The Best Shareholder relationships Freelancers For Hire In the United States

Check out Shareholder relationships Freelancers in the United States with the skills you need for your next job.

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$68 hourly
- 5.0/5
- (24 jobs)
Carta Launch Setup & Management for startups. I have experience managing the entire Carta Launch process, from the initial setup to the extent of the transfer of founders' stocks to a Special Purpose Vehicle (SPV). My expertise includes managing stock options pool offers, executing funding-related transactions on Carta, and ensuring accurate and efficient management of equity ownership while maintaining compliance with regulatory requirements. I coordinate seamlessly with founders, legal teams, and other stakeholders to ensure a smooth transition of ownership. My skills include: - Proficient management of Carta Launch - Expertise in equity ownership management - Strong knowledge of regulatory compliance - Effective stakeholder coordination - Exceptional attention to detail If you are looking for a professional with in-depth knowledge of Carta Launch and experience in managing equity ownership for startup businesses, I am the ideal candidate to help your startup thrive. *This experience encompasses Portfolio / Statement of Investments onboarding and ongoing maintenance for funds as well. Cap Table Implementation: Oversee the meticulous implementation of complex cap table structures encompassing numerous classes of stock, stock options, and debt instruments for a substantial shareholder base. Ongoing Management: Take ownership of the quarterly cap table process, ensuring its accuracy, integrity, and compliance with regulatory requirements. LP & Shareholder Communication: Use in-app features to communicate with shareholders / stakeholders, providing clear and concise updates on cap table changes, stock-based compensation, distributions, and KPI metrics. Collaborative Partnering: Collaborate closely with internal teams, external legal advisors, and financial experts to manage the cap table seamlessly and provide valuable insights into stock-related matters. Process Enhancement: Continuously refine and improve cap table and KPI management workflows, ensuring the highest level of accuracy. Quarterly Financial Reporting: Oversee the connection of accounting softwares to the Carta platform or the configuration of Financial Statements onto Carta. Qualifications: Expertise in Implementing and managing stock plans / equity incentive plans / option plans utilizing Carta, encompassing the life cycle of the offer letter(s), board consents, option grants, to exercises. Proven Carta Expertise: 4 years of hands-on experience working with the Carta software platform, with a track record of successful cap table and KPI management. Managerial Level: Comfortable operating at a managerial level, able to take the lead in complex projects and drive effective collaboration among cross-functional teams. Analytical Acumen: Proficiency in Waterfall and Breakpoint report generation and analysis, enabling informed decision-making and strategic insights using in app features. Shareholder Communication: Strong communication skills with the ability to convey complex equity and financial information clearly and concisely to internal and external stakeholders.

Shareholder relationships
Investment Preparation
Investment Portfolio Review
Fundraising
Fundraising Software
Limited Partnership
Shareholder Relationship
Private Equity
Stock Issuance
Equity Research & Analysis
Equity Research
Capital Networks Audience
Venture Capital Consulting
Venture Capital
Go-to-Market Strategy
Database Management System
$150 hourly
- 4.9/5
- (51 jobs)
With a B.S. in Finance and extensive experience in M&A, I’m here to help you navigate acquisitions, mergers, and growth strategies that maximize value for your business. My approach is collaborative and focused on delivering actionable insights to investors, banks, partners, and stakeholders. Before joining Upwork, I had the opportunity to work closely with entrepreneurs to strengthen their acquisition strategies, improve ROI, and build compelling financial models and pitch decks. Since joining Upwork, I’ve been able to leverage this platform to guide ambitious business owners in achieving their goals through strategic M&A. I specialize in: M&A Strategy and Advisory Valuation and Financial Modeling Due Diligence and Risk Assessment Business Plan Writing Financial Projections Strategic Growth and Business Development Financial Statements Analysis Pitch Decks for Acquisitions and Sales My style is highly interactive—I ask a lot of questions to truly understand your business, ensuring that every recommendation is tailored to your unique vision and objectives. I love helping entrepreneurs solve their critical challenges by crafting strategic acquisition plans, building value, and positioning businesses for long-term success. Looking forward to collaborating with you!

Shareholder relationships
Pro Forma Statement
Shareholder Relationship
Forecasting
Market Analysis
QuickBooks Online
Business Planning & Strategy
Financial Report
Market Research
Business Development
Business Plan
Business Analysis
Finance & Accounting
$150 hourly
- 5.0/5
- (8 jobs)
Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.

