due diligence reports (DD Reports) that offer valuable insights and analysis. Additionally, I offer expert assistance in property comparables (comps), creating price matrices, conducting thorough real estate research, and performing diligent research on vacant land properties. Property valuation is another area of expertise, where I apply my knowledge and experience to accurately assess property values. In addition to these core services, I am well-versed in data pulling, allowing me to gather relevant information efficiently. I am also experienced in handling property auctions, foreclosure cases, tax liens, probate records, pre-foreclosure data, tax deed searches, and Lis pendens records. With my extensive knowledge and proficiency in real estate research and data analysis, I provide clients with valuable insights to support their decision-making processes. Whether you require in-depth property analysis or assistance with legal and financial aspects, I offer comprehensive services tailored to your needs. By entrusting me with your real estate management needs, you can expect reliable and accurate results that will guide you in making informed decisions in the dynamic world of real estate. As a dedicated freelancer, I am providing a wide range of services to clients, including document preparation, file maintenance, and record keeping. With a vast knowledge of various computer programs, I am well-equipped to handle nearly any task assigned with ease. I am a quick student who welcomes challenges, always striving to expand my skill set. My attention to detail and organizational prowess is unmatched, ensuring that assignments are completed on time and with utmost accuracy. Client satisfaction is a top priority for me, and they take pride in delivering exceptional results. Here are more areas of expertise as a virtual assistant: o Online research: Conduct thorough research to gather relevant information. o Call management: Handling emails, phones, and chat apps efficiently. o Data management: Proficient in bookkeeping, record keeping, data analysis, data collection, and data entry. o Time management: Skilled in managing and prioritizing tasks effectively. o Communication skills: Excellent verbal and written communication abilities. o Organizational skills: Maintaining order and structure in work processes. o Virtual chat assistance: Providing prompt and professional chat support. o Virtual order acceptance and query resolution: Managing orders and addressing customer queries. o Virtual customer support management: Assisting clients with their customer support needs. o Microsoft expertise: Proficient in Excel, Word, PowerPoint, and Outlook. o Email campaigns and management: Creating and managing email campaigns, handling multiple emails. o Social media management: Skilful in managing social media platforms. o LinkedIn profile research: Conducting research and gathering information from LinkedIn profiles. o Content writing: Crafting engaging and informative content. o Working with sales teams: Collaborating with sales teams to support their efforts. o Coordination: Efficiently coordinating tasks and projects. o Scheduling and appointments: Managing schedules and setting appointments. o Travel and hotel bookings: Assisting with travel arrangements and hotel bookings. o Contact info findings of decision-makers: Identifying and gathering contact information of key decision-makers. o Forum posting: Engaging in forum discussions and posting relevant content. o Reviews and feedback collection: Collecting reviews and feedback as required for projects. I am passionate about delivering maximum satisfaction to clients and ensuring that their services provide exceptional value. With their expertise and dedication, Vasim is ready to serve as your virtual assistant, personal assistant, online researcher, or data entry specialist. Don't miss the opportunity to work with a top-rated real estate virtual assistant. Contact Me today to discuss your requirements and experience the difference between having a highly skilled professional by your side. Thank you for considering Me for your virtual assistance needs. V asim
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    Real Estate Acquisition
    Real Estate Listing
    Real Estate Marketing
    Light Project Management
    Real Estate Investment Assistance
    Virtual Assistance
    Real Estate Appraisal
    Lead Generation
    Administrative Support
    Property Tax
    Real Estate
    Online Research
  • $495 hourly
    IF YOU'D LIKE TO WATCH THE UPWORK WEBINAR I DID ON BUSINESS ORGANIZATIONS -- ADD THIS TO UPWORK.COM IN THE ADDRESS BAR: community/events/upwork-live-tips-and-tricks-for-starting-a-business-in-the-us. I am an attorney and accountant, and was a professor of finance and law at the University of Southern California where I taught business law, real estate and accounting. I have saved clients millions of dollars through insight and experience in negotiating and drafting contracts and a thorough understanding of accounting; and how the legal and financial elements affect one another. If you're considering starting your own business or you have started your own business you may find the book "You Want To Be An Entrepreneur" extremely useful. Search for that title on Amazon or see my portfolio below. I am considered an expert in licensing/franchising and brand management, and am one of the most experienced executives in the hospitality/entertainment fields. I have been an owner, operator, executive and consultant with more than 20 years in product and brand licensing for such world-famous entities as the Rolling Stones, Playboy, Warner Bros. and Penthouse. Additional info on LinkedIn.
