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4.8/5
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  • $225 hourly
    • 5.0/5
    • (71 jobs)
    I am Founder and Managing Director of CP Consulting, a London-based market research and consulting firm, specialized in Financial Services. Before CP Consulting, I have previously worked in Bain & Company, Oliver Wyman, Lehman Brothers and Deutsche Bank. We offer our services via Upwork since October 2019 and have billed over $1mk+ since then. I have also achieved "Top Rated Plus" and "Expert Vetted" status. With over 25 years experience in management consulting and investment banking, my key strengths include corporate strategy, business development and new market entry, M&A, operational performance, innovation and technological implementation. I am actively involved in insurtech and fintech, having mentored innovative startups across Europe. I speak fluent English, Italian, Spanish and Portuguese. I hold a BA in Finance from Bocconi University in Milan, Italy and an MBA from the Wharton School at the University of Pennsylvania in Philadelphia, USA.
    Featured Skill Financial Plans
    Business Planning & Strategy
    Business Services
    Financial Planning
    Corporate Strategy
    Investment Banking
    Process Design
    Business Presentation
    Microsoft PowerPoint
    Microsoft Excel
    Resume Writing
    Business Plan
    Management Consulting
  • $90 hourly
    • 5.0/5
    • (133 jobs)
    I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.
    Featured Skill Financial Plans
    Investment Strategy
    Certified Financial Planner
    Real Estate Investment Assistance
    Personal Budgeting
    Investment Research
    Finance & Accounting
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $250 hourly
    • 5.0/5
    • (72 jobs)
    I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!
    Featured Skill Financial Plans
    Investment Research
    Certified Financial Planner
    Financial Planning
    Financial Analysis
  • $110 hourly
    • 5.0/5
    • (29 jobs)
    My eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team!
    Featured Skill Financial Plans
    Financial Planning
    Financial Analysis
    eMoney Advisor emX
    Insurance Policy Analysis
    Certified Financial Planner
    Financial Writing
    Regulatory Compliance
    Financial Modeling
    Data Entry
    Compliance
  • $65 hourly
    • 5.0/5
    • (21 jobs)
    Want to work with a finance professional who delivers SUPERB RESULTS? My analysis helped clients make informed decisions allocating over $1B+ into assets with highest ROI. Created financial forecasts, budgets, models & strategy that allowed to 5X the business in 2 years time. 🏆 10+ years experience building financial systems. 🥇Among top 3% performers on Upwork. 💎My clients are building high-value businesses and I help them to scale sustainably. Some of the achievements that I am proud of: ● Coca-Cola HBC “Helped to reduce yearly operating expenses by 12% and optimized CAPEX by $250k per year” ● Trilogy “Created automated budgeting & variance analysis processes/ workflow documents which served as a guideline for 100+ acquired business units”. ● “Built strategic business plan, cash flow forecasts & strong financial systems which allowed to achieve 30% targeted ARR growth rate” ● “Helped to identify which products to launch based on ROA and cash cycle, which allowed to effectively manage cash and increase net profit from 12% to 22%. I cannot help everybody, but we may be a great fit if you are thinking: ⚡ "I want to scale fast and sustainably" ⚡ "I want strong financial systems supporting my business’" ⚡ "I'm NOT a finance expert, but I want to make data-driven decisions" ⚡ "Last year we didn’t achieve our financial targets and I want to understand why" ⚡"I want to make sure my business doesn’t face cash flow issues" ⚡ "All seems to be great, except my business is not generating enough profit" Working with me, you will: ✅Stop struggling with understanding where your business stands - we perform financial health check of your business, pinpointing areas that need most attention ( 80/20 Pareto principle) ✅ Put your business on the right track by setting the finance strategy and business plan ✅ Have in place strong financial systems so you can scale confidently ✅ Receive up to date practical analysis and dashboards to keep track of business performance ✅ Find hidden gems to increase your market share and profitability ✅ Work with an experienced finance team to get the most of your business data What my clients say about me: ★"Excellent financial management expert with great enthusiasm, Venera has been very helpful in setting up our quickbooks and helping us manage through it." ★"Venera is insightful, proactive, and impactful. She was able to both improve our processes and to help both with reporting of current financial metrics and to improve forecasting and business planning. She helped us improve leaps and bounds through a short period of time, and was invaluable. I'd look forward to working with her again and highly recommend her." Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner and let’s take your business to the next level. -------------------------------- Expertise: Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP
    Featured Skill Financial Plans
    Accounting Principles & Practices
    Google Sheets
    Financial Analysis
    Corporate Finance
    Management Consulting
    Financial Planning
    Financial Modeling
    Management Accounting
    Microsoft Excel
    Financial Projection
    Financial Accounting
    Financial Report
  • $25 hourly
    • 4.5/5
    • (33 jobs)
    Let me help your startup get its numbers right so you can focus on what you love to do: growing and running your business. I will help you make strategic business decisions by giving you a clear financial view of your business through CFO-level services. • Specializes in financial reporting and analysis, cash flow management, forecasting, and accounting • CFO experience with US and Europe-based startups • Managed a finance outsourcing firm serving startups in Singapore, Australia, Malaysia, Indonesia and the Philippines • Worked for two of the Big 4 Accounting Firms - PricewaterhouseCoopers (PwC) and Ernst & Young (EY) • Shares the startup mindset, knows how to hustle and get things done, has a can-do attitude, and fun to work with • Certified Public Accountant (CPA) and graduated Cum Laude with my bachelor's degree in Accounting I love to establish and maintain a business relationship with my clients that is built on trust and respect. Let's work and grow together!
