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  • $50 hourly

    • 4.7/5
    • (15 jobs)
    🚀 Unlock Seamless Compliance & Propel Your Growth with Expert Guidance! 🚀 Are you seeking a seasoned Compliance Professional to guide you as you embark on a journey through the complex world of global AML/CFT and crypto compliance? I’m Timothy, your dedicated ally and partner, weaving through the intricate compliance mazes with a passion for safeguarding and catalyzing your business growth. 🔍 Why Partner with Timothy? 🔍 6+ Years of Tailored Compliance Mastery across FinTech, Financial Services, and Crypto/Web3. Global Compliance Maestro: Navigating through GDPR, AML, KYC, and crypto regulations across various jurisdictions. Proven Impact: ✅Successfully reduced risk exposure and compliance errors by up to 50% for businesses in the FinTech and Crypto sectors. ✅Successfully led the EMI and 5MLD licensing project for a UK Crypto Fintech, by creating the required compliance program, policies, and procedures documentation. ✅Successfully built and scaled a robust Risk and Compliance function from scratch for 3 startups. 🗣️ Client Testimonial 🗣️ "Timothy showcased exceptional expertise in compliance management throughout our collaboration. His in-depth knowledge of regulatory requirements and industry standards was evident from day one. He demonstrated a strong ability to dissect complex regulations and translate them into actionable strategies for our project. His expertise proved invaluable in navigating the intricacies of our compliance challenges. Timothy consistently delivered high-quality work, ensuring that all compliance aspects of our project were meticulously addressed. His attention to detail and commitment to excellence were evident in every deliverable." - Joshua O. | Product Manager "I had the pleasure of working with Timothy for several years. Timothy has a wealth of knowledge as a Chief Compliance Officer, a Crypto Investigator, and a Risk Manager. Timothy is a team player and very professional. He led the team in collaboration efforts with engineers and product developers in incorporating transaction monitoring platforms to conduct crypto KYC/KYB and investigations. Timothy is a natural leader. He is a strategic thinker and very analytical. I am very confident that any team would be lucky to have Timothy as part of their team. If my division had the resources, I would hire Tim today!!!!!" - Lourdes M. 🛠 Expertise That Speaks: 🛠 AML/KYC/Transaction Monitoring Frameworks GDPR & Data Privacy Compliance Blockchain Forensics & Investigations Policy & Procedures Writing Risk Assessments & Management Internal Audit & Designing Compliance Programs 🚀 Your Journey to Bulletproof Compliance: 🚀 Consultation: A complimentary deep dive into your needs. Proposal: A transparent roadmap, detailing timelines and costs. Execution: Regular, insightful updates ensuring absolute transparency. Delivery: Precision-driven work, with scope for revisions. Support: Continued post-project assistance. 🔐 Confidentiality at Its Best: Your business details and regulatory concerns are handled with the utmost confidentiality and integrity. 🌐 Navigating Global & Crypto Compliance? 🌐 Navigate through diverse jurisdictions and regulatory landscapes with confidence as my meticulously crafted strategies, from AML/CFT Compliance to the latest in crypto regulations, are designed to keep your business always a step ahead. 🤝 Forge Strategic Partnerships 🤝 Fortify your compliance strategy by tapping into my network, connecting you with Trust Providers, Bank Partners, AML/KYC Tools, and more. 🔄 Always Ahead in Compliance 🔄 Your compliance strategy will always stay ahead of the curve, especially in the rapidly evolving crypto/web3 sector, thanks to my ongoing learning and active engagement in industry seminars and workshops. Ready to Fortify Your Compliance Strategy and Propel Your Business Growth? 🚀 Let’s elevate your business to global standards, ensuring it’s not just compliant but also primed for seamless, risk-mitigated growth. Connect with me now by clicking on the green button at the top right of your screen, and let’s get started on safeguarding your business against compliance pitfalls and unlocking new horizons of growth!
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    PCI
    Project Risk Management
    IT Compliance Audit
    Compliance Testing
    Regulatory Compliance
    Cybersecurity Management
    Governance, Risk Management & Compliance
    Risk Analysis
    GDPR
    Policy Writing
    Compliance
    Risk Assessment
    Anti-Money Laundering
  • $220 hourly

    • 5.0/5
    • (29 jobs)
    Former private sector and government executive with leadership, consulting, advising, strategic and business development at the forefront of my professional skills. Compliance expertise in: FISMA, NIST CSF, NIST SPs 800 Series, HIPAA, FedRAMP, PCI DSS, Sarbanes Oxley, GLBA, GDPR, ISO 27001. CISSP with more than 20 years in cybersecurity and IT. Cybersecurity professor and skilled trainer in risk management and compliance, with expertise in developing professionals into the cyber managers and leaders they want to become. I teach fundamentals and advanced coursework in risk assessments, security testing, business continuity, secure application development, and securing emerging technologies. Business expertise in grant and proposal writing, as well as policy and procedure development. Technical writing to include strategic plans, white papers, briefing papers, and presentations. I have been writing, convincing, persuading, and communicating effectively through writing my entire career. I am also effective in providing business capture and business development support.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Nonprofit Organization
    Certified Information Systems Security Professional
    Data Protection
    Policy Writing
    Information Security Audit
    Compliance
    Tech & IT
    Risk Analysis
    Business Continuity Plan
    Business Consulting
    Risk Assessment
    Project Risk Management
    Technical Writing
    Technical Documentation
  • $120 hourly

    • 4.6/5
    • (33 jobs)
    Since 2012, I have been helping companies in the top 500 Forbes with business optimization, achieving continuous improvements, scaling their businesses, and empowering their teams through my project implementation services. I have implemented more than 100 projects with a total revenue of 500€ million. As an expert in integration, I specialize in IT/Software Project Implementation (CRM, ERP, Software, TMS, SAP/Oracle data), Blockchain Program/Project Management Implementation, developing Blockchain Implementation Strategies, Quality Projects Implementation (ISO 9001:2015, ISO 50001:2018, ISO 14001:2015), and Customer Projects Implementation with revenues of up to 1mil€/yr. Additionally, I am an expert and coach for Agile/Scrum Master Projects Implementation and Lean Six Sigma Executive and Coach (Master Six Sigma Black Belt) Projects Implementation. I also have experience in advanced implementation strategies, measuring ROI, and managing and supervising groups of projects. I have achieved over 150€ million in savings for my clients through capital increases. I have experience in managing remote teams and implementing and executing remote management in coordination, and I am highly enthusiastic about working with teams of motivated professionals in a challenging environment to enhance my project management and leadership abilities. Executive Program Manager | PMO | DBA Project Management | Empowering Businesses to Achieve Operational Excellence through Expert Project & Program Management If you are looking for tangible results through improving the operational efficiency of an organization, with the main goal of maintaining operational excellence, please don't hesitate to contact me.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Business Process Management
    Cost Management
    ISO 9001
    Project Management Professional
    Project Risk Management
    Project Management Office
    Strategic Plan
    Blockchain
    Time Management
    Startup Company
    Project Management
    Agile Project Management
    Project Timelines
    Project Plans
  • $200 hourly

