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Hire the best Management Consultants in Dallas, TX

Check out Management Consultants in Dallas, TX with the skills you need for your next job.
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  • $165 hourly
    • 5.0/5
    • (46 jobs)
    I am a full-time consultant, and a business operations expert with a proven track record. I'm in the top 3% of talent on Upwork with 100% job success and over $100k earned. Let's chat! Message me to set up a conversation and we can discuss what you are looking for. ➡ 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 Business operations management, executive leadership, management consulting, process design, high-profile project management, business transformation, business plan & strategy development, financial forecasting, security audit planning & management, budgets, policy and procedure writing. I have extensive experience working with C-suite executives to solve core business challenges and lead change management. Extensive work with start-ups and rapid growth organizations, as well as businesses driving significant change. ➡ 𝗗𝗼𝗺𝗮𝗶𝗻𝘀 Primarily service-based and SaaS companies, with additional process design/ redesign in other sectors. Examples: Law firms, digital agencies, marketing agencies, consulting firms, banking/ finance, healthcare, technology, automotive, higher education, retail, hospitality, events, and franchise organizations. ➡ 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗔𝘂𝗱𝗶𝘁𝘀 Preparing for and managing the internal evidence collection for cybersecurity audits and assessments. Expert level knowledge of HITRUST and SOC 2 frameworks, as well as HIPAA, GDPR, and state-level data privacy requirements. Familiar with StateRAMP and FedRAMP. Recommendations for a third-party audit firm can be provided as required; Blackwood Operations does not offer services as an auditor. ➡ 𝗟𝗼𝗻𝗴𝗲𝗿-𝘁𝗲𝗿𝗺 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀 Fractional roles such as VP Operations/ Director of Operations/ COO, management for tech solution sourcing and implementation, process design/ redesign along with documentation and training material/ portal. ➡ 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 Expert level user across Microsoft Office applications: Word, Excel, PowerPoint (PPT), Visio, Project (& Project Server), SharePoint, Aha, Smartsheet, TFS, Jira, et.al. Expert level user of SmartAdvocate (legal software) with ability to design and automate reports, create UDFs for Intake Wizard, design UDF pages and customer filled UDF pages. ➡ 𝗔𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝗳𝗼 Track record of success building and leading teams. Expert at documenting policies and procedures in ways that are easy to access and manage (I.e. SharePoint portals and team sites). ➡ 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗰𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 🔹Six Sigma Black Belt 🔹Governance, Risk & Compliance Professional (GRCP) 🔹Integrated Data Privacy Professional (IDPP)
    Featured Skill Management Consulting
    People Management
    Budget Management
    Change Management
    Business Change
    Business
    Process Documentation
    Process Improvement
    Process Design
    Operations Management Software
    Business Operations
    Executive Coaching
    Business Strategy
    Business Proposal Writing
    Project Management Professional
  • $175 hourly
    • 4.9/5
    • (64 jobs)
    Based in Dallas, TX. Eagle Scout and CFA charterholder. Find, grow & scale $1B+ businesses. I have been a strategic finance/investments/ops exec for 10Y+ at blue chip firms in VC/PE/investments where I sourced ideas/companies, helped build businesses/new products, led due diligence, and did transactions. I do pitches, models, valuations, GTM, M&A, and diligence since I typically do the same on each project in the past (100's of times). I worked for 2 billionaires & one of the top small cap investors in the US. Degrees: MBA from UNC, post-bac Wharton, BA University of Chicago. Why I'm different: "investor grade" & "owner-ready" I help investors & start-ups find, grow & scale $1B+ businesses (value, scale, & pitch them) I create world-class pitches/models/GTM/valuation for each project so I can help