Shareholder relationships
Business Cases
Tax Strategy
Supervision
Company Valuation
Business Plan
People Management
Investment Strategy
Corporate Governance
Shareholder Relationship
$175 hourly
- 5.0/5
- (24 jobs)
Having spent more than 16 years in the Finance and Management industries, I successfully enabled over 100 entrepreneurs, companies, non-profits and governments to expand their business, manage their finances, develop their economies and right-size their operations. As a fractional Chief Financial Officer and Chief Operating Officer, I assisted several startups in various industries (such as E-Commerce, SaaS, Web3, Crypto, Medtech, venture capital, energy, etc) in building their financial and operational capabilities, including: - developing accounting policies and controls; - managing accounting processes such as monthly closes, A/R, A/P, Reconciliation and Reporting; - developing HR and IT functions, including hiring process and technology management program; - running and integrating ERP systems with payment processing and accounting systems (Quickbooks, Netsuite, Xero, Quickbase, Paypal, Expensify, etc) - building a strategic finance function, including budgeting, KPI development, Financial Planning and Analysis - assisting with fundraising strategies and equity management, including management of third-party systems such as Carta During my stint as an Investment Banker, I managed many acquisitions and divestitures from sourcing to closing, and helped clients to develop: - business strategy - competitive landscape analysis - financial forecasts - fundraising and sales pitch decks - board presentations - business valuation - transaction management and negotiation During my stint as a portfolio manager, I assisted in achieving the targeted returns through developing: - risk-based allocation strategies - hedging and dynamic portfolio management tools - customized benchmarking During my stint as a fixed income trader, I helped companies to understand the capital markets and provided liquidity to market participants through creating: - risk management and pricing models - market analysis and idea generation As a Chartered Financial Consultant, I help individuals and companies to manage and expand their wealth according to their needs through: - expense tracking models - risk-based wealth management strategies - optimization of income production and debt reduction - life planning strategies Through my wealth of experience and versatile skill sets, I hope to be able to assist you in meeting your goals. Looking forward to having a conversation, and hopefully working with you!

Shareholder relationships
Company Valuation
Investment Strategy
People Management
Financial Modeling
Shareholder Relationship
Investor Overview
Entrepreneurship
Venture Capital Consulting
Business Services
Business Analysis
Financial Analysis
Presentations
$100 hourly
- 5.0/5
- (1 job)
Finance and startup specialist with a diverse array of professional expertise, and Cornell MBA with concentration in Investment Banking, Private Equity, and Entrepreneurship. I take pride in my work and really enjoy helping others achieve their goals. In order to do that, it’s important to thoroughly understand your business, as well as the expectations and objectives of the team. Every business is different and each project has its own challenges, so there’s no such thing as a ‘one-size-fits-all’ solution. I develop personalized solutions, but I also typically start from baseline materials to save time and costs versus custom solutions from scratch. I'm currently the Co-Founder and CEO of a startup where I led the company from ideation to capital raise and launch. My main responsibilities include strategy, branding, product design, IT systems, finances, and legal. Prior to that, I worked as a Wall Street Investment Banker in NYC, a Financial Analyst (FP&A), a SEO and Web Security Specialist, a Web Developer, a Graphic Designer, and a Marketing Associate. I understand what it takes to make a company successful, as well as how to build and execute effective business strategies. I look forward to learning about your needs and working with you to accomplish your goals! Primary Specialties: - Financial modeling - Financial analysis - Budgeting / Forecasting - Excel macros - Company valuations - Pitch decks / Presentations - Business analysis - Business plans - Process optimization - HTML / CSS Primary Tools: MS Office (Excel, PowerPoint, Word), Visual Studio, Adobe Photoshop, Adobe Illustrator, QuickBooks Online, BigCommerce, Stencil CLI, Klaviyo

Shareholder relationships
Financial Analysis
Company Valuation
Budget Management
Financial Modeling
Startup Consulting
Business Cases
Presentations
Shareholder Relationship
$70 hourly
- 5.0/5
- (1 job)
I source startups, develop relationships with founders and investors and find opportunities to invest in promising early-stage startups. I produce due diligence memos on portfolio companies in addition to returns analyses and competitive landscape analyses for prospective investments. I assist in building value in portfolio companies by producing investor presentations and financial models, introducing key strategic partners, growing revenue, and assisting in other operational areas. Lastly, I assist in the fundraising efforts.

Shareholder relationships
Financial Analysis
Shareholder Relationship
Company Valuation
People Management
Financial Modeling
Investment Strategy
Presentations
$100 hourly
- 5.0/5
- (4 jobs)
Senior Tech-enabled Direct Alternatives Investment Management executive with deep experience across strategic planning, operating, regulatory, fund raising, asset management, marketing, investor relations and dispositions disciplines.

