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Clients rate Insurance And Risk Management professionals
Rating is 4.8 out of 5.
4.8/5
based on 183 client reviews
  • $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
  • $10 hourly
    Hi ! I'm Nhica Martinez, I strongly believe to “Do not fear failure but rather fear not trying.” I am an experienced Customer Service Representative. I worked in a Telco Account during that time. I'm a Virtual Assistant now, providing help and assistance with Home Insurance, Car Insurance and Commercial Insurance, etc. I'm trained to different offices like Microsoft Office Word Microsoft Office Excel Microsoft Office Power Point Microsoft Office Outlook Microsoft Office Teams I offer: *Virtual Assistant *Customer Service *Client Management *Chat Support *Email Communication I assure you to deliver high-quality of my service ON TIME! Looking forward to working with you ! Communication is really important to me, let's keep in touch !
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    Insurance & Risk Management
    Customer Service
    Form Completion
    Computer Skills
    Translation
    Data Entry
    Insurance Policy Analysis
    Customer Service Training
    English
    Filipino
  • $45 hourly
    LICENSED 620 ALL LINES FLORIDA ADJUSTER #W604888 LICENSED ALL LINES TEXAS ADJUSTER #2544435 LICENSED PROPERTY & CASUALTY, CROP & WORKERS COMPENSATION LOUISAIANNA ADJUSTER #886089 Providing you, the client, with Insurance Restoration/Disaster Recovery & Mitigation Estimating services using Xactimate & Symbility estimating programs, to help support your Restoration business with high-quality service, quick turnaround with meticulous attention to detail. Additionally, I provide invoice writing as well for restoration and mitigation services. You can provide me with the scope with measurements & notes and pictures of damages, or If you are in our inspection coverage area, I can inspect to compile the scope and take photos of damages. Twenty-two years overall experience in the construction industry and 16 years experience in Insurance Restoration and Cleaning as a contractor doing all phases of work to include Water Damage and Structural Drying, Mold Remediation, Odor Removal, Fire & Smoke Cleanup, soda blasting, demolition/removal of non-salvageable items, containment setups, content pack out and cleanings, repairs, project management, estimating, scheduling, negotiations with adjusters. Certified NORMI Bicide Applicator and Certified Anabec Applicator and the first person to get a 100% on the exam.
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    Insurance Claim Submission
    Engineering, Procurement & Construction
    Construction
    Insurance & Risk Management
    Insurance
    Insurance Appraisal
    Insurance Consulting
    Xactimate
    Property Insurance
    Estimator
    Cost Estimate
    Construction Management
    Data Entry
    Insurance Policy Analysis
    Construction Estimating
  • $50 hourly
    Hi there! I am a P&C-licensed CPCU with over 20 years in the insurance industry. I have experience in both personal and commercial lines of business and have spent the past 10 years in Underwriting, more recently within the insurtech space. I also hold my API and AINS designations and a bachelor's degree in Business Management from Rhode Island College. I specialize in insurance content writing and SEO, as well as fact-checking. Let's chat about your project!
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    Insurance Consulting
    Property Insurance
    Insurance Agency Operations
    Liability Insurance
    Vehicle Insurance
    Insurance & Risk Management
    Data Entry
    Insurance Policy Analysis
    Zendesk
    Blog Content
    Search Engine Optimization
    Content SEO
    Article Writing
    Blog Writing
  • $20 hourly
    As a qualified actuary with over 6 years of experience in the insurance industry, I specialize in creating and developing life insurance products, conducting actuarial analysis, calculating reserves, assessing risks, and developing financial models. I have also passed Probability (P), Financial Mathematics (FM), Long-Term Actuarial Mathematics (LTAM), and Short-Term Actuarial Mathematics (STAM) exams of the Society of Actuaries (SOA). In addition to my actuarial and insurance experience, I have a strong skill set in data analysis using R program and Google Sheets. I can perform statistical analysis, build predictive models, and create visualizations to communicate results effectively. I also have deep Excel knowledge, which is critical to my data analysis skills, enabling me to create, update, visualize, automate, and optimize complex models. My ability to work with data across different platforms enables me to provide a comprehensive view to clients, integrate insights from different sources, and provide additional value beyond traditional actuarial and insurance work. I am committed to delivering high-quality work to clients while maintaining affordability and building long-term relationships based on trust and mutual respect.