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    Trademark
    Mergers & Acquisitions
    Post-Merger Integration
    International Taxation
    Corporate Law
    Business Plan
    Contract Drafting
    Licensing
    Brand Licensing
    Contract Law
    Legal Consulting
    Intellectual Property Law
    Financial Projection
  • $100 hourly
    ⭐ ⭐ ⭐ ⭐ ⭐ 𝐁𝐚𝐫-𝐀𝐝𝐦𝐢𝐭𝐭𝐞𝐝 𝐋𝐚𝐰𝐲𝐞𝐫 𝐚𝐧𝐝 𝐓𝐨𝐩 𝟏% 𝐨𝐧 𝐔𝐩𝐖𝐨𝐫𝐤 𝟏𝟎𝟎% 𝐉𝐨𝐛 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 I work with high-profile Amazon brands, Agencies, E-commerce, Tech and SaaS companies! 📣 Alumna of Harvard Law school and Berkman Klein program in Copyright Law. 📣 WIPO (World Intellectual Property Organization) certified. 📣 LL.B and LL.M. in private & business law (Master of Laws). My services include, but are not limited to: ✅ Software Development Agreements, Master Services Agreements (MSA) for SaaS businesses, SOW(s), Privacy Policy, T&C, NDA, Non-Compete, and Non-solicitation Agreements. ✅ IP rights management for software development companies. ✅ Cease and Desist letters and DMCA takedown notices. ✅ Music licensing (management of publishing and master rights and obtaining sync licenses). ✅ Filing Letters of Protest (LOP) on the pending frivolous trademarks. ✅ Due diligence on Trademark ™ registrations through USPTO (U.S. Patent and Trademark Office) ✅ Due diligence on copyright infringement. ✅ Due diligence on patent infringement (Freedom to Operate Report). ✅ Drafting and negotiating licensing agreements. ✅ Negotiating IP Licenses for merchandise and book publishing businesses. ✅ Legal Research on IP infringement detection for Print on Demand (POD) Platforms and E-commerce stores (Etsy, Amazon, Shopify, etc.) ✅ Alternative Dispute Resolution (ADR); Mediation and Arbitration. Intellectual Property Law | IP | Copyright | Trademark | Law | Legal | Lawyer | Attorney | Legal Writing | Business Services | Legal Drafting | Legal Assistance | NDA | Contract Drafting | Contract Negotiation | Conduct Research | Software Licensing | Legal Consulting | Civil Law | Corporate Law | GDPR | CCPA | Startup Lawyer | Terms | Privacy Policy | Master Service Agreement | Service Level Agreement | Contracts | Copyright Law | Trademark Law | Patent Law | Cease and Desist | DMCA Notice 🏆 A glimpse into a recent client review - describing the quality of output and value that you can expect from working with me: "𝘐 𝘩𝘢𝘥 𝘵𝘩𝘦 𝘱𝘭𝘦𝘢𝘴𝘶𝘳𝘦 𝘰𝘧 𝘦𝘯𝘨𝘢𝘨𝘪𝘯𝘨 𝘕𝘢𝘵𝘪𝘢 𝘧𝘰𝘳 𝘥𝘳𝘢𝘧𝘵𝘪𝘯𝘨 𝘢 𝘕𝘰𝘯-𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦 𝘈𝘨𝘳𝘦𝘦𝘮𝘦𝘯𝘵 (𝘕𝘋𝘈) 𝘧𝘰𝘳 𝘮𝘺 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴, 𝘢𝘯𝘥 𝘐 𝘮𝘶𝘴𝘵 𝘴𝘢𝘺, 𝘩𝘦𝘳 𝘭𝘦𝘨𝘢𝘭 𝘦𝘹𝘱𝘦𝘳𝘵𝘪𝘴𝘦 𝘴𝘩𝘰𝘯𝘦 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘢𝘵 𝘦𝘷𝘦𝘳𝘺 𝘴𝘵𝘢𝘨𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘳𝘰𝘫𝘦𝘤𝘵. 𝘍𝘳𝘰𝘮 𝘵𝘩𝘦 𝘰𝘯𝘴𝘦𝘵, 𝘴𝘩𝘦 𝘴𝘩𝘰𝘸𝘤𝘢𝘴𝘦𝘥 𝘢 𝘥𝘦𝘦𝘱 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘰𝘧 𝘵𝘩𝘦 𝘭𝘦𝘨𝘢𝘭 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘥, 𝘦𝘯𝘴𝘶𝘳𝘪𝘯𝘨 𝘦𝘷𝘦𝘳𝘺 𝘦𝘭𝘦𝘮𝘦𝘯𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘥𝘰𝘤𝘶𝘮𝘦𝘯𝘵 𝘸𝘢𝘴 𝘮𝘦𝘵𝘪𝘤𝘶𝘭𝘰𝘶𝘴𝘭𝘺 𝘤𝘳𝘢𝘧𝘵𝘦𝘥 𝘵𝘰 𝘴𝘦𝘳𝘷𝘦 𝘮𝘺 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘪𝘯𝘵𝘦𝘳𝘦𝘴𝘵𝘴, 𝘸𝘩𝘪𝘭𝘦 𝘳𝘦𝘮𝘢𝘪𝘯𝘪𝘯𝘨 𝘧𝘢𝘪𝘳 𝘢𝘯𝘥 𝘤𝘭𝘦𝘢𝘳. 𝘏𝘦𝘳 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘸𝘢𝘴 𝘱𝘳𝘰𝘮𝘱𝘵 𝘢𝘯𝘥 𝘱𝘳𝘦𝘤𝘪𝘴𝘦, 𝘮𝘢𝘬𝘪𝘯𝘨 𝘵𝘩𝘦 𝘤𝘰𝘭𝘭𝘢𝘣𝘰𝘳𝘢𝘵𝘪𝘰𝘯 𝘦𝘧𝘧𝘰𝘳𝘵𝘭𝘦𝘴𝘴. 𝘚𝘩𝘦 𝘵𝘰𝘰𝘬 𝘵𝘩𝘦 𝘵𝘪𝘮𝘦 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘮𝘺 𝘯𝘦𝘦𝘥𝘴, 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘷𝘢𝘭𝘶𝘢𝘣𝘭𝘦 𝘪𝘯𝘴𝘪𝘨𝘩𝘵𝘴, 𝘢𝘯𝘥 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘦𝘥 𝘢 𝘧𝘪𝘯𝘦𝘭𝘺-𝘵𝘶𝘯𝘦𝘥 𝘥𝘰𝘤𝘶𝘮𝘦𝘯𝘵 𝘸𝘦𝘭𝘭 𝘸𝘪𝘵𝘩𝘪𝘯 𝘵𝘩𝘦 𝘴𝘵𝘪𝘱𝘶𝘭𝘢𝘵𝘦𝘥 𝘵𝘪𝘮𝘦𝘭𝘪𝘯𝘦. 𝘏𝘦𝘳 𝘢𝘵𝘵𝘦𝘯𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘦𝘵𝘢𝘪𝘭 𝘢𝘯𝘥 𝘥𝘦𝘥𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘵𝘰 𝘤𝘭𝘪𝘦𝘯𝘵 𝘴𝘢𝘵𝘪𝘴𝘧𝘢𝘤𝘵𝘪𝘰𝘯 𝘸𝘦𝘳𝘦 𝘦𝘹𝘦𝘮𝘱𝘭𝘢𝘳𝘺. 𝘕𝘢𝘵𝘪𝘢 𝘪𝘴 𝘯𝘰𝘵 𝘫𝘶𝘴𝘵 𝘢 𝘧𝘳𝘦𝘦𝘭𝘢𝘯𝘤𝘦𝘳; 𝘴𝘩𝘦 𝘪𝘴 𝘢 𝘤𝘰𝘮𝘮𝘪𝘵𝘵𝘦𝘥 𝘭𝘦𝘨𝘢𝘭 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘮𝘢𝘳𝘬𝘢𝘣𝘭𝘦 𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘵𝘳𝘢𝘯𝘴𝘭𝘢𝘵𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘹 𝘭𝘦𝘨𝘢𝘭 𝘫𝘢𝘳𝘨𝘰𝘯 𝘪𝘯𝘵𝘰 𝘢 𝘤𝘰𝘮𝘱𝘳𝘦𝘩𝘦𝘯𝘴𝘪𝘣𝘭𝘦 𝘧𝘰𝘳𝘮𝘢𝘵. 𝘐 𝘢𝘮 𝘵𝘩𝘰𝘳𝘰𝘶𝘨𝘩𝘭𝘺 𝘴𝘢𝘵𝘪𝘴𝘧𝘪𝘦𝘥 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘰𝘶𝘵𝘤𝘰𝘮𝘦, 𝘢𝘯𝘥 𝘐 𝘸𝘩𝘰𝘭𝘦𝘩𝘦𝘢𝘳𝘵𝘦𝘥𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥 𝘩𝘦𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘵𝘰 𝘢𝘯𝘺𝘰𝘯𝘦 𝘪𝘯 𝘯𝘦𝘦𝘥 𝘰𝘧 𝘤𝘰𝘮𝘱𝘦𝘵𝘦𝘯𝘵 𝘭𝘦𝘨𝘢𝘭 𝘢𝘴𝘴𝘪𝘴𝘵𝘢𝘯𝘤𝘦 𝘰𝘯 𝘜𝘱𝘸𝘰𝘳𝘬. 𝘏𝘦𝘳 𝘸𝘰𝘳𝘬 𝘪𝘴 𝘢 𝘵𝘦𝘴𝘵𝘢𝘮𝘦𝘯𝘵 𝘵𝘰 𝘩𝘦𝘳 𝘤𝘢𝘱𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘪𝘯𝘵𝘦𝘨𝘳𝘪𝘵𝘺 𝘪𝘯 𝘵𝘩𝘦 𝘭𝘦𝘨𝘢𝘭 𝘧𝘪𝘦𝘭𝘥. 