Shareholder relationships
Business Development
Fundraising
Business Management
Joint Venture
Private Equity
Management Skills
Investor Overview
Asset Management
Venture Capital Consulting
Shareholder Relationship
Real Estate
Business Strategy
Marketing
Compliance
Product Development
$45 hourly
- 5.0/5
- (2 jobs)
Hey there! 👋 I'm Widade, a highly skilled and experienced project management professional driven by a passion for tackling complex problems and leading diverse teams toward achieving a common goal. With a proven track record in optimizing processes, streamlining workflows, and boosting productivity, I possess the expertise to ensure successful project outcomes in dynamic and challenging environments. It appears that you've come seeking assistance in the following areas: ⚡ Effectively managing new or ongoing project execution and creating project roadmaps ⚡ Conducting research and implementing suitable project management tools ⚡ Evaluating and enhancing your current workflows or resolving any issues with them ⚡ Automating processes to optimize team productivity or implementing project methodologies What sets me apart: 🚀 Strategic Thinker: I possess a keen ability to see the big picture and develop strategic plans that align with organizational goals. My strategic mindset allows me to identify opportunities for growth and guide teams toward successful project outcomes. 🔑 Effective Leadership: I excel at leading diverse teams, inspiring collaboration, and fostering a positive work environment. Through strong leadership, I empower individuals to reach their full potential, resulting in high-performing teams and successful project delivery. 📊 Data-Driven Decision Making: I leverage data analysis to make informed decisions, mitigate risks, and drive continuous improvement. By utilizing data-driven insights, I ensure project success by identifying trends, optimizing processes, and maximizing efficiency. 🎯 Exceptional Problem Solver: I thrive in challenging situations and excel at finding creative solutions to complex problems. My ability to think outside the box enables me to overcome obstacles, streamline workflows, and ensure project success even in the face of adversity. Highlights of my accomplishments: 🌟 Successfully implemented and maintained scheduling management systems for 12+ large-scale projects, resulting in streamlined processes and on-time completion 🌟 Managed project and expense budgets for multiple IT programs, overseeing the allocation of resources and ensuring financial success 🌟 Redesigned and optimized manual approval processes, resulting in significant time savings and increased productivity Areas of Expertise: 🖊 Project Management 🖊 Process Optimization 🖊 Risk Management 🖊 Stakeholder Engagement 🖊 Agile Methodology 🖊 Change Management 🖊 Team Leadership 🖊 Data Analysis Technical Skills: ✅ MS Project ✅ Microsoft Office Suite ✅ Asana ✅ Slack ✅ Trello ✅ Monday.com ✅ Smartsheet ✅ Notion ✅ JIRA If you're seeking a dedicated and results-driven project management professional, I am here to collaborate with you and drive success. Let's work together to achieve remarkable outcomes!

Shareholder relationships
Forecasting
Project Analysis
Strategic Planning
Data Analysis
Risk Management
Resource Allocation
Project Management
Vendor Management
Shareholder Relationship
Problem Solving
Project Logistics
Project Report
Program Management
Process Improvement
Microsoft Project
Budget Management
$85 hourly
- 5.0/5
- (14 jobs)
I'm a financial analyst with experience in private equity and venture capital. I live in Microsoft Excel, and thrive on making things quicker, easier and more automated. I love all things personal finance, and enjoy teaching folks how to save, invest and plan for their future with their money.

Shareholder relationships
Personal Finance & Wealth Management
Personal Budgeting
Google Sheets
Private Equity
Excel Formula
Acquisitions
Analytics
Shareholder Relationship
Portfolio Performance Modeling
Mergers & Acquisitions
Venture Capital
Excel Macros
Microsoft Excel
Financial Analysis
Financial Modeling
$290 hourly
- 5.0/5
- (6 jobs)
EXECUTIVE PROFILE Dynamic and execution-oriented CFO with 20+ years of diversified industry experience in high-growth, rapidly changing environments. Solutions-driven strategist and thought leader, credited with implementing internal structure, controls, best practices, and process efficiencies across operational areas, finance, lending, and analytics and data science. Extensive analytics and data science leadership in areas of descriptive and predictive analytics. With extensive private equity and shareholder value creation expertise, acts as trusted advisor to executive management, Board of Directors, cross-functional business teams at all levels of the organization. AREAS OF EXPERTISE * Strategic/Tactical Planning * Presentations/Investor Relations * Data science strategy * Analytics strategy * Direct mail strategy and analytics * Due Diligence/M&A * Finance/Accounting/Budgeting * Technology Implementation * Negotiations/Vendor Management

