Hire the best Due Diligence Specialists in Illinois

Check out Due Diligence Specialists in Illinois with the skills you need for your next job.
  • $200 hourly
    Finance & Accounting professional with a wide range of experience: - MBA and CFA charterholder (deep & broad financial knowledge) - Former Goldman Sachs analyst (skills: investment research & financial modeling) - Chicago Family Office (managed assets of high net worth clients) - Investment research & portfolio management (stocks, bonds, funds, real estate, derivatives, crypto) - Angel Investor (due-diligence & advising/consulting startups on strategy & financial metrics) Highly proficient at investment/market research, financial modeling & analysis, and business consulting. Also skilled at general data analysis, simple workflow automations, and data visualization. If I don't know something: first I'll admit it, then I'll figure it out (or help you find someone who can)! Hobbyist ultramarathon runner, aspiring Ironman. New dad trying to balance being a present father with my own ongoing professional development.
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    Accounting
    Business Consulting
    Investment Research
    Financial Consulting
    Startup Consulting
    Data Analysis
    Financial Analysis
  • $150 hourly
    👑 Top Rated Plus Upwork freelancer with 👑 M&A expert with mega fund experience 👑 Over 12 years experiences across M&A, FP&A, Private Equity, Venture Capital and Entrepreneurship, as a result providing a unique perspective on company lifecycles from early-stage, growth and mature companies. Mergers & Acquisitions (M&A) and CFO services professional with over 12 years of experience, helping clients with: M&A I have track record of helping clients at every stage of the M&A lifecycle, including target identification, valuation/financial modeling, due diligence and deal structuring. CFO Services I have acted as interim CFO for several startups, providing funding raising support, determining valuation and cash burn, building financial budgets and projections. and analyzing and summarizing large datasets. I am also a Venture Partner at Esya, a startup-studio and venture builder that focuses on Blockchain, Web3, Future of Work and Prop-tech projects. I help screen, evaluate and source early-stage investments, and provide strategic support to portfolio companies. I have experience supporting portfolio companies strategic advisory, financial analysis and CFO services. Key Skills: - Financial Modeling in Excel: Scenario Analysis, DCF, LBO, Sum of All Parts - Comparable Companies Analysis (Trading / Peer Comps) - Precedent Transaction Analysis (Transaction Comps) - Precedent Funding Analysis - Financial Projections and proforma statement with Industry Specific KPIs / Levers - Cap Table Modeling - Early Stage Startup Modeling - M&A Strategy Development - Business Plan Development - M&A Pipeline Development - Competitor / Target Screening & Profiling - Pitch, Investor and Private Equity Fund Decks - Board Level Presentations - Updating / Automating / Maintaining Existing Business and Financial Models - Market Sizing Analysis - Industry Research Reports Database Access: - Pitchbook - CB Insights Industry Knowledge: Locations services, mapping, manufacturing of industrial goods, warehouse automation and technology, software as a service (SaaS) for professionals, e-commerce, retail and consulting / professional services.
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    Content Strategy
    Equity Valuation
    Company Valuation
    Valuation
    Financial Analysis & Valuation
    Private Equity
    Venture Capital
    Microsoft PowerPoint
    PowerPoint Presentation
    Mergers & Acquisitions
    Corporate Finance
    Project Finance
    Financial Modeling
    Business Valuation
    Microsoft Excel
  • $200 hourly
    ✦ Elevate Your Business with Expert Fractional CFO Services 🚀 Unlock the full potential of your business with specialized fractional CFO services. With a focus on payroll, financial reporting, forecasting, budgeting, and payment processing, I bring a wealth of experience to drive your business forward. Whether you are a manufacturing firm or a professional service provider like an accounting or law firm, I am equipped to streamline your financial operations and deliver exceptional results. ✦ Excel and VBA Mastery 📊 My advanced skills in Excel, including PowerQuery and VBA, are unmatched. I specialize in connecting to databases and performing intricate tasks to streamline your financial data management. From automating repetitive processes to creating powerful financial models, my VBA expertise ensures your business operates at peak efficiency. ✦ Comprehensive Financial Expertise 💼 My expertise extends across a broad spectrum of financial services, including: - Acquisitions & Mergers: Seamlessly manage acquisitions and mergers with expert guidance and strategic planning. - Automation & Dashboarding: Transform data into actionable insights using Power Apps, Power BI, Tableau, OneStream, SAP, SAP BPC, AS400, NetSuite, and other ERP systems. - Financial Technology Implementation: Ensure smooth implementation and integration of finance software to enhance efficiency and scalability. - Strategic Financial Planning: Develop robust strategies for scaling your organization, improving chart of accounts, and optimizing G/L processes. - Procurement & Financing: Secure bank loans, lines of credit, and private placement memorandums to fuel your business growth. - CAPEX Management: Effectively manage capital expenditures and track variances. - Break-even Analysis: Conduct detailed break-even analyses for international logistics operations and international commodity purchases. ✦ Why Choose My Services? 🌟 - Tailored Solutions: Customized financial solutions designed to meet the unique needs of your business. - Industry Specialization: Extensive experience in manufacturing and professional services sectors. - Executive-Level Support: Proven track record of interfacing with executive leadership and C-suite teams. - Client-Centric Approach: Committed to delivering exceptional service to clients ranging from $5M to $50M in size. ✦ Let's Connect 📞 Ready to take your business to the next level? Contact me at: - Phone: (224) 707-8502 - Email: justin@hpm-consulting.com Partner with me to unlock your business's full potential with expert fractional CFO services and unparalleled Excel and VBA skills.