𝘐 𝘭𝘰𝘰𝘬 𝘧𝘰𝘳𝘸𝘢𝘳𝘥 𝘵𝘰 𝘦𝘯𝘨𝘢𝘨𝘪𝘯𝘨 𝘩𝘦𝘳 𝘦𝘹𝘱𝘦𝘳𝘵𝘪𝘴𝘦 𝘧𝘰𝘳 𝘧𝘶𝘵𝘶𝘳𝘦 𝘭𝘦𝘨𝘢𝘭 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴. 𝘛𝘩𝘢𝘯𝘬 𝘺𝘰𝘶, 𝘕𝘢𝘵𝘪𝘢, 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘰𝘶𝘵𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘴𝘦𝘳𝘷𝘪𝘤𝘦!" I'll try my best to craft efficient solutions to your legal challenges! Message me and let's discuss your project in more detail! Best, Natia
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Trademark
    Civil Law
    Contract Law
    Media & Entertainment
    Copyright
    Patent Law
    Intellectual Property Consulting
    Non-Disclosure Agreement
    Service Level Agreement
    Music Licensing
    Patent Search
    Digital Millennium Copyright Act
    Copyright Law
    GDPR Compliance Review
    Trademark Law
    Law
    Legal Consulting
    Legal
    Software Licensing
    Data Privacy
    Intellectual Property Law
  • $24 hourly
    My name is Umair. My vision is to "help one million people start their own business successfully." I am a business consultant who is passionate about solving my client's problems and providing impeccable solutions. I have 15 years of experience in developing and growing startups and businesses. Luckily, I have worked with over 500 clients on online platforms like Upwork. I have a long list of satisfied clients where 97% of the clients rated me 5 out of 5 stars. On top of it, my diverse experience in validating ideas from small food truck to Mega hospitals have earned me the confidence to present the "Distill ideas model "to you. Professionally I have worked with retail, electronics, hospitality, innovation, and food businesses. I didn't opt for building just one business; instead, I decided to help others multiply my experience and leverage my learnings. Instead of just learning from theories, I have learned from real-world scenarios. I have worked with commercial entities in conflict zones, which taught me how to survive and thrive in the most challenging scenarios. I have read the philosophies of Eastern and Western philosophers, which helped me understand humans and business in great depth. I spend my time learning and reading to contribute to the lives of others.
