Fractional CEO Job Description Template

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Chief Executive Officer Job Description

A Chief Executive Officer, better known as a CEO, is the strategic compass for an organization. This role requires the perfect balance of vision, leadership, and execution. The CEO is the touchstone for the company's values, steering its mission toward its vision and balancing oversight and action. A CEO must know the ins and outs of the company as this role requires making decisions that will affect relationships with stakeholders. A CEO’s actions directly impact how the public views the company. Many organizations and businesses also rely on the CEO for expansive purposes.

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Job Overview

Our organization seeks a seasoned, visionary Chief Executive Officer (CEO) to shape our strategic growth. In this vital role, you'll guide our company's trajectory, captain our executive team, and collaborate closely with our board of directors. We're looking for a proven leader with a history of strategic insight and extraordinary management abilities.

Responsibilities

Develop and implement the company's strategic plan in collaboration with the board of directors
Lead the executive team in executing the company's strategic initiatives and goals
Establish and maintain strong relationships with key stakeholders, including investors, customers, partners, and employees
Oversee the company's financial performance, ensuring sustainable growth and profitability
Foster a positive company culture that aligns with the organization's mission and values
Ensure compliance with legal and regulatory requirements, as well as industry best practices
Represent the company in public forums and act as the primary spokesperson for the organization
{{Add any other responsibilities specific to your company or role}}

Skills and Qualifications

Bachelor's degree in Business Administration, Finance, or a related field; Master's degree or MBA preferred
Proven experience as a CEO, COO, or in another senior executive role
Outstanding leadership and management skills, with a track record of driving organizational growth and success
Excellent communication and interpersonal skills, with the ability to build relationships with diverse stakeholders
Demonstrated strategic thinking and problem-solving abilities
In-depth knowledge of the industry and market trends
Ability to work well under pressure and adapt to changing circumstances
{{List any additional skills, qualifications, or certifications specific to your industry or role}}

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Four Steps To Crafting A Chief Executive Officer Job Description That Perfectly Suits Your Needs

Ready to draft the ideal Chief Executive Officer job ad? Let’s get started!

Define the Specific Chief Executive Officer Role You Need

Chief Executive Officers (CEOs) are pivotal in steering company strategy and ensuring operational excellence. Those experienced in startups are adept at navigating early-stage challenges and scaling businesses rapidly. In contrast, CEOs with a background in established corporations are crucial for driving sustained growth, managing large-scale operations, and leading through transformation. Additionally, CEOs who specialize in specific industries such as technology, healthcare, or finance can bring invaluable insights and tailored leadership that propel niche market success.

Select the Employment Type

The selection process for a CEO varies greatly based on the company’s size and objectives. For long-term strategic leadership, hiring a full-time CEO is essential to maintain a consistent vision and company culture. Alternatively, interim CEOs can be valuable for navigating transitions such as mergers or significant restructuring. Ensure that any hiring decisions comply with board directives and governance best practices, and always engage with legal and HR professionals to navigate executive contracts and compliance issues.

Assess the Required Experience and Qualifications

The effectiveness of a CEO largely depends on their experience and ability to lead at the highest level. Candidates should possess a proven track record of leadership success, deep industry knowledge, and the ability to adapt and innovate in changing markets. Evaluate candidates based on past leadership roles, their impact on previous organizations, and their vision for your company. Leadership in a CEO role requires not only strategic and operational expertise but also exceptional interpersonal and communication skills.

Consider Industry-Specific and Organizational Needs

The role of a CEO is critical across all industries, but understanding the specific challenges and opportunities in your sector is key. Choose a leader whose strategic and operational expertise aligns with your company's specific needs, such as someone experienced in global expansion, digital transformation, or turnaround management, depending on what your company requires. The CEO’s ability to mesh with the company culture and drive the organization toward its long-term goals is also paramount.

Next Steps

With this guide, you’re equipped to create a job description that attracts the ideal Chief Executive Officer for your organization. Consider engaging executive search firms or industry contacts to find candidates who not only meet the criteria but will also drive your company to new heights.

