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  • $95 hourly
    I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.
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    Financial Policies & Procedures
    Insurance & Risk Management
    Corporate Governance
    Startup Consulting
    Business Planning & Strategy
    Cash Flow Analysis
    Financial Accounting
    Cash Flow Modeling
    Financial Modeling
    Pro Forma Statement
    Financial Analysis
  • $77 hourly
    A highly regarded & experienced consultant, fractional CFO, accountant, and bookkeeper for entrepreneurial and start-up businesses seeking rock-solid financial processes and reporting. Expert with a deep knowledge of business integration and AI automation resulting from experience in corporate accounting, bookkeeping, financial and operations analysis, auditing, payroll, human resources, and customer service. Effective in creating a positive and productive work environment focused on teamwork and mutual respect. Extremely proficient in developing procedures that reduce excessive spending, fine-tuning cash flow to free up the availability of funds, and capturing tax deductions.
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    Business Development
    Third-Party Integration
    Business Consulting
    Financial Management
    Budget Planning
    Financial Consulting
    Investment Strategy
    Financial Policies & Procedures
    Google
    Financial Reporting
    Cash Flow Analysis
    Bookkeeping
    Intuit QuickBooks
    Accounts Receivable
    Accounts Payable
  • $45 hourly
    Recent Client Feedback / Testimonials: "Fantastic work. High quality deliverable and quick turnaround. Strong knowledge on the topic. Always available for follow-up queries. 100% recommended" "This guy is THE MAN. Excellent work ethic and very strong at working accurately and also very quickly." "Enjoyed working together, he went the extra mile to ensure the work was completed on time and done professionally. He is a great person, and I would love to work again." My services include: * CFO, Advisor, Consultant * Financial Modeling & Analysis * Financial Feasibility (for start-ups, projects, etc.) * Excel Connoisseur (Top 5%) * Bookkeeping Professional * Accounting Cleanup Expert * Accounting Systems Specialist * Quickbooks - Certified ProAdvisor From working in PwC for 5+ years to a CFO for different manufacturing entities, I have developed highly specialized financial and accounting skills. I only apply for jobs that I'm qualified for. I have over 12+ years of experience in this field with company sizes ranging from startups to highly complex manufacturing units with 5,000+ employees. For a detailed list of my services, please see the respective Specialized Profiles.
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    Supervision
    Financial Reporting
    Financial Policies & Procedures
    Xero
    Business Valuation
    International Financial Reporting Standards
    Financial Modeling
    Financial Analysis
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
    Budget Management
    Income Statement
    International Accounting Standards
  • $75 hourly
    𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰: With over 15 years of experience, I empower startups, middle market businesses, Private Equity & Portfolio companies in the US, UK & EU. I help with 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹/𝗜𝗻𝘁𝗲𝗿𝗶𝗺 𝗖𝗙𝗢 𝗿𝗼𝗹𝗲, 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴, 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗹𝗶𝗻𝗴, 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄, 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴, 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴, & 𝗱𝗮𝘁𝗮 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀. I also have experience in providing managing Strategic projects like 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀, 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲, & 𝗟𝗼𝗻𝗴 𝘁𝗲𝗿𝗺 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴. I am a consistently 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 (𝐏𝐥𝐮𝐬) contractor on Upwork (among the top 2%). 𝐌𝐲 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐁𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝: I hold both Chartered Accountant degree (CPA Equivalent) and an MBA by qualification. 𝗜 𝗵𝗮𝘃𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗼𝘃𝗲𝗿 𝟱𝟬 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, from diverse industries & countries from startups to businesses doing more than $3+ Billion in annual revenues. 𝗙𝘂𝗿𝘁𝗵𝗲𝗿 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝗮 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝘁𝗲𝗮𝗺: If you need, you can also have access to my team of seasoned CFOs, Data Scientists, FP&A experts & Controllers to Tax & Accounting experts. We can provide a single-point solution to all your needs, no matter how simple or complicated they may be. ____________________________________________________________________ 𝐌𝐘 𝐂𝐎𝐑𝐄 𝐂𝐀𝐏𝐀𝐁𝐈𝐋𝐈𝐓𝐄𝐒 & 𝐎𝐅𝐅𝐄𝐑𝐈𝐍𝐆𝐒: - CFO Services (Cashflow Management, Budgeting, Team, Accounting oversight) - Budgeting & Forecasting, Financial Analysis, Departmental KPIs. - Financial Modelling, Projections, Microsoft Excel, Fund Raising & Investor communication - Month end close, Audit assistance & Compliance Oversight - Stakeholder management, Communication & Cross Functional Execution - Financial Reporting, Departmental Reporting, & Real-time Management Dashboards. - Real time analytics thru implementation of Microsoft Power BI & Tableau. - Business Strategy & Decision making 𝐒𝐄𝐋𝐄𝐂𝐓 𝐏𝐑𝐎𝐉𝐄𝐂𝐓 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒: 1. 𝐄-𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞, USA ($30Mn): Overhauled financial systems, boosting sales and margins. 2. 