27 Best Due Diligence Specialists For Hire In Florida

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$100 hourly
- 4.9/5
- (79 jobs)
I am a Chartered Financial Analyst (CFA) with over 20 years of finance experience spanning from Wall Street to the Middle East, I specialize in advising firms looking to raise capital from private equity and venture capital funds, family offices, and high-net-worth individuals (HNWIs). Additionally, as a licensed real estate agent in Miami, I specialize in residential and commercial transactions, often creating detailed financial models for these deals. I offer a range of tailored financial modeling solutions designed to meet the unique needs of each project. My models provide comprehensive and detailed analysis of financial status and performance, utilizing sophisticated methods commonly employed by Wall Street professionals to ensure accuracy and reliability. Customizable Features: 1) Comprehensive Analysis: In-depth examination of financial status and performance, tailored to your specific industry and business model. 2) Flexible Methodologies: Employing a variety of techniques used by Wall Street professionals, adapted to your project's requirements. 3) Scenario Simulation: Customized scenarios to simulate different business environments relevant to your industry and goals. Benefits: 1) Accurate Assessments: Ensures reliability in financial evaluations specific to your business context. 2) Strategic Insights: Provides valuable insights into financial health and performance, focused on your key metrics. 3) Risk Management: Identifies potential risks and opportunities under scenarios relevant to your business. 4) Informed Decision-Making: Empowers your business to make data-driven decisions based on tailored analysis. My flexible approach allows for the creation of financial models that are essential tools for businesses aiming to gain a deeper understanding of their unique financial position and prepare for various future scenarios specific to their industry and goals. Let's work together to create a customized financial model that empowers your business to thrive. Reach out now to schedule a consultation and take the first step towards financial excellence.

Due Diligence
Valuation
Equity Valuation
Investment Research
Company Valuation
Discounted Cash Flow
Financial Analysis & Valuation
Investment Banking
Financial Projection
Business Plan
Financial Modeling
Microsoft Excel
Pitch Deck
Blockchain
Presentations
$150 hourly
- 5.0/5
- (55 jobs)
As a seasoned researcher with a PhD and 20 years of research expertise at the intersection of business and technology, I specialize in companies, startups, new markets, and cutting-edge technologies. My process combines desk research with deep dives, which are supported by my ability to spot patterns, trends, and outliers. Here’s what sets me apart: • Deep understanding of business and technology dynamics, ensuring a balanced and nuanced analysis. • A creative mindset that brings fresh, evidence-based perspectives to the table. • Proficiency in qualitative/quantitative methods, software & analysis tools, cloud and coding skills. • Extensive field experience, with hundreds of visits to companies, R&D teams, universities, and government labs, providing a practical perspective that enriches my research. • Unwavering commitment to ethical standards and confidentiality. Common use cases =============== My expertise encompasses a wide range of use cases and industries: • New market/vertical/industry research, including TAM/SAM/SOM calculations, presentations and reports to inform decision making. • Competitive and landscape analysis, including company search. • Innovation research, trends, forecasting. • Academic research. Industries/technologies (examples) =========================== I’ve applied my expertise across diverse sectors like: • Machine learning and generative AI (LLMs, multimodal models, other). • Web3 and cryptocurrencies. • Synthetic biology, drug discovery and pharma. • Aerospace and defense. • Nanotechnology, sensors, and the Internet of Things (IoT). Let's work together =============== I'd be glad to discuss how my research expertise can provide clear, practical insights for your decision-making; contact me for a no-obligation consultation. I'm willing to discuss hourly fees for long-term engagements.

