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$60 hourly
Andrew W.
- 5.0/5
- (8 jobs)
Hi there :) As a former CFO and founder of DataZen, I specialize in empowering companies to harness the full potential of their data. My expertise lies in developing custom dashboards and implementing AI-driven insights tailored specifically to the marketing and accounting (I'm a licensed CPA) industries. Core Competencies: -Custom dashboard development -AI-powered model prep -Data system optimization -Financial/CFO analysis for growing companies What Sets Me Apart: -My unique background as a CFO allows me to provide marketing agencies with financial insights typically reserved for C-suite executives. -I bridge the gap between raw data and actionable intelligence, enabling agencies to make informed decisions that drive growth. My Approach: I focus on creating efficient, cost-effective solutions that deliver results within weeks, not years. My services are designed to: -Streamline reporting processes -Reduce the need for extensive in-house data teams -Enhance decision-making through predictive analytics -Provide clear, actionable insights Value Proposition: By working with me, you can expect to save time, cut costs, and boost efficiency. My solutions provide the clarity needed to make data-driven decisions confidently, without the overhead of building an entire data infrastructure from scratch. If you're looking to transform your agency's approach to data without the hassle of hiring a full team or spending years on development, let's connect. I'm here to help you turn your data into a powerful asset for growth 💪🚀

Management Consulting
Business Consulting
Amazon
Business Analysis
Accounting
Accounting Report
Marketing Analytics
Mergers & Acquisitions
Business Intelligence
Microsoft Power BI
Financial Analysis
Financial Accounting
Financial Consulting
Data Analysis Consultation
Data Analysis
$49 hourly
Jonathan P.
- 5.0/5
- (102 jobs)
Thank you for visiting my Upwork "Top-Rated" profile. I'm a 3x founder and 2x Senior Executive in Finance and Product with $800M in fundraising and $300M in product launches. Including: - Capital Formation (debt or equity) - Business plans/Pitch decks/Content production (blog posts) - Product Ideation and Validation - Market Research - Product Strategy; including pricing Here are just a few of the things I've helped companies do: Increase net income growth by 10x. 🚀 Helped companies raise over $800M in capital (experienced with both debt & equity fundraising). 💵 Ideate, validate, and build net-new, modern products that have earned me national awards. 🏆 I've worked with companies ranging from pre-revenue startups to Fortune 500 tech giants. What I bring to the table: ✅Growth Strategies = Get help determining which products/services to invest in, and establish go-to-market strategies, and pricing structures. ✅Capital Acquisition = I work with you to get your business into a posture where it's ready to attract capital from investors and/or lenders. Plus, access my network of over 200+ investors and lenders. I do that by leveraging my eclectic set of experiences and skills, with a background as a former C-level banking executive, 3x startup founder, and Director of Product for a publicly traded company. If this sounds like you, we should talk about how I can help: I don't have enough time in the day to accomplish everything I need to.⏲️ Finance isn't my strong suit. 📊 I don't have the right contacts or network to drive toward closing a round of funding. 💸 I don't have the right experience creating "investor-ready" documents. 📃 I'm unsure what products to build, how to market them, or how to price them. 🎯

Management Consulting
Investor Roadshow
Small Business Administration
Venture Capital Consulting
Venture Capital
Fundraising
Business Plan
FinTech Consulting
Presentation Design
$40 hourly
Douglas T.
- 4.4/5
- (23 jobs)
💡 𝝖𝗯𝝾𝘂𝘁 𝗠𝗲 I help businesses streamline their operations, enhance learning, and optimize processes through clear, effective technical writing, strategic consulting, and training solutions. With over 30 years of experience across industries, including healthcare, finance, manufacturing, and quick service restaurants. I specialize in creating clear, actionable documentation, developing scalable training programs, and providing strategic guidance to help businesses grow. Whether you need precise SOPs, engaging training content, robust learning management solutions, or strategic insights to tackle operational challenges, I’m here to help you achieve clarity, compliance, and continuous improvement. 🎯 𝗦𝗸𝗶𝗹𝗹𝘀 & 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 • Technical Writing & Documentation: SOPs, policies, procedures, playbooks, and user guides that ensure consistency and compliance. • Strategic Management Consulting: Guidance for scaling businesses, C-level support, and operational strategy. • Training & Learning Development: Design and delivery of engaging training programs, virtual, in-person, or hybrid. • Course Facilitation: Instructor-led training, workshops, and online course delivery. • Instructional Design & Technology: Course creation for e-learning, blended learning, and self-paced programs. • Process Engineering & Optimization: Streamlining workflows for greater efficiency and productivity. • Coaching & Advisement: Leadership coaching and strategic advice for business growth. 📌 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 As the CEO of Document Doctors, LLC, I have worked with a wide range of clients, from scaling startups to enterprise organizations, helping them optimize their operations, standardize processes, and elevate their training capabilities. My experience spans healthcare, finance, real estate, construction, manufacturing, retail, quick service restaurants, and more. I've also designed and delivered training for clients in various formats. Live, virtual, and self-paced, ensuring that learning is accessible and impactful. ✅ 𝗪𝗵𝘆 𝗖𝗵𝝾𝝾𝘀𝗲 𝗠𝗲 • Clear, concise, and compliant documentation that enhances efficiency. • Training programs tailored to your team’s needs and learning styles. • Strategic insights to help your business scale effectively. • 25+ years of cross-industry experience, from small businesses to enterprise clients. • Proven expertise in both technical writing and training design. Keywords: technical writer, SOP writer, policy and procedure development, training and course facilitation, instructional design expert, learning and development consultant, process optimization specialist, strategic management consulting, virtual training expert, in-person training facilitator, training course designer, e-learning content developer, training program creation, process documentation specialist, consulting for scaling businesses, Trainual Certified Partner, hybrid learning solutions, standard operating procedures, C-level strategy advisor, workflow optimization.

