The Best Fintech Consulting Freelancers For Hire In the United States

Check out Fintech Consulting Freelancers in the United States with the skills you need for your next job.

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$125 hourly
Roman Z.
- 5.0/5
- (29 jobs)
Top 1% Upwork expert full-stack software engineer, architect and technology leader focused on software architecture, AWS, Node.js, Python, database design and optimization, CI/CD, DevOps. Programming: Python, TypeScript/JavaScript, Node.js, Shell Frameworks: Django, Nest.js, React, Express Databases: PostgreSQL, MySQL, DynamoDB, Timestream, MongoDB AWS: Lambda, API Gateway, EC2, ECS, RDS, SQS, SNS, S3, Route53, Redshift, CloudWatch, Serverless, etc. DevOps: CloudFormation, SAM, Terraform, CodePipeline, GitHub Actions, CI/CD Blockchain: Ethereum, Algorand, PyTEAL, DeFi, Hyperledger Indy/Aries, Self-Sovereign Identity Containers: Docker, Docker Compose, ECS, Kubernetes Analytics, BI: Qlik, Tableau, Fine BI, Power BI Other: Software Architecture, Stripe payments, Stock/options trading Highly proficient in FinTech, DeFi and financial services

Fintech Consulting
Requirements Specification
Algorand
Amazon Web Services
Agile Software Development
Capital Markets
API
Smart Contract
Blockchain
Cloud Computing
Python
Serverless Stack
SaaS
AWS Lambda
FinTech
Software Architecture & Design
FinTech Consulting
Node.js
$75 hourly
Sabrina M.
- 4.8/5
- (181 jobs)
Valedictorian, engineer and industry leading consultant with 100s of successful client engagements. Currently leading biomedical research at the University of California at Davis.

Fintech Consulting
Microsoft Excel
Software
Google Docs
Blog Writing
SEO Writing
Business Consulting
Data Entry
FinTech Consulting
Startup Consulting
$250 hourly
Jennifer N.
- 5.0/5
- (17 jobs)
Over a span of fifteen years, Jennifer Newton has served as a trusted advisor to businesses of all types, ranging from burgeoning startups to established multinational corporations. Her expertise in navigating the complex regulatory landscapes of various industries has made her an invaluable asset to those seeking to enhance their legal, compliance, governance, and risk management strategies. Jennifer's ability to tailor her advice to the unique needs of each business, coupled with her deep understanding of both domestic and international regulatory environments, underscores her role as a pivotal figure in the field of regulatory compliance and risk management. But Jennifer's vision extends beyond her impressive resume. She founded StartSmart Counsel to ensure that SMBs, crucial to creating economic inclusion and community stability, are not locked out of receiving sound and high-quality representation due to skyrocketing legal fees. My industries: Finanical Services, Fintechs, E-Commerce, Retail, Healthtech, and more Services: Outsourced Chief Compliance Officer, Outsourced General Counsel Whether you are seeking to startup or looking to scale your business, I can help. Here are specific services that I can provide: Regulatory Compliance: Ensuring adherence to local, state, and federal regulations specific to the client's industry. Conducting compliance audits and risk assessments to identify potential areas of vulnerability. Developing and implementing compliance policies and procedures. Contract Drafting and Review: Creating, reviewing, and negotiating contracts and agreements (e.g., vendor agreements, employment contracts, NDAs). Advising on contract management and compliance with contractual obligations. Corporate Governance: Assisting with the formation and structuring of business entities. Advising on corporate governance practices and drafting corporate governance documents. Supporting board of directors with legal and regulatory obligations. Intellectual Property (IP) Protection: Guiding startups and SMEs on IP rights and strategy. Assisting with the registration of trademarks, copyrights, and patents. Advising on IP infringement issues and protection measures. Employment Law Compliance: Advising on employment laws and regulations, including wage and hour laws, anti-discrimination policies, and employee benefits. Drafting employee handbooks and policies. Assisting with employment disputes and litigation prevention strategies. Data Privacy and Security: Guiding businesses on compliance with data protection laws (e.g., GDPR, CCPA). Developing data privacy policies and procedures. Conducting data privacy impact assessments and advising on data breach response. Mergers and Acquisitions (M&A) Support: Providing due diligence support for M&A activities. Advising on legal and regulatory implications of mergers and acquisitions. Assisting with the negotiation and drafting of M&A agreements. Fundraising and Securities Compliance: Advising on the legal aspects of fundraising activities, including equity financing, debt financing, and crowdfunding. Assisting with compliance under securities laws, including Regulation D offerings. Dispute Resolution and Litigation Support: Offering pre-litigation advice to prevent legal disputes. Assisting with alternative dispute resolution methods such as mediation and arbitration. Providing support in litigation preparation and strategy.

