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  • $200 hourly

    • 5.0/5
    • (26 jobs)
    As a Certified Financial Planner and IRS Enrolled Agent, I am committed to empowering your financial journey through tax-efficient strategies that align perfectly with your financial goals. Hi there! Are you navigating the complexities of tax laws or looking for a comprehensive financial plan? I understand how daunting this can be and that's precisely where I can lend my expertise! With my dual certifications, I offer a multifaceted approach to investment strategy, tax preparation, financial planning, business optimization, and outsourced accounting services. I am prepared to dive into your unique situation, assess your financial landscape, and tailor a robust plan to your specific needs. My keen understanding of the investment, real estate, and small business sectors enables me to bring a unique, tax-focused perspective to portfolio optimization and business planning. I assure you, my comprehensive approach to financial planning and tax consulting will help you meet your financial objectives and maximize your after-tax income. To deliver top-notch financial planning and tax consulting services, I employ a meticulous seven-step process: 1. Gathering Quantitative and Qualitative Data: I delve deep into your financial situation and aspirations. 2. Identifying and Selecting Goals: We set clear, achievable financial goals tailored to your unique circumstances. 3. Evaluating Current Course of Action and Alternative Courses of Action: I thoroughly analyze your current financial strategy and explore potential alternatives. 4. Developing Planning Recommendations: I craft a personalized financial plan that aligns with your financial goals and tax situation. 5. Presenting Planning Recommendations: I discuss the proposed plan in detail to ensure you fully understand your financial roadmap. 6. Implementing Planning Recommendations, if desired: I help you put your financial plan into action. 7. Ongoing Support and Annual Reviews, if desired: I offer continuous support and regular reviews to ensure your plan remains effective and adaptive to any changes in your circumstances. Cayden W. McLaughlin, CFP, EA Tampa Tax Consulting, LLC (727) 408-0304 cayden@mytampataxpro.com
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Forecasting
    Financial Projection
    Financial Analysis
    Investment Strategy
    Investment Portfolio Review
    Financial Consulting
    Financial Statements Preparation
    Tax Law
    Corporate Tax
    Tax Strategy
    Certified Financial Planner
    Tax Preparation
    Certified Tax Preparer
    Financial Planning
    Tax Planning & Advisory
  • $80 hourly

    • 4.9/5
    • (12 jobs)
    Maximize your business's profitability and drive success with my decade of expertise in financial analysis and modeling. I have successfully helped numerous brands and retail businesses overcome challenges such as limited financial insights, uncertainty regarding profitability, pricing struggles, and difficulties with cost tracking. Let me create tailored financial models and provide data-driven insights that will empower you to make informed decisions and achieve your business goals. 📌 Are you grappling with these challenges? ❌ Limited critical financial insights affecting confident decision-making? ❌ Uncertainty surrounding profitability and cash flow? ❌ Struggles with setting competitive service prices while ensuring profitability? ❌ Challenges with precise cost tracking and profitability analysis across varied service offerings? 🔍 Here's what I offer: ✅ Clear insights into your financial landscape, bolstering informed decision-making. ✅ Comprehensive financial analysis and verification for unmatched accuracy. ✅ Customized financial models and data dashboards designed to sync seamlessly with the unique requirements of your service-focused business. ✅ A commitment to your business's success as a dedicated financial ally. 💼 With over a decade of experience in accounting, finance, and data analytics, I consistently deliver impactful insights. My specializations include financial modeling, data-driven decision-making, and software integrations. I have championed numerous major projects, including the consolidation of multi-entity financials and the launch of sophisticated data dashboards, all leading to more streamlined operations and growth for clients. 🌟 My unique offerings include: 1️⃣ Seamless integration of varied financial software, guaranteeing data accuracy and actionable insights. 2️⃣ Direct experience with multi-entity financial consolidation and cutting-edge data dashboard creation in PowerBI. 3️⃣ A proven legacy in financial modeling, forecasting, and strategy, enriched by a decade-long association with renowned institutions such as Merrill Lynch and Kroger Co. 🗣️ Feedback from clients: 📍 "Jedediah answered my complex questions thoroughly, often offering various methods, presenting me with valuable options." 📍 "We consistently make the right choice with Jed. He truly understands financial data and always finds ways to enhance our understanding of our data points. His professionalism assures us that collaborating with him on projects is a smart decision. We're eager to continue leveraging his expertise in the future." 📞 Ready to revolutionize your financial analysis and maximize profitability? Don't hesitate, book a consultation now! Keywords: Fractional CFO, Service Brands, Retail, Financial Analysis, Financial Modeling, Forecasting, Profitability, Data-Driven Insights, Cost Tracking,
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    Financial Planning
    Business Analysis
    Xero
    QuickBooks Online
    Forecasting
    Financial Modeling
    Financial Analysis
    Sage
    Oracle NetSuite
    Microsoft Excel
    Bank Reconciliation
    Accounting
    Chart of Accounts
  • $225 hourly