Management Consulting
Strategic Planning
Business with 1000+ Employees
Business with 100-999 Employees
Business with 10-99 Employees
Good Manufacturing Practice
Project Management
Quality, Health, Safety & Environment Management
Employee Training
Process Design
Procedure Development
Policy Development
Elearning
Training & Development
Technical Writing
$100 hourly
Renée G.
- 5.0/5
- (14 jobs)
Architecting Organizational Excellence – Driving Transformation & Sustainable Growth I specialize in business architecture, strategic transformation, and business process management, combining deep expertise with a passion for teaching and facilitation. My mission is to help organizations establish, mature, and optimize their capabilities, enabling teams to achieve operational excellence, resource efficiency, and long-term success. Key Achievements • Enterprise Business Architectures – Partnered with cross-functional teams to establish enterprise and business architectures in government and higher education institutions to align strategic objectives with operational execution, improve decision-making, and enhance organizational agility. • Business Process Offices (BPOs) – Led the successful launch of BPOs in multiple organizations, enhancing process visibility, efficiency, and continuous improvement. • Strategic Transformation Methodology – Developed and implemented a customized framework to guide organizations through complex transformation initiatives. • People Capability Maturity – Spearheaded the achievement of People CMM Level 2, optimizing talent development and workforce capabilities. • ISO 9001 Certification – Led the adoption of quality management systems, driving operational excellence and improving customer satisfaction. Formal Training & Certifications • Business Process Management (BPM) • Capability Maturity Model Integration (CMMI) • Earned Value Management System (EVMS) • ISO 9001 – Quality Management Systems • People Capability Maturity Model (CMM) Best Practices & Frameworks • APQC Process Classification Framework (PCF) • Business Process Model & Notation (BPMN) • Federal Enterprise Architecture Framework (FEAF) • Department of Defense Architecture Framework (DoDAF) • Enterprise Design Graph Interplay (EDGY) • Project Management Body of Knowledge (PMBOK) • The Open Group Architecture Framework (TOGAF) Platforms & Tools • Bizzdesign Enterprise Studio & Horizzon • Orbus iServer What Drives Me • Bridging strategy and execution – Helping leadership teams translate vision into actionable, scalable solutions. • Empowering teams – Facilitating workshops and training sessions that instill best practices and build capabilities. • Designing sustainable architectures – Crafting robust business process architectures that drive efficiency and growth. Let’s connect to discuss how I can help your organization unlock its full potential!

Management Consulting
Strategic Planning
Metadata
Microsoft Visio
Business Process Model & Notation
Business Process Management
Process Architecture
Business Process Reengineering
Business Process Modeling
User Guide Writing
Microsoft Project
Microsoft Office
Microsoft Teams
Microsoft SharePoint
$65 hourly
Larry Marquez M.
- 5.0/5
- (3 jobs)
As a driven and results-oriented professional with extensive experience in business management, operations, strategic guidance, and program implementation, I thrive in challenging environments. My background includes successfully leading small and large teams, optimizing processes, and enabling organizations to achieve their objectives more efficiently. In addition to my experience in business management, operations, strategic guidance, and program implementation, I am also well-versed in administration, customer service, marketing, and sales. These experiences allow me to understand the multitude of interests and points of view that the various stakeholders involved represent. With all the diverse and distinctive environments I have been exposed to, I’ve made sure I learned from the lessons, mistakes, and successes that emanated from them. It’s been very beneficial working with start-ups, small businesses, as well as large corporations as it allows me to recognize the challenges that lay ahead for organizations of all sizes and the opportunities available with proper focus, optimization, and dedicated effort. Lastly, I hold a Master’s degree as well as a Bachelor’s degree. These pair well with my expertise and knowledge and have become a very potent combination. I would greatly appreciate the opportunity to have a conversation to discuss your needs further and allow me to express the passion and perspective I can bring to your organization. Thank you for your time and have a great day! Larry Marquez Mosher

Management Consulting
Team Management
Customer Service
Management Skills
Business Consulting
Change Management
Program Management
Project Management Support
Project Management Office
General Project Consulting
Project Management
Project Management Professional
Business Operations
Critical Thinking Skills
Decision Making
$100 hourly
Barbara D.
- 5.0/5
- (2 jobs)
I help CEOs and leadership teams of startups and small businesses streamline operations, optimize people strategies, and implement scalable systems to enhance efficiency and long-term growth. Whether building foundational processes for startups or helping established companies to modernize their operations, I create strategies that drive impact. What I Offer: -Expert in strategic CEO support, HR ops, fundraising coordination, and OKRs -Experience leading organizational growth from Seed to Series B+ -Proven track record of improving operational effectiveness and team alignment Why Work With Me: -Built & Scaled HR from Scratch: Led the development of an HR function from the ground up, implementing policies, performance management systems, and compliance frameworks that supported rapid growth from Seed to Series B+. -Strategic & Scalable Operations: I don’t just put out fires—I create long-term systems that optimize efficiency, from OKRs and executive operations to people strategy and compliance. -A Trusted Fixer in High-Pressure Situations: Whether navigating fundraising, legal challenges, leadership transitions, or crisis moments, I step in, assess the situation, and execute solutions that keep teams focused and businesses moving forward. -Tech-Savvy & Execution-Oriented: Experienced with Notion, Copper, Salesforce, Lattice, bill.com, and Google Workspace, I bring both strategy and hands-on execution to every project.