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Business Coaching
    Business Strategy
    Business Modeling
    Management Skills
    Startup Consulting
    Executive Coaching
    Business Consulting
    Coaching
    Marketing Strategy
    Management Consulting
    Business Plan
    Business Analysis
  • $80 hourly
    I am an Australian Chartered Accountant with a B.Comm. and over 30 years accounting and tax law. I am a Xero Certified Advisor, Xero Gold Partner, BAS agent and ASIC agent. I offer a virtual Chief Financial Officer service and provide a complete bookkeeping, accounting, monthly reporting , BAS and taxation advice. I am a retired tax agent so I refer all my tax return work to my tax agent who does excellent, competitively priced work. My skills and expertise includes: • Balance sheet reconciliations and sorting out accounts for clients prior to completing and filing their quarterly BAS statements and income tax returns and frequently negotiate repayment arrangements with the Tax Office for tax debts, regularly achieving major reductions from previous repayment arrangements. • Converting manual records to Xero and doing Xero set up work. I aim to have my clients obtain a clear picture of how their business is travelling at any stage in the accounting year and to have a better understanding of their financial position. • Organising new company and Trust registrations and advising on the setting up of any businesses in Australia. I know how to navigate the maze of statutory, taxation, transfer pricing, intercompany charges and regulatory requirements to become operational. • Due diligence reports on potential acquisitions, preparing the financial statements for IPO prospectuses and have done forensic accounting and written reports to be submitted in Court evidence as an accountant expert for clients involved in Court action against their business partners. I have many excellent references, a recent example: Rating is 5 out of 5. Jul 6, 2021 - Aug 30, 2023 "Working with Peter has been an outstanding experience. Their in-depth knowledge combined with professionalism and promptness surpassed all my expectations. I felt confident in every decision made and was consistently impressed with the insights provided. If you're looking for top-tier expertise, I wholeheartedly recommend Peter." less $12,480.80 $75.00 /hr 168 hours Rating is 5 out of 5. Feb 27, 2022 - Mar 13, 2023 "The best accountant on Upwork. Peter is extremely knowledgeable, highly experienced over many years, has excellent attention to detail, and explains complex topics in an easy to understand manner. Highly recommended!" $2,712.50 $75.00 /hr 36 hours Another reference: "He made my project a top priority, single handedly renegotiated a large ATO debt to a small monthly payment where 3 other negotiators had previously failed."
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Format Conversion
    MYOB AccountRight
    Xero
    Audition Preparation
    Forecasting
    Tax Law
    Forensic Accounting
    Cash Flow Statement
    Bank Reconciliation
    Cash Flow Analysis
    Microsoft Excel
    Balance Sheet
    Intuit QuickBooks
  • $30 hourly
    🏆 Ernst & Young trained Finance Expert with 15+ Yrs' Experiene 📊 Financial Modeling & Valuation Expert ✅ Certified Financial Modeler & Chartered Accountant 🤝 Collaborated with 150+ Clients Globally 💰 Delivering Significant Cost Savings via Strategic Financial Guidance Greetings, I am an esteemed Financial Controller and Interim CFO with a stellar track record, providing expert counsel to clients worldwide, spanning the United States, United Kingdom, and Canada. My forte lies in shaping critical decisions through data-backed financial metrics and performance evaluation. Holding the esteemed title of Chartered Accountant (equivalent to CPA) and a Certified Financial Modeling and Valuation Analyst (FMVA), and bolstered by a prestigious Big 4 public accounting firm background, I bring a wealth of financial expertise to fulfill your unique requirements. 🔸 Specialized Services 🔸 My competencies span a wide spectrum of financial services, encompassing: 📈 CFO Services 📊 Financial Modeling & Projections 🔍 Financial Due Diligence 📉 Budgeting & Forecasting 📈 Financial & Ratio Analysis 💹 Business Valuation (DCF, NPV, IRR) 📊 Presentation & Pitch Deck Crafting 🌟 Industry Specializations 🌟 I have honed my skills in various sectors, including: 🚀 Startup Financial Modeling 🛒 E-Commerce & Subscription Models 📱 SaaS & Mobile App Finances 🏢 Real Estate & M&A Analysis 💊 Pharmaceutical & Clinical Research 🌐 Investor-Ready Business Plans 📊 Market Research & Competitor Analysis ✨ Additional Proficiencies ✨ Complementing my expertise are: Accounting & Bookkeeping Financial Analysis & Reporting Dashboard Design Advanced Excel & PowerPoint Proficiency Accounting & Bookkeeping Financial Analysis & Reporting Dashboard Design Advanced Excel & PowerPoint Proficiency Financial analysis Financial statement analysis Ratio analysis Trend analysis Performance metrics Key performance indicators (KPIs) Profit and loss analysis (P&L) Balance sheet analysis Cash flow analysis Variance analysis CFO services Chief Financial Officer services Financial strategy Budgeting and forecasting Financial planning Financial management Business advisory Strategic financial leadership Financial decision-making Financial risk management 🌟 Tools I Use: * PowerBI * Tableau * Microsoft Excel * Google Sheets * Power Query * Quickbooks Online * Quickbooks Enterprise * Xero * Oracle NetSuite * ChatGPT 3.5 * Google BARD Anticipate the highest caliber of work quality, unwavering adherence to deadlines, and a dedication to not only meeting but exceeding your expectations. Trust in my expertise, and you may well find yourself awarding a coveted 5-star rating. Warm Regards, OanAli