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Hire Fractional CEOs

Fractional CEOs you can meet on Upwork

$40 hourly
Rabia Feroze A.
- 4.9
- (15 jobs)
Dubbo, NSW
Fractional CEO
Management Development
Cold Calling
Customer Support
Email Communication
Customer Relationship Management
Outbound Sales
Data Entry
Business Management
B2B Marketing
Lead Generation
I AM A TOP-RATED BDR / SDR / Sales Closer I am a skilled professional with a strong background in business and operations. My expertise lies in telemarketing, specifically in sales and customer support. With polished communication skills, I excel in maintaining excellent relationships with customers, co-workers, and vendors. I am dedicated to helping companies achieve their sales goals to increase revenue. I do phone, email and chat campaigns centered on sales and business development. I am an optimistic and enthusiastic sales professional with an experience of almost 6 years now. I am skilled at developing the right action plan for each of my client's unique needs, and committed to helping them choose the best products and offers. Throughout my career, I have earned the trust of several companies and maintained strong client relationships that generate repeat business. I can attribute my success to my innate ability to listen to customers and put their needs first. I believe, with ample product knowledge and proper training about the company's goals and target market, I can be your next Top Sales Superstar!
$130 hourly
Marlena S.
- 5.0
- (2 jobs)
Lilburn, GA
Fractional CEO
Web Design
CRM Software
Business Management
Salesforce CRM
Salesforce Lightning
Business Operations
US English Dialect
Voice & Tone Consistency
Voice Recording
Voice-Over
Logo Design
WordPress
Female
Smooth Voice Tone
Graphic Design
MJS Consultus | A Salesforce Solution, Business Technology, and Design Firm. I'm an Atlanta based provider of professional business technology services, Salesforce services, web and creative design and development. I have over 20 years of experience in technology, 13 years in Salesforce CRM implementations and Cloud-based application support, operations management, marketing and branding, and web development with a network of satisfied partners and customers. My mission is to provide professional solutions that will enhance your organization’s strategic marketing practices, as well as assist in moving your leads and prospects through the sales process. Graphic and Web Design: WordPress, HTML, Adobe Creative Suite, InDesign, Photoshop Data Processing: CRM, Data Handling, Workflow Mgmt & Automation Platforms: Project Management: GSuite, Microsoft Office Suite (Excel Proficiency) Core Competencies: Strategic Marketing & Planning || Enterprise & Non-Profit Systems Administration || Data Management, Analysis & Reporting || Business Requirements || Vendor/Agent Relationship Management || Project Management || Marketing Production || Implementation & Training I attribute my wealth of business experience to the early exposure that came from growing up in an ad agency owned by my father in my hometown of Atlanta. I have a dual degree - a BBA from the Stetson School of Business at Mercer University in Marketing and Computer Information Systems . In the digital age, your web presence frequently serves as your business or organization’s front entrance through which many customers will pass. Allow me to help you achieve your vision!
$45 hourly
Mark S.
- 5.0
- (10 jobs)
Falls Church, VA
Fractional CEO
Risk Management
Budget Management
Stakeholder Management
Team Management
International Business
Software Development
Product Development
Audio Production
Video Editing
Adobe Photoshop
Agile Software Development
Business Management
Management Skills
Agile Project Management
Project Management
