Hire the Best Financial Plans Freelancers
in Canada

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Rajan S.

Montreal, Canada

$50/hr
4.8
130 jobs

Big Four consultant, Morgan Stanley, MBA, CFA Level 1. Working with Fortune 500 clients and startups across diverse sectors. I'm the person who turns the research into a decision. ✅ Who am I? - MBA Graduate from IIM Lucknow (FT-100) and Neoma BS, France, with an Engineering background - Successfully cleared the CFA Level 1 exam on the first attempt. - Experienced management consultant and successfully served clients across sectors. ✅ What can I do? ................................................................................. Management Consulting and Research Expert specializing in: -TAM, SAM, SOM - SWOT analysis - Competitor/Competitive assessment - Need-gap analysis - Go-to-Market strategy (GTM) - Entry modes - Revenue enhancement strategies - Business planning and strategy development - Feasibility analysis for new initiatives and projects - Due Diligence - Investment Analysis - Mergers & Acquisitions (M&A) - Risk Assessment - Financial Planning ✅ Utilizes: ........................................................................... -Market-line, Euromonitor, Statista, Gartner, SAGE, EMIS, Think Cell, and other industry-leading tools for insights and analysis -Data-driven decision-making approach for impactful presentations ✅ Services offered: Strategy and Planning: ............................................. Strategy, Strategic plan, Business plan, Growth strategy, Go-to-market, Business plans and long-term roadmaps, Strategy consultant, Business growth strategy, Market strategy, Operational plan, End-to-end business plan, Multi-stakeholder strategic plan, Market expansion consulting advisor, International expansion, Experience with APAC, US and Middle East Market Entry, Global strategy, Mission-driven consulting Market and Competitive Intelligence: ............................................ Market research, Market analysis and insights, Market sizing, Market scanning, Quantifying market opportunities, Customer insights, Customer preferences, Industry trends, Competitor strategies, Competitive advantage, Product differentiation, Competitor benchmark, Competitive analysis reports, Research, Need-gap analysis. Financial Modeling and Investment: .............................................. Financial modeling, Financial forecast model, Financial projections, Financial analysis, Forecasting, Projections, ROI, FCF projection, Valuation, Valuation analysis, Business valuation, Bracket DCF, Due diligence, Due diligence material for seed financing, fundraising strategy consultant, Cap table, Investment strategy, Investment analyst, Investment fund, Financial services, Financial appendix data, Executive summaries, Presentations, Investor ready business plan Delivery and Advisory: .......................................... Project management, Project rollout plans, Operational roadmap, Implementation, Organizational design, Business operations, Streamline operations, Process improvement, Process maps, SOPs, Delivering SOPs, Business delivery consultant. Tech and Domain Expertise: ......................................... AI and tech-driven strategy, AI strategy consultant, AI savvy consultant, FinTech strategy consultant, FinTech, AI platform, Mobile apps, SAS products, AI startup marketing plan, Construction business consultant, Real estate Sectors Include: .............................................. Engagements in sectors such as Edtech, Fintech, Agtech, Fitness, Agriculture, Automotive, Real Estate, Artificial Intelligence, Metals and Mining, Aerospace, Healthcare, IT, Renewable Energy, E-commerce, Consumer Electronics, Hospitality, Entertainment, Fashion and Apparel, Food and Beverage, Logistics and Supply Chain, Telecommunications, Biotechnology, Pharmaceutical, Gaming, Financial Services, Education, Environmental Sustainability, and Manufacturing. My adaptability and expertise also extend to Cybersecurity, Cloud Computing, Digital Marketing, Smart Cities, Internet of Things (IoT), SaaS, Blockchain, Cryptocurrency, ESG Initiatives, Circular Economy, Smart Manufacturing, Autonomous Vehicles, Insurtech, Proptech, Regtech, Supply Chain Resilience, Precision Agriculture, Personalized Medicine, Telehealth, Remote Work Solutions, Digital Transformation, Smart Homes, Urban Development, Green Buildings, Real Estate Investment, Sustainable Construction, and Infrastructure Development. I have a proven track record in multiple countries worldwide, offering a data-driven approach and customized strategies that cater to the unique needs of diverse industries. - Offering Consultation and Initial Calls. Get in Touch Today Thank you!