    Featured Skill Financial Plans
    Financial Modeling
    Bookkeeping
    Financial Analysis
    Xero
    Cost Accounting
    Financial Report
    Financial Accounting
    Financial Audit
    Tax Preparation
    Cash Flow Analysis
    Financial Projection
    Intuit QuickBooks
  • $28 hourly
    • 4.3/5
    • (308 jobs)
    🚀 Elevate Your Venture and aAccelerate Your Success with Tanji! Embark on a journey of financial transformation with a trusted partner with CPA+CFA and 10+ years experience in PE and VC who has been recognized by 300+ clients for his unparalleled expertise. Here's a glimpse into what awaits you: 🏆 Proven Track Record of Success ✅ Super fast delivery ✅ Work with 100% client satisfaction ✅ Over $200 million raised for 300+ startups, including successful IPO cases backed by heavyweight Ventures. ✅ Assisted 100+ investors in managing assets under management (AUM) ✅ Consistently ranked in the top 3% on Upwork worldwide, earning recognition from industry leaders and media giants. 🔥 Unrivaled Services, Unmatched Results 🔹 FOR ENTREPRENEURS: 🎯 Triple (3x) Your Capital Raised 🎯 Double the Speed of Round Closure 🎯 50% Savings in Fundraising Costs 👉 My Services for Entrepreneurs: ✅ Bespoke solutions ✅ Top investment-level Pitch Decks & Teasers ✅ Business plans ✅ Dynamic & Advanced financial models; ✅ Comprehensive market research and competitive analysis. Effortlessly manage your fundraising campaigns with my expert guidance, including equity crowdfunding support. 🔹 FOR INVESTORS: 🎯 Triple (3x) Your Deal Flow 🎯 Cut Due Diligence Costs by 60% 🎯 Accelerate Startup Assessment Reports by 2x 🎯 Access unparalleled M&A advisory, venture capital due diligence, financial modeling, and deal sourcing services. 🎯 Ensure your investments thrive with expertly crafted term sheet editing and analysis. 👉 My Services for Investors: ✅ Mergers and acquisition - M&A Advisory ✅ Due Diligence Services ✅ Financial Modeling analysis of deals ✅Valuation of deals ✅ Term Sheet Editing and Analysis ✅ Deal Sourcing 🔹 FRACTIONAL CFO SERVICES FOR STARTUPS AND SMEs- who need guidance in their early and rainy days or want to move their business forward : 🎯 Unlock Tier 1 grade CFO Services 🎯 Gain Expert Financial Guidance 🎯 Access to timeless Comprehensive solutions 👉 My Services as fractional CFO: ✅ Financial analysis and reporting ✅ Cash flow management ✅ Budgeting and forecasting ✅ Strategic planning ✅ Risk management ✅ Bookkeeping 🌟 Industry Expertise: Unlock tailored solutions crafted for your industry needs. With a diverse portfolio spanning: ✅ Real Estate ✅ Healthcare / BioTech ✅ E-Commerce ✅ FinTech / SaaS ✅ Consumer / CPG / Manufacturing ✅ Blockchain / Crypto ✅ Cybersecurity ✅ Oil and Gas / Solar ✅ EdTech ✅ Hospitality / Tourism ✅ Renewable Energy ✅ Fashion / Apparel ✅ Media / Entertainment ✅ Agriculture / Agri-Tech ✅ Telecommunications ✅ Automotive / Mobility Tap into specialized knowledge and experience to drive your business forward. 💎 Testimonials that Speak Volumes "My experience with Tanji and his team was nothing short of amazing. Highly recommended!" - Edtech Startup Founder "Tanji delivers unparalleled depth and coherence in their reports. Highly recommended!" - UK-based VC firm "Tanjiur stands apart from the rest by a mile. Truly exceptional!" - Game company CEO, raised $10M Series B "Tanjiur did it great! Very strong technically and excellent in communication. Could not recommend him more." - Tier 1 Investor "A brilliant CPA, on par with Ivy League drop-in CFOs. Where can find more people like Tanjilur? "- Electric Business CEO 📝 TAKE THE NEXT STEP !! Ready to unlock the full potential of your venture? Reach out today, and let's chart a course to your financial greatness together!