Management Consulting
Process Improvement
Event Management
Workshop Facilitation
Strategy
Employee Onboarding
Documentation
System Administration
Fundraising
Performance Management
Organizational Plan
Tracking Goals Setup
Business Operations
Project Management
HR & Business Services
$200 hourly
Cliff D P.
- 5.0/5
- (6 jobs)
Experienced global leader with demonstrated executive consultation and change management success. Skilled in developing business operations strategy, Start-Ups, Mergers & Acquisitions, and Gross Margin improvement. Professional certifications include; Project Management Professional (PMP), Lean Six Sigma Black Belt (LSSBB), and Certified Change Management Professional (CCMP).

Management Consulting
Executive Summary
SWOT Analysis
Risk Analysis
Executive Coaching
Nonprofit Organization
Job Description Writing
Post-Merger Integration
Succession Planning
Business
Business Management
Management Skills
Mergers & Acquisitions
Strategy
Business Operations
$60 hourly
Hale D.
- 5.0/5
- (2 jobs)
Our core offerings: 1. Data Analytics and Visualization: Translating intricate clinical trial data into actionable insights using advanced analytics and visualization tools. 2. Clinical Trial Consulting: Comprehensive guidance from trial design to post-evaluation, ensuring efficiency and optimal outcomes. 3. Medical/Scientific Writing: Precise, compliant documentation ranging from regulatory submissions to training materials. In today's evolving healthcare landscape, we bridge the essential gap between clinical trials and advanced data solutions, positioning ourselves as a unique blend of clinical and data expertise. With a vision to continuously redefine clinical data analytics, we're committed to keeping our clients ahead in this ever-evolving domain. We're excited about the potential synergy between your projects and Storm Informatics Inc. Let's discuss how our expertise can benefit your organization!

Management Consulting
Microsoft SharePoint
Microsoft Office
Project Management
Data Management
Vendor Management
Medical Informatics
Medical Records
Data Analytics
Clinical Trial Management System
Clinical Systems CTMS
Procedure Manual
Technical Writing
Process Design
$85 hourly
Emily B.
- 5.0/5
- (1 job)
I am your go-to expert for diving deep into your current processes, seeking out opportunities for greatness, and partnering with you to construct and implement procedures that form an unshakable foundation. My expertise, you inquire. I'm akin to the Wizard of Oz in the realm of formulating - Human Resources policies - Standard Operating Procedures - Development of systems that generate strong business growth

Management Consulting
Payroll Accounting
Payroll Reconciliation
Organizational Chart
System Automation
System Administration
Policy Writing
Policy Development
Procedure Documentation
Procedure Development
Continuing Professional Development
Business Coaching
Coaching
Recruiting
HR & Business Services
$125 hourly
Alexander D.
- 5.0/5
- (51 jobs)
I can make your company one-of-a-kind by delivering language models based on LLMs, neural networks, and other ML algorithms that will power your predictive products and services. I'm passionate about using the very best ML technology available to achieve measurably superior results in whatever application we are working on. I have a proven track record of delivering fully functioning systems to spec, whether on my own or as part of a team. The linguistic approaches of 5 years ago are now obsolete. With the advent of generative transformer networks (ChatGPT et. al.) you no longer need to suffer through balancing precision and recall to reach a good-enough middle ground. You can have your precision, and recall it too! Previous techniques used to understand unstructured text data that involved parts of speech, lemmatization, stemming, and other traditional NLTK tools pale in comparison to modern neural networks that embed semantic meaning into N-dimensional vector space.