    • 4.9/5
    • (41 jobs)
    My number one priority is helping you optimize your business’ potential! I'll help you build better business processes, implement systems, and gain a greater understanding of the financial workings of your company. I have spent the last 15 years supporting companies with up to $100MM in revenue restructure accounting processes and policies to improve margins, reduce taxes, and build out intelligent financial information and reporting. As divisional controller for one of the largest power engineering firms in the country, I restructured accounting processes, designed and implemented accounting and PM platforms, and established comprehensive KPI reporting. All while improving margins during an explosive growth period. As a full time freelancer I've helped companies redesign their business processes, identify areas for improvement, provided complex financial analysis and developed comprehensive systems and dashboards for operations and KPI tracking. Services: - Outsourced CFO/Controller - Financial Modeling - KPI Reporting & Dashboards - Project Costing - Startup Consulting - General Accounting/US GAAP compliance - ERP System Implementation - Taxation Licenses: - Certified Management Accountant (CMA) - Certified Public Accountant (CPA)
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    Tax Strategy
    Process Improvement
    Management Accounting
    Financial Planning
    Accounts Receivable Management
    Project Accounting
    Financial Accounting
    Intuit QuickBooks
    Budget Management
    Financial Report
  • $100 hourly

    • 5.0/5
    • (1 job)
    Successfully completed 150+ Business Plans, Financial Forecasting, and Pitch Presentations. Resulted in securing over $125 million in VC capital and facilitating 50+ successful VC investments. *** MBA with solid knowledge in Startups, SaaS, FinTech's , Insurtech's , BlockChain, Artificial Intelligence, Retail & Real-Estate Investment Businesses *** 25+ years of experience in creating Business Plans, Startup Plans, Business Strategy, Feasibility Study, Investor Pitch Decks, Financial Projections (Financial Forecasting), Products & Services Pricing models, Services / Products specs/definitions, marketing strategies and plans, sales strategies and plans, and company & product launch plans. I’ll work with you “hand in hand” to develop your business strategies and write plans that provide positive results. Main services: • Service and product market assessment • Service and product pricing plan • Business Feasibility study • Business Plan • Marketing Strategy • Sales strategy • Business expansion strategy. • Financial forecasting • VC “Venture Capital” Pitch deck (based on a well-developed plan) • Branding ideas (Plus digital art / logo) • Value proposition • Vision & mission statements • Enhance your corporate business processes • Automate your corporate business processes • Provide IT related NDA and Non-Compete contracts (Plus more). • Write Job descriptions and help interview candidates • Feasibility study • Coach founders and management teams • Raising capital Some Major Accomplishments: • Fast food chain business: Successfully enhanced the chain business income, and stopped all losses, and increased the overall income by 125%! • IT Services business: Successfully audited the business plan for an IT business in Atlanta, GA and converted their monthly losses into pure profits! • Started an IT services company, and expanded the business globally “Digital Analytica Inc.” . • Founder and CEO of a software company in the Silicon Valley. Successfully closed major deals with FORTUNE 500 companies. Why me? • Successfully Started multiple IT related corporates in the Silicon Valley • Trusted by many well-known corporates, and currently serving as Technical Advisor to : The Phillips Group. • Successfully created analysis reports to top tier / Forture-500 corporations in the USA and UK. • Successfully created multiple business plans for multiple “Successful Startups” • Successfully created multiple feasibility Plans for multiple “Successful Startups” • Elected a Judge for the InsureTech Innovation Rewards. • Selected as a Speaker in the Startups domain in many Global events; such as: Seamless • MBA Graduate with an emphasis in Global Business Strategies.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Planning
    Financial Projection
    Pitch Deck
    Sales Strategy
    Business Coaching
    Management Consulting
    Business Plan
    Corporate Strategy
    Business Writing
    Brand Consulting
    Startup Consulting
    Financial Modeling
    Business Modeling
    Marketing Strategy
  • $80 hourly