Due Diligence
Startup Company
Fortune 500 Company
Competitive Analysis
Market Research
Innovation Scouting
Venture Capital Consulting
Data Analysis
Market Analysis
Company Research
Business Intelligence
Emerging Tech Consultation
$75 hourly
- 5.0/5
- (3 jobs)
I am an experienced, proven, successful serial entrepreneur with an MBA in Finance. I have over 35 years of executive, operational and financial experience with technology companies in the United States, Europe, and the Far East. I have focused on startups for the last 20 years and started 5 five companies in my career. All of these were funded and brought their products to market. During that journey, I have taken the lead in mergers and acquisitions, due diligence analysis, post-acquisition integration, writing business plans and presentations, capital raises, equity and debt structures for public and private companies, and preparation of financial statements. I am looking to help other startups and emerging companies with my experience both strategically and tactically. I have direct experience with experience in the following industries • Manufacturing • Medical Devices • Chemical Reagents • Proteomics • Nutraceuticals • Electronic Hardware • Software • 3D Imaging and Biometrics • SBIR Research • Digital Payments and IoT • Cryptocurrencies • Online Retail • Film Production • Custom Cabinetry and Tile MBA with a specialty in Finance - Alliance Manchester Business School (UK) Fellow of the Chartered Association of Certified Accountants (UK)

Due Diligence
Business Writing
Blockchain
Post-Merger Integration
Startup Consulting
Mergers & Acquisitions
Fundraising
Finance & Accounting
Business Plan
Financial Report
$100 hourly
- 5.0/5
- (2 jobs)
Overview As an experienced strategist and analyst with a strong foundation in both business development and technology, I bring a unique combination of skills that enable me to tackle complex projects with precision and insight. My background includes creating detailed analytical models for M&A, negotiations, and strategic partnerships, as well as developing AI-driven solutions and conducting in-depth market research. Experience Strategic Analyst & Business Development Expert M&A and Strategic Partnerships: Created detailed analytical models to lead efforts in M&A, negotiations, and strategic partnerships, working closely with teams in Israel, the U.S., and Canada. Executive Reporting: Structured complicated deals and constructed high-level executive reports for the Board of Directors. Web-Based Subscription Business: As a Product Manager at Seeking Alpha, gained insights into the world of web-based subscription businesses. Startup Culture: Broadened understanding of startup culture and client-facing businesses as a business development, sales, and marketing executive at HelloRented. Venture Capital: Conducted market research and business development for CG Ventures, contributing to the success of the VC fund. AI and IoT Innovation: Developed AI-driven solutions and held a utility patent for an IoT portable chemical analysis device. Education MBA: Arison School of Business Bachelors in Psychology: RRIS School of Psychology, minor in Communications Skills Analytical Modeling Strategic Thinking Project Management Market Research AI and IoT Development Business Development About Me I thrive on tough projects that introduce novel challenges. My analytical strengths are most apparent in highly demanding situations where I can apply my calm, focused, and logical approach to achieve strategic goals. I excel at compartmentalizing deep and sophisticated problems, both independently and within a group context. Notable Projects AI Captain: Founded AI Captain, where I developed and implemented AI-driven solutions for various clients. The company runs targeted AI courses and workshops, growing rapidly and reaching thousands of students worldwide. Research and Data Analysis: Led diverse engineering teams and provided high-quality research and reports for top entrepreneurs, aiding strategic financial decisions.

Due Diligence
Topic Research
Startup Consulting
Project Management
Pricing Strategy Consulting
Report
Executive Summary
Cybersecurity Management
Information Technology Strategy
Management Consulting
Lead Generation
Online Research
Market Analysis
$80 hourly
- 4.9/5
- (54 jobs)
Hello, my name is Luciano Perdomo, and I am an experienced entrepreneurial financial analyst. I have a passion for helping businesses grow, learning from other entrepreneurs, and teaching people about the importance of finance through my work. I am a results-driven professional specializing in financial modeling and business operations. I have helped various businesses reduce costs, increase valuation, and improve business processes. Over my career, I have built several Excel-based models and analyses including but not limited to: Three-statement forward-looking models Discounted Cash Flow (DCF) models Leveraged Buyout (LBO) models Cash flow models Pricing architecture models Sensitivity analysis Company restructuring analysis Cash burn analysis Break-even analysis Product and customer-level sales analysis Competitor / Comparable analysis and research for company valuations It would be an honor for me to be considered for your project. Please feel free to message me with any questions, concerns, or inquiries about my background and experience. Kindest regards, Luciano