    • 5.0/5
    • (11 jobs)
    Harvard Degree in Economics and Finance, MBA in Finance from Wharton Business School, 10+ years of Finance, Accounting, Private Equity & M&A experience, Prior Associate at KKR & Analyst at Merrill Lynch. I specialize in the following: - Accounting services - Outsourced CFO/Controller services - Private Equity - Mergers and Acquisitions Advisory - Investor pitch decks and fundraising - Financial modeling - LBO and acquisition modeling - DCF modeling - IRR and returns modeling - Operational and financial modeling - Investor relations materials - Debt modeling - Leveraged lending - Budget preparation - Financial statement analysis and preparation - Business taxes and tax preparation EXPERIENCE: I have substantial experience in various fields of financial consulting, including: 1. Accounting (i) Acting as a Senior Account. (ii) Maintenance of monthly financial reports. (iii) Bookkeeping and monthly closing of books. (iv) Updating general ledgers and making accounting entries. (v) Preparation of financial statements. (vi) Working Capital, Accounts Receivables and Accounts Payables. (vii) Interacting with Financial Institutions and Auditors. (viii) Creating and updating ERP systems. (ix) Financial forecasting and budgeting. 2. Investment Banking and Private Equity (i) Acting as an outsourced VP or Associate. (ii) Conducting valuation of target companies and potential investments. (iii) Participating in M&A due-diligence and writing due-diligence questions and requests. (iv) Putting together virtual data rooms. (v) Writing Investment Committe Memorandum and presenting investment ideas to Partners. (vi) Analysis of the LOIs of target companies by strategic investors, PE firms, and other interested buyers. (vii) Review of financial arrangements done by the acquirer for the financing of acquisition costs. (viii) Normalized P&L analysis to determine actual cash generation capacity of the target business. (ix) Calculation of exit proceeds available to each cap table shareholder in case of exit. 3. Proforma financial modeling for businesses in various industries that have helped: (i) Founders raise funds from seed investors, convertible notes, Series A investors, Series B investors, Series C investors and also from banks. (ii) Founders determine the quantum of funding to be raised. (iii) Founders in making pricing decisions. (iv) Investors in determining what the expected return from an investment would be. (v) Lenders in determining whether the start-up will generate sufficient cash flows to repay loan installments. 4. Analysis of the raw data of the transactions of various businesses to determine and calculate different KPIs and make key decisions based on those KPIs. 5. Analysis of capital projects in infrastructure sectors such as power, road, water and transport involving millions of dollars of investment expenditures: (i) Helpful in determining whether the project is financially viable or not. (ii) Helpful in determining how much costs need to be reduced/benefits to increase to make the project financially viable. 6. Helped many small & medium business enterprises in financial planning & budgeting aiding them in: (i) Keeping track of their performance by comparing their actual vs budgeted figures. (ii) Managing their cash flows. 7. Helped real estate investors in hotel, multi-family, condos, syndicated deals, and commercial projects in: (i) Determining the amount of funding required for the project. (ii) Financial viability of the project. (iii) Calculating tariff, rental or sale value for the project to be viable. Industry Experience: consumer products, technology, SaaS, e-commerce, hospitality, restaurant, hotel & coffee shops, gyms, beauty clinic & spas, education & training, healthcare, real estate, power, media & entertainment; transportation, tourism, logistic, car rental, cruise, manufacturing, staffing & placement, event planning, cannabis, media, etc.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Financial Modeling
    Business Valuation
    Forecasting
    Corporate Finance
    Pro Forma Statement
    Valuation
    Financial Planning
    Accounting Principles & Practices
  • $100 hourly

    • 4.9/5
    • (4 jobs)
    Strategy-oriented and results-driven risk professional with over 22 years of extensive experience overseeing and managing risk management programs and personnel. An ERM Subject Matter Expert with expertise in ERM Maturity Assessments, ERM Program Roadmap, ERM Framework Implementation, ERM Governance, Risk Appetite Framework, Strategic & Operational Risk Assessments & Fraud Risk Management. Proven track record of ERM implementation at some of the largest corporates in the Middle East. ERM experience gained during my advisory career covers the following core areas: 1. ERM Maturity Assessment 2. ERM Program Roadmap 3. Setting-up an ERM Function 4. Implementation of ISO 31000 & COSO ERM Framework 5. ERM Policy & Framework 6. Risk Appetite & Tolerance - Design, development and implementation of a Risk Appetite Framework - Defining “Risk Philosophy” and establish links to the key pillars of the company’s strategy. - Defining risk appetite statements for the key risk events and set-up tolerance limits. - Calculating a range of key financial ratios & developing a detailed financial model to perform “stress testing” on the 5 years financial forecast of the organization. - Calculation of overall financial risk appetite for the company and group. 7. ERM Governance 8. ERM & Strategy Integration 9. Risk Assessment 10. Key Risk Indicators (KRIs) 11. ERM Training & Awareness 12. Fraud Risk Management - Design & implementation of a comprehensive Fraud Risk Governance Structure. - Development and implementation of a detailed Fraud Risk Policy. - Development of a Fraud Risk Assessment Methodology & conducting a Fraud Risk Assessment. - Design, development and implementation of Preventive, Detective and Corrective Anti-Fraud Controls across the organization. - Development of Fraud Reporting Process & Investigation Procedures. 13. ERM & Internal Audit Coordination I have served premier clients in the private and public sectors including Saudi Arabian Mining Company, Saudi Aramco, PPL, ICI, Unilever, Abbott, Saudi Arabian Monetary Agency, Gulf Air, Pfizer, NCR, Citi Bank, Capital Market Authority, GSK, Sheraton, American Express, PIA, McDonalds, Parke Davis & other leading companies in various industries.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Training Presentation
    Compliance Testing
    KPI Metric Development
    Strategy
    Corporate Governance
    Company Policy
    Risk Assessment
    Internal Auditing
    Internal Control
  • $59 hourly