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    Statistical Analysis
    Google Sheets
    Dashboard
    Insurance & Risk Management
    Life Insurance
    Excel Formula
    Data Analysis
    Predictive Analytics
    Microsoft Excel
    Data Visualization
    Insurance Consulting
    Property Insurance
    R
    Mathematics
    Probability Theory
  • $20 hourly
    Throughout my time in law school, I have acquired the necessary knowledge to research any topic efficiently, and then succinctly convey my research through writing. I am also capable of proofreading work in an accurate and timely fashion. I work in the insurance industry and have insurance experience with risk management, coverage, and policy analysis.
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    Insurance & Risk Management
    Data Entry
    Insurance Policy Analysis
    Proofreading
    Microsoft Excel
    Legal Writing
    Legal Research
  • $55 hourly
    I am licensed as a Property and Casualty Insurance Consultant in the State of New York. I also hold an "Advanced Diploma in Insurance" issued by the Chartered Insurance Institute (CII), United Kingdom, and possess over 20 years experience of working with insurance companies at various operational and management levels in the Underwriting and Claims Departments. I have knowledge and experience working with the following product lines: + Property and Casualty (Personal and Commercial) +Auto (Personal and Commercial) + Marine & Aviation + Civil Engineering Insurance; + Equipment Breakdown Insurance; + International Travel; As an Underwriter, I have handled and supervised the entire underwriting process as under: • Onboarding new clients. • Helping with insurance application forms. • Determining the required scope of coverage. • Reviewing, assessing, and rating risks. • Issuing cover notes, certificates, policies, endorsements, and renewals, • Retaining and servicing old clients. As part of the underwriting team, I managed personal/commercial accounts and maintained direct contact with clients, insurance agents/brokers, lessors/mortgagors, and other financial institutions. As a Claims Manager, I managed the claim handling and settlement process and settled hundreds of claims, ranging from minor auto damages to large industrial fires. I was also part of many dispute resolution and mediation teams and closely coordinated with clients, agents/brokers, adjusters/solicitors, and financial institutions. I can help you with "Insurance Policy Review and Analysis" and with 'Insurance and Risk Management." I also have a passion for writing and would welcome opportunities in technical and creative writing.
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    Management Skills
    Business Management
    Insurance & Risk Management
    Insurance Consulting
    Interpersonal Skills
    Writing
    Microsoft Excel PowerPivot
    Underwriting
    Complaint Management
    Computer Basics
    Insurance
    Creative Writing
  • $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
  • $150 hourly
    I have worked for over 10 years as an actuary and utilize the power of Excel daily in my job. I am also an ASA in the society of actuaries and a member of the American Academy of Actuaries. As an actuary, I have extensive experience in reserving, data manipulation and mining to develop trends, financial forecasting, risk score analytics and price model development. In my career I have taken on numerous complex projects from the planning phase through the completion and presentation phase. My work also requires me to work with large data sets in Excel to develop complex projection models. I have 2 core competencies that define my process of working in Excel : 1. Most projects assigned to me in my work life are very abstract with just an end goal in mind. I have honed my ability to take those abstract ideas and focus them into an Excel solution that not only meets the end goal, but incorporates other critical elements that were not identified in the initial assignment 2. Workbook structure has to be well defined and documented so that the file is easy to navigate and update since most projects are not one-offs. Color coding, instructions, name definitions are just a few of the techniques I use to make sure every project is clear, concise and easy to update. My experience has prepared me to take on jobs ranging from simple excel workbook solutions to complex actuarial analysis. No job is too small or too big for me to take on.
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    Microsoft Excel
    Statistical Analysis
    SQL
    Startup Consulting
    Insurance & Risk Management
    Financial Modeling
    Data Visualization
    Visual Basic for Applications
  • $40 hourly
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
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    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $50 hourly
    I am a highly experienced editorial professional and subject matter expert in human resources and environmental, health, and safety regulatory compliance and training requirements. My accomplishments reflect my ability to produce accurate communications in English and Spanish (bilingual). Qualifications include:  Expertise in the research and analysis of regulations, codes and standards, and legislative process.  Subject matter expert in occupational safety and health regulatory and training requirements.  Subject matter expert in human resources sexual harassment, bullying, workplace violence, and workers' compensation compliance.  Skilled in hazardous waste, ISO 14001, and international environmental legislation (REACH, WEEE/RoHS).  OSHA 10 and 30 certifications.  Proficient in translating complex, technical, and legal language into plain English.  Skilled in Chicago Manual of Style, Associated Press Stylebook and Libel Manual, American Medical Association Manual of Style, and American Chemical Society Writing Style Guide.