Due Diligence
Market Research
Business Development
Market Analysis
Business Writing
Strategy
Market Planning
Business Presentation
Industry Research
Business Consulting
Financial Analysis
Financial Modeling
$50 hourly
- 5.0/5
- (3 jobs)
🌟 Elevate Your Career with Expert Resume Building and LinkedIn Makeovers! 🌟 Are you ready to make a powerful impression in your professional journey? Look no further! With over 7 years of experience, I specialize in crafting compelling resumes that speak volumes about your expertise and unique qualities. 🚀 Services Offered: ✨ Custom Resume Templates: Tailored to your industry and career goals, my classic templates are designed to catch the eye of recruiters and hiring managers. Let your experience shine through without sacrificing professionalism. 💼 Customer Success Stories: Over the years, I've helped numerous professionals, including Customer Success Managers, FP&A, Sr. Account Managers secure their dream roles by creating resumes that highlight their skills and accomplishments. 🔍 ATS Optimization: Beat the Applicant Tracking System (ATS) with resumes strategically designed to get you noticed. Increase your chances of landing interviews and advancing in your career. 🌐 LinkedIn Makeovers/Revamp: Harness the power of LinkedIn with a profile makeover that ensures you stand out to recruiters. Optimize your digital presence and enhance your professional brand. 🌟 Why Choose Me: ✓ Proven Success: Countless success stories from clients who have landed their desired positions. ✓ Personalized Collaboration: Work directly with me to address your concerns and ensure your unique needs are met. Ready to take the next step in your career? Let's create a resume and LinkedIn profile that open doors to exciting opportunities. Contact me today, and let's make your professional story unforgettable! 📈✨

Due Diligence
Resume Writing
LinkedIn Profile
Resume
Microsoft PowerPoint
PowerPoint Presentation
Financial Modeling
Data Management
Risk Management
Analytics & Tracking Setup
Process Improvement
Customer Service
Microsoft Excel
CRM Software
$75 hourly
- 5.0/5
- (1 job)
Experienced SaaS B2B Seller Salesforce, LinkedIn, SalesNavigator, GSuite, Microsoft, Clari, Workday, TripActions, Egencia, Zendesk, ZoomInfo, Salesloft, Outreach, Quip, Celonis 8+ year Restaurant and Catering Veteran Fluent in English, Spanish, and Italian Lead and Demand Generation Account and Customer Management Territory Planning Soccer Coaching Organization Forecasting Presenting, Communication, and Public Speaking Customer Service Team Management

Due Diligence
HootSuite
Cooking
Business Management
Server
Customer Service
Business
Microsoft Excel
International Business
Microsoft Word
Management Skills
SaaS
Event Management
Cold Calling
$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.

Due Diligence
Decision Making
Business Valuation
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
$225 hourly
- 5.0/5
- (39 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.

Due Diligence
Financial Management
Business Strategy
Venture Capital
Business Valuation
Business Consulting
Financial Modeling
Risk Management
Entrepreneurship
Contract Negotiation
Startup Consulting
Pitch Deck
Financial Consulting
Strategic Planning
Financial Analysis
$85 hourly
- 5.0/5
- (40 jobs)
I'm a financial data scientist, fractional CFO, and management consultant with years of experience working with government agencies, banks, private equity firms, VCs, VC-backed startups, searchfunds, RE syndicators, and developers. Examples of services I offer include: - Financial modeling - Business valuations - Financial M&A due diligence - Strategic tax planning (especially for M&A transactions and capital gains) - Building custom AI tools for business applications (e.g. automated job price quoting, risk underwriting, or lead generation) - Market research - Business model and go-to-market strategy development for startups - CIM preparation (for investment banks & business brokers) - Deal structure consulting - Risk modeling I would rather overcommunicate with my clients than undercommunicate with them.