    • 4.9/5
    • (91 jobs)
    🏆 Seasoned CPA + 15 Years Finance & Strategy Consulting 🚀 Startups & VC Specialist | Raised $150M+ for 20+ Startups 📊 Financial Modeling & Valuation Expert 💹 CFO Advisory, Controllership & Growth ⭐️ FREE CONSULTATION | Let's Talk Strategy! 📈COMPREHENSIVE FINANCE and STRATEGY CONSULTING SUITE📈 I offer a full spectrum of finance and strategy consulting services tailored to meet the diverse needs of businesses, from innovative startups to thriving mid-size companies. 🚀✨ ✅ Fractional CFO/Controllership and Managed Accounting Services: I provide fractional CFO and controllership services, delivering high-level financial strategy and management on a flexible basis. Additionally, I offer fully managed accounting services to optimize financial operations and ensure scalability. ✅ Startup Consulting and Capital Raising: I support startups through every stage—from ideation and business modeling to fundraising and scaling—ensuring they have the strategic foundation to attract investors and achieve sustainable growth. ✅ Financial Modeling & Forecasting: I specialize in creating detailed financial models for SaaS, eCommerce, real estate, and project finance. My models provide actionable insights and data-driven decisions that lead to more accurate forecasting and long-term planning. ✅ Pitch Deck and Investor-Ready Presentations: I help startups create compelling pitch decks and presentations that resonate with investors and attract funding. ✅ Venture Capital & Valuation: I assist businesses in navigating the complexities of venture capital fundraising and valuations, ensuring they secure the right investment and understand their worth. ✅ Cap Table Management & M&A Support: I assist in cap table management, ensuring accurate equity distribution and ownership tracking. I also provide M&A due diligence support, helping businesses make informed decisions during transactions. ✅ Crypto Tokenomics Modeling: With a deep understanding of blockchain technology, I offer specialized services in crypto tokenomics, and modeling frameworks for Web3, NFT, DeFi, and DAO projects. ✅ Pricing Strategies and Business Analytics: I provide strategic pricing insights and utilize data analytics to optimize business performance, increase profitability, and scale effectively. ✅ KPI Establishment & Growth Strategy: I work with businesses to define critical metrics and KPIs, particularly for SaaS and eCommerce companies, to measure success and drive growth. I leverage marketing analytics and data insights to identify opportunities and guide businesses toward strategic success. I am passionate about freelancing because it enables me to partner with startups and mid-size companies, guiding them through their most critical growth phases. Whether it's improving financial operations, unlocking strategic insights from data, or preparing a winning pitch deck, I am dedicated to helping businesses achieve their goals. 🤝HOW TO INITIATE COLLABORATION🤝 1️⃣Submit an Offer: Provide your preferred hourly rate or fixed rate to get started. 2️⃣Direct Message: Reach out to me to discuss the scope of work in detail. 3️⃣Request a Proposal: Send an invitation for me to prepare a comprehensive proposal tailored to your needs. 4️⃣Book a Consultation: Schedule a 30-minute consultation to explore how we can work together effectively. 5️⃣Browse My Services: Visit my catalog to select a service that aligns with your business objectives. 🤝THANK YOU sincerely for reading this far—I truly appreciate your time and interest.🤝 💰Here’s how my CLIENTS describe the RESULTS and VALUE I bring:💸 📍“Outstanding as always. We were given feedback from one of the largest VCs in the world on what a high-quality valuation Anthony prepared."⭐️⭐️⭐️⭐️⭐️ 📍"Extremely efficient, very knowledgeable, knows how to create and present a financial information. Very easy to follow for non finance educated people and can easily be updated. Get Anthony involved in your project before he is booked by someone else."⭐️⭐️⭐️⭐️⭐️ 📍"I had a financial modeling project for a mobile app venture. Anthony took baseline assumptions and built out a 5 year plan - AND - the spreadsheet is a tool to run the business. He really exceeded exceptions and I look forward to using him again."⭐️⭐️⭐️⭐️⭐️ 📍"It was such a pleasure working with Anthony. He gave me more than I asked for. He really knows what he's doing, he takes initiative and delivers on time. I plan on rehiring you again, thank you. :)"⭐️⭐️⭐️⭐️⭐️ 📍"Anthony is a highly knowledgeable and talented individual. His approach to his work is unparalleled. Would recommend him in a heartbeat!"⭐️⭐️⭐️⭐️⭐️ 📍"Anthony was fantastic to work with and I would have no hesitation in recommending his services to anyone. His knowledge and quality of his work was great and was always available and easy to deal with. He went above and beyond what was required for the job and his contribution to the project was just what we required."⭐️⭐️⭐️⭐️⭐️
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Due Diligence
    Cash Flow Analysis
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Model
    Financial Reporting
    Financial Statement
    Business Valuation
    Real Estate Financial Modeling
    Company Valuation
    Financial Analysis
    Financial Analysis & Valuation
    Financial Projection
    Financial Modeling
  • $125 hourly