Shareholder relationships
Customer Retention
Product Roadmap
Customer Analysis
Brand Strategy
Product Strategy
Executive Coaching
Shareholder Relationship
Private Equity
Venture Capital Consulting
Financial Presentation
Financial Modeling
Business Planning & Strategy
Direct Mail
Data Science Consultation
Microsoft Excel
$120 hourly
- 5.0/5
- (3 jobs)
* Strategic finance leader; trusted partner to CEO/CFO in developing value-maximizing strategies * Organization builder with strong collaboration skills to drive cross-functional alignment * Deep understanding of value creation derived from 17 years of Wall Street experience * Passion for financial modeling, capital allocation and forecasting accuracy * Extensive domain expertise in technology sector, with experience covering over 50 companies across the cloud infrastructure, IT hardware, software, and IT services industries * Highly effective communicator who translates complex technical ideas into accessible language to maximize influence and drive alignment with key decision-makers

Shareholder relationships
Finance
Shareholder Relationship
Presentations
Writing
Financial Modeling
$150 hourly
- 5.0/5
- (0 jobs)
I'm a healthcare consultant with experience in management consulting, strategic planning, health insurance, employee benefits, and corporate health management. I've worked with many leading brands across the US in an advisory role. Let me help you solve a business problem, outline a proactive strategy or produce results. I am versatile with the ability to take on a variety of projects including: - Strategic planning - Innovation - Strategic communications & events - Strategic project management

Shareholder relationships
Health & Fitness
Mental Health
Innovation Strategy
Competitive Intelligence
Market Research
Shareholder Relationship
Employee Communications
Employee Engagement
Insurance Consulting
Business Consulting
Executive Support
Health & Wellness
Healthcare Management
Communication Strategy
Strategic Planning
$15 hourly
- 5.0/5
- (6 jobs)
Writing is my passion. Growing up soft spoken... I often ran to paper to express myself. This ability paid off. Receiving much recognition from professors and employers for my ability to cleverly piece words together, I pride myself on my analytical and composition skills. Graduating with a degree in Business Administration, I have extensive knowledge in business and financial managment. Previous to working for my self, I worked under the following employeers: FEMA (Federal Gov.), Mayor's Office (State Gov.), and Georgetown. Working with these organizations allowed me to obtain invaluable skills and tools I can continue to utilize. Please contact me via message if I can assist you in anyway!

Shareholder relationships
Personal Administration
Archiving
Proofreading
Bookkeeping
Shareholder Relationship
Data Entry
Fax
Community Outreach
Customer Service
Financial Audit
Writing
Management Skills
Administrative Support
Time Management
$150 hourly
- 0.0/5
- (2 jobs)
2 years of prior experience in investment banking advisory with Wells Fargo Securities, participating in debt capital raising, equity capital raising and mergers & acquisitions. Currently employed with Stone Point Capital, a financial and business services focused private equity firm location in Greenwich, CT with $26+ billion of AUM, investing of an $8 billion fund. Experience at Stone Point consists primarily of making investments in private companies (both minority and majority positions), raising financing for portfolio companies and helping to exit existing portfolio companies (via IPO, sale, etc.). Highly experienced in valuation work, pitch book / financial model preparation for sale processes, financial modeling, etc.

Shareholder relationships
Microsoft Excel
Financial Analysis
Shareholder Relationship
Presentations
Financial Modeling
Company Valuation
Investment Strategy
Financial Projection
$60 hourly
- 0.0/5
- (0 jobs)
Jack of all trades, resourceful Executive Assistant Ninja. Personable and goal oriented EA with a depth of understanding of all aspects of company implementation. 18+ years of supporting C-Suite Executives, with flawless execution of projects and strategy; paired with stellar communication skills both verbal and written. I have demonstrated the ability to work independently and collaborate with a team to obtain results in high demanding environments. As a bonus, I know how to source vendors, negotiate contracts, manage budgets on any level and curate social media experiences.

Shareholder relationships
Business Management
Relationship Management
Strategy
Business Presentation
Document Control
Budget Proposal
Shareholder Relationship
Management Skills
Streamline
Calendar
Executive Support
Scheduling
$35 hourly
- 0.0/5
- (1 job)
Is Your Content Marketing Strategy Driving Results or Driving You Crazy? High-impact thought leadership does more than capture attention—it builds your brand, fosters client relationships, and expresses your competitive edge. It’s the key to growing your tribe while deepening connections with stakeholders. But for that to happen, people need to read it. That’s where I come in. I specialize in creating persuasive content that captures your voice and conveys your mission. My institutional marketing experience in the public and private equity markets with firms such as Morgan Stanley (London) and Sound View Technology Group enables me to craft compelling narratives that support client relations and drive business development. I've solved marketing content problems for firms in: Asset Management Hedge Funds Global Real Estate Equity Research Using your guidelines, I'll develop insight-driven content that resonates with your audience. And I'll guarantee your satisfaction. Let’s brainstorm how we can elevate your brand through: Position Papers Case Studies Investor Letters Web Content Competitor Analysis Market Research The goal? To grow your audience, to leverage your intellectual capital, and to increase your firm’s enterprise value. What makes sense? Let’s discuss how we can work together and build a long-term relationship. A brief call is all it takes to establish a game plan that meets your approval. John