Due Diligence
Market Analysis
Business Consulting
PowerPoint Presentation
Writing
Real Estate Financial Modeling
Finance
Strategic Planning
ChatGPT
SEO Content
Excel Macros
Content Writing
Content Creation
Microsoft Excel
Financial Modeling
$150 hourly
- 4.9/5
- (36 jobs)
Small Business Challenges? Startup Pains? HR Issues? Why you need me... I’m a seasoned consultant specializing in small business strategy, HR management, and startup growth. With 35 years of experience, I help businesses like yours streamline operations, optimize human resources, and scale sustainably. My approach combines strategic planning with practical, hands-on solutions tailored to meet the unique needs of each client. I started my own company with $20,000 and grew it to a $10 million business in 10 years. I can do the same for you. Whether you're refining your HR processes, tackling operational challenges, or scaling your startup, I offer the expertise and insight to guide you towards success. Let’s collaborate to transform your business challenges into opportunities for growth. If you are already a growing company and in a transition, I can be your Interim or Fractional CEO for almost any situation and take the pressure off on a short or long-term basis. Ready to elevate your business? Let’s connect and discuss how I can help drive your success. Rates are open for discussion based on your specific need.

Due Diligence
HIPAA
Regulatory Compliance
Human Resource Management
Company Valuation
Financial Modeling
Financial Policies & Procedures
Startup Consulting
Growth Strategy
Strategic Planning
Business Plan
Management Consulting
Mergers & Acquisitions
Financial Analysis
$495 hourly
- 5.0/5
- (1,219 jobs)
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.

Due Diligence
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
$50 hourly
- 0.0/5
- (3 jobs)
I help private property owners and real estate entrepreneurs grow their businesses, improve their operations, solve problems and prevent new ones. I am a property management and facilities operations leader with expertise in all real estate asset types and classes. I’m also a passionate follower of the Entrepreneurial Operating System (EOS) and have acted as facilitator for real estate and construction organizations. Take advantage of my 18 years of experience working myself from the site level to the C-suite for entrepreneurs and institutional property owners like you. My experience affords me a unique perspective that could provide the insight or innovation you’re looking for. I’ve worn every hat at the site level, in portfolio level accounting and operations, and as a C-Suite level decision-maker. This means I understand and can accurately predict the effects of the decisions you face every day, helping you make better decisions faster. Time is money, let me help you get some of that time back. I’m available for a variety of contract, one-off and flat-rate services to support my clients in making these decisions and tackling challenges head-on. Expertise in; office, retail and industrial commercial real estate, medical office, mixed-use, conventional multifamily, single family rentals, mobile home parks, self-storage and common interest community associations. I can help you establish, or clarify your standards in writing by creating SOP’s, improve efficiency and reduce your liability with the tools to get, and keep your team all rowing in the same direction. Flat-rate document templates, document creation and reviews available including; RFP’s, LOI’s, operating manuals, repair & maintenance standards, employee and client handbooks, move in/out checklists, marketing plans and materials, budget procedures and analysis, property level accounting, recruitment, team and operations management, performance analysis, vendor policies, safety practices and more. Do you have a one-off question, need quick advice, have a special project, or emergency situation you need just a little guidance to solve? I can help you in a pinch where hiring someone in-house, or having a contracted consultant just isn’t quantifiable for your business. Reach out to me and let’s talk about how we can leverage my experience to help your business! Check out my resume here on Upwork and my associated LinkedIn profile for more information on my professional background and published recommendations.