    • 4.9/5
    • (20 jobs)
    (Total hours worked only shows hourly contracts, not hours dedicated in projects. Value/hour is discounted price) Business consultant and project finance expert., with over 20 years experience with startups and small businesses in an array of industries. Worked in consulting for Accenture and other multinational companies and startups. Focus areas: Small and Medium Enterprises & Start-ups in diverse industries. Project Finance: Strategically and operationally experienced project finance expert. I can assist you in linking strategy with operations and project finance. STRATEGY CONSULTANT: Strategic brainstorming & planning, product strategy, business model, financial modeling, company building, establishing objectives & key results (OKRs), and board of directors. FINANCIAL MODELLING: Every good strategy needs a sound financial model and forecast. I can deliver financial models that are scenario based and with dashboards for revenue, analysis, ROI, IRR, risk. I can assist you with planning, forecasting, and doing operating budgets, CAPEX, acquisition analysis, and pro formas. BRIEF BACKGROUND: Bachelor's degree in Business. Extensive experience with new business ventures, both as an employee and as an entrepreneur. Whether you are starting a business, planning on expanding to new lines of business, or need someone in the day-to-day operation, I have the necessary skillet and business acumen to accompany you throughout the process. Upwork rate is discounted, given lower rates generally offered in Upwork. Thank you.
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    Business Cases
    Startup Consulting
    Business Consulting
    Financial Projection
    Financial Management
    Business Management
    Financial Modeling
    Financial Planning
    Cash Flow Modeling
    Business Plan
    Process Design
  • $70 hourly

    • 4.9/5
    • (24 jobs)
    Greetings! My name is Ismael, and I specialize in crafting investor-focused business plans and financial models for entrepreneurs and startups. Whether you're an individual, founder, or organization seeking funding or guidance on how to grow forecasted profits, I'm here to help. My process starts with a complimentary interview to learn all about your business idea. From there, I conduct thorough market research using vetted sources to identify problems, solutions, and market opportunities. My strategically written documents include idea plans, growth plans, financial forecasts, and financial summary reports. If you have new and disruptive ideas, I'd love to work with you! Let's collaborate and make your business dreams a reality. Education My credentials include a BS in Biology from Nova Southeastern University, an MS in Biotechnology with a concentration in Business from Adelphi University, and an MBA from Nova Southeastern University with a concentration in Finance. Services -Business Plan Deciding to start a business can be terrifying. Its often characterized by massive uncertainty, fear, and not knowing where to start. That is where I come in. After assessing your idea, I will detail its problems, solutions, foreseeable risks, and opportunities, drastically improving your chances of launching a successful business the first time around. The deliverable will be an actionable blueprint that gives you an adequate evaluation of how your product or service fits within a niche market. A drafted report can be used to secure a business loan, identify and avoid potential business risks, and determine if pursuing the idea is realistic. With a complimentary pre-screening meeting, you will have the opportunity to share your dream with me, where I will then conduct the back-end research on your behalf. This is followed by a post-delivery consultation to ensure that you understand the report in its entirety. My goal is to help make your dreams come true, and I will be there with you every step of the way. -Growth Analysis We create client-centered growth plans with the focus in mind to identify your operational barriers and provide detailed solutions. Our comprehensive reports deliver an actionable roadmap to reaching quantifiable milestones through strategic decision making and solution-based analytics. The experience of our business team stretches across an array of industries, giving our clients a thorough outlook of where they currently stand in their respective markets and how to reach long-term profitability. -Financial Forecast Report Clients will receive a comprehensive financial forecast report purposed to monitor company growth over time, present to investors, and maximize profit. Each excel forecast also comes with an intuitive financial summary report that sources key findings from the forecast into an investor-friendly illustration. I work with clients to ensure that their intended message is heard and investors are able to see their company's potential as well as the client themselves. Clients receive an extensive pre-screening interview so I can have the opportunity to fully understand the product or service before beginning my research. Following the acceptance of the deliverables, the client will also receive a complimentary consultation call to go over the report in its entirety. Service Breakdown 1) Business Consulting (2-4 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 1 to 3 years of Sales, Profit & Loss, Cash Flow and Breakeven, and Market opportunity revenue forecasts. 4) Writing (8 to 16 hours) - following a financial-based format focused on investor-ready reports, charts, maps, graphics, etc., to clarify your business idea. I plan to make a significant impact in business development and strategically guiding startups. Before beginning one of my projects, please message me first. Thank you! ___________________ Thank you for your time and have a great day! Ismael
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    Pitch Deck
    Personal Business Plan
    Business Plan Writing
    Business Consulting
    Startup Consulting
    Financial Modeling
    Business Plan
    Business Process Modeling
    Business Analysis
    Nonprofit Organization
    Cash Flow Analysis
    Business Development
    Business Planning & Strategy
    Financial Planning
    Competitive Analysis
  • $275 hourly