on yours I honed skills working with clients up to $500B+ & pitching 100's of times to tier 1 investors Former clients include: Goldman Sachs, T Rowe Price, CREF, Dodge & Cox, AB, and more Recent projects: Series C unicorn, $50-100M capital raises, $150M M&A, valuations $5B+ Former recommendations include: firm's that IPO'd (2021) Why you may love working with me (past clients loved I do 3 things): Meet tight deadlines, complex issues, and/or high impact Simplify the difficult, tell a great story and see what they miss Deliver turnkey, practical and/or audit-ready work timely & done well *ethics matter: paid introductions and guarantees are a regulatory issue (SEC & others) In the Words of My Clients: "Great work” & “impressive resume” – former Chief Accounting Officer of GE & GE Capital “Devon’s a wizard, he can do anything” – CFO of Series C unicorn fintech (revenue, M&A) “Wow, we didn’t think they’d be ready” – billionaire family PE office (national launch) "Hire Him" - Investment Committee Member of leading PE fund “Magic”…”this is kick***” – COO of $130M+ VC fund (valuation project) “Fantastic, thank you so much” – CEO SaaS ERP (M&A project; healthcare) “Great work” – former CIO of Wellcare (M&A project; potential deal partner) “Robust & very solid, really good work” – CEO/MD HC surgery center (fractional CFO) “Thank you so much” – Senior director of VC fund (C-suite transition, modeling training) “This is great” – CEO of healthcare tech (raising $5-10M) “This really helped” – CEO of incubator of $3.5B+ revenue firm (company launch) “Excellent” – CEO of seed fintech (pitch deck, business plan) "[we had] 0 audit questions" - 100+ assets of VC fund reviewed by auditors Capabilities: .....pitch decks, financial models, valuations, GTM/growth, advisory..... VC - early (pre-seed, seed, Series A, Series B) & late stage (Series C to F) - models/decks/GTM PE - growth equity & distressed/turnarounds (models, decks, pitches, term sheet, M&A) FP&A - scale businesses nationally, what if/feasibility/strategic decisions, & modeling for capital allocation, budgeting, forecasting, cash flow, go/no go recommendations M&A - CIM/CIP, leading deal diligence, PPA, earnings power analysis, modeling, memos Industries: Consumer - e-commerce/CPG/tier 1 suppliers Tech - SaaS/software/AI/ML/blockchain/big data Industrials - hardware technology, manufacturing HC - drugs/devices/diagnostics/therapeutics/precision medicine RE - commercial, residential, REIT (multi-family, healthcare, industrial, datacenter) Past Companies: ADP - Fortune 250 Vanguard - #2 global investment firm Wells Fargo - Fortune 100 Schlumberger - Fortune 500 IHSMarkit (now S&P) - Fortune 350 Additional projects: Capital raising / fundraising (plan, pitch decks, models, valuation, memos) Corporate Development (new markets/M&A, investments, diligence, ventures, JV) Growth (new markets, GTM, growth hacking, pricing, market research) Fractional CFO Valuations for startups (409A) Valuations for funds (820) Valuations for transactions Fairness opinions
    Featured Skill Management Consulting
    Business Planning & Strategy
    Due Diligence
    Corporate Strategy
    Private Equity
    Venture Capital Consulting
    Investment Strategy
    Research & Strategy
    Startup Consulting
    Financial Analysis
    Project Finance
    Financial Modeling
    Consumer Research
  • $150 hourly
    • 0.0/5
    • (0 jobs)
    🚀 I help mission-driven companies and professional services firms transform chaos into clarity through strategic roadmaps, operating model design, and measurable process improvement. ✅ WHAT I DO • Business transformation strategy (operating model design, process improvement) • PMO development and oversight (PMP-certified project leadership) • AI and automation opportunity mapping (with clear business case ROI) • Executive stakeholder engagement (C-level workshop facilitation and alignment) 📊 RESULTS I’VE DELIVERED • Increased initiative success rate from 45% to 73% across $12M portfolio • Generated $2.1M in operational savings via automation strategy • Designed and implemented global onboarding optimization saving 400+ hours annually 💡 Let’s connect if you're looking for a partner—not just a pair of hands—to help guide strategic initiatives, PMO setup, or AI transformation work.
