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  • $50 hourly

    • 4.9/5
    • (3 jobs)
    Hi! I’m Danielle, and I help businesses scale smarter, market stronger, and operate more efficiently. I don’t do fluff - I build real strategies that drive real results. With a background spanning marketing, business strategy, operations, real estate, finance, and high-ticket services, I know what it takes to turn ambitious ideas into revenue-generating realities. Whether you’re launching a startup, revamping your brand, or optimizing internal processes, I bring the structure, creativity, and execution to get things done. How I Help Businesses Win: • Marketing & Growth Strategy – Forget generic campaigns. I create high-impact, data-driven marketing plans that grow audiences, generate leads, and convert. • Business Operations & Scaling – Streamlining workflows, improving efficiency, and building systems that make businesses run smoother and scale smarter. • Brand Positioning & Messaging – Creating brands that don’t just exist - they stand out. I craft messaging that resonates and builds trust. • Go-to-Market Strategy – Whether you’re launching a business, a product, or a service, I’ll map out the right strategy to hit the ground running. • Client Retention & Revenue Growth – Attracting customers is one thing - keeping them is another. I develop strategies to improve retention and maximize lifetime value. Why Work With Me? I don’t just build plans - I make sure they actually work. With experience as a former CMO, real estate investor, and business consultant, I’ve worked with companies across healthcare, finance, real estate, and high-growth startups to help them scale, optimize, and dominate their markets. What sets me apart? I know how to blend creative problem-solving with execution - so your business isn’t just running, it’s growing, thriving, and outpacing the competition. If you’re ready to take your business to the next level, let’s talk. I’ll help you focus on what you do best - while making sure your business is built to succeed.
    Featured Skill Revenue Management
    Salesforce CRM
    Salesforce Sales Cloud
    Salesforce Lightning
    WordPress
    Search Engine Optimization
    Financial Analysis
    Market Research
    Brand Development
    Local SEO
    Email Marketing
    Digital Marketing
    Business Strategy
    Campaign Management
    Corporate Brand Identity
    Social Media Management
    Brand Management
    Brand Consulting
  • $125 hourly

    • 4.9/5
    • (64 jobs)
    Introduction: - I am a licensed CPA and CMA in California with 12 years of professional experience. Throughout my professional career, I have developed extensive accounting skills from working as a corporate controller at public companies and startups, and a tax preparer at a CPA firm. These skills and experience allow me to offer reliable accounting/tax services, and business consulting and analysis services to many clients. I am dedicated to providing quality, value, and service to meet my customer’s needs. I look forward to working with you, and helping your business run and grow. Here are the service I provide: Accounting and Tax: -Preparation of Financial Statement -Financial Modelling/Forecasting/Budgeting -Bank/Credit card Reconciliations -Journal Entry -Account Reconciliation -Accounts payables and Accounts Receivables -Personal and Small business tax preparation -Cash Management Analysis -Planning and Forecasting -Sales and used tax -Small company Property tax -Manage and reconcile prepaid and amortization -Experience in fixed assets and depreciation -Capital lease and operating lease accounting Software Skills: - Quickbook - Excel - Oracle R12 - Netsuites - Xero - Freshbooks California Accountancy License Number: 134770
    Featured Skill Revenue Management
    Asset Management
    Financial Management
    CPA
    Financial Statement
    Property Tax
    Cash Flow Modeling
    Cost Control
    Bank Reconciliation
    Tax Preparation
  • $250 hourly

    • 4.8/5
    • (22 jobs)
    Revenue Operations Leader, with a technical edge, who is passionate about TRANSFORMING organizations to meet the CHALLENGES of today's rapidly changing business climate. I enjoy turnaround opportunities especially ones that deal with driving massive efficiencies into a failing business to help it exceed its goals. SUMMARY OF QUALIFICATIONS 25 years of highly competitive sales/sales operations in Southwestern and Northeastern US 19 years of sales management experience with specialization in building enterprise sales teams 10 years of startup experience with 3 technology providers (1 was sold) 10 years of turnaround experience specializing in workforce planning, territory design and readiness 8 years of management consulting experience (focused on transitioning companies through business models) 7 years of application development experience (VBA, PowerApps) 7 years of sales operations experience with 416M+ quota & 96+ FTE 6 years of Partner Cloud Enablement / Organizational Cloud Readiness / Cloud Solutions Design Specialties: Sales Development Rep team creation, New Business Development, Enterprise Solutions Design and Development, Strategic Planning, Turnaround Strategies, Inspirational Leadership, Cloud Solutions Design, Partner Cloud Enablement, Organizational Cloud Readiness Strategy, Operational Excellence, Business Process Re-engineering, Consultative Selling, System Level Thinking, Entrepreneurship, Enterprise Project Management, Enterprise Work Management and Business Intelligence Technical specialties: Visio, Lucid Charts, Google Apps, SFDC, Hubspot, Microsoft Dynamics, Zoominfo, LeadIQ, Visual Basic, PAL, Powerpoint.
    Featured Skill Revenue Management
    Executive Coaching
    Startup Consulting
    Lean Startup
    Sales Leadership
    Sales Strategy
    Sales Operations
    Sales Development
    Sales Optimization
    Team Building
  • $250 hourly

    • 4.9/5
    • (75 jobs)
    I help short-term rental owners and operators increase profitability through data-driven marketing strategies, guest targeting, and advanced revenue management. With over a decade of experience in hospitality, banking, and STR consulting, I deliver tailored solutions that drive measurable results. 🎯 Core Expertise ⭐ Revenue Optimization – Proven success in maximizing occupancy and ADR through dynamic pricing, revenue management systems, and market analysis. ⭐ Marketing & Listing Performance – Optimized 300+ listings and crafted 50+ marketing plans that improve visibility, ranking, and conversion across Airbnb, VRBO, Booking.com, and direct channels. ⭐ Ideal Guest Profiling – Expert in identifying and targeting high-value guest segments to increase retention and profitability. ⭐ Strategic Consulting – Certified in Hotel Real Estate Investment & Asset Management (Cornell University), providing guidance on scalable operations, brand positioning, and long-term asset growth. 🏆 Notable Achievements ✔ Scaled a chain of award-winning hostels using automation and innovative marketing. ✔ Led successful STR projects across the U.S. and Europe with significant revenue lifts. ✔ Developed a replicable growth framework STR owners use to systematize operations and scale efficiently. 🎓 Background & Credentials • Hotel Real Estate Investment & Asset Management – Cornell University • 10 years in banking, managing hospitality clients and complex portfolios • Built an award-winning hospitality business. If you're ready to grow your short-term rental business with strategic clarity and expert support, let’s talk. Message me to get started.
    Featured Skill Revenue Management
    Pay Per Click Advertising
    Google Analytics
    Hospitality
    On-Page SEO
    Financial Analysis
    SEO Keyword Research
    Retargeting
    Travel & Hospitality
    Social Media Marketing
    Sales & Marketing
    Search Engine Optimization
  • $100 hourly

