Hire the best Management Consultants in Florida

Check out Management Consultants in Florida with the skills you need for your next job.
  • $50 hourly
    My background includes a mixture of management consulting, geopolitics, and finance - that said, I am now a professional ghostwriter/editor/proofreader! I have a BA in International Politics and Economics from Middlebury College, an MS in International Relations focusing on Finance from Georgetown University, and an MS in Luxury Hospitality from the International University of Monaco. I am an American citizen (native English speaker), and I spend my time between the US (Virginia and Florida) and Monte-Carlo, Monaco. I am an absolute bibliophile. I love everything and anything to do with books (across the spectrum of fiction and nonfiction genres); proofreading, editing manuscripts, ghostwriting...you name it! Additionally, I work with corporate content, academic journals, websites, marketing campaigns, and learning/training modules. I have focused on qualitative and quantitative skill sets, most importantly, communication and team management, to deliver on targets throughout my career. I have worked in 20+ countries (traveled to over 60), speak English and French fluently, and basic Italian and Mandarin. Thanks to my previous work, I pay close attention to detail; a love of all genres helps me get immersed in any story. I understand how to keep an author's voice while ensuring a narrative stays consistent and error-free. I look forward to working with you!
    Featured Skill Management Consulting
    Startup Consulting
    International Development
    Supply Chain Management
    Human Resource Management
    Writing
    Public Health
    French
    Business Development
    Business Operations
  • $220 hourly
    I'm a bilingual Harvard-, Johns Hopkins- and Northwestern-trained clinical psychologist-turned-entrepreneur with over a decade of clinical, professional, research and entrepreneurial experience. I am also a survivor of an abduction that nearly ended my life in 2016. Since then, I've come full circle and now empower others to build resilience while living a meaningful life through my work and speaking engagements. Roles that Align with My Expertise: - Organizational & tech consultant - Program curriculum developer - Expert workshop facilitator - Mindfulness instructor - Instructional designer - Keynote speaker - Content creator - Mindset coach - Writer & editor - Data analyst - Researcher - Mentor Areas of Expertise: Mindset Assessment & Transformation | Stress Management | Mindfulness | Values Alignment | Resilience Building | Self-Compassion | Peak Performance | Mind-Body Connection | Behavioral Change | Team Cohesion & Engagement | Workplace Psychology | Latino/a/e/x Mental Health | Trauma Recovery | Dissertation | Research Services Offered: - Strategy consultation for mental wellness initiatives - Consultation for tech startups in psychology - Guidance w/curriculum & program design - Corporate & team mindfulness programs - Seminar sessions & workshops - Half-day & multi-day retreats - Psychology-based research - Speaking engagements - 1:1 & group coaching - Writing & Editing - Mentorship Experience: I was trained as a clinical psychologist and was a bilingual therapist, testing specialist and workshop facilitator for 13 years. I now own a psychological consulting firm where I work with executives, teams, founders, entrepreneurs and high achievers. I've designed & led over 1,000 workshops, webinars, and multi-week programs to individuals, teams, and leaders across academic, medical, government, private, corporate, and nonprofit sectors. I have 10+ years experience in developing, facilitating, and evaluating high-value workshops and programs that are interactive, impactful, insightful & based in science. I currently teach @Harvard CHA Center for Mindfulness as a mindfulness instructor and consultant. I am also a SaaS tech startup cofounder and was COO and Chief of Science for 2+ yrs. I co-built the company from the ground up, and my work focused most on developing a psychologically-based product with special emphasis on data analysis, deep customer insight analyses, and building the psychological framework for the product. We were accepted into 2 highly competitive accelerator programs including Google for Startups VHLX. Throughout my masters, doctoral and postdoctoral career spanning 13 years I consistently worked as an academic researcher & writer. Most recently I was part of the clinical research team and presented a poster at Harvard Psychiatric Research Day & Mysell Lecture. Education: - Psy.D in Clinical Psychology, Adler University - Postdoctoral Fellowship in Mindfulness & Primary Care Behavioral Health Integration, Harvard Medical School - Doctoral Specialized Training in Adult Workshop Design/Facilitation/Evaluation, Mindfulness, and Stress Management, Northwestern University - APA-Accredited Doctoral Internships in Health Psychology, Johns Hopkins University, University of Colorado Boulder - Masters in Marriage & Family Therapy, Adler School of Professional Psychology - Bachelor of Science in Psychology, Minor in Communication, Loyola University What You Can Expect: My work is driven by a passion for empowering others to build resilience while living a meaningful life. You can expect open communication, high quality work, and collaboration! I look forward to meeting you and collaborating! Send me a message to get started!
    Featured Skill Management Consulting
    HR & Business Services
    Mindfulness
    Training & Development
    Psychology
    Mental Health
    Spanish
    Meditation
    Workshop
    Instructional Design
    Stress Management
    Research & Development
    Diversity & Inclusion
    Curriculum Development
    Strategic Planning
  • $750 hourly
    Elite institutional-grade trading expertise for serious investors and entrepreneurs. Track Record: $67,000 single-day gain (documented) Trading large sums of capital Building Singapore private fund structure 8 years trading experience, 3 years coaching Miami-based, globally sovereign lifestyle What Sets Me Apart: I don't just teach trading—I architect wealth systems. While most coaches sell theory, I actively trade and scaling toward institutional fund in Singapore. Client Results: Average 35% ROI improvement within 7 months 90% success rate using AI-enhanced strategies Risk-adjusted returns through proprietary technology Complete portfolio optimization systems Technology Edge: Developing institutional-grade AI trading systems typically reserved for hedge funds. My clients get early access to technology that combines machine learning with traditional analysis for precision decision-making. Who I Work With: High-net-worth individuals, business owners, and professionals ready to deploy $100K+ capital. I'm selective about clients—you must be committed to implementation and results. Investment: Premium 1-on-1 coaching at $750/hour. Given the caliber of strategies and technology access, most clients see ROI that exceeds my fees within 1-2 trades. Next Steps: Limited availability. Send me your trading experience, capital deployment goals, and current portfolio size. I only work with clients positioned for significant results.