𝐒𝐨𝐥𝐚𝐫/𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐄𝐧𝐞𝐫𝐠𝐲, USA ($150M): Directed financial forecasting and managed M&A transactions. 3. 𝐂𝐏𝐆, UK: Implemented KPIs and OKRs, led ERP transition, enhancing efficiency. 4. 𝐂𝐲𝐛𝐞𝐫 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲, UAE: Readied financials for fundraising and developed investor decks. 5. 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲, USA ($500Mn): Refined investor reporting and financial systems for portfolio companies. 6. 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬, UK: Optimized budgeting processes and financial operations. 7. 𝐋𝐞𝐧𝐝𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬: Revolutionized product profitability tracking and cost management. I excel in turning financial challenges into growth opportunities, ensuring businesses are not only financially sound but also poised for future success. 𝙇𝙚𝙩'𝙨 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙮𝙤𝙪𝙧 𝙣𝙚𝙭𝙩 𝙗𝙞𝙜 𝙥𝙧𝙤𝙟𝙚𝙘𝙩! Cheers, Sonabh
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    Due Diligence
    Microsoft Excel
    Xero
    Data Analytics
    Microsoft Power BI
    Mergers & Acquisitions
    Private Equity
    Fundraising
    Financial Modeling
    Cash Flow Modeling
    Budget Planning
    Financial Reporting
    Financial Analysis
    Financial Planning
    Financial Management
  • $29 hourly
    I take client's challenges and aspirations as my own. I provide a financial service that utilize the Fortune 500 corporations' best practices and standards and, at the same time, is flexible to fit the start-up and developing business challenges and mentality. I have nine years of service to an NYSE-listed corporation, from analyst to senior finance manager. My job track covers modeling, budgeting, reporting, business evaluation and planning, sales force management, internal controls - in the areas of the FMCG commercial retail business, strategic business development, and supply chain. At the same time, I am developing my own business in the sports fashion sector. It gives me a high level of understanding of the challenges that entrepreneurs should overcome for their idea to succeed. I desire to use the above knowledge and to support small and medium businesses. Areas of expertise: Building high-level financial models from scratch Business plans Business valuation Budgets and forecasts Cash Flow management and reporting Evaluation of financial outcome of business decisions Financial performance controlling Accounting Various tasks involving financial thinking, creativity, and Excel proficiency I have no problem with getting accustomed quickly to new software.
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    Business Analysis
    Cash Flow Modeling
    Forecasting
    Management Consulting
    Financial Analysis
    Financial Planning
    Business Modeling
    Financial Policies & Procedures
    Project Finance
    Financial Reporting
    Cash Flow Analysis
    Internal Control
    Business Planning & Strategy
    Microsoft Excel
  • $90 hourly
    I am a highly skilled, ACCA qualified (CPA equivalent) finance professional with over a decade of expertise in financial management, analysis, planning, and modeling. I have lead and assisted the finance function in startups and large multinationals internationally. My industry exposure spans across diverse sectors such as Technology, eCommerce, Hospitality, Retail, Wholesale and Financial Services, just to name a few. What I can do for you: • Improve financial performance through: - optimizing working capital & cash flow - providing strategic input to management - strengthening financial reporting - setting up automations • Lead your company's financial planning and analysis, including cash flow and inventory forecasting, break-even and profitability analysis. • Set up processes and best practices for optimal financial management • Develop of comprehensive financial models for internal use or presentations to private investors and venture capitalists. • Manage preparing your business for fundraising activities. • Set up financial systems and assisting system transitions • Create and strengthening of monthly reporting packs. • Tidy up company accounts. • Structure, scale, and lead of the finance team. • Support the expanding of business operations. Feel fee to reach out to have a conversation regarding your unique needs.
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    Month-End Close Assistance
    Cash Flow Analysis
    Microsoft Excel
    Financial Modeling
    Financial Analysis & Valuation
    International Financial Reporting Standards
    Financial Plan
    Financial Reporting
    Business Strategy
    Business Modeling
    Financial Analysis
    Financial Management
    Management Accounting
    Google Sheets
    Financial Planning
  • $80 hourly
    I build and run successful finance departments (or finance function) with fully organized processes in it. My goal is to be at the highest level of help for owners and shareholders providing accurate and trustworthy information. I have a solid knowledge and experience in financial reporting and audit (including consolidation group companies results), pay a lot of attention to controls and processes implementation to prevent any possible fraud/error. I'm experienced in OPEX and CAPEX calculation, WACC, capital budgeting (PI, NPV, IRR, Payback Period), financial analysis (liquidity, activity, profitability, ROE etc). I have eight years of managerial experience. My key concept is not a strict hierarchy but rather clear tasks and monitoring of its performance. I can tell that motivation is an important part of it. Time management and set of priorities are also my good knowhow. I'm open-minded, positive, responsible, creative, result-oriented, love to study and discover new things, honest. I like my profession and constantly improving my skills & knowledge. I'm hard worker and don't take partial results.