Success-focused, adaptable, and entrepreneurial Project Manager with more than 15 years of experience leading complex projects in the Information Technology service industry. Diverse background in overseeing work for clients in the travel, education, manufacturing, trade associations and other business sectors. Effective leadership abilities combined with excellent communication, negotiation, and problem-solving skills. Proven record of optimizing operations and motivating cross-functional teams towards delivering mission-critical initiatives on time and within budget, while also ensuring alignment with organizational objectives. Proficient in project portfolio management, building robust stakeholder relationships, presenting key decision-influencing information, directing high-performing teams, driving innovation, and savvy vendor selection. Career Accomplishments • Founded IT services agency and invented a proprietary CMS. Defined strategic planning for corporate identity and marketing. Built up an eclectic client base and highly proficient company staff. Realized more than $10M in client revenues and sold agency to investors. • Saved Marriott International substantial cost overrun by leading more than 40 associates to generate a new content standardization and platform migration effort that was executed in less than one year. • Reinvented dysfunctional political advocacy application for General Motors International. Formulated growth strategy and enacted it in six subsequent foreign markets in under four years. • Elevated Johns Hopkins University’s revenues and students’ scholastic achievement measures by supervising the creation of a software articulation of their proprietary teaching techniques and deploying it in Maryland and Florida grade schools. Because I'm new to Upwork, here are some testimonies I've received from past clients I secured outside of this site. “Mark is not only competent in planning and delivering an incredible product, he was also able to guide APGNN on what would benefit our needs and made several recommendations that had not yet been considered. APGNN is a medical organization, and we appreciated Mark’s ability to articulate the process in a way that was easy for us to understand without becoming overly technical. We found him to be very collaborative and professional throughout the entire process.” —Elizabeth Burch | President, APGNN "Mark is a very detail-oriented Project Manager. He connects with his team players as well as key stakeholders. He asks great questions during business meetings and has insightfulness on how to approach problem-solving. Mark’s biggest strength is that he listens to understand the requirements - which is a key attribute to being a top leader. Working with him brings out the best in people, regardless of industry. His experience is very unique and vast. If you do not hire Mark, consider him a gift to your competitor. That’s how strongly I feel about his work ethic, leadership, and project management as well as relationship building skills." —Manish Shere | Program Manager at Peraton "I hired Mark because of his ability to quickly grasp, learn, and master almost any subject. I haven’t yet met anyone else that learns as quickly, is as perceptive to ask the right questions, and comes up with creative/innovative solutions as readily as him. Apart from being very technical, Mark has strong written and oral communication skills. While he is an engineer/project manager by profession, he could very well be a writer. As an employee, Mark does not need to be closely supervised as he is self-motivated, accountable, and very professional. I look forward to one day working with him again.” —Jeannette Bernardo | President, Filius Corporation "Over the last two decades, I have engaged Mark on a number of projects for different businesses. Every project was successfully completed and led to additional work. I wouldn't hesitate to recommend Mark and am happy to speak more via email or phone at any time.” —Jonathan Meisner | Founder/Owner, Meisner Entertainment Group "I utilized Mark's expertise for many years to help my organization grow. His focus on details, accuracy and timeliness allowed us to see success with every project he was involved with. I highly recommend him.” —Mathew Newfield | Senior Vice President & Chief Security Infrastructure Officer (CSIO), Unisys "During my tenure the University had undertaken a major building campaign (largest in 25 years). We required a branding of the major building campaign and a re-branding of our plant facilities. Mark is an energetic and goal-oriented person. He is talented and well-organized, with a strong ability to analyze problems and outline necessary courses of action that support his team. He’s a dedicated and self-directed individual who can be depended upon to take a project to completion." —Bruce Costella | Executive Director of Capital Projects at Howard University