  • Strategy
  • Business Plan
  • Management Consulting
  • Marketing Strategy
  • Market Research
  • Qualitative Research
  • Market Analysis
  • Competitive Analysis
  • Audience Segmentation & Targeting
  • Financial Projection
  • Market Segmentation Research
  • PowerPoint Presentation
  • SWOT Analysis
  • Business Consulting
  • Pitch Deck
Nischala Reddy B.

Surrey, Canada

$60/hr
4.9
24 jobs

Featured Upwork Talent – Canada I have been featured by Upwork on multiple category hire pages as a Top-Listed Freelancer in Canada, including: Web Analytics Specialists – Canada Google Data Studio Specialists – British Columbia Business Analyst / Data Analytics categories A versatile individual, passionate writer, excellent communicator with core financial and analytical skills exhibiting deductive reasoning for problem-solving with 8+ years of corporate experience in Business Analysis, Product Management, Data Analytics and Management Consulting. Industry Experience – Fintech, Media Network, Digital Marketing, Financial Services, Lease Management, Supply Chain Management. I have had an opportunity to work with global companies like Barclays, Odessa and Ernst and Young (Consulting) in Business Analysis/Project Management and Consulting. I have worked for North American clients and my work as consultant included working with North American and European Markets as well. I can comfortably position myself as an eligible candidate with global exposure. Generative AI ✅ LLM Integration (e.g., ChatGPT 4.0, Claude, Gemini) ✅ Retrieval-Augmented Generation (RAG) Pipelines ✅ Prompt Engineering for Feature Design ✅ Vector Database Implementation (e.g., Pinecone, FAISS) ✅ Embedding Models & Similarity Search ✅ Semantic Search & Intelligent Query Routing ✅ Conversational UI/UX with Q&A Chat Interfaces ✅ Summarization and Document Parsing Features ✅ Evaluation Frameworks for LLM Accuracy and Relevance ✅ Use of OpenAI/Anthropic APIs in Production ✅ Fine-tuning and Model Selection Strategy ✅ Alignment of LLM Use Cases to Business Goals ✅ AI Feature Rollouts with Analytics Instrumentation ✅ Ethical AI Considerations & Guardrails ✅ Integration of LLMs into Scalable Product Architecture Product Management ✅Product Strategy and Product Design ✅ Product Roadmap Developement ✅ Software Development Lifecycle (SDLC) ✅ Agile Methodologies/Scrum/Kanban ✅ Requirement Gathering, BRD ✅ Documentation ✅ Business Process/requirement Analysis ✅ Design and Wire-framing ✅ User Stories ✅ Test Strategy/Planning ✅ JIRA and Confluence ✅ Market Research Project Management: ✅ Project Scheduling ✅ Velocity/Capacity Planning ✅ Daily Stand-ups, Daily triages, Retrospective Meetings ✅ Project Proposals, Scope Documents, Work Breakdown Structures, Project Reports ✅ Risk Mitigations and handling Escalations ✅ PM tools and Systems ✅ Delegation of Tasks ✅ Resource Planning ✅ Budgeting and Ad-hoc PM support Data Analytics/Power BI Specialist ✅ Extraction/Cleaning (ETL) ✅ Data Studio/Looker ✅ Amplititude Analytics ✅ AWS Redshift, Quickshift, Kinesis, Glue ✅ Google Analytics ✅ Azure ✅ Apps, SharePoint, Power Automate (Flow), Logic Apps ✅ Data Automation ✅ Dashboard development ✅ Microsoft Power BI ✅ Tableau Development ✅ Data Analysis ✅ Report Design and Visualisation ✅ Data Modelling and Design ✅ Statistical Modeling ✅ Python, R, ggplot2 ✅ SQL, SSIS, PostgreSQL, MySQL ✅ DAX ✅ Time series analysis

  • Google Analytics
  • Microsoft Power BI
  • Data Analytics
  • Looker Studio
  • Microsoft Power BI Data Visualization
  • Agile Software Development
  • Product Management
  • API Integration
  • Amplitude
  • ChatGPT
  • Generative AI
  • LLM Prompt Engineering
  • Automated Workflow
  • Product Development
  • Project Management
Ankush A.