Fintech Consulting
Startup Consulting
Legal
Government Reporting Compliance
Startup Company
Compliance
Trademark Registration
Policy Writing
Contract Law
FinTech Consulting
Corporate Law
Legal Consulting
Environmental, Social & Corporate Governance
Corporate Governance
Business Strategy
Risk Management
$75 hourly
Kevin F.
- 5.0/5
- (86 jobs)
My professional experience includes ten years working on growth and client communication projects for financial advisors. I have an education in accounting and finance and a successful track record as a business consultant for fintech startups. As an active trader and investor, I spend several hours a day doing market research and I regularly attend classes and seminars to expand my knowledge of investing and finance. I'm a graduate of the PowerMBA program, which I strongly recommend for anyone working as a freelancer or entrepreneur. Freelance writing is a full-time job for me, so I'm available for both short and long-term projects. My profile here on Upwork includes some of my most recent work. I can provide additional samples on specific topics and references if needed.

Fintech Consulting
Small Business Administration
Business Coaching
FinTech Consulting
Web Content Development
Content Marketing
Blog Writing
Article Writing
Content Writing
Financial Writing
Blog Content
Article
$49 hourly
Jonathan P.
- 5.0/5
- (98 jobs)
Thank you for visiting my Upwork "Top-Rated" profile. I'm a 3x founder and 2x Senior Executive in Finance and Product with $800M in fundraising and $300M in product launches. Including: - Capital Formation (debt or equity) - Business plans/Pitch decks/Content production (blog posts) - Product Ideation and Validation - Market Research - Product Strategy; including pricing Here are just a few of the things I've helped companies do: Increase net income growth by 10x. 🚀 Helped companies raise over $800M in capital (experienced with both debt & equity fundraising). 💵 Ideate, validate, and build net-new, modern products that have earned me national awards. 🏆 I've worked with companies ranging from pre-revenue startups to Fortune 500 tech giants. What I bring to the table: ✅Growth Strategies = Get help determining which products/services to invest in, and establish go-to-market strategies, and pricing structures. ✅Capital Acquisition = I work with you to get your business into a posture where it's ready to attract capital from investors and/or lenders. Plus, access my network of over 200+ investors and lenders. I do that by leveraging my eclectic set of experiences and skills, with a background as a former C-level banking executive, 3x startup founder, and Director of Product for a publicly traded company. If this sounds like you, we should talk about how I can help: I don't have enough time in the day to accomplish everything I need to.⏲️ Finance isn't my strong suit. 📊 I don't have the right contacts or network to drive toward closing a round of funding. 💸 I don't have the right experience creating "investor-ready" documents. 📃 I'm unsure what products to build, how to market them, or how to price them. 🎯

Fintech Consulting
Investor Roadshow
Small Business Administration
Venture Capital Consulting
Venture Capital
Fundraising
Management Consulting
Business Plan
FinTech Consulting
Presentation Design
$150 hourly
Nick J.
- 4.9/5
- (30 jobs)
What sets Me apart from the rest that is easy, I am the tech guy who speaks in plain english, the guy who simplifies tech so everyone can understand it. I am a motivated self taught programmer, who partners well with start-ups and idea people. I know with any start up every team member has to wear multiple hats, my knowledge of marketing, sales, user acquisition and overall business acumen makes me a highly valuable asset for you. I not only can program and break the project down in tech terms, I understand business and how to get you to to your ROI faster. I am proficient in programming in Swift and Objective C, a understand the principles of Java and Android Development and manage a team currently of Backend, front end and designers. I study UI/UX as i have always felt the majority of users do not care how an app runs, just that is does and looks killer. I have worked on On Demand platforms ( Several ) to large Enterprise applications for fortune 500 companies. I have a passion for gaming and have dabbled with mobile games and game engines as well. If you feel you are looking for a partner to work with, you have found them let me partner with you today to make your Dream a Reality.