    • 5.0/5
    • (8 jobs)
    I have 25 years of medical practice in pediatrics and pediatric emergency medicine. I was Senior Medical Officer for a national practice that specialized in developing pediatric emergency and critical care services for hospital clients. I recently completed my Masters of Business Administration and will use my deep professional experience and knowledge of medical practice, workplace culture development, and operational management competency to help you manage and solve your practice problems and maximize your revenue while improving patient and staff satisfaction with your services. Additionally, I am an excellent writer and editor and can help develop content for a variety of purposes.
    Featured Skill Revenue Management
    Management Skills
    Business Analysis
  • $100 hourly

    • 5.0/5
    • (9 jobs)
    Experienced International Executive | VP Operations / Business Development | Hospitality Expert | Tech Startups | International Revenue Growth, Expansion, Multi-Unit Management & Consulting | Hotels, Lodging, Restaurants, Short-Term Rental An experienced international business executive with over 20 years successful multi-unit operations management and B2B business development in Hospitality and Tech-Startups in the US, UK and European markets. From executive regional management, national franchise development, new vertical growth and new business startup and openings experience; I have a solid, proven track record in leading and growing successful businesses and building sustainable legacies before embarking on my next challenge. I have a real passion for finding, developing, retaining and progressing talent and have built a strong international network of professionals that can trust and rely on me. A blue-sky thinker who influences innovation, creativity and new, more effective ways of working whilst challenging the status quo to evolve businesses for the better.
    Featured Skill Revenue Management
    Startup Consulting
    Coaching
    Sales Strategy
    Legal Consulting
    Restaurant & Bar Design
    Management Development
    Corporate Finance
    Hotel Design
    Brand Consulting
    Team Management
    Growth Strategy
    Hospitality & Tourism
    Management Consulting
    Business Operations
  • $98 hourly

    • 5.0/5
    • (115 jobs)
    Ask me for a free call to talk about b2b sales! 📞 "Andrew's expertise and dedication played a pivotal role in transforming our sales processes and driving remarkable growth for our company" 💸 Expert Sales Consultant, 17 Years 💰 | Mastership in Revenue Architecture ®️ 👷‍♂️ | Certified Professional B2B Sales Leader ®️ 📈 | If you hate sales and it makes you feel anxious + grossed out, I will show you how to make it fun and successful! I work with startups and small businesses of all types who want to increase revenue by selling b2b or dtc. Want a part-time fractional sales manager for your team? I do that too! I create expert-vetted sales and go to market plans that make owning a business so much more fun. If a part of your sales operation is broken, I'll help you fix it. If you need a new plan, I'll help you build it from scratch. Some businesses hire me as their sales manager and I develop a strategy while also holding their salespeople accountable. This is my 17th year in sales, it is what I've done for my entire career. PS - I'm not counting my early experience selling things as a teen, either! :) *I helped Slice (they are like Grubhub, but their app only does pizza) execute a national go-to-market strategy serving 17,000+ pizzerias. *I led field sales operations for 4 companies (yes, this is cold calling 🥶 and door knocking!), and I have been hired as a fractional sales leader for countless others. *I generated $5million+ 💰 in pipeline for a "building tech" enterprise SaaS startup in about 4 months, and closed multiple 5 and 6 figure contracts for a national non-profit that I hunted for on my own. What is my sales philosophy? I make humor and creativity a priority. I firmly believe that you can't "convince or push" someone to buy something. I use specific tactics that help prospects take more calculated action and share deeper details/feelings with me. I am usually hired for the following projects, for practically any small business you can think of, but please feel free to reach out for a free call if you don't see something listed here that you want: 1. Sales Scripts, Training, & Marketing Materials • Create persuasive sales scripts, cold call templates, drip campaigns, and training manuals for sales teams or founders. • Develop B2B & small business sales playbooks and customized sales training programs tailored to your industry. 2. Remote Sales Management & Team Coaching • Lead and manage remote sales teams, providing coaching to hit sales quotas and improve performance. • Advise on CRM tools, sales tech stacks, and workflow systems to streamline ops. 3. Lead Generation Systems & Online Marketing • Build and optimize lead generation pipelines to attract, qualify, and nurture leads through SEO, social media, and email campaigns. • Craft SEO-optimized sales copy, email sequences, pitch decks, and proposals to drive engagement. 4. Sales Team Setup & Management • Recruit, hire, and structure high-performing sales teams, whether for cold calling, inbound support, or account management. • Provide ongoing sales team coaching, performance management, and workflow optimization for B2B and SaaS sales. 5. Sales Process Audits (what's working, what isn't & how to fix it!) • Analyze and refine your sales funnels, pipelines, and marketing workflows to improve lead nurturing, conversion rates, and revenue growth. • Perform in-depth intake call reviews, lead follow-up strategies, and client onboarding optimization. It's all about results!: - Get more leads - Close deals - Improve sales cycle times - Train your team on how to cold call and write better cold emails - Get your first customer - "The Works"... get everything you need (tech and more) to set up a sales process for the first time. ... and so much more... honestly, sales and marketing goes as deep as you want to go, but I'm here to help you with all of it. Let's get you to stop hating sales, book a call with me today! A real review from a leading Amazon marketing agency: "I'm scaling my marketing agency, and the first step was to grow my sales team from just myself to a real actual team. I wanted an entire sales system, with scripts, metrics and KPIs for my new team to follow as well as a process so that selling for my company becomes professional and streamlined. Andrew helped me take this idea from zero to hero - I've grown my sales team with his sales and marketing expertise that has helped me bring on my first sales account executive, and have him executing on deals within 30 days. I also have my first BDR, which he helped me outline how to hire, help me with outbound calls as well. If you're looking to grow your sales team like I did, then I highly recommend you give yourself the opportunity to work with his team. They are experienced, easy to work with, and 100% punctual. Andrew then gives you his custom approach, so that your unique business positioning gets examined and built to grow."
    Featured Skill Revenue Management
    Sales Management
    Business Planning & Strategy
    SaaS
    Sales Copy
    Business Development
    Sales Leadership
    Sales Consulting
    Sales Presentation
    Business Coaching
    Sales Development
    Sales Strategy
    Lead Generation
    Sales
    Sales & Marketing
  • $50 hourly