    • 4.9/5
    • (359 jobs)
    Let me help you unlock business opportunities and growth (💲millions) and sell to the likes of Disney, Pfizer, Uber, Siemens, Google, PWC, and so on. In the B2B space, you need Security, Privacy, and Compliance to sell to Enterprises! You focus on the business, and I'll take care of security, privacy, and compliance. Sleep well overnight because you know you are in good hands with the 🥇 Upwork virtual CISO, Security, Privacy, and Compliance consultant (1M+ earnings, 20+ years of enterprise experience)! CEO selling to Morgan Stanley: 🥂"The certification is enabling us to strike a deal with a Fortune 100 client." CEO selling to Philips: 🍾 "We have achieved the ISO 27001:2022 certification in record time." CEO selling to Pepsi:🎉 "Attila supported the growth of our business into Fortune 100 accounts." COO selling to Fannie Mae:👏 "We achieved a successful SOC 2 Type II attestation with no exception." 💭Securing your business, passing security assessments by clients or prospects, and achieving a security certification 𝙨𝙝𝙤𝙪𝙡𝙙 𝙣𝙤𝙩 𝙗𝙚 𝙖 𝙘𝙪𝙢𝙗𝙚𝙧𝙨𝙤𝙢𝙚 𝙖𝙣𝙙 𝙥𝙖𝙞𝙣𝙛𝙪𝙡 𝙚𝙭𝙚𝙧𝙘𝙞𝙨𝙚. 👌 All you need to do is ping me on Upwork, bring your problem, and after a 15-minute scoping call, I will provide you with a detailed Scope of Work. Specialized in business-to-business clients, providing 💸money-back guaranteed💸 ISO 27001, SOC 2, GDPR, HIPAA, PCI-DSS, CMMC, and FedRAMP projects and affordable virtual CISO (vCISO) services. ----> If you don’t get certified, all my fees will be refunded! <---- We are a good match if you are: 😢Busy developing your product or business and don’t have time and resources to be consumed by compliance efforts and endless meetings, halting your production for months 🤔Already purchased a DIY compliance tool (Drata, Vanta, Thoropass/HeyLaika, Sprinto, Tugboat Logic, SecureFrame, Strike Graph, Audit Board, Trust Cloud, and so on) but 𝙙𝙤𝙣’𝙩 𝙠𝙣𝙤𝙬 𝙩𝙝𝙚 𝙣𝙚𝙭𝙩 𝙨𝙩𝙚𝙥 𝙤𝙧 𝙙𝙤𝙣’𝙩 𝙝𝙖𝙫𝙚 𝙩𝙞𝙢𝙚. 😢You quickly need quick security or privacy awareness training, cloud security posture assessment (AWS, GCP, Azure), endpoint security (MS 365 - Intune, Jumpcloud, Google Workspace), or penetration testing? 💪Want to decrease your sale cycle by being compliant and having all the answers for the security and privacy questionnaires? 💪Facing challenges with the security and privacy implications of AI products? 💪Want continuous access to a certified, creditable security, compliance, and privacy professional to manage your security framework? -> Continous virtual CISO (vCISO / fractional CISO) service with affordable weekly payments! 😟Need world-class, battle-proof security and privacy policies and you need it quickly? The kind of ones that have passed audits by KMPG, Deloitte, E&Y, Pepsi, Uber, Verizon, Philips, Facebook, and many others. 💪You want problems to be solved by the BEST Working with me, you will: ● Stop struggling with compliance requirements, security questionnaires, or useless document templates. ● Make the first steps on the journey to selling Enterprises ● Receive turnkey, Enterprise-grade security operation framework ensuring long-term effectiveness ● Work with an experienced senior team (architects, pen testers, endpoint engineers, developers, auditors, consultants) that regularly helps clients score Enterprise accounts. My stats are: ✅Saved tens of thousands $$$$$ for clients, advising them on the right security tools, solutions, and approach ✅#1 in Information Security and IT compliance categories (1M+ earned) ✅Supporting all time zones ✅Long-term engagements ✅Professional certifications (CISA, CISSP, ISO 27001 IA) About the Security Consultants team: QUALITY over QUANTITY is our ethos. Excellent quality, on time, always. We only take on projects when we can deliver outstanding results. The team consists of (only) senior experts in AWS, Azure, GCP DevOps, SecOps, Penetration testing, Google Workspace, MS 365 Intune, AppSec, auditing, and compliance. Professional Integrity: We are strongly committed to moral and ethical principles and values, such as honesty, honor, responsibility, trustworthiness, and objectivity. What we look for in a new client: ● Open-minded, relaxed attitude ● Values integrity & long-term relationships ● Willing to accept advice and guidance (security is a complex niche) Security questionnaire and vendor assessment tools: CyberGRX, Panorays, KY3P (S&P, PWC), RSM, CyberVadis, SIG, SIG Lite, CAIQ, VAS, HECVAT, OneTrust, Graphite Connect, Centrl, Whistic, Process Unity Security/Compliance frameworks: ISO 27001, SOC 2, FedRAMP, NIST 800-53, NIST 800-171, NIST CSF, TISAX, HIPAA, HITRUST CSF, GDPR, NERC, ISO 27017, ISO 27018, CMMC, CMMI, TX-RAMP, StateRAMP, AZ-RAMP, NY DFS 23 / NYCRR Part 500, PCI-DSS, FFIEC, C5, ENISA, Center of Information Security (CIS) CSAT, IRAP, PIPEDA, ISO 42001
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Governance, Risk & Compliance Software
    Cloud Security Framework
    NIST Cybersecurity Framework
    Information Security Consultation
    GDPR
    Insurance & Risk Management
    ISO 27001
    SOC 2
    AI Security
    SOC 2 Report
    Information Security Audit
    Certified Information Systems Security Professional
    Information Security
    Cybersecurity Management
    Security Policies & Procedures Documentation
  • $129 hourly

    • 5.0/5
    • (149 jobs)
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Chartered Global Management Accountant
    Marketing Analytics
    Google Analytics
    Tableau
    Management Accounting
    Business Planning & Strategy
    Data Visualization
    Management Consulting
    Financial Modeling
    Business Cases
    Business Plan
    Business Analysis
    Financial Analysis
    Strategic Plan
  • $150 hourly

    • 5.0/5
    • (175 jobs)
    🏆 "Highly recommended A+++” I help business leaders and teams to define and achieve their business financial goals. We do this with CFO Reviewed Financials™ to develop plans and review progress. 🔜 Message me to discuss your project/needs. As a consulting CFO who offers fractional CFO retainer options, I focus on building and implementing financial models/plans that guide business leaders in growing their business, and I provide support as needed. Most often, I help to: 1⃣ secure funding, 2⃣ grow efficiently, and 3⃣ engineer an exit. ▶️ We start with CFO Reviewed Financials™, where I analyze up to 60 months of the company’s income statements, balance sheets, and statements of cash flows. If available, we compare the results against previous forecasts and budgets. Next, I record my observations and generate visualizations of the data. From this, I prepare a report sharing my key insights and recommendations, including key performance indicators as appropriate. To help achieve your business financial goals, we meet monthly to discuss your CFO Reviewed Financials™, new opportunities, and other developments; and to determine the proper changes to implement. To help define and track progress against these goals, I build a Comprehensive Financial Model™ to develop forecasts and adopt them as budgets. All of this is tracked in your customized Financial Management Plan. 🔜 If this aligns with your goals and needs, then let’s chat about what you’re working on and see how I might be able to help! My successes include: ✔ Secured $1 million pre-seed funding and co-founded innovation platform Ideator. ✔ Secured $500k seed round for medtech software startup 4D Healthware. ✔ Built the first financial model that enabled a healthcare payments company to raise $29.3 million in venture capital over four funding rounds. ✔ Built the first financial model and supported negotiations for $1 million growth funding for an NIH backed biotech startup. ✔ Developed and landed supply chain funding strategies for adtech startup Promo Drone. ✔ Expanded multinational commercialization and closed $10 million seed funding for fintech Paybook/Syncfy. ✔ Led the capital raise process to secure $20 million in expansion funding for 3D printer manufacturer UNIZ Technology. ✔ Turned around the financial operations and recalibrated growth for digital marketing agency O8. ✔ Turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit. ✔ Restructured corporate financing and increased net profit margin by 9%, ROA by 1%, and ROE by 11% for medical device distributor CITIZEN Healthcare. ✔ Improved financial reporting, planning, and analysis for a $15 million real estate services firm. ✔ Improved financial reporting, planning, and analysis for nationwide restoration services company HomeCleanse. ✔ Corrected financial reporting for a $130 million international distributor of consumer products. ✔ Strengthened financial management and led a $10 million private equity owned consumer products brand to profitability. ✔ Overhauled financial reporting and led a tax-free reorganization to save more than $250k in taxes and professional fees for a $25 million global ecommerce company. ✔ Cured statutory deficiencies and flipped a Swiss regulated payments company into a new US holding company. ✔ Built the financial model that enabled the IPO for American Brewing Company. ✔ Built the financial model and supported negotiations for the sale of an insurtech startup to a nationwide law firm. 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” – Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” – Parker Harris, Founder & President at Junto Global 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” – Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “His guidance has been invaluable as we scale, and he's been a great person to work with—always approachable and on point.” – Josh Leonardi, Co-Founder at BALTINI 🏆 “I can't imagine how my startup would have looked like without Jeremy being involved in every financial aspect of the company.” – Bishoy Mikhael, Founder and CEO of The Pay Holding Company My management consulting services include: ✴ Consulting CFO (hourly and project) ✴ Fractional CFO (retainer) ✴ Financial Modeling ✴ Forecasting & Budgeting ✴ Financial Planning & Analysis ✴ Financial Management ✴ Cash Management ✴ Management & Board Reporting ✴ Investor Presentations / Pitch Decks / Pitchbooks ✴ Fundraising Support ✴ Business Plans ✴ KPI Development ✴ Supply Chain Planning and Optimization ✴ Turnarounds ✴ Strategy Advisory ✴ Executive Coaching
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
  • $150 hourly

