Hire the best Management Consultants in New York

Check out Management Consultants in New York with the skills you need for your next job.
  • $250 hourly
    I’m Stephanie, and I enjoy working with founders and executives on strategic and financial projects that move their businesses forward. This includes fractional CFO / COO support, setting up financial and operations systems, establishing KPIs and OKRs, financial modeling, business planning, pricing and partnerships analyses and other projects. I'm a Founder, Wharton MBA, former investment banker and former political & non-profit fundraiser with a background in private equity, corporate development, and building and running multimillion dollar growth operations. I have worked with private equity and VC backed companies, real estate, tech / SaaS companies, consumer goods, healthcare, financial institutions, and non-profits. As an investment banker, I advised on over $5B in transactions, including M&A and IPO processes, and as a political fundraiser I built and executed multi-million dollar fundraising plans from the ground up. Overall, I specialize in utilizing data to drive business decisions and offer expertise in Excel / PowerPoint, business plans, pitch decks, investor memorandums, financial reports, marketing materials, and other analyses. As a consultant, my experience includes fractional CFO and COO roles, assisting founders in raising over $270M in capital, helping founders better align their company's operations with ESG goals, and optimizing supply chain, pricing, business development, and finance operations. I am a jack of many trades, and typically, I am able to help a business tackle more than one problem area. I am open to one time projects, as well as longer term contracts. **Note, I assist founders in preparing for funding rounds and managing this process, but I do not make personal introductions or fundraise for a fee. If you are looking to hire a fundraiser based on a commission, please research the laws surrounding this before reaching out to people on upwork -- in many instances, it is illegal to hire a freelancer for a commission-based fundraise.**
    Featured Skill Management Consulting
    Executive Support
    Executive Coaching
    Business Operations
    Financial Reporting
    Finance & Accounting
    Presentations
    Business Plan
    Business Planning & Strategy
    Financial Modeling
    Company Valuation
    Financial Analysis
    Corporate Finance
    Real Estate Financial Modeling
    FinTech Consulting
  • $115 hourly
    Finance professional with expertise in commercial real estate investment, private equity, and structured finance. I specialize in building financial models for ground-up developments and acquisitions across various asset classes, including office, multifamily, residential, hospitality, and industrial. My work extends beyond modeling to investment strategy, due diligence, and capital structuring, evaluating opportunities from both an equity and debt perspective. I have advised institutional investors, private equity firms, and developers on deal underwriting, portfolio management, and financing strategies to maximize returns and mitigate risk.
    Featured Skill Management Consulting
    Investment Research
    Startup Pitchbook
    Pro Forma Statement
    Microsoft Excel
    Forecasting
    Startup Consulting
    Financial Modeling
    Finance
    Real Estate Acquisition
    Financial Analysis & Valuation
    Real Estate Financial Modeling
    Analytical Presentation
    Financial Analysis
    Strategy
  • $150 hourly
    My passion is to help busy leaders achieve their bold visions through a sharp focus and follow through on what matters most. There's more below ... but first a thought on money. Why do I do this? Because I like to help people. Typically when I propose on a job, I adjust my rate to the commitment and effort the job appears to need. If my standard rate seems out of your reach, it's always worth a quick chat. I'm more interested in the experience of working with new organizations and people than making a ton of money. Conversely complex projects may require more client investment. Expert at business operations that work seamlessly with one another. As a strategy & operations consultant I know how to quicky and accurately assess, analyze, and recommend changes to align people, processes, and strategy. From my time as an operating executive and general manager, I know what it means to implement change and manage the day-to-day for weeks, months, and years. For my clients this means I deeply understand your reality and have the training, frameworks, and hands-on experience to help you succeed -- without pissing off your people. - Fractional COO (Chief Operating Officer, Head of Operations, Operations Director) - Chief of Staff - Management Consulting | Management Consultant - Interim management (Operations, Administration, HR, Comms) - Project management - Strategy & strategic planning - OKR Coach - Startups - Communications (board, investors, executive, company, community)
    Featured Skill Management Consulting
    Customer Service
    Business Process Reengineering
    Business Strategy
    Program Management
    Business Coaching
    Customer Experience
    Business Transformation
    Project Management Office
    Communications
    Strategy
    Change Management
    Project Management
    Business Operations
    Organizational Design & Effectiveness
  • $100 hourly
    Hi I'm Jack! Whether you’re seeking high-performing email campaigns or visually stunning video content, I bring the skills and creativity needed to help your business stand out. 🎥 Video Production & Editor, Professional Drone Pilot ✅ Expert in Adobe Premiere Pro, After Effects, and Davinci Resolve ✅ Proven track record of creating viral content (Multiple 500k+ view videos on TikTok and YouTube ✅ NYC-based video producer with global availability ✅ Expert in capturing and editing cinematic visuals, including drone footage ✅ Specializing in brand storytelling, from pre-production to post-production From high-end drone shots to captivating social media clips, I craft videos that tell your brand’s story and resonate with your audience.