    • 5.0/5
    • (23 jobs)
    12+ years experience in the field of accountancy, bookkeeping, tax and finance as an affiliate chartered accountant and ACCA. IRS-authorized Tax Preparation & E filing. Expert in US tax Preparation & Planning 🎯 1040, 1040NR, 1120, the 1120S, 1065, 5472, 5471, 990EZ for new 501c3, 1122, FBAR, etc as well as Payroll Tax / HR- Form 941/ 944, W2 preparation. As a Certified Accountant with over 12 years of global experience with PwC and Financial Controller, Finance Manager in different organizations, I offer a wide range of financial services (including QuickBooks, Xero, Oracle, SAP Business One and Microsoft Dynamics & Finance &Operations bookkeeping). I have served in various roles such as financial controller, virtual CFO, financial advisor, finance manager, bookkeeper(QuickBooks, Xero bookkeeping), US tax expert, and accountant for entities worldwide, including those in the US, Asia, and Europe. I provide comprehensive financial and accounting services that include bookkeeping, compliance with US GAAP and US taxation, adherence to IFRS, financial reporting (QuickBooks, Xero bookkeeping), risk management, and external auditing. I excel across various industries, particularly in E-commerce, and hold certifications in QuickBooks Online, Microsoft Dynamics 365, and Xero, among others. As a seasoned specialist in US Tax Preparation & Planning, I am proficient in preparing and filing various forms including 1040, 1040NR, 1120, 1120S, 1065, 5472, 5471, 990EZ, and FBAR. I offer my services to a diverse range of businesses, ensuring meticulous and compliant filing of Income, Sales, and Payroll taxes . My specialization also involves setting up books, creating charts of accounts, managing payroll, and performing client trust accounting, bank reconciliations, and tax planning ( in QuickBooks, XERO, Wave, ZohoBooks, MYOB, Microsoft Dynamics Business Central, Oracle and SAP B1 ( Business One) Cashflow, FreshBooks, Microsoft Dynamics AX 2012.). I also offer expertise in accounts receivable, accounts payable, financial statement preparation, and software assistance (QuickBooks, Xero bookkeeping) as well as Accounting Standards Evaluation – US GAAP & IFRS, Financial Modeling Forecasting Budgeting. The services I provide encompass monthly bookkeeping ( including QuickBooks, and Xero bookkeeping) for organizations of all sizes, financial statement preparation, financial modeling, and reconciliation of bank and account records. Additionally, I design Standard Operating Procedures (SOPs), perform business process reengineering, and handle various data visualization tasks. As a financial advisor and virtual CFO, I provide strategic financial analysis, forecasting, and leadership, tailored to meet the needs of your business. My portfolio spans multiple industries including E-commerce, Textile Composite, Electricity Production, FMCG, Sugar Industry, Education Services, Automation and Control Equipment, Telecommunication, and Banking and Capital Markets. I am committed to delivering top-tier financial and accounting solutions ( including QuickBooks, and Xero bookkeeping)and am readily available to answer any queries you might have, to enhance your financial understanding and decision-making as well as provide my clients with performance that is unbeatable and 100% availability during business hours. Certified QuickBooks ProAdvisor Accountant! Expert in Intuit QuickBooks and Intuit payroll services Let's schedule a quick meeting to discuss your problems and find effective solutions.
    Featured Skill Revenue Management
    Business Valuation
    Account Reconciliation
    Bank Reconciliation
    Revenue Cycle Management
    Accounts Payable
    QuickBooks Online
    Financial Statement
    Financial Audit
    Financial Model
    Tax Preparation
    Business Modeling
    Bookkeeping
    Accounting Basics
    Management Accounting
  • $50 hourly

    • 5.0/5
    • (3 jobs)
    PROFESSIONAL SUMMARY I'm a number cruncher by heart, and accounting/bookkeeping for small business is my passion. I want to see your company grow, and outsourcing your books can help you do that. My goal is to help you succeed by painting a picture of your current financial position along with what it could look like in the future. A little more about me: - Dedicated accounting professional with a background in monthly, quarterly, and annual reporting. Knowledgeable in forecasting, budgeting, bookkeeping, and general ledger processing. Offering a successful career history comprising more than 25 years. - QuickBooks Advanced Pro Advisor / Intuit Certified Bookkeeper and QuickBooks Online Certified User. . I'm looking forward to helping you fill your accounting and bookkeeping needs!
    Featured Skill Revenue Management
    General Ledger
    Data Analysis
    Budget
    Project Accounting
    Intuit TurboTax
    Financial Statement
    Accounting
    QuickBooks Online
    Tax Return
    Microsoft Excel
    Bookkeeping
    Intuit QuickBooks
  • $150 hourly