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    Real Estate Financial Modeling
    Pitch Deck
    Management Consulting
    Startup Consulting
    Corporate Finance
    Xero
    Financial Management
    Financial Consulting
    Financial Projection
    Financial Modeling
    Financial Analysis
    Business Plan
    Company Valuation
    Microsoft Power BI
    Intuit QuickBooks
  • $42 hourly
    Sixteen years’ experience in Corporate Banking Compliance, AML, KYC, Dodd Frank, OFAC, PEPs, SDN list (Sanctions) & FATCA regulations, complying to SEC, FINRA, FCA and other international jurisdictions financial regulators such as DIFC, Central Bank of Egypt and more. I've cleared clients in USA, Europe, Hong Kong, Singapore and MENA region. Done screening, investigating, drafting policies, compliance training as well as digging up court filings, cases for litigations, some transcribing as well as done credit rating researches on entities in Middle East (obtaining financial & legal info). I've created compliance procedures, drafting assessment questions for FINRA's regulations & guidelines for departments in law firm like Shearman & Sterling, trained employees on screening for red flag clients or suspicious activities and transactions. I've worked in very fast paced environment clearing (KYC, Onboarding & screening) clients such as at JP Morgan on it's trading floor for FX accounts.
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    General Transcription
    Corporate Finance
    Cryptocurrency
    Bank Reconciliation
    Administrate
    Translation
    Research Papers
    Compliance
    Anti-Money Laundering
    Data Entry
    Legal Research
  • $40 hourly
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
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    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $50 hourly
    Seasoned professional with multi-industry background in banking, finance, edutech, SAAS, startups and consulting Excellent English - Indonesian translation capabilities, experienced in interacting with foreign nationals. Excellent proofreading, writing, transcribing capabilities, and pitch deck including financial projection write up. Experienced Project Management Expert, currently working on completing additional certifications. Discounted rates on long term engagements!
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    Research & Strategy
    Company Research
    Market Research
    Writing
    Proofreading
    Audio Transcription
    Video Transcription
    Translation
    Digital Transformation
    Account Management
    Sales Consulting
    IT Consultation
    Sales
    SaaS
  • $115 hourly
    Over 35 years experience of auditing and consulting. Had my own 14 person international CPA firm with the last 20 years in Los Angeles. Public company experience in financial statement preparation, auditing, audit prep, mergers and acquisitions of small market and large market transactions. Former PCAOB registered auditor. Due diligence projects, strategic planning, consulting projects for foreign investor visa projects. Familiar with cap tables and SEC regulations. Authored white paper submissions for a national CPA firm on new accounting standards and pronouncements. Technical advisor to various accounting firms. Tax planning and compliance. Highly successful IRS representation at the audit, appeals and collection level. Instructor in auditing, accounting and tax at the junior college and 4 year university level. Able to translate complex terminology and concepts into everyday language Choice of entity, Long range strategic planning. Over 25 years of Start up company consulting and accounting. Quickbooks experience
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    Human Resources Compliance
    Bookkeeping
    Accounting Advisory
    Accounting Principles & Practices
    Internal Auditing
    Mergers & Acquisitions
    SEC Reporting
    US Taxation
    Financial Reporting
    Corporate Tax
    Business Analysis
    Management Consulting
    IRS Income Tax Audits
    Financial Report
    Internal Control
    Financial Audit
  • $100 hourly
    🏆Chinese Lawyer Member of The Chartered Institute of Arbitrators (CIArb) Member of Hong Kong International Arbitration Center (HKIAC) Member of The London Court of International Arbitration (LCIA) Focus on providing you with high-quality and long-term legal services. Keen on the field of dispute resolution(litigation/arbitration/mediation) and risk control. Abundant experience in representing foreign companies in cases against suppliers or infringers. Eligible to draft and review a wide range of bilingual and customized contracts or agreements, which include but not limited to NNN Agreement, OEM/ODM Agreement, Joint Venture Agreement, Franchise Agreement, Royalty Agreement, Labor Agreement, etc. 🏆Member of All-China Patent Attorneys Association & Agency of Trademark Office of CNIPA Expertise in the registration of patent, trademark, and copyright in China, USA, EU, Japan, etc. Specialise in the protection of intellectual property via mediation, litigation, and prosecution. 🏆Member of the Institute of Certified Public Accountant You will get strong support on due diligence, mergers & acquisitions, foreign direct investment, etc. Draft transaction documents such as term sheet, including exclusive negotiation agreement, confidentiality agreement, and structural rules of the transaction. Should you have any questions, please feel free to contact me. I am truly willing to contribute my expertise to your endeavors. I would be delighted to discuss our services further and explore how we can assist you.