    Featured Skill Management Consulting
    Data Analytics
    Social Media Content
    Social Media Management
    Food & Beverage
    Channels of Distribution
    Video Production
    Video Editing & Production
  • $50 hourly
    I am an Ivy League-educated finance professional and former J.P. Morgan investment banker, with a degree from Cornell University’s Dyson School of Applied Economics & Management—one of the top undergraduate business schools in the world. I have executed multi-billion-dollar transactions across private equity, M&A, financial modeling, and investment strategy, working with top-tier firms to drive value creation and strategic growth. With experience in both private equity and investment banking at J.P. Morgan, I bring deep expertise in: ✅ Mergers & Acquisitions (M&A) – Buy-side & sell-side advisory, deal structuring, due diligence ✅ Advanced Financial Modeling – 3-statement models, LBO, DCF, precedent transactions, and public comps ✅ Valuation & Investment Analysis – Equity and debt financing, risk assessment, capital structure optimization ✅ Business Strategy & Market Analysis – Identifying growth opportunities, assessing competitive landscapes, and optimizing operations ✅ Portfolio Management & Capital Advisory – Tracking industry trends, optimizing investment strategies, and maximizing returns I thrive on solving complex financial and strategic challenges—whether it’s building dynamic financial models, conducting deep business analysis, or structuring high-impact investment strategies. My approach is analytical, data-driven, and laser-focused on maximizing value for clients and stakeholders. If you're looking for a highly-trained, world-class finance expert to help with financial modeling, business analysis, M&A advisory, or investment strategy, let’s connect. I’m ready to deliver top-tier insights that drive real results! 🚀
    Featured Skill Management Consulting
    Private Equity
    Investment Banking
    Business Analysis
    PowerPoint Presentation
    Valuation
    Microsoft Office
    Excel Formula
    Financial Model
    Financial Modeling
    Financial Analysis
    Analytical Presentation
    Financial Planning
    Accounting Basics
    Accounting
  • $100 hourly
    Combining strong technical expertise with a wealth of professional experience to apply a sound and analytical framework to guide your critical business decisions towards efficiency and profitability. - Business Intelligence / Database Development - Machine Learning / Prompt Engineering - Communications / Data Storytelling - Management Consulting / Product Management
    Featured Skill Management Consulting
    Tableau
    Streamlit
    Looker
    Microsoft Power BI
    Microsoft Excel
    Database Development
    Cloud Engineering
    Analytics Dashboard
    Market Research
    Instructional Design
    Product Management
    Machine Learning
    Data Engineering
    Data Science
  • $80 hourly
    I am a consulting industry expert with over 11 years of experience specializing in the financial services and real-estate Industries. I've helped multi-national global banking and wealth management clients strategize, discover, and implement strategic solutions across their business and achieve both tactical and longer-term goals. I've managed small to medium sized (3-6) domestic and international teams valued at $2,000,000 cost to client value and have also developed sales pitch decks and presentations to grow our team's business. The following are common areas where I can solve problems and deliver value to your business: -Process Modelling/Design -Project Management -Requirements Discovery/Documentation -SEO (Search Engine Optimization) -Policy Writing -Sales Pitch Deck Development -Excel creation/formatting -Content/Blog Writing -Business Plan Creation/Consulting Thank you for taking the time to visit and review my page. I'm looking forward to discussing how to contribute to your success and take your business further.