Due Diligence
Staffing Needs
Management Skills
Space Planning
Requirement Analysis
Property & Equipment Lease
Customer Experience
EOS
Cross Functional Team Leadership
Budget Management
Building Renovation
Real Estate Lead Generation
Real Estate Marketing
Asset Management
Property Management Software
Triple Net Lease Agreement
Commercial Lease
Property Management
Business Management
Facilities Management
$150 hourly
- 0.0/5
- (4 jobs)
Real estate transactions attorney with extensive experience representing clients in asset and real property acquisitions and dispositions, leasing, construction contracts and financing of deals. - Acquisitions: Review and negotiate LOI's and PSA's; conduct title and survey review of land; negotiate ancillary closing documents and any post-closing agreements as needed. - Dispositions: Review and negotiate Buyer's legal request from 'Seller/My form" PSA and ancillary closing documents. - Leasing: Represent LL's and T's in lease negotiations for retail and office use. Have standard FL, DC and MD LL form Lease agreements. If T needs build-out, will assist in protection of construction needs. - Construction: Review and negotiate base AIA forms for Developers, LL's and T's, in addition to architect agreements in connection thereto. Also have LL/Developer friendly construction forms that are non-AIA. - Finance: Negotiate on behalf of Borrowers Mortgages, Notes, Guaranties and Indemnity agreements in the private sector. Further negotiate Fannie Mae and Freddie Mac multi-family loan agreements. - Title Agent: Issue title insurance policies for purchase, sales, financing and re-financing of real property with underwriter The Fund (aka Old Republic National Title Insurance Company) in the State of Florida. - Escrow Agent: Act as escrow agent, nationwide and internationally, for commercial, residential, organizational and asset transactions and deposit the funds in a FDIC Trust Account that protects up to the first $250k in depository funds.

Due Diligence
Lease
Acquisitions
Construction
Contract Drafting
Contract Negotiation
Legal
Real Estate
$80 hourly
- 5.0/5
- (1 job)
I have nearly a decade and a half of Mortgage Underwriting experience. Excellent work ethic and attention to detail. Skilled in Microsoft suite of products. Finance, Data Entry. Id love to learn and grow into new opportunities. I'm a quick learner with a passion for quality work.

Due Diligence
Financial Audit
Title
Credit Report
Real Estate Appraisal
Quality Control
$100 hourly
- 0.0/5
- (1 job)
I have worked in Real Estate for nine years, specializing in Affordable Housing Finance. Currently, I work as a Development Financing Consultant, with a focus on deals in the DMV area. Prior to that, I worked for a major tax credit equity syndicator as an Acquisitions Manager. In that role, I was responsible for leading the diligence process for LIHTC developments in the northeast. On Upwork, I would like to focus on financial analysis, due diligence, and financial modeling for real estate developments.

Due Diligence
Real Estate Financial Modeling
Microsoft Excel
Financial Modeling
Financial Analysis
$60 hourly
- 5.0/5
- (1 job)
My extensive experience as a technology, strategy, and operations consultant has allowed me to interact with over 60 global Fortune 500 brands and hundreds of startups, representing a combined program value of over $500M. My achievements include $200M+ in startup valuations and $800M in management and integrations across 12 countries in North & South America, EU, and Asia. In addition, as a seasoned executive tech program manager and business leader, I have a strong track record of driving strategy and innovation at start-up companies as well as some of the largest brands globally across various sectors. I have a reputation for resolving complex project issues and fast-tracking results by creating innovative digital strategy and operations solutions, building the right culture with the right talent, and exceeding goals for revenue and profit performance. Moreover, my expertise in strategic planning, product development, and project management will enable me to work effectively with cross-functional teams and stakeholders to design and implement comprehensive cybersecurity strategies that align with the business goals of the organization. Disciplined with a high attention to detail, I am also well-versed in risk assessment and management, which will allow me to identify potential threats and vulnerabilities and develop effective mitigation strategies. --------------- Profile Abstract --------------- 20 years of experience in senior business, creative, operations, and entrepreneurial roles. Seasoned executive corporate program manager and business leader with a strong track record of driving digital strategy and innovation at start-up companies as well as some of the largest brands globally across various sectors. Reputation for resolving complex project issues and fast-tracking results by creating innovative digital strategy and operations solutions, building the right culture with the right talent, and exceeding goals for revenue and profit performance. Proven track record of implementing technology-driven business solutions, workflow improvements, and infrastructure generating increased revenue, efficiency, cost containment, compliance, quality, and profitability. Skilled in building organizational infrastructure, processes, and technology strategies to improve and optimize top and bottom-line results for clients. Extensive experience delivering immediate and high-impact results while overcoming diverse business, customer, product, channel, infrastructure, and reporting obstacles. Known for strategic, tactical, and leadership acumen, as well as hands-on implementation approach to working with cross-disciplinary teams and departments. • Strategic Planning • Business Development • Multiple Project Management • Teamwork and Collaboration • Product Development • Product Management • Program Manager • Digital Consulting • Research & Analysis • Due Diligence • Contract Development • Process Development • Project Management • Operations management • Operational Excellence • Go-To-Market • Analytical and Critical Thinking • Financial Projections • Startup Experience • Deal Sourcing • Term Sheets • PPM Development • Pitch Presentation Review & Development • Investor Communications • Reporting Development • Cross-disciplinary Team Management