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Pitch Deck
    Graphic Design
    Business Operations
    SAP Manufacturing Execution
    Ecommerce SEO
    Tableau
    Vendor Management
    Financial Analysis
    Commodity Management
    Market Research
    Business Analysis
    Logistics Management
    Excel Macros
    Payment Gateway Integration
  • $110 hourly
    +M&A / corporate development / investment banking / financial advisory +Customized pitch deck, CIM, investor presentations, executive summaries +Financial modeling and projections +Financial analyses and dashboards Let me help you analyze your business and tell your story! I have 14+ years of investment banking and M&A experience and have created dozens of financial models for financial analyses/performance tracking, valuation, M&A and investor/executive snapshots. I also have created numerous marketing materials for capital raising and acquisition evaluation.
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    Mergers & Acquisitions
    Microsoft Excel
    Business Presentation
    Investment Banking
    Financial Analysis
    Pitch Deck
    Microsoft PowerPoint
    Financial Modeling
    Valuation
    Business Planning & Strategy
    Pitchbook
    Investor Overview
    Executive Summary
    Finance & Accounting
    Business Writing
  • $99 hourly
    97% of the Fortune 500 uses Power BI, but most only use it for reporting purposes (read-only). However, when it comes time to get to work they resort to clunky solutions that are either: - Expensive (hundreds of thousands on SaaS tools like Anaplan) - Brittle (homemade Excel-based tools) - Slow (weeks or months to slowly iterate on a plan) I will resolve these issues for you by quickly creating forecasts, plans, budgets, and other models in Power BI with the power of write-back. After a decade in corporate performance management, I haven't seen anything as good as today's technology. I'll bring you up to the latest and greatest 2024 tooling in weeks, not months. 𝗨𝘀𝗲 𝗰𝗮𝘀𝗲𝘀 𝘄𝗲 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗯𝘂𝗶𝗹𝗱 𝗶𝗻 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜 / 𝗙𝗮𝗯𝗿𝗶𝗰: • Workforce planning • Salesforce planning • Demand forecasting • Variance analysis and reporting • Inventory planning • Cashflow forecasting • S&OP • OpEx planning and forecasting • Zero Based Budgeting and Driver Based Budgeting • Commodity price forecasting 𝗦𝗸𝗶𝗹𝗹𝘀 • ERP systems (Oracle, SAP, Sage, Dynamics, NetSuite) • Azure Data Factory, Azure Synapse • Spend Cubes • Microsoft Fabric • Microsoft Power BI • FP&A • Corporate Performance Management • Smartsheet • Anaplan 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝟮𝟬 Industries Served 𝟭𝟬𝟬+ Projects Delivered 𝟱-𝟭𝟬x Return on my fees or your money back 𝗛𝗮𝗽𝗽𝘆 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 “𝘐 𝘭𝘦𝘢𝘳𝘯𝘦𝘥 𝘮𝘰𝘳𝘦 𝘢𝘣𝘰𝘶𝘵 𝘮𝘺 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘪𝘯 90 𝘮𝘪𝘯𝘶𝘵𝘦𝘴 𝘸𝘪𝘵𝘩 𝘔𝘪𝘤𝘩𝘢𝘦𝘭 𝘵𝘩𝘢𝘯 𝘐 𝘥𝘪𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘭𝘢𝘴𝘵 6 𝘮𝘰𝘯𝘵𝘩𝘴.” 𝗖𝗘𝗢 𝗼𝗳 𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗣𝗚 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 ($𝟭𝗕+ 𝗥𝗲𝘃𝗲𝗻𝘂𝗲) “𝘔𝘪𝘤𝘩𝘢𝘦𝘭 𝘸𝘢𝘴 𝘢𝘣𝘭𝘦 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘯𝘨𝘴 𝘪𝘯 6 𝘮𝘰𝘯𝘵𝘩𝘴 𝘵𝘩𝘢𝘵 𝘵𝘰𝘰𝘬 𝘮𝘺 𝘱𝘳𝘦𝘷𝘪𝘰𝘶𝘴 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 3 𝘺𝘦𝘢𝘳𝘴 𝘵𝘰 𝘥𝘰, 𝘢𝘯𝘥 𝘩𝘦 𝘥𝘪𝘥 𝘪𝘵 𝘣𝘦𝘵𝘵𝘦𝘳.” 𝗖𝗵𝗶𝗲𝗳 𝗦𝗮𝗹𝗲𝘀 𝗢𝗳𝗳𝗶𝗰𝗲𝗿, 𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗣𝗚 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 “𝘔𝘪𝘤𝘩𝘢𝘦𝘭 𝘪𝘴 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘵𝘢𝘭𝘦𝘯𝘵𝘦𝘥 𝘢𝘯𝘢𝘭𝘺𝘵𝘪𝘤𝘴 𝘮𝘪𝘯𝘥𝘴 𝘵𝘩𝘢𝘵 𝘐'𝘷𝘦 𝘸𝘰𝘳𝘬𝘦𝘥 𝘸𝘪𝘵𝘩 𝘪𝘯 𝘮𝘺 10+ 𝘺𝘦𝘢𝘳𝘴 𝘢𝘵 𝘔𝘤𝘒𝘪𝘯𝘴𝘦𝘺. 𝘐 𝘬𝘯𝘰𝘸 𝘢𝘯𝘺𝘵𝘩𝘪𝘯𝘨 𝘩𝘦 𝘸𝘰𝘳𝘬𝘴 𝘰𝘯 𝘪𝘴 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘦𝘹𝘤𝘦𝘦𝘥 𝘤𝘭𝘪𝘦𝘯𝘵 𝘦𝘹𝘱𝘦𝘤𝘵𝘢𝘵𝘪𝘰𝘯𝘴.”