    Featured Skill Management Consulting
    Business Plan
    Microsoft Excel
    Microsoft PowerPoint
    Website Content
    Presentation Design
    Project Management
    Business Process Modeling
    Microsoft Visio
    Blog Writing
    SEO Audit
    On-Page SEO
    SEO Writing
    Search Engine Optimization
    SEO Keyword Research
  • $58 hourly
    Hi Thanks for reading my profile. Here are the topics that I am well versed in: Solar PV design - from 1KW to 100 MW Solar PV design - grid tied, off grid, hybrid grid tied with battery backup, BESS, Solar PV design - pv sizing, battery sizing, AC Production, load analysis Solar PV Design - solar farms plus interconnection to grid , substation design Aurora Solar PV design Lighting Design - photometric analysis, lighting layout Lighting Design - luminaire selection and comparison, energy efficiency Project Financial Analysis - Cash Flow, ROI, project payback Financial Business Analysis - Forecasting, Modeling, Proforma Energy Efficiency Analysis Carbon Emissions Analysis Business Plans - startup to project additions Excel - Word - PDF Technical writing , copy writing editing, RFP Scope of Work Building construction and design Building energy efficiency and many more Batina earned his BSEE from Purdue University and his MBA from Pace University specializing in financial modeling. Batina has spent his engineering career designing and developing many projects in many different fields. He has dedicated himself to bringing the best engineering practices to his designs and in support of the projects and company objectives. At this point in his career, he is dedicating himself to helping as many people as possible thru his solar pv projects and lighting designs. Our Founder, William Batina has over 40 years of engineering and management experiences having been involved in hundreds of projects of all types and sizes. He was the University Energy Manager at Pace University for 15 years where he was part of the Facilities Management Team, which managed about 90 buildings with over 2.8 million square feet of spaces. We completed over 300 renovation projects including the renovation of the main campus in Pleasantville NY USA. Batina was part of the interdisciplinary team which developed the specifications for the new resident halls of about 250,000 square feet each. The redevelopment project costs were about $ 110 million for the Pleasantville campus. An additional master plan development was also about $ 100 million for the main campus in New York City. While Batina was the University Energy Manager at Pace University, he was responsible for the utility budgets. The annual budget for 4 campuses was about $ 10 million. He had to develop the budgets and then track the expenses and compare the utility bills to the budgets. I was involved in all aspects of Energy Management from energy procurement to energy benchmarking , data analysis, budget development and monthly utility invoice payments, tracking and financial reporting. Over his career, he probably reviewed about 30,000 utility bills I have extensive business knowledge and experiences. I am familiar with the standard business analysis statements of Balance Sheet, Cash Flow, Income Statement, and Retained Earnings. I am an expert at creating Excel charts, performing data analysis and business forecasting. I have started several technical companies so I am also familiar with business plans and investment funding. Throughout my career, I have written several hundred technical reports, training manuals, data analysis reports, and had several technical articles published in refereed journals. I have 7 issued US Patents and 15 US Patent applications. Beacon Energy Renewables LLC was formed in 2023 to bring quality Energy Management and Project Management to the solar PV and wind development projects. We have assembled a group of professionals with a combined experience of over 80 years to offer their expertise in the design and implementation of solar pv designs. This past year, Beacon Energy Renewables LLC, has been dedicated to larger, utility scale solar pv projects. We bring together the professionals and companies to design and build these larger projects. We can design the projects as a complete project or act as your project managers for any stage of the project. I have completed 5 solar farm feasibility studies with the next steps to complete the engineering, procurement and construction phases. I am currently working solar farm development of 50 to 100 MW in GA with 3 projects in development. Each of these projects covers about 100 acres. Solar PV Projects / Wind Projects / Battery Storage • Feasibility Studies • Engineering • Procurement • Construction • System Commissioning • Operations and Maintenance • Project Management • Energy Management • EV charging Solar Projects • Solar Powered applications – Grid Tied • Solar Powered Applications – Off Grid Hybrid or battery Back up • Energy Storage • Utility Scale projects Project Management • Project Schedules • Project Financials – Budgets • Project Financials – Budget / Expense tracking • Project Reporting Legal • Solar Contracts – PPA – Leases- Interconnections Agreements • Property Leases • Construction Contracts • Equipment Rentals I look forward to working on your projects.
    Featured Skill Management Consulting
    PV Evaluation
    PV System Design
    Lighting Design Software
    Solar Energy Simulation
    Solar Farm Design
    Photometric Analysis
    Lighting Design
    Solar Design
    Financial Analysis
    Sustainable Energy
    Financial Modeling
    Financial Planning
    PDF Conversion
    Microsoft Excel
  • $65 hourly
    I am a driven an multi faceted talent that has worked across sectors in Senior positions in International Relations, Consulting and Marketing SEO Strategies and Optimization. My training is in International Relations and Socio-linguistics, which means my expertise is understanding people and how to communicate with them regardless of proximity, demographic, gender or orientation. I was Director for a $2.2Bn potpourri of projects for the State of New York, including gaining partnerships with Major League Baseball. I was the Director of Communications and Government Relations for a high-profile non-profit on Capitol Hill. I'm a Google AdWords Certified Sr. SEO Optimization and Strategy Consultant for the public, private and non-profit sectors. Yes I wear many hats, but as a former All-American athlete, I know that hard work, continuing to have intellectual curiosity and making sure that those I partner with are left knowing that I did right by them.
    Featured Skill Management Consulting
    Policy Writing
    Policy Analysis
    Venture Capital Consulting
    Grant Writing
    Intercultural Communication
    Communication Strategy
    Qualitative Research
    Project Management
  • $55 hourly
    Shaun Vaccaro currently serves as Owner/Chief Consultant of the Summit Sales Group. He is a renowned expert in the fields of B2B Marketing, Lead Generation, and Sales Pipeline Building. To date, he has secured more than $10 Million in recurring revenue for his clients. Prior to his current posts, Shaun served as the Vice President of Strategy & Client Success with Tech Pro Marketing, as well as Senior Marketing Consultant with Marketopia, both roles that allowed him to work directly with IT Service companies on crafting custom marketing solutions to help business grow and scale. Throughout a 10-year career working in the IT Services space, Shaun has successfully consulted for several hundred companies around North America. Shaun was also the founder of Fullblast Productions L.L.C. , a New York-state based consulting firm, and has also co-founded MuzicEFX, a Delaware Corporation focused on helping to bring 4-D technology to market in the U.S. Throughout his career, Shaun has done consulting for a wide variety of businesses ranging from small tech start-ups to Inc. 500 companies. A recent nominee of the Tampa Bay Business Journal's Top 30 Under 30, Shaun maintains a Public Communication degree from SUNY Buffalo State.