    • 5.0/5
    • (30 jobs)
    Greetings: I am a tenured financial professional/investment banker and former PWC CPA specializing in 506c/CF and private equity offerings. I am a veteran investment banker and private equity expert with over 25 years of experience. I have served at firms including Bear Stearns, Thomas Weisel Partners, and PaineWebber and headed the investment banking department of three boutique investment banks. I have a record of successfully executing over 250 investment banking transactions and raising more than $3 Billion in debt and equity financing, in addition to leading multiple M&A transactions. I have served as a trusted advisor to hundreds of C-level teams. I have authored countless offering memorandums and investor presentations and structured hundreds of private equity investments. I have worked closely with the country's top venture capital firms and presented my clients’ businesses and capital offerings to thousands of institutional and retail investors. I am also an expert at helping C-suite officers present their companies and their capital offerings to investors in a highly professional and compelling way. Having held a FINRA series 24, 7. 63, and 79 for over 15 years, I am intimately familiar with the rules and regulations pertaining to SEC and FINRA compliance. Early in my career, I also served for several years as a CPA at PricewaterhouseCoopers, an international accounting and consulting firm. I hold an MBA from Northwestern University and a bachelor’s degree in finance and accounting from the University of Iowa. I have spent my career assisting entrepreneurs and helping them to reach their goals. I look forward to helping you reach yours. Mark Finckle CAPITAL RAISING/INVESTMENT BANKING SKILLS: Investor Presentations (PowerPoint and Investor Presentation Skills) Private Placement Memorandum Executive Summaries Banking / VC / Investor Introductions Financial Modeling (Capital Raising/M&A) Valuation Mergers & Acquisitions Consulting Due Diligence & Transaction Support Term Sheet / M&A Negotiations Deal Structuring Investor Relations CFO SKILLS: Capital and Financial Budgets Financial Modeling Accounting & Reporting Internal Controls Process Improvement / Systems Efficiency Financial Analysis Cost Reduction Dashboards Board Presentations Vendor Management & Negotiations Start-up Formation & Organization TECHNICAL SKILLS: Expert presenter & Public Speaker Strong Excel and PowerPoint (I have built over 1,000 financial/investor presentations) QuickBooks and other similar accounting software Flowhub, Portal42, and other retail-focused POS Video Editing (Camtasia, et al, multiple technical YouTube videos online) TEFL Certification
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    Financial Analysis
    Sales
    Coaching
    Presentation Design
    Teaching
    Venture Capital Consulting
    Investment Banking
    Business Presentation
    Private Equity
    Employee Onboarding
    Startup Consulting
    Presentations
    Financial Planning
    Data Visualization
    Training
  • $50 hourly

    • 5.0/5
    • (25 jobs)
    Hello! I am an experienced Financial Analyst with excellent excel skills (top 5% on LinkedIn). Before I started freelancing, I worked predominantly in corporate Finance where my days revolved around Microsoft Excel and Google Sheets, so I have decided to use these skills to help others with their own business needs. I have managed extremely large data sets (200k+ rows) and am very comfortable performing manipulations and creating financial reports and analysis. Although I specialize in building new financial models, I also troubleshoot pre-existing reports and datasets. If you need help with your own project, please get in touch as I would be more than happy to assist. I am available to discuss the details via email, phone or text - whatever is most convenient for you. Thank you.
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    Automation
    Financial Reporting
    Financial Modeling
    Financial Planning
    Data Visualization
    Financial Variance Analysis
    Financial Analysis
    English
    Data Analysis
    Spreadsheet Software
    Data Scraping
    Analytical Presentation
    Data Entry
    Microsoft Excel
    Microsoft Office
  • $175 hourly

    • 5.0/5
    • (6 jobs)
    Through my background of six years at Oaktree Capital Management, two years at Rihanna's Savage X Fenty, and most recently mentoring current students and recent college graduates, I have gained a diverse perspective on navigating the corporate world. Specifically, my career path has given me first-hand experience in all the complexities and intricacies of the hiring process. I know what hiring managers are looking for on a resume and the questions they will ask in an interview. Over the last few years, I've helped secure positions at the following: Acceptance into Northwestern University JD-MBA Full-Time Program Airtable Apollo Global Management Deutsche Bank The Honest Company Sycamore Partners Tangle Teezer University of San Diego School of Law I'd love to guide anyone preparing to enter the workforce or those seeking the next steps in their career. You only get one chance to make a first impression, and I'm excited to bestow what I've learned to anyone seeking this advice!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Corporate Strategy
    Financial Reporting
    Private Equity
    Business Presentation
    Business
    Financial Planning
    Fundraising
    Data Analysis
    Analytical Presentation
    Business Strategy
    Forecasting
    Analytics
    Retail & Consumer Goods
    Finance & Accounting
  • $50 hourly