    Featured Skill Management Consulting
    Business Consulting
    Project Management Office
    Project Delivery
    Program Management
    Human Resources Consulting
    Business Transformation
    Digital Transformation
    Cross Functional Team Leadership
    Process Improvement
    Market Research
    Financial Modeling
    Data Analysis
    Stakeholder Management
    Change Management
    Project Management
    Strategic Planning
    Business Strategy
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    Transformative Healthcare Leader Driving Safe, Quality Services for Patient Healing and Staff Retention Collaborative, innovative, and self-motivated healthcare operations thought leader with progressive executive leadership experience, leveraging client management and organizational skills in high-risk, fast-paced environments to translate ground-breaking research into practice, driving new ways to lead a shrinking healthcare workforce. A sought-after speaker and writer on nurse resilience and safety. Active in local and national nursing organizations. Differentiators include: Leadership: Attracts and retains talent by establishing a people-first culture of listening, authenticity, and value Strategy: Enables healthcare innovation and transformation by seizing opportunities and solving complex problems Operational Excellence: Drives efficiency, safety, and quality by applying lean-agile approaches to service delivery
    Featured Skill Management Consulting
    Thought Leadership Content
    Active Listening
    Business Presentation
    Executive Coaching
    Communication Skills
    Consumer Review
    Community Engagement
    Leadership Development
    Expert
    Nursing
    Healthcare
  • $175 hourly
    • 0.0/5
    • (0 jobs)
    I am a Chief Financial Officer in the technology sector and have worked in some very high growth environments. I have also been a founder of three companies that became multi million dollar enterprises. I specialize in helping small to medium size business manage rapid growth. Some of my accomplishments are listed below: • Grew revenues from startup to $60mm in 4 years. • Raised $14mm in series A/B equity financing. • Raised $5.4mm in SBA/PPP/ERC tax credits. • Generated $562k in R&D credits. • Saved customer $600k by assisting in redesign of product. • Grew lines of credit from $250k to $30mm in 3 years.
    Featured Skill Management Consulting
    Coaching
    Business Coaching
    Analytical Presentation
    Financial Planning
  • $95 hourly
    • 0.0/5
    • (0 jobs)
    🌟 STARTED A 7 FIGURE BUSINESS FROM SCRATCH WITH ZERO OUTSIDE CAPITAL 🌟 OFFERING LOWER RATES FOR A LIMITED TIME TO BUILD PROFILE Hi, my name is Joshua and I am a 3x founder, consultant, advisor, and fractional CRO. I created the first fully virtual solar EPC in the USA by building an in house call center solution at minimal cost. I built a vendor network of over 300 contractors (in the construction industry) from 0. I excel at helping organizations reduce COG's by improving operational efficiencies and gaining competitive advantages in their revenue operations. I rely heavily on data from market research to make prudent decisions that result in the highest ROI for your company. Details matter because often times the smallest distinctions are what provide your company the competitive edge over others. SERVICES I OFFER: ✅ Corporate Formation ❓How do I get started? How do I minimize liability and protect my assets? ✅ Systems Building ❓What software should I choose? How can I build a successful lead generation engine? What integrations can I utilize to make my life easier? ✅ GTM Strategy Development ❓What market should I operate in? Are there areas to avoid? Note: Just because you CAN operate somewhere does not mean you SHOULD. ✅ Continual Process Improvement ❓Lean Six Sigma Methodology, Automate, Automate, Automate...It's 2024; You can create 7 figure companies with 1 employee through automation. ✅ Growth Management ❓How do I scale in a STABLE way? What potential pitfalls do I need to be aware of when focusing on growth and how do I minimize risk? ✅ Bottleneck Barriers ❓Where is my business struggling and why? What stages in my process are the slowest, most expensive, or create the biggest drag on culture? ✅ Strategic Planning ❓What is the core value my business is producing and how do I build a strategy around this? What are my strengths, weaknesses, opportunities, and threats - SWOT? ✅ S&M Strategy ❓Should I build a lead engine in house, or should I outsource? What medium best reaches my target demographic? Should I use more than one channel? What do I need to do in order to remain compliant and how much will that cost? ✅ SOP Creation ❓How can I save time and money by creating SOP’s? Who performs what role? What is the goal of each person's role? How does the SOP reinforce and/or align with overall objectives? If you are looking for how to maximize sales, build a successful lead engine, create a sustainable business model, launch into a new market, lower your CPA, or start a new business, then I am your guy!