$40 hourly
Rabia Feroze A.
- 4.9
- (15 jobs)
Dubbo, NSW
Fractional CEO
Management Development
Cold Calling
Customer Support
Email Communication
Customer Relationship Management
Outbound Sales
Data Entry
Business Management
B2B Marketing
Lead Generation
I AM A TOP-RATED BDR / SDR / Sales Closer I am a skilled professional with a strong background in business and operations. My expertise lies in telemarketing, specifically in sales and customer support. With polished communication skills, I excel in maintaining excellent relationships with customers, co-workers, and vendors. I am dedicated to helping companies achieve their sales goals to increase revenue. I do phone, email and chat campaigns centered on sales and business development. I am an optimistic and enthusiastic sales professional with an experience of almost 6 years now. I am skilled at developing the right action plan for each of my client's unique needs, and committed to helping them choose the best products and offers. Throughout my career, I have earned the trust of several companies and maintained strong client relationships that generate repeat business. I can attribute my success to my innate ability to listen to customers and put their needs first. I believe, with ample product knowledge and proper training about the company's goals and target market, I can be your next Top Sales Superstar!
$130 hourly
Marlena S.
- 5.0
- (2 jobs)
Lilburn, GA
Fractional CEO
Web Design
CRM Software
Business Management
Salesforce CRM
Salesforce Lightning
Business Operations
US English Dialect
Voice & Tone Consistency
Voice Recording
Voice-Over
Logo Design
WordPress
Female
Smooth Voice Tone
Graphic Design
MJS Consultus | A Salesforce Solution, Business Technology, and Design Firm. I'm an Atlanta based provider of professional business technology services, Salesforce services, web and creative design and development. I have over 20 years of experience in technology, 13 years in Salesforce CRM implementations and Cloud-based application support, operations management, marketing and branding, and web development with a network of satisfied partners and customers. My mission is to provide professional solutions that will enhance your organization’s strategic marketing practices, as well as assist in moving your leads and prospects through the sales process. Graphic and Web Design: WordPress, HTML, Adobe Creative Suite, InDesign, Photoshop Data Processing: CRM, Data Handling, Workflow Mgmt & Automation Platforms: Project Management: GSuite, Microsoft Office Suite (Excel Proficiency) Core Competencies: Strategic Marketing & Planning || Enterprise & Non-Profit Systems Administration || Data Management, Analysis & Reporting || Business Requirements || Vendor/Agent Relationship Management || Project Management || Marketing Production || Implementation & Training I attribute my wealth of business experience to the early exposure that came from growing up in an ad agency owned by my father in my hometown of Atlanta. I have a dual degree - a BBA from the Stetson School of Business at Mercer University in Marketing and Computer Information Systems . In the digital age, your web presence frequently serves as your business or organization’s front entrance through which many customers will pass. Allow me to help you achieve your vision!
$45 hourly
Mark S.
- 5.0
- (10 jobs)
Falls Church, VA
Fractional CEO
Risk Management
Budget Management
Stakeholder Management
Team Management
International Business
Software Development
Product Development
Audio Production
Video Editing
Adobe Photoshop
Agile Software Development
Business Management
Management Skills
Agile Project Management
Project Management
Success-focused, adaptable, and entrepreneurial Project Manager with more than 15 years of experience leading complex projects in the Information Technology service industry. Diverse background in overseeing work for clients in the travel, education, manufacturing, trade associations and other business sectors. Effective leadership abilities combined with excellent communication, negotiation, and problem-solving skills. Proven record of optimizing operations and motivating cross-functional teams towards delivering mission-critical initiatives on time and within budget, while also ensuring alignment with organizational objectives. Proficient in project portfolio management, building robust stakeholder relationships, presenting key decision-influencing information, directing high-performing teams, driving innovation, and savvy vendor selection. Career Accomplishments • Founded IT services agency and invented a proprietary CMS. Defined strategic planning for corporate identity and marketing. Built up an eclectic client base and highly proficient company staff. Realized more than $10M in client revenues and sold agency to investors. • Saved Marriott International substantial cost overrun by leading more than 40 associates to generate a new content