Management Consulting
Marketing Management
Project Plans
Technical Support
Project Management Professional
Marketing Strategy
Content Strategy
Video Editing
Project Management
Technical Documentation
$100 hourly
Craig P.
- 4.8/5
- (8 jobs)
I help over-worked and under-profitable business owners achieve greater profitability and build lasting wealth by defining and executing a strategic business plan to win in their market and turn their business vision into predictable, scalable results. I am a Certified Strategy Planning Professional, Board-Certified Executive Coach, and Certified Exit Planning Advisor. I have helped businesses ranging from healthcare to construction become more profitable, sustain that profitability, and become valuable enough to sell. Immediately before starting Visionary Results, I was CEO of Professional Credential Services and Executive Vice President of Virtual, Inc. Before that, I was an independent consultant helping organizations with process improvement and management issues. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 Business planning starts with strategy – how you will compete and win in the market and how you will execute that plan. Business planning then explains the strategic plan's current and future financial ramifications. As a Certified Strategy Planning Professional, I will help you define how you will win in the market and translate that plan into a forward-looking financial business plan, including any presentations and reports needed for equity or debt funding. 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠 Ongoing support via the VisionaryMBA unlimited, on-demand business coaching and access to the VisionaryMBA Academy. 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐎𝐎/𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐨𝐫 Do you need a full-time COO or Integrator? Or do you need someone to help your owner, CEO, or Visionary manage the day-to-day? As a Fractional COO or Integrator, I work myself out of a job. Therefore, I will act as your second-in-command and mentor you and your chosen Second-in-Command so you can fill that position internally. 𝐓𝐞𝐬𝐭𝐢𝐦𝐨𝐧𝐢𝐚𝐥𝐬 "𝘊𝘳𝘢𝘪𝘨 𝘪𝘴 𝘴𝘮𝘢𝘳𝘵, 𝘬𝘪𝘯𝘥, 𝘢𝘯𝘥 𝘫𝘶𝘴𝘵 𝘴𝘶𝘱𝘦𝘳 𝘭𝘪𝘬𝘢𝘣𝘭𝘦. 𝘏𝘦 𝘪𝘴 𝘢𝘯 𝘪𝘯𝘤𝘳𝘦𝘥𝘪𝘣𝘭𝘦 𝘊𝘖𝘖! 𝘏𝘦 𝘪𝘴 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘩𝘦𝘭𝘱𝘴 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘦 𝘵𝘩𝘦 𝘵𝘦𝘢𝘮 𝘸𝘩𝘪𝘭𝘦 𝘩𝘢𝘷𝘪𝘯𝘨 𝘧𝘶𝘯 𝘢𝘯𝘥 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘴𝘵𝘰𝘯𝘪𝘴𝘩𝘪𝘯𝘨 𝘱𝘳𝘰𝘨𝘳𝘦𝘴𝘴. 𝘊𝘳𝘢𝘪𝘨'𝘴 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘢𝘳𝘦 𝘧𝘢𝘯𝘵𝘢𝘴𝘵𝘪𝘤 𝘢𝘯𝘥 𝘪𝘧 𝘺𝘰𝘶 𝘨𝘦𝘵 𝘵𝘩𝘦 𝘤𝘩𝘢𝘯𝘤𝘦 𝘵𝘰 𝘸𝘰𝘳𝘬 𝘸𝘪𝘵𝘩 𝘊𝘳𝘢𝘪𝘨 𝘺𝘰𝘶 𝘸𝘰𝘯'𝘵 𝘳𝘦𝘨𝘳𝘦𝘵 𝘪𝘵! 𝘐𝘵 𝘸𝘢𝘴 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘣𝘦𝘴𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘰𝘧 𝘮𝘺 𝘤𝘢𝘳𝘦𝘦𝘳! 𝘊𝘳𝘢𝘪𝘨 𝘵𝘩𝘢𝘯𝘬𝘴 𝘧𝘰𝘳 𝘣𝘦𝘪𝘯𝘨 𝘺𝘰𝘶!" Cheryl Peltekis Founder Immediate Home Health Care I helped Immediate Home Health prepare for a successful exit. "𝘊𝘳𝘢𝘪𝘨 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘨𝘳𝘦𝘢𝘵 𝘪𝘯𝘴𝘪𝘨𝘩𝘵 𝘢𝘯𝘥 𝘵𝘩𝘪𝘯𝘨𝘴 𝘧𝘰𝘳 𝘮𝘦 𝘵𝘰 𝘵𝘩𝘪𝘯𝘬 𝘢𝘣𝘰𝘶𝘵. 𝘐 𝘷𝘪𝘦𝘸 𝘊𝘳𝘢𝘪𝘨 𝘢𝘴 𝘢 "𝘉𝘰𝘢𝘳𝘥 𝘰𝘧 𝘋𝘪𝘳𝘦𝘤𝘵𝘰𝘳𝘴" 𝘧𝘰𝘳 𝘮𝘦 𝘢𝘯𝘥 𝘮𝘺 𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘢𝘵𝘪𝘰𝘯. 𝘐 𝘸𝘰𝘶𝘭𝘥 𝘩𝘪𝘨𝘩𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥 𝘊𝘳𝘢𝘪𝘨 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩 𝘩𝘦 𝘣𝘳𝘪𝘯𝘨𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘵𝘢𝘣𝘭𝘦." Dennis Jackson Founder Worx Solutions "𝘊𝘳𝘢𝘪𝘨 𝘗𝘢𝘹𝘴𝘰𝘯 𝘪𝘴 𝘦𝘹𝘢𝘤𝘵𝘭𝘺 𝘸𝘩𝘢𝘵 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘭𝘰𝘰𝘬𝘪𝘯𝘨 𝘧𝘰𝘳 𝘪𝘯 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘢𝘯𝘥 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘢𝘯𝘵. 𝘏𝘢𝘷𝘪𝘯𝘨 𝘩𝘦𝘭𝘥 𝘵𝘩𝘦 𝘳𝘰𝘭𝘦 𝘰𝘧 𝘊𝘌𝘖, 𝘢𝘮𝘰𝘯𝘨 𝘰𝘵𝘩𝘦𝘳 𝘵𝘰𝘱-𝘵𝘪𝘦𝘳 𝘵𝘪𝘵𝘭𝘦𝘴, 𝘊𝘳𝘢𝘪𝘨'𝘴 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘢𝘯𝘥 𝘪𝘯𝘴𝘪𝘨𝘩𝘵 𝘢𝘳𝘦 𝘶𝘯𝘮𝘢𝘵𝘤𝘩𝘦𝘥. 𝘕𝘰𝘵 𝘵𝘰 𝘮𝘦𝘯𝘵𝘪𝘰𝘯, 𝘔𝘳. 𝘗𝘢𝘹𝘴𝘰𝘯'𝘴 𝘵𝘳𝘶𝘦 𝘱𝘢𝘴𝘴𝘪𝘰𝘯 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘰𝘷𝘦𝘳𝘢𝘭𝘭 𝘴𝘶𝘤𝘤𝘦𝘴𝘴 𝘪𝘴 𝘦𝘷𝘪𝘥𝘦𝘯𝘵 𝘸𝘪𝘵𝘩 𝘦𝘢𝘤𝘩 𝘤𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯." Cody Robinson President HomeFit Consulting 𝐌𝐲 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐁𝐞𝐥𝐢𝐞𝐟𝐬 Learn and Teach Something Every Day Success Isn’t Lonely Measure What Matters Be Like Mike Collaboration, Not Dictation. Principles Over Practice No Jerks Allowed Everyone Is a Jerk Sometimes