    Featured Skill Management Consulting
    Corporate Strategy
    Startup Company
    Management Development
    Lead Generation Analysis
    Lead Generation Strategy
    Lead Management Automation
    Strategic Planning
    Executive Support
    Executive Coaching
    Sales Coaching
    Startup Consulting
    Business Consulting
    Sales Consulting
    Business Coaching
  • $85 hourly
    • 0.0/5
    • (0 jobs)
    Dynamic Audit Executive with over a decade of progressive experience in internal auditing, compliance, and risk management within financial services. Expertise in retail deposits, payments operations, and regulatory adherence with a proven track record in aligning audit functions to organizational strategies. Certified Fraud Examiner (CFE) and seasoned leader in managing high-performing audit teams, leveraging data analytics for actionable insights, and engaging effectively with regulators and executive stakeholders. Demonstrated success in driving operational excellence, enhancing control environments, and delivering results in high-risk and highly regulated settings. Committed to fostering trust, integrity, and innovation in every aspect of audit leadership.
    Featured Skill Management Consulting
    Legal Consulting
    Legal Agreement
    Legal Motion
    Legal Research
    Analytical Presentation
    Continuing Professional Development
    Coaching
    Bookkeeping
    Accounting
  • $65 hourly
    • 0.0/5
    • (0 jobs)
    PROFILE SUMMARY Human-centered researcher and strategic consultant with 8 years leading UX research in enterprise and consumer products. Specializing in client advisory, executive stakeholder engagement, and research-driven business strategy. Adept at leveraging AI-driven insights, conducting high-impact research, and influencing cross-functional teams to shape product and business outcomes. Passionate about collaborating with clients to shape user experiences that align with business goals.
    Featured Skill Management Consulting
    Information Analysis
    Data Analysis
    Analytical Presentation
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    Robert Swayze, Jr. has over 35 years of management experience working with international law and accounting firms. Robert is a licensed Certified Public Accountant and Chartered Global Management Accountant. Robert pioneered the use of analytics to drive law firm profitability, strategic mapping and platform development designed to find and develop clients of choice while managing to maximized profits. Implemented legal project management designed to deliver profitability while meeting client demands. This approach connects the financial and marketing functions across the platform and has proven to be successful in managing new pricing models as well as delivering management benchmarks. Having worked over twenty law firm mergers, Robert has dealt successfully with firm capital issues, banking relationships and lease negotiations. He has served on Executive Boards, Strategic Planning Committees, Retirement Committees and Partner Compensation Committees.
    Featured Skill Management Consulting
    Financial Planning
    Analytical Presentation
    Accounting
  • $90 hourly
    • 0.0/5
    • (0 jobs)
    Fractional COO | Strategic Systems Builder for Burnout-Prone Businesses You didn’t start your business to drown in operations. But if you’re stretched thin, overwhelmed by growth, or simply trying to keep up with demand, you don’t have to do it alone. I work alongside founders and leadership teams to streamline operations, eliminate chaos, and build the systems that support sustainable growth. Whether you're adding new departments, juggling recurring projects, or trying to prevent burnout before it starts, I bring structure, strategy, and hands-on execution. 🧠 What I Bring to the Table: • Experience scaling multi-million-dollar businesses with new departments and improved project flow • Proven process optimization that aligns with how your team works best • Systems that are thoughtful, efficient, and tailored to your goals • Familiarity with tools like Airtable, Notion, Guru, Calendly, Xero, and more • A partnership-focused leadership style that helps you focus on your strengths while I help manage the rest Some clients need a strategic partner for a few months. Others want ongoing operational support. I’m flexible and always focused on what will move your business forward. If you're ready to regain your time, reduce overwhelm, and build a business that runs with clarity and confidence, let’s talk.