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    Construction
    Financial Audit
    Blog Writing
    Writing
    Employee Training
    Translation & Localization Software
    Regulatory Intelligence
    Legal Translation
  • $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
  • $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 Insurance And Risk Management
    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
  • $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
  • $100 hourly
    🏆 Get 10X more investor meetings🏆 $𝟗𝟎𝟎𝐌+ 𝐟𝐫𝐨𝐦 𝐭𝐨𝐩 𝐕𝐂𝐬: 𝐒𝐞𝐪𝐮𝐨𝐢𝐚, 𝐚𝟏𝟔𝐳, 𝐏𝐥𝐮𝐠 & 𝐏𝐥𝐚𝐲, 𝐀𝐜𝐜𝐞𝐥, 𝐀𝐧𝐝𝐫𝐞𝐞𝐬𝐬𝐞𝐧 𝐇𝐨𝐫𝐨𝐰𝐢𝐭𝐳 🌟+10 years capital markets experience 🥇 Top 1% on Upwork worldwide. 🟢 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐨𝐩𝐞𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫'𝐬 𝐜𝐡𝐞𝐜𝐤𝐛𝐨𝐨𝐤𝐬? Let's keep it real here. 𝐘𝐨𝐮 𝐨𝐧𝐥𝐲 𝐠𝐞𝐭 𝐎𝐍𝐄 𝐬𝐡𝐨𝐭 𝐰𝐢𝐭𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬, one wrong move in this process, and poof! All your hard work and time? Down the drain. 𝐈'𝐯𝐞 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 𝐚 𝐰𝐞𝐥𝐥-𝐨𝐢𝐥𝐞𝐝 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐭𝐡𝐚𝐭: 📢 Gets you 𝟏𝟎𝐗 𝐦𝐨𝐫𝐞 investor meetings 📢 Saves your TIME by raising 𝟒𝐗 𝐅𝐀𝐒𝐓𝐄𝐑 📢 𝐒𝐓𝐎𝐏𝐒 𝐘𝐎𝐔𝐑 𝐒𝐓𝐑𝐔𝐆𝐆𝐋𝐄𝐒 and allows you to focus on your core business My clients have a LOT to say about me: ✅ 𝑾𝒆 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉 𝒂𝒏 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒃𝒂𝒏𝒌 𝒇𝒐𝒓 𝒐𝒗𝒆𝒓 𝒂 𝒚𝒆𝒂𝒓 𝒂𝒏𝒅 𝒏𝒆𝒗𝒆𝒓 𝒈𝒐𝒕 𝒕𝒉𝒆 𝒐𝒖𝒕𝒄𝒐𝒎𝒆 𝒕𝒉𝒂𝒕 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒅 𝒇𝒐𝒓 𝒖𝒔 - AI founder with $200M raised + 3 exits + 1 IPO ✅ 𝑴𝒚 𝒘𝒉𝒐𝒍𝒆 𝒕𝒆𝒂𝒎 𝒘𝒂𝒔 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒊𝒎𝒑𝒓𝒆𝒔𝒔𝒆𝒅 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆 𝒘𝒐𝒓𝒌 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒅𝒖𝒄𝒆𝒅 -Series A founder who raised $12M in 10 weeks ✅ 𝑩𝒆𝒔𝒕 𝒅𝒆𝒄𝒌 𝑰’𝒗𝒆 𝒆𝒗𝒆𝒓 𝒔𝒆𝒆𝒏! - Lead investor of a Fintech business (ex-JP Morgan) ✅ 𝑰 𝒔𝒆𝒏𝒕 𝒕𝒉𝒆 𝒑𝒊𝒕𝒄𝒉 𝒅𝒆𝒄𝒌 𝒂𝒏𝒅 𝑰 𝒓𝒂𝒊𝒔𝒆𝒅 𝒐𝒗𝒆𝒓 𝒕𝒉𝒆 𝒑𝒉𝒐𝒏𝒆 𝒕𝒉𝒆 𝒏𝒆𝒙𝒕 𝒅𝒂𝒚! 𝑮𝒖𝒓𝒈𝒆𝒏 𝒊𝒔 𝒎𝒂𝒈𝒊𝒄! - $20M raised with multiple VC backing in 8 weeks (Oversubscribed) Sound like a fit? Next steps: 📺 Watch the video on my profile and check out my portfolio 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Business Writing
    Microsoft PowerPoint
    Business Presentation
    Investor Roadshow
    Fundraising
    Management Consulting
    Venture Capital
    Venture Capital Consulting
    Startup Consulting
    Investor Overview
    Financial Modeling
    Business Plan
    Pitchbook
    Pitch Deck
    Presentation Design
  • $25 hourly
    A disciplined & self-driven professional accountant with creative, objective & problem solving approach. My experience and skills include the following: ● Diverse experience of reorganization, restructuring, startups & new ventures. ● Conducted variety of SWOT, PESTEL, due diligence, financial/non-financial/Legal reviews & wrote multiple related reports. ● Wrote comprehensive business review reports & business plans along with making detailed financial models. ● Experience of acquisition, merger, JV, liquidation, project financing, infrastructure financing, investment appraisal, valuation, bid analysis. ● Carried out Multi-level consolidations for management pack, audit, budget, projection & segment reporting. ● Experienced in performance reporting, KPI writing, cyclic meetings, operational reviews & data mining. ● Experienced in SAP, Oracle R12, EnY Sidat Hyder ERP system, in-house ERPs, hospital management systems & multiple ERP implementations. ● Carried out different functions in tendering process, RFPs & Group insurance policy management. ● Skilled in management of finance, accounting, treasury, costing, auditing, taxation, SOPs & operations. ● Expericed Analyst of Global Equity, Commodity and Derivative markets with trading experience.