    Featured Skill Management Consulting
    Business Development
    Contract Negotiation
    Customer Service
    LinkedIn Profile Creation
    Data Mining
    Client Management
    Data Management
    B2B Marketing
    Market Research
    List Building
    Lead Generation
    Sales
    Sales Management
  • $130 hourly
    I am an accomplished healthcare consultant and the proud owner of a healthcare consulting and management company that stands at the forefront of transforming healthcare practices across the United States. With a proven track record of successfully opening a diverse array of medical practices, my expertise spans a wide range of specialties within the healthcare industry. My passion lies in identifying the unique challenges faced by healthcare providers and offering tailored, innovative solutions that drive their success. Beyond my healthcare specialism, I have leveraged my extensive experience and strategic insight to provide startup consulting services across various industries. This multidisciplinary approach has enabled me to deliver value beyond the traditional boundaries of healthcare, assisting businesses at different stages of their lifecycle with startup strategies, operational turnarounds, and expense optimization. My approach to healthcare consulting and management is rooted in a deep understanding of the complexities of medical practice management. I offer a comprehensive suite of solutions designed to streamline operations, enhance financial performance, and improve patient satisfaction. Whether it's through meticulous expense consulting or strategic practice management, my goal is to empower healthcare providers to focus on what they do best—delivering exceptional patient care. I am continuously inspired by the opportunities to make a meaningful impact in the healthcare sector and beyond. Through collaboration, innovation, and a relentless commitment to excellence, I look forward to driving the future of healthcare and contributing to the success of businesses across a spectrum of industries.
    Featured Skill Management Consulting
    Medical Billing
    Startup Consulting
    Business Consulting
    Business Development
    Business Operations
    Strategic Plan
    Healthcare Interoperability
    Business Management
    Healthcare Management
    Health & Wellness
  • $45 hourly
    Danny is an experienced professional in Financial Services (FS) with 6+ years of driving finance and technology transformations across global clients such as: Investment Banks, Commercial Banks, Mortgage Guarantors, Asset Managers, and other financial institutions. As a manager at Ernst & Young (EY), Danny has led global teams of up to 20 resources and worked directly with senior stakeholders and C-suite executives for Fortune 500 clients. Danny possesses a strong skillset in target operating model design, financial analysis, regulatory reporting, corporate strategy, risk assessments, performance benchmarking, technology implementation, data governance & controls, and regulatory compliance. Other Skillsets: 1) Executive-level Presentations and Storytelling 2) Financial Analysis & Modeling 3) Research & Data Analysis 4) Digital Wealth Investing and latest Industry Trends 5) Excel, PPT, Google Suite (Sheets, Slides)
    Featured Skill Management Consulting
    Financial Accounting
    Business Proposal
    Data Analysis
    Microsoft PowerPoint
    Data Management
    Business Management
    Finance
    Benchmarking
    Research & Strategy
    Finance & Accounting
    Microsoft Excel
    Business Development
    Financial Modeling
  • $225 hourly
    After 15 years of running a profitable e-commerce brand, Canopy Verde, I have returned to my consulting roots to help businesses grow. I built my accessories brand from scratch and achieved profitability by year 2. I’m a creative problem solver and brand strategist who can help companies make the most of their resources. I have helped subscription brands, B2B services, SaaS, B2C products, and consumer goods companies scale their businesses. As founder of Canopy Verde, I drive every aspect of the business including branding, sourcing, design, product development, sales, PR, and logistics. Prior to starting my own brand, I managed the accessories category at Fila, ran B2B marketing at American Express, and conducted in-depth analyses for clients across different industries at Bain. My background: Upwork Top Rated Plus (top 3% of professionals on the platform) Branding, sales and marketing, business development, and operations - 15 years running profitable handbag brand, Canopy Verde Management consulting - Bain + projects for Fila and Cole Haan B2B sales and marketing - American Express, clients in SaaS, tech, and retail 15+ years in design, sourcing, and product development 15+ years of industry experience in D2C, fashion, apparel, consumer goods, e-commerce Columbia MBA & Brown graduate (Phi Beta Kappa) Language skills - Mandarin and Cantonese Minority-owned Woman-owned I help growing businesses prioritize their goals and maximize their resources. If you are a startup or mid-size business, I can be your business coach, brand strategist, and fractional CMO. If you run an established business, I can identify areas of growth, improve organizational effectiveness, and provide data-backed recommendations. Here are examples of business challenges I have helped with: How do we launch a new product and get our startup off the ground? How do we create a branding and marketing strategy that will position the company for success? How can we streamline operations and improve efficiency & profitability? How do we compare to our competitors? As a management consultant, I can get up to speed quickly on an industry, gather data from various sources, and provide a comprehensive overview. I can also help with business plans, branding, and marketing strategies. I have advised companies from pre-launch startups to established brands like Fila and Club Monaco. Please get in touch if you would like samples of previous work or client referrals.