    • 4.9/5
    • (119 jobs)
    What is ad operations? Ad ops (short for ad operations) refers to the setup, input, targeting, serving, reporting, optimization and monetization of digital marketing efforts for advertisers and publishers. This includes the infrastructure architecture, governance and maintenance of the ad tech platforms used throughout the online media buying lifecycle. Prior to going out on my own in 2015, I worked both on the publisher end (AKA sell-side) and the advertiser end (AKA buy-side) of the digital media buying lifecycle. This gave me a unique perspective and part of what makes me an ad ops expert. Since 2015, some of the largest, well-known publishers and agencies have employed my expertise. Aside from being top-rated with a 100% job success score, I have earned almost $500k through Upwork. Feel free to review my work history and feedback. If you are reading this, there’s a good chance you need an ad operations consultant and found me. That’s great! Here’s what I can offer: Agencies DFA/DCM/Campaign Manager 360 (CM360) – Agencies like VMLY&R, Ptarmigan, Forward PMX, Plush Digital, PN Media, Apollo, Callahan (and many more) have white-labeled my services to supplement and/or manage their ad operations/trafficking. Why would an agency outsource this service rather than hire in-house? The answer to this is multi-faceted: • Less expensive than a full-time employee. • Training is limited to internal processes. • Expert services guarantee high-quality output. • No turnover. • Fast turnaround time. • Not subject to hiring freezes. • Responsive and responsible. As the buy-side of my managed-services has evolved, I realized that many agencies face the same issue – the revolving door of ad operations. I can quickly learn how the internal media buying team works and become part of the high-functioning team. I am aware of the time crunches that the buy-side ad operations often faces. I can pivot and fulfill last minute requests to ensure campaigns can launch in a timely manner. I’ve been setting up tags in DFA/DCM/CM360 for 10 years. I know all the shortcuts. Google Tag Manager – I have 10 years of tag implementation through GTM. I can help with FB pixels, CM360 Floodlight activities as well as GA4 events. Advertisers I have had the great opportunity of working with the Gary Sinise Foundation for the last seven years managing their AdGrants, AdWords (now Google Ads) and Bing search engine marketing (SEM) efforts. If you need help with SEM, I’m happy to provide a free consultation to discuss your project. Please send me a message. I have also used the following media buying platforms for prospecting and retargeting efforts – MediaMath, DV360, Turn, Facebook (and others). Publishers I started and fell in love with (yes, you read that right) ad operations while working on the publishing side of the industry. The sell-side of ad operations has changed since I started in 2009. I can help publishers with: • AdSense • AdX • AdTech • Header bidding (prebid) implementation/ad tech • Google Ad Manager (AKA DFP or GAM) implementation • Campaign management (for direct deals) I have helped hundreds of publishers monetize their site. Publishers come to me after working with one of the networks (you know who I’m talking about) because they feel like they are getting the short end of the stick. And they are! My motto is – own your setup; own your revenue. Large publishers come to me for managed services because the other options outsource the work which can be timely not to mention costly. Often times, I can complete the work in the same time it takes to fill out the work order. Additionally, publishers will supplement their current managed service agreements and contract with me because I can provide sound implementation and optimization advice that the other companies can't. Here are just some of the publishers I’ve had the pleasure of working with: The Motley Fool, Stack Overflow, Daily Wire, Power of Positivity, Urban Dictionary, Encyclopedia.com, MLBTradeRumors.com to name just a few. I have also established myself as the go-to expert in the healthcare industry by partnering with the Cleveland Clinic Journal of Medicine, National Psoriasis Foundation, National Eczema Association, ReachMD (USHealthConnect), YourCareEverywhere, JDDonline.com (recently acquired by WebMD), Psychiatrist.com and others. The healthcare space requires someone to be familiar with the setup. The advertisers want PLD in the form of NPI or DGID which often requires working with DMD/IQVIA/Lasso or Pulsepoint. I have helped CCJM and Psychiatrist.com implement via GAM and can help others with these hurdles. Please feel free to contact me to see how we can work together!
    Featured Skill Revenue Management
    Display Ad
    Google Ad Manager
    Internet Marketing
    Ad Server
    Mobile Advertising
    Google AdSense
    Google Ads
    Google Analytics
  • $125 hourly

    • 5.0/5
    • (224 jobs)
    ✅ With 15 years of professional experience in the online advertising space, I have in-depth knowledge of all things digital advertising. ☆Google Ad Manager (GAM/DFP) Ad server implementation, ad unit hierarchy, ad trafficking, campaign management, ads.txt set up, reporting/analysis, direct and programmatic monetization. Integration of ad serving on websites, native apps, progressive web apps, mobile websites and within video players. ☆Google ADX/Adsense Ad unit set up including text/display ads, in-feed ads, in-page ads, auto ads and auto ads for amp. In-depth optimization of ad unit type and placement on site with a goal of increasing revenue. -- 50% average revenue increase for publishers -- ☆Programmatic In-depth knowledge of every major DSP/SSP through usage of each platform. Set up, management and optimization of ad selling integrations. Direct access to aggregated demand from Google Ad Exchange, Amazon, Magnite, OpenX, Pubmatic, Sharethrough, Index Exchange, RhythmOne, Nativo and others. ☆Header Bidding/Open Bidding Guidance and technical set up header bidding (Prebid.js/Amazon/AMP RTC) and Google Ad Exchange Open Bidding within Google Ad Manager. Line item set up, ad unit set up, site code integration. Plus overall yield management strategy and optimizations. Media buying services across Google Ads (Adwords), Bing Ads, Meta, Linkedin, DV 360, Trade Desk, Simplifi, StackAdapt, Criteo, Amazon DSP and other CTV / OTT / programmatic platforms available on request.
    Featured Skill Revenue Management
    Facebook Advertising
    DoubleClick for Publishers
    Media Buying
    Display Ad
    Programmatic Campaign
    Ad Server
    Google Ad Manager
    Campaign Management
    Google Ads
    Google AdSense
  • $40 hourly

    • 4.1/5
    • (11 jobs)
    I have demonstrated success in the healthcare field as both a Certified Medical Billing Specialist and Revenue Cycle Management VP for over 13 years. In that time I have worked in single and multi-specialty practices including podiatry, psychiatry, chiropractic and inpatient residential treatment facilities. I lead with a very hands-on approach to the daily operations of these organizations and have developed proven strategies in the management of billing, contracting, accounts receivable, accounts payable and strategic planning.
    Featured Skill Revenue Management
    Care Converge Patient Portal
    Data Entry
    Data Collection
    Medical Records Software
    Process Improvement
    Medical Billing & Coding
    Electronic Medical Record
    Medical Mastermind Medical Billing Services
    Medical Records Research
  • $100 hourly