    Featured Skill Management Consulting
    Financial Trading
    Blue Sky Capital Strategies Portfolio Manager
    Investment Portfolio Review
    Stock Market
    Trading Lesson
    Stock Option Agreement
    Portfolio Management
    Financial Management
    Technical Analysis
    Derivatives Trading
    Business Development
    Investment Research
    Investment Strategy
    Financial Modeling
  • $45 hourly
    ✨ About Me With a background in project management for software implementation and system administration, I established Core Servicing Solutions with a focus of bringing the tools I learned in corporate America to small businesses. I specialize in assisting small businesses with various projects, operations & government applications: - SAM.gov Registration - Local & State Vendor Registration - Business Certification Applications (Minority-Owned, Woman-Owned, Disadvantaged Business, etc.) - SBA WOSB Application - SBA HUBZone Application - SBA Dynamic Small Business Search Profile Update 🚀 Services Offered - Project Management: Streamlining your projects for success. - Operations Support: I help you get organized and establish systems for management - Business Coaching & Consultations: Guiding your business to growth. - Bookkeeping: As a Certified QuickBooks ProAdvisor, I help you track your income and expenses for maximum earnings and tax savings. 💼 Bookkeeping Services - QuickBooks Setup - Data Entry - Transaction Categorization - Monthly Reconciliation - Financial Reports - Catch-up & Clean-up Services 💻 Software Experience - Asana - Trello - Clickup - HoneyBook - Quickbooks Online - Quicken - MS Office Applications - LastPass - Password Sharing - Dropbox Sign - Google Workspace - Google Suite products - Canva - CorelDraw - Shopify (Admin Console) - Squarespace (Admin Console) - Wix (Admin Console)
    Featured Skill Management Consulting
    Data Entry
    Bookkeeping
    Government Website
    Project Management
    Business Services
    Government Documents
    Virtual Assistance
    Management Skills
    QuickBooks Online
    Government & Public Sector
    Business Consulting
    Business Management
    Microsoft Excel
  • $195 hourly
    Austen Kugler is an experienced project and program manager with his Bachelor of Science degree in Civil Engineering and a Master of Science in Finance, where he graduated Salutatorian. Austen has also obtained a PMP accreditation from the Project Management Institute. He has eleven years of experience in program and project management, cost management and estimation, engineering, due diligence and preliminary design, real estate development, and construction management / monitoring services. During his career, Austen has acted both from a general contractor and from a client perspective. Austen brings a cross-functional career experience to The Kugler Group, and welcomes the idea of collaborating and working with the best minds, the highest profile clients, and the most challenging but rewarding projects in the consulting industry. Austen's background is both unique and diverse, and shows he is comfortable in an ever-changing and variable environment; from operating excavators and pile driving equipment as a Field Engineer for a Heavy Civil Construction company, to creating and rolling out a 5-year capital investment strategy for a notable startup giant. Austen's skills and leadership would be an asset to any project and mimic his quality dedication to project management and entrepreneurial approach to consulting.
    Featured Skill Management Consulting
    Construction Monitoring
    Architecture Consultation
    Financial Reporting
    Due Diligence
    Engineering, Procurement & Construction
    Program Management
    Project Schedule & Milestones
    Cost Control
    Cost Management
    Construction Management
    Cost Accounting
    Business Management
    Real Estate
    Project Management
  • $35 hourly
    Although I'm new to Upwork, I bring extensive experience in managing global strategic projects and leading diverse teams, including managers, to exceptional results as a Project Management Professional. My track record at American Express includes achieving record-breaking revenues and significant cost savings through innovative strategies and process optimizations. At JPMorgan Chase, I successfully led operational teams and their managers to enhance customer satisfaction across various business lines. I hold a Master's in Strategic Brand Communications and am a certified PMP. Let's collaborate to elevate your projects to new heights of success.
    Featured Skill Management Consulting
    Training & Development
    Communication Strategy
    Sales & Marketing
    Market Research
    Digital Project Management
    Virtual Assistance
    Staff Recruitment & Management
    Data Analytics
    Business Management
    Management Skills
    Strategic Planning
    Branding & Marketing
    Portfolio Management
    Project Management
  • $75 hourly
    My name is Mark Schuwerk, an entrepreneur with over two decades of experience in establishing and growing businesses in various sectors. My journey began in 2001, when I launched my first restaurant that I still own and successfully manage today. I then expanded my portfolio with the creation and eventual sale of two more restaurants, where I developed and honed my strategic planning and operational management skills. In 2016, I diversified my business interests by founding a SaaS company that has seen consistent growth under my leadership. Throughout these entrepreneurial endeavors, I have cultivated comprehensive skills in financial planning, strategic execution, and leadership, always demonstrating my commitment as a self-motivated and highly organized professional. In addition to running businesses, I actively trade in the stock market, further utilizing my financial expertise and analytical skills. I take every project I work on with complete dedication and professionalism, communicating with the client regularly until the project is 100% to their satisfaction. Working in the United States allows me to communicate conveniently during U.S. hours and adds a level of comfort to my clients that their project is in safe and secure hands. ***Whether I receive the honor to work with you or not, please be wary of offshore workers that book dozens of projects at a time for very low compensation and motivation is only driven by getting your project off their books. I only take on one client at a time so that I can deliver timely and exceptional results.