Belleville, Canada

$50/hr
4.8
60 jobs

📣 𝗦𝗤𝗨𝗔𝗥𝗘𝗦𝗣𝗔𝗖𝗘 𝗪𝗘𝗕𝗦𝗜𝗧𝗘𝗦 𝗧𝗛𝗔𝗧 𝗗𝗥𝗜𝗩𝗘 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 (𝗖𝗨𝗥𝗥𝗘𝗡𝗧𝗟𝗬 𝗔𝗩𝗔𝗜𝗟𝗔𝗕𝗟𝗘) ✅ As a Top Rated Squarespace Web Designer , I help business grow with +𝟳𝟴% website traffic , +𝟲𝟱% more client enquiries , +𝟏𝟐𝟎% search visibility improvements , multiple first-page Google rankings and up to 𝟗𝟎% higher orders through SEO-driven UX and high-converting Squarespace websites. 🏆 𝗦𝗨𝗠𝗠𝗔𝗥𝗬 I help business owners create Squarespace websites that look professional and help their business grow. From design and user experience to SEO and conversions, every website I build is made to improve visibility, attract more visitors and turn them into enquiries or customers. I keep the process simple, smooth and focused on results , from idea to launch. And if your website needs more improvements after launch, I’ll continue working on it until you’re happy with the results. Your success is always my priority. 🎁 𝗘𝗫𝗖𝗟𝗨𝗦𝗜𝗩𝗘 𝗣𝗔𝗥𝗧𝗡𝗘𝗥 𝗕𝗘𝗡𝗘𝗙𝗜𝗧𝗦 As an Official Squarespace Gold Partner, my clients receive: ✔ 20% Discount on Annual Squarespace Plans ✔ Exclusive 6-Month Free Trial ✔ 30 Days Post-Launch Optimization & Performance Monitoring ✔ Priority Partner-Level Support ✔ Over 3 Years of Squarespace Expertise ✔ Unlimited Revisions on Fixed-Price Milestones , You Don’t Pay Until You Love It Need a website that looks professional and helps your business stand out online? I create custom Squarespace websites that are clean, easy to navigate, and designed around your business goals. From online stores to service websites and landing pages, I focus on building websites that connect with visitors and support your growth. I love working with good people and turning ideas into websites that feel clear, modern, and effective. 🌟 𝗣𝗘𝗧𝗘𝗥 𝗜𝗠𝗟𝗔𝗬 | 𝗧𝗥𝗨𝗦𝗧𝗘𝗗 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥 𝗥𝗘𝗟𝗔𝗧𝗜𝗢𝗡𝗦 & 𝗖𝗔𝗣𝗜𝗧𝗔𝗟 𝗜𝗡𝗧𝗥𝗢𝗗𝗨𝗖𝗧𝗜𝗢𝗡 𝗘𝗫𝗣𝗘𝗥𝗧 "Ankush did a great job incorporating and expanding on my vision for my website. He was very easy to work with and I'd highly recommend him for your next project." 🌟 𝗚𝗨𝗥𝗧𝗘𝗚 | 𝗢𝗪𝗡𝗘𝗥 𝗢𝗙 𝗔 𝗧𝗥𝗨𝗦𝗧𝗘𝗗 𝗙𝗔𝗠𝗜𝗟𝗬-𝗥𝗨𝗡 𝗖𝗛𝗜𝗟𝗗𝗖𝗔𝗥𝗘 𝗖𝗘𝗡𝗧𝗘𝗥 "Ankush did everything we asked for. And in a timely manner. We'd definitely work win him again if the need arises. He also gave assurance of helping for a period after the work was done in case there's any lingering issues - which is a welcome change from other freelancers. A++ all the way." 