standardization and platform migration effort that was executed in less than one year. • Reinvented dysfunctional political advocacy application for General Motors International. Formulated growth strategy and enacted it in six subsequent foreign markets in under four years. • Elevated Johns Hopkins University’s revenues and students’ scholastic achievement measures by supervising the creation of a software articulation of their proprietary teaching techniques and deploying it in Maryland and Florida grade schools. Because I'm new to Upwork, here are some testimonies I've received from past clients I secured outside of this site. “Mark is not only competent in planning and delivering an incredible product, he was also able to guide APGNN on what would benefit our needs and made several recommendations that had not yet been considered. APGNN is a medical organization, and we appreciated Mark’s ability to articulate the process in a way that was easy for us to understand without becoming overly technical. We found him to be very collaborative and professional throughout the entire process.” —Elizabeth Burch | President, APGNN "Mark is a very detail-oriented Project Manager. He connects with his team players as well as key stakeholders. He asks great questions during business meetings and has insightfulness on how to approach problem-solving. Mark’s biggest strength is that he listens to understand the requirements - which is a key attribute to being a top leader. Working with him brings out the best in people, regardless of industry. His experience is very unique and vast. If you do not hire Mark, consider him a gift to your competitor. That’s how strongly I feel about his work ethic, leadership, and project management as well as relationship building skills." —Manish Shere | Program Manager at Peraton "I hired Mark because of his ability to quickly grasp, learn, and master almost any subject. I haven’t yet met anyone else that learns as quickly, is as perceptive to ask the right questions, and comes up with creative/innovative solutions as readily as him. Apart from being very technical, Mark has strong written and oral communication skills. While he is an engineer/project manager by profession, he could very well be a writer. As an employee, Mark does not need to be closely supervised as he is self-motivated, accountable, and very professional. I look forward to one day working with him again.” —Jeannette Bernardo | President, Filius Corporation "Over the last two decades, I have engaged Mark on a number of projects for different businesses. Every project was successfully completed and led to additional work. I wouldn't hesitate to recommend Mark and am happy to speak more via email or phone at any time.” —Jonathan Meisner | Founder/Owner, Meisner Entertainment Group "I utilized Mark's expertise for many years to help my organization grow. His focus on details, accuracy and timeliness allowed us to see success with every project he was involved with. I highly recommend him.” —Mathew Newfield | Senior Vice President & Chief Security Infrastructure Officer (CSIO), Unisys "During my tenure the University had undertaken a major building campaign (largest in 25 years). We required a branding of the major building campaign and a re-branding of our plant facilities. Mark is an energetic and goal-oriented person. He is talented and well-organized, with a strong ability to analyze problems and outline necessary courses of action that support his team. He’s a dedicated and self-directed individual who can be depended upon to take a project to completion." —Bruce Costella | Executive Director of Capital Projects at Howard University
$50 hourly
Hussainali M.
- 5.0
- (21 jobs)
Sugar Land, TX
Fractional CEO
Business Management
Human Resources Strategy
Customer Service
Product Management
Administrative Support
Marketing Operations & Workflow
Management Skills
Project Management
Customer Relationship Management
Team Management
Microsoft Office
Project Plans
Running a business is chaotic — your operations shouldn’t be. With over eight years in Operational Project Management, I specialize in helping businesses streamline processes and boost profits. My hands-on approach ensures seamless collaboration across teams, while my experience in process optimization and workflow enhancement has consistently led to improved efficiency and greater ROI. I’m passionate about creating strategies that bring in revenue and elevate customer engagement—so if you’re ready to take your operations to new heights, let’s work together. Experienced in: ✔️ Project Management ✔️ Operations Management ✔️ Process Optimization ✔️ Workflow Enhancement ✔️ HR & Team Management ✔️ Maximizing Resource Utilization ✔️ CRM Systems & Collaboration Tools ✔️ Social Media & Content Strategy
$95 hourly
Zlatko A.
- 5.0
- (10 jobs)
Belgrade, CENTRAL SERBIA
Fractional CEO
Operations Management Software
Interpersonal Skills