Fintech Consulting
UI/UX Prototyping
Software
FinTech Consulting
iOS Development
Swift
Objective-C
Java
$50 hourly
Dmytro K.
- 5.0/5
- (10 jobs)
The project's most difficult part is finding someone who is 𝘀𝗺𝗮𝗿𝘁, 𝗽𝗹𝗲𝗮𝘀𝗮𝗻𝘁, and 𝘀𝘄𝗶𝗳𝘁. Without further ado, I'm putting my reputation on the table! Here is a client testimonial from one Brand Identity project: ⭐⭐⭐⭐⭐ ''Dmitry was a pleasure to work with and an invaluable asset to the project. He is a true professional who is very knowledgeable with a great design sense and work ethic. A great experience!" With 𝟭𝟱 𝘆𝗲𝗮𝗿𝘀 of experience as a product designer, I currently lead as a 𝗨𝗜/𝗨𝗫 𝗱𝗲𝘀𝗶𝗴𝗻𝗲𝗿. Throughout my career, I have successfully delivered 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝟯𝟬𝟬 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀, from simple websites to intricate platforms, including the design logic of chatbots using 𝗲𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗱𝗲𝘀𝗶𝗴𝗻 systems. My portfolio includes numerous cryptocurrency-related projects, where I've tackled diverse challenges, from 𝗯𝗿𝗮𝗻𝗱 𝗶𝗱𝗲𝗻𝘁𝗶𝘁𝘆 creation to developing internal platforms and pre-sale products. When it comes to web design and development, I specialize in everything from web design agency services to building websites online. My skills in website design and WordPress development ensure that every project is visually stunning and functionally robust. Whether you need SEO and web design services or a WordPress template, I'm here to help. My versatility in handling various project types enables me to scrutinize and refine each aspect comprehensively. Multitasking is not merely a skill for me—it's a strength. I am committed to continuous learning and skill enhancement, incorporating elements like 3D modeling and motion graphics to elevate projects by blending aesthetics with intelligent system thinking. At the core of my approach is a passion for creating stunning visuals supported by smart systems. I strive to empower brands to excel digitally by crafting memorable experiences that resonate deeply with users. My expertise spans a broad spectrum, including: 💠 UI/UX Design 💠 Product Design 💠 Web3 Projects 💠 Fintech Products 💠 Mobile Application Design 💠 System Design 💠 Prototyping 💠 Wireframing 💠 CRM and SaaS Software Design 💠 Interaction Design 💠 Webflow Development 💠 WordPress Also, there are some technologies that I use for incredible results: 🚀Web: Next.js, Redux, React.js, Bitrix, Nuxt.js, Vue.js, Webpack, Gulp, JQuery, Sass, CSS, Angular, Bootstrap, HTML 🚀Backend: PostgreSQL, Elasticsearch, Ride, Waves, MySQL, WebSocket, Django, Python, MongoDB, Node.js, SQL, Laravel, PHP, Golang 🚀DevOps: Vagrant, Red Hat, Kubernetes, Jenkins, Fedora, Ansible, Centos, Ubuntu, GitLab, Grafana, Apache, Nginx, Docker, Git 🚀Design System: Figma, Miro, Adobe After Effect, Blender, Cinema 4D, Spline, Invision App, Adobe Illustrator, Photoshop 🚀UI/UX: Mobile App (iOS/ Android / Native), Corporate Websites, MVP for Startups, Design Systems, Online Store, Marketplaces, Landing pages, Crypto, Financial, Healthcare, Web3, Dashboards, SaaS, B2B, 3D videos, Branding, Character design 🚀Mobile dev: Java & Kotlin, SWIFT & Objective-C, React Native, Flutter I also specialize in WooCommerce development, creating seamless eCommerce experiences on WordPress. Whether you're looking for best WordPress plugins or need help with WordPress customer service, I've got you covered. My skills include working with advanced custom fields pro, Gutenberg WordPress editor, and providing WordPress support for all your needs. Additionally, I have extensive experience with REST API WordPress integration, which allows for the creation of dynamic and interactive websites. My proficiency with headless WordPress setups ensures flexibility and scalability for your projects. I am adept at using free WordPress themes and crafting custom WordPress templates to fit your specific needs. For eCommerce solutions, I leverage WooCommerce and WordPress to build robust online stores. I also provide WordPress cost evaluations to help you understand the budget requirements for your project. If you need WordPress SEO optimization, I utilize Yoast WordPress for the best results. I am driven by innovation and meticulous attention to detail. 📮 For more information or to discuss how we can provide you with top-notch, cost-effective services and solutions, please contact me and we can start immediately!

Fintech Consulting
Landing Page
Cryptocurrency
Adobe After Effects
SaaS
FinTech Consulting
User Experience Design
Mobile UI Design
Responsive Design
Adobe Photoshop
Figma
Web Design
$150 hourly
William F.
- 5.0/5
- (103 jobs)
--MBA with Wall Street experience (American University, Deutsche Bank) --15 years at IBM Consulting --Write white papers, business cases, pitch decks, web content and press releases --Journalism clients include The Economist Group, Investor's Business Daily, Newsday, Palm Beach Post, Institutional Investor's Alpha, The Industry Spread and DealFlow's Alternative Lending Report --Presently writing and editing feature articles for AlphaSense, Global Finance magazine, HFM, the Sharestates blog and others --Ghostwriting newsletters and market forecasts for two pension funds --Served on staff at Rodale Press, (Fort Lauderdale, Fla.) Sun-Sentinel and ChemicalWeek --Board member, New York Financial Writers Association

Fintech Consulting
Content Writing
Financial Prospectus Writing
FinTech Consulting
AI Content Creation
Cryptocurrency
Journalism Writing
Search Engine Optimization
Information Technology Strategy
Content Strategy
Blog Writing
White Paper
Creative Writing
Financial Writing
Ebook
$75 hourly
Brennan P.
- 4.8/5
- (19 jobs)
Hello, I’m Brennan, a dedicated professional specializing in property tax, real estate valuation, and proptech operations. With extensive experience across all property types in most of the United States, I handle appeals, payments, renditions/returns, audit defense, and assessments for residential, commercial, and business personal properties. I bring a deep understanding of real estate valuation and a proven track record in managing complex property tax issues. Additionally, as the first employee of a successful venture-backed proptech startup, I have a unique perspective on operational challenges and can provide strategic insights for similar businesses. Whether you need expert assistance with property tax matters, real estate valuation, or guidance on proptech operations, I am here to help. Let's tackle your challenges together and achieve your goals efficiently and effectively.