    Featured Skill Financial Plans
    Market Research
    Business Plan
    Financial Planning
    Financial Analysis
    Valuation
    Research & Strategy
    Startup Consulting
    Startup Company
    Company Valuation
    Private Equity
    Financial Modeling
    Forecasting
    Financial Report
  • $30 hourly
    • 5.0/5
    • (17 jobs)
    Hello and welcome! I'm a Chartered Accountant from the Institute of Chartered Accountants of Pakistan (ICAP) and a Top Rated Plus freelancer on Upwork with a passion for helping businesses grow and succeed. My expertise lies in financial modeling, business plans, and pitch decks, where I leverage my skills and experience to help clients achieve their goals. With over five years of experience in the finance industry, I have a proven track record of delivering high-quality work that has helped my clients to raise more than $8M+ through VCs and Angel Investors. Whether you're a startup looking for guidance on financial strategy or an established business in need of a comprehensive business plan, I have the skills and expertise to help you achieve your goals. When you work with me, you can expect clear communication, timely delivery, and a commitment to excellence. I pride myself on providing exceptional service and going above and beyond to ensure that my clients are satisfied with the results. Thank you for considering my services, and I look forward to the opportunity to work with you and help you achieve your business objectives. I specialize in the following: -Bookkeeping -Business Plans & Pitch Decks -Financial Modelling -Financial Statement (IFRS) -Financial Forecast & Projections -Business Valuation using various techniques (i.e. DCF, NAV, Revenue Multiple, EBITDA Multiple, IRR) -Virtual CFO or Finance Manager
    Featured Skill Financial Plans
    Microsoft Excel
    Google Sheets
    Financial Model
    Business Plan Writing
    Pitch Deck
    Business Plan
    Financial Report
    Financial Modeling
    Financial Planning
    Financial Projection
    Company Valuation
    Balance Sheet
    Management Accounting
    Accounting Principles & Practices
    Financial Analysis
  • $150 hourly
    • 4.5/5
    • (31 jobs)
    I am a Certified Accountant by profession with an Engineering background in Computer Science. My expertise is in the following areas: Setting up Internal Controls & policies, Financial modeling & its automation, Financial planning & analysis, Cashflow forecasting and management, Investment appraisal, Feasibility study, Business plans, Accounting finalization, Blockchain technology, Cryptocurrencies, Tokenomics etc. I am also great at Negotiations !
    Featured Skill Financial Plans
    Financial Planning
    Financial Policies & Procedures
    Market Research
    Internal Auditing
    Financial Modeling
    Management Accounting
    Business Plan
    FinTech Consulting
    Financial Management
    Blockchain
    Business IT Alignment
    Financial Analysis
    Cryptocurrency
    Financial Accounting
    Intuit QuickBooks
  • $80 hourly
    • 5.0/5
    • (26 jobs)
    Having certifications from the two largest Accounting Bodies of the world (AICPA, US 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.
    Featured Skill Financial Plans
    Financial Planning
    US Taxation
    Financial Reporting
    International Taxation
    Bookkeeping
    Article Writing
    Cost Accounting
    Private Equity
    Financial Accounting
    Financial Audit
  • $35 hourly
    • 5.0/5
    • (22 jobs)
    Work with a Top-Rated Fractional CFO and Expert Bookkeeper to Drive Sustainable Growth Are you looking to partner with a seasoned Fractional CFO who can execute and deliver results? I specialize in helping small to medium-sized business owners make informed financial decisions, optimizing both financial and non-financial resources for maximum ROI. By developing comprehensive financial forecasts and detailed budgets, I provide my clients with a clear vision for the future, highlighting how strategic decisions impact the financial health of their businesses. With 7+ years of experience in building robust financial systems and strategies, I’m proud to be among the top 3% performers on Upwork. My expertise lies in guiding businesses toward sustainable growth and profitability. We Are a Great Fit If You’re Thinking: • ⚡ “I want to scale my business sustainably.” • ⚡ “My business lacks key financial processes and controls.” • ⚡ “I’m ready to transition to a data-driven decision-making approach.” • ⚡ “My books show profits, but my cash flow is a constant struggle.” • ⚡ “I want to strategically plan for a successful exit in the next 3-5 years.” • ⚡ “Despite showing profits, I’m not satisfied with my compensation.” • ⚡ “I find it challenging to determine competitive and fair team salaries.” When You Work With Me, You Will: • ✅ Understand Your Financial Position: I conduct a thorough financial health check to identify key red flags and growth opportunities. • ✅ Design a Tailored Financial Strategy: If you don’t already have a business plan, I’ll help you create one and align it with your financial goals. • ✅ Build Reliable Financial Systems: Develop the infrastructure to scale confidently and track growth effectively. • ✅ Receive Real-Time Analysis and Dashboards: Stay updated with practical financial insights and business performance tracking. • ✅ Uncover Profit Opportunities: Discover hidden opportunities to increase market share and overall profitability. • ✅ Collaborate with an Expert Finance Team: Maximize the value of your financial data with a team that understands your business needs. Hear from Our Clients: Explore success stories from clients who have transformed their businesses with our services on YouTube. Just search “Celeste Advisors” for insightful feedback and testimonials. -------------------------------- Expertise: Coaching programs, IT Services, Consumer, Manufacturing, Ecommerce, CPG, FMCG, SaaS, Tech, Fintech. Financial Modeling, IFRS Accounting/Consulting (ACCA),Preparation & Analysis of Financial Statements, Dashboard Building, Cash flow management, Funding, Business Plan & Investor Presentations, Working Capital Management, Variance analysis for Operational Expenses, Capital Investment Project Analysis, Break-even analysis, Ratios Analysis, Performance Evaluation, Budgeting & Forecasting, Advanced Excel/ SAP ERP, Fathom, XERO, QBO, Wave, Tally ERP