    Featured Skill Management Consulting
    Software Consultation
    Staff Recruitment & Management
    Knowledge Management
    Organizational Structure
    Team Management
    CRM Development
    Xero
    QuickBooks Online
    Business Coaching
    Recruiting
    HR & Business Services
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    SUMMARY Strategic and resourceful senior program and operational management leader with extensive expertise in business transformation, operational excellence, and enterprise wide change initiatives. Proven success in leading cross-functional teams through complex, high-impact programs aligned to executive priorities. Skilled in portfolio governance, stakeholder engagement, and technology integration to drive enterprise performance, cost reduction, and digital modernization. Adept at navigating ambiguity, managing strategic risk, and translating business vision into actionable plans that deliver measurable results. Passionate about building cultures of accountability, agility, and innovation to ensure sustained success and cross-functional alignment. Strategic & Operational Leadership Strategic Planning | Business Transformation | Change Management | Organizational Effectiveness Technology & Process Optimization
    Featured Skill Management Consulting
    Analytical Presentation
  • $85 hourly
    • 0.0/5
    • (0 jobs)
    Accomplished operations leader with over 21 years of experience driving efficiency, operational excellence, and strategic growth across multiple industries. Adept at managing large-scale projects, optimizing business processes, and leading high-performing teams to achieve business objectives. Proven ability to implement process improvements, enhance workforce productivity, and leverage data-driven insights to guide decision-making. Equipped with the expertise and leadership necessary to excel in a director-level role, ensuring operational alignment with business goals and sustained financial performance.
    Featured Skill Management Consulting
    Data Management
    Change Management
    Workforce Management
    Business Analysis
    SaaS
    Process Development
    Operational Planning
    Project Management
  • $150 hourly
    • 0.0/5
    • (0 jobs)
    Seasoned financial professional with wide-ranging contributions in advancing the world of business by financially managing all aspects of Accounting and Finance. Have the abilities to cut through complicated financial terminology, complex business models and ambiguous legal language to ensure that individuals understand exactly what is at stake and how it applies to them.
    Featured Skill Management Consulting
    Process Improvement
    Process Documentation
    Implementation Plan
    Enterprise Resource Planning
    Strategic Audit
    Budget Planning
    Budget
    Financial Audit
    Financial Analysis
    Analytical Presentation
    Accounting
  • $150 hourly
    • 0.0/5
    • (0 jobs)
    Transformational Leader | Strategic Innovator | Organizational Change Expert As a seasoned executive and consultant with a track record of driving growth and innovation, I have consistently delivered results by transforming organizations and unlocking their full potential. My approach is rooted in deep analytics and insights, strategic thinking, disruptive idea generation, cross-functional collaboration, and a relentless focus on cultivating high-performing teams. Key Strengths: 1. Visionary Leadership: I excel at crafting compelling strategic visions that align teams and drive organizational success. By leveraging deep customer and industry insights and market trends, I chart clear paths forward in complex business environments. 2. Innovation Catalyst: Throughout my career, I’ve spearheaded numerous groundbreaking initiatives, line extensions, LTOs, and product improvements resulting in over $150MM in incremental revenue. I have a passion for identifying white space opportunities and translating them into tangible business outcomes. I am working at the forefront of AI integration to improve efficiencies, breakdown silos of separate, but interrelated data, and position companies more competitively to accelerate ROI and EBITA. 3. Organizational Transformation: I’ve successfully led multiple large-scale change management initiatives, including restructuring operations to achieve up to 4-fold increases in profitability as well as led multiple global teams to deliver a major data transformation. My ability to navigate complex organizational dynamics ensures smooth transitions and creates sustainable growth. 4. Team Development: I’m passionate about building and nurturing high-performing teams. By fostering a culture of curiosity, collaboration, and continuous improvement. I empower individuals to reach their full potential and drive collective success. 5. Strategic Problem Solving: My analytical approach, coupled with a broad range of cross-industry experience, allows me to tackle complex challenges with innovative solutions that deliver measurable results. I am a champion for using Decision Intelligence (DI) and Causal AI to enhance decision-making, risk management, and competitiveness.
    Featured Skill Management Consulting
    Change Management
    Business Modeling
    Brand Development
    Project Portfolio Management
    Project Management
    Brand Strategy
    Career Coaching
    Commercialization
    Customer Insight Analysis
    Consumer Research
    Consumer Goods
    New Product Innovation
    Innovation Strategy
    Business Coaching
  • $150 hourly
    • 0.0/5
    • (0 jobs)
    As a seasoned digital transformation and strategy consultant, I help organizations—especially in banking, fintech, and emerging tech—navigate complex change and unlock growth. With over 15 years of experience spanning AI implementation, fintech advisory, data strategy, and IT modernization, I partner with executives to drive high-impact outcomes across customer experience, operations, and innovation agendas. 🔹 What I Offer • End-to-end digital strategy and execution roadmaps • Fintech product and platform evaluation (e.g., core banking, wealth-tech, payments, regtech) • AI/ML use case development and implementation oversight • Vendor assessments, RFP guidance, and sourcing strategy • Market research, GTM strategy, and competitive intelligence • Business process optimization and KPI frameworks 🔹 My Strengths • Expertise across FinTech, AIOps, ML, deep learning, and data analytics • Track record of leading consulting engagements with Fortune 500s and VC-backed tech firms • Proven ability to bridge strategy with execution across matrixed, global teams • A collaborative, insights-driven approach grounded in trust and delivery Let’s connect if you’re looking for a sharp, experienced partner to guide key initiatives from idea to impact.
