World-Class Finance & Strategy Consultant | MBA | Master in Finance | Senior Business Developer | Automation Pro & System Architect | Financial Modeling & Valuation Expert | Executive Reporting & Dashboards
I’m a global business consultant and corporate finance advisor with a dual background in growth-stage operations and investment strategy. I help organizations unlock growth, streamline operations, and drive value through strategic planning, precise financial modeling, and data-integrated execution.
As Founder & Managing Partner at SWL Consulting, I lead a global consulting agency specialized in AI-driven solutions across corporate finance, operations, sales, and business strategy. I work with startups and growing businesses across the U.S., LATAM, and Europe, supporting them in building scalable models, implementing automation, and preparing for investor engagement and funding rounds.
Previously, I served as Managing Director (LATAM) a Global Consulting firm, where I led multidisciplinary consulting teams across the region, focused on Corporate Finance, Business Strategy, SalesTech, and Real Estate Advisory for clients in the U.S., Europe, and MENA.
Earlier in my career, I also served as Head of Investments at a Venture Capital fund, where I built and assessed high-value investment models for films, video games, and streaming assets—bridging the creative and financial worlds with rigor and structure.
🔍 What We Do Best at SWL Consulting:
Financial Strategy & Corporate Finance Systems
We design and implement financial architectures that enable precise decision-making, scalable growth, and capital efficiency. This includes financial modeling, forecasting, cost optimization, capital structure design, and investor-ready reporting systems.
Operations & Business Infrastructure
We build operational backbones that ensure stability, scalability, and efficiency, covering processes, compliance, procurement, and administrative systems that allow organizations to scale without friction.
Business Intelligence & Decision Systems
We create integrated data environments with real-time dashboards, performance tracking, and decision frameworks that provide full visibility across operations, enabling faster and more accurate execution.
Revenue Growth & Sales Systems
We design predictable revenue engines through acquisition, conversion, and retention system, integrating CRM, automation, and data-driven sales strategies to maximize lifetime value.
Marketing Strategy & Market Positioning
We develop and execute growth strategies that strengthen brand positioning, generate demand, and scale visibility through data-driven marketing, content systems, and performance analytics.
AI & Intelligent Automation Systems
We design and deploy tailored AI solutions including automation workflows, AI agents, predictive models, and decision-support systems, integrated into core business processes to enhance productivity, reduce costs, and create competitive advantages.
System Architecture & Integrations
We architect and integrate scalable systems across CRM, ERP, marketing, finance, and operations—ensuring seamless data flow, automation, and technological cohesion across the organization.
Digital Products & Scalable Platforms
We build and optimize digital platforms (web, apps, e-commerce, internal tools) designed for performance, scalability, and seamless user experience—aligned with business objectives and growth strategy.
🔧 Tools & Technology Stack
We leverage a curated stack of industry-leading tools and platforms to design, integrate, and scale business systems across finance, operations, sales, and AI:
CRM & Sales: HubSpot, Salesforce, PipeDrive, GoHighLevel
Data & BI: Power BI, Tableau, Looker Studio, Google Sheets
Automation: Python-based workflows, Zapier, Make, n8n,
Systems & Databases: Airtable, Supabase, BigQuery, SnowFlake
Finance & Accounting: QuickBooks, Xero, Odoo
Project & Operations: Notion, ClickUp, Asana, Monday
Marketing & Outreach: Instantly, Apollo, Kommo, Aircall
Web & Product: Webflow, Shopify, custom-built solutions
🧠 Why Work With US:
✔️ Private Equity Experience – Currently working as Portfolio Companies Accelerator for large Private Equity funds.
✔️ Cross-Continental Delivery – Projects completed in the U.S., LATAM, Europe, Africa & Australia
✔️ C-Level Operational Leadership – CFO, Head of Investments, and Managing Partner experience
✔️ End-to-End Execution – From business plan to implementation, systems to strategy
✔️ Industry Breadth, Technical Depth – SaaS, Health Tech, Crypto, Real Estate, Media & Retail
✔️ Built for Scale – I deliver not just insights, but systems that grow with your business
If you're scaling, raising capital, optimizing operations—or simply need clarity through numbers—let’s work together and drive real results.
Business Plan
Startup Consulting
Finance & Accounting
Business Modeling
Finance
Financial Modeling
Financial Planning
Financial Report
Google Sheets
Microsoft Excel
Dashboard
KPI Metric Development
Valuation
Forecasting
Budget Management
Corporate Strategy
Business Development
Gabriela S.
Buenos Aires, Argentina
$30/hr
5.0
21 jobs
With nearly ten years of experience working in various industries and roles, I have developed a deep understanding of the best practices for optimizing business operations. My journey across different companies and my academic background in business administration and international trade have given me a holistic perspective on how businesses function.
I have been involved in business administration, operations management, project coordination, financial analysis, and executive support throughout my career. This diverse experience has equipped me with the skills to identify inefficiencies, streamline processes, and implement solutions that align with company goals and resources.
I currently partner directly with businesses to optimize and integrate their operational, financial, sales and administrative processes. My approach is hands-on: I embed myself within each company’s workflows to understand how they function, identify inefficiencies, and implement systems that support clarity, scalability, and consistent execution.
My goal is to help leaders use their resources more effectively, improve team productivity, and build operational structures that sustain long-term growth. I focus on solving problems, streamlining workflows, and ensuring that the business can stay focused on strategic objectives while operations run smoothly in the background.
And yes—if you’re wondering, parts of my profile were polished with a little help from AI. Not because I can’t speak English (my level is classified as C2), but because Spanish is my first language and expressing complex ideas in a second language can sometimes lose a bit of sharpness. For me, clarity and precision matter—especially when sharing my experience. And if today’s technology allows us to communicate with greater accuracy and impact… well, it would be a shame not to take advantage of it, right?