    Featured Skill Financial Plans
    Financial Consulting
    Financial Accounting
    Cash Flow Modeling
    Business Consulting
    Strategic Plan
    Cost Management
    Financial Management
    Cash Flow Analysis
    Financial Report
    Forecasting
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $120 hourly
    • 5.0/5
    • (22 jobs)
    ☑️ Master-Degree Educated ☑️ Big-Bank Trained ☑️ 10+ Year Experienced Part Time CFO and Management Consultant, specialized in helping Small Enterprises and Startups improve their Strategy, Operations, and Financial Analysis. ✉️ Hyper Responsive | ⌚ Available Sun. - Thu. I've helped founders develop businesses ranging from private equity-funded SaaS companies, graphic design studios, medical supply distributors, social media management agencies, to specialized consultancies. My comprehensive approach is "strategy first" to ensure that my client's have a path forward that informs all other financial, operational, and regulatory work they need. Here Are Some Services I Provide: - Financial Management Advising - Financial Statement Creation - Profitability & Cash Flow Analysis - Projections/Forecasting & Financial Modeling - DCF Financial Analysis - Business Strategy Development & Mapping - Technology Implementation - Industry and Competitor Analysis - Regulatory Compliance Research & Advising DISCLAIMER: I cannot provide legal advice or act as a legal representative or counsel as part of regulatory compliance work
    Featured Skill Financial Plans
    Forecasting
    Business Research
    Startup Consulting
    Financial Statement
    Business Strategy
    Business Plan
    Pro Forma Statement
    Financial Projection
    Financial Analysis
    Financial Planning
    Financial Reporting
    Financial Modeling
    Cash Flow Analysis
    Industry Research
    Finance & Accounting
  • $150 hourly
    • 5.0/5
    • (10 jobs)
    Are you ready to put your company’s finances on auto-pilot and focus on scaling? I’m a fractional CFO with a proven track record of growing subscription-based and professional services companies. With deep expertise in financial strategy and operations, I help founders achieve financial clarity, stability, and scalability. 🌟 My clients trust me to deliver real, measurable results: ● "Felix guided us to a $15M raise, with rock-solid financials that left investors confident." ● "Thanks to Felix’s financial oversight, we’ve had our best year yet – all while keeping our finances on autopilot." ● "Felix is the financial backbone of our company, helping us scale sustainably and profitably." ⚡ I work with businesses that want: ● Effortless cash flow management and forecasting ● Investor-grade financials that secure funding fast ● Long-term scalability with financial systems that run themselves ● Expert CFO guidance tailored to subscription-based and professional services industries ● AI-driven tools that optimize cash flow management and financial forecasting ● Financial management for remote teams and global operations to ensure seamless scalability 🦄 Clients I work with: Founders and leadership teams in SaaS, Fintech, Edtech, and other subscription models Professional service firms focused on recurring revenue growth (I don’t work with eCommerce companies) By partnering with me, you will: ★ Remove the guesswork from cash flow management with seamless, automated financial processes ★ Prepare investor-ready financial models and forecasts that lead to raises of up to $15M ★ Focus on growth, knowing that your financial systems are built to scale with your business ★ Leverage AI and automation to streamline financial operations and maximize efficiency ★ Implement resilient strategies that withstand economic uncertainty and protect your business during market downturns Here’s what clients are saying: ✅ "We raised $10M thanks to Felix’s bulletproof financial forecasts." ✅ "With Felix managing our finances, we’re always ahead of the curve." ✅ "He’s been instrumental in helping us secure funding while maintaining a healthy cash flow." However, I’m selective about who I work with. I don’t partner with: ✗ Businesses without clear financial discipline or transparency ✗ Companies that aren’t subscription-based or in professional services ✗ E-commerce companies 🔢 Key Stats: ● Over $15M raised with my financial strategies ● 500+ financial plans and cash flow strategies built ● Deep expertise in SaaS, Fintech, Edtech, and Professional Services
    Featured Skill Financial Plans
    Fundraising
    Management Accounting
    Financial Planning
    Cash Flow Modeling
    Financial Modeling
    CPA
    Cost Accounting
    Financial Projection
    Cash Flow Analysis
    Financial Report
  • $80 hourly
    • 5.0/5
    • (4 jobs)
    As your part-time CFO, I provide high-impact financial leadership without the full-time commitment, helping businesses optimize their financial strategy, improve profitability, and drive sustainable growth. My services are tailored to meet your needs, ensuring that your company’s financial objectives are met with precision and expertise. Services offered: CFO Strategy & Planning - Business Roadmap & Long-Term Strategy Development - Market Entry & Growth Strategy Formulation - Turnaround & Restructuring Plans Financial Planning & Analysis - Budgeting & Projections - Business Analytics & Data Visualization - KPI Tracking & Dashboard Creation Demand and Inventory Planning - Streamlined Demand Forecasting - Optimized Inventory Management - Integrated Supply Chain Solutions - Advanced Tools and Reporting Accounting & Bookkeeping Solutions - Controller Services - Accounting Team Oversight - Inventory Accounting & Processes - Comprehensive Bookkeeping - Monthly Closing & Reports Strategic Advisory Services - Corporate Development & M&A Support - Exit Planning & Succession Strategy - Gap Analysis & Cost Reduction - System & Process Optimization Financial Systems & Software Support - QuickBooks - SAP Business One - Fathom HQ - Xero - Zoho - Rippling - Ramp.com - Bill.com Treasury Solutions - Cash Flow Management & Optimization - Working Capital Strategies - Liquidity & Funding Solutions - Debt & Capital Market Financing - Foreign Exchange Risk Management - Commodities Risk Management Let’s discuss how I can help your business achieve financial excellence. By partnering with me, you'll have access to executive-level financial leadership on a flexible, cost-effective basis.