👇 𝗖𝗔𝗦𝗘 𝗦𝗧𝗨𝗗𝗜𝗘𝗦👇 👉 𝗕𝟮𝗕 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥 𝗥𝗘𝗟𝗔𝗧𝗜𝗢𝗡𝗦 𝗙𝗜𝗥𝗠 🔢Increased website traffic by 83% and boosted client inquiries by 65% after redesigning their Squarespace site with a corporate-grade UI, structured messaging, and SEO-focused architecture. 👉 𝗖𝗥𝗘𝗔𝗧𝗜𝗩𝗘 𝗣𝗛𝗢𝗧𝗢𝗚𝗥𝗔𝗣𝗛𝗬 𝗦𝗧𝗨𝗗𝗜𝗢 🔢Built a conversion-focused Squarespace website from scratch, improving visual hierarchy and CTAs, resulting in a 78% increase in website visits and engagement. 👉 𝗘-𝗖𝗢𝗠𝗠𝗘𝗥𝗖𝗘 𝗠𝗘𝗡’𝗦 𝗙𝗔𝗦𝗛𝗜𝗢𝗡 𝗕𝗥𝗔𝗡𝗗 🔢Redesigned product structure and implemented conversion-driven layouts, increasing website visits by 78% and boosting sales by 85%. 👉 𝗟𝗢𝗖𝗔𝗟 𝗙𝗟𝗢𝗥𝗔𝗟 𝗘-𝗖𝗢𝗠𝗠𝗘𝗥𝗖𝗘 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 🔢Developed a modern Squarespace e-commerce platform with optimized ordering and delivery flow, leading to a 90% increase in online orders and 65% growth in delivery requests. 👉 𝗕𝟮𝗕 𝗖𝗛𝗘𝗠𝗜𝗖𝗔𝗟 𝗠𝗔𝗡𝗨𝗙𝗔𝗖𝗧𝗨𝗥𝗜𝗡𝗚 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 🔢Built a clean, SEO-structured corporate website that improved global search presence and increased search visibility by 120%. ✅𝐖𝐇𝐀𝐓 𝐈 𝐇𝐄𝐋𝐏 𝐖𝐈𝐓𝐇 • Custom Squarespace Website Design (7.1 & Fluid Engine) • Squarespace Redesign & Performance Optimization • SEO-Structured Websites (On-Page SEO & Technical Setup) • Conversion-Focused Layouts & Landing Pages • E-commerce Store Setup & Optimization • Mobile Optimization & Speed Improvements • Custom CSS & HTML Enhancements • Squarespace Email Campaign Integration 💡 𝗪𝗛𝗬 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗖𝗛𝗢𝗢𝗦𝗘 𝗠𝗘: • Seamless process & transparent communication — every milestone is clearly defined and delivered on schedule. • Strategic insight + creative execution — every design choice is driven by measurable business results. • A true creative partner — not just a freelancer, but someone who helps you make smart, growth-focused decisions. • Proven track record — trusted by brands like The RV Ad Guy, Builder Development Group, Aquarian Queries and Finesse Consulting. 🔗 Ready for a website that not only looks stunning but drives real results? Send me a message or project invite , I typically respond within 24 hours with a few tailored ideas to help you move forward with clarity and confidence. Keywords: Squarespace Website Designer , Squarespace Designer , Toronto Based Website Designer , Top rated Squarespace Developer , UI/UX Design for Squarespace , Domain & CMS Migration , Strategic Web Design ,Squarespace 7.1 & Fluid Engine