    Featured Skill Management Consulting
    Market Research
    Business Analysis
    Data Analysis
    Data Entry
    Financial Plan
    Facebook Ads Manager
    AI Writing Generator
    Financial Analysis
    Stock Market
    Google Sheets Automation
    Microsoft Excel
    Accounting Basics
    Analytical Presentation
    Financial Planning
  • $85 hourly
    I am a 5-star “Rising Talent” wunderkind. I have one of the most eclectic backgrounds of anyone you’ll ever meet, and that’s what makes me so special. If you need help in any of these 15 areas, you won't find anyone better: * YouTube monetization coaching * How to become a paid YouTube live streamer * Booking and prepping for a TEDx talk * INVESTOR coaching * Getting started with or growing investments in the stock market or real estate * Legal consulting * Contract negotiation, analysis, and/or drafting * Business or management consulting * Career & time management coaching * Show business coaching * Filmmaker, screenwriter, and producer coaching * Becoming a published author * Overcoming depression, regret, & anxiety. * Me, Inc coaching (Running Your Life Like a Business) My education: PhD in psychology, MBA in finance, JD in law, LLM in commercial real estate law, Master in entrepreneurship, Bachelors in int’l economics, Associates in computer science, PMP (Project Management Professional). You can search for my name on the internet to discover even more about me, including the 11 books I’ve written! Please, of course, make any proposals through Upwork. Please reach out if you need help with any of the above!
    Featured Skill Management Consulting
    Contract Drafting
    Contract Law
    Career Coaching
    Motivational Speaking
    YouTube Development
    YouTube Views
    YouTube Subscribers
    YouTube Monetization
    Legal Consulting
    Business Coaching
    Real Estate Investment Assistance
    Investment Strategy
    Financial Planning
    TED Talk
  • $150 hourly
    I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain
    Featured Skill Management Consulting
    Market Research
    Financial Modeling
    Marketing Strategy
    Corporate Strategy
    Startup Consulting
    Business Modeling
    Process Improvement
    Product Design
    Product Management
  • $50 hourly
    Your Career Deserves More Than Average. It Deserves Unstoppable. I'm Ashley Wehnes. Founder and Principal Writer at The Resume Supply Co., where I don't just write resumes, I build career-defining brands for leaders ready to dominate competitive markets. With over a decade of success across HR, recruiting, and executive hiring strategy, I've helped thousands of ambitious professionals, from emerging talent to C-suite executives, land interviews they never would have secured on their own. Why partner with me? ✅ 100% Job Success Score | Top-Rated Talent Badge on a global 18M+ freelancer platform ✅ Thousands of custom, ATS-dominating resumes delivered, with real career results ✅ Native English speaker ensuring elite communication, strategy, and precision writing ✅ Proven expertise across 55+ industries, from tech and finance to healthcare and luxury brands ✅ Fast, strategic execution designed to outpace, outshine, and outperform the competition I specialize in: 🔹 Executive, C-Level, and Leadership Resumes 🔹 Mid-Level and Emerging Professional Resumes 🔹 Career Change and Industry Transition Resumes 🔹 Student, Entry-Level, and Military-to-Civilian Resumes 🔹 Keyword-Engineered LinkedIn Profiles (writing, optimization, brand voice) 🔹 High-Impact Cover Letters, Thank You Letters, Letters of Intent If you're tired of getting passed over, blending in, or missing opportunities, it's time to choose differently.
    Featured Skill Management Consulting
    LinkedIn Development
    Business Consulting
    Startup Consulting
    Resume Development
    Human Resources Consulting
    Resume Writing
    Cover Letter Writing
    Report Writing
    Copywriting
    CV
  • $650 hourly
    Thank you for your interest. I’m a retired “Big 6” CPA and serial business owner with over 30 years experience acquiring and advising companies — from early-stage startups to billion-dollar enterprises — across multiple industries. On UpWork, I’ve earned both “Top Rated Plus” and “100% Job Success” honors thanks to my hands-on, results-driven approach. For my own account, I've acquired (and subsequently sold) companies from FootLocker, Revlon, Kmart Corp., Heritage Partners, Merrill Lynch Capital Partners and others. As an advisor, I’ve helped founders, senior executives and Boards by: ➣ Preparing valuation/IRR models and pitch decks for M&A, fundraising and buy/sell discussions ➣ Creating traditional and advanced pro forma Cap Tables with complex security waterfalls ➣ Creating and managing buy/sell due diligence and data rooms ➣ Drafting and negotiating key contracts, including stock purchase agreements, SAFEs/convertible notes, bank loans, supply-chain contracts and senior executive employment agreements ➣ Developing dozens of detailed multi-year cash flow models and business plans ➣ Creating corporate KPIs and and equity-based incentive plans ➣ Raising over $500 million in debt and $50 million in equity for clients and my own businesses ➣ Providing accounting and financial reporting services I am an excellent communicator and specialize in bringing clarity to complex financial decisions while giving founders the strategic insight they need to succeed — especially in early-stage environments where every move counts. In short, I bring exceptional value through mentoring, foresight, financial and deal-making skills that can save you time, money, and costly missteps. Let's chat at your convenience to discover how I can support your success. — Gary
    Featured Skill Management Consulting
    Legal Writing
    Price & Quote Negotiation
    Fundraising
    Contract Drafting
    Executive Coaching
    Bankruptcy
    Financial Planning
    Financial Modeling
    Pitchbook
    Business Plan
    Company Valuation
  • $65 hourly
    Hi! I’m Shelley, a healthcare operations expert turned creative collaborator, with a passion for wellness, storytelling, and simplifying complex ideas through meaningful content. With over a decade of experience in managed care and value-based healthcare, I’ve worked directly with physicians, clinics, and executive leadership to build training programs, improve outcomes, and enhance the patient experience. I hold a Bachelor of Science in Biology from the University of Florida, a Bachelor of Applied Science in Health Services Administration, and an MBA in Healthcare Management from Western Governors University - giving me a solid foundation in both the science and strategy behind healthcare. I’m known for being detailed, honest, creative, and incredibly easy to work with. If you’re looking for someone who understands both the technical and human side of healthcare and wellness, while delivering polished, professional content, I’d love to connect. Let’s build something together that informs, uplifts, and resonates.