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    Legal Agreement
    Non-Disclosure Agreement
    Alibaba Sourcing
    Chinese
    Trade Law
    Intellectual Property Law
    Trademark
    Patent
    Mergers & Acquisitions
    Legal Consulting
    Contract Law
    Contract Drafting
    Litigation
    Arbitration
  • $95 hourly
    I am approachable, diplomatic, and focused leader. I will bring your project to the successful conclusion, while maintaining collegial, supportive, and constructive atmosphere in the team. I am versed both in business and non-profit projects. 20 years of experience in developing and enhancing business processes, managing operational risk and compliance programs for banking organizations, in writing policies and Standard Operating Procedures (SOPs) as well as in training programs development. COO role for an international credit portfolio management team (budgeting, HR management, workflows streamlining and automation). Master's of Science in Finance. Graduate Certificate in Data Analytics. SOP writing expertise. Wrote over 100 policies and Standard Operating Procedures for customer due diligence, reporting, business continuity, financial operations, third party evaluation and credit functions. Business processes design, evaluation and enhancement expertise. Operationalized over 20 business processes (customer due diligence, credit portfolio management, Key Performance Indicators reporting, credit analytics, non-profit board operations). Risk and Control Self Assessments (RCSA) management expertise. Evaluated risks and controls for all banking businesses and functions (Legal, Risk Management, Operations). Competence in BSA/AML Compliance and in building and managing BSA/AML Know Your Customer program and Quality Control function. - Built Know Your Customer Program for complex international business serving 2,500 customers in 80 jurisdictions achieving successful audit ratings. Key Risk and Performance Indicators development, measurement and reporting expertise. Managed development, finetuning and reporting of 150 KPIs for financial business. Expertise in automating business processes through dialogue with the business and Technology, creating and maintaining comprehensive business requirements, deployment, implementation, and training. 2 compliance function automated solutions for 2500 users worldwide. 10 credit portfolio management dashboards for 1000 users worldwide. Expertise in non-profit strategic planning work, board development, and leadership. Over 5 years of experience in chairing arts non-profit organizations boards. Treasurer for 2 non-profit organizations.