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    Budget Management
    Chart of Accounts
    Management Accounting
    Microsoft Dynamics 365
    International Taxation
    Intuit QuickBooks
    US Taxation
    Financial Reporting
    Sales Tax
    Business Analysis
  • $150 hourly
    My name is Irv Williamson, and for the past 14 years, I have been helping small business owners better understand their businesses. I am a financial advisor who has successfully transitioned from Fortune 50 companies to smaller entrepreneurial organizations. With a mix of Controller and CFO skills, I show smaller companies how to integrate big company Finance and Accounting best practices without the big company bureaucracy. How am I different: - My services are affordable - fixed monthly fees starting at $2,000 - I provide full-time consulting services and do not treat this as a "side gig." - I have experience as a CEO, CFO, Controller, and Manager of Financial Planning and Analysis - I have successfully led the financial implementation of 9 ERP systems. - I have worked through 2 company exits, 2 Chapter 11 bankruptcies, and 4 financial turnarounds. - I have expertise with Power BI to automate reporting and analysis. What is my experience? - 7 years Controller, and Financial Analyst with two $40+ Billion companies - 21 years CFO with $10 to $100 million Private Equity, Family-Owned and Entrepreneurial Businesses - 14 years of experience providing fractional and interim CFO services, first as a Partner at Tatum CFO (now Randstad CFO) and currently as the solo practitioner at Growth Guidance Solutions (GGS) - My deepest industry experience lies in: Tech/SaaS/eComm – Professional Services – Manufacturing – Construction - Staffing - Implemented 9 ERP systems How I can help? - Forecasting and budgeting - Power BI expertise in building financial analysis and dashboards - Financial planning and analysis - Demystify Amazon Business Central data and reports - Cohort analysis - Excel modeling - 3 statement econometric models - KPI development and reporting - Managing accounting and bookkeeping staff - Speedy Month-end close best practices - Big Data trend analysis - Reporting gross profit by customer, employee, and service offering - Implementing profit improvement programs - Crisis management - ERP systems integration and optimization - Cash forecasting - Preparing for an exit - Conducting buy-side and sell-side due diligence - Securing financing - Optimizing QuickBooks - Full role fractional CFO or Controller
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    Cost Variance Analysis
    Amazon FBA
    Pricing Strategy Consulting
    Cash Flow Modeling
    Financial Reporting
    Microsoft Power BI
    Shopify
    Inventory Management
    SaaS
    CRM Automation
    ERP Software
    Data Analysis Expressions
    Accounting Software
    Financial Analysis
    Accounting Principles & Practices
  • $200 hourly
    We help e-Commerce founders with outsourced CFO, bookkeeping, accounting and financial operations services. Do you own an e-commerce brand that generates between $1M and $20M in annual revenue? Each month, our clients sell 50,000+ SKUs in industries across every major e-Commerce channel including Shopify, Amazon, Walmart.com, Etsy, Wholesale, and Retail in the US and abroad We see the same paint points over and over: ❌ You have important decisions to make but are lacking financial support with the deep knowledge of e-Commerce? ❌ You’re spending too much time paying bills and managing the books, and not enough time on new products and marketing ❌ You’re not sure if you’re profitable, or if you have enough cash. My name is Sam Hill, and I’m the founder of Ecom CFO. We are a top-rated outsourced CFO and Financial Services firm who help free founders like you, from the pains that we so often see in e-Commerce. Our passion lies in helping business owners find actionable solutions to these problems. Our process, tools, and team maximizes your company’s financial performance and allows you the peace of mind to focus on strategic priorities. What we will deliver: ✅ Actionable answers to key financial questions by having an expert financial partner. ✅ Acquisition and investor grade books. ✅ Customized models and dashboards to your business needs that you can actually understand and make decisions on. ✅ Peace of mind that you have partnered with a team of e-commerce experts that want you to succeed. Please check out our portfolio to see more case studies, and each of our services broken down into actionable steps. For example, we met with a new client at the end of 2021 and after a budget analysis and projection outline, were able to save this company $300k for this upcoming year! If you want to know more about how exactly our expert team can help you scale your e-Commerce business, then just invite me to your job. I look forward to speaking with you!