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    Financial Writing
    Valuation
    Financial Reporting
    Writing
    Budget Management
    Data Analysis
    Business Intelligence
  • $150 hourly
    Currently, Managing Director & CEO at Ruskin Felix Consulting LLC RFC is a global management consulting firm with a presence in 10 countries. We have worked with over 2,000 clients, raised more than $72 Million for our clients and worked in 160+ countries. Our 50 Member team specializes in specific divisions across different service verticals. As a global firm with a focus on Market Research, Business Planning, Strategy Formulation, Valuation and Investment Banking. Please visit our corporate website for further information on our operations. I am a Chartered Management Accountant and a fellow member of CIMA(UK) an AICPA(US), also a Certified Financial Planner (CFP) .
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Business Planning & Strategy
    Valuation
    Blockchain
    Game
    Startup Consulting
    Financial Modeling
    NFT
    Cryptocurrency
    Business Strategy
    Real Estate Financial Modeling
    Marketing Strategy
    Business Analysis
  • $85 hourly
    Over 20 years experience in Audit and Accounting ranging from Large Public companies to small self employed individuals. I find joy in Project based opportunities wanting to research and resolve any issues you may be facing.
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    Financial Reporting
    Accounting Principles & Practices
    Financial Analysis
    Accounting Software
    Bookkeeping
    Financial Accounting
    Financial Audit
  • $55 hourly
    Ready to take your business organization to the next level? I'll help you level up your business by getting you organized and taking on the tasks you shouldn't be doing (so you can focus on the important stuff). I have experience with digital marketing & hold a Master's Degree in Marketing. I had my own digital marketing agency and am now doing freelance work. I'm super organized and have a range of experience from building an email list to using photoshop. My objective is to make your life easier! I am highly personable and pride myself on being able to communicate well, work independently, take direction, and ask questions if needed. Ready to work hard for you and organize your business!
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    Google
    Project Scheduling
    Meeting Agendas
    Email Design
    Slack
  • $65 hourly
    Are you seeking captivating content that not only grabs the attention of potential clients but also keeps readers hooked and eager to explore further? With over a decade of experience writing for the real estate and mortgage industries, combined with expertise in general finance topics, I am fully equipped to deliver precisely what you need. My mission is to assist in crafting compelling materials that not only embody your ideas but also highlight your distinctive voice, ensuring that your content stands out in the crowded marketplace. Browse my portfolio via the links below and don't hesitate to reach out with any inquiries. My specialties include: Blogs Newsletters Newspaper and Magazine Articles Drip Campaigns SEO Copy Web Copy/Web Funnels Advertorials Landing Pages Entire Websites My diverse client base comprises: Realtors Mortgage Brokers Real Estate Brokers REIT Companies CPAs and Accountants SEO and Marketing Agencies Personal Finance Sites My work has been showcased in reputable publications such as Kiavi, Consumerism Commentary, Streitwise, Doughroller, PropertyOnion, Finmasters, FiveCentNickel.com, PrimeChoice Funding, The MortgageNote, PocketSense, Flyer Geek, and more. I specialize in the following key topics: Mortgage: Personal finance in relation to the home buying process Credit Score Improvement Saving for a Home Best Loan Products for Specific Financial Situations Timing Considerations for Home Purchases Commercial Real Estate: Multi-family, REITs, Real Estate Syndications Commercial Real Estate Financing Shopping Centers Getting Started in Commercial Real Estate Investing Maximizing Tax Benefits Finance: Building Credit Investing Saving Money Management Insurance and Taxes Real Estate: House Flipping Real Estate Tax Issues Maximizing ROI with Rental Properties Elevate your content strategy today by collaborating with me to deliver engaging and informative pieces tailored to your unique needs. Initiate a conversation now to discuss how we can work together to achieve your content goals.