Due Diligence
Digital Project Management
Operations Management Software
Venture Capital Consulting
Digital Strategy
Technical Project Management
Private Equity
Requirements Specification
Analytics
Business
Project Management Office
Contract Drafting
Business Operations
Strategy
Strategic Plan
$40 hourly
- 0.0/5
- (0 jobs)
PROFESSIONAL SUMMARY Business professional with extensive experience in leadership and compliance for the banking industry. Succeeds in high-expectation environments to deliver superior results for both internal and external customers. Leverages a deep understanding of operational flows to bring business to a new phase of excellence. Skilled in motivating teams to maximize productivity and drive priorities to completion.

Due Diligence
Customer Service
Management Skills
Microsoft Word
Scheduling
Data Analysis
Financial Audit
Adobe Inc.
Microsoft Teams
Presentations
Risk Analysis
Sales
Microsoft Excel
$70 hourly
- 0.0/5
- (1 job)
Over the course of my life, I have learned one thing. Adapt to survive. I'm currently working as a Real Estate agent in Florida. I grew up in a low income home, in turn, that forced me to start carpentry work when I was 12. I learned how to become efficient working on my own and could build a house (not including electrical and plumbing) by the age 18. I decided, at that time a state correctional officer job was the fit for me. There I worked for 6 years. I learned A LOT of my communication and writing skills in the fast pace world I plunged myself in to. When my time there was done, I found my self working in a warehouse getting paid by hour. This is the place I learned my leadership skills from. I walked into a political, unenthusiastic warehouse that nobody knew what it meant to be a team. I got most of the guys on my shift on board with each other to help the efficiency of the day to day operations. All of these skills combined, allowed me to break in to a entrepreneur role as a real estate agent/business owner. This new role in society has allowed me to develop new skills in software, power point, ad manager and creator, digital marketer, and a drive to outshine everyone else, but it has also allowed me to refine all the other this life has taught I have also been able to help lead my local church and teach there and also run a prayer group for the church as well. The skills I have acquired over time

Due Diligence
Communication Skills
Proofreading
Logo Design
Report Writing
Editing & Proofreading
Creative Writing
Real Estate
$125 hourly
- 0.0/5
- (1 job)
Austen Kugler is an experienced project and program manager with his Bachelor of Science degree in Civil Engineering and a Master of Science in Finance, where he graduated Salutatorian. Austen has also obtained a PMP accreditation from the Project Management Institute. He has ten years of experience in program and project management, cost management and estimation, engineering, due diligence and preliminary design, real estate development, and construction management / monitoring services. During his career, Austen has acted both from a general contractor and from a client perspective. Austen brings a cross-functional career experience to The Kugler Group, and welcomes the idea of collaborating and working with the best minds, the highest profile clients, and the most challenging but rewarding projects in the consulting industry. Austen's background is both unique and diverse, and shows he is comfortable in an ever-changing and variable environment; from operating excavators and pile driving equipment as a Field Engineer for a Heavy Civil Construction company, to creating and rolling out a 5-year capital investment strategy for a notable startup giant. Austen's skills and leadership would be an asset to any project and mimic his quality dedication to project management and entrepreneurial approach to consulting.