Business Operations
Microsoft Office
Office Administration
Operations Management Software
Communications
CRM Software
Automation
Process Development
Product Development Process
AI Implementation
Team Management
Project Management
Sales Operations
Task Coordination
Dan Z.
Buenos Aires, Argentina
$100/hr
5.0
12 jobs
You’ve got a real product in the market and early customers, but growth has stalled? The roadmap is noisy, Sales is asking for “just one more feature,” and leadership is stuck between building too much and not knowing what to build next?
I help founder-led, self-funded tech companies (20–50 people) turn that chaos into a product strategy and operating rhythm that scales.
Who I’m best for
• CEOs/CTOs in small tech companies (not startups) who are responsible for Product but don’t have a product background
• Teams with first customers and signals of value, but inconsistent traction and no repeatable path to growth
• Companies that need sharper strategy, better prioritization, and the confidence to say “no” (with evidence)
What I do (choose 1 or combine)
1) Executive Product Coaching (CEO/CTO)
- Clarify your product strategy, focus, and decision-making
- Build your prioritization system and “no” muscle
- Set expectations with Sales/Delivery/Customers without overbuilding
2) Fractional / Interim Head of Product
- Stabilize the roadmap and execution
- Install a lightweight product operating system (discovery → bets → delivery)
- Coach your team while I lead (so you’re stronger after I leave)
What you get (typical outcomes)
• A clear “where we play / how we win” product direction
• A prioritization framework your team actually uses
• A roadmap that reflects strategy—not just requests
• Better product decisions, faster learning cycles, fewer distractions
• A healthier relationship between Product, Sales, and Delivery
Proof & credibility
• 15 years in Product / Tech leadership across multiple companies
• Built and rebuilt product functions in companies like Valprovia, Speedgauge, and Uproad
• University lecturer + 2 Master’s degrees
• Fluent in English and Spanish (US & EU time zones)
How I work
Direct, structured, and outcome-focused. First, we diagnose what’s blocking growth (strategy, positioning, discovery, prioritization, org). Then we execute a 30–90 day plan with concrete decisions, rituals, and deliverables. No fluff, no “innovation theater.”
If you’re a CEO/CTO carrying Product on your shoulders and want a practical partner to get you unstuck, send me a message with:
1) your product + ICP
2) where growth is stalling
3) what decisions you’re avoiding right now
Business Analysis
Product Management
Project Management
Product Roadmap
Design Thinking
Product Backlog
Scrum
Agile Project Management
Customer Experience
Innovation Strategy
Startup Consulting
New Product Innovation
Business Strategy
Business Innovation
Esteban Javier F.
Quilmes, Argentina
$25/hr
5.0
4 jobs
My name is Esteban Javier Ferrarotti and I am currently working as Independent Financial Consultant, and Researcher and Professor at the Escuela Argentina de Negocios University. After getting my university degree in Business Management at the University of Buenos Aires (Argentina), I got a master in finance at the University of Rosario (Argentina). My previos working experience has always been related to financial areas in large and small companies.
Financial Analysis
Financial Planning
Financial Report
Financial Modeling
Microsoft Office
Financial Consulting
Business Presentation
Financial Reporting
Financial Management
Microsoft Excel
Content Creation
Content Writing
Social Media Content Creation
Content Research
Content SEO
Vanina A.
Buenos Aires, Argentina
$20/hr
5.0
1 jobs
Asset management consultant and Public Relations and Institutional Communications graduate with over 10 years of experience in software implementation and professional training across various sectors. Specialist in designing strategies to optimize operational efficiency and strengthen institutional communication. Successfully led the implementation of technological solutions in more than 50 organizations, achieving significant improvements in asset management. Passionate about leading technological projects and collaborating with multidisciplinary teams to achieve innovative and sustainable results
Communication Skills
IT Consultation
Fashion & Apparel
Fashion & Beauty
Travel Writing
Customer Service
Customer Satisfaction
Matias V.
San Carlos de Bariloche, Argentina
$40/hr
5.0
34 jobs
Do you need answers about energy, renewables, or sustainability? Do you need inspirational content (complex articles, reports, analyses, or infographics) to help your business engage stakeholders and generate leads? Then please read further!
As a technical expert, I have broadly traveled and dealt with a variety of cultures and professional challenges. I do have a talent for technical writing, problem-solving and modeling that I hope to share through Upwork.
I specialize in the environmental, social, and efficiency aspects of energy; I hold a Master's degree in Life Science as well as a BSc in Natural Resources Engineering, and I have extensive expertise in the evaluation and execution of energy and water infrastructure projects.
As a member of the Association of Energy Engineers, I am also a well-versed speaker at national and international scientific meetings. I worked for more than 12 years in the energy industry (waste-to-energy, nuclear, oil&gas, solar, hydro) and I also successfully completed numerous consulting projects for corporations, public organizations and private investors.
My clients appreciate my multidisciplinary, innovative approach to problem-solving.
Specific areas in which I could help you are:
• Climate risk assessment and management
• Uranium and critical minerals supply chain
• Building and industrial energy management
• Power generation (renewable and non-renewable) and utilities
• Green hydrogen & ammonia lifecycle cost analysis
• Carbon finance
• Energy efficiency, conservation and storage
• Environmental and social impact assessment
• Technical content writing
• Carbon and water footprints: products, processes, corporate
• Social license to operate
• Sustainability metrics and reporting
• Agriculture and mining grant writing
• Wastewater treatment
• Water resources modeling
• Data analysis
Warm regards,
Matias
Technical Writing
Agriculture & Forestry
Energy Engineering
Energy Optimization
Technical Translation
Python
Energy Management
Environmental Science
Scientific Writing
Life Cycle Assessment
Environment
Content Writing
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