Fintech Consulting
FinTech Consulting
FinTech
Real Estate Investment Assistance
Real Estate Law
Real Estate Acquisition
Real Estate Appraisal
Property Tax
Real Estate
Online Research
$150 hourly
Christopher M.
- 4.7/5
- (17 jobs)
I’m a CEO, founder, and professor of leadership and entrepreneurship at Arizona State University. I’ve spent over a decade building and running businesses, guiding them through times of growth and change. Now, I focus on helping leaders become the best versions of themselves. I’m the author of three books on leadership and entrepreneurship, including Enlightened Entrepreneurship and The B:Side Way. My approach is simple: real-world insights, practical advice, and a deep respect for the people you lead. Here’s a bit about my background: • CEO of B:Side Capital and B:Side Fund, among the top SBA lenders in the U.S. • Leadership & Management Professor at W.P. Carey School of Business • Former founder/CEO of BodeTree, a fintech startup for small businesses • Served as Interim Global CEO of Yellow Express, an Australian logistics company • Published writer for Entrepreneur, Forbes, and The Wall Street Journal If you want to unlock your leadership potential, build strong teams, and create a culture that thrives, I’m here to help. Let’s talk about what you need and how we can work together to reach your goals.

Fintech Consulting
FinTech Consulting
Management Consulting
Sales Writing
Online Writing
Book Writing
Ebook Writing
Essay Writing
Article
Ghostwriting
$35 hourly
Tanja M.
- 5.0/5
- (10 jobs)
With three Ivy League degrees and a perfect working knowledge of the English, German, Serbian, Croatian and Bosnian languages.

Fintech Consulting
Insurance Consulting
FinTech Consulting
Serbian to English Translation
English to Bosnian Translation
Resume Writing
Cover Letter Writing
Croatian to English Translation
German to English Translation
Editing & Proofreading
Content Writing
English
Data Entry
$200 hourly
Jeff K.
- 5.0/5
- (22 jobs)
Hi, I'm Jeff and I am an experienced BSA/AML compliance consultant who most recently served as Chief Compliance Officer at bitFlyer USA, where I led the Legal, Regulatory Affairs, Compliance, and Risk departments. I've built multiple AML programs from the ground up, and have worked in almost every area of payments compliance for various cutting edge financial services including Google and Coinbase. I am currently available for short to medium term consulting work for money transmitters and/or money services businesses. If you are looking for a BSA compliance officer/MLRO/CCO, I can fill that role as well, please contact me for specific rates.

Fintech Consulting
Regulatory Compliance
Blockchain
Regulatory Intelligence
Bitcoin
Cryptocurrency
Compliance Consultation
Finance & Accounting
Compliance
FinTech Consulting
Anti-Money Laundering
Internal Control
$50 hourly
Maria M.
- 5.0/5
- (9 jobs)
Over the past 29 years, I've enjoyed a robust and eclectic career that has spanned various industries and roles. And while my professional journey has included roles in the government and private sectors, it has also encompassed creative roles in the literary world as well as social and digital entertainment. Through it all, the constant has been and remains to be a strong commitment to helping my clients attain their ideal state. As a seasoned leader with extensive experience in project management and operations, I take pride in my diverse working experience in sales, contact center operations, education services, consulting services, team building, journalism, event planning and entrepreneurship. All of these experiences provide me the unique ability to relate to startup teams and established organizations alike. If you're wondering why I'm on Upwork with all of this experience, the answer is simple... I'm in the process of bootstrapping my next venture, a mobile video game development company named 623 Studios!

