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Clients rate Strategic Planning specialists
Rating is 4.8 out of 5.
4.8/5
based on 941 client reviews
  • $65 hourly
    You have a unique ability and you want to focus on doing what you do best and love to do the most. Likely, it isn’t managing your learning products, designing your Thinkific site, or making sure the geeky back office bells and whistles are working. Otherwise, you wouldn't be here, would you? I am passionate about building eye-catching Thinkific sites so you can share your brilliance and transform lives! Not sure if Thinkific is the right platform for you and your business? Check out my Development & IT Consultation opportunity (light blue image) below as a starting point. TESTIMONIALS FROM MY PREVIOUS UPWORK CLIENTS "Absolutely outstanding experience working with Patti. She is extremely talented and a pleasure to collaborate with!" "From the initial conversation, I knew Patti was the best fit. Her attention to detail, big-picture business thinking and creative graphic design blended together to create a beautiful (Thinkific) online course presence." "(Patti) is extremely knowledgeable, created a wonderful design, and really helped us launch our Thinkific website without any major hurdles." YOU'RE IN THE RIGHT PLACE IF… …You've decided to start teaching online - that's GREAT! …You're an instructor already running a successful training, consulting, or coaching business - SAVVY business decision! …You're moving your online education business to the Thinkific platform - SMOOTH move! Full disclosure: you're not in the right place if you need scripting, coding or programming - those skills are not in my wheelhouse (yet!). NOT MANY FREELANCERS ARE WILLING TO GUARANTEE YOU WILL LOVE THEIR WORK Your satisfaction is my top priority for one-time and long-term projects. You will have multiple opportunities to view my work, collaborate with me, and be confident to take your next steps. The key to our project success will be communication, communication, communication! YOU ONLY GET ONE OPPORTUNITY TO MAKE A FIRST IMPRESSION Let's discuss your Thinkific project and make YOUR first impression a great one! Click the INVITE TO JOB button on​ this page, and I'll get back to you ASAP. Warmly, Patti
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    Project Planning
    Elearning
    Learning Management System
    User Flow
    User Experience
    Training Online LMS
    Thinkific
    Elearning LMS Consulting
    Instructional Design
    Course
    Strategic Plan
    Online Instruction
    Mind Mapping
  • $240 hourly
    EXPERT AIRBNB ADVICE YOU CAN TRUST ⭐ I'll give you a high-earning 5-star Airbnb, or help you plan an exit strategy. Message me to learn how I can help, or keep reading for more details.⭐ I am a top tier Airbnb expert (host and consultant) with an established record of helping my clients beat market averages in both occupancy and earnings - I know what it takes to make your property succeed on Airbnb. Let's boost your bookings and revenue together! 🌐 **Are you seeing a drop in bookings?** You're not alone. The Airbnb market is packed with new listings, and many owners are struggling. My clients continue to secure bookings, and I can help optimize your listings to outshine the competition. Not sure if vacation rentals still make sense? I can forecast your earnings and help you plan an exit strategy if needed. 💰 Budget-Conscious Options for Existing Listings (with Estimated Hours) 1️⃣ Consulting Calls ($240/hour): You'll get targeted advice on how to get more bookings. *(1 hour)* 2️⃣ Pricing Analysis ($480 for 2 hours): Gain a competitive pricing strategy with a detailed spreadsheet with data from your market. 3️⃣ Intensive Listing Checkup ($595 for 3 hours): I'll optimize your listing to increase bookings and earnings. 4️⃣ Strategy Report ($995 for 5 hours): Obtain a comprehensive report for short-term earnings and long-term SEO strategies (includes Pricing Analysis). 🚀 For New Listings 🎨 Listing Setup: Do it right the first time. Includes a content strategy, target guest profiling, content creation for all listing fields, pricing research, photo captioning, and SEO optimization. 💼 The Result: A fully optimized, guest-ready Airbnb listing! 💵 The Cost: Most clients spend between 5-10 nights of rental income for an expertly optimized Airbnb listing ($750-$2,000). 🔧 Additional Services 📜 Guest Message Templates: Save time, improve listing visibility and get better reviews with personalized message templates; $480-$960 depending on research needs. 🔍 Financial Analysis: Understand the financial dynamics of your listing, including realistic potential earnings - don't lose out by believing revenue management software companies. 💼 Enterprise Consulting: From managing employees to leveraging automation services, I'll help you streamline your Airbnb enterprise. ❤️ With a genuine passion for hospitality and a deep understanding of Airbnb's systems and third-party software, I'll help you unlock the true potential of your property. Let's make your Airbnb stand out and help you earn more. I'm excited about working with you! Best, Sarah