    • 5.0/5
    • (3 jobs)
    I am an experienced consultant specializing in early-stage startups and sustainability. I excel at analyzing product/market fit and investment pitches. I'm currently looking for quick work in pitch deck editing, short competitor or market analyses, copywriting, proofreading, etc. // I am a chemical engineer and scientific method enthusiast who delights in developing simple effective solutions to complex problems. I am an ideator, planner, and skeptic. I specialize in my passion: sustainability. My experience in this sector spans e-mobility, solar financing, consumer- and distributor-side energy efficiency, residential and commercial sustainable energy systems design, solar PV and biofuel lab research, and community energy education.
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    Sustainable Energy
    Feasibility Study
    Requirement Analysis
    Pitch Deck
    Test Development
    Specifications
    Business Development
    Financial Planning
    Sustainability
    Editing & Proofreading
    Risk Analysis
    Market Analysis
    Startup Pitchbook
  • $269 hourly

    • 5.0/5
    • (4 jobs)
    Hi, and thank you for visiting my profile! Looking over my profile, you will quickly note that I am an outcome-driven leader with hands-on experience leading organizations to new heights through innovative strategies, exceptional financial acumen, and unwavering dedication to exceeding customer expectations. Possessing exceptional capabilities and proven aptitude to stimulate revenue growth, streamlining operations, and promoting innovation. Furthermore, my documented history incorporates that I am a detail-oriented individual with a strong command of crafting innovative prompts to drive AI systems' capabilities, enabling more accurate, efficient, and human-like interactions with a commitment to pushing the boundaries of AI technology and creating intelligent solutions to transform industries. I am known by my colleagues for championing a nurturing culture of excellence, adaptability, and collaboration and mentoring teams to achieve evident results Some of the areas where I excel include Business Development, Strategic Planning & Execution, and Revenue Growth While others take pride in meeting all standards set before them, my passion is for delivering service that goes beyond organizational expectations, creating a win-win scenario for everyone involved.
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    Generative AI Prompt Engineering
    Budget
    Forecasting
    Management Skills
    Continuous Improvement
    Managerial Finance
    Product Development
    Business Management
    Web Application
    Financial Management
    Financial Planning
    Desktop Application
    Contract
    Business Plan
    Business Development
  • $125 hourly

    • 5.0/5
    • (20 jobs)
    I am an experienced SaaS financial modeler and problem solver. Let me perform adhoc analyses for you or even build out a full-blown operating model that details your business and can be used for forecasting and raising funds.
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    Data Visualization
    Data Analytics
    Google Sheets Automation
    Analytical Presentation
    Microsoft Excel
    Data Analysis
    Financial Model
    Google Sheets
    Financial Modeling
    Financial Planning
  • $150 hourly

    • 5.0/5
    • (1 job)
    If you are afraid to pay for quality professional advice — just wait until you get the bill for implementing poor advice that completely missed the mark. I’ve been directly involved in partnering with individuals and families to navigate their current and future financial circumstances for the past 13 years. I am an active CFP(r) professional and have held my designation for the past 8 years. This means I’ve always been held to a fiduciary standard. Even further, I’ve never collected a commission for any products in any capacity. It’s important to know that because it helps us understand where the interests fall. I consider my engagements a success if you leave feeling more confident and are equipped with an informed perspective on how and why my advice would potentially improve your overall ability to achieve and maintain financial independence. Here’s why I love this industry - it’s never the same story or solution for every single client. Financial planning is as much technical as it is emotional. Looking forward to learning more about how I can help.
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    Content Writing
    Personal Finance & Wealth Management
    Blog Writing
    Microsoft Excel
    Wealth Management
    Insurance
    Asset Management
    Certified Financial Planner
    Tax Strategy
    Financial Planning
  • $125 hourly

    • 5.0/5
    • (10 jobs)
    Experienced CPA and auditor with over 15 years experience. Previously worked at an international top CPA firm and national CPA firm. In addition, have managed my own practice performing audits of homeowner associations and other non profits. Have extensive experience managing numerous audits and very deep knowledge of technical accounting, internal control, and US GAAP and SEC rules. Also very deep experience preparing and reviewing GAAP financial statements. Currently taking a break from working at a firm to focus on other things in my life, and am available to support any CPA firms that may need part time temporary help managing or overseeing audits, preparing financial statements or performing audits, or performing external audits/reviews/compilations (including AUPs and examinations) Please contact me if I could be of assistance
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    Technical Accounting
    Financial Planning
    Financial Audit
    Audition Preparation
    Internal Control
    Accounting
    Internal Auditing
    Financial Statement
    CPA
  • $40 hourly