Fintech Consulting
Content Writing
Essay Writing
Book Writing
Blog Writing
Scriptwriting
Game Design
Article Writing
Sports Writing
Leadership Training
Leadership Skills
Consultation Session
Software Consultation
FinTech Consulting
Cross Functional Team Leadership
Game Consultation
$175 hourly
Monisha C.
- 5.0/5
- (1 job)
Fintech Sales & Treasury Management Consultant | Revenue Growth & Payments Expert 🚀 Helping Fintech & B2B Companies Optimize Sales & Treasury Operations for Scalable Growth With more than 17 years of experience in cash management, treasury solutions, and sales strategy, I help startups and mid-sized businesses improve revenue operations, streamline financial workflows, and build strategic partnerships. 🔹 Who I Work With: • Fintech, SaaS, and B2B companies looking to scale • Startups navigating financial infrastructure, payment processing, and treasury management • Businesses seeking high-impact sales strategies to drive revenue growth 🔹🔹 What I Offer: ✅ Sales Strategy & Business Development – I design consultative sales processes tailored for fintech and B2B clients, ensuring alignment with financial operations and growth goals. ✅ Treasury & Payments Advisory – I help companies optimize cash flow management, embedded finance solutions, and payment integrations. ✅ Revenue Growth & GTM Strategy – I develop go-to-market strategies, pricing models, and customer acquisition plans for financial and SaaS products. ✅ Partnership & Enterprise Sales Consulting – I assist in structuring strategic alliances, banking relationships, and large-scale B2B deals. I bring a deep understanding of the intersection between finance, technology, and sales, allowing me to deliver solutions that drive profitability and efficiency. Let’s work together to optimize your business and scale faster! Key Skills • Fintech Sales Consulting • Treasury Management Strategy • Cash Flow Optimization • B2B Sales & Business Development • Payment Processing & Embedded Finance • Revenue Growth Strategy • Go-To-Market (GTM) Planning • Enterprise Sales & Partnerships • Financial Operations & Automation • SaaS & Fintech Advisory Work Experience: Treasury Management Officer | JPMorgan Chase – Technology & Disruptive Commerce Overview: Advised high-growth technology, fintech, and venture-backed startups on treasury management, payment solutions, and financial operations to support scaling businesses. Partnered with founders, CFOs, and finance teams to optimize cash flow, manage liquidity, and integrate innovative banking solutions. Key Contributions: 🔹 Treasury & Payment Strategy – Designed and implemented custom treasury solutions for tech and SaaS companies, ensuring efficient cash flow, risk management, and global expansion readiness. 🔹 Embedded Finance & Payments Optimization – Advised fintech startups on payment processing strategies, embedded finance models, and banking integrations to improve transaction efficiency and revenue streams. 🔹 Enterprise Sales & Business Development – Managed a portfolio of VC-backed startups and high-growth companies, developing custom financial solutions to support their scaling needs. 🔹 Partnership & Banking Integrations – Consulted on strategic banking relationships and embedded payment solutions, helping clients integrate fintech products into their platforms. 🔹 Consultative Sales Approach – Leveraged deep industry knowledge to drive high-value consultative sales, resulting in increased product adoption and revenue growth for JPMorgan’s treasury services. Impact: ✅ Helped multiple fintech startups secure scalable payment solutions, reducing payment processing time by up to 30%. ✅ Assisted clients in streamlining cash flow forecasting, leading to better liquidity management and capital efficiency. ✅ Played a key role in expanding JPMorgan’s presence in the technology and fintech ecosystem, strengthening relationships with VC-backed startups and mid-market tech firms.

Fintech Consulting
Enterprise Resource Planning
Treasury Management
Payment Processing
Cash Flow Analysis
Sales Consulting
FinTech Consulting
SaaS
Account Management
Project Management
Business Development
Sales
$56 hourly
Isaiah H.
- 5.0/5
- (1 job)
Accomplished financial services and fintech professional with knowledge in client engagement, quality assurance, team development, and team leadership. With 10 years of financial service experience, I also hold my Series 7, 63 & 9/10 Licenses from FINRA. In addition, I have outstanding interpersonal communication skills sharpened from over 15 years of customer-facing service experience. I have helped improve customer experience across both established and start-up financial services firms. If you are looking for a set of experienced eyes to provide a fresh point of view, let's connect!

Fintech Consulting
Beta Testing
Customer Retention Strategy
Customer Engagement
FinTech
Customer Experience
Cross Functional Team Leadership
FinTech Consulting
Communication Skills
Customer Relationship Management
Resolves Conflict
Customer Service Analytics
Relationship Management
Customer Onboarding
Risk Analysis
Client Management
$300 hourly
Johnny A.
- 5.0/5
- (10 jobs)
I advise and work directly with Executives, Entrepreneurs, Founders & Fund Managers to raise capital, navigate corporate growth strategies, M/A advisory, and 1 : 1 venture coaching. Experience: -Founder -Co-Founder -VP, Corporate Development -Venture Advisor -Startup + Growth stage Consulting and Advisory -C-Level 1:1 Coaching -15 + years experience establishing B2B Identity Tech Startup -Bootstrapped $70MM+ in LT Revenues Experience: Fundraising Corporate Development M/A Advisory Venture Advisory Investor Materials: CIM, Data Room, Cap Table Pitch Deck: Analysis + Review, Content Creation, Narrative, Design Go To Market Strategy Market Fit Raising Capital: Multi Stage Financial Modeling Business Strategy Evaluation Valuation Investor Relations B2B Enterprise Sales B2B Growth Consulting Experience pitching Angels, VC's, Investment Banking, Private Equity Significant Experience Sourcing, Negotiating & Closing New Logos- $1MM+ contracts Building Sales Pipelines from the ground up Sourcing Leads Putting systems in place for B2B Lead Gen + New Logo I also have significant experience overseeing global expansion, corporate development, revenue growth, operations, and key partnerships. I have successfully managed and grown Company presence in multiple countries and sectors, including fintech + crypto + banking + AI + e-commerce + gaming + healthcare + finance + convenience + martech.