    • 4.8/5
    • (7 jobs)
    I help startups, middle-market companies, and their advisors (investors, attorneys, and accountants) with financial modeling, strategy, budgeting and planning, cap tables. My background: 10+ years of M&A tech deals in investment bank and consulting companies. Following are some core services. Reach out if there’s something you don’t see here: • Investor and Banking Communications: I’ll help you prepare clear, compelling financials/pitch decks for investors, VC funds and bankers, ensuring they are pitch-ready and aligned with your growth strategy. • Comprehensive Financial Models: I build, review, and refine financial models to include dynamic budgets, multi-year forecasts, and scenario analysis tailored to your business needs. • Budgeting and Cash Flow Optimization: I specialize in optimizing cash flow and creating flexible budgets that maximize your runway while aligning with your strategic goals. • Fundraising Support: During fundraising, I provide critical Excel support for financial projections, helping you align metrics with investor expectations and streamlining the process to save time and reduce costs. • KPI and Metrics Tracking: I develop KPI frameworks and reporting dashboards, providing clarity on progress and ensuring key metrics drive decision-making. • M&A and Strategic Transactions: With over a decade in M&A consulting, I can help you navigate acquisitions, due diligence, and financial restructuring with confidence. Additional Support: • Runway and profitability calculations to guide hiring and investment decisions. • Cap table management, dilution modeling, and SAFE/convertible note analysis. • Financial visuals, including investor-ready dashboards and pitch deck insights. Background: I have over a decade of experience as a financial consultant and advisor, working with startups, middle-market businesses, and investors across tech, SaaS, robotics, and wellness industries. My expertise includes financial forecasting, M&A strategy, operational planning, and investor communications. Whether you’re raising your first round, scaling operations, or planning for a strategic exit, I bring clarity, structure, and actionable insights to every stage of your journey. Let’s collaborate to turn your vision into a financially sound success!
    Featured Skill Revenue Management
    Microsoft Power BI
    Video Color Correction
    Video Editing
    Adobe After Effects
    Adobe Lightroom
    Business Plan
    Mergers & Acquisitions
    Venture Capital
    Company Valuation
    Microsoft Excel PowerPivot
    Adobe Premiere Pro
    Presentation Design
    Microsoft Excel
  • $225 hourly

    • 5.0/5
    • (2 jobs)
    SUMMARY: Big Four Trained Accounting Leader > Oracle and NetSuite ERP Expert > On Demand CFO & Controller Services. Specialize in start-ups, PE acquisition scenarios (carve outs and transition agreement compliance), Special Projects, Augment staffing needs > ERP Implementation Management, specialize in NetSuite (expertise in design of new ERP structures such as COA, Vendor and Customer Master, Item Set ups, Order to Cash and Procure to Pay Flows) > Experience managing post PE Acquisition accounting and reporting for companies of all sized Sample Projects: PE Projects: system transitions from SAP and QuickBooks onto various platforms (NetSuite, SAP, Oracle Cloud). Set up complex client organizational structures across multiple countries and currencies to meet client transactional and reporting needs; Controller for companies immediately post-acquisition; manage carve outs, work within confines of transition agreements, reporting to PE company during transition phase Public Company Controller and Head of Finance for various organizations NetSuite Implementations Expert and Solution Architect: client point of contact to design system financial structures and represent client accounting team to ensure deadlines are met and liaise with NetSuite Implementation partners 10 Plus Years in ERP Systems with NetSuite and Oracle ERP Cloud (Fusion) Designed and implemented monthly process to calculate and reclass revenue in accordance with ASC606 for high growth SAAS, Softbank funded company Full CFO services for companies in warehouse services business (Rent, Sell and Service Warehouse Equipment across multiple states) Represented client finance teams in NetSuite Implementations with successful on time go lives and transition from parent company ERP systems to transacting and reporting on NetSuite Systems (Sample company: On Premise and Recurring Licenses; PS and Training; with 20 Subs across EMEA, America's and APAC - met all transition goals) Represent companies during all stages of audits (from finance audits through to sales tax audits) Sales consulting services for various NetSuite and Oracle Implementation Partners Perform business process "readiness analysis" and review for proposed new product launch for fortune 500 company 15 Plus Years in senior finance roles: EY Trained, Public Company Controller, Lead Finance Team for multiple companies, Specialize in SAAS and cloud industries, Real Estate Management and CPG Industry
    Featured Skill Revenue Management
    Startup Consulting
    SaaS
    Private Equity
    Inventory Management
    Business Consulting
    SEC Reporting
    Strategic Plan
    Enterprise Resource Planning
    Financial Modeling
    Oracle NetSuite
    Financial Audit
    Month-End Close Assistance
    GAAP
  • $175 hourly

    • 5.0/5
    • (12 jobs)
    About Myself I specialize in fractional C-level revenue leadership, empowering startups and mid-sized businesses to realize their growth potential. Since founding Van Natter Consulting Group in 2017, I have helped launch 10 tech startups and 5 commercial services startups while increasing the revenue of over 20 companies in more than 25 countries. This has driven an average revenue increase of 60% and generated over $125 million in additional revenue for my clients. I understand the challenges of building scalable processes and achieving sustainable growth. That’s why my tailored services provide top-tier leadership without the overhead of hiring a full-time executive, offering flexible engagement models such as retainer, hourly, or project-based solutions. Whether you seek a partner to independently create your strategies, guide you through DIY strategy creation, or coach and train your sales team, I am here to support you. My Services • Fractional Chief Revenue Officer (CRO): Align sales, marketing, and customer success teams with proven strategies to fuel revenue growth. • Fractional Chief Sales Officer (CSO): Optimize sales performance with results-driven strategies and industry best practices. • Fractional Chief Marketing Officer (CMO): Build impactful campaigns and enhance customer engagement with strategic leadership. My Approach I combine data-driven insights, hands-on leadership, and years of experience to deliver measurable results. From developing go-to-market strategies to refining sales pipelines, my solutions create a lasting impact. Why Choose Me? • Proven success: Clients see an average of 60% revenue growth. • Global expertise: Supported businesses across more than 25 countries. • Flexible engagement: Tailored solutions to fit your needs and budget. Let’s build your growth together.
    Featured Skill Revenue Management
    Sales Leadership
    Sales Consulting
    Training & Development
    Sales Analytics
    Marketing Strategy
    Marketing Management
    Digital Marketing
    Sales Strategy
    Sales & Marketing
    Sales Development
    Sales Management
    Leadership Development
    Business Coaching
    Sales Optimization
  • $100 hourly