    Featured Skill Management Consulting
    Brand Strategy
    Financial Projection
    Product Development
    Startup Company
    Industry Research
    Competitive Analysis
    Branding & Marketing
    B2C Marketing
    B2B Marketing
    Sales & Marketing
    Business Plan
    Business Operations
    Growth Strategy
    Strategic Plan
  • $100 hourly
    I've spent a decade working with small and start up businesses, helping them utilize data and analytics to make practical, informed, strategic decisions that optimize their resource usage efficiency. I've also held high-level positions in Operations, enabling me to help them implement those decisions via workflow design, process optimization, and organizational expansion. I specialize in business strategy, operations management, and growth planning. -MBA: Entrepreneurship and Information Systems -BA: Finance, Computer Science, and Math -10 years experience in data analysis and KPI reporting -5 years direct experience in operations management -Operations experience includes running a company with $1M+ in annual revenue and 15 employees -Google Sheets expert specializing in dashboard development and formula writing -Extensive Excel experience (rest of Microsoft Office Suite as well, especially Word and PowerPoint) and working knowledge of entire Google Suite -Familiar with Java, Perl, SQL and HTML -Diverse background includes direct exposure to most functions of business strategy including finance, marketing, operations, and IT. Areas of professional interest include small and startup businesses, strategic roadmapping, and the practical application of data to inform business decisions.
    Featured Skill Management Consulting
    KPI Metric Development
    Growth Analytics
    Strategy
    Growth Strategy
    Data Analysis
    Microsoft PowerPoint
    Writing
    Microsoft Excel
    Analytics
    Data Visualization
  • $300 hourly
    8+ years in top-tier private equity and investment banking. Executed $4bn of equity and debt transactions. Seasoned in developing high-quality work for executive-level stakeholders including business plans, transaction overviews, and complex financial models. Spend personal time investing in real estate.
    Featured Skill Management Consulting
    Business Presentation
    Microsoft Office
    Writing
    Private Equity
    Investment Banking
    Real Estate Financial Modeling
    Presentation Design
    Energy & Utilities
    Business Plan
  • $100 hourly
    I am a seasoned Venture Capital & Startup Consultant with a proven track record of supporting early-stage startups. With extensive experience in scientific due diligence, financial modeling, and fundraising strategies, I help founders and investors navigate complex challenges and unlock growth potential. My expertise spans startup ecosystems, venture capital, and the commercialization of scientific innovation. I bring a unique combination of MBA-level business acumen (NYU Stern, Finance & Entrepreneurship) and hands-on life sciences research experience, enabling me to bridge the gap between cutting-edge science and sound business strategy. Whether you're a startup looking to refine your pitch deck or an investor seeking due diligence on a biotech company, I provide actionable insights to drive success. Skills & Services: Scientific Due Diligence: Deep expertise in evaluating early-stage life sciences companies, helping investors assess the scientific validity and market potential of biotech and healthcare startups. Pitch Deck Creation & Fundraising Strategy: Specialize in crafting compelling, data-driven pitch decks that have won awards and successfully attracted venture funding. Venture Capital Advisory: Provide consulting services for venture capital firms and accelerators, including deal sourcing, portfolio support, and strategic advisory for life sciences investments. Business Consulting for Startups: Assist startups with go-to-market strategies, product development roadmaps, and financial planning. Market Research & Competitive Analysis: Offer detailed market research and industry analysis, particularly in the biotechnology and medical devices sectors. Mentorship & Coaching: Guide founders through the early-stage growth process, providing mentorship in business development, operations, and strategic partnerships. Experience Highlights: Venture Associate & Startup Management: Supported over 200+ startups, conducted scientific and financial due diligence to help life sciences startups scale. Award-Winning Pitch Support: Helped startups win the BioNJ 'Most Inspiring Presentation' award through impactful pitch deck creation and investor strategy. Adjunct Lecturer: Taught entrepreneurship and business courses, focusing on startup strategy, capital raising, and venture growth. Research Expertise: Former Scientist at NYU Langone Health, with deep knowledge of the biotech and medical devices industry. Why Work With Me? Dual Expertise: A unique combination of business strategy and scientific research expertise means I understand both the technical and commercial aspects of your project. Global Perspective: With experience across U.S. and Middle Eastern markets, I can offer insights into international expansion and cross-border investment opportunities. Proven Track Record: I've helped startups and investors achieve results through strategic guidance, winning awards, and securing funding. Let’s Connect! Whether you're an investor looking to conduct due diligence or a startup needing to scale, I’m here to help. Let's discuss how I can add value to your next project!