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    Shopify
    Amazon Plugin
    Business Consulting
    Financial Analysis
    Financial Modeling
    Management Consulting
    GAAP
    Income Statement
    Microsoft Excel
    Financial Projection
  • $75 hourly
    I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate and technology. I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy, planning and preparation which focuses on minimizing federal, state and local tax liabilities while utilizing tax deferral strategies. I have over 15 years of tax experience dealing with partnerships returns, corporate returns and individual returns. In regards to financial writing, I have written articles for a layman to understand, as well as scholarly articles. I wrote the content for the Deutsch Bank Asset Management db-trackers ETF section as well as wrote an examination and study book for asset managers to be certified in the field of exchange traded funds. I have been published in various arenas such as Yahoo Finance, The Street, WSJ and Seeking Alpha. I am able to work efficiently, effectively and independently. I respect deadlines and quality work as that both of these things support my service’s worth. My goal is to ensure that my employer or client is satisfied with my work. Thank you and I look forward to working with you.
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    Investment Strategy
    Business Services
    Tax Strategy
    Financial Writing
    Investment Research
    Financial Reporting
    Financial Modeling
    Accounting
  • $25 hourly
    I am a Certified Chartered Accountant registered with the Malaysian Institute of Accountants with a degree of Business and Accounting from University of Malaya. I provides cloud bookkeeping and virtual CFO for small businesses. I have years of experience in bookkeeping, accounting and finance and have work with many small business like you. My focus is to make sure you get timely and up to date financial reports so you can run your business. I am experienced in most of the major cloud accounting software that include QuickBooks, Xero, MYOB, Wave, Freshbooks and others. You can hire me to; - Setting up your company on a new cloud accounting system - Monthly bookkeeping requirements - Integration of apps that include Shopify, Hubdoc, etc into your accounting system - Account reconciliations (bank, credit card, merchant accounts, etc) - Inventory tracking and integration - Payroll management - Accounts Receivable - Accounts Payable - Financial Reporting - Financial Analysis - and many others I am looking forward to work with you.
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    Odoo
    Shopify
    Financial Analysis
    Xero
    Corporate Finance
    Internal Auditing
    English
    QuickBooks Online
    Bookkeeping
    Transaction Data Entry
    Accounting Software
    Budget Management
    Cash Flow Statement
    Microsoft Excel
    Intuit QuickBooks
  • $175 hourly
    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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    Business Plan
    Strategy
    Entrepreneurship
    Startup Company
    Venture Capital Consulting
    Startup Consulting
    Private Equity
    Fundraising
    Financial Modeling
    Business Modeling
    Valuation
    Business Presentation
    Financial Analysis
    Pitchbook
  • $150 hourly
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
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    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • $160 hourly
    With transparency and integrity, I partner with my clients to identify and mitigate the specific risks facing their organizations. I have more than a decade of experience working in financial services, am a licensed CPA, and have a Masters degree in Accounting. Before becoming self-employed, I worked in Financial Risk Management consulting for +8 years, with +6 of those years spent at a “Big 4” firm. I began my career in public accounting, where I spent +2 years as an external auditor. Subject matter and services in which I am well-versed are outlined as follows: Subject Matter: • Credit risk • Compliance risk • Liquidity risk • Market risk • Operational risk Project Scopes: • Policy development/ Procedure design (End-to-end or incremental assignments) • Gap analysis • Control design, documentation and testing • Compliance reviews • Internal audit planning and test execution • Test script development • Analytical procedures • Excel-based projection models Please feel free to contact me so that I may better understand your project needs, and so that I can detail how I might be able to help.
    vsuc_fltilesrefresh_TrophyIcon Financial Policies And Procedures
    Policy Writing
    Process Design
    Compliance
    Financial Projection
    Regulatory Compliance
    Financial Modeling
    Risk Assessment
    Project Risk Management
    Gap Analysis
    Enterprise Risk Management
    Financial Planning
    Business Plan
    Financial Analysis
  • $129 hourly
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
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    Chartered Global Management Accountant
    Marketing Analytics
    Google Analytics
    Tableau
    Management Accounting
    Business Planning & Strategy
    Data Visualization
    Management Consulting
    Financial Modeling
    Business Cases
    Business Plan
    Business Analysis
    Financial Analysis
    Strategic Plan
  • $100 hourly
    Public Accountant specializing in corporate finances, system/software implementation, payroll, bookkeeping and tax preparation for small to medium sized businesses, self-employed individuals, and high net worth taxpayers. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻, 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: - Master's Degree in Financial management - Bachelor of Science in Legal Studies - QuickBooks ProAdvisor. - Chief Financial Officer (CFO) - Over 10 years as a US Corporate Controller 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿: - A to Z Complete Bookkeeping solution in Quickbooks, QuickBooks Online, Xero, Zoho, Wave and more. - Books Cleanups. - Payroll Services. - Invoice Management. - Payable / Receivable Management. - Preparation of Books for Taxes. - Bookkeeping for Online E-Commerce Businesses / Store ( Selling on Amazon, Shopify etc). - Real Estate Bookkeeping. - Personal Finance Management. - Integration services of software ( Amazon, Shopify etc) 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 / 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒚: - Financial modelling. - Cashflow projection. - Pitch Deck. - Excel Models. 𝑻𝒂𝒙𝒂𝒕𝒊𝒐𝒏: Preparation and E-filing of All tax returns including: - Joint Return - Individual Return 1040. - W-2's, 1099. - Corporate Returns ( 1120, 1120s, 1065, 5472 etc) Let's collaborate to create the remarkable future your business rightfully deserves. Don't wait, reach out now!