Microsoft Access
Financial Management
Financial Analysis
Financial Presentation
Financial Modeling
Business Process Automation
Business Process Management
Business Consulting
Business Management
Management Development
Business Operations
Management Consulting
Startup Consulting
Most engagements start with a 10–14 day Stabilisation Sprint (fixed scope). I install clear ownership (roles/RACI), a KPI scorecard, and a weekly operating cadence so your remote team delivers, and it takes this off your plate. After the sprint, I can stay on 1 day/week (or 8–10h/week) to run the cadence (scorecard → priorities → follow-ups), keep reporting clean, and remove bottlenecks. ✅ What you get by Day 14 (live + adopted): • 1 KPI scorecard (owners, definitions, targets) • 1 weekly cadence (agenda + action log + follow-ups) • 1 lightweight roles/RACI map (handoffs + escalation) • 2–3 critical SOPs implemented for daily use Proof: • +9% net profit improvement (Keen Holdings) • Turnover growth €2M → €7M (Al Grosso) • ISO 9001/14001 + EOS-like cadence; saved 15h/week • Finance toolkit used by 10+ SMEs; ~€5K/month untracked spend removed • Additional credibility: Accepted into independent consultant networks (Catalant, BTG). Here’s what I offer: • KPI scorecards + reporting ownership (incl. Sales + Backend KPIs when needed) • Weekly operating cadence (scorecard review, priorities, accountability) • SOPs, process maps, and roles/RACI (handoffs + escalation) • Tooling oversight (Microsoft 365 / Asana / Slack / Google Sheets) - I define specs and QA delivery with your implementers Selected work: 1. Keen Holdings (UK) — Fractional COO +9% net profit improvement through process work and execution discipline. 2. Al Grosso — COO/CFO Helped grow annual turnover from €2M to €7M over two years. 3. ISO + SOP systems Set up ISO 9001/14001, SOPs, KPIs, and an EOS-like weekly cadence; saved 15 hours/week. Who I work with: • Founder-led teams that need clear ownership and predictable execution • Ops-heavy businesses where delivery or follow-through is messy • Teams that want simple cadence, real KPIs, and less micromanagement • Importers, distributors, and FMCG/product businesses that need sourcing-to-shelf control Secondary track (when relevant): For importers, distributors, and FMCG/product businesses, I can also set up the sourcing → QC → landed cost → logistics → inventory → retail-readiness process, so launches and replenishment stay predictable. When needed, I also support supplier screening, negotiation prep, and margin-risk controls. Message me on Upwork, and we’ll set a short call to confirm scope and the best first sprint.
$60 hourly
Aaron R.
- 4.9
- (132 jobs)
Aurora, OR
Fractional CEO
Virtual Assistance
Lodgify
Calendar Management
Customer Service
Vendor Management
Automation
ClickUp
Team Management
Real Estate Project Management Software
Business Management
Real Estate Virtual Assistance
AppFolio
Google Workspace Administration
Real Estate
Personal Administration
Office Management
Administrative Support
Property Management
Executive Support
Business Operations
Overwhelmed by properties, inboxes, and operations that keep slipping through the cracks? With 12+ years and 7,200+ Upwork hours as a Property Manager and Operations Specialist, I’ve delivered 24% revenue growth in 4 months for clients who need STR, long-term rental, and executive support systems that run smoothly. 🎯 HOW I CAN HELP YOU STR AIRBNB OPERATIONS Increase occupancy, protect your reviews, and reduce the day-to-day stress of running short-term rentals. I bring 7,200+ Upwork hours and have helped drive 24% portfolio revenue growth in 4 months through pricing, guest experience, and platform optimization. LONG-TERM RENTAL MANAGEMENT Keep your rentals organized, tenants supported, and owner communications under control. I work across AppFolio, Buildium, and Rent Manager to reduce missed tasks, improve response times, and keep operations moving smoothly. BUSINESS OPERATIONS AND SOPS Turn scattered workflows into a system that saves time and exposes costly inefficiencies. I map how your business actually runs, then build clearer SOPs and automations in tools like Notion, ClickUp, and Asana. EXECUTIVE ASSISTANT AND CHIEF OF STAFF SUPPORT Protect your focus by offloading calendar chaos, inbox overload, and cross-functional follow-up. My background in executive support and operations helps founders and leadership teams keep priorities moving without important details slipping through. PROPERTY MANAGER SUPPORT Scale your property management capacity without adding internal overhead. I can handle owner communication, vendor coordination, reporting, and escalation so your team can stay focused on growth instead of daily fire drills. 