    Featured Skill Management Consulting
    Marketing
    Business Management
    Management Skills
    Technical Project Management
    Finance
    Science
    Biology
    Scientific Illustration
    Modeling
    Healthcare
    Chemistry
    Proofreading
    Due Diligence
    Freelance Marketing
  • $75 hourly
    Running a business can be difficult. Most entrepreneurs have the ingenuity to start a firm, but they sometimes lack the time to run it. I have over 30 years of experience owning and operating various sorts of businesses. My area of expertise is accounting, but my knowledge is broad. I would be delighted to help you and your team achieve your objectives in whatever capacity you require. The project is more important than the pricing; I only created a starting point for the gig.
    Featured Skill Management Consulting
    Acquisitions
    Email Marketing Platform Support
    Email Campaign
    Business Consulting
    Management Skills
    Business
    Business Management
    Sales
    B2B Lead Generation
    AWS CloudFormation
    QuickBooks Online
    Accounting Advisory
    Business Development
  • $50 hourly
    With 17+ years in supply chain, procurement, and warehouse operations, I help fast-growing brands streamline purchasing, optimize fulfillment, and build scalable logistics systems. I currently lead all purchasing operations for an apparel company — managing everything from vendor sourcing to product approvals. I've also consolidated warehouse networks, implemented WMS systems like Skuvault, Finale, Fishbowl and Shiphero, and managed warehouse operations for brands shipping over 10,000 orders/day. Whether you're building your procurement strategy or optimizing your warehouse floor, I bring proven solutions that drive results. Key Strengths - Procurement & Purchasing Ops: PO tracking, vendor sourcing, production management - Warehouse Optimization: Barcode systems, picking stations, layout redesign - Fulfillment Strategy: DTC + B2B shipping, 3PL oversight, freight efficiency - Inventory & Logistics: Forecasting, inventory accuracy, reorder systems - WMS Implementation: Shiphero, ShipStation, SkuVault, RedPrairie, Finale Selected Achievements - Managed all purchasing for apparel production at WeRateDogs - Consolidated 17 warehouses into a 100K sq ft facility, saving 20% in ops costs - Implemented WMS, optimized warehouses and introduced barcode scanning, improving order accuracies by over 40% - Reduced freight costs by 20% through better routing and vendor negotiation - Consulted for cosmetics, food, and private label brands on warehouse and supply chain design
    Featured Skill Management Consulting
    Process Improvement
    Process Optimization
    Implementation
    Startup Company
    Team Management
    Operations Analytics
    Inventory Management
    Warehouse Management
    Logistics Management
    Transportation & Warehousing
    Startup Consulting
    Supply Chain & Logistics
    Purchasing Management
    Procurement
  • $50 hourly
    Experienced Business Consultant and Coach with over a decade experience consulting business owners and leaders in increasing their bottom line, process improvement and employee retention. Proven ability to systhesize data into actionable insights and effectively communicate recommendation to business owners. A unique blend of technical proficiency and soft skills offers invaluable assistance in driving business growth As a former leader in Big 4 and private equity sectors, I've transitioned to become a seasoned business owner specializing in consultancy and coaching services tailored for small businesses. My expertise goes beyond traditional business advice; I also provide support in navigating the psychological challenges inherent in entrepreneurship, drawing from my certification as an ICF coach. Moreover, my background as a Certified Public Accountant (CPA) ensures a comprehensive understanding of financial intricacies and analytical skills. Whether your goals are maximizing financial performance, expanding clientele, or addressing limiting beliefs, I can help. I have experience with the following: - Visionary leadership: I excel in setting compelling visions that drive business success. - Enhancing workforce productivity: I specialize in strategies to improve employee performance. - Cost-effective operations: I implement measures for efficient cost reduction without compromising quality. - Strategic growth planning: My expertise lies in crafting tailored business growth strategies. - Holistic business enhancement: I offer comprehensive consultancy services to optimize business operations. - Effective management: I provide insights and solutions for efficient management practices. - Time management mastery: I assist in maximizing productivity through effective time management techniques. - Executive and leadership coaching: I offer personalized coaching to nurture effective leadership skills. - Delegation and conflict resolution: I facilitate coaching sessions to enhance delegation abilities and resolve conflicts. - Tailored solutions: I deliver customized business solutions aligned with client needs and industry standards. - Client-centric approach: I am dedicated to expanding clientele and fostering future business growth through consistent delivery of high-quality work. - High integrity Standards - I hold strong ethical principles in all aspects of my work, ensuring transparency, honesty, and trustworthiness in every interaction. I prioritize open communication and collaboration throughout our engagement. Let's stay connected to ensure seamless progress towards your business objectives.