Shareholder relationships
Business Development
Content Strategy
Financial Writing
Marketing
Investment Strategy
Communications
Content Writing
Asset Management
Shareholder Relationship
Website Content
Ghostwriting
Capital Markets
Investment Research
Market Research
Competitive Analysis
$175 hourly
- 0.0/5
- (0 jobs)
I have over 25 years of experience in Finance & Accounting with direct experience across a range of industries including eCommerce, Automotive, Healthcare Services, Technology, Financial Services/FinTech, Construction, Real Estate, as well as Manufacturing. My background comes from both Fortune 500 companies as well as PE backed Technology Startups, including 5 years on Wall Street. I’ve led mergers and acquisitions leading/participating in multiple transactions on both the buy and sell side. I’ve partnered with companies in raising nearly $500mm in capital and have also gone thru a 10-figure IPO. I tailor my approach around the specific goals and priorities of my clients and will work at the speed and pace needed to support your timelines. While my experience spans all areas of Finance & Accounting, some specific examples of my work include building out multi-year financial models to support the launch of a business, diving down into unit level profitability to create a unified pricing strategy that supports the profitability goals of the business, analyzing financial statements to optimize cashflow to support the growth and scaling of the business. I’ve led multi-year strategic planning efforts as well as driving the annual budgeting process that ties back to the long-term strategic plan. On the M&A side, I’ve lead due diligence efforts to analyze potential acquisition targets, built 10-year forecast models to understand the valuation of a business, as well as partnered with owners to create an 18-month runway to maximize valuation exits. I work best with executives and owners who value their time and looking for a strategic partner to help them drive their business forward. Look forward to the opportunity to partner together to achieve your goals.

Shareholder relationships
Shareholder Relationship
Process Optimization
Leadership Development
Capital Markets
Decision Making
Mergers & Acquisitions
Portfolio Management
Strategy
Project Management
Finance
Business Management
Strategic Planning
Financial Planning
Forecasting
Financial Projection
$67 hourly
- 0.0/5
- (0 jobs)
Results-driven Scrum Master and Project Manager with 8 years of experience leading cross-functional teams in the financial, healthcare, retail, logistics and technology sectors. Specialized in Agile methodologies, adaptable to hybrid management approaches, and skilled in implementing Scaled Agile frameworks (SAFe). Proven ability to facilitate Scrum ceremonies, remove obstacles, and ensure on-time delivery of customer-focused products and services. Recognized for cultivating enduring client relationships. I can help you with your agile practices and processes, complete project management, strategic consulting, Scaled Agile framework.

Shareholder relationships
Waterfall
Microsoft Power BI
Azure DevOps
Microsoft 365 Copilot
Shareholder Relationship
Change Management
Product Backlog
Agile Software Development
Microsoft Excel
Jira
Scaled Agile Framework
Project Management
Scrum
Microsoft Project
Agile Project Management
$110 hourly
- 0.0/5
- (0 jobs)
I am a Senior Sales Executive with over 30 years experience in leading and managing transformative business solutions. Known for my authentic leadership style, my focus is to foster trust and inspire stakeholders / project teams to deliver business outcomes that drive productivity and enhance customer and employee experiences. With high emotional intelligence, I develop confident customer relationships that elicit critical insights for effective solutioning and value maximization. Adept at building and positioning Business Analysis, I have been very successful at gaining CXO level endorsements on the financial and operational value of my business proposals. As a creative problem solver, I am able to repair damaged relationships and improve client satisfaction. My expertise spans all aspects of sales and prospect management, including global sales pursuit, solutioning, pricing, P&L, negotiations, transformation, delivery, and client management. I specialize in creatively constructing and negotiating highly profitable agreements, most of which renew into virtual annuities. I live my life with honesty and integrity and demonstrate a strong work ethic in my business and personal life. I would appreciate the opportunity to work with you and devote my broad skills to helping you successfully deliver and exceed your business & personal outcomes.