🏆 RESULTS "Aaron's expert insights and dedication caused our growth to increase by 24% in 4 months. I absolutely love working with him, he can tackle anything." – Craig H., Client "Aaron did a fantastic job researching call management platforms. He didn't just find a good system; he found the right system for our law firm. We're very happy with his recommendation!" – Kawan L., Client, Law Firm "Aaron was super helpful. Worked quickly and efficiently. Made the spreadsheet I needed with all the appropriate calculations that worked. It definitely helps he has Real Estate experience and was able to speak the lingo and understand what I was looking for. 10/10 would use again." – VC P., Client, Real Estate Professional 🏆 Upwork Expert Vetted freelancer 🎖 Upwork Top Rated U.S.-based freelancer 🏅 Certified Executive Chef See full case studies in my portfolio below. ✉️ 𝗠𝗘𝗦𝗦𝗔𝗚𝗘 𝗠𝗘 𝗢𝗡 𝗨𝗣𝗪𝗢𝗥𝗞 Ready to streamline your properties, operations, or executive workload? Message me on Upwork today and tell me what you need help with, and I will map the fastest path forward. I typically respond within 3 hours and can often accommodate urgent requests. 𝗛𝗼𝘄 𝗜 𝗪𝗼𝗿𝗸 I manage property and operations in AppFolio and Buildium, keeping tenant, rent, and maintenance workflows organized. For short-term rentals, I use Guesty, Track, and Hostfully to coordinate listings, guest messages, and turnover timing. I document SOPs in Notion, track projects in ClickUp, and keep communication moving through Slack and Google Workspace 🏆 Top-Tier MANAGEMENT & OPERATIONS 🎖️ Upwork Top Rated U.S. Based Freelance updated: July 2026
$65 hourly
Mary A.
- 4.9
- (67 jobs)
Waterloo, IA
Fractional CEO
Google Sheets
Financial Report
Google Workspace
Microsoft Word
Asana
Business Management
Google Docs
Account Reconciliation
Bank Reconciliation
Bookkeeping
Accounts Receivable
Intuit QuickBooks
Accounts Payable
TOP RATED PLUS - The top-rated 3% of Upwork freelancers! OVER 25 YEARS OF EXPERIENCE 5-Star-Rated Certified Quickbooks Pro-Advisor Current client openings: 1 By leveraging my skills and experience, I can help you unlock the essential insights hidden within your financial data, empowering you to make informed choices that drive your business forward. Let's work together to transform your numbers into a clear roadmap for growth and success. TRANSFORMING DATA INTO ACTIONABLE INSIGHTS -My expertise in QuickBooks Online allows me to efficiently set up, clean up, and maintain your accounts, transforming your raw financial data into concise, insightful reports that provide a clear, at-a-glance understanding of your business' financial health. -Effective financial reporting is vital for informed decision-making and guiding your business' continued growth and success. UNCOVERING THE STORY OF YOUR NUMBERS -Numbers tell a story - they reveal both the positive and negative aspects of your operations. Understanding this financial narrative is essential for making effective, data-driven decisions. -As a former business owner myself, I deeply appreciate the critical importance of robust bookkeeping and sound financial management. EXPERIENCE My experience includes a wide variety of businesses in e-commerce, retail, restaurant, real estate, wholesale, distributor, and service companies. • Set up, maintain, and reconcile loan, bank, credit card, and ledger accounts. • Review, analyze, trace discrepancies, and make corrections. • Clean up and enter large amounts of transactions for past and current years’ books. • Review profit and loss and balance sheets, checking for accuracy and making necessary journal entries, and closing monthly/yearly books. • Review reports and ledger accounts to check for inconsistencies to establish effective financial reporting. • Manage accounts receivables including posting of payments and deposits from checks, credit cards, Shopify, Amazon, and Paypal; monitor customer accounts. • Manage accounts payables, paying vendors with credit card and ACH using Melio. • Payroll submissions, mapping, and journal entries. • Sales entries including tips, sales tax, cash, discounts, and fees. • Submit monthly, quarterly, and yearly state sales taxes and forms.
$99 hourly
Vasilii I.
- 5.0
- (66 jobs)
Petropavl, SEV
Fractional CEO
Business Planning & Strategy
Go-to-Market Strategy
Business Strategy
Growth Strategy
Human Resources Consulting
General Project Consulting
Management Consulting
Startup Consulting
Business Operations
Project Management
Business Plan
Business Development
Business Consulting
Business Coaching
Business Management