    Featured Skill Management Consulting
    Branding & Marketing
    Problem Solving
    Personal Branding
    Growth Strategy
    Leadership Coaching
    Executive Coaching
    Relationship Building
    Resolves Conflict
    Negotiation Coaching
    Decision Making
    Leadership Development
    Business Coaching
    Business Consulting
    Entrepreneurship
  • $80 hourly
    I am a proven entrepreneur, leader, and executor with a 'Swiss-Army Knife' approach. I have driven success for businesses in all phases of operations: ideation, product roadmap, hiring, marketing, sales, developer management, client relationships, and more. When I was an 18 year old at Duke University, I got my first taste of entrepreneurship. I sought the thrill and accomplishment of throwing myself in the deep end and learning new skills. By coupling my policy studies at Duke with diverse business experiences, I have cultivated a very unique set of qualifications. Most of all, my natural ability to lead through exceptional communication and empathy supersedes any skill I have honed. I am best suited to help early stage entrepreneurs bring their ideas to life. I am highly experienced in taking a business from idea stage to first customers. My ultimate goal for any employer is to help them reach a point where they can replace me with multiple specialized employees to carry them across the finish line.
    Featured Skill Management Consulting
    Sales
    Blockchain
    Marketing Campaign Setup & Implementation
    Product Roadmap
    Hiring Strategy
    Twitter/X
    Discord
    Market Research
    Customer Acquisition
    Partnership Development
    Customer Relationship Management
    Writing
    Career Coaching
    Continuing Professional Development
  • $125 hourly
    Experience in Management Consulting and Investment Banking in areas such as Capital Raising, M&A, Financial Modeling, Pricing Strategy, FP&A.
    Featured Skill Management Consulting
    Pitch Deck
    Fundraising Presentation
    Financial Planning
    Analytical Presentation
  • $35 hourly
    Hi there! My name's Justin, and I specialized in accounting, financial planning & analysis. In the past I've worked at the Big 4 in Financial Services Assurance, and currently work at Amazon as a Financial Analyst
    Featured Skill Management Consulting
    SQL
    Microsoft Excel
    Financial Planning
    Bookkeeping
    Accounting
  • $125 hourly
    I'm a consulting psychologist, leadership coach, and researcher specializing in workplace assessments, employee engagement, and organizational coaching. With experience spanning startups to Fortune 500 companies, I have worked across diverse corporate roles, helping leaders and teams enhance performance, resilience, and well-being. My unique blend of clinical psychology, organizational research, and corporate experience allows me to translate complex workplace challenges into practical, evidence-based solutions. I'm passionate about fostering thriving workplaces through data-driven insights and innovative coaching approaches that drive meaningful, lasting change. Skills: • Published Research on Employee and Workplace Issues • Mix-Methods Study Design and Implementation • ATLAS.ti, SPSS and R Experience • Conceptualizing Complex Data (Excel, Power BI, Tableau) • Personnel Assessments (Cognitive, Personality, EQ & DISC certifications) • Executive and Leadership Coaching • Company-Wide Survey/Interview Creation and Analysis • Organizational and Leadership Effectiveness Expertise • Cross-Functional Collaboration Across Geographies • Behavioral Analysis and Interventions in a Range of Settings • Executive Search Experience
    Featured Skill Management Consulting
    Test Results & Analysis
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  • $200 hourly
    Raised over $25M in venture capital, grown teams from 2 to 50 people, and grown revenue from thousands to $20M a year. Recently helped sell Paperspace to Digital Ocean for $111M. CFO level experience in finance, operations and management at growing startups with investment banking, financial services, private equity, and fundraising experience. Driven, detail-oriented, and open-minded.
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  • $225 hourly
    Experienced Chief Financial Officer with demonstrated history working in Private Equity and Venture Capital. Proven ability to successfully build out the infrastructure in the Venture Capital and Private Equity industry and exceptional in areas of analytics, strategic planning, and project management. Deep knowledge of budgets, forecasting, valuation models, financial statements, as well as expense management and revenue/income reporting. Accustomed to delivering comprehensive reports while exceeding expectations. Highly motivated and detail-oriented, thriving in fast-paced and deadline-driven environments.