    Featured Skill Financial Plans
    Forecasting
    Business Plan
    Intuit QuickBooks
    Insurance
    Financial Analysis
    Cash Flow Modeling
    Discounted Cash Flow
    Price & Quote Negotiation
    Contract Negotiation
    Risk Management
    Valuation
    Excel Macros
    Financial Planning
    Financial Modeling
  • $65 hourly
    • 5.0/5
    • (17 jobs)
    My goal is to help you track your income and expenses to create an accurate picture of your financial situation, spend in ways that set you up for your future, and feel good about your situation. I specialize in personal/family bookkeeping, small service-based business, and real estate bookkeeping. I have 3 years of experience working with families and small business owners to take ownership of their money, set and achieve money goals, and stay organized to always know what is going on.
    Featured Skill Financial Plans
    Account Reconciliation
    Financial Planning
    Financial Management
    Invoicing
    Financial Analysis
    Personal Budgeting
    QuickBooks Online
    Content Writing
    Financial Report
    Coaching
    Data Analysis
    Annual Report
    Bookkeeping
    Accounting Basics
    Microsoft Excel
    Intuit QuickBooks
  • $49 hourly
    • 5.0/5
    • (212 jobs)
    With experience from 200 completed projects, including helping a client successfully raise $1.4 million in funding through a custom financial model, I develop tailored financial solutions to meet your business needs. Whether you are a startup or an established company, I can translate your business idea into a comprehensive Excel model. What I Can Do for You: • Excel Financial Models: Transform your business concepts into dynamic models, whether top-down or bottom-up, based on your preference. • Business Valuation: Utilizing DCF, venture capital, and market comparables methods. • Investor Engagement: Help you capture investor interest by showcasing your business potential. • Ongoing Support: Beyond project completion, I offer continuous support to ensure the models meet your evolving business needs. • Integration with QuickBooks/Xero: Integration of your accounting data for continuous rolling forecasts. My Approach: • Listening and Understanding: I start by understanding your business model and goals, ensuring that every aspect is captured in the financial model. • Dynamic and Custom Solutions: I create advanced, dynamic models to solve your specific challenges. Test all kinds of scenarios by editing simple inputs and review results with dynamic dashboards. • Diverse Sector Experience: From macadamia nut farming to hardware-as-a-service, I have worked with a variety of industries, providing tailored financial insights. The key goal is to develop the optimal solution for you. Since every company and business is unique, my focus is on actively listening to you. By understanding each aspect of your company and every objective you have, I can develop a clear path to achieve them. Let's collaborate to drive your business to success! Here’s what my clients have to say: • “Nemanja is all around terrific. He works super fast, is super responsive, and is super creative. No mistakes ever. He helped us build a very complicated integrated financial model... Nemanja is one of the top 1% modelers I have worked with in the last 20 years.” – E-commerce Startup Founder, Ex-Investment Banker • “Nemanja worked closely with me to create an advanced financial forecast on Excel... I pitched several investors and successfully received commitment for tens of thousands of dollars in angel investment!” – Startup Founder
    Featured Skill Financial Plans
    Valuation
    Forecasting
    Startup Company
    Financial Analysis
    Financial Analysis & Valuation
    Startup Consulting
    Cash Flow Modeling
    Cash Flow Analysis
    Business Modeling
    Financial Modeling
    Financial Planning
    Company Valuation
    Pro Forma Statement
    Financial Report
  • $40 hourly
    • 4.6/5
    • (42 jobs)
    ⭐⭐⭐⭐⭐"Eric is a life safer! Accounts payable using Quickbooks Online was passed on to me when our bookkeeper quit. I had very little training. After months of trying to figure it out on my own, I discovered Eric and he has been a life saver! He helped me to understand the big picture of QBO; how to correct my mistakes; how to understand reports, etc. He also helped me to better utilize Excel. He is very patient, kind, and explains things really well. I already recommended him to a friend who is trying to figure out QBO. " - Debbie E, Church of Christ I am a finance professional that helps small business owners learn and understand their business finances to take actionable steps towards more profits. Here's I can help: ✅ Establish the initial set up of Quickbooks Online (QBO), complete a catch up of your QBO, or build monthly process for the keeping up of your monthly bookkeeping. ✅ Help you select the best Apps and QBO integrations to optimize your accounting processes. ✅ Provide a look into your current and future cash flows through a planning forecast. ✅ Build a target budget and plan your profits. ✅ Help teach you the minimum required info to use Quickbooks Online. My simple three step onboarding: 1) Add me as an Accountant user to your Quickbooks Online account. 2) Provide read-only access to your bank(s), credit card(s), and any existing loan statements 3) I clean up, catch up, and set up your books so you don't have to worry about your numbers. I have been working with Quickbooks since 2018 and have my Pro Advisor certification for Quickbooks Online. If you think we are a good fit, the next step is to send me a message so we can hop on a quick call to chat about your project. And don't worry - there's no obligation to get involved, it's merely to confirm/validate if we'd be great for each other. Looking forward to connecting!