Fintech Consulting
Investor Roadshow
Pitch Deck
Mergers & Acquisitions
Private Equity
Executive Coaching
Business Consulting
Venture Capital
Fundraising
Financial Consulting
Venture Capital Consulting
Investment Strategy
Growth Strategy
Startup Company
Startup Consulting
FinTech Consulting
$150 hourly
Guy K.
- 5.0/5
- (1 job)
With over 30 years of experience in the financial services industry, I am a senior executive with a passion for providing customized and innovative solutions to clients across various sectors and markets. I have a strong background in financing, product sales, sales leadership, capital markets, treasury, risk management, and consulting, as well as multiple certifications and languages. Currently focusing on Capital Markets, Treasury, and Financial Services Consulting, I have a diverse skill set that ranges from data analytics, utilizing data-analytic tools such as Tableau, SQL, and Python, to more comprehensive advisory services in financial management, including Cash Flow Optimization and Debt Management. This is complemented by a strong understanding of Risk Mitigation, Regulatory Compliance, and Contract Negotiation. With many years of Client Relationship Management involving customizing solutions for a variety of clients, both domestically and internationally, as well as leadership experience in Team Recruitment and Development; this holistic approach aims to address both immediate strategic and financial issues, as well as positioning them for longer-term fiscal stability and growth. Previously, as a Managing Director with PNC Capital Markets for over 20 years, I was involved in ongoing growth development of a team of professionals in delivering tailored debt capital markets, fixed income, equity, foreign exchange, and cash management solutions to corporate and high net worth clients in the U.S. and Canada. I ranked as the top revenue producer for six consecutive years. I also leveraged my expertise in financing and hedging to develop and launch new specialized Capital Markets products and solutions, to meet the evolving needs and challenges of the market. Specifically - I focused in adapting and customizing baseline Capital Markets product and solution offerings into "non-mainstream" Business Segments through, developing a detailed understanding of the Financing Solutions that these Specialty Business Units provided to their Clients.

Fintech Consulting
Risk Management
FinTech Consulting
Microsoft Office
Financial Modeling
Treasury Management
Team Management
Team Building
B2C Marketing
B2B Marketing
Financial Consulting
Capital Markets
Python
Tableau
Analytical Presentation
Data Analysis
$125 hourly
Pete B.
- 5.0/5
- (7 jobs)
I am a 3-time entrepreneur and seasoned start-up operator with over two decades of experience spanning digital marketplaces, mobile, fintech, and AI. I was on the founding team and led business development at Classifieds2000 (acquired by Excite), one of the first 2-sided marketplaces on the web. Nearly a decade later, I co-founded Soundflavor (acquired by Ricall), an early AI-powered music recommendation engine. In 2016, I founded Hundy, a mobile-only, P2P micro-lender, with the goal of making an affordable financial cushion available to anyone who is creditworthy. I have a rich background in tech and a passion for mentoring and nurturing pre product-market-fit startups. Some of the areas I can help with are: - Assistance with refining your business model, developing strategy, and shaping your long-term vision. - Identify potential markets, devise customer acquisition strategies, and guide your customer & product development processes. - Offer advice and guidance in raising capital including helping you prepare for investor pitches, understanding your startup's valuation, and effectively managing discussions with investors. In addition, I also enjoy working as an individual contributor wearing many hats to help get the business off the ground. The website, customer service, operations, HR and accounting are all areas I'm accustomed to covering. I can also help hire the team to take over these roles as the company grows. I love working with early stage startups and always keep the following in mind: all great businesses started small.. and business is all about momentum.

Fintech Consulting
Underwriting
Organic Traffic Growth
FinTech Consulting
Persona Development
Go-to-Market Strategy
Strategic Planning
Mobile App Development
Product Management
Business Operations
Business Development
Fundraising
Customer Development
Startup Consulting
Digital Marketing
Lead Generation
$300 hourly
Aliya H.
- 5.0/5
- (3 jobs)
Experienced start-up executive, legal and business strategy, fintech leader. General Counsel for at 4 different startups in fintech, healthtech and martech 20 plus years legal experience, including 10 years in investment banking Harvard Law, Columbia U, ex-JPMorgan, ex-BigLaw, seasoned startup advisor Published academic and former law professor My style: I am a plain English lawyer. I am efficient and clear in my communications with you and counterparties. I get deals done, meet or beat deadlines, and will not nickel and dime you. You will feel great after we work together!

Fintech Consulting
FinTech Consulting
Human Resources Consulting
Employment Handbook
Employment Law
Contract Drafting
Contract Negotiation
Contract Law
Privacy Policy Writing
Data Privacy
Privacy
Academic Editing
Startup Consulting
Commercial Style
Legal
$65 hourly
Sheryl M.
- 5.0/5
- (1 job)
I’m a lawyer for small financial firms. I can help with licensing, policy writing, AML compliance, and contract and agreement review.

Fintech Consulting
Cryptocurrency
Lending Regulation
Regulatory Compliance
SEC Regulation
Finance & Law
Financial Policies & Procedures
FinTech
FinTech Consulting
Compliance
$150 hourly
Joseph N.
- 5.0/5
- (4 jobs)
- 10 years working on tier 1 business critical teams @ Uber, Opentable, and Affirm. - Designed, implemented, and maintained products that have processed over $500B+ in payments to date. - Went 0 -> 1 @ Fast Checkout and helped raise $124M in funding. - Hired 150+ engineers and managed teams of up to 18 engineers to deliver mission-critical projects. - I trade my own money using homegrown algorithmic systems. If you need help with ‍- Payment systems (E-Commerce, POS) - Startup Prototyping - LLM Engineering & Real World AI Implementation - Financial Technology - Algorithmic Trading Systems - Hiring 10X Engineers ‍ I'd love to chat and see if there's a good fit. My Process 1. Free consultation 2. Scope, requirements, timeline, and cost alignment 3. Deliverables 4+. Continuous iteration and support if requested