    • 4.5/5
    • (62 jobs)
    My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I have expertise with Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity, Family-Owned and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Demystify Amazon Business Central data and reports - Cohort analysis - Excel modeling - 3 statement econometric models - KPI development and reporting - Managing accounting and bookkeeping staff - Speedy Month-end close best practices - Big Data trend analysis - Reporting gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimizing QuickBooks - Full role fractional CFO or Controller
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Cost Variance Analysis
    Amazon FBA
    Pricing Strategy Consulting
    Cash Flow Modeling
    Financial Reporting
    Microsoft Power BI
    Shopify
    Inventory Management
    SaaS
    CRM Automation
    ERP Software
    Data Analysis Expressions
    Accounting Software
    Financial Analysis
    Accounting Principles & Practices
  • $20 hourly

    • 4.8/5
    • (8 jobs)
    I am a Strategy Specialist as well as Risk Analyst based on my 6 years of working experience. I have developed organization wide strategy using balanced scorecard as a tool and aligned the whole organization towards it. I have also worked as Operational Risk Analyst and Credit Risk Analyst; hence, I know how to review and study the data, policies, operations and working manuals from risk perspective. In addition, my educational background and research projects have enabled the financial analysis, statistical modeling and business management skills.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Project Risk Management
    Business Analysis
    Strategy
    Feasibility Study
    Arts & Culture
    Editing & Proofreading
    Financial Modeling
    Financial Management
    Statistical Analysis
    Data Analysis
  • $175 hourly

    • 4.9/5
    • (48 jobs)
    Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Financial Modeling
    Financial Writing
    Budget Management
  • $200 hourly

    • 4.8/5
    • (62 jobs)
    Raised over $25M in venture capital, grown teams from 2 to 50 people, and grown revenue from thousands to $20M a year. Recently helped sell Paperspace to Digital Ocean for $111M. CFO level experience in finance, operations and management at growing startups with investment banking, financial services, private equity, and fundraising experience. Driven, detail-oriented, and open-minded.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Financial Presentation
    Pricing Strategy Consulting
    Venture Capital Consulting
    Corporate Finance
    Business Consulting
    Startup Consulting
    Corporate Strategy
    Financial Writing
    Fundraising
    Management Consulting
    Pitchbook
    Financial Modeling
    Financial Analysis
  • $135 hourly

    • 5.0/5
    • (18 jobs)
    You are trying to get your business to the next level, but without accountability and knowing your financial picture, the growth will be painful, and you will still do most of the work. Do you think that if you grow by 30% more than the prior year, you will be 30% better off? You might end up down 10% if someone isn’t watching the cash to make sure that the expenses required to fund that growth is covered by the increase in cash received, not just revenues. Many business owners think that all they need is some financial help, but the problem can often run deeper. Along with the skills to explain your financial statements to you, identify areas to improve efficiency, reduce costs, my background shows an ability to keep people on task and accountable. Finance consulting is an important function for every organization and includes weekly updates of metrics, financials and business processes. A management consultant who understands finance goes beyond the daily accounting needs to work as a partner to add its experience to all decisions — because all decisions have a financial element. The value of working with an experienced President/CEO, CFO and consultant is measured in dollars and peace of mind. The goal is to bring more clarity to your business, working with you to paint a clear picture of the future and hold people accountable for working toward the vision. Along the way, having someone ensuring that your decisions make financial sense also brings peace of mind — clarity. You should use me as the one to help implement the ideas, but the implementation is best when it is done in collaboration; guiding your employees to develop the standards to hold themselves accountable. Running a business is squishy because it's all about people. A conversation about your business will save both of us a lot of time. A phone call doesn't cost you anything; message me to set a time. Ready to help you move forward, Dan Hackett P.S. Hourly rates do not often make sense because helping a business is not task-oriented. Let's set a fixed fee to give you the certainty that you are getting value. Turn it off at any time.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Financial Modeling
    Corporate Strategy
    Pro Forma Statement
    Management Skills
    Business Coaching
    Management Consulting
  • $50 hourly

    • 4.9/5
    • (129 jobs)
    12+ years working experience in Accounting, Taxation and Auditing services. Worked in reputable CPA Firms (i.e. PwC) and listed company in Pakistan, Canada, and US. Possess a master’s degree in Commerce, Chartered Accountant from ICAEW (Member) and ACCA (Member) & ICMAP (Finalist). I am Network Member of Chartered Accountant’s Worldwide as well. I have helped organizations to perform budgeting, forecasting, and financial analysis to ensure profitability targets are met at minimum costs. Over the years have provided a wide variety of accounting services from full charge bookkeeping, payroll management, AR - accounts receivable, AP - accounts payable, auditing and business tax return preparation. I am Xero certified advisory, ProAdvisor of Quickbooks (QBO) and user of Oracle & SUN accounting software's. I can handle complete bookkeeping relating to real estate companies (including property management companies) and could assist in managing property funds efficiently. I have managed law firms accounting and trust account reconciliations within Quickbooks. I am Clio expert and have great experience of 3way reconciliations. Here is the service I'm going to serve you best: • Maintain a Chart of Accounts • Record financial transactions, including purchases, sales, receipts and payments into journals, on either cash or accrual basis of accounting; • Manage accounts payable, including vendor bill paying; (through Bill.com etc) • Manage payroll and assist management in budgeting and forecasting; • Manage accounts receivable; (i.e. Kolleno, Business Central, Oracle, QBO etc) • Perform bank reconciliations; • Post journal summaries into the general ledger at the period end; • Prepare the un-adjusted trial balance at the period end; And many more....
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Xero
    QuickBooks Online
    US Taxation
    Buildium
    PropertyWare
    AppFolio
    Real Estate Financial Modeling
    CPA
    Financial Analysis
    Real Estate
    Financial Accounting
    Intuit QuickBooks
    Bookkeeping
    Account Reconciliation
    Financial Report
    GAAP
    Financial Audit
    Bank Reconciliation
  • $175 hourly