    Featured Skill Management Consulting
    Presentations
    Healthcare Management
    Business Operations
    Operations Analytics
    Tutoring
    Blog Writing
    Data Entry
    Medical Referrals
    Medical Terminology
    Medical Transcription
    Audio Transcription
    Project Management
    Virtual Assistance
    Microsoft Project
  • $349 hourly
    Top 1% Expert Vetted on Upwork! Original Director of Pricing at Chewy.com, positioning it to be one of the largest e-commerce acquisitions of all time. Executive Level Pricing professional with proven track record and over 17 years of full time pricing strategy in e-commerce, retail, brick & mortar, SaaS, services, and energy industries working for both start-ups and fortune 500 companies. Specialized in transformative growth through pricing for organizational objectives ranging from sustainability to exit strategies. Passionate about applying pricing economics, data analytics, and consumer behavior psychology to find creative ways to optimize product/service price, leading to increased conversion and revenue for your business. Created and led Pricing Strategy and Pricing Operations teams from ground up that aided my last start-up e-commerce retail company, chewy.com to grow from $200 million to $2.2 Billion in annual net sales in less than 3.5 years. Committed to staying up to date with best practices across multiple industries via continuing education through seminars, conferences, courses, and networking. Expert in Pricing Strategy and Operations for full life cycle pricing for your entire assortment/service offering: - Private Label - National Brands - Clearance Price - Promotional Price - MAP Price - List Price - Competitor Identification - Customer Segmentation - Competitive Analysis - Price Testing Led development and was the visionary behind internal pricing software & implementation for full assortment pricing including: - Price Optimization - Price Matching - Private Label Pricing - Web Scraping - Product Matching - Promotion Execution - Margin Strategies - Opportunity Identification - Data Analytics - Competitive Analysis As a leader in the pricing industry, I am confident that I can help your company become more profitable and/or gain market share via pricing strategy and operations Additional recommendations on LinkedIn I am proud to be among a small group of professionals who were chosen to be featured at Upwork’s 2023 Work Without Limits Executive Summit, an invitation-only event for Upwork’s enterprise customers.
    Featured Skill Management Consulting
    Competitor Research
    Retail & Consumer Goods
    Startup Consulting
    Retail & Wholesale
    Ecommerce
    Consumer Goods
    Competitive Analysis
    SaaS
    Pricing Research
    Pricing
    Price Optimization
    Pricing Strategy Consulting
    Retail Merchandising
    Strategy
  • $100 hourly
    Want to turn your startup dream into a $125 million reality? That's the kind of impact I deliver. With a track record of crafting 150+ winning business plans, financial forecasts, and pitch presentations, I've directly facilitated over $125 million in VC capital and powered 50+ successful VC investments. I don't just write plans; I engineer funding. Here's how I can help you achieve similar results: For over 25 years, I've been the architect behind successful startups and established businesses, specializing in: Strategic Planning: Crafting comprehensive business plans, startup plans, feasibility studies, and investor pitch decks. Financial Mastery: Developing precise financial projections, pricing models, and strategies for sustainable growth. Market Penetration: Designing effective marketing and sales strategies, and crafting compelling product/service specifications. Fundraising Expertise: Building VC-ready pitch decks and coaching founders through the capital-raising process. Operational Excellence: Enhancing and automating corporate business processes, and providing crucial IT-related legal documents. Talent Acquisition: Writing effective job descriptions and assisting with candidate interviews. My Expertise Spans Diverse Industries: With an MBA and deep knowledge in Startups, SaaS, FinTech, Insurtech, Blockchain, Artificial Intelligence, Retail, and Real Estate Investment, I understand the nuances of your industry. Proven Success Stories: Transformed a struggling fast-food chain, boosting income by 125% and eliminating losses. Revitalized an IT services business in Atlanta, turning monthly losses into consistent profits. Founded and scaled Digital Analytica Inc., a global IT services company. As Founder and CEO of a Silicon Valley software company, secured major deals with Fortune 500 giants. Why Choose Me? *Silicon Valley startup veteran with a proven track record. *Trusted advisor to established corporations, including The Phillips Group. *Expert in creating high-impact analysis reports for Fortune 500 companies. *Recognized thought leader, serving as a judge for the InsureTech Innovation Rewards and a speaker at global events like Seamless. *MBA graduate with a focus on global business strategies. I will work with you "hand in hand" to develop your business strategies and write plans that provide positive results. My Core Services: *Service and product market assessment *Service and product pricing plan *Business Feasibility study *Business Plan *Marketing Strategy *Sales strategy *Business expansion strategy. *Financial forecasting *VC “Venture Capital” Pitch deck (based on a well-developed plan) *Branding ideas (Plus digital art / logo) *Value proposition *Vision & mission statements *Enhance your corporate business processes *Automate your corporate business processes *Provide IT related NDA and Non-Compete contracts (Plus more). *Write Job descriptions and help interview candidates *Feasibility study *Coach founders and management teams *Raising capital Let's collaborate to transform your vision into a funded, thriving business.