Management Consulting
Business Analysis
Strategic Plan
Strategic Audit
Business Plan Writing
Business Planning & Strategy
Business Strategy
Business Process Modeling
Strategy
Business Coaching
Executive Coaching
Process Improvement
Lean Consulting
Market Analysis
$80 hourly
Bryan T.
- 5.0/5
- (4 jobs)
I am a Global Organization Development Consultant, specializing in Startups, Change Management, Organization Design and Development, Strategic Planning, Marketing, Training, and Team Building. I am an Executive Coach and Personal Mentor, and have trained leaders and consulted for organizations in 25 countries on 4 continents, and have spoken publicly to over a million people. I am also a photojournalist and writer. As Managing Partner of the Global Partnership For Sustainable Solutions, I connect socially and environmentally responsible companies and impact investors to work with indigenous peoples in the development of 1.7 million acres of their land and rainforest. In addition to this, I am also a cofounder of a nonprofit called Humanility, and we have 2 homes in the Philippines for street children and victims of human trafficking.

Management Consulting
Change Management
Leadership Development
Executive Coaching
Business Coaching
Speech Writing
Business Planning & Strategy
Life Coaching
Journalism Writing
Book Writing
International Development
Creative Writing
Startup Consulting
Public Speaking
Organizational Development
$150 hourly
Allison Brittany A.
- 5.0/5
- (25 jobs)
Hello, and thank you for viewing my profile on Upwork! I have 10+ years of HR, Career Strategy, and Resume Writing experience, along with years focused in organizational development, recruitment, and job coaching. Throughout the course of my career, I have written thousands of resumes, interviewed thousands of people, worked with hundreds of hiring managers, and helped hundreds of people find their next exciting position. I have also worked with all levels of professionals within almost every industry you can imagine! And I promise, that is not an exaggeration! From this experience, I have a unique insight into what hiring managers are looking for in a resume, and what it takes to win the job in the interview process! I am frequently featured on podcasts as an expert in my field, and have helped various businesses grow into multi-million-dollar organizations. My main services include: -Career Strategy Sessions (to identify the right career path for you) -Resume Writing (for those transitioning industries or progressing in a career) -Interview Coaching (to help you win the job during an interview) -HR Consultation (for small businesses in need of guidance, culture development, and talent acquisition strategies) Below are just a few of my resume client testimonials: “I had not prepared a resume in 20 years. A couple of months ago, I was fortunate enough to find Alli A. Alli proved to be an invaluable resource as I began the process of putting my information in a format she could turn into a resume. Alli and I had several conversations during the process. She had great insight with respect to producing a finished product that delineated my career and accomplishments. I simply could not have been more pleased. Her efforts with my resume helped me receive an offer for a new position in a matter of weeks! Alli A. receives my highest recommendation.” - Hank A. “Alli was easy to work with and quick to return my resume. She took an old, outdated format and made it look fresh! She took into consideration the goals of my job search, gave me great advice and helped me enter the job market with confidence!” - Nicole N. “After 2 years of job searching passively and very few bites, I contacted Alli A. for help on my resume. She quickly sprung into action, creating a highly effective, marketable resume. She also drafted a cover letter and resignation letter for me. When I began using the new resume and cover letter, I started receiving interview requests almost immediately! She truly knows what she is doing, and carries a great reputation in the Nashville market.” - Carol M. "I’m so Grateful for Alli’s help in updating my resume. Through a quick phone interview, Alli helped me realize several business things that I do that I took for granted and didn’t have listed on my resume. She helped me take a 3 ½ page resume down to 2 pages. After I updated my resume on LinkedIn, I had a recruiter call me within a few weeks for a job that was completely in my wheelhouse. In fact, this recruiter submitted 5 resumes for this job and I’m the only candidate that they interviewed from his recommendations. I have no doubt that Alli’s resume help got me this opportunity. Thank you, Alli!" As a general guideline: - All Resume and HR Business Consulting projects will begin with a FREE 1 hour consultation to discuss your needs, create a plan, and gather information needed to begin working on your project - Resume Writing projects will take 3-5 hours of billable time - Career Strategy and Interview Coaching projects will take 1-2 hours of billable time - HR Business Consulting projects will vary in time for completion and will be quoted once the project has been discussed and needs have been assessed I am a firm believer in transparency and integrity. Because of that, you will always get my honest opinion, including if I believe I am not the best Upworker for your request. Please feel free to ask me any questions on the front end to identify if I am the right resource for your needs. Thank you in advance. I look forward to working with you!