    • 4.7/5
    • (7 jobs)
    Architect of operational strategy and purpose-built infrastructure, with expertise in redefining sales operations to empower revenue teams. Drawing on three SaaS acquisitions, I combine analytical depth and creative vision to deliver strategies that drive clarity and growth. Highly adaptable, resourceful, insatiably curious, and relentless in pursuing meaningful impact, I thrive in high-growth environments requiring bold ideas and execution.
    Featured Skill Revenue Management
    Sales Analytics
    Process Architecture
    Market Research
    AI Consulting
    Operations Analytics
    Business Operations
    Sales Operations
  • $160 hourly

    • 5.0/5
    • (23 jobs)
    Highly organized, accomplished, detailed oriented and focused professional medical billing manager offering 15 years of experience in challenging business environments requiring strong organizational, analytical, and follow-through capabilities. Dynamic problem solver with proven effectiveness in identifying system inefficiencies and implementing corrective measures to improve cash flow, reduce costs and strengthen business relationships. Demonstrate exceptional interpersonal and communication skills in relating to management, colleagues, vendors, and customers. Consistently achieves outstanding results in fast-paced, deadline-driven environments. I also operate my medical billing and coding company HealthCare Right. We specialize in all aspects associated with revenue cycle management. Please reach out by email at @healthcareright2016@outlook.com.
    Featured Skill Revenue Management
    Critical Thinking Skills
    Medical Procedure Coding
    Medical Mastermind Medical Billing Services
    Management Skills
    Medical Billing & Coding
    Medical Condition Coding
    Business Analysis
    Electronic Medical Record
    ICD Coding
    Accounts Receivable Management
    Medical Records Software
    Microsoft Excel
  • $50 hourly

    • 5.0/5
    • (15 jobs)
    COC, CPC, CPMA, Certified Coder, Auditor, and Outpatient Coding specialist. I have 15 years of medical billing and coding experience, Credentialing, data analysis, and Denial Management. The Medical billing and coding policies and procedures are constantly changing, and keeping up with these changes is something Medical A/R Services, LLC takes seriously. I have high expertise in government (Medicare, Medicaid, Tricare) and all commercial insurance companies websites, multiple EMR, EHR systems, including Athenahealth, Medisoft, Healthie, office ally, Availity, Emdeon/changehealthcare, Kalix, EPIC and fully fluent in Microsoft Office. I maintain efficient and accurate work and also focus on policies and regulations per insurance companies. I have worked with multiple physician specialties including, Urology, MNT, General Surgery, Bariatrics, Colorectal Surgery (noninvasive), Podiatry, OBGYN and Internal Medicine. I have worked cleaning up A/R for all specialties stated above and including behavioral health, ophthalmology.
    Featured Skill Revenue Management
    Medical Billing & Coding
    Financial Audit
    Customer Support
    Accounts Receivable Management
    Electronic Medical Record
    ICD Coding
    Microsoft Word
    Google Docs
    Data Entry
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    I have 19 years managing major hotel brands, including Hilton, Marriott, and Intercontinental hotels as well as short term rentals and restaurants. I have done revenue management for thousands of short term rentals and hotels to help maximize revenues raising revpar on average up to 20%. I am an experienced CEO and co-founder leading an in-person staff of up to 100 and remote staff of up to 10. I have a very high work ethic and I do not stop until I am sure that everything is running the way it should be. I have experience in many PMS's, Pricelabs and Wheelhouse
    Featured Skill Revenue Management
    Search Engine Optimization
    Hotel Design
    Financial Analysis
    Accounting
    Customer Support
    Time Management
    Data Entry
  • $45 hourly

    • 5.0/5
    • (3 jobs)
    Data Analytics | Data Visualization | Spreadsheet (Excel & Google sheet) Master I'm Jesse, your dedicated partner in leveraging data to give you actionable insights. My biggest strengths lie in interpreting data, identifying trends, and translating complex data sets into clear, impactful recommendations. I can perform sophisticated nested calculations on spreadsheets, create pivot tables, and generate dashboards. Previously, I worked at a leading e-commerce unicorn valued at $3B, where I managed and developed a product from concept to execution, achieving a quarterly revenue of $3M. I have extensive experience in conducting analyses for both product-based items and regular business reviews (monthly/ quarterly). I can bring a wealth of knowledge through data to meet your specific needs. With a Master of Science in Business Analytics and a Bachelor of Arts in Accounting, I bring a wealth of expertise in revenue operations, growth management, and data-driven decision-making. 📝Projects I can help you with: ✦ Revenue Growth Strategies ✦ Dashboard & Visualization (Excel, DOMO, Tableau) ✦ Spreadsheet template, design & optimization ✦ Business & product performance analysis ✦ Process improvement analysis (including inventory management) ✦ Presentation creation for data insights 🎯 Key Achievements: - Increased lead conversion rates by +10% by implementing analytics for performance tracking, cost attribution, and billing across 100+ affiliates. - Managed a portfolio of 300+ hotels worth +$100M, collaborating with the finance team to modify product strategy and generate $2M in revenue quarterly - Enhanced cash flow for 500+ client accounts, including major brands like Netflix, Yahoo, and Amazon, by executing operational improvements through data analysis, increasing monthly collection rates by 25% - Led a team for a KPMG Hackathon to analyze data and devise a plan and dashboard for distributing EV chargers to reduce emissions by 29% on a $7.5B budget, achieving 2nd place out of 33 teams 🥇Skills : - Business Strategy (Revenue Growth, Marketing & Sales Analysis, Operational improvements) - Data Analysis (Dashboard creation, Charts visualization, SQL data manipulation) - Project Management and Leadership (Research & Analysis, Business Planning, Timeline management) - Financial Analysis and Forecasting (Budgeting, Financial Modeling, Performance Evaluation) 🛠️Tools: - Data Visualization: Tableau, DOMO, PowerBI - Analytics: Google Data Studio & Analytics - Spreadsheets: Excel, Google sheets (Nested formulas, Pivot Tables, VLOOKUPS, SUMIFS) 🔍Framework Collaboration: - I will assess your needs and create a google sheets on the required output & what you want - I will outline the steps needed (if any) to complete the work and enter the updates on the sheet - We will meet once to go over the output and if there are any changes required - I will send the final output to you once you are OK with it. I look forward to working with you! Please feel free to contact me for any inquiries.
    Featured Skill Revenue Management
    Data Analytics & Visualization Software
    Project Management
    Business Analysis
    Growth Analytics
    Growth Strategy
    Analytics
    Dashboard
    Google Sheets
    Data Extraction
    Data Visualization
    Data Analysis
    Business Strategy
    Microsoft Excel
    Big Data
  • $150 hourly