    vsuc_fltilesrefresh_TrophyIcon Financial Policies And Procedures
    Audition Preparation
    Implementation
    Payroll Reconciliation
    HR & Business Services
    Payroll Accounting
    Financial Analysis
    Financial Accounting
    Department of Labor Standard
    Financial Audit
    Annual Report
    Finance
    QuickBooks Online
    QuickBooks Enterprise
    Bookkeeping
    Accounting
  • $155 hourly
    My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals. A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages. The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing. These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations. Top 5% Odesk Contractor!
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    Financial Modeling
    Intuit QuickBooks
    Corporate Finance
    Business Coaching
    Business Writing
    Business Process Modeling
    Business Management
    Corporate Strategy
    Financial Analysis
    Business Analysis
  • $100 hourly
    Ex Morgan Stanley and RBC Capital markets, I have extensive experience reviewing and approving investment proposals across multiple sectors. I am an expert in business plan writing and financial modeling. My areas of expertise include: -Loan transactions: underpinned by 15 years of experience in banking. -Business plans: I have reviewed over 1,000 business plans, working as a Credit Analyst for 15 years. -Financial Modelling: built financial models to assess the investment viability and for company valuation. Outside of UpWork, I am the founder of Impact Finance Consulting, a consulting firm helping purpose-driven organizations access funding, grow, and create positive social and environmental impact.
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    Business Writing
    Pitchbook
    Business Valuation
    Project Finance
    Venture Capital Consulting
    Company Valuation
    Financial Modeling
    Corporate Finance
    Investment Preparation
    Fundraising
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $250 hourly
    Global Transformative Leader in Finance and Business Strategy | Former Army Special Operations | CEO/CFO If you’re looking to achieve your strategic goals and unlock your company’s full potential, let’s collaborate. By leveraging my unique background as a former Army Special Operations soldier and a dynamic CEO/CFO, I bring a wealth of experience in steering companies toward success through strategic financial leadership and innovative business solutions. Over the past five years, I have completed over 16 projects, $500M of invested capital, average revenues of $45M, and average raises of $32M for venture, corporate venture and private equity backed companies. Professional Summary: Dual-background CEO/CFO with over 30 years of international leadership at the intersection of strategy, technology, and finance. Adept at leading companies from concept to IPO, developing innovative financial strategies, and guiding organizations through complex financial landscapes. Recognized for successfully raising capital, restructuring finances, and steering companies to profitable exits. Known for a strategic approach that balances risk management with growth to deliver impactful outcomes. Deep expertise in developing corporate ventures, I provide robust financial leadership, cultivate elite talent, and forge revenue generating partnerships. My proficiency spans international business, financial engineering, capital raising, and product commercialization, all aimed at driving market share growth, revenue, and shareholder wealth. Services Offered: + Advisory & Mentoring: Personalized guidance to help you navigate complex business challenges and achieve your strategic objectives. + Financial Planning & Analysis: Comprehensive FP&A services to enhance your financial decision-making and planning processes. + Capitalization Strategies: Expert advice on optimizing your capital structure and securing necessary funding. + Business Model Redesign & Innovation: Innovative approaches to transform and modernize your business model. + Board Presentations: Crafting compelling presentations that effectively communicate your vision and strategy to stakeholders. + Stakeholder Relationship Management: Building and maintaining strong relationships with key stakeholders to support your business goals. + Financial Modeling, Budgets & Forecasting: Detailed financial models, accurate budgets, and reliable forecasting to support your business planning. + Partnership Development: Identifying and cultivating strategic partnerships to drive business growth. + Operating Model Development: Designing operating models to forecast and enhance company performance. Achievements: + Co-founded Multiple Ventures: Successfully launched and grew ventures in SaaS, Biotech, and Clean Energy sectors, leading to significant market impact and successful exits. + P/L Management: Oversaw financial operations with P/L responsibilities up to $1B ARR, ensuring robust financial health and profitability. + IPO Success: Played a pivotal role in guiding a company through a successful IPO, unlocking substantial value for stakeholders. + Strategic Leadership: Demonstrated ability to attract and develop top-tier talent, fostering a culture of innovation and excellence. + Global Expertise: Extensive experience in international business operations, financial engineering, and capital raising.