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Copywriting
    Newsletter
    Article Writing
    Email Marketing Strategy
    Email Marketing
    WordPress
    Content Strategy
    Real Estate
    SEO Writing
  • $90 hourly
    I am a highly accomplished and astute CFO with expertise in directing finance and operational management responsibilities within multimillion-dollar corporations. I am an analytical thinker with demonstrated success developing and executing sound financial strategy that creates growth, while at the same time increasing the operational efficiency of the Company. As such, I have been repeatedly promoted into senior leadership roles based on demonstrated success in developing and executing sound financial strategy and controls. I am a decisive leader with proven success maximizing revenue, creating cost savings, and identifying growth opportunities. I am skilled in developing budgets, financial models, variance tracking and other financial procedures that enable profitability goals to be achieved. Career Highlights: • Successful entrepreneur pioneering the launch and operation of two media advertising companies. • Successfully orchestrated the Initial Public Offering (IPO) for NBG Radio Network, Inc. • Instrumental in NBG Radio Network, Inc. being recognized as Portland Business Journal’s Top 100 Companies to work for in 2000 (#1). • Instrumental in GolfClubs.com, Inc. being recognized as Portland Business Journal’s fastest growing Company (#1) in Oregon in 2012. • Implemented a new production process at Matrix NV, LLC that increased production by over 200%. • Created a new pricing strategy at Precision Alchemy resulting in a gross margin increase of 22%. • Implemented policies and procedures at GolfClubs.com, Inc. that reduced inventory on hand by 50% while increasing sales by over 1,500%. • Successfully raised millions of dollars through debt, equity and traditional bank financing. Profit from my experience. Whether you are a start-up raising capital or a company looking to grow, my experience and expertise will accelerate your company success. If you want to take your company to the next level, contact me today.
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    Business Writing
    QuickBooks Online
    Fundraising
    Business Consulting
    Bookkeeping
    Budget Management
    Financial Statement
    Business Analysis
    Financial Modeling
  • $57 hourly
    As of March 2024, I've written a total of 3,500+ SEO-friendly blogs and articles - many of which have ranked on the first page of Google and are currently attracting millions of visitors to my client's websites each month. 🏆 - My biggest accomplishment as an SEO blog writer is helping take a site from 600 organic monthly visitors to over 1,000,000+ in the space of 2 years. Some of the biggest companies I've had the pleasure of writing blogs and articles for include ULTATEL, SmartSurvey, Everhour, FlexiSpot, and Bark.com Here's what my clients have to say about working with me. 📝 ~ "I loved working with Petar! I looked through a ton of portfolios before I found his and his writing style was exactly what I was looking for⁠—he made my academic-sounding research article sound very friendly and easy to read." - Angelina Presley 📝 - "Petar was amazing from start to finish. He went over and beyond to deliver on the project. His writing style is unique and is very compelling. I would highly recommend Petar for your writing needs as he is a great writer." - Manish Agarwal If you have a blog-writing project and would like to discuss it with me - don't hesitate to reach out. :)
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    Website Content
    Website Copywriting
    Sales Funnel Copywriting
    Article Writing
    Landing Page
    Content Writing
    Copywriting
    Sales Copywriting
    Press Release
    Email Copywriting
    Technical Writing
    SEO Writing
  • $95 hourly
    Over the past 8 years I've had the pleasure of helping businesses ranging from one-man bands to large multinational corporations grow their business. As a contracted sales representative, I analyse your current sales strategy and then test and implement changes to generate an increase in sales. Based on your business' current operational and financial capacity, we'll work in a collaborative model that will generate the desired results whilst remaining in line with your operational setup. My core strength is highlighting immediate opportunities for improvement and implementing systems that will ensure lasting results.
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    Sales Management
    Marketing Automation
    Communications
    Quick Sales System
    Outbound Sales
    Lead Generation
    Sales
  • $25 hourly
    10 years as a Payroll Specialist, 4 years in Hotel Industry 30 years of working in Microsoft Excel & Word Excel Professional Formulas Data Entry Organized Accurate & Detailed Cost Allocation Experience Adobe skills - convert files, create forms
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    PDF
    Delphi
    Cost Accounting
    Adobe Inc.