    • 4.8/5
    • (63 jobs)
    Based in Dallas, TX. Eagle Scout and CFA charterholder. Find, grow & scale $1B+ businesses. I have been a strategic finance/investments/ops exec for 10Y+ at blue chip firms in VC/PE/investments where I sourced ideas/companies, helped build businesses/new products, led due diligence, and did transactions. I do pitches, models, valuations, GTM, M&A, and diligence since I typically do the same on each project in the past (100's of times). I worked for 2 billionaires & one of the top small cap investors in the US. Degrees: MBA from UNC, post-bac Wharton, BA University of Chicago. (#'s: saved CFO $300M+, 3K+ valuations passed audit, 3K+ companies due diligence, 120+ projects) Results: changed marketing strategy for $10B+ firm saved CFO $300-500M developed plans to build $1B+ businesses Why I'm different: "investor grade" & "owner-ready" I help investors & start-ups find, grow & scale $1B+ businesses (value, scale, & pitch them) I create world-class pitches/models/GTM/valuation for each project so I can help on yours I honed skills working with clients up to $500B+ & pitching 100's of times to tier 1 investors Former clients include: Goldman Sachs, T Rowe Price, CREF, Dodge & Cox, AB, and more Recent projects: Series C unicorn, $50-100M capital raises, $150M M&A, valuations $5B+ Former recommendations include: firm's that IPO'd (2021) Why you may love working with me (past clients loved I do 3 things): Meet tight deadlines, complex issues, and/or high impact Simplify the difficult, tell a great story and see what they miss Deliver turnkey, practical and/or audit-ready work timely & done well *ethics matter: paid introductions and guarantees are a regulatory issue (SEC & others) In the Words of My Clients: "Great work” & “impressive resume” – former Chief Accounting Officer of GE & GE Capital “Devon’s a wizard, he can do anything” – CFO of Series C unicorn fintech (revenue, M&A) “Wow, we didn’t think they’d be ready” – billionaire family PE office (national launch) "Hire Him" - Investment Committee Member of leading PE fund “Magic”…”this is kick***” – COO of $130M+ VC fund (valuation project) “Fantastic, thank you so much” – CEO SaaS ERP (M&A project; healthcare) “Great work” – former CIO of Wellcare (M&A project; potential deal partner) “Robust & very solid, really good work” – CEO/MD HC surgery center (fractional CFO) “Thank you so much” – Senior director of VC fund (C-suite transition, modeling training) “This is great” – CEO of healthcare tech (raising $5-10M) “This really helped” – CEO of incubator of $3.5B+ revenue firm (company launch) “Excellent” – CEO of seed fintech (pitch deck, business plan) "[we had] 0 audit questions" - 100+ assets of VC fund reviewed by auditors Capabilities: .....pitch decks, financial models, valuations, GTM/growth, advisory..... VC - early (pre-seed, seed, Series A, Series B) & late stage (Series C to F) - models/decks/GTM PE - growth equity & distressed/turnarounds (models, decks, pitches, term sheet, M&A) FP&A - scale businesses nationally, what if/feasibility/strategic decisions, & modeling for capital allocation, budgeting, forecasting, cash flow, go/no go recommendations M&A - CIM/CIP, leading deal diligence, PPA, earnings power analysis, modeling, memos Industries: Consumer - e-commerce/CPG/tier 1 suppliers Tech - SaaS/software/AI/ML/blockchain/big data Industrials - hardware technology, manufacturing HC - drugs/devices/diagnostics/therapeutics/precision medicine RE - commercial, residential, REIT (multi-family, healthcare, industrial, datacenter) Additional projects: Capital raising / fundraising (plan, pitch decks, models, valuation, memos) Growth consulting (GTM, growth hacking, pricing, market research) Fractional CFO Valuations for startups (409A) Valuations for funds (820) Past Companies: ADP - Fortune 250 Vanguard - $1 trillion+ assets Wells Fargo - Fortune 100 Schlumberger - Fortune 500 IHSMarkit (now S&P)
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Business Planning & Strategy
    Due Diligence
    Corporate Strategy
    Private Equity
    Venture Capital Consulting
    Investment Strategy
    Research & Strategy
    Startup Consulting
    Management Consulting
    Financial Analysis
    Project Finance
    Financial Modeling
    Consumer Research
  • $160 hourly

    • 5.0/5
    • (143 jobs)
    My core service offerings focus on fully supporting the accounting, finance and analytics needs of growing businesses. I work with companies to utilize financial and operational data to make informed decisions. If you need insights into what is going on with your business and developing a strategic plan for growth, then I can help. About Me: ● Possess a unique combination of accounting, financial analysis, and data visualization work experience. ● Hold a Masters of Accountancy degree and an active Certified Public Accountant license in Georgia ● Offer over 14 years of accounting experience and 8 years of data visualization development ● Serve as outsourced Controller to multiple businesses in the technology, hospitality/foodservice, retail, real estate, healthcare, service-based, non-profit, and manufacturing spaces ● Develop and publish over 100 executive level and operational Tableau dashboards using data from a variety of business areas and data sources Allow me to add value to your business by providing: ● Streamlined solutions to the accounting function which increase efficiency ● Oversight of your accounting activities to ensure separation of duties and enhance internal controls ● Data analytics services to help uncover trends and patterns to give you a competitive advantage ● Continuous monitoring of financial activities to identify irregularities and alert you to potential fraud ● Financial planning and analysis to help you discover the best course of action for the future I believe a picture is worth a thousand numbers and pride myself on creating easy to understand visuals that provide insights into the financial and operational activity of businesses. I am forward thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    VLOOKUP
    Financial Analysis
    CPA
    Bookkeeping
    Data Analysis
    Microsoft PowerPoint
    Tableau
    Microsoft Excel
    Data Visualization
    Google Sheets
    Intuit QuickBooks
  • $90 hourly

    • 4.9/5
    • (12 jobs)
    I am a highly accomplished and astute CFO with expertise in directing finance and operational management responsibilities within multimillion-dollar corporations. I am an analytical thinker with demonstrated success developing and executing sound financial strategy that creates growth, while at the same time increasing the operational efficiency of the Company. As such, I have been repeatedly promoted into senior leadership roles based on demonstrated success in developing and executing sound financial strategy and controls. I am a decisive leader with proven success maximizing revenue, creating cost savings, and identifying growth opportunities. I am skilled in developing budgets, financial models, variance tracking and other financial procedures that enable profitability goals to be achieved. Career Highlights: • Successful entrepreneur pioneering the launch and operation of two media advertising companies. • Successfully orchestrated the Initial Public Offering (IPO) for NBG Radio Network, Inc. • Instrumental in NBG Radio Network, Inc. being recognized as Portland Business Journal’s Top 100 Companies to work for in 2000 (#1). • Instrumental in GolfClubs.com, Inc. being recognized as Portland Business Journal’s fastest growing Company (#1) in Oregon in 2012. • Implemented a new production process at Matrix NV, LLC that increased production by over 200%. • Created a new pricing strategy at Precision Alchemy resulting in a gross margin increase of 22%. • Implemented policies and procedures at GolfClubs.com, Inc. that reduced inventory on hand by 50% while increasing sales by over 1,500%. • Successfully raised millions of dollars through debt, equity and traditional bank financing. Profit from my experience. Whether you are a start-up raising capital or a company looking to grow, my experience and expertise will accelerate your company success. If you want to take your company to the next level, contact me today.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Business Writing
    QuickBooks Online
    Fundraising
    Business Consulting
    Bookkeeping
    Budget Management
    Financial Statement
    Business Analysis
    Financial Modeling
  • $160 hourly