Shareholder relationships
Legal Writing
Contract Negotiation
Gap Analysis
Requirement Analysis
Pricing Strategy Consulting
Sales Strategy
Managed Services
Business Process Reengineering
Business Innovation
Problem Resolution
Active Listening
Shareholder Relationship
Team Building
Agile Project Management
Sales Leadership
$120 hourly
- 0.0/5
- (0 jobs)
Hello! I’m Donna, an award winning paralegal with 30 years of hands-on experience in corporate law. I specialize in delivering tailored legal support that enables businesses to navigate complex legal landscapes with confidence and clarity. My experience spans multiple industries, from technology and real estate to manufacturing and hospitality, allowing me to bring a comprehensive perspective to every project. How I Can Help You My mission is to streamline your legal processes so you can focus on what you do best—growing your business. Here’s how I can support you: - Corporate Law and Business Advisory: From contract drafting to strategic counsel, I ensure your business has the legal foundation it needs to thrive. - Mergers and Acquisitions: I provide seamless support in transactions, due diligence, and compliance to safeguard your interests. - Comprehensive Contract Management: With extensive experience in drafting, reviewing, and managing contracts, I help protect your business at every stage. - Intellectual Property and Data Privacy: I secure your brand and assets, ensuring compliance with evolving privacy regulations. - Employment Law and Compliance: I assist in establishing fair and compliant employment practices to foster a productive, risk-free environment. Whether you’re looking for long-term support or assistance with a specific project, I’m here to provide the experienced, reliable paralegal support you can count on. Let’s discuss how my expertise can add value to your business. Best regards, Donna

Shareholder relationships
Legal Drafting
Legal Pleadings
Legal Research
Document Analysis
Rental Agreement
Shareholder Relationship
Deed
Contract Law
Disclaimer
Terms & Conditions
Privacy Policy
Copyright Law
Corporate Law
Intellectual Property Law
Contract Drafting
$45 hourly
- 5.0/5
- (1 job)
🚀 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗲𝗱 𝗽𝘂𝗯𝗹𝗶𝗰 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 𝗯𝘆 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲. 🛠️ 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗱 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝗻𝗱 𝗿𝗲𝘃𝗮𝗺𝗽𝗲𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻. 🤝 𝟭𝟱 𝗬𝗲𝗮𝗿𝘀’ 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀, 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲 💼$𝟳𝟰𝗠+ 𝗶𝗻 𝗠&𝗔 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝘀 | 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗕𝘂𝘆𝗼𝘂𝘁 𝘃𝗶𝗮 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 🌍 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗕𝗿𝗶𝗱𝗴𝗶𝗻𝗴 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝘁𝗼 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗲 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 🏆 Trusted by Top-Tier Analysts: In my career, I’ve had the privilege of collaborating with some of the most respected analysts in the industry, including: 🔹 Duffy Fischer (Barclays) 🔹 Tom Burlton (Berenberg) 🔹 Steve Byrne (BofA Securities) 🔹 David Begleiter (Deutsche Bank) 🔹 Laurent Favre (Exane BNP Paribas) 🔹 Bob Koort (Goldman Sachs) 🔹 Laurence Alexander (Jefferies) 🔹 Kevin McCarthy (Vertical Research Partners) *Their Testimonials Coming Soon. Just restarted my Upwork account to focus on my core expertise.* These partnerships have equipped me with a deep understanding of buy-side and sell-side expectations, allowing me to effectively align company narratives with investor priorities and market dynamics. 𝗛𝗼𝘄 𝗜 𝗔𝗱𝗱 𝗩𝗮𝗹𝘂𝗲 𝘁𝗼 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀: ✅ Crafting Compelling Investor Narratives I help businesses tell a powerful growth story to investors, leveraging strategic communication and tailored narratives to position your company as an attractive investment opportunity. ✅ Driving Valuation Growth By reshaping your go-to-market narrative and aligning it with market expectations, I can help you unlock higher trading multiples and secure greater analyst and investor confidence. ✅ Executing Strategic Investor Engagement Whether it’s roadshows, one-on-one investor meetings, or large-scale analyst events, I will represent your business professionally to attract long-term investors and diversify your shareholder base. ✅ Optimizing Strategic Positioning I analyze peer benchmarks and competitive landscapes to refine your go-to-market strategy, ensuring your business stands out to investors and stakeholders. ✅ Enhancing Global Comparability I specialize in aligning financial data with international accounting standards (IFRS/US GAAP), ensuring your financial story resonates with global stakeholders and leads to improved valuations. ✅ Optimizing M&A Opportunities From assessing deal feasibility with robust financial modeling to navigating due diligence and post-deal communication, I guide businesses to close strategic acquisitions or divestitures with confidence. ✅ Building Investor Confidence By fostering relationships with buy-side and sell-side analysts, I create an open line of communication that keeps your company narrative aligned with market expectations, encouraging higher target prices. 𝗪𝗵𝘆 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗪𝗶𝘁𝗵 𝗠𝗲? ✅ Investor Relations Leadership More than a decade of success in managing investor narratives, roadshows, and strategic communications. 🔎 In-Depth Analyst Collaboration Trusted by leading analysts and portfolio managers to provide clarity and insight into complex financial structures. 📊 Proven Results Demonstrated ability to reshape perceptions, achieve higher valuations, and drive successful outcomes for organizations. 🌍 Global Perspective Expertise in international accounting standards and their impact on valuation. 💡 Actionable Insights I’ll ask the right questions, anticipate challenges, and bring a data-driven approach to support your goals. 🤝 End-to-End Support Whether you’re preparing for an Analyst Day, planning a roadshow, or navigating M&A opportunities, I bring the skills to deliver results. 𝗥𝗲𝗰𝗲𝗻𝘁 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 1. Led Analyst Day Created and delivered a transformative presentation that redefined the company’s growth story, leading to a 15% market valuation increase. 2. Strategic Roadshows Organized and attended investor roadshows across Europe and the U.S., securing a broader, long-term investor base and reducing stock price volatility. 3. Reshaped Narratives Engaged extensively with analysts to explain the inadequacy of traditional valuation methods, resulting in higher price targets and a successful buyout. 4. Bridged Accounting Standards Addressed disparities between IFRS and US GAAP to enhance peer comparability, increasing investor and analyst confidence. 5. $74M in M&A Deals Conducted valuations, due diligence, and negotiations for acquisitions that became cornerstones of the company’s growth strategy. 📊 Ready to transform your investor communications, financial modeling, or valuation strategy? Invite me to your project, and let’s discuss how I can help.

