Upwork home
Sign up
Secondary

Hire the best Due Diligence Specialists in Missouri

Check out Due Diligence Specialists in Missouri with the skills you need for your next job.
Get started
  • $245 hourly

    • 4.9/5
    • (44 jobs)
    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
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    CPA
    Bookkeeping
    Business Coaching
    Business Plan
    Management Consulting
    Business Valuation
    Startup Consulting
    Financial Statement
    Valuation
    Mergers & Acquisitions
    Strategic Plan
    Leadership Development
    Income Statement
  • $70 hourly

    • 5.0/5
    • (5 jobs)
    25+ years of experience in the legal field. Experienced underwriter and risk analyst as well. Attention to detail is very important to me. Would love to take on your next project!
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Document Analysis
    Medical Records Research
    Debt Collection
    Estate Planning
    Litigation
    Executive Support
    Case Management
    Organizer
    Underwriting
    Legal Assistance
    Editing & Proofreading
    Risk Analysis
    Legal
    Legal Transcription
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Predictive Analysis, Due Diligence, Intelligence, Investigation, Strategy, Reverse Engineering, Research, Risk Analysis, Solution Provider, Self-Starter, Auto-didactic, Eidetic Memory. Quick to adapt, learn new things, not afraid of heavy reading/ research/writing. Finds and applies solutions in advance of problems being known to protect the team.
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Business Development
    Computer
    Business Presentation
    International Development
    Reverse Engineering
    Business
    Entrepreneurship
    Fundraising
    Microsoft Office
    Writing
    Blog Development
    Business Plan
    Blog Writing
  • $125 hourly

    • 0.0/5
    • (1 job)
    "John is brilliant at analyzing our financials and showing us where we're making money and where we're losing money, then recommending practical steps to grow earnings further. We have grown earnings by 5x and John's insights have played a significant role in our growth. Highly recommend!" -Katie I work as a fractional CFO for companies with $5m to $50m in annual revenue based in the United States. The entrepreneur/owner wants: 1) more clarity over the financial aspects of their business; 2) more advanced insights than they are getting from a book-keeper or controller; 3) tangible recommendations on how they can grow earnings. I would love to discuss your business and industry with you and what you're looking for. Please reach out!
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Pitch Deck
    Expert
    Corporate Finance
    Managerial Finance
    Financial Analysis & Valuation
    Financial Accounting
    Management Accounting
    Cost Accounting
    Cost Analysis
    Finance & Accounting
    Financial Modeling
    Financial Analysis
  • $300 hourly

    • 0.0/5
    • (0 jobs)
    Experienced Strategic CFO & Business Consultant Specializing in Growth, Transformation, and Financial Strategy for SaaS, Digital Commerce, and Emerging Tech With over 15 years of experience in finance, strategy, and operations, I bring deep expertise in driving high-growth, transformation, and financial strategy for tech-forward companies. I specialize in helping SaaS, eCommerce, and technology-driven businesses reach new levels of operational and financial performance. My experience spans both private and public companies, where I have led successful mergers and acquisitions, optimized financial and operational processes, and fostered scalable growth through strategic planning and financial leadership. Key Areas of Expertise: *Strategic Financial Leadership: Proven track record in leading financial strategy and execution, driving revenue growth, managing costs, and improving profitability across various industries, including SaaS and digital commerce. *Mergers & Acquisitions (M&A): Experience in M&A, from negotiation to due diligence, integration, and value realization, ensuring alignment with long-term growth strategies. *Financial Planning & Analysis (FP&A): Deep expertise in budgeting, forecasting, and analysis, allowing companies to make data-driven decisions that align with business objectives and optimize resource allocation. *Public Company Financial Oversight: Familiar with SEC and SOX requirements, leveraging expertise to support compliance while bringing agility to public financial operations. *Revenue Growth & Optimization: Skilled at developing revenue-generating strategies and optimizing go-to-market approaches, including pricing strategy, product development, and customer acquisition for both startups and established businesses. Selected Achievements: *Accelerated Business Growth: As an executive, I spearheaded a 300% revenue growth initiative by expanding client relationships, including securing multiple Fortune 500 accounts, and supporting client lifecycle optimization and retention. *Successful Acquisition Leadership: Played a critical role in the acquisition process, working closely with executive leadership to conduct negotiations, due diligence, and post-merger integration, positioning the business for sustained growth. *Advanced Financial Operations: As a senior financial leader, I have optimized finance processes through technology, reducing costs and improving reporting accuracy, enabling more agile financial forecasting, planning, and decision-making. *Revenue and Pricing Strategy: Partnered with consulting firms to develop and implement advanced retail pricing strategies and price architecture for core product lines, enhancing both profitability and market competitiveness. *Strategic Planning Post-Acquisition: Collaborated with Bain Consulting post-acquisition to refine business transformation strategies, aligning operations and resources with long-term growth objectives. Industry Specializations: I’ve developed a unique skill set tailored to industries undergoing rapid change, including: *SaaS (Software as a Service): Helping SaaS companies scale efficiently with financial models that adapt to changing demand, recurring revenue, and agile operations. *Generative AI & Emerging Tech: Providing financial and strategic insight for companies pivoting into AI and tech-forward solutions, including support for fundraising, budget planning, and investor relations. *Digital Commerce: Extensive experience in digital commerce strategy, including content optimization, and conversion rate improvement, all of which enhance brand presence and online sales. Why Work with Me? Clients choose to work with me for my unique blend of high-level strategic thinking and hands-on execution. I excel in complex, high-stakes environments and am committed to delivering actionable insights, process improvements, and scalable solutions that drive results. Whether working as an interim CFO, strategic consultant, or executive advisor, I bring an analytical, results-oriented approach, with a dedication to transparency, communication, and partnership. Services I Offer on Upwork: *Interim CFO Services: Financial leadership during pivotal growth or transition phases, including capital-raising support, cash flow management, and investor relations. *Financial Planning & Analysis: Comprehensive FP&A support, including budget preparation, financial modeling, KPI development, and performance monitoring. *Revenue Growth Strategies: Development of strategies for revenue optimization, pricing, and customer retention, leveraging market insights and data to drive growth. *Strategic Operations & Process Improvement: Implementation of processes to streamline operations, improve efficiency, and scale teams in alignment with business objectives. *Client Services & eCommerce Optimization: Guidance on end-to-end client lifecycle management, retail analytics, digital content strategies, and eCommerce best practices.
    vsuc_fltilesrefresh_TrophyIcon Due Diligence
    Financial Accounting
    Supply Chain Optimization
    KPI Metric Development
    Month-End Close Assistance
    Account Reconciliation
    Budget Planning
    Financial Analysis
    Strategic Planning
    Bookkeeping
    Accounting Basics
    Accounting
    Management Consulting
    Analytical Presentation
    Financial Planning
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by 5M+ businesses