    • 5.0/5
    • (338 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $35 hourly

    • 4.6/5
    • (16 jobs)
    US CPA and a CA having 10+ years of accounting experience with Edible Arrangements (US based company), MNC Oil & Gas China Petroleum, Telecom VEON and others. Started career with KPMG. Proficient in mergers & acquisitions, cost reduction, accounting (US GAAP/ IFRSs), closing and reconciliations, treasury, US audits and attestation, tax planning, process improvement, and team management. Industry experience- Properties, Tech, Logistics, Franchise Accounting, Oil and Gas, and Telecom.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Financial Audit
    CPA
    Financial Analysis
    Pitchbook
    SEC Reporting
    Bookkeeping
    Mergers & Acquisitions
    Process Improvement
    Financial Reporting
    Due Diligence
    US Taxation
    Financial Management
    Budget Management
    GAAP
    Sarbanes-Oxley Act
  • $110 hourly

    • 5.0/5
    • (275 jobs)
    I'm a CFA Charterholder, (Chartered Financial Analyst - charter number #185489). I have created detailed, and connected financial models and BI dashboards for Fortune 500 companies. My list of clients includes public firms such as Sony, Medavail, Novo Nordisk, and Unilever. I'm ranked #99th in the world in the recent Financial Modeling World Cup (FMWC) competition. I have done my time as CFO in SaaS, Blockchain, E-commerce, Real Estate and Manufacturing companies. I have the necessary credentials to create 409A valuations, and expert valuation opinions for courts. I'm a modern Fractional CFO that can optimize your finance department, or create one from scratch. I have deep expertise in financial modeling, valuation, financial analysis, and data science. I have over 19 years of experience in finance in Canadian, US, Australian, Israeli and Italian companies. I've helped raise +$600 million in the last 19 years in debt and equity for real estate projects and startups. I'm well versed in advanced statistics, time series analysis, VBA, Google Scripts, R, Python, SQL, DAX, M, Excel Automation, SPSS, PowerBI, GDS, Dynamics 365 and more. The aim of all my skills is to optimize, automate, present and control your financial and analytical processes. My favorite quote is by Warren Buffett, who is my greatest inspiration: "Someone’s sitting in the shade today because someone planted a tree a long time ago." This quote summarizes my attitude towards financial management, and business.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Chartered Financial Analyst
    Economics
    JavaScript
    API Integration
    Visual Basic for Applications
    Looker Studio
    Budget Management
    Microsoft Power BI
    Blockchain
    SQL
    Real Estate Financial Modeling
    Data Science
    Investment Research
    Financial Modeling
    Financial Analysis
  • $40 hourly

    • 5.0/5
    • (25 jobs)
    Having certifications from the two largest Accounting Bodies of the world (AICPA, US - licensure pending, and ICAI, India), the professional is a young, energetic and aspiring service provider proficient in US GAAP, IFRS, and IFRS-based Accounting Standards. He has 5 years of experience in Financial Planning, Financial Controlling, Financial Management and Analysis, Financial Reporting, Taxation (US, India, International) and Management Accounting. He is currently serving a Netherlands-based HR start-up as its Fractional CFO, as well as a UK-based luxury fashion startup as its Head of Finance. What can you expect? -Immediate replies to questions and queries: available 10 hours a day (mainly UTC hours), Monday to Saturday -Accurate and cost-effective Strategic Financial Management, Financial Analysis, Accounting, Tax Planning and Preparation, and Financial Assignments (Financial Forecasts, Financial Modeling, Project Reports, and Investment Analysis) -Compliance with the Industry Best Practices, with an aim to customize the Financial Reports as per the Business (The professional has worked with clients belonging to varied industries-HR, Construction, Automobile Retail, IT Outsourcing, FinTech, Consumer Goods Manufacturing, Retail, and Financial Services Industries) -Availability post completion of the project: You may contact the professional any time even after the completion of the project for any queries or assistance. The professional hopes to create a long-term business relationship with you, helping you with anything and everything connected to Finance, Financial Accounting and Management Accounting.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Financial Planning
    US Taxation
    Financial Reporting
    International Taxation
    Bookkeeping
    Article Writing
    Cost Accounting
    Private Equity
    Financial Accounting
    Financial Audit
  • $150 hourly

    • 5.0/5
    • (88 jobs)
    Professional Summary 30 years of profitable business operations experience concerning US Government Prime and sub contracts. Author of FAR/DFAR compliance programs for owned companies and corporate clients. Subject matter expert in Prime contract/subcontract RFP responses/proposals, negotiation and audit for contracts subject to the Truthful Cost and Pricing Data Act (formerly TINA). Highlights • Applied cost accounting skills overseeing direct and indirect cost analysis • Commercial assertions and determinations for products and services • RFP/RFQ/RFI responses • Incurred Cost Proposal (ICP) submissions • Proposal support • Experienced in CPSR preparation, evaluation and post survey compliance programs • Experienced in DCAA audits of FFP w/EPA, Cost Plus and T&M contracts • Executive, management, consulting and training experience
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Contract Management
    Federal Acquisition Regulations
    Purchasing Management
    Financial Analysis
    Business Consulting
    Supply Chain Management
    Business Proposal Writing
    Proposal Writing
  • $250 hourly