    Featured Skill Financial Plans
    Budget Planning
    Forecasting
    Financial Analysis
    Financial Statement
    Accounts Payable Management
    QuickBooks Online
    Bookkeeping
    Bank Reconciliation
    Intuit QuickBooks
    Accounting
  • $150 hourly
    • 4.8/5
    • (30 jobs)
    With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.
    Featured Skill Financial Plans
    Financial Modeling
    Financial Planning
    Mergers & Acquisitions
    Financial Analysis
    Xero
    Budget Management
    Microsoft Excel
    Accounting
    Financial Projection
    Intuit QuickBooks
  • $135 hourly
    • 4.4/5
    • (77 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
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  • $79 hourly
    • 4.9/5
    • (50 jobs)
    ✅Are you struggling to drive stellar Profits, Cash flows, and Growth for your business?, Look no further, Let's build a data-driven financial system to support decision-making to scale your Business to the next level. An experienced CFO with 16+ years of experience and highly recommended feedback by clients! ✅Systematic approach to add Excellent Value to your Business: ✔Implement Strategic Business & Financial Analysis to build a data-driven financial system; ✔Then a detailed report with findings & recommendations will be presented to CEO/Founders to see the weak areas, risks, Profit Potential and Growth Potential; ✔Then Implement Strategic Financial Plans to foster Short-Term, Medium-Term and Long-Term growth; ✔Then Implement Business as well as Financial KPIs(ROAS, CAC, CPC, CTR, CVR, MRR/ARR, CLV/LTV, ROI, ROE, IRR) to keep control over Business Performance and Sustainable Profit; ✔Then Creation of optimal capital and operational budgets to ensure short and long-term business Growth, Profit & Cashflows to be Sustainable; ✔Then Dynamic Dashboard that insights into your company's future outlook. ✔Then Development of groups of businesses to generate maximum returns while mitigating risks. ✔Then Crafting of optimum production and sales plans to boost profits with existing resources. ✔Then Break-even and cost-volume-profit (CVP) analysis to boost profitability. ✔Implementation the best strategies for working capital management to minimize financing costs. ✔Optimization of capital structure to reduce financing expenses and enhance returns. ✔Business analysis to identify and eliminate inefficiencies, saving your business from potential losses. ✔Business reengineering to eliminate inefficiencies and establish continuous monitoring systems. ✔Development of new standard operating procedures to add value and enhance controls. ✔Budgeted cash flow management to ensure efficient fund allocation and save up to 50% on financing costs. ✔Product costing, forecasting, budgeting, and variance analysis to minimize business expenses by 20-30%. ✔Optimal Cash Operating Cycle management to reduce financing costs by up to 50%. ✔Capital raising strategies utilizing long-term and short-term financing resources. ✔Investment appraisal using ROI, IRR, NPV, and Payback methods to drive rational decision-making for capital expenditures. ✔Investment strategies that identify and build the best business segments, projects, and products. ✔Business valuation for mergers and acquisitions to leverage economies of scope and scale. ✔Strategic business planning to propel your company to the next level. ✔Expertise in accounting, tax planning, audit, and financial management to ensure sustainable profits. ✔Financial dashboard implementation to effectively manage key financial indicators. ✔Risk management strategies for long-term business sustainability. ✔Application of IFRS and GAAPs for accurate accounting and preparation of financial statements. ✅ Served the following Industries: E-commerce, SAAS, Health Care(Clinics Network), Digital Marketing, Renewable Energy(Solar and Wind), FMCG, Blockchain, Cryptocurrency, Web3.0, Retail Business, Fashion and apparel, Real Estate, PropTech, Construction, Architecture/Interior Design Services, Artificial Intelligence, Cleaning Company, Fintech, MedTech, EdTech, Tech Startups, Logistics, Food & Beverages and Multinational Corporations with annual revenues ranging from $10 million to $1 billion, I bring a wealth of financial and operational acumen to the table. ✅Why Choose Me? ✅ An experienced CFO with 16 years of Experience with the transformative power of strategic financial planning and management, your ultimate CFO partner. Elevate your business to new heights and unlock its true potential with my expertise and passion for strategic insights with strategic CFO services. ✅Fundraising: Raised over $365m As a strategic CFO, I have successfully raised a staggering $365 million for pre-seed to series C startups and scale-ups, propelling them toward remarkable growth and eventual exit. My track record speaks volumes about my ability to implement effective business metrics and key performance indicators (KPIs), ensuring your progress aligns with funding milestones like series A, B, and beyond. Choose me as your strategic CFO, my expertise will take your business to unprecedented heights. ✅How to get work done? 1. Send me an offer(Hourly Rate/Fixed rate) to start work OR 2. Send me a direct message to discuss the scope of work OR 3. Send me an invitation to get a detailed proposal OR 4. Book 30 minutes Consultation OR 5. Buy a service from my catalog as per your business needs.