    Featured Skill Management Consulting
    Digital Strategy
    Digital Transformation
    Financial Software
    Financial Consulting
    Business Strategy
    Product Strategy
    Process Improvement
    IT Consultation
    Technology Management Solutions SIMS
    Business Consulting
    Finance
    AI Consulting
    FinTech Consulting
    Artificial Intelligence
  • $56 hourly
    • 0.0/5
    • (0 jobs)
    Equipped with an MBA from the University of Oklahoma, my education and hands-on experience synergize to deliver impactful financial insights and drive business success. Adept at problem-solving and presenting complex data, I pride myself on my analytical skills which are vital in my role. My dedication to fostering diversity, equity, and inclusion, as evidenced by a recent certification, aligns with my core values and my pursuit of creating an inclusive corporate finance environment.
    Featured Skill Management Consulting
    Analytical Presentation
    Financial Planning
    Light Bookkeeping
    Bookkeeping
    Accounting Basics
    Accounting
  • $150 hourly
    • 0.0/5
    • (0 jobs)
    I'm a seasoned operator and former Executive Director who grew a specialty coffee brand from 2 to 15 locations across Dallas-Fort Worth. I’ve built and scaled systems in fast-paced food and beverage environments, from day-to-day operations and team development to real estate strategy, supply chain, and digital ordering. Today, I work with growing QSRs, coffee shops, ghost kitchens, and catering companies as a fractional COO and strategic consultant. I help owners make better decisions, implement scalable systems, and unlock new revenue. What I bring to the table: - Multi-unit operations leadership - Store openings and real estate strategy - Hiring, onboarding, and training systems - Menu development and COGS optimization - Wholesale and e-commerce launch - POS, tech stack, and digital ordering implementation If you're a founder looking to grow without losing control of your business, I can help you move faster, work smarter, and get better results with less chaos.
    Featured Skill Management Consulting
    Menu
    Recipe Development
    Management Skills
    Human Resource Management
    Menu Design
    Supply Chain Optimization
    Brand Positioning
    Growth Strategy
    KPI Metric Development
    Process Improvement
    Business Operations
    Leadership Development
    Food & Beverage
    Pricing Strategy Consulting
    Business Plan
    Business Analysis
  • $30 hourly
    • 0.0/5
    • (0 jobs)
    Hi, I've passed the CPA exam and have worked in accounting / finance roles. I began my career as an auditor at Big 4 CPA firm, KPMG, where I worked for 4 years and led staff engagement teams on large companies such as Yellow Freight and Hallmark Cards. I have worked for multiple start ups and helped prepare them for an exit, going through the due diligence process from both the buyer and seller's perspective. I am a one stop shop for any accounting and finance needs. My skills include: - financial modeling / valuation - bookkeeping -quickbooks online and desktop - managerial accounting reports to help facilitate sound decision making
    Featured Skill Management Consulting
    Financial Modeling
    Microsoft Excel
    Finance
    Finance & Accounting
    Valuation
    Bookkeeping
    Accounting
  • $80 hourly
    • 0.0/5
    • (0 jobs)
    I'm a Strategy & Operations Consultant with 6+ years of experience driving business growth, operational efficiency, and AI-powered process improvement across financial services, insurance, and private equity. I’ve advised senior leaders at firms like Goldman Sachs and supported investment strategy at Real Value Capital, with a proven track record in streamlining operations, optimizing workforce planning, and enhancing decision-making with data and automation. Whether you're a small business looking to scale, a founder needing a process overhaul, or a team seeking smarter workflows, I bring a blend of strategic insight, execution discipline, and technical fluency with tools like ChatGPT, Airtable, Notion, and Zapier. 🔹 What I Offer: -Business process optimization & automation (CRM, workflows, reporting) -AI strategy consulting (use cases, implementation, training) -Financial modeling & strategic planning -Operational audits and value-creation planning -Presentation & pitch deck development -Full project management from start to finish Let’s work together to identify what’s slowing your business down — and build systems that scale.