    Featured Skill Management Consulting
    Financial Planning
    Financial Projection
    Pitch Deck
    Sales Strategy
    Business Coaching
    Business Plan
    Corporate Strategy
    Business Writing
    Brand Consulting
    Startup Consulting
    Financial Modeling
    Business Modeling
    Marketing Strategy
  • $70 hourly
    I have 12+ years of Big 4 and Elite Boutique Audit, Financial Accounting, Capital Markets Accounting Advisory, Transaction Advisory / M&A, and Strategy & Implementation Management Consulting experience. My consulting experience includes engagements ranging from financial due diligence and legal due diligence, quality of earnings, interim CFO engagements, financial modeling, and process analysis, redesign/re-engineering & process improvement/overhaul. I have experience with dozens of Fortune 100 & 500 companies, private equity groups, and investment banks. I have also worked with small private companies and startups both in consulting and audit/IPO readiness engagements.
    Featured Skill Management Consulting
    Business Process Modeling
    Private Equity
    Business Valuation
    Financial Modeling
    Financial Audit
    Strategy
    Financial Analysis
    Balance Sheet
  • $100 hourly
    Helping You Navigate Complex Challenges with Strategic Insights and Proven Expertise I’m Ryan Powell, an accomplished strategist and business consultant with a passion for guiding companies and leaders through their most pressing challenges. With over a decade of experience across technology, business planning, and leadership coaching, I help my clients move from uncertainty to clarity, from obstacles to opportunities. Why I Do What I Do: I’ve been in your shoes. As a founder, consultant, and executive, I’ve faced the frustration of tackling complex problems without the right guidance. I know how it feels to navigate the ever-changing landscape of business while trying to scale, innovate, and remain competitive. My mission is to ensure that others don’t have to go it alone. I’m here to provide the strategic insights and practical solutions you need to succeed. What Sets Me Apart: Proven Track Record: I’ve guided startups to millions in revenue, developed comprehensive business plans for major pitches, and led strategic turnarounds. I understand what it takes to build from the ground up and scale sustainably. Strategic Storytelling: My approach goes beyond tactics—I help you articulate your “why” and connect it to your audience in a meaningful way. This isn’t just about selling a product; it’s about sharing your vision and building relationships that last. Tailored Solutions: No two clients are the same. I specialize in creating customized strategies that align with your unique needs, goals, and market dynamics. How I Can Help: Whether you’re looking to refine your sales process, develop a compelling business plan, or navigate the complexities of scaling your business, I provide tailored, actionable insights that drive results. My services include: Business Strategy Development: Crafting bespoke plans that turn your vision into a clear, actionable strategy. Sales Optimization: Guiding you from founder-led sales to scalable, repeatable processes that drive growth. Leadership Coaching: Equipping you with the skills and insights to lead confidently and effectively, no matter the challenges ahead. Your Next Step: Ready to take your business to the next level? Let’s connect and explore how I can help you achieve your goals. Together, we’ll build a strategy that doesn’t just get you from point A to point B—but sets you up for long-term success. Best Regards, Ryan Powell, MBA-ITM, ACC Certified Executive Leadership Coach Doctoral Candidate, Business Admin.
    Featured Skill Management Consulting
    Brand Strategy
    Business Writing
    Executive Coaching
    Leadership Development
    Leadership Coaching
    Startup Consulting
    Business Plan
    Organizational Plan
    Business Planning & Strategy
    Military
    Business Proposal Writing
    Business Modeling
    Market Research
  • $300 hourly
    (Expert Vetted - Top 1%) - Understand what customer journey and pipeline improvements you can make to leverage big changes in revenue. I've worked with clients like Broadcom, Deka Lash, Tovuti, Dineline, Accelerate Tax, CoverTree, and more to build highly technical solutions to unlock data for their revenue generating teams. In almost all the customer journeys, there are signals in the data that will point to the highest ROI improvements you can make. Everything else is just low-value noise. I help you find this and use this across the entire customer journey. For B2B sales processes, this is often found in the journey of the account (not the individual contact). For B2C, it's the individual contact. Each journey holds keys to unlocking increased conversions in every single stage. Let's find those together. ------- Since 2012, I've been working my way up the value chain in businesses. From an analyst, to data architect, to a consultant. It's exposed me to many data stacks and the tools that come with it. And ultimately it has led me to being tool-agnostic and solely driven by the measurable impacts of a project. If it doesn't solve a major problem quantified within the business, I don't work on it (and I believe you shouldn't either). Things I can help with: - Aligning the mental model and work of sales, marketing, and customer success teams - Finding leverage points from the beginning to the end of the customer journey that will actually grow revenue - Quantifying problems within your revenue processes (even those that don't seem quantifiable) - Getting answers with data for critical decisions - Building long-term solutions that provide buying signals for you and your team - Blending all your data sources to generate unique points of view that lead to real growth Based in Orlando, Florida.