    • 5.0/5
    • (5 jobs)
    Revenue creation makes every problem in a growing business easier. Sam is a sales, marketing and business development expert with extensive experience in the intersection of tech, sales, and solving real business needs. - Former SVP of Business Development at a large Private Equity firm - Multiple technology firms resulting in over $1B in successful exits. - Former leader in firms with over 500 employees globally. - Successfully scaled 49 products from inception to market maturity - Billions of dollars in deals closed. Most recently, Sam was the SVP of Business Development at a large PE firm where he also oversaw some of the internal Chief Sales Officer responsibilites for firms within the portfolio. In that role he developed a prospecting-based deal flow engine resulting in well over 100 presentations to firms looking to get acquired representing companies with over $11B in combined revenue. Previously, Sam was a senior leader and lead negotiator at a Fortune 500 company where he oversees enterprise sales and the Strategic Partnerships division of Realtor.com, previously Opcity. Opcity went from an idea to a $210M exit to NewsCorp (NWSA) in 2.5 years. In his role at Realtor.com, he oversees the largest portfolio of real estate and mortgage consumer opportunities accounting for over $14B in sales annually. Sam has held leadership roles in enterprise sales efforts and revenue growth for multiple technology firms that achieved exits, including Opcity to NewsCorp, Spredfast to Vista Equity Partners, Mineralsoft to Drillinginfo, and AllClear ID to Experian. Sam is the founder of PitchStack, ArtPads, Spirit Wrist, and Serena Del Alma. He is a former partner in Rokrbox and the author of the Ten Commandments of Scale, and Why Startups Fail. He lives in Austin, TX with his 12-year-old daughter, Iris and his Fiance, Don.
    Featured Skill Revenue Management
    Pitchbook
    Price & Quote Negotiation
    Sales & Marketing Collateral
    Business Development
    Sales Development
    Outbound Sales
    Social Media Lead Generation
    Sales Strategy
    Sales Leadership
    Sales Writing
    Lead Generation
    Sales Optimization
    Sales
  • $60 hourly

    • 5.0/5
    • (19 jobs)
    - Sales Operations - Data-driven business solutions - Tableau - SFDC - Excel (Vlookup, Pivot Tables, etc) - Data Analysis - Data Entry
    Featured Skill Revenue Management
    Analytics
    Sales Operations
    Data Interpretation
    Sales
    Finance & Accounting
    Tableau
    Data Analysis
    Business Operations
    VLOOKUP
    Google Sheets
    Data Entry
    Microsoft Excel
  • $150 hourly

    • 5.0/5
    • (1 job)
    Hi I'm Anna, the change driver and catalyst to surpassing your business's goals. As an entrepreneur myself for the past 15 years and President of a non-profit organization for the past 3 years, I bring unparalleled experience and a fresh prescriptive. Launching and growing your business is not for the faint of heart. Whether you're a large corporation or small business, I have been able to see the direct impact decisions can have on a company. I have been in, and created processes for every nook & cranny of a million plus revenue generating company along with spearheading it's sale and acquisition. Anything from developing leadership talent, client satisfaction, product implementation, sales, employee motivation, tracking KPI's... you get the point. Need another opinion to consult with or a complete re framing of your trajectory? Let's go and get it done! * Grow sales and crush your revenue goals * Understand & engage your customer * Leadership & EQ * Develop your brand * Guide and walk through the sale and acquisition process * Undeniably driven to provide guaranteed results Let's connect!
    Featured Skill Revenue Management
    Customer Engagement
    Time Management
    Process Development
    Employee Motivation
    Product Concept
    Direct Marketing
    Decision Making
    Brand Identity
    Community Goals & KPIs
    Content Planning
    Customer Analysis
    Implementation
    Leadership Skills
    Change Management
  • $140 hourly

    • 5.0/5
    • (2 jobs)
    Global technology executive with a passion for storytelling and extensive experience in strategy and marketing looking to help you develop and execute growth opportunities.
    Featured Skill Revenue Management
    Technology Management Solutions SIMS
    Telecommunications
    Marketing
    A/B Testing
    Strategic Planning
    SEO Strategy
    SaaS
    Sales Strategy
    Brand Strategy
  • $95 hourly