Fintech Consulting
Trading Automation
Startup Consulting
Organizational Development
FinTech Consulting
AI App Development
AI Consulting
LLM Prompt Engineering
Linux
Golang
Rust
Front-End Development
Back-End Development
Ecommerce Development Consultation
JavaScript
Python
$100 hourly
Jackson N.
- 5.0/5
- (1 job)
Since 2019, I've helped 2,000+ small businesses receive over $200 million in funding. I help you choose the right funding strategy, making sure you get the best options, often through SBA programs that offer unbeatable rates and terms. What sets me apart: -Dedicated to SBA financing: SBA loans are some of the best financing options available for small businesses, and I specialize in navigating the process to secure them for you. -Personalized, hands-on service: Unlike super brokers, I’ll walk you through the steps, answer your questions, and guide you to the most effective solution for your business. -Finding the best rates and terms: I’m committed to finding the most competitive rates and financing terms, with a focus on SBA programs that provide the long-term financial stability your business needs. I don’t just connect you with money—I make sure it’s the right money, on the right terms, so you can grow with confidence.

Fintech Consulting
Business Consulting
Management Consulting
Startup Consulting
Venture Capital Consulting
FinTech Consulting
Financial Consulting
Consultation Session
Project Finance
Commercial Lending
Crowdfunding
Loan Processing
Loan Approval
Small Business Administration
Corporate Finance
Microfinance
$130 hourly
Rebecca R.
- 5.0/5
- (138 jobs)
If AI could produce great tech marketing writing, you wouldn't be reading my profile. For more than 30 years, I've been providing top quality writing for technology companies globally. There's no substitute for someone who knows technology, takes a deep-dive into your technology and your industry, and provides crafted materials designed to meet your marketing goals. When you work with me, you can be confident that all of the writing is 100% free of AI contamination and LLM McWriting. My experience includes blockchain, AI, IOT, security, enterprise software, telecommunications, SaaS, machinery, chips, circuit boards, storage, infrastructure, and cloud services. I've worked with customers in creating blog posts, websites, brochures, technical articles, video scripts, and white papers. Over the last 5 years, I've written more than 100 whitepapers for Web3 projects and created specifications for a number of DAOs, as well as projects in the identity and reputation space. If you are looking for someone who can quickly grasp any subject matter and write in-depth articles and white papers quickly and reliably, I'm your choice. The benefits of working with me are speed and accuracy. Because of my background, I can learn any customer and market rapidly, come up with original ideas if needed, and work independently. Typically, only minor changes are needed from my first to final drafts. As you can see from the reviews on my profile, my clients are highly satisfied and emphasize my ability to deal with highly technical projects. I have written for companies such as Alcatel-Lucent, Pew Research, Verint, Seagate, Vasco, and Cisco. Generally speaking, I prefer to work on a fixed-price basis. You are guaranteed results, and you don't have to guess the budget. Is it urgent? No problem. I can give you turnaround in a day or two of projects up to 5000 words. I'm looking forward to working together.

Fintech Consulting
Cryptocurrency
FinTech Consulting
Blockchain
Business Writing
Editorial Writing
Case Studies
Article Writing
Blog Writing
White Paper
Business Proposal Writing
Business Coaching
Content Writing
Business Plan
$89 hourly
Shagun A.
- 4.8/5
- (148 jobs)
I am a professional market researcher with a combined experience of 14 years (worked with Deloitte, UBS Investment Bank, Introhive) in advanced secondary market research, and market intelligence consulting. Please reach out if you are: - Wanting to launch new product/service - expanding into new geographies - looking for new business opportunities - developing strategies - Searching for investors Here is why you should hire me: - Work with over 400 clients spanning virtually every industry, including start-ups and fortune 500 clients. - I am fast and extremely reliable - Available 24*7 for a skype, watsapp or phone call - Delivery quality projects in record time I specialize in helping with: - MARKET RESEARCH: - COMPETITIVE ANALSYSI - Product REVIEWS - COMPANY PROFILING - BENCHMARK RESEARCH - GENERAL RESEARCH: You've got questions. We've got answers. - PITCH BOOK AND BUSINESS PLAN - CORPORATE BLOG WRITING SERVICES Why you should hire me: - I am a 10-year veteran of consulting and market research - A Deloitte Consulting and UBS investment Bank alumni - Some of my clients are Introhive, Asset Panda, Salt Works, M-Files, Speede Training - Success.com and Thrive Global contributor - MBA in Finance and Marketing Thank you for your time and have a great day! Best, Shagun