    vsuc_fltilesrefresh_TrophyIcon Financial Policies And Procedures
    Venture Capital Consulting
    Forecasting
    Financial Modeling
    Business Cases
    Pro Forma Statement
    SaaS
    Business Plan
    Business Modeling
    Financial Analysis
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $25 hourly
    I am a well qualified accountant with 20 years experience. I have following credentials: CPA - US - Certified Public Accountant (Associate) CMA - US - Certified Management Accountant ACCA - UK - Chartered Certified Accountant (Fellow) CA - PK - Chartered Accountant (Fellow) MBA - PK - Masters of Business Administration CD - PK - Diploma in Computer Science I have experience with following systems: QuickBooks PRO/ENTERPRISE QuickBooks POS QuickBooks Online (QBO CERTIFIED & Pro Adviser - GOLD) - can get 50% DISCOUNT to US Clients on QBO subscriptions. Xero (Xero CERTIFIED & Xero PARTNER Firm) Wave I am expert in using MS EXCEL. Also have experience with: Unleashed Inventory (Partner) SOS Inventory Stripe PayPal Braintree WooCommerce SKULabs I have a proper office work environment with high speed internet and power backup facility, so that I am able to provide you uninterrupted service. Here are some of my current and recent clients: - Dropshipping Trader - Ohio - US - (QuickBooks Enterprise 2016) - Web services provider - Georgia - US - (QuickBooks Online) - Publications, Travel and Events Management - Jamaica - (QuickBooks Online) - Video Services - Illinois - US - (QuickBooks Enterprise 2016 - Braintree - WooCommerce) - Trucking company - North Carolina - US - (QuickBooks Online) - Law firm - New York - US - (Xero) - CPA firm - Florida - US - (QuickBooks Online / Xero) - Online Training firm - Australia (QuickBooks Online - GST) - Retail firm - California - US - (QuickBooks Pro - QuickBooks POS) - Printing Services - Texas - US - (QuickBooks Online) - Property Management - Illinois - US (QuickBooks Enterprise 2016) I would like to build my clientele further, and keen to get your business. If you feel I have not quoted a fair rate, I don't mind giving you further discount. My main objective is to have a successful long term professional relationship, and happy customers. I strongly believe, if I truly care for my clients, they will also care for me. HOW I OPERATE --------------- I have a team of smart accountants. I personally get involved in all technical / non-routine tasks, but majority of the routine work is done by my team. All the work is done under my supervision and guidance. I will remain your point of contact and will take all responsibility for the work done. Because of the way I operate, in case your work increases, you can continue to get same service, without the hassle of finding another freelancer. This way I am able to offer you low rates, yet excellent service. SUMMARY - Why I am good Fit for the project? ---------------------------------------------------------- - I have international accounting certifications - I have QBO & Xero Certifications - I have 20 years of accounting experience - I have low hourly rate - I work with a team - can get things done quickly - I am hard working - I am honest - I am fluent in English (written and spoken) - I am creative - I am ranked "Top Rated" on Upwork
    vsuc_fltilesrefresh_TrophyIcon Financial Policies And Procedures
    Xero
    Bookkeeping
    Data Entry
    Wave Accounting
    Accounts Payable Management
    Financial Accounting
    Microsoft Excel
    Intuit QuickBooks
    Financial Variance Analysis
    Financial Report
    Financial Projection
  • $135 hourly
    You are trying to get your business to the next level, but without accountability and knowing your financial picture, the growth will be painful, and you will still do most of the work. Do you think that if you grow by 30% more than the prior year, you will be 30% better off? You might end up down 10% if someone isn’t watching the cash to make sure that the expenses required to fund that growth is covered by the increase in cash received, not just revenues. Many business owners think that all they need is some financial help, but the problem can often run deeper. Along with the skills to explain your financial statements to you, identify areas to improve efficiency, reduce costs, my background shows an ability to keep people on task and accountable. Finance consulting is an important function for every organization and includes weekly updates of metrics, financials and business processes. A management consultant who understands finance goes beyond the daily accounting needs to work as a partner to add its experience to all decisions — because all decisions have a financial element. The value of working with an experienced President/CEO, CFO and consultant is measured in dollars and peace of mind. The goal is to bring more clarity to your business, working with you to paint a clear picture of the future and hold people accountable for working toward the vision. Along the way, having someone ensuring that your decisions make financial sense also brings peace of mind — clarity. You should use me as the one to help implement the ideas, but the implementation is best when it is done in collaboration; guiding your employees to develop the standards to hold themselves accountable. Running a business is squishy because it's all about people. A conversation about your business will save both of us a lot of time. A phone call doesn't cost you anything; message me to set a time. Ready to help you move forward, Dan Hackett P.S. Hourly rates do not often make sense because helping a business is not task-oriented. Let's set a fixed fee to give you the certainty that you are getting value. Turn it off at any time.