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    Training
    Automation
    Compliance Training
    Program Management
    Risk Assessment
    Risk Management
    Leadership Skills
    Compliance
    Management Skills
    Compliance Consultation
    Continuous Improvement
  • $200 hourly
    Financial Modeling, Valuations & Pitch Deck ✔ 10+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks & Financial Modeling ✔ Over 200+ Financial Models built from scratch, 300 + business plans and 350 + Pitch decks in my career ✔ Completed deal structures with multinational corporations and small family-owned businesses. ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ 5+ years of executive operational experience as Managing Director of an Insurance Underwriter ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ Graduate Studies completed in both South Africa and the USA with a focus in Financial Modeling ✔ Bachelor’s (honours) degree with a focus on Finance Analysis ✔ Strong understanding and interpretation of financial statements ✔ Native English speaker My clients have a LOT to say about me (65 Jobs all 5-star reviews): • "Devin has done a couple of projects for me now and is about to start on his 3rd. I have no desire to seek out anyone else because Devin is just that good. Highly recommended." • Devin took my frantic and urgent need and smashed it all in one evening first time. He's extremely knowledgeable about what he does and is extremely impressive. I will certainly be hiring him again and I look forward to it! • "Excellent freelancer, very professional, gives lots of good advice and always ready to help. Definitely recommended." Where I offer the most value: Private Equity PE, Venture Capital VC, Healthcare, Medtech, SaaS, Tech, Fintech Forecasting, Modeling, Valuation, Investor Search, Pitch Deck, Pitchbook, Teaser, Executive Summary, PPM, CIM, Capital Raising
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    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Investment Banking
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $100 hourly
    I am currently the Co-Founder and Managing Partner of Maia Growth Capital a private investment and consulting firm. I have worked as CFO of a small home health care agency (which Maia was invested in), as an investment banking analyst, and a business valuation analyst. I am also currently consulting for several home health care agencies, financial services firms, and start-ups. I am looking to find additional freelance financial consulting to help build my firm. I graduated from the University of Denver in 2016 with a BSBA in Finance and a minor in Computer Science.
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    Web Development
    Microsoft PowerPoint
    Mergers & Acquisitions
    Management Consulting
    Investment Banking
    Financial Statement
    Financial Modeling
    Microsoft Word
    Microsoft Excel
  • $60 hourly
    I am a Certified Compliance and Ethics Professional - International (provided by SCCE). I have an Advanced Diploma in Accounting and Business (provided by ACCA). I am ACCA certified. I have 13 years of experience in Compliance, Internal Audit, and Risk Management in Fortune 500 companies in diverse industries (Information Technology, Financial Services, Pharmaceuticals, FMCG, Telecom, and others). I am an experienced professional with a proven track record of delivering profitability, sustainable business growth, operational optimization, and driving innovation. My areas of focus: 1. FCPA, UKBA Compliance. 2. AML/CTF. 3. KYC (Due Diligence). 4. Information Security (ISO 27001, SOC2, NIST). 5. Data Privacy (GDPR, HIPAA, CCPA, PECR, etc). 6. PCI:DSS Compliance. 7. Risk Management (ERM). 8. Internal Audit. 9. Contracts and Policies writing. 10. MSA and ADA compliance. Feel free to contact me whenever it will be convenient for you. Looking forward to hearing from you and hope for our productive cooperation. Regards,
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    ISO 27001
    Information Security Audit
    ISO 9001
    PCI
    Policy Writing
    GDPR
    Anti-Money Laundering
    IT Compliance Audit
    Internal Control
  • $125 hourly
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
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    Sales & Marketing
    Executive Coaching
    Microsoft Excel
    Marketing Strategy
    Market Research
    Market Analysis
    Startup Consulting
    Business Writing
    Business Strategy
    Financial Presentation
    Valuation
    Budget Management
    Financial Plan
    Mergers & Acquisitions
    Financial Writing
    Financial Modeling
    Financial Analysis
  • $200 hourly
    I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.
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    Financial Reporting
    Financial Presentation
    Chartered Financial Analyst
    Financial Management
    Corporate Finance
    Financial Modeling
    Mergers & Acquisitions
    Financial Analysis
  • $75 hourly
    Seasoned real estate professional with over 10 years of experience in development and investing. Commercial Real Estate Pro Financial modeling, Marketing memorandums for CRE Experienced, Analytical Analyst/Real Estate Financial Modeler During my career, I have worked on various aspects of real estate, including underwriting, due diligence, contract negotiation, property identification, financing, and management. I have a diverse background in both commercial and residential real estate and have successfully completed over $200 million in development and acquisition projects across the United States. My expertise in the industry enables me to deliver exceptional results, and I am passionate about creating value for clients through innovative real estate solutions. My most recent projects have been the successful acquisition of $20million of Commercial Real Estate Assets in Texas, Nevada and Illinois. My responsibilities were to spearhead the search, financial analysis and due diligence for each property. I was a integral person leading the team for the investor in hiring all 3rd parties involved with the Real Estate Transaction.
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    Investment Strategy
    Construction
    Financial Modeling
    Underwriting
    Real Estate Investment Assistance
    Financial Analysis
    Contract Negotiation
    Real Estate
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