    • 5.0/5
    • (1 job)
    Venture Capitalists typical take no more than 3 minutes and 20 seconds reviewing Seed or Series A pitch decks. In less than 4 minutes, you need to get their attention and get them to engage. While all successful pitch decks reflect the uniqueness of the companies they may portray, my proven approach follows a concise structure designed to hook their attention quickly and increase the likelihood of raising money. What do VCs typically expect to see? First, read or re-read the templates from Sequoia and Y/C Combinator. That’s an excellent start. The good and bad news about these well-written templates? Well, everyone uses them, so following them word for word is not enough to stand out with a unique voice. To stand out, I will make sure that you answer clearly and succinctly such questions as: Is your company purpose disruptive, easy to understand and memorable ? Is the opportunity big enough to get VCs to keep reading? Is it clear why this problem/opportunity is timely–why now? Is it clear that this is THE cohesive team to execute the vision–why you? Does your traction faithfully reflect the state of the product/company? Can you make this a profitable business and how/when? Did you articulate how you solve a big industry pain in a way that your competitors cannot? Does the monetization plan mirror the product plan? Do you have clarity about fundraising requirements/use of proceeds? Can you credibility articulate an exit strategy? This is not the full recipe, but you get the idea. If you are in deeptech fields, I have additional questions that address regulatory approvals, traction with clinical trials and portrayal of the origin of the technology/IP. My firm, Montfort Ventures, help founders fundraise more efficiently. With a keen eye on targeting the right investors, I will save you time by getting to a “yeah or neah” more quickly. How do we do it? Phase One - Initial Strategy & Feedback Review project parameters and fundraising goals Laser in on current fundraising pain points Deliver a slide by slide pitch deck review based on stated goals Written feedback from a seasoned venture capital advisor Receive ongoing mentorship for our revenue advisors, who help founders implement strategies to increase traction numbers Phase Two - Creative Enhance your startup’s narrative with our team of creative advisors to ensure a powerful and compelling story is woven throughout your deck Our exclusive agency partnership with Vancouver based Workshop Film Company allows us to access world class talent to insure your pitch deck and all creative investment material stand hand and shoulder over your competitors. Receive an updated version of your pitch deck reflecting the VC feedback and design updates. Part Three - Investment Outreach Planning Receive personalized email templates & an elevator pitch blurb geared towards attracting investors during initial outreach and follow up Our team of researchers will use the most up to date data from sources such as Crunchbase Pro & Pitchbook to compile a bespoke list of targeted investors active in your industry & investment stage Receive curated investor lists, including contact information delivered via Airtable. Our team will help your internal team set up your CRM in a way that no investor slips between the cracks Part Four - Due Diligence and Traction Upon finding a lead investor, Montfort Ventures is happy to assist in creating and organizing due diligence material, such as valuation reports, financial statements & projections, letters of intent, and term sheets. Our fractional CFO in residence is available to review financial statements and ensure a strong defense positioning during negotiations. Our revenue advisors help provide your startup with critical feedback on your business model, and provide founders with best practices to increase their investor facing traction numbers. For individuals seeking a CPA certified valuation report, we offer valuation reports through PwC (sold separately). Final Deliverables: Pitch deck review document Updated pitch deck Investor outreach email copy Curated list of investors delivered via Airtable Google drive with capital raise resources Ongoing support during the fundraising process Valuation report performed by a team of licensed CPAs through a licensing deal with PwC. Models used: Scorecard method, Venture capital method, Discounted Cash Flow method, Discounted Cash Flow method. Payment Structure Flat hourly rate: $95 / hour Work retainer rate: $3,400 per 40 hour work block purchased ($85 / hour) $12,000 per 160 hour work block purchased. ($75 / hour) All unused consulting hours roll over month to month and do not expire. We want to ensure maximum flexibility to our founders.
    Featured Skill Revenue Management
    Investment Preparation
    Venture Capital
    Startup Consulting
    Pitch Deck
    Fundraising
  • $90 hourly

    • 4.9/5
    • (3 jobs)
    Experienced corporate development executive with over 20 years of expertise in strategy creation, business and corporate planning, and bringing ideas to life through persuasive writing and business modeling. Proven track record of winning and generating tens of millions of dollars in business through compelling proposals, solid financial models, and strategic decision-making. Skilled in crafting effective business plans, financial forecasts and models, RFQ/RFP responses, project plans, offer letters, grant/loan applications, and complex contract negotiations. Proficient in financial modeling, Excel, and data analysis to support accurate projections and drive profitable outcomes. Strong track record in partnership development, business line establishment, and go-to-market strategies. Passionate about leveraging writing skills to identify and execute investment and acquisition opportunities that support growth and strategic priorities. VALUE PROPOSITION Offering strategic business consultation, expert writing, and financial and business case forecasting and modeling services. Specializing in transforming ideas into winning business plans and proposals, I deliver high-quality materials, strategic guidance, and AI-driven insights that will generated significant financial outcomes for clients. Services Offering: - Crafting compelling business plans and strategies that secure funding, attract investors, and guide decision-making. - Developing accurate financial forecasts and models, providing valuable insights to support business growth strategies. - Creating persuasive RFQ/RFP responses that effectively communicate value proposition and industry expertise. - Drafting detailed project plans, outlining timelines and resource allocation for successful execution. - Writing professional offer letters that effectively communicate terms, conditions, and benefits. - Preparing well-researched and persuasive SBA grant/loan applications, driving funding for small businesses. Key Wins: - Consulted and developed strategic business plans resulting in over $60M in funding for startups across various sectors including consumer and business SaaS, healthcare, security, web3/crypto, and e-commerce. - Led the development of business expansion strategies at Microsoft (Nuance Communications), resulting in over $150M in new business across entertainment, healthcare, telecommunications, retail, and BPO sectors. - Pioneered IP licensing program for Dolby's premium audio technologies, expanding market reach and closing significant deals with mobile device manufacturers. Skills: - Persuasive writing and strategic consultation for creating winning proposals, plans, RFQ/RFP responses, project plans, offer letters, and grant/loan applications. - Financial modeling and Excel proficiency for accurate projections, profitability analysis, and strategic decision-making. - Partner development, deal structure, and negotiations for favorable outcomes and mutually beneficial agreements. - Contracts drafting and analysis for compliance, risk mitigation, and successful negotiations. - Expertise in AI, machine learning, and digital transformation for innovative solutions and business growth. - Customer success, monetization strategies, and profit growth for revenue optimization and sustainable business growth. - Global deals, go-to-market strategies, and business transformation for expanding market reach, driving growth, and achieving strategic objectives.
    Featured Skill Revenue Management
    Microsoft Excel
    RFP Writing
    Pitch Deck
    Fundraising
    Venture Capital
    Forecasting
    Contract Drafting
    Digital Transformation
    Business Modeling
    Business Plan Writing
    Artificial Intelligence
    Strategy
    Go-to-Market Strategy
    Generative AI
  • $56 hourly

    • 4.8/5
    • (19 jobs)
    Seasoned Expert: With over a decade of experience in sales, I've generated over $1 million in revenue through LinkedIn and social selling. I also founded a software platform specifically designed for LinkedIn lead generation. Who I Help: I support business owners and professionals in leveraging LinkedIn for revenue growth, brand awareness, qualified lead generation, and commission opportunities. LinkedIn Profile Optimization: I fine-tune profiles to capture attention and showcase achievements. It's crucial that your potential customers quickly understand what you are offering. Engagement Strategy: I craft strategies for meaningful interaction and thought leadership that work well on LinkedIn. Content and Copy: I guide on creating impactful content, expert sales copy, and targeted paid ads to ensure visibility and engagement.
    Featured Skill Revenue Management
    Social Media Lead Generation
    Business
    Negotiation Coaching
    Cold Call
    Email Outreach
    Outreach Email Copywriting
    Outreach Strategy
    Sales
    Lead Generation
    LinkedIn
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