    Featured Skill Management Consulting
    Strategy
    Process Improvement
    Business Operations
    Continuing Professional Development
    Logo Design
    Project Management
    Business Coaching
    Recruiting
    Analytical Presentation
    Coaching
    Career Coaching
    HR & Business Services
  • $85 hourly
    • 0.0/5
    • (0 jobs)
    Skilled professional with exemplary skills in Finance, Strategy, and Data Analytics. As a determined leader and former professional athlete, I play a pivotal role in guiding businesses toward growth and success through insightful innovation and data-driven strategies. Experienced in optimizing robust processes, cultivating profitable partnerships, and leveraging technology to boost financial performance. Skilled at articulating complex concepts clearly and effectively for maximum comprehension. Excited to apply my unique background and analytical prowess to drive success across industries.
    Featured Skill Management Consulting
    Analytics Dashboard
    Process Optimization
    Mergers & Acquisitions
    Strategic Planning
    Data Analytics
    Accounting
    Bookkeeping
  • $36 hourly
    • 0.0/5
    • (0 jobs)
    I am a operations manager, with 18 years of experience leading employees in development and operational excellence. Her passion is in being a servant leader.
    Featured Skill Management Consulting
    HR & Business Services
    Business Coaching
    Continuing Professional Development
    Career Coaching
    Coaching
    Recruiting
  • $200 hourly
    • 0.0/5
    • (0 jobs)
    Hi, I’m Kelleen Lichliter — Founder of Choose to Lead, Leadership Coach, and Culture Builder. I partner with new and emerging leaders to grow the confidence, clarity, and skills they need to lead with purpose — and actually enjoy the journey. With a coaching-first approach (and a strong espresso in hand), I help leaders turn feedback into fuel, communication into connection, and uncertainty into opportunity. Whether through 1:1 coaching, leadership programs, or practical tools, I support individuals and organizations ready to build strong teams and inclusive cultures that thrive. I believe leadership isn’t one-size-fits-all. Great leaders aren’t born — they’re developed. My goal is to make that growth intentional, actionable, and human. Let’s connect if you're ready to elevate your leadership, empower your team, or explore how Choose to Lead can support your goals.
    Featured Skill Management Consulting
    HR & Business Services
    Continuing Professional Development
    Coaching
    Career Coaching
    Business Coaching
  • $35 hourly
    • 0.0/5
    • (0 jobs)
    I’m Ganesh Udayashankar, a General Director at FinAcct Technologies Inc (FinAcct Solutions) with over 20 years of experience helping business owners move from reactive bookkeeping to proactive financial control. We are a 100+ accounting firm and serve various industries, Restaurants, Property Management, Insurance agencies, CPA firms and much more. We don’t just close your books — We help you understand them, identify leaks, uncover trends, and make confident decisions based on real numbers. Through a blend of strategic finance and hands-on execution, I bring: ✅ Clear monthly financials and real-time reporting ✅ Clean books that are audit- and investor-ready ✅ Cash flow visibility and cost control ✅ Streamlined back-office operations without the overhead ✅ Access to a trained team of virtual accountants and support staff From startups to scaling businesses, I’ve helped leaders gain financial clarity, reduce internal workload, and improve profitability — all without the cost of a full in-house team. If you’re serious about leveling up your finance function, let’s connect and we can be your long-term partner
    Featured Skill Management Consulting
    Accounting Advisory
    Audition Preparation
    Financial Accounting
    Financial Consulting
    KPI Metric Development
    Bank Reconciliation
    Analytical Presentation
    Financial Planning
    Bookkeeping
    Accounting
  • $80 hourly
    • 0.0/5
    • (0 jobs)