Management Consulting
Behavioral Event Interview
Resume Development
Cover Letter Writing
Human Resources Consulting
Resume Writing
Resume
Organizational Development
$135 hourly
Susan B.
- 0.0/5
- (0 jobs)
Coach and consulting executive with proven success across two decades in healthcare and other service industries. Strong track record of implementing best practices and process improvements to achieve client goals. Effective communicator and problem-solver. Demonstrated skills in: * Culture/ Change Management * Advanced Analytics & Performance Improvement * Program & Project Management * Strategic Planning & Consulting

Management Consulting
Healthcare
Program Management
Business Coaching
Process Improvement
Customer Experience
Data Analytics
Business Intelligence
Continuous Improvement
SAP
Cross Functional Team Leadership
Leadership Coaching
Strategic Planning
Project Management
Change Management
$150 hourly
Al O.
- 0.0/5
- (0 jobs)
As a seasoned finance executive with leadership experience in SaaS, e-commerce, telecom, and real estate ventures, I specialize in helping businesses scale sustainably through strategic financial management. With a proven track record as VP of Finance, Global Head of Finance, and FP&A Manager, I deliver actionable insights, optimize cash flow, and drive growth. I partner with founders, CEOs, and investors to provide tailored financial strategies that empower decision-making and improve profitability. Core Capabilities: Fractional CFO services: cash flow optimization, fundraising support, and strategic advisory FP&A, budgeting, forecasting, and variance analysis to drive financial clarity and performance Financial modeling for SaaS metrics (ARR, churn, LTV/CAC) and investor presentations ERP implementation (Netsuite, Sage Intacct) and financial reporting automation M&A support, due diligence, and post-acquisition integration

Management Consulting
Financial Consulting
Financial Reporting
Accounting
Financial Management
Financial Accounting
Financial Analysis
Budgeting & Forecasting Software
Financial Analysis & Valuation
Financial Planning
$150 hourly
Jeffrey S.
- 5.0/5
- (5 jobs)
I am a formally trained Finance Ph.D. with significant experience as a consultant working at the intersection of finance, economics, management, and data science. I enjoy helping clients understand their business problem and visualize an action plan. I don't just provide a solution, I ensure that my clients understand why a solution works best for their unique situation.

Management Consulting
Data Visualization
Dashboard
Data Analysis
Artificial Intelligence
Automation
Data Science
Economics
Quantitative Analysis
Finance
Quantitative Research
$60 hourly
Caleb N.
- 0.0/5
- (1 job)
With a proven track record in content creation and strategic marketing, I have built a career on delivering engaging and impactful writing that drives growth. My portfolio includes working with prestigious platforms like Benzinga, where I played a key role in expanding readership from zero to over 4 million readers in under 9 months, translating to over $165k in revenue per month. My articles have been widely published on high-visibility websites like Yahoo and MSN, showcasing my talent for crafting content that resonates with diverse audiences. Expertise & Services: - Content Writing: Engaging, well-researched content tailored to your target audience. My writing experience spans across finance, technology, lifestyle, and more. - SEO Writing: Utilizing best practices in SEO, I create content that ranks well on search engines, drives organic traffic, and converts readers into customers. - Copywriting: Crafting persuasive copy for advertising, product descriptions, landing pages, and email campaigns that align with your brand voice and marketing goals. - Media & Marketing: Leveraging my experience in growing readership and revenue, I can help you build and execute successful marketing campaigns to amplify your brand presence. Notable Achievements: - Grew Benzinga's readership to over 4 million readers, achieving a revenue increase of $165k per month. - Published across prominent platforms, including Yahoo, MSN, and more. Successfully leveraged data-driven strategies to enhance audience engagement and conversion rates. - Successfully lead the launch and implementation of several new products under the Benzinga name As a writer with a passion for storytelling and a keen eye for detail, I'm committed to delivering content that not only informs but inspires. If you're looking for a seasoned professional who can bring creativity, expertise, and a strong ROI focus to your project, let's connect and make your vision come to life. Feel free to browse through my portfolio to see examples of my work.

Management Consulting
Growth Strategy
Content Analysis
News Media
Marketing
Technical SEO
SEO Strategy
Writing
News Article
Freelance Marketing
Content Marketing
Search Engine Optimization
Blog Writing
News Writing
$20 hourly
Julie L.
- 5.0/5
- (0 jobs)
SKILLS & ABILITIES * Experience with growth and expansion as well as business development in new areas * Formal training and experience in Organizational Behavior Management * Excellence in ability to meet fiscal goals and drive/manage KPIs for 11+ branches at a given time * Exceptional interpersonal, managerial, and organizational skills PERSONAL STRENGTHS I am a hardworking and highly self-motivated individual. I demonstrate outstanding interpersonal and rapport building skills across staff, clients, and community members. I am passionate about driving growth, scaling business revenue, and adding value to constitutes and businesses. My organizational and problem-solving skills are exceptional, and I strive to maintain a positive, solution-focused attitude always.