 𝗦𝗲𝗻𝗶𝗼𝗿 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗳𝗿𝗼𝗺 𝗠𝗰𝗞𝗶𝗻𝘀𝗲𝘆 & 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗥𝗲𝗰𝗲𝗻𝘁 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: - P&L forecasting for a $100M fintech client client - Sales forecasting for a $1B alcoholic beverage brand - Strategic planning for the CFO of a global CPG player
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Data Analysis
    Market Research
    Sourcing
    Private Equity
    Business Transformation
    Microsoft Excel
    Presentation Design
    PPTX
    Data Modeling
    Analytics
    Presentations
    Business Presentation
    Procurement
    Business Analysis
  • $75 hourly
    I am a real estate financial analyst with 5+ years of experience. My experience is split between working for a bridge-loan originator and a publicly traded REIT. Asset types include: Manufactured Housing Communities / Multifamily / SFR & BTR / RV Parks / Marinas.
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    Acquisitions
    Market Research
    Market Analysis
    Microsoft Excel
    Financial Analysis & Valuation
    Real Estate Acquisition
    Real Estate
  • $50 hourly
    With over 13 years of experience in Private Equity and Investment Banking leading M&A deals, I bring deep expertise in due diligence and execution. My financial modeling and valuation skills provide data-driven insights to inform high-stakes investment decisions. M&A / Private Equity / Investment Banking Skills - I have a track record of executing at every stage of the M&A lifecycle, including: * Sourcing * Executive Summaries * Investor Presentations * Financial Modeling * Scenario Analysis * Valuation * Deal Structuring * Due Diligence * LOI / M&A Negotiation * Documentation * Employment Agreements * Incentive Plans CFO Skills - Additionally, I have provided CFO services for numerous portfolio companies and small businesses: * Financial Budgets * Financial Analysis * Accounting and Reporting * Board Presentations * Cost Savings Analysis * Cash Flow Management * Client / Product Profitability Analysis * Go-To-Market Strategy * Fundraising Support * Refinancing * Covenant Analysis * Lender Reporting I am eager to begin building a strong reputation on this platform by consistently delivering results and I look forward to hearing from you so that we can discuss working together in the future.
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    Financial Reporting
    Corporate Strategy
    Forecasting
    Microsoft Excel
    Corporate Finance
    Finance & Accounting
    Investment Banking
    Financial Analysis
    Mergers & Acquisitions
    Valuation
    Private Equity
    Financial Modeling
  • $85 hourly
    Ross is a non-practicing attorney who has helped executive leadership, and diverse, mission-focused organizations navigate through pivotal moments – such as scaling for growth, merger, and transformation programs – while integrating cultural, strategic, and operational initiatives. Experience includes forging strong partnerships to drive executive vision, enhancing performance through effective growth strategies, and leading cross-functional teams through Agile methodologies to achieve value creation with significant improvements in business efficiency and cost reduction.