    • 5.0/5
    • (2 jobs)
    I've work in the financial sector for more than 10 years. I have experience analyzing capital markets, financial modeling, equity research, executing strategies, sales, and negotiation. Also, focused on risk assessment, problem solving, customer management and exposure in managing trading products. I am very detail oriented and good at prioritizing tasks. Also, I'm really good with people, specially organizing teams and tasks; I am a great team player, and an effective communicator.
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    Customer Engagement
    Customer Service
    Family Planning
    Lean Development
    Accounting Basics
    Financial Trading
    People Management
    Sales
    Financial Planning
    Strategic Planning
    Project Management
  • $150 hourly

    • 5.0/5
    • (20 jobs)
    Hello, I'm Jason, based in sunny Florida! I specialize in steering small and medium-sized businesses toward optimized efficiency and increased profitability - without the cost of a full-time executive. Before diving deeper, don't forget to watch the video about me. (Note: On mobile, you might need to scroll to the bottom of the page to find the video; otherwise, it should be to the left of this description.) With over two decades of experience in leadership, I focus on what your business needs to thrive. My approach is centered on advising as well as actively engaging with your team to implement strategies that enhance performance and foster sustainable growth. Are you struggling with inefficient processes or looking to improve financial strategies? Do you need a clear plan to lead your team toward common goals? I provide the expertise and guidance to help you overcome these challenges. Key Services: - Strategic Planning & Implementation - Financial Oversight & Risk Management - Team Leadership & Development - Process Optimization How I Work: I see my role as a guide. Empowering you, the expert in your field, to navigate the complexities of business operations with ease. After understanding your challenges and goals, I craft tailored solutions that align with your vision and help prime your team and business for growth. Ideal Project: My expertise is best applied in scenarios where a business faces growth pains and leadership voids. An ideal project for me is one where I work closely with business owners or key team members who are deeply committed to their company’s growth but would benefit from clear, actionable strategies and robust leadership support to reach their goals. Why Me: Known for a track record of operational excellence, I'm often recognized for my ability to transform visions into reality quickly and effectively. My focus is on making your business operate smoothly and profitably, realizing the vision you’ve set for it. Fun Fact: I love all things innovation and am actively engaged in the Web3 and Blockchain communities. Availability: I am available for up to 20 hours per week and am interested in forming long-term, impactful business relationships.
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    Web Development
    Business Coaching
    Ecommerce Website Development
    SEO Keyword Research
    Web Design
    Search Engine Optimization
    Content Management
    Search Engine Marketing
    Business Research
    Business Process Modeling
    Business Development
    Business Process Reengineering
    Business Innovation
    Business Consulting
    Business Analysis
    Business Operations
    Business Plan
    Business Planning & Strategy
    Financial Planning
    Financial Analysis
    Project Management
    Startup Consulting
  • $45 hourly

    • 4.8/5
    • (16 jobs)
    Experienced professional working remotely since 2013. Heather's multiple skills with Project Management, Operations Manager, Client Success Manager, Director of Client Services, Executive Assistant, Human Resources Manager, Accounting, Bookkeeping and Business Development experience, is a great asset for company's, from start-up's to major corporations being a knowledgeable, resourceful and perfect member to add for the business. Heather's skills and experience are top rated. Heather's passion is in the company's success and the satisfaction of their clients and services. She is a leader, a perfectionist, managed several teams, which exceeded above business expectations. She has a very keen eye for detail and accuracy. Heather is known for her outstanding entrepreneurial approach in each position held, saving corporations over 10+ million in lost revenue, eliminating unnecessary expenses, implementing processes and organizations for stakeholders and/or clients. She has a GET THINGS DONE type of personality, while finishing ahead of deadlines. Heather is honest, trustworthy and reliable. She enjoys helping partners, colleagues, clients and customers for complete satisfaction. REVIEWS: "If you are seeking to hire a remote project manager, operations manager, executive assistant or client success manager, I highly recommend using Heather's qualifications for your corporation and business." "Heather is an advocate for helping others within her community, as well as, a mentor for other remote workers and businesses using remote workers." SKILLS/EDUCATION: Heather has a Business degree and Psychology, with studies of Accounting, Macroeconomics and Microeconomics. Also, maintaining honors in Written Communication, and Spanish, during her college years. Highly experienced in CRM's, Google Suite, Calendar Management, Travel Arrangements, Microsoft, SaaS, Social Media, Blog, Quick Books, Property Management and Investing. ATTRIBUTES: Heather is a professional & knowledgeable in Management Consultant, Investment Consulting, Business Development, Company Strategies, Customer Success, HR Manager and Executive Services. She is resourceful with giving direction, advice and operational opinions for Company Managers, Corporate Executives and Job Seekers. Her Entrepreneurship Mentality, Diverse Positions and Job Duties, Allows Heather To Perform Each Role, As If It Were Her Own Company, Creating Great Success From Start-ups To Major Corporations. With Heather's Skills and Experience; To Guide, Develop, Operating Systems of an Organization, Create Procedures, and Processes. She has the ability to travel throughout the world and work in any time zone.
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    Financial Statements Preparation
    Compliance
    Financial Software
    FinTech
    Account Reconciliation
    Certified Financial Planner
    Internal Reporting
    Finance
    SEC Reporting
    Financial Planning
    Management Skills
    Investment Preparation
    Business Operations
    Customer Service
    Client Management
  • $200 hourly