    Featured Skill Management Consulting
    Marketing Operations & Workflow
    HubSpot
    Zapier
    Customer Relationship Management
    Make.com
    Automation
    Airtable
    IT Consultation
    Business Process Automation
    Marketing Analytics
    Microsoft Power BI
    Data Visualization
    Tableau
  • $200 hourly
    My experience as a management consultant provides me the foundation to work with companies in the areas of strategy, business modeling, operations, finance, cost reduction and cash flow analysis. I have worked with businesses in manufacturing, professional services, financial services, media, entertainment and education, as well as organizations in education nonprofit and governmental sectors. I served at Ernst & Young and Unisys as an executive for businesses in New York, Milan and Europe. I have extensive experience with strategic, financial and operations solutions. I have served as a board member for two education companies as well as the CEO for one of them. For the past 12 years I have worked at two universities at the colleges of business and directed their graduate business programs including online and professional MBA and Master of Accountancy programs.
    Featured Skill Management Consulting
    Business Consulting
    Training
    Program Management
    Business Transformation
    Leadership Development
    Business Management
    Strategic Planning
    Business Change
    Organizational Plan
    Project Management
    Business Process Reengineering
    Organizational Design & Effectiveness
    Business Analysis
  • $100 hourly
    A seasoned professional with decades of experience providing consultation from the Fortune 5 to the less than 5 small businesses. Expert advice for business planning, sales management, process and system design, and solutions implementation for entrepreneurs and small businesses. Solutions are custom built with your available software, and tailored to your business. Whether it's process improvement or software development, all implementations are focused on reducing expenses and improving profitability. From the initial marketing outreach, to sales support, to operations, delivery, and maintaining customer satisfaction, I can improve your business end-to-end.
    Featured Skill Management Consulting
    Documentation
    Sales
    Customer Relationship Management
    Sales Optimization
    Business Plan
    B2B Marketing
    Company Research
    Lead Generation
    Sales Development
    Business Planning & Strategy
    Writing
    SaaS
    Training
    Price & Quote Negotiation
  • $75 hourly
    EXPERT-VETTED Financial Modeling and Consulting Solutions! Services: ✅ Financial Statement Analysis & Review ✅ SMB Acquisition Strategy Consulting ✅ Profitability and Expense Analysis & Review ✅ Valuation and Due Diligence Services ✅ Budget and Forecasting ✅ Template and Calculator Design ✅ Custom Models and Tools Freelancer Highlights: ✔️ Upwork Top 1% SMB Consultant & Financial Analyst ✔️ Ex-Financial Markets Valuation Specialist at PwC ✔️ Graduate of #3 International MBA in America ✔️ Master's Degree in the Science of Finance ✔️ Full-Time Freelance Specialist Since 2019 ✔️ Expert-Vetted and Top-Rated freelancer ✔️ Accredited Small Business Consultant ✔️ Perfect 100% Job Success Score Service Menu: 🥇 Advanced Financial Modeling: $150/hr 🥈 General Financial Analysis: $100/hr 🥉 Phone Consultation: $75/hr ✉️ Please message me directly for a complementary quote or to ask questions!
    Featured Skill Management Consulting
    VLOOKUP
    Looker
    Looker Studio
    Financial Model
    Financial Consulting
    Financial Modeling
    Business Valuation
    Data Analysis
    Excel Formula
    Business Consulting
    Data Visualization
    Financial Analysis
    Microsoft Excel
  • $75 hourly
    I specialize in organizational design, workflow optimization, and project prioritization. In recent years, I have taken on fractional leadership roles with tech startups, partnering closely with founders to turn their passion projects into viable businesses with essential systems, organized process, and amazing people. As the "first ops hire" or the "right hand" for small teams with high impact, I enjoy building operations, culture, and strategy in a zero-to-one capacity. Education: - Organizational Management (MS) - Women's History (MA) - Political Science and English (BA) Areas of Focus: * Design organizational structure; oversee company roadmap and goals * Develop and implement people operations (eg: recruitment, onboarding, benefits, payroll, retention strategy, team building) * Write company polices in alignment with overall mission * Develop and maintain team handbook in accordance with leadership vision * Create org-wide playbooks for various functions (eg: customer journey, go-to-market strategy) * Go-to problem solver across all levels and functions * Overhaul financial operations by auditing expenses, reducing inefficiencies, monitoring overhead costs, and managing vendor relationships * Defined decision-making and prioritization workflow through a matrixed model and custom framework * Operationalize quarterly strategic goals and established an annual operating cadence * Champion customer experience enhancement and operational improvements * Manage complex projects and tasks from ideation to execution * Lead diversity, equity, and inclusion initiatives * Manage C-suite calendars and providing leadership support * Facilitate workshops ___________________________________ To loosely borrow from Peter Theil: *to build an organization from scratch or to create process where there is chaos is to conjure something beautiful into existence.* So, let’s build something beautiful. ___________________________________