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    Financial Modeling
    Corporate Strategy
    Pro Forma Statement
    Management Skills
    Business Coaching
    Management Consulting
  • $195 hourly
    Background in accounting/financial and business operations with small- and middle-market companies ($10-$250MM in revenue), start-ups, corporate finance, investment banking and mergers & acquisitions. CFO & Business Advisory Focus is predisposed to designing lean and efficient business operations, preparing for growth, providing management information tools that enhance business decision making and creating strong work environments that promote productivity and low employee turnover. Projects and initiatives have resulted in solutions such as: Developed a modeling solution for the commission plan of a company that calculated “by invoice” and billed 500-800 invoices weekly … reduced calculation time from 32-man hours to 30-45 minutes Developed another modeling solution that provided weekly company and office operating results, performance analytics and trending analysis. Company went from using monthly P&Ls to using this Weekly Management Report as its primary decision support tool. Prep time for the report = 15 minutes after weekly payroll and billing were complete Created a resource planning and allocation tool for a lawn equipment manufacturer that could do both short-term and long-term planning with requirements for ten (10) unique manufacturing processes, workflow designs, time allocations, employee skills and provide the company with insight into asset utilization and supplemental workforce requirements when necessary Financial Modeling Specialties include financial projections, business analytics, management reporting, cash management & treasury tools, and budget & forecast models While ongoing management and updating of models is available on a contract basis, models can also be designed for “create-and-release” for lesser experienced users with: logical, “easy to troubleshoot” model architecture designs “point-and-click” functionality for easy user interface and minimal keystrokes multi-variable control board for scenario and sensitivity analysis raw data “bullpens” with “scrubbing” tools to prep data and minimize “#VALUE!”, “#NUM!”, et al. errors Custom, “pivot-table” like reporting functionality with strong emphasis on effective presentation KPI and results dashboards with drill-down reporting Models can range from easy-to-use, “drop, click-and-print” analytics to weekly/monthly management tools & reports to detailed, multi-year, full-set financial statements/projections and anything in-between Mergers & Acquisitions Among the career 300+ corporate transactions are 36 acquisitions closed for total consideration of approximately $1.2 billion and evaluation of over 100 other potential acquisitions. Led a $380 million acquisition of a software company in 2000, managing the due diligence team, leading the financial analysis and negotiating the deal terms and employment agreements in 13 days from the LOI. Led and closed 8 deals between $50-100 million and 28 deals in the $5-50 million range. I've handled all aspects of M&A transactions, from: sourcing new opportunities, developing, negotiating and economically evaluating deal structures, strategizing on capital structure development (cap tables) sourcing and developing capital and debt financing sources and relationships drafting and negotiating Letters of Intent, performing due diligence, including all financial and operational analyses, drafting Asset Purchase, Stock Purchase and Employment Agreements, and managing the Closing
    vsuc_fltilesrefresh_TrophyIcon Financial Policies And Procedures
    Financial Modeling
    Business Analysis
    Management Accounting
    Corporate Finance
    Mergers & Acquisitions
    Financial Accounting
    Microsoft Excel
  • $175 hourly
    Experienced Chief Financial Officer with demonstrated history working in Private Equity and Venture Capital. Proven ability to successfully build out the infrastructure in the Venture Capital and Private Equity industry and exceptional in areas of analytics, strategic planning, and project management. Deep knowledge of budgets, forecasting, valuation models, financial statements, as well as expense management and revenue/income reporting. Accustomed to delivering comprehensive reports while exceeding expectations. Highly motivated and detail-oriented, thriving in fast-paced and deadline-driven environments.
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    Presentations
    Business Writing
    Investment Banking
    Business Analysis
    Data Analysis
    Presentation Design
    Financial Analysis
    Analytics
    Financial Modeling
    Strategic Plan
    Management Consulting
    Microsoft Excel
    Microsoft PowerPoint
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Financial Policies And Procedures
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $150 hourly
    Lise has more than 20 years' experience overseeing the financial operations of organizations. She is a nonprofit management guru. Additionally, she is the sole proprietor of a financial services business providing accounts payable, accounts receivable, G/L maintenance, financial planning, various financial reporting schedules, and full-cycle accounting. She has more than 10 years' experience using QuickBooks, Xero, FreshBooks, Microsoft Dynamics (Great Plains) and PeachTree/SAGE. She is very professional, accurate and prompt in deliverables. She can provide the help that you need, at a negotiable rate. She is SHRM-CP certified for Human Resource jobs and is an accountant. She holds an MBA in Finance & Management. She has non-profit experience.