  • Website
  • Squarespace
  • CSS
  • Web Design
  • Website Redesign
  • Ecommerce Website
  • Landing Page
  • Web Development
  • Ecommerce Website Development
  • Custom Web Design
  • Adaptive Web Design
  • Web Analytics
  • Website Migration
  • Website Content
  • Website Maintenance
Saif R.

Calgary, Canada

$20/hr
4.9
247 jobs

🏆 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 | ✅ 𝟏𝟎+ 𝐘𝐞𝐚𝐫𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 | ✅ 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐁𝐫𝐚𝐧𝐝 𝐈𝐝𝐞𝐧𝐭𝐢𝐭𝐲 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐫 I help founders and growing businesses build clear, strategic brand identities that translate into strong, consistent visual systems across web, packaging, and marketing. Most of the time, the real problem isn’t design, it’s clarity. Once positioning is clear, everything else becomes easier and more aligned. I usually work with brands that want to look contemporary, premium, intentional, and growth-focused. This includes startups, AI companies, coaches, consultants, wellness brands, tech products, supplements, agencies, financial services, ecommerce, education platforms, and modern service businesses. In simple terms, brands that care about perception and positioning, not just a logo. 𝑴𝒚 𝒘𝒐𝒓𝒌 𝒄𝒐𝒗𝒆𝒓𝒔: • 𝗕𝗿𝗮𝗻𝗱 𝗜𝗱𝗲𝗻𝘁𝗶𝘁𝘆 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 • 𝗣𝗮𝗰𝗸𝗮𝗴𝗶𝗻𝗴 𝗗𝗲𝘀𝗶𝗴𝗻 • 𝗪𝗲𝗯 𝗗𝗲𝘀𝗶𝗴𝗻 (𝗪𝗼𝗿𝗱𝗣𝗿𝗲𝘀𝘀 / 𝗦𝗵𝗼𝗽𝗶𝗳𝘆) • 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 & 𝗔𝗱 𝗖𝗿𝗲𝗮𝘁𝗶𝘃𝗲 • 𝗣𝗿𝗶𝗻𝘁 & 𝗕𝗿𝗮𝗻𝗱 𝗖𝗼𝗹𝗹𝗮𝘁𝗲𝗿𝗮𝗹 • 𝗔𝗜-𝗮𝘀𝘀𝗶𝘀𝘁𝗲𝗱 𝗱𝗲𝘀𝗶𝗴𝗻 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 𝘁𝗼 𝘀𝗽𝗲𝗲𝗱 𝘂𝗽 𝗶𝗱𝗲𝗮𝘁𝗶𝗼𝗻, 𝗲𝘅𝗽𝗹𝗼𝗿𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝘄𝗵𝗶𝗹𝗲 𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝘆 𝗵𝗶𝗴𝗵 𝑴𝒚 𝒑𝒓𝒐𝒄𝒆𝒔𝒔 𝒊𝒔 𝒔𝒊𝒎𝒑𝒍𝒆: clarity first → then design → then consistent execution across every touchpoint. If you need someone just to execute tasks, I’m probably not the right fit. But if you want a partner who can combine brand strategy, design execution, and modern AI-powered workflows to build a strong, scalable brand presence, we’ll work well together.

  • Graphic Design
  • Adobe Illustrator
  • Brand Identity & Guidelines
  • Packaging Design
  • Web Design
  • Brand Identity
  • Canva
  • Brand Identity Design
  • Visual Design
  • Branding & Marketing
  • Logo Design
  • Adobe Photoshop
  • Brand Design
  • Branding
  • Brand Strategy
  • Brand Guidelines
  • Print Design
  • Visual Identity
  • Brand Book Design
  • Corporate Brand Identity
Demi B.

Kamloops, Canada

$40/hr
5.0
3 jobs

Hello! I’m Demi Andrea, a seasoned content writer, public relations professional, and marketing strategist with over a decade of experience crafting compelling narratives that drive engagement and deliver results. Throughout my career, I’ve had the privilege of developing and executing innovative public relations and marketing strategies for premium brands like The Macallan, PepsiCo., Rocky Mountain Soap Company, Engel & Völkers, and Thompson Rivers University. My approach combines creativity with data-driven insights to ensure that every campaign resonates with its intended audience. I specialize in media relations, event management, content development, digital marketing, social media management, and creating impactful content across various platforms. Whether it’s advertising copy, blog posts, or guidebooks, my work reflects my passion for storytelling and elevating brands. After taking a brief pause to relocate, I’m back to freelancing and excited to collaborate with businesses looking to enhance their visibility and connect authentically with their audiences. I’m eager to help clients achieve their marketing and communication goals with strategic, results-driven solutions.

  • Public Relations
  • Digital Marketing
  • Brand Strategy
  • Social Media Management
  • Event Management
  • Copywriting
  • Google Ad Manager
  • SEO Strategy
  • Campaign Management
  • Media Relations
  • Content Creation
  • Data Analysis
  • Public Relations Strategy
  • Marketing Management
Adnan K.