    • 5.0/5
    • (9 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 Financial Plans
    Financial Modeling
    Business Valuation
    Forecasting
    Corporate Finance
    Pro Forma Statement
    Valuation
    Financial Planning
    Accounting Principles & Practices
  • $525 hourly

    • 5.0/5
    • (19 jobs)
    Perfect ★★★★★ (5-Star) Rating! Over $30,000 in Services Delivered I specialize in advising entrepreneurs and executives of small (including start-ups) to mid-sized companies on a complete portfolio of services, including: Fundraising, Business Loans, Buy/Sell Transactions ‎ ● Teasers, Pitch Decks and Private Placement Memorandums ‎ ● Term Sheets/LOIs ‎ ● Raising capital with a CAFÉ (a new, post-SAFE fundraising method) ‎ ● Business Evaluations (NAV, NRV, DCF, IRRs, etc.) Strategy & Operations ‎ ● Sophisticated and flexible strategic business planning ‎ ● Operational efficiencies ‎ ● KPIs with defined and measurable goals and timelines ‎ ● Assessment of management capabilities ‎ ● Financial modeling for management, lenders and investors ‎ ● Streamlining corporate overhead ‎ ● Optimizing corporate structures ‎ ● Product development ‎ ● Sourcing and supply chain ‎ ● Turnaround services for underperforming companies ‎ ● Bankruptcy support (Section 363; Article 9) Contract Negotiations ‎ ● Executives ‎ ● Vendors & Suppliers ‎ ● Creditors PLUS ● Executive Mentoring ● Author ● Board membership ● Laser focused and results oriented
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    Legal Writing
    Price & Quote Negotiation
    Fundraising
    Contract Drafting
    Management Consulting
    Executive Coaching
    Bankruptcy
    Financial Planning
    Financial Modeling
    Pitchbook
    Business Plan
    Company Valuation
  • $80 hourly

    • 0.0/5
    • (1 job)
    MIT graduate and finance expert and leader. Former investment banker turned operator, with a proven track record of building companies, executing strategic projects, and managing teams. In-depth experience in both corporate finance and operational finance settings, having executed over $4.5bn in M&A and capital raising transactions, and having built and grown finance functions at leading disruptors such as Nubank and Jobandtalent. I am passionate about connecting finance with strategy and operations in entrepreneurial environments, and using finance knowledge and strategic thinking to help companies grow and create value.
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    Business Planning & Strategy
    Finance
    Financial Planning
    Business Plan
    Valuation
    Forecasting
  • $16 hourly

    • 5.0/5
    • (9 jobs)
    My objective is to obtain tasks that will enable me to use my writing ability, customer service experience, strong sales skills, progressive work ethic, and educational background. I have extensive writing experience. I have written two books as well as several business plans, research papers, creative content and professional business content.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Voice Acting
    Review or Feedback Collection
    Customer Service
    Entrepreneurship
    Sales
    Intuit QuickBooks
    Content Writing
    Computer
    Financial Planning
    Business
    Content Creation
    Administrate
    Bookkeeping
    Light Bookkeeping
  • $15 hourly

    • 5.0/5
    • (1 job)
    I am a licensed Financial Planner looking for additional work on top of my duties working a corporate job for a financial services company. I’m looking for part time work for home. Sales, Financial Planning, Tax Planning, Estate Planning, Social Security Consultant. I’ll also work in a Transcribing role or Administrative role.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Estate Planning
    Sales
    Tax Theory
    Direct Sales
    Outbound Sales
    Audio Transcription
    Accounting Basics
    Transcription Timestamping
    Windows 7 Administration
    Video Transcription
    Financial Planning
    Tax Strategy
  • $45 hourly

    • 0.0/5
    • (0 jobs)
    Experienced Accountant with a Bachelor's degree in Accounting and 10+ years of experience in the field. Possesses a deep understanding of accounting principles and financial operations. Successful preparation and delivery of timely and accurate financial reports, ensuring regulatory compliance, and managing risk. Provides valuable insights to senior management and executive teams through forecasting, budgeting, and cost analysis. Well-versed in accounting software including QuickBooks. GAAP and IFRS expert.
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    Data Analysis
    Microsoft Office
    QuickBooks Online
    Financial Planning
    Financial Analysis
    Management Accounting
    Finance & Accounting
    Accounting Principles & Practices
    Microsoft Excel
    Financial Report
    Account Reconciliation
  • $119 hourly