    Featured Skill Management Consulting
    Time Management
    Communications
    Business with 1-9 Employees
    Asana
    Marketing Strategy
    Startup Company
    Lean Startup
    Business with 10-99 Employees
    Startup Consulting
    Change Management
    Business Operations
    Project Management
    Organizational Development
    Administrative Support
  • $40 hourly
    Hi, my name is Troy Barrett. I primarily work directly with C-Suite level shareholders, and most of my experience comes from start-up ventures where I have been responsible for providing CTO, CMO, and COO consultation/fractional roles. My extensive background allows me to work successfully across departments. I have also been a top GoHighLevel engineer for 3+ years. I’ve worked in some capacity or another with 100+ small to medium-sized companies across all functions of Go High Level, including web design, SEO, media buying, attribution reporting, team hiring and training, call center operations, affiliate payout structures, course building, and much more. Broad background • Ongoing consultation with aligned brands via revenue-sharing partnerships • System Architect for a $M+ Lead Gen venture across various independently owned and operated solar companies • US Military Instructor • 10+ years U.S. Navy Electrical Engineer • Columbia University Comp Sci (student and teaching roles) ---------------------------------- Causes I Care About ... Community Forward • Economic Empowerment • Education • Human Rights • Poverty Alleviation • Science and Technology • Social Services
    Featured Skill Management Consulting
    Media Buying
    CRM Automation
    Process Engineering
    Marketing Automation
    Sales Consulting
    Marketing Consulting
    Business Consulting
    Startup Consulting
    Brand Consulting
    Chief Architect
    Growth Strategy
    Digital Marketing Strategy
    Lead Generation
  • $75 hourly
    Analytical supply chain operations management professional with 10 years of experience including previous roles at Amazon, Walmart, GE, and various startups including Collage.com (DTC Custom Photo/Print Product eCommerce Retail Startup, Acquired in March 2021) and Pet Printed (DTC Custom Printed Gifts, 500k+ customers in the US/UK/EU/UK.) Specialties: Sourcing & Procurement, RFI/RFP/RFQ, Supplier & Customer Outreach, Business Development, Competitive Research, Analysis, Pitch Deck & Business Plan Review, Product & User Experience, Supply Chain, Inventory Management, Order Fulfillment, Amazon Seller Central, eCommerce, Marketplaces Contact me for Sourcing of Print on Demand (POD) Suppliers in the United States and Europe for Wall Art (Canvas, Metal, Framed Prints), Soft Goods (Blankets, Towels, Pillows, Shirts, Apparel), Drinkware (Mugs, Tumblers), Stationery (Cards, Notebooks), Photo Prints & Books, Phone Cases, Accessories, and Gifts Supplier Industries – Chemicals, raw materials (minerals, metals, lumber), fresh food (proteins, baked goods), packaging materials (corrugate boxes, mailers, dunnage, labels, tape, equipment), health and beauty (shampoo, washes, wipes, pet grooming), co-packing, machine shop, mechanical assemblies, electrical components (circuit boards, control panels, cable/wire harness), contract manufacturing, print-on-demand (wall art, soft and hard goods), 3PL warehousing & fulfillment services, marketing services Other areas of expertise include operations and program management, new product and vendor integration, process improvement, cost reduction, technical and cost analysis, pricing and revenue optimization, competitive analysis, and customer service.
    Featured Skill Management Consulting
    Logistics Management
    Sourcing
    Supply Chain Management
    Forecasting
    Amazon FBA
    Quality Control
    Procurement
    Business Operations
    Analytical Presentation
    Project Management
    Vendor Management
    Inventory Management
  • $75 hourly
    I'm a management consultant with over 7 years of experience supporting Senior Executives and Leadership Teams in winning U.S. federal contracts, developing strategic plans, implementing process improvements, and advancing organizational performance. Whether you need business development services, proposal management support or administrative assistance, I can help your business become better equipped to achieve strategic growth. Core Skills Include: • Bid /Capture Management • Proposal Management • Project Management • Research & Analysis • Editing & Proofreading • Process Development/Re-Engineering I am extremely detail-oriented, analytical, and a thorough communicator. I also take pride in delivering professional and high quality work products. Let's connect and identify solutions to meet your goals.
    Featured Skill Management Consulting
    Government & Public Sector
    Communication Strategy
    Editing & Proofreading
    Presentation File Format
    Proposal Writing
    SWOT Analysis
    Administrative Support
    Government Procurement
    Presentation Design
    Federal Acquisition Regulations
    Market Analysis
    Business Intelligence
    Strategic Planning
    Business Development
  • $125 hourly
    Connecting systems and people to thrive in a future of automation! Specializing in eliminating waste and streamlining the user experience, I build realistic processes and systems to ensure you and your teams operations success. With a background in Manufacturing Engineering, Project Management and Professional Development, I thrive working in collaborative environments training a team on the new systems being developed!