Founders of fast-growing US and EU companies hire me when their business is scaling, but daily execution is falling apart. I build the rigid operational layer — OKRs, EOS frameworks, and AI workflows — so you can finally stop being the bottleneck. You're past the scrappy stage. The team is growing, the deals are coming — but somehow you're still the bottleneck. Priorities shift weekly. Your team waits for your input to move. You're spending Sundays firefighting instead of building. That's not a strategy problem. It's an operations problem. I'm Vasilii, an international Fractional COO with a Top Rated Plus track record on Upwork. I step into 7-figure startups and scaleups to build the operational architecture founders never had time to create: * Execution Rhythm: OKRs, weekly cadence, and clear ownership matrices. * Decision Systems: Autonomy in your org structure so the team moves fast without you in every meeting. * AI-Driven Operations: Identifying manual bottlenecks and integrating AI tools to cut overhead and speed up delivery. * Scalable Workflows: Processes that hold steady as you scale past 20, 50, or 100+ people. Why American and European founders trust me: * Western Management Standards: 95% of my portfolio consists of US, UK, and EU-based companies doing $500K–$5M. I operate entirely in your business culture and adapt to your time zones. * Proven ROI: Over $200K+ in verified earnings and a 100% Job Success Rate on this platform. Your investment is backed by real, audited execution. Engagement Options & Pricing: * Hourly Consultations: $99/hour Best for operational audits, short consultations, or ad-hoc tasks (under 5 hours/week). * Starter Fractional Package: $750/week (Up to 10 hours/week) Perfect for early-stage teams that need structured operational support and basic framework setup. * Scale Fractional Package: $1,250/week (Up to 20 hours/week) My most popular option. Designed for growing companies that need consistent operational leadership, execution tracking, and team management. Engagements are typically 3–6 months, part-time. No full-time overhead, no long onboarding — just rapid operational traction. If your company is doing $500K–$10M and you feel stuck in execution mode — let's talk. 👉 Click the "Invite to Job" button in the top right, and let’s schedule a brief 15-minute alignment call.
$60 hourly
Alicia B.
- 4.8
- (29 jobs)
Toronto, ON
Fractional CEO
Process Development
Process Documentation
Automated Workflow
System Automation
ClickUp
Process Improvement
Project Management
Management Consulting
Dubsado
Customer Relationship Management
Executive Support
Business Management
Business Operations
Business Strategy
Project Workflows
As an operations specialist, I help take the burden of day-to-day operations off your shoulders, allowing you to focus on your core skills and scale your business. With my expertise in operations management, I provide solutions that streamline your processes, increase efficiency, and improve your bottom line. My services are designed to simplify and optimise your business operations, saving you time and cutting down inefficiencies. Whether you need a full system overhaul, SOP development, or workflow automation, I’m here to ensure your business runs smoothly and effectively. Here are some of the results my clients are getting: ✅Reduced administrative time by up to 30% ✅ Saved over 10 hours a week by automating repetitive tasks ✅ Cut operational overhead by up to 30% with better systems and processes ✅ Boosted team productivity by 45% using clear SOPs and delegation ✅ Turned messy onboarding into smooth, professional client experiences ✅ Stepped away from daily tasks so the business keeps running even when the owner is out ✅Improved customer support processes, resulting in a 15% boost in customer satisfaction Tools I work with: ClickUp · Dubsado · HoneyBook · Zapier · Asana · Trello · Google Workspace · Kajabi · ConvertKit · WordPress · Zoom · Slack · Stripe Here's what I specialise in: 👍🏽Developing and implementing Standard Operating Procedures (SOPs) 👍🏽Managing daily operations to optimise performance 👍🏽 Streamlining workflows for greater productivity 👍🏽Enhancing client support and communication systems 👍🏽Overhauling systems for efficiency and better data management Client Testimonial: "Alicia is an extremely valuable connection for my business. Forthcoming and direct when it came to improving our business and processes. Visionary and able to quickly adapt to our existing process. Definitely was a rare find for my company. We cherish the progress that resulted from our contract. We also cherish the one-off conversations that kept our team motivated. She can take teams to the next level." - Doug Walker I take the time to understand your specific needs and challenges and work with you to develop a tailored solution that meets your business goals. Industries I’ve worked with include: -Education (coaches & course creators) -Real Estate Investors -Construction Companies (Landscaping, Renovations, Design & Build) -Non-profits -Cleaning Companies -E-commerce businesses I'm currently available for: — Retainer-based OBM/Operations support — Project-based systems build and ClickUp/Dubsado setups — SOP development — Executive/VA support roles If you're ready to streamline your operations and grow your business, contact me to schedule a consultation. Together, we can develop a customised plan to take your business to the next level.
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