    • 5.0/5
    • (2 jobs)
    I am ready to help your company now! From strategic work to bookkeeping, I am your person! I am passionate about my work and have extensive experience. Whether you are start-up or just need to get clean financials I am here to help! My specialty is small to medium sized privately held firms. I can get your books in order for a bank or to sell or just to manage your company more effectively. I know what investors look for. I enjoy getting my hands dirty - it is the only way to learn! I worked up the ranks from staff accounting to CFO level. I am proficient in many platforms including Quick Books, Microsoft Dynamics, NetSuite, Zoho, SAP small business, Oracle, etc. High energy and exacting; I will get it done for you!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Policies & Procedures
    Account Reconciliation
    Project Finance
    Finance & Accounting
    Financial Reporting
    Private Equity
    Mergers & Acquisitions
    Financial Modeling
    Financial Accounting
    Financial Planning
    Bookkeeping
    Accounting Basics
    Analytical Presentation
    Accounting
    Management Consulting
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Knowledgeable professional with 20+ years of banking and real estate management experience, looking to transition into a new and challenging opportunity. It is my belief that with the apparent economic slowdown, my many years of experience in workout situations will prove very beneficial.
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    Asset Management
    Trading Strategy
    Financial Analysis & Valuation
    Real Estate
    Economics
    Investment Research
    Financial Planning
  • $30 hourly

    • 5.0/5
    • (1 job)
    Dedicated worker with excellent communication, time management and computer skills. Frequently praised as hardworking by my peers, I can be relied upon to help your you achieve your goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    HealthKit
    Health
    Computer
    Computer Skills
    Financial Planning
    Scheduling
  • $80 hourly

    • 0.0/5
    • (0 jobs)
    I help businesses achieve peak performance through strategic leadership and operational excellence. With 15+ years of hands-on experience and an MIT Sloan MBA degree, I tackle your most complex challenges and deliver results in: • Project Management: Leading cross-functional teams to deliver projects on time and within budget, ensuring seamless execution and optimal results. • Business Strategy Development: Crafting data-driven strategies aligned with your goals and objectives, maximizing growth potential. • Supply Chain Optimization: Streamlining your supply chain for enhanced efficiency, reduced costs, and improved customer satisfaction. • Operational Excellence: Identifying bottlenecks, implementing lean methodologies, and driving continuous improvement across your organization. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through over 15 years of experience in business strategy, operations, and profitability with innovative teams and entrepreneurial organizations. I specialize in three areas: Business Strategy I craft data-driven strategies that align with your business goals and objectives, maximizing growth potential. For instance, at KOVI Tecnologia S.A., I led the development of a strategic plan that increased market share by 30% within two years, leveraging market analysis and strategic partnerships. Operations & Supply Chain I optimize operations to enhance efficiency and effectiveness. While working at Anheuser-Busch InBev, I implemented lean methodologies and streamlined distribution processes, reducing operational costs by 20% and improving delivery times by 15%. Project Management & Profitability I develop strategies to drive profitability and sustainable growth. As an independent consultant, I restructured a client’s supply chain, resulting in a 25% reduction in costs and a 10% increase in profit margins, ensuring long-term financial health. Why Choose Me? • MIT Sloan MBA: Cutting-edge business knowledge and a global network of industry leaders. • Proven Results: Consistent career and track record of exceeding expectations and delivering measurable outcomes in high-growth environments. • Data-Driven Approach: Rigorous analysis and decision-making based on real-world data and insights. • Exceptional Communication: Clear, concise, and compelling communication across all levels of an organization. My Services Include: ✔ Forecasting & Budgeting ✔ Financial Modeling ✔ Financial Planning & Analysis ✔ Investor Presentations ✔ Business Advisory ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim / Part-time COO ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Turnarounds ✔ Workflow Automation ✔ SOP - Standard Operating Procedure ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching Client Testimonials: 🏆 “Conrado’s strategic insights and project management skills truly transformed our operations, resulting in a 20% increase in profit margin.” 🏆 “A true professional. Conrado streamlined our business, reducing our costs by more than 15%.” Ready to take your business to the next level? Let’s connect and discuss how I can help you achieve your goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Startup Pitchbook
    Startup Consulting
    Business Consulting
    Business Plan Writing
    Project Management Software
    Agile Project Management
    Strategy
    Business Management
    Management Skills
    Business Strategy
    Financial Planning
    Project Management
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