Shareholder relationships
Finance
Pitch Deck
Presentation Design
Business Presentation
Shareholder Relationship
Public Relations Strategy
Corporate Strategy
Corporate Finance
Financial Analysis & Valuation
Financial Analysis
Financial Modeling
Financial Presentation
Public Relations
Investor Overview
Investor Roadshow
$25 hourly
- 4.4/5
- (14 jobs)
Hi, I’m Lyzz! A dedicated professional with over 7 years of experience in executive assistance, project management, and business operations. I specialize in helping entrepreneurs, business leaders, and teams streamline their daily operations, stay organized, and achieve their goals with precision and efficiency. As the founder of The Virtual Warrior and with a background as Chief Operating Officer of WIGZ Marketing Solutions, I’ve honed my skills in managing complex schedules, overseeing projects, and ensuring seamless communication across teams. My expertise includes: Project Management: Skilled in Asana, ClickUp, and other project management tools to keep tasks on track and meet deadlines. Document Management & Organization: Proficient in Google Suite and Microsoft Office for document creation, organization, and efficient file management. Communication & Client Relations: Experienced in handling high-level client communications and team coordination via Slack, email, and CRM platforms like Salesforce. Operations & Workflow Optimization: Skilled in creating and implementing systems that increase productivity and help leaders focus on strategic growth. Beyond my professional skills, I bring a genuine passion for helping others stay organized and thrive. I’m highly proactive, detail-oriented, and adaptable, thriving in fast-paced environments where priorities can change quickly. My goal is to provide exceptional support that allows you to focus on what you do best. If you’re looking for a reliable, organized, and experienced partner to help take your business to the next level, let’s connect!

Shareholder relationships
Personal Injury Law
Legal Assistance
Fraud Detection
Typing
Time Management
Office Administration
Microsoft Office
Customer Service
Litigation
Shareholder Relationship
Written Comprehension
Data Entry
Accounting
Family Law
$25 hourly
- 5.0/5
- (2 jobs)
Bilingual project manager specializing in client integrations and implementations. 2+ years experience ensuring project success through effective communication and timely delivery.

Shareholder relationships
Process Improvement
Process Design
Account Management
Strategy
Retail
Shareholder Relationship
Sales
Customer Service
Communications
Retail & Consumer Goods
$36 hourly
- 0.0/5
- (0 jobs)
About 𝐇𝐞𝐥𝐥𝐨! 𝐈'𝐦 𝐇𝐚𝐧𝐧𝐚𝐡 𝐑𝐞𝐢𝐬𝐬𝐦𝐚𝐧𝐧, accomplished Enterprise Customer Success Manager & US Navy veteran. I excel at enhancing customer experiences, optimizing customer engagements, and building long-lasting partnerships. I have special interests in AI and data. Most recently, I managed a portfolio of 80 accounts in a B2B SaaS environment, specializing in enterprise commercial & government clients. I leveraged my talent for customer relationship management to ensure a seamless customer experience across all touch points, from onboarding & account expansion throughout the entire customer lifecycle. By proactively monitoring customer health scores, revenue potential, and end-user data, I was able to advocate for clients, leading to increased customer engagement, revenue growth, and consistently strong Net Promoter Scores (NPS). My customer-centric approach encourages a comprehensive understanding of customer needs, proactive support, and authentic communication throughout the customer journey. 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞: Mobile Device Management | Retail | Military 𝐅𝐨𝐫𝐦𝐚𝐥 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧: • Master of Science, MS, in Business Intelligence • Bachelor of Arts, BA, in Mass Communications • Certificate in Information Technology • Certifications: Certified Scrum Product Owner (CSP0), Certified ScrumMaster (CSM), and Jamf 200