    Featured Skill Management Consulting
    Operational Planning
    Project Workflows
    Microsoft Power BI
    Process Improvement
    Lean Consulting
    Manufacturing
    Project Management
    Kaizen
    Business Coaching
    Analytical Presentation
    Automation
    Operational Database
    Data Analysis
    Smartsheet
  • $175 hourly
    𝗤𝗨𝗜𝗖𝗞 𝗙𝗔𝗖𝗧𝗦 🏆 8+ Years of Financial Leadership and M&A Experience 🏆 $12+ Billion in Completed M&A Transactions 🏆 $50+ Million in Managed Client Cash Flows 𝗙𝗥𝗔𝗖𝗧𝗜𝗢𝗡𝗔𝗟 𝗖𝗙𝗢 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Budgeting & Forecasting ✅ Cash Flow Management & Modeling ✅ Financial Reporting & Analysis ✅ KPI Implementation & Monitoring ✅ Financial Infrastructure & Tech Stack ✅ Capital Raising & Advisory 𝗠&𝗔 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Business Valuations (LBO, DCF, Multiples, Precedents, etc.) ✅ Marketing Materials (Teaser, CIM, Management Presentation, etc.) ✅ Due Diligence Support (Buy-Side / Sell-Side) ✅ Data Room Preparation & Management ✅ Process Execution ✅ Structuring & Negotiations 𝗢𝗧𝗛𝗘𝗥 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Financial Modeling ✅ Strategic Planning ✅ Start-Up Consulting ✅ Pitch Decks ✅ Data Analytics ✅ Market Research 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 🎯 Manufacturing 🎯 Business Services 🎯 Paper, Plastics & Packaging 🎯 Food & Beverage 🎯 Transportation & Logistics 🎯 Consumer Products 🎯 Cannabis 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘 I have 8+ years of experience across multiple financial leadership and M&A advisory roles. In January 2023, I founded SellSideCFO, a boutique fractional CFO service that provides financial management and M&A advisory services to businesses with less than $25 million in revenue. Prior to SellSideCFO, I served as the Director of Corporate Strategy for Mammoth Distribution, a leading cannabis company in California with more than $70 million in annual revenue. While at Mammoth Distribution, I led strategy development, revamped financial reporting capabilities, evaluated M&A opportunities, integrated the acquisition of Spacestation, and served as a liaison to institutional investors. Prior to joining Mammoth Distribution, I was the Director of Finance & Operations for Spacestation, the world’s largest contract manufacturer of cannabis beverage products. While at Spacestation, I professionalized the company’s financial management and operational capabilities leading to a record year for revenue and profitability. I was also responsible for leading the company’s multiple 8-figure sale to Mammoth Distribution. Prior to joining Spacestation, I was an Associate at Rothschild Global Advisory, a leading global investment bank. While at Rothschild, I worked on 25+ mandated M&A transactions that comprised more than $12 billion in completed deal value. I graduated magna cum laude from DePaul University (Chicago, IL) with a double major in Finance and Economics. I currently live in Florida where I enjoy training for triathlons, playing golf, and escaping to the beach in my free time.
    Featured Skill Management Consulting
    Decision Making
    Due Diligence
    Business Valuation
    KPI Metric Development
    Startup Consulting
    Business Writing
    Financial Projection
    Business Planning & Strategy
    Business Presentation
    Process Improvement
    Data Analysis
    Financial Analysis & Valuation
    Financial Modeling
    Mergers & Acquisitions
  • $65 hourly
    🚀 Need a business plan that doesn’t just look good — but actually gets you funded? You're in the right place. As a former SBA loan underwriter and both an experienced Business Plan Writer and an SBA Loan Broker, I know exactly what lenders and investors look for — and I craft every business plan to meet those critical standards. This is not theory — I work directly with SBA lenders, USDA lenders, to help clients secure real funding. 📈 My Unique Advantage: Most business plan writers can only guess what lenders want. I work directly with lenders daily. I know what gets approved — and what gets rejected — so I tailor your plan to meet real-world underwriting guidelines. ✅ Services I Offer: - SBA-Compliant Business Plans - SBA Financial Projections for Startups - SBA Projections for Business Acquisitions - Investor-Ready Business Plans - Investor-Ready Financial Models with Cap Tables - Immigration Business Plans (E-2, L-1A, EB2-NIW, EB-5) - Feasibility Studies for USDA Loan Applications - Pitch Decks and Investor Teasers - Business Consulting for SBA Loan Readiness - Cash Flow and DSCR Analysis for SBA Loans 🎯 Why Clients Work with Me: - Dual Expertise: Business Planning + SBA Funding Strategy - 72-Hour Rush Service Available - Deep knowledge of SBA, USDA lending standards - Customized financial models aligned with lender expectations - White-glove service — personalized and strategic, never templates 📊 Funding Success Examples: - Helped Domenico's Deli secure SBA 7(a) loan of $600,000 - Pickleball Franchise Dill Dinkers owner just approved for $1MM on SBA 7(a) Loan - Created feasibility studies leading to USDA Business & Industry loan approvals - Supported immigration clients with business plans resulting in visa approvals - Advised entrepreneurs on building lender-ready applications from day one 📚 USDA Loan Expertise: If you're seeking USDA Rural Development funding, I deliver comprehensive feasibility studies designed to meet USDA requirements. From financial projections to market analysis and economic impact assessments, I prepare everything you need for a compelling and compliant submission. 📅 Next Step: If you want a business plan, solid financial projections, feasibility studies, or funding package that positions you for approval, I’m ready to help. 📩 Message me today — let's make your vision a reality!
    Featured Skill Management Consulting
    Commercial Lending
    Loan Approval
    Loan Processing
    Feasibility Study
    Financial Analysis
    Small Business Administration
    Business Proposal
    Immigration Business Plan
    Pitch Deck
    Business Planning & Strategy
    Financial Modeling
    Business Plan Writing
    Financial Projection
    Business Plan
  • Want to browse more freelancers?
    Sign up

How hiring on Upwork works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by 5M+ businesses