Due Diligence
Construction Monitoring
Architecture Consultation
Financial Reporting
Engineering, Procurement & Construction
Program Management
Project Schedule & Milestones
Cost Control
Cost Management
Construction Management
Cost Accounting
Business Management
Real Estate
Project Management
Management Consulting
$75 hourly
- 0.0/5
- (0 jobs)
Corporate finance professional with global experience entering new markets, executing mergers and acquisitions (M&A), and financing growth companies, start-ups and projects. Adept at transitioning between transaction and operational modes. Established record building relationships with investors, debt sources, senior management and board of directors. Skills Due Diligence Drafting Client Relationship Management Transaction Origination Growth Company (Start-up) Management Leveraged, Project Finance Negotiation (SPAs; Shareholder Agreements; Term Sheets; PPAs) Fairness Opinions Financial Modeling Proforma Analysis Valuation Budgeting, Forecasting Emerging Markets Impact Diligence Broad Industry Coverage

Due Diligence
Venture Capital
Private Equity
Energy & Utilities
Project Finance
Budget Management
Financial Planning
Mergers & Acquisitions
Go-to-Market Strategy
Financial Modeling
Contract Negotiation
Valuation
$100 hourly
- 0.0/5
- (0 jobs)
I'm a experienced strategy consultant with experience helping clients build growth strategies, conduct digital transformation efforts, and manage M&A due diligence efforts. Whether you're trying to develop a new capability, re-organize your team to work more effectively, or manage a complex project, I can help. - Has led teams in high-performance organizations like McKinsey, DoD, and naval aviation - Knows how to architect and execute complex projects from start to finish - Can serve as a trusted thought partner to executives and managers

Due Diligence
Mergers & Acquisitions
Financial Modeling
Analytical Presentation
Supply Chain & Logistics
Digital Strategy
Aviation
Defense & Military
Aerospace
Organizational Design & Effectiveness
Growth Strategy
Business Operations
Digital Transformation
Management Consulting
$50 hourly
- 0.0/5
- (0 jobs)
With over 13 years of experience in Anti-Money Laundering (AML) and compliance, I offer specialized services to financial institutions and businesses looking to strengthen their compliance frameworks, mitigate risks, and ensure adherence to regulatory requirements. My expertise spans across various sectors, including finance and healthcare, where I have successfully led investigations, performed risk assessments, and implemented effective compliance strategies. Key Services I Offer: -Suspicious Activity Reporting (SAR) Writing: I craft detailed and compliant SAR narratives, ensuring that your business meets regulatory requirements while addressing potential risks effectively. -AML Compliance Audits: I conduct thorough audits of your current AML practices, identifying gaps and offering actionable recommendations to enhance your compliance program. -Enhanced Due Diligence (EDD) & KYC/CDD Management: I perform in-depth reviews of high-risk accounts and manage KYC/CDD processes, ensuring that your client onboarding and monitoring practices are robust and compliant. -Transaction Monitoring & Risk Analysis: I implement and optimize transaction monitoring systems, providing real-time analysis to detect and address suspicious activities promptly. -OFAC Screening: I conduct comprehensive OFAC screenings to ensure that your business complies with international sanctions and avoids potential legal penalties. Why Choose Me? -Proven Expertise: I have a strong track record of delivering results in AML investigations, having worked with a diverse range of financial institutions. -Analytical & Detail-Oriented: My approach to compliance is thorough and precise, ensuring that all aspects of the investigation or audit are covered comprehensively. -Efficient & Reliable: I am committed to meeting deadlines without compromising on quality, providing you with reliable services that you can count on. -Technology-Driven: I am proficient in using industry-leading AML software, allowing me to conduct investigations and compliance checks with accuracy and efficiency. -Bilingual Communication: Fluent in both English and Spanish, I can effectively communicate with a diverse range of clients, ensuring clear and professional interactions. How I Can Help Your Business: Whether you are looking to enhance your existing AML program, need assistance with specific compliance tasks, or require expert guidance on regulatory matters, I am here to help. My goal is to provide you with the peace of mind that your business is protected from financial crimes and fully compliant with all relevant laws and regulations. Let’s connect and discuss how I can support your organization’s compliance needs. I look forward to working with you to build a stronger, safer financial environment.