    • 5.0/5
    • (11 jobs)
    🥇125+ executed mergers & acquisitions with a total transaction value of over $800M. 🥇11 + years specializing in small-medium size business acquisitions. 📝 Featured on #1 M&A podcast "M&A Talk" see episode "Financial Due Diligence – Why It’s Important to Prepare for the Sale of Your Company" on Spotify. 🥇 Managing Director of O'Connell Advisory Group a leading consulting firm specializing in M&A transaction advisory services. 📈 Capabilities: all aspects of M&A transactions, financial due diligence, buy and sell-side advisory, quality of earnings analysis, working capital analysis, financial models, valuations, strategic advisory, post-merger integration, fractional CFO services including financial planning and analysis (FP&A), and deal readiness. Top Clients: 💼Private Equity clients with Assets Under Management (AUM) of $3 billion + 💼Public and Privately Owned Corporations 💼Multinational and domestic 💼Investment Banks 💼Family Offices Sector Specialties: 💡Industrials - hardware technology, manufacturing 🛒Consumer - e-commerce 💰Financial services 👨‍🏫Professional services ✈️Transportation 🛍️Retail 📝Government contracting Top benefits noted by clients: 🎯Cost-effective access to experienced M&A professionals 🎯Financial models that bring clarity and confidence 🎯Ability to meet tight deadlines 🎯Personalized experience working with a seasoned professional 🎯Smoother transition from start-up to scale-up 📝NEXT STEP: I would be happy to talk to you about how I can assist you as a business owner or investor. Please send me a message and we can start the conversation. Reachable at (202) 556-0524‬ Regards, Patrick O’Connell, CPA Due Diligence Specialist | M&A Consultant | Founder/CEO oconnelladvisorygroup.com
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Financial Modeling
    Accounting Principles & Practices
    Equity Research & Analysis
    Market Research
    Company Valuation
    Mergers & Acquisitions
    Corporate Finance
    Strategic Plan
    Private Equity
    Capital Markets
    Due Diligence
    Financial Reporting
    CPA
    Financial Analysis
    Accounting
  • $77 hourly

    • 4.8/5
    • (78 jobs)
    A highly regarded & experienced consultant, fractional CFO, accountant, and bookkeeper for entrepreneurial and start-up businesses seeking rock-solid financial processes and reporting. Expert with a deep knowledge of business integration and AI automation resulting from experience in corporate accounting, bookkeeping, financial and operations analysis, auditing, payroll, human resources, and customer service. Effective in creating a positive and productive work environment focused on teamwork and mutual respect. Extremely proficient in developing procedures that reduce excessive spending, fine-tuning cash flow to free up the availability of funds, and capturing tax deductions.
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Business Development
    Third-Party Integration
    Business Consulting
    Financial Management
    Budget Planning
    Financial Consulting
    Investment Strategy
    Financial Policies & Procedures
    Google
    Financial Reporting
    Cash Flow Analysis
    Bookkeeping
    Intuit QuickBooks
    Accounts Receivable
    Accounts Payable
  • $25 hourly

    • 4.7/5
    • (12 jobs)
    Highly motivated and experienced professional, with experience in supervisory positions, seeking opportunities in career fields complimentary to my experience and expertise in project management, IT, customer service support and/or customer training and mentorship. Exceptional understanding of IT concepts, cyber security and/or project management. Expert knowledge of office automation software and hardware tools, to include the MS Office Suite.
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    Risk Assessment
    Gap Analysis
    Security Policies & Procedures Documentation
    IT Compliance Audit
    Content Writing
    Disaster Recovery Plan
    NIST SP 800-53
    Governance, Risk & Compliance Software
    Cybersecurity Management
    Resume Writing
    Company Policy
    Data Privacy
    Certified Information Systems Security Professional
    Information Security
    ISO 27001
    Tech & IT
  • $15 hourly

    • 4.8/5
    • (21 jobs)
    Certified Chartered Accountant along with other certified professional courses such as Certified Concurrent Auditor (CCA), Masters in Business and Finance (MBF), and Forensic audit and fraud detection (FAFD) from The Institute of chartered accountant of India (ICAI) with more than ten years of experience in the field of bookkeeping, taxation, financial planning, financial preparation, tax research, and tax returns I have excellent computer skills that include Microsoft Office Applications ( Excel, Word, PowerPoint), Microsoft Power-BI, QuickBooks Certified ProAdvisor. SKILLS AND ABILITY 1. ANALYTICAL AND TECHNICAL SKILLS * Strong numerical, analytical, problem-solving, and innovative capabilities. * High attention to detail, motivated, hardworking and flexible. * Strong curiosity to learn and desire to explore the best business practices. * Advanced in MS Office Applications ( Word, Excel, PowerPoint) and Excel-based reporting tools. * Experience in Internal Audit, Cash Audit, Payroll Audit, Debtors Ageing, and system testing. * Experience in cash flow management, trend analysis, preparing management reports, consolidated financial statements, bank covenant, reports, and file periodic tax returns. * Experience with migrating and implementing new accounting systems for several companies. * Experience in customer service, supplier relations, and human resources. COMMUNICATION SKILLS * Native fluency in English, Hindi, and Punjabi Language. * Able to integrate technology to communicate with the team members locally and globally. * Well-developed professional report writing, project presentation, and communication skills. LEADERSHIP * Experience in training and managing a team both locally and remotely. * Change management to a new multi-channel retail platform involving research, review and implementation of new software, systems, and processes. TEAMWORK * Able to work effectively and efficiently in a team within a high-pressure environment. * Able to build strong working relationships and cooperative networks with key stakeholders * A dedicated work ethic, demonstrating initiative to achieve team goals and deadlines ORGANIZATIONAL AND PLANNING SKILLS * Ability to multitask, prioritize and strategize to meet tight deadlines * Meticulous and detailed implementation skills. * Effective time management skills, achieving study, social, and work-life balance Besides, I have extensive financial statement experience. As an Auditor, I learned to adapt to new situations, programs, and people. I will do my best to make my services work for you. Treat Upwork as a free consultation. Get to know me, and feel free to ask me questions about your business via messaging and how I can help you. I look forward to speaking with you to see how we can assist each other to reach our business and life goals. Thank you CA. Dimpy Gupta (B.com, CCA, MBF, FAFD)
    vsuc_fltilesrefresh_TrophyIcon Enterprise Risk Management
    Sage 50cloud
    Account Reconciliation
    Xero
    Microsoft Power BI
    Financial Accounting
    Transaction Data Entry
    Bookkeeping
    Zoho Books
    Accounts Payable
    Accounts Receivable
    Bank Reconciliation
    Data Entry
    Microsoft Excel
    Intuit QuickBooks
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How do I hire a Enterprise Risk Management Freelancer on Upwork?

You can hire a Enterprise Risk Management Freelancer on Upwork in four simple steps:

  • Create a job post tailored to your Enterprise Risk Management Freelancer project scope. We’ll walk you through the process step by step.
  • Browse top Enterprise Risk Management Freelancer talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Enterprise Risk Management Freelancer profiles and interview.
  • Hire the right Enterprise Risk Management Freelancer for your project from Upwork, the world’s largest work marketplace.

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How much does it cost to hire a Enterprise Risk Management Freelancer?

Rates charged by Enterprise Risk Management Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Enterprise Risk Management Freelancer on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Enterprise Risk Management Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Enterprise Risk Management Freelancer team you need to succeed.

Can I hire a Enterprise Risk Management Freelancer within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Enterprise Risk Management Freelancer proposals within 24 hours of posting a job description.

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