Shareholder relationships
Shareholder Relationship
SaaS
Project Workflows
Artificial Intelligence
Account Management
Organizational Plan
Data Analysis
Project Management
Customer Relationship Management
Customer Experience
Community Management
Technical Project Management
Customer Service
$55 hourly
- 0.0/5
- (0 jobs)
I am a modern-day MacGyver for Business. Through adaptability and a proactive approach, I create thoughtful solutions that enhance business productivity, uphold organizational values, and drive meaningful impact. CORE COMPETENCIES Event & Meeting Strategy, Coordination & Delivery Travel & Logistics Coordination Calendar Management Project Management Expense Reports Vendor Management and Customer Service New Hire Onboarding Operations & Process Development TECHNICAL SKILLS Microsoft Office Google Suite SharePoint SAP P2P SAP Concur Expense & Travel Zoom DocuSign Avigilon, formerly Openpath Building Management Software Procore Condeco Amazon Business Brex Slack ChatGPT

Shareholder relationships
HR Policy
Immigration
Shareholder Relationship
Relationship Building
Travel
Culture
Policy Development
Customer Service
Calendar Management
Business Operations
Project Management
Presentations
Organizer
Event Management
Virtual Assistance
$35 hourly
- 0.0/5
- (1 job)
Thanks for viewing my profile! I am seeking opportunities to collaborate on projects that involve, project managing, visual merchandising, product development, & web design. My soft skills; results-orientated, organized, and adaptable, have pioneered my growth in over 10 years of experience in the retail and home improvement industry. Seven years hands-on experience with, Forever 21, The Home Depot, PetsMart, & Ballard Designs, led me to excel in: - project planning - visual styling - set installment - customer service I currently work for a nonprofit to establish brand development for their social enterprise. My skills are centered around building web themes (Shopify) and brand templates (Canva), developing campaigns and managing shareholders during launches, and engaging with customers and wholesale clients. Within the last 3 years, I have developed experience in: - brand development - project managing - product development - customer relationship management I am excited to start my next project, and hope it's you!

Shareholder relationships
Shopify Theme
Shareholder Relationship
Set Design
Product Development
Organizer
Project Management
Canva
Microsoft Excel
Product Design
Inventory Management
Retail & Wholesale
Brand Development
Lifestyle Photography Staging
Visual Merchandising
Customer Experience
$70 hourly
- 0.0/5
- (0 jobs)
Hello! I'm a highly experienced Chief of Staff and Executive Assistant with over 20 years of expertise in executive support, project management, and business operations. My career has been dedicated to driving organizational efficiency and supporting leadership teams in achieving their strategic goals. What I Do Best: -Leadership and Strategic Planning: I have a proven track record of collaborating with stakeholders to design and implement competitive benefits and compensation packages. My efforts in raising capital and preparing for IPOs, overseeing investor relations, shareholder communications, and regulatory compliance, have ensured successful transitions to publicly traded companies. - Human Resources and Recruitment: I excel in spearheading recruitment initiatives, sourcing diverse talent, and guiding the onboarding process to build a cohesive and skilled workforce that aligns with organizational values. My hands-on experience in technical recruiting includes sourcing agencies, conducting interviews, and managing job listings to meet dynamic startup needs. - HRIS Implementation: I have successfully implemented HRIS systems, managing the process from start to finish, including training and company-wide rollout. My responsibilities included onboarding and offboarding, device setup, learning management, applicant tracking, and developing an employee handbook. - Project Management: With a strong ability to manage complex projects, I ensure alignment with organizational objectives. I have coordinated high-level meetings, handled a high volume of communications, and played a key role in the IPO of a digital media and technology company, contributing to investor interest and shareholder communications. -Cross-functional Team Leadership: My leadership skills extend across various functions, ensuring effective collaboration and achieving collective success. I have led efforts in streamlining business initiatives and driving program management to meet organizational goals. I am passionate about working with dynamic teams and helping organizations thrive. If you're looking for someone who can bring strategic insight, operational efficiency, and a proactive approach to your team, let's connect!

Shareholder relationships
Termination
Crisis Management
Executive Support
Email Management
Calendar Management
Shareholder Relationship
Investor Roadshow
HRM Labs HRIS
Strategic Planning
Employee Relations
Recruiting
Employee Onboarding
Cross Functional Team Leadership
Project Management
Management Skills
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