    Payroll Reconciliation
    Data Entry
    Computer Skills
    Microsoft Office
    Microsoft Word
    Document Conversion
    Account Reconciliation
    Microsoft Excel
  • $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
  • $125 hourly
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
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    Sales & Marketing
    Executive Coaching
    Due Diligence
    Microsoft Excel
    Marketing Strategy
    Market Research
    Market Analysis
    Startup Consulting
    Business Writing
    Business Strategy
    Financial Presentation
    Valuation
    Budget Management
    Financial Plan
    Mergers & Acquisitions
    Financial Writing
    Financial Modeling
    Financial Analysis
  • $15 hourly
    Hi, I am Mueed Abdullah, (CPC) (CPMA) (R.ph), a Certified Medical coder, biller and credentialing spcialist, with 9+ years of experience in the US healthcare system, handling complete RCM of verious medical specialties all over the US. Who I am? -Certified Medical Biller -Certified Medical Coder -Medical Auditor holding CPC and CPMA from AAPC, -RCM manager and Account Receivable specialist --credentialing specialist -Medical research writer, QA, and Regulatory pharmacist, What I can do--- • Patient demographic entry • Charge Entry in billing software • Eligibility verification with payers • Medical claim scrubbing. • Claim submission to payers • Primary, Secondary and tertiary payers claim to process. • Denial Management, Emails, and calls handling * Insurance and eligibility verification • Account Receivable follow up • Payment posting and adjustment management • Patient billing for patient’s responsibility • Customized financial reports. • Scheduling calendar Benefitted from Pharm-D, I have profound knowledge of medical terminology, human anatomy and physiology, diagnostics, and pharmacology across a broad range of medical practice areas. I have a working knowledge of compliance regulations HIPAA and PHI requirements, as well as have a complete understanding of Managed care contracts, MCO, Medicare, Medicaid, and other commercial insurances. Furthermore, I have complete knowledge and expertise in Electronic Medical Record (EMR) software, Optum 360 Encoder, Citrix & RDP’s, NextGen, Cerner, Practice Fusion, Ms. Office, Ms. Excel. Medical Billing : I have Medical Billing experience for almost eight years. During these 8 years, i have worked on many specialties. I do know the complete RCM flow, i have been doing charge entry, payments posting, and AR follow-up. Have worked as Team Leader in different organizations. I have a working knowledge of Charge entry, claims submission, working on rejections, Benefits verification, ERAs/EOBs posting, Insurance Call for doing a follow-up on unpaid claims/denial management, and getting referral information using different resources. In addition to these, i can also handle patient calls; by this provider, the office can focus more on their patients' care. Expertise: #Account receiveables, #Collection management , #Outpatient and inpatient Billing, #ICD-10-PCS, #ICD-10-CM, #HCPCS, #CDT, #CPT, #ICD-10-AM a) Medical Billing Services includes the following:- - To check Eligibility and verification of patient’s health benefits from insurance carrier’s website and through Phone. - Create appointments on scheduler while receiving patient calls - Full patient demographics and charge entry - Insurance claims submission (primary, secondary or tertiary) - Accounts receivable analysis with corrective and preventive actions and decision making for Collections - Strong claims follow up on denials from insurances like Workers Comp, Medicare, Medicaid, BCBS Semi-Government, Managed care and Commercial Insurances (Aetna, BCBS, Cigna, UHC, Oxford etc...) - Patient billing inquiries as per received information from provider office - To check claim status from insurance, websites, auto-response unit, and via live calls. - To make on-call appeals for reprocessing of incorrectly processed claims based on billing knowledge - ICD9, CPT and HCPCS Coding and/or review, Encoder pro Expert licensed version guided for correct coding - Daily, Monthly, and annual AR Financial reports preparation - Custom reports where required - Patient billing as per instructions - Credentialing guidelines - Consulting/Training - Superbill review - Appeals
    vsuc_fltilesrefresh_TrophyIcon Insurance And Risk Management
    EMR Data Entry
    Medical Billing
    Medical Records Software
    Electronic Health Record
    Revenue Management
    Accounts Receivable
    Insurance Claim Submission
    Insurance Verification
    Medical Mastermind Medical Billing Services
    Medical Procedure Coding
    Administrative Support
    Healthcare Common Procedure Coding System
    Medical Billing & Coding
    Data Entry
    ICD Coding
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