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    AI Consulting
    AI Builder
    AI Bot
    Sales
    Financial Analysis
    Business Strategy
    Microsoft Power BI
    Financial Model
    Strategic Planning
    Executive Support
    Investment Research
    Data Modeling
    Machine Learning
    Business Operations
  • $130 hourly
    Compliance Professional in Securities industry. I can supervise all facets of a B/D or RIA. I was a Compliance Specialist with FINRA (18 years) and a CCO for a BD/RIA (6 years), managing all compliance tasks. I am deeply familiar with the Securities Act of 1933, the Securities Exchange Act of 1934, The Investment Advisers Act of 1940 and the Investment Company Act of 1940. I have experience supervising RR's and all types trading including Equities, Fixed Income, Options, Structured Products, Private Placements, Municipal Securities, etc. In addition to auditing firm's supervisory controls I have developed numerous written procedures, and can supervise the due diligence process for Reg D/A/A+/CF offerings. I have had several CMAs approved by FINRA and I am very competent conducting branch inspections, trade reviews and developing training. I can help with AML testing and the financial report preparation.
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    Risk Analysis
    Securities Law
    Report Writing
    Business Operations
    SEC Regulation
    Gap Analysis
    Procedure Development
    Compliance Consultation
  • $100 hourly
    a dynamic and accomplished finance professional with a robust track record of leadership and achievement across diverse industries. With a proven ability to streamline operations and optimize financial performance, I have held pivotal roles where I have been instrumental in driving significant growth, overseeing the implementation of key systems, and securing substantial funding. My expertise spans from building and managing finance, accounting, and HR functions to leading successful fundraising efforts and orchestrating complex financial transactions. I hold a Bachelor of Science in Accountancy and a Bachelor of Science in Finance from the University of Illinois at Chicago, complemented by proficiency in various software platforms and tools essential to her roles, and am a licensed CPA in the state of Illinois.
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    Human Resource Management
    Invoicing
    Accounts Receivable Management
    Accounts Payable Management
    Revenue Cycle Management
    Compensation
    Month-End Close Assistance
    Bank Reconciliation
    Payroll Accounting
    Account Reconciliation
    General Ledger
    Startup Consulting
    SaaS
    Startup Company
  • $75 hourly
    A critical thinker with a liberal art background capable of handling any task while being efficient with time.
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    Office Design
    Investment Strategy
    Entrepreneurship
    3D Printing
    Finance & Accounting
    Analytical Presentation
    Lattice 3D Printing Structures
    Strategy
    Investment Research
    Financial Analysis
    Presentations
  • $10 hourly
    I am a qualified Company Secretary from Institute of Company Secretaries of India with LL.B, having an experience of 4+ years in corporate compliances and secretarial work. I offer a wide range of paralegal and secretarial services to assist corporates and law firms in their legal matters. Below is an overview: Secretarial compliances (as per Indian Laws): 1. Consultation for corporate matters encompassing Companies Act, 2013, SEBI regulations and RBI guidelines 2. Monitoring MCA related compliances and filings 3. Drafting of policies, charters and other documents 4. Reviewing legal documentation for varied corporate actions 5. Preparation of Compliance reports 6. Maintenance of statutory records Paralegal services: 1. Drafting and reviewing legal documents and correspondence 2. Legal research 3. Organizing and maintaining physical and electronic documents 4. Assisting with administrative support Skills and abilities: • Self-starter, capable of working independently or in collaboration • Experience of working with legal counsels • Strong interpersonal and communication skills • Detail-oriented and organized • Proficiency with Microsoft Office applications • Able to grasp new concepts quickly Being highly motivated and committed to working consistently within the established timelines, I am confident in my ability to provide the necessary services and support for your legal needs. Contact me today to discuss your specific requirements.
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    Compliance Consultation
    Legal Research
    Legal Writing
    Drafting
    Compliance
    Legal Assistance
    Corporate Governance
    Corporate Law
  • $52 hourly
    Justin is an experienced strategy consultant with a specialization in business development / B2B sales He has worked with F100 companies in North America to land them over $100M in revenue from 2019-present day. Justin has pitched to large organizations such as Nationwide, Allstate, McDonalds, Northwestern Mutual, local governments, and more. He’s developed proposals/RFP’s, created pitch decks/business plans, and coached sales reps. Justin is highly responsive.
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    Microsoft PowerPoint
    Microsoft Excel
    Writing
    Public Speaking
    Growth Strategy
    Business Operations
    Sales Consulting
    Strategic Planning
    Financial Analysis
    Business Management
    Management Skills
    Business Consulting
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