Due Diligence
Analytical Presentation
Management Consulting
Quality Control
Know Your Customer
Risk Management
Quality Audit
Risk Assessment
Quality Assurance
Compliance
Anti-Money Laundering
$75 hourly
- 0.0/5
- (0 jobs)
More than 16 years of experience in commercial real estate asset and portfolio management. Highly adept at identifying and managing the unique characteristics of each property. Expertise in developing processes, controls and strategies that reduce portfolio risk and increase returns. MBA (3.78 GPA) and BSBA with a double major in Real Estate and Economics. Managed a commercial portfolio of 1,026,797 square feet. Responsible for over $1 Billion in transactions. Created the first university-based Center for Real Estate Portfolio Management. Created and presented commercial real estate seminars for industry trade groups and companies from the US to Japan.

Due Diligence
Fundraising
Relationship Management
Public Speaking
Commercial Lease
Contract Negotiation
Financial Analysis
Market Analysis
Business Operations
Investment Strategy
Mergers & Acquisitions
Portfolio Management
Acquisitions
Coaching
$100 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

Due Diligence
Real Estate Financial Modeling
MATLAB
Quantitative Research
Financial Management
Business Valuation
Financial Analysis
Python
$24 hourly
- 5.0/5
- (12 jobs)
Skilled educational and translation professional with 10 years of ESL teaching and 9 years of Portuguese, Spanish, and French-to-English translation experience. I am a native English speaker, who is fluent in Portuguese, Spanish, and French, and I possess extensive experience translating from these languages to English. My previous translation work includes conducting product description translations for a Brazilian cosmetics company (PT-EN), academic translations for psychology, economics, demography, and history professors (PT-EN and ES-EN), fundraising and informational translations for a Brazilian migration-focused NGO (PT-EN), and a website translation for a French “glide-sharing” startup (FR-EN). I possess extensive ESL teaching experience, most recently as an online ESL teacher for Wall Street English Indonesia, where I have worked since October 2021. Previously, I worked for iTutorGroup, a Taiwanese-based online English school, between April 2018 and April 2022. In addition, I also worked as a Fulbright English Teaching Assistant at the Federal University of Minas Gerais in Belo Horizonte, Brazil from March to November 2015. Earlier in my career, I also served as an English Teaching Assistant at Lycée Gaspard Monge, a French high school located in Savigny-sur-Orge, France, from October 2013 to May 2014. Additionally, I have worked as a private English teacher/tutor since January 2014, teaching students both online and in-person.

Due Diligence
Portuguese to English Translation
French to English Translation
Spanish to English Translation
Data Analysis
Teaching English
English Tutoring
English
$125 hourly
- 5.0/5
- (7 jobs)
● Revenue Driven – created growth strategy for startup healthcare company and grew annual revenue to over $2MM annually within the first 12 months of engagement. ● Progressive Leadership - successfully vetted, trained and developed departmental teams of over 350 team members across 4 organizations and rolled-out policies and procedures reflective of the mission, vision and culture of the organization. ● Compliance/Regulatory - achieved above satisfactory site surveys and 100% compliance across licensed health care clinics and agencies responsible for directing. ● Workforce Planning - Devised recruiting and workforce planning solution that saved $13MM company $750K in contractual services within 3 months or project initiation. ● Technology – responsible for selection and implementation of technology solutions for new company including EHR, data security, CRM, and project management tracking. Startup Strategy | Policy & Procedure Expert | Empathetic Leader | Licensing/ Credentialing | Strategic Planning | CHC | P&L | Outstanding Verbal & Written Communication | HIPAA Privacy & Security | Progressive Leadership | IT Implementation | B2C & B2B Marketing | Emergency Operations Plan | Risk Management | Brand Strategy

Due Diligence
Data Analysis Consultation
Training & Development
Business Innovation
Strategic Planning
Mergers & Acquisitions
Contract Negotiation
Brand Development
Wellness
SEO Strategy
Proofreading
SWOT Analysis
Employee Training
Health & Wellness
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