Edmonton, Canada

$45/hr
4.8
107 jobs

⭐ Top 1% Rated on Upwork 📑 Senior Business Intelligence Architect | ERP & Revenue Reporting Specialist 📊 Data Analysis & Visualization | Power BI, Tableau, Looker BI Platform Specialist 💼 13+ Years of Experience Building Executive Dashboards, Forecasting Systems & Reconciled BI Models 🎯 MY OBJECTIVE My goal is to help organizations achieve digital maturity in data analysis and reporting by implementing a robust BI and Data Architecture that delivers actionable insights and measurable business impact. 🔥 Replace manual reports with automated executive dashboards 🔥 Build a centralized KPI reporting system 🔥 Improve revenue forecasting visibility 🔥 Integrate multiple business systems into a single reporting environment 🔥 Implement scalable Power BI, Tableau, or Looker BI architecture I help organizations transform fragmented ERP, CRM, financial, and marketing data into reconciled, executive-ready dashboards and fully automated reporting systems using Power BI, Tableau, and Looker. I would be glad to collaborate with you to design a reporting system that enables confident, data-driven decision-making. Whether you want to evaluate marketing performance, operational efficiency, sales pipeline visibility, or revenue analytics performance, I am here to help get started. 📑 CORE EXPERTISE As a Business Intelligence Architect and Data Analytics Consultant, I focus on designing reliable reporting infrastructures that support executive decision-making and operational clarity. ➕ Centralizing business reporting across ERP, CRM, marketing, and financial systems ➕ Designing scalable BI architectures using Star Schema and semantic layer modeling ➕ Implementing finance-grade reconciliation frameworks for accurate reporting ➕ Building KPI governance models and metric dictionaries ➕ Delivering executive dashboards with forecasting and performance monitoring logic ➕ Developing automated reporting systems that replace manual spreadsheets I help organizations establish a single source of truth where leadership teams can trust the data used to guide strategic decisions. 📊 BUSINESS DATA ANALYSIS My work focuses on building advanced analytics frameworks that enable organizations to track performance, forecast revenue, and monitor operational efficiency. Examples of analytical systems I develop include: ➕ Revenue and sales forecasting models ➕ Financial performance analysis (EBIT, GP%, margin analysis, budget vs actual) ➕ Sales pipeline and weighted forecast modeling ➕ Bookings vs revenue vs backlog reporting frameworks ➕ Capital allocation and funnel efficiency analysis ➕ KPI monitoring and predictive trend modeling These reporting systems help leadership teams clearly understand the relationship between pipeline activity, revenue genera 📑 BUSINESS INTELLIGENCE & DATA TOOLS Advanced expertise across modern Business Intelligence and analytics platforms that empower businesses to make informed, data-driven decisions. My expertise encompasses a comprehensive range of automated BI and Data Visualization tools, where I possess advanced skills to integrate, automate, and blend multiple data sources. Below is a list of the tools in which I have specialized proficiency, ➕ Power BI (Desktop, Service, Fabric, Advanced DAX Modeling) ➕ Tableau (Desktop, Server, Data Prep) ➕ Looker & LookML (Semantic Modeling) ➕ Looker Studio (data blends and joints) ➕ QlikView / Qlik Sense ➕ Domo, Zoho Analytics, Databox, Klipfolio In each platform, I have honed the ability to integrate, automate, and blend data from multiple sources, providing comprehensive and insightful analytical solutions. 🔗 DATA SOURCE INTEGRATION (70+ Data Platforms) Over the past decade, I have integrated and automated reporting across 70+ data sources spanning ERP systems, CRM platforms, financial software, marketing ecosystems, product analytics tools, and cloud data warehouses. My expertise extends to a robust array of Data Stack and Tools, enabling me to handle diverse datasets and extract meaningful insights effectively. I have worked extensively with systems that include: ➕ NetSuite (SuiteAnalytics Connect, NetSuite2, SuiteQL) ➕ Accounting/ERP platforms Xero, QuickBooks, MYOB, and others ➕ CRM platforms Salesforce, HubSpot, GoHighLevel, MSDynamics CRM, Copper CRM, and custom integrations ➕ Data/Modeling platforms BigQuery, Redshift, Azure Cloud, PostgreSQL ➕ REST APIs, automated data extraction pipelines, and custom SQL-based transformations ➕ Analytics platforms GA4, Adobe Analytics, Mixpanel, Meta Ads, Google Ads, LinkedIn Ads, TikTok Ads, and various attribution platforms My expertise also extends to advanced ETL and data automation tools, including: ➕ Supermetrics & Funnel – for scalable marketing intelligence aggregation ➕ Stitch & Fivetran – for structured data ingestion ➕ dbt labs – for transformation logic and analytics engineering ➕ Power BI Dataflows (including incremental refresh frameworks) ➕ Tableau Prep & custom dataflows, SQL transformations

  • Microsoft Power BI
  • Microsoft Power BI Development
  • Tableau
  • Looker
  • Looker Studio
  • Data Visualization
  • Data Integration
  • API Integration
  • ETL Pipeline
  • Business Analysis
  • Data Analysis
  • Marketing Analytics
  • Site Tracking Evaluation
  • Google Tag Manager
  • Salesforce CRM
  • NetSuite Development
  • Conversion Rate Optimization
  • Data Modeling
  • Business Intelligence
  • Forecasting

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