Fintech Consulting
Industry & Competitor Analysis
Competitive Analysis
Go-to-Market Strategy
Research & Development
Business Analysis
FinTech Consulting
Research Summary
Research Papers
Investor Overview
SaaS
Investor List
Brand Consulting
Research & Strategy
Presentations
Business Plan
$125 hourly
Jeffrey E.
- 4.9/5
- (75 jobs)
I have over 30 years of experience as a technical writer, and have performed numerous UpWork jobs in this area from LinkedIn posts and technical blog article to complex product and API documentation. I have performed technology assessments and documented software, software development description, software architecture documents from a technical and non-functional point-of-view, advice on software development processes and tools, to name a few. * "Jeffrey demonstated impressive skills in understanding our product and product vision. He performed the mission beyond expectations. Would no doubt hire again and look forward to doing so." * "Impressive. Good communication as well." * "Jeff has provided more than I expected. He is a great professional and you just feel that you are in good hands from the beginning." * “Jeffrey is very professional, competent and communicative. It's a pleasure to work with him.” * "I am not easy client but Jeffrey did a good job, defiantly i will be happy to work with him again and highly recommend to others" * "Very professional and knowledgeable. Excellent to work with!" * “Professional and personable. I look forward to working with Jeffrey again” * “Very satisfied. Responsible, professional and completed the job as indicated.” * “Working with Jeffrey ... was a pleasure. His understanding of what we needed to achieve, his technical capability and his ability to work with feedback and action it quickly means I'm looking forward to working with him again in the future. Highly recommended." * “Jeffrey was a very good help on our project, always available and ready to present good solutions. I would recommend his work to a friend.” I have been working as an enterprise architect in financial services for over thirty years. I focus on Java, web technologies (HTML, CSS, Javascript, jQuery mobile, web services), APIs and new technologies such as cloud services, distributed storage, graph databases, big data tools, application servers (WebSphere, WebLogic, TomEE) and database systems (MS SQL, Oracle, DB2, Cassandra/Titan). I have been working on UpWork as technical advisor for several start-ups. One is a start-up in San Francisco that I worked with since May 2014 as their "part-time, remote CTO" -- after documenting the design for their investment management software, then documenting the enterprise software non-functional requirements that they need to meet to be taken seriously in the financial services world, and was their "technical project manager" for over 6 months. I have also helped them on their business continuity planning and information security programs that they need in place to connect to some large investment firms. Another is a more mature start-up in Indonesia, but they have several challenges with the organization of their IT team and development activities. I am helping them to put in place methods, tools and procedures. I work regularly with other smaller start-ups; all related to their IT activities and most of them with a focus on efficiently outsourcing to lower-cost resources.

Fintech Consulting
FinTech Consulting
FinTech
Technical Writing
Proposal Writing
Requirement Analysis
Web Development
Business Development
Unified Modeling Language
Business Analysis
$39 hourly
Kelsey S.
- 4.8/5
- (24 jobs)
I have vast experience as an Operations Manager and Analyst in the startup, specifically FinTech, space. Skills that have helped advance my career include but are not limited to SQL, BPO Management, project management, product and engineering collaboration, and experience with all sorts of FE & BE programs and applications. I also have a fully stocked and remote work environment with reliable internet. I am very eager and quick to learn and can complete quality work in all areas ahead of schedule. I feel that my qualifications can be used and applied in many different areas. I am also very flexible when it comes to daily working hours and scheduling. Looking forward to working with you!

Fintech Consulting
Adobe Illustrator
Graphic Design
Project Planning
Organizational Design & Effectiveness
Organizational Development
Startup Consulting
Business Operations
Product Design
Digital Marketing
Data Analysis
Project Management
SQL
FinTech Consulting
Business Development
Operations Analytics
$55 hourly
Timothy N.
- 4.9/5
- (45 jobs)
Hi there! I'm Tim Norton, a highly skilled and experienced software developer specializing in Laravel, React, and Python. With a proven track record of delivering efficient and reliable solutions, I am dedicated to providing top-notch development services tailored to meet your specific needs. I'm also certified in User Experience design, a rare skill! In my career spanning over 16 years, I have gained extensive expertise in the financial industry and software solutions domain. Prior to establishing my freelance practice, I held the position of VP of Product Management and Development at a company focused on building software tools for quantitative asset managers. Additionally, I successfully led the technology team at a Fintech startup, spearheading the development of their initial application. My proficiency extends to a wide range of technologies and frameworks. I excel in crafting custom applications that seamlessly handle complex functionalities, such as trading systems, payment collection, client data management, and machine learning integration. Furthermore, I have in-depth experience in developing escrow payment and inventory systems, leveraging my expertise in Laravel, React, and JavaScript frameworks. With a keen eye for clean and elegant code, I prioritize maintaining best practices and implementing optimal User Experience Design. I am passionate about delivering exceptional software that exceeds client expectations. Whether you need a robust web application, data services in Python, or server scripting, I am fully equipped to tackle your project efficiently and professionally. To attest to my skills and professionalism, I am more than happy to provide references upon request. I am committed to delivering high-quality results promptly, and I am always open to discussing your project requirements. If you're looking for a fast and reliable developer to bring your ideas to life, feel free to reach out to me. Let's collaborate and create amazing software together! My Job Success is not 100% due to taking a long time responding to invitations last year! It's not due to job performance. Upwork docks a freelancer for not responding within 24 hours to invitations.

Fintech Consulting
FinTech Consulting
CodeIgniter
Custom PHP
Product Management
User Experience Design
Database Development
UX & UI
Agile Software Development
Laravel
Machine Learning
Amazon Web Services
React
Node.js
JavaScript
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