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  • $35 hourly
    • 5.0/5
    • (55 jobs)
    Are you looking for an Accountant & Financial and Administrative expert in preparing Feasibility Studies, Financial modeling, Evaluating project indicators, and professional Financial Reports? I am here to help! Services I Provide: ✅ Preparation of Financial Statements (Profit and Loss, Balance Sheet, Cash flow) ✅ Preparing Financial modeling for all projects (industrial - E-commerce - Real estate - SaaS -FinTech - Fashion- Shops & Platforms - Renewable Energy - Hospitality & Hotels ...etc.) ✅ Financial Analysis ( Liquidity - Activity- Leverage - Performance - Valuation ) ✅ IF you are looking for an experienced Bookkeeper & Financial Consultant for Bookkeeping, Accounting, work in more Accounting software cloud, then you are at right place. ✅ Calculation of financial indicators for project evaluation including NPV, WACC, IRR, MIRR, Payback period. ✅ Preparing feasibility studies at all stages (exploratory study - marketing study - technical and engineering study - financial study - financial analysis - sensitivity analysis). ✅ I will help you create a robust financial model for your startup or existing business. A flexible, accurate, well-structured, and timely financial model is what you should expect from me. ✅ I am skilled in financial modeling, automation, and the creation of easy-to-use and high-quality spreadsheets. Qualifications: 🔷 Master's degree in Accounting and Finance 🔷 Certified Certificate in Financial Analysis and Financial Modeling I am ready to start your work now. Confirm your order
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  • $50 hourly
    • 4.7/5
    • (257 jobs)
    I helped 250+ clients with; ✅ Pitch Deck ✅ Financial Model ✅ Valuation ✅ Business Plan ✅ Confidential Information Memorandum ✅ Fundraising ✅ M&A ✅ Tokenomics My process is simple, fast, and interactive. It takes max a week and delivers amazing results! ⏩ Message me to get started!
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  • $175 hourly
    • 4.8/5
    • (104 jobs)
    I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.
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  • $125 hourly
    • 5.0/5
    • (369 jobs)
    🏆 Chartered Financial Modeler | Real-Estate & Corporate FP&A Specialist | 500+ models built Need an investor-ready model or automated reporting suite that saves 20+ hours every month? I’m Ilyas Anis (CFM, AFM, FMVA, CMA, ACA)—Top-Rated Plus on Upwork with 8 600+ hours and 100% JSS . I turn raw numbers into dashboards, valuations, and insights that close rounds and drive strategy. ✅ What I Deliver • Bullet-proof Financial Models (500+ built) for real-estate, SaaS, CPG & high-growth startups—stress-tested for debt & equity raises. • End-to-End Reporting Automation in Google Sheets + Power BI that slashes manual work by >20 hrs/month and lets execs see KPIs in real time. • Scenario & Sensitivity Analyses (DCF, LBO, Monte Carlo) so you can answer “what if?” before investors ask. • Pitch-Ready Packs—dashboards, investor decks, cap tables—delivered in plain English, numbers locked tight. 🚀 Why Clients Trust Me • $300 M+ P&L managed at Chatime & Real Dairy Australia • Full-stack toolset: Excel/VBA, Sheets Apps Script, Power BI, QuickBooks, Xero, SAP. • Backed by 6 elite credentials & 13+ years in FP&A—compare to peers with CFA L3 or MBA tags . 🔄 Simple 3-Step Process 1. Discovery Call (free, 15 min) – scope, timeline, success metrics. 2. Draft & Iterate – first cut in 3 days; you comment live. 3. Finalize & Support – delivery, walkthrough, 14-day tweaks included. “Took my QuickBooks chaos and delivered a clean, investor-grade model in 3 days.” – Upwork client 📅 Let’s Talk Hit “Invite to Job” or drop a quick message. I’ll respond within 12 hours and, if we’re a fit, start modeling your success right away.
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  • $30 hourly
    • 5.0/5
    • (26 jobs)
    Economist from Fluminense Federal University, Brazil and Master in Business Administration and Finance from COPPEAD School of Business – Federal University of Rio de Janeiro, Brazil. I’m a CFA Program Participant, having passed Level I in August 2023, Level II in May 2024 and currently Level III candidate. Throughout my 13 years of experience working in the financial area, I have directly engaged in activities related to Corporate Finance and Financial Markets, as Portfolio Management, fundraising through capital markets, defining the optimal capital structure, modeling of the Balance Sheet, Income Statement, and Cash Flow, as well as multi-year budgeting, short and long-term cash flow projections, valuation, and M&A projects (investments and divestments). Education • CFA Institute (Chartered Financial Analyst) CFA Program Participant. Completed Level I in August 2023, Level II in May 2024 and currently Level III candidate. • Master Degree Business Administration – Focus in Finance, COPPEAD School of Business – Federal University of Rio de Janeiro (March 2014 – August 2016) - concluded. • Bachelor Economics – Fluminense Federal University (March 2008 - December 2011) – concluded. Languages Portuguese: Mother tongue English: Upper Intermediate (B2-C1 Certified by Oxford House College -Toronto – November 2023) Spanish: Basic. Professional Experience Sulamérica S/A (Rede D’or São Luiz since December 2022) – December 2015 – July 2023 (Largest player in the Brazilian Healthcare sector –Hospitals and Insurance Company) Financial Manager (July 2019 – July 2023) As a Financial Manager overseeing teams of 5 to 10 people, I held responsibility for the Investment Portfolio of the largest healthcare company in Brazil (approximately R$ 20 billion). I used to make investment decisions in conjunction with the SulAmerica's Asset Management firm, allocating assets across a diverse range of Equity, Fixed Income, and Multimarket funds and monitoring market risk using VaR, Stress and Loss Stop metrics. I also served as the lead for fundraising through issuances in the Brazilian capital market and bank credit summing up to R$ 3.4 billion. I have always maintained direct contact with the management, regularly submitting materials to the Board of Directors. Additionally, I participated in Investment Committee meetings at SulAmérica S/A, alongside directors and the majority shareholder. After the acquisition of SulAmérica by Rede D'or, I played a direct role in the integration between the companies with a focus on synergies and took on responsibility for the Investment Portfolio of the Rede D'or group. Other responsibilities in this role: • Managing Indebtedness and Company Rating • FP&A of Investment Portfolio • Asset Liability Management (ALM) • Short-term cash management • Fulfill of regulatory needs (Brazilian Regulatory Agency for Private Health Insurance and Plans, Superintendence of Private Insurance of Brazil, Central Bank of Brazil, Securities and Exchange of Brazil) • IFRS 9, IFRS 16 e IFRS 17 (discount rate) • Multi-year budget • Footnotes related to investment portfolio and indebtedness Investment Consultant (March 2018 – July 2019) • Debenture Issuance of R$ 700 million • Relationship with rating companies; • Implement of Capital Plan (capital structure) • Long-term forecast of financial results Senior Financial Analyst (December 2015 – March 2018) • Cash Flow: actual x budget • Short- and Long-Term cash flow forecast • Equity transactions between companies of SulAmérica Group • Analysis of balance sheet, income statement and cash flow statement • Valuation • Cash Flow budget • Support on M&As projects • Implement of minimum cash rules CR2 Empreendimentos Imobiliários S/A – May 2010 – January 2014 (Real Estate Company) Investor Relations and Financial Planning Analyst (May 2010 – May 2012 as an Intern and May 2013 – January 2014 as an Analyst) • Forecast of balance sheet, income statement and cash flow statement • Economic feasibility studies • Earnings Release and footnotes • Managing of American Depositary Receipts • Relationship with shareholders and partners Treasury Analyst (May 2012 – May 2013) • Cash Management • Portfolio allocation • Equity transactions between companies of CR2 Group • Indebtedness management Opção Consultoria – June 2009 – May 2010 – Financial Consultant (Junior Firm of Economics from Universidade Federal Fluminense) Additional Information • English Course: Oxford House College, Toronto (Upper Intermediate); Cultura Inglesa and Corporate English (PROLEM – UFF) – Completed • CPA 20 Certification (Brazilian Association of Financial and Capital Market Entities) • Excel: Advanced • Bloomberg and Quantum Finance: Basic • Hyperion / Smart View / EPM Cloud • Accenture Risk Control • PeopleSoft
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  • $60 hourly
    • 4.9/5
    • (330 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
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  • $40 hourly
    • 5.0/5
    • (57 jobs)
    𝗙𝗼𝗿𝗺𝗲𝗿 𝗗𝗲𝗹𝗼𝗶𝘁𝘁𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁 with experience crafting compelling, high-impact strategies ⎯ that makes stakeholders say "yes". Need to communicate your business strategy with impact? I’ve worked in various industries, from giant institutions (BNP Paribas, Saudi PIF, Nordea, Dubai Government) to funded Silicon Valley startups. View my portfolio below or skim through alextapio.com to see my previous work. Let's connect! ——— Sounds interesting to you? 𝗛𝗲𝗿𝗲’𝘀 𝗵𝗼𝘄 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝗳𝘂𝗿𝘁𝗵𝗲𝗿: I’m Alex. Nice to meet you. Most of my clients choose to work with me because I give them clarity to their complex thinking pattern. I also have an eye on how to make your ideas look good on a slide. I previously worked with large financial institutions and multi-million government projects. I quit to start freelancing, and work on what I liked most: making slides. Over the years, I’ve had the opportunity to work with (and gain deep knowledge of) a number of interesting industries: • Silicon Valley AI start-ups, • Multi-million dollar incubators, • Banking middle management, • Cutting-edge SaaS companies, • Professional service providers, • International FMCG brands, • Sustainability-oriented companies, • eCommerce businesses, and even • Local travel agencies The CEO of a conglomerate group on their business plans I made, recently noted: 
“Alex is an incredibly reliable and knowledgeable professional. I requested a business plan, and what I received exceeded my expectations, it was outstanding!” 𝗪𝗵𝗲𝗻 𝘆𝗼𝘂 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸, 𝘆𝗼𝘂’𝗹𝗹 𝗿𝗲𝗰𝗲𝗶𝘃𝗲: - Corporate presentations that make managers nod in agreement, - Financial models that make stakeholders eyes light up in excitement, or - Business strategy that gives your board enthusiasm and enlightenment. I craft presentations, models and operational plans to deliver clear, persuasive messages aligned with your business goals. 𝗦𝗼𝘂𝗻𝗱 𝗹𝗶𝗸𝗲 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱? Looking forward to creating you fantastic-looking slides, or clear-cut financial models. Let me know if you want more info and I’ll send you a free proposal and virtual strategy call. Cheers, Alex PS - if you’re in a niche industry or you have unique requirements, still feel free to reach out. I enjoy working on new things.
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