Management Consulting
Bookkeeping
Management Accounting
Audio Transcription
Office & Work Space
Virtual Assistance
$45 hourly
Katie C.
- 0.0/5
- (0 jobs)
I am here to assist your business by improving processes and efficiencies in a variety of areas. I have worked successfully in a variety of industries and organizations to assist in activities ranging from multi-day engagements to multi-year, cross-functional projects. I have experience working with large, Fotune-50 companies and international organizations as they navigate complex projects involving cloud implementations. Within smaller organizations I have experience in the legal and hospitality industries where I have worn multiple hats with duties ranging from setting up and running billing and accounting processes to calendar and email management as well as providing research and formal write-ups for investment opportunities and legal topics. - Expert in Microsoft Office suite of products - Proficient in Google suite products

Management Consulting
Strategy
Office Management
Finance & Accounting
Process Flow Diagram
Business Operations
Operations Research
Drafting
Research Documentation
Legal Research
Administrative Support
Data Entry
Legal Assistance
Research & Strategy
Cloud Implementation
$30 hourly
Priscilla M.
- 5.0/5
- (1 job)
Want to work with someone who thrives on customer success and automating processes to meet the needs of your customers? Someone who is experienced in constructing (and completely revamping) Customer Onboarding and Customer Success processes, rising NPS scores by >40%? Has designed and led over 300+ successful Onboarding and Customer Implementation projects? Customer Success Expertise that Drives Results My clients deliver services and products to their customers, who, in turn, expect exceptional customer service and seamless implementations. That’s where I come in—driving innovation and ensuring customer satisfaction throughout all phases of the customer journey. Struggling with These Challenges? We may be a great fit if you’re experiencing: ✅Inefficient or inconsistent onboarding processes ✅High customer churn ✅Lack of scalable systems and processes ✅Poor communication between teams ✅Underperforming metrics (e.g., NPS, retention rates, customer satisfaction) Why Clients Trust Me to Deliver Results The Proof Is in the Pudding📈 My clients benefit from well-thought-out, easy-to-follow customer onboarding and success game plans that deliver measurable results: ⭐ Internal Efficiencies: Streamlined processes that reduce workload and allow teams to focus on growth. “You have taken so much off my plate, and now I feel we will start marketing to new customers after next week now that we are getting a system in place.” ⭐ Faster Onboarding Timelines: Achieved onboarding timelines reduced by 6+ weeks, ensuring quicker time-to-value for customers. “You have been a blessing with everything you have handled in such a short amount of time.” ⭐ Improved Documentation and Structure: Built scalable systems that enhance long-term success. “Over the years you have become so integral in our process, and did such a good job structuring everything and documenting.” ⭐ Increased Customer Satisfaction: Boosted NPS scores by 45% with tailored strategies and consistent communication. “I’m so grateful for all the help and strategy you've contributed.” ⭐ Many clients describe their experiences as transformative, with one saying, “If I could have started here 8 years ago knowing what I know now, it would have changed so much.” How I Can Help You Overcome Onboarding and Success Challenges I bring years of expertise in creating structured and scalable processes that deliver real value to clients. Here’s how I can assist: ✅ Building and optimizing SaaS Onboarding, Implementation, and Customer Success processes using CRM tools like Salesforce, TaskRay, Gainsight, Hubspot, and Monday.com. ✅ Customizing CRM platforms to solve customer and departmental inefficiencies. ✅ Providing consultative support by identifying process faults and offering tailored solutions. ✅ Managing clients and processes, contributing to a 45% increase in customer happiness. ✅ Leading over 300+ SaaS onboarding and implementation projects, ensuring seamless transitions and outstanding results. Let’s Work Together If you’re ready to streamline your onboarding processes, enhance customer success, and see measurable results, let’s connect. I’d love to discuss how I can help your business thrive!

Management Consulting
Training Materials
Survey Design
Customer Satisfaction
Relationship Building
Technical Translation
Customer Onboarding
Account Management
Project Workflows
CRM Development
Project Management
Communication Design
Implementation Plan
SaaS Development
Customer Experience Management Software
$40 hourly
Kalen S.
- 0.0/5
- (1 job)
I am an experienced individual of Strategic Planning and Program Management with 15 years of progressive leadership in healthcare (focusing in Medicare, Medicaid, and Special Needs Plans), health policy and compliance, and specializing in high-visibility initiatives. I have a rich history of developing growth strategies through successful implementation of innovative new programs, processes, and systems. I am committed to producing impactful results by managing organizational initiatives, establishing and maintaining clear communication of goals and expectations, addressing risks, and building collaborative partnerships. I am looking forward to collaborating with you on your project to ensure you and your organization are successful.

Management Consulting
Growth Strategy
Business Analysis
Vendor Management
Policy Analysis
Process Development
Document Analysis
Research & Strategy
Healthcare Management
Project Management
Analytical Presentation
$150 hourly
Patrick G.
- 0.0/5
- (0 jobs)
Accomplished Chief Technology Officer with over 15 years of experience in leading teams, solving complex technical and operational challenges, and overseeing network and database operations at both micro and macro levels. A visionary leader and strategic thinker, adept at driving digital transformation and leveraging emerging technologies to optimize business performance. Proven track record of implementing innovative solutions, enhancing operational efficiency, and delivering results. Skilled in building and mentoring high-performing teams and fostering a collaborative and innovative work environment. Excels in stakeholder management and communication, with a strong ability to align technology initiatives with business objectives.

Management Consulting
Presentations
Presentation Design
Remote IT Management
Management Skills
Leadership Skills
Business Coaching
$150 hourly
Shane S.
- 0.0/5
- (0 jobs)
At Work Heartily, LLC, our focus is on modernizing small business operations through digitization and process integration. As a Fractional COO & Strategic Advisor, my mission is to build the 'engine' of your small business. We've cultivated an environment where financial performance and P&L management are pillars of strategic leadership. I have 15+ years of progressive leadership experience. I have a tech background and speak both Nerd and Business fluently. I am an EOS Integrator. This means I can improve and mature all areas of your small business. Your people will be happier, your customers will be delighted, and your business will be growing, and you will finally have the freedom to work ON your business instead of IN it.