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  • $60 hourly
    5+ years of experience as a PwC trained consultant and assisting CEO's CFO's and Other C-Suite level management in implementing effective investment decisions and business strategies. During the past few years, I have helped to raise financing for startups, working extensively on creating financial models, financial analysis, valuations, investor pitches, and VC presentations. I have been involved in various projects in different industries, including fintech, IT, chemical, fashion, healthcare, beauty, mining, food processing, manufacturing, and others. I am an ACCA and CFA candidate with a passion for numbers and their impact on the bottom line of organizations I am good at financial analysis, financial & business modeling, research as well as designing dashboards and presentations. My core competencies are the following: - Financial analysis - Business Planning - Econometric modeling and statistical analysis - Market Research services - Excel Dashboards and MS Excel Calculators - Budgeting and Forecasting - Business Modeling - Financial Modeling - Asset Allocation Modeling (Efficient frontier calculation) - Business Plan writing - Executive Summary, Company description, SWOT& PESTLE, Marketing, and Financial Plan) - Pitch Decks creation - Business Valuation (CAPM, WACC, IRR, ROI, ROA) - Ratios Analysis, Key Performance Indicators - Equity research - Market Research (TAM, SAM, SOM ) - Excel modeling - PowerPoint Presentations - Data analysis - Preparing financial and other reports - Macroeconomic overviews - Scientific articles - Burn Rate and Break-Even Analysis - Credit Analysis of borrowers - Variance Optimization techniques - What-if Analysis for Sales forecasts and other purposes - KPI Assessment - Performance Improvement {​​Industry Exposure}​​ - Real-Estate - Healthcare - Education - Logistics - Cement - Power - Telecom - Hospitality & Wellness - Oil & Gas: upstream and downstream - Technology - Internet businesses, SaaS, Subscription-based, etc. - Chemicals - Hospitality & Wellness - Manufacturing
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  • $175 hourly
    I'm a down - to - earth, expert - vetted (Top 1%) freelance consultant, who is driven, reliable, resourceful and looking to collaborate with like - minded people to help build their business. I've done so on three different occasions - a direct to consumer (DTC) e-commerce subscription based athletic apparel company, a mobile app financial technology venture and a consulting practice. I also served as the Chief Executive Officer of AgentLoop, an investor backed global PropTech company on a path to reimagine the real estate home buying experience. On the consulting side, I've contributed in business planning for multiple AI enabled Fintech startups, capital raising for multiple e - commerce businesses, planning dual social enterprise fashion brands, applied research within a sustainability consortium of fashion industry CEO's incubating and launching market based large scale solutions, establishing a historic setting higher education institution in SoHo, New York City, ideating and planning dual sided marketplaces, undertaking market research for well - known digital music streaming services, planning and constructing capital raising documents for cannabis industry innovators , and the list goes on. My consulting practice focuses on the following services - ✅ Source partners ✅ Create fundable business plans ✅ Ideate, design and construct pitch decks ✅ Build financial models ✅ Capital acquisition strategy ✅ Undertake business development activities The process of ideating and constructing business plans and pitch decks was cultivated internally through collaboration with prominent Pre-Seed, Seed, and Series A investors based in both NYC and Silicon Valley. These documents, which bear a strong brand identity and an appealing aesthetic, effectively convey the precise information investors seek in a compelling narrative format. My clients have secured funding from a diverse array of sources, including individual private investors, global private investment syndicates, lenders approved by the Small Business Administration (SBA), traditional banks, alternative funding institutions, top-tier venture capital firms, private equity funds, and support from friends and family. I like to enjoy working with people, as a result, please work with me if - ✅ You want a premium product ✅ You want prompt quality service ✅ You want respectful and courteous treatment ✅ You are engaged and responsive ✅ You understand it takes a thoughtful approach to develop a quality deliverable We move fast and are mindful of time, so the approximate timeline to complete project deliverables - ✅ Pitch deck - 2 wks. ✅ Financial model - 2 wks. ✅ Business plan & financial model - 4 wks. ✅ Business plan, financial model, pitch deck, data room, target investor list - 6 wks. Some client testimonials: ✅ "I can't thank Carlos enough! His level of support and engagement to understand and deliver on my team's needs are beyond appreciated. His level of expertise is evident through the advisement provided on various projects that he consistently delivers on in a timely manner. I appreciate him for extending his availability on short notice when needed to progress phases of the project. I'll definitely continue to leverage him for future needs. Thank you Carlos!!" ✅ "Carlos helped us secure our first SBA loan and did it with high diligence and expertise. I would highly recommend his loan expertise to any SBA newcomers or veterans who are unable to oversee the lengthy process of an SBA loan." ✅ “Carlos has completed a variety of projects for me each with differing degrees of complexity. He's exceeded my expectations on each and continually been available for the next milestone. Highly recommend him and looking forward to working with him again." Finally, I am a graduate of Marquette University with an International Business and Marketing degree, a Master’s of Business Administration (MBA) from The University of Wisconsin-Madison, financial planning education from Northwestern University and successfully completed the Certified Financial Planning designation examination requirement. I've also served on a number of non - profit boards and city commissions. Prior to my entrepreneurial adventures I graduated the mid - market investment bank Robert W. Baird’s Private Wealth Management leadership rotational development program, where I became a private wealth consultant serving as in - house financial planner and lead business development executive in a $250M book of business, driving asset gathering through the development of cross border investment networks. Baird has been consistently ranked Top 20 on Fortune Magazine's 100 Best Companies To work For. As a hobby, I practice Mixed Martial Arts (Boxing, Muay Thai and Grappling), invest a private cryptocurrency fund (30X since inception), spend time with my little Maltese/Shit - Zu named Marco and travel the world. I am fluent in English and Spanish. Look forward to working with you.
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