    Professional Focus & Passions AI & Automation Enthusiast: Deeply driven by cutting-edge AI and automation technologies, with a proven track record of building and deploying AI-powered solutions to streamline workflows. Full-Stack B2B & B2C Marketer: Equipped to manage the entire marketing funnel—from strategic planning to campaign execution—for both business and consumer audiences. Ecommerce Specialist: Hands-on experience running an online brand, providing insight into both the technical and operational elements of eCommerce. Core Skills & Highlights Paid Media & Performance Marketing Launch, test, and optimize paid campaigns across Meta, Google, LinkedIn, and more. Experience managing budgets, analyzing ROI, and iterating based on real performance data. B2B & B2C Outreach Collaborate with sales teams to support institutional outreach, messaging, and lead generation. Craft marketing strategies that resonate with distinct customer segments, from enterprise decision-makers to everyday consumers. Messaging & Positioning Develop and refine brand voice, ensuring consistency across all customer touchpoints. Create compelling content that elevates brand presence and drives engagement. Strategic & Hands-On Execution Comfortable running Facebook ad tests, analyzing metrics, and presenting high-level insights to stakeholders. Manage vendor relationships, negotiate contracts, and maintain marketing budgets. AI Agent Development Architect and deploy AI-driven systems to solve complex problems and automate processes. Integrate AI solutions seamlessly into marketing, eCommerce, and business operations. Ecommerce & Operational Insight Deep technical knowledge of storefront optimization, product management, and fulfillment. Blend data-driven decision-making with real-world retail experience to grow revenue and optimize cost-efficiency. Why Work With Me Innovative & Data-Driven: I bring a fusion of AI expertise and marketing acumen to deliver measurable results and continuous improvement. End-to-End Ownership: Capable of running the entire B2B and B2C marketing stack—from content creation and campaign execution to performance analysis and optimization. Collaborative Partner: I value transparent communication, making sure goals are aligned and outcomes are clearly defined at every stage. If you’re seeking a professional who seamlessly merges AI innovation, eCommerce know-how, and full-stack marketing expertise, let’s connect and drive your growth to new heights!
    Featured Skill Management Consulting
    Analytical Presentation
  • $30 hourly
    • 0.0/5
    • (0 jobs)
    Strategic Senior Financial Analyst with 15+ years of experience driving financial accuracy, performance, and visibility across diverse industries. Proven ability to manage month-end close, general ledger reconciliations, and board-level financial reporting across multiple clients. Advanced user of QuickBooks, NetSuite, and Excel. Trusted advisor to stakeholders and executive leadership with a consulting mindset, consistently improving reporting accuracy and forecasting efficiency by 10–20%. Deep knowledge of GAAP, with a consistent record of delivering clean audits and high-trust financial partnerships. Career Highlights: ★ Promoted to FP&A Specialist at Deloitte, to lead financial oversight for multiple commercial client accounts, enhancing profitability through strategic reporting, client collaboration, and data-driven analysis. ★ Reduced required work hours after implementing advanced forecasting models that improved predictive accuracy by 15%, enabling better resource allocation and strategic planning. ★ Realized continuous improvement throughout accounting operations, including billing, subcontractor, A/R, A/P, T&E cost analysis, and revenue recognition. ★ Enhanced the accuracy of financial forecasts by 10%, supporting better strategic decision-making and resource allocation.
    Featured Skill Management Consulting
    Training & Development
    Business Strategy
    Financial Modeling
    Financial Planning
  • $28 hourly
    • 0.0/5
    • (0 jobs)
    PROFESSIONAL SUMMARY Results-driven Human Resources Professional with 7+ years of progressive leadership experience driving organizational transformation, talent optimization, and operational excellence. Demonstrated expertise in full-cycle HR operations management, strategic workforce planning, and talent acquisition initiatives. Proven track record of reducing turnover by 30%, managing payroll operations, and leading cross-functional teams of 50+ employees across geographically dispersed locations. Expertise in talent management, retention , compliance management, and developing scalable HR frameworks that support business growth objectives.
    Featured Skill Management Consulting
    Business Development
    Customer Retention
    Elearning
    Marketing
    Human Resource Management
    Payroll Reconciliation
    Employee Training
    Employee Relations
    Employee Engagement
    HR & Recruiting Software
    HR & Business Services
    Recruiting
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