Management Consulting
Business Coaching
Business Consulting
Business Analysis
Management Development
Strategic Audit
Operational Planning
Business Strategy
Strategic Plan
Strategic Planning
$55 hourly
Sheila J.
- 0.0/5
- (0 jobs)
Hi, I’m Sheila Dianna Jones — a seasoned Accounts Payable Director with 20+ years of experience helping businesses simplify and optimize their financial operations. I specialize in full-cycle AP, vendor management, and process improvement. Whether you need help managing your AP workflow, cleaning up your 1099s, or supporting an ERP transition, I bring a strong eye for detail, system expertise, and leadership-level thinking to every project. My specialties include: • Full-Cycle Accounts Payable • Vendor Setup & Relationship Management • Monthly Reconciliations • Coupa, DocLink, Microsoft Dynamics SL • 1099 Preparation & Year-End Support • Process Improvements & SOP Development • AP System Testing & Implementation I’ve led both onshore and offshore teams, handled multi-million dollar workflows, and supported large organizations with audit-ready practices. Let’s work together to create efficient, reliable, and scalable financial systems so you can focus on growing your business.

Management Consulting
Light Bookkeeping
Analytical Presentation
Accounting Basics
Accounting
Accounts Payable Management
Accounts Payable
$35 hourly
Rolaine S.
- 0.0/5
- (6 jobs)
I am a Certified Public Accountant, small business tax advocate and cloud technology trainer with 28 years of experience [23 of those years as a QuickBooks trainer]. I specialize in QuickBooks Cleanups, cash flow improvement consulting, small business tax compliance, along with training older or struggling adults in how to use your computer to immediately and sensibly lower your operating costs. Most people don't know this, but if you change how and when you enter your accounting data, plus add some internal controls, you can free up all kinds of helpful financial performance insights into your firm. I've helped a bunch of people to do a QuickBooks makeover to facilitate wiser management decision making and common sense, affordable and lasting cost savings to improve their bottom line. * I am excellent at getting data into QuickBooks from other apps and helping you sync apps with QuickBooks or other management apps. * I am able to spot and fix errors in your QuickBooks and help you implement internal controls to prevent future errors. I've been using QuickBooks Online and Desktop since before Intuit was Intuit and I am expert level ProAdvisor. In addition, I am certified in QuickBooks Payroll. * I have much experience in construction industry accounting, and my husband and I used to co-own a specialty pressure washer business that also repaired commercial cooking appliances. There is much you can do with your buildings and equipment to control your costs. I am a highly trained physical facilities property manager. * I also support clients in restaurants, retail establishments, hospitality, legal and the non-profit sector and know those industries well. I used to teach Accounting, Business Management, Human Resources Management, Business Law, and beginning computer programming classes as an adjunct faculty member at Bryant and Stratton College in Orchard Park, New York. * I am also a paralegal, able to quickly and accurately do legal research. While I cannot represent you nor give advice as an attorney, I can prepare/package the evidence needed for your attorney to be much more likely to prevail in a court case. * Cleanups, setups, and rebuilds are hard to predict. I never know exactly what I will find in my QuickBooks and management consultants as there are so many wildcard variables at play as far as what has gone wrong, the time / effort needed to fix it, and the number of business transactions that your company has. * Hence, my project is a get-acquainted project [work block] on an hourly basis. I will commit to an initial 40 hours of work, commit to have worked that time within the next 3 weeks and take your QuickBooks or tax consult forward just as far as I can during that initial work block. If I get the work done within this first 40 hours, you only need to pay me for my actual time worked. * After that we will switch to a pay as you go hourly arrangement, with a 5 to 20 hours per week freelance project, payable weekly, which you can pause for a few weeks when you need to.

Management Consulting
Machine Translation
Business Language Instruction
Closed Captioning
Editing & Proofreading
Property Management
Accounting
Payroll Accounting
Bookkeeping
Financial Accounting
Tax Preparation
Tax Accounting
CPA
Intuit QuickBooks
$70 hourly
Ivan O.
- 0.0/5
- (0 jobs)
As a Human Resources professional, I specialize in collaborating with senior leaders to develop and administer programs that align the workforce with the company's strategic objectives. With a strong background in enhancing HR processes amidst dynamic environments, I excel in implementing strategies and serving as an advisor, fostering relationships, coaching, and driving talent retention and development.

Management Consulting
HR System Management
Human Resources
Leadership Development
Leadership Coaching
Career Coaching
Continuing Professional Development
Coaching
Recruiting
HR & Business Services
$50 hourly
Caroline S.
- 0.0/5
- (0 jobs)
Experienced and passionate founder looking to support others. Previous experiences include investment banking, financial modeling, organization and strategic planning, and presentation creation. I am friendly, outgoing, and easy to get along with. I enjoy discussing ideas and working collaboratively, but very experienced in siloed project-based work. Very experienced making presentation.

Management Consulting
Executive Support
Operations Analytics
Business Operations
Operational Planning
Mergers & Acquisitions
Organizational Plan
Data Analysis Consultation
Startup Pitchbook
Startup Consulting
Analytical Presentation
Finance & Accounting
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