    vsuc_fltilesrefresh_TrophyIcon Financial Policies And Procedures
    Accounting Principles & Practices
    Business Operations
    Financial Planning
    Strategic Plan
    Sage Intacct
    Accounts Receivable Management
    Financial Reporting
    Human Resource Management
    Accounts Payable Management
    Intuit QuickBooks
    Bank Reconciliation
    GAAP
  • $99 hourly
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $250 hourly
    🏆 "Highly recommended A+++" 100% Job Success* I help business leaders and teams to define and achieve their business financial goals. I do this by bringing over 15 years of CFO experience with a proven record of establishing cross-functional partnerships to deliver stellar results. I am an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. I have been accountable for budgets up to $130 million and allocate resources to drive organizational and profit growth internationally. I am particularly adept at streamlining, organizing, and leading company staffs productively. I believe that people working together toward a united vision can accomplish more. For this reason, I enable collaborative success through two decades of experience in finance and operations leadership with innovative teams and entrepreneurial organizations, and I specialize in 3 areas: ▶️ FUNDING: I create business plans, financial models, and pitch decks that get funded. My previous projects have included the initial $500,000 capital raise for 4D Healthware, the IPO for American Brewing Company, and the close of $10 million of seed funding for Syncfy. ▶️ VISIBILITY: I implement accounting and finance systems that enhance business success. For CITIZEN Healthcare, I restructured corporate financing and the corporate structure, providing an increased profit margin of 9%, ROA of 1%, and ROE of 11%. ▶️ PROFITABILITY: I develop strategies for profitable businesses. I turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit by streamlining distribution, reducing inventory costs and levels, and enhancing communication. 🏆 “Jeremy knows a great deal from experience. In his practice he leverages that experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” –Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “Jeremy can run with the best of the CFOs. He can lead teams and will roll up his sleeves to get the job done. Jeremy knows how to excel and execute!” –Carter Wigell, CEO at Ideator 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” –Parker Harris, Founder & President at Junto Global 🏆 “He has a unique ability to solve complex cross disciplinary problems.” –Matt Clifford, Co-Founder & COO at Wholesome Valley Foods (Barnana) My services include: ✔ Part-Time CFO ✔ Forecasting & Budgeting ✔ Financial Systems Assessment ✔ Financial Modeling ✔ Management & Board Reporting ✔ Cash Management ✔ Financial Planning & Analysis ✔ Financial Management ✔ Investor Presentations ✔ Business Advisory ✔ Accounting System Setup and Upgrades ✔ Chart of Accounts Setup and Improvements ✔ Company Dashboard Creation and Advancement ✔ KPI Reporting ✔ Business Process Improvement ✔ Interim CFO ✔ Collections Enhancement ✔ Project Management ✔ Business Planning ✔ Business Intelligence ✔ Financial Advisory ✔ Strategic Advisory ✔ Fundraising Support ✔ Value Creation Audit ✔ Turnarounds ✔ Investment Capital Planning ✔ Policies and Procedures Development ✔ Supply Chain Planning and Optimization ✔ Contract Negotiations ✔ Executive Coaching My industry experience includes: Civic & social organizations, computer software, consumer goods, consumer products, consumer services, food & beverage, furniture, higher education, international trade, internet, law practice, marine, medical devices, nonprofit, real estate, restaurants, venture capital & private equity, wholesale, and many others. My skills & expertise include: ✴ Startup Consulting ✴ Budget Management ✴ Strategic Development ✴ P&L / Revenue Growth ✴ International Business ✴ Due Diligence ✴ Mergers and Acquisitions ✴ Corporate Governance ✴ Risk Management ✴ Trade Finance ✴ Capital Markets ✴ Asset Management ✴ Portfolio Management ✴ Investment Management ✴ Project Finance ✴ Business Credit ✴ Startups / Start-ups ✴ Board Governance ✴ Nonprofit Management ✴ Founder and Co-Founder ✴ Operating CFO ✴ CFO and COO ✴ Outside Director ✴ Corporate Finance ✴ Budgeting & Forecasting ✴ Financial Forecasting ✴ Corporate Strategy ✴ Business Consulting ✴ Business Management ✴ Business Process Reengineering ✴ Presentations ✴ Venture Capital Consulting ✴ Intuit Quickbooks ✴ QuickBooks Online ✴ Process Reengineering ✴ Business Analysis ✴ Business Innovation ✴ Financial Planning ✴ Pitchbooks ✴ Business Proposal Writing ✴ Strategic Planning ✴ Financial Presentations ✴ Business Scenario Development ✴ Business Continuity Planning ✴ Business Modeling ✴ Business Process Modeling ✴ Business Valuation ✴ Business Process Engineering ✴ Business Transformation ✴ Business Writing *Calculation adjusted to account for long-term relationships that have become inactive due to earlier successes; all jobs have been completed successfully.
    vsuc_fltilesrefresh_TrophyIcon Financial Policies And Procedures
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
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