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Space Planning
    Price Optimization
    Communications
    Hospitality
    Hospitality & Tourism
    Strategic Plan
    Travel Planning
    Business Consulting
    Process Improvement
    Content Writing
  • $58 hourly
    I am an experienced U.S. degreed accounting professional and CPA candidate. Reducing income tax starts with accurate financial statements prepared with current tax laws in mind. Unreconciled business bank and credit card accounts can leave out income and expense transactions leading to an over or under statement of busness net income. Financial decisions can be made successfully by determining after tax profitability. Important in 2024, foreign and domestic for profit entites that are formed and registered in the United States (U.S.) are required to file a Beneficial Owner Informaton (BOI) Report unless exempt. Newly formed businesses in 2024 will need to file the BOI Report within thrity (30) days. Most existing small businesses will need to file the BOI Report by December 31, 2024. Clean vehicle sellers and dealers should register with Engery Credits Onine. Bonus Depreciation for Federal income taxes is 80% in 2023. The Inflation Reduction Act enacted for 2022 increases the tax credit for solar installions, included are tax credits for installations of engery efficient windows, doors, water heaters, furances, air-conditioners, and an electric vehicle tax credit increase of $7,500 to $4,000 for purchases of particular models in 2023. Buyers of clean engery vehicles will receive a Time of Sale Report from the dealership to file with their tax returns starting in 2023. Quarterly United States (U.S.) estimated Federal income tax deposits are due by the 15th of the following month. The American Rescure Plan Act of 2021 changed the filing requirement for Forms 1099-K for payment card and third-party network transactions (TPSOs). There is a requirement for Credit Card Payment Facilators to send Form 1099-K to payees who have payment card transactions of $600 or more in 2023. The mileage rate for vehicle business use has been increased to 65.5 cents per mile for the last six (6) months of 2023. The Qualified Business Deduction (QBI) is a twenty percent (20%) deduction for qualified taxable income less any net capital gain for the tax year. The QBI 20% deduction is available through 2025. Bonus depreciation is available through 2026 with a reduced rate each year. The (IRS) requires Schedules K2 and K3 reporting beginning in tax year 2021 for U.S. partnerships, foreign individuals, and S-Corporations with items of international tax relevance. Some state sales tax laws requires Online providers to collect and remit state sales tax if remote sales in the state are $100,000 or more. Most other states have similar laws for remote sellers and marketplace facilitators. International tax payers may have Tax Treaties with the U.S.. I have over ten (10) years of experience in bookkeeping, GAAP accounting, Federal and state tax filings, and business support. I have real estate, renewable energy, e-commerce, service, medical, and tech industry experience. I offer intelligent business support, excellent problem solving, and leadership skills. I have successful Upwork virtual work experience. I have QuickBooks Online, QuickBooks Online conversion, and clean-up experience. I use Excel reporting and analysis. Best results are obtained by applying best practices, current Generally Accepted Accounting Principles (GAAP) and U.S. tax law. Converting your business accounting to a cloud based accounting software, like QuickBooks Online is a smart decision because of the quick access to financial data worldwide, robust reporting, and easy account maintenance. Technological advances have eliminated the importance of location making virtual business partnerships efficient and effective. Net present value, ROI, capital budgeting, and other capital investing models and analysis support executive decision making. A periodic examination of financial ratios for business such as Asset Turnover, Return on Assets, and Return on Equity can show relative success, cost savings, and a company's operating effectiveness. The goal is a larger return on equity for sustainability.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Accounts Payable Management
    Financial Modeling
    Accounts Receivable Management
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Bookkeeping
    Microsoft Excel
    Financial Analysis
    Strategic Plan
  • $199 hourly
    Marketing strategist with 17 years of experience. I'm helping my clients to define growth strategies, find new markets, reach potential customers/consumers, set up digital marketing, build websites, design brands and marketing communications. My clients vary from small and medium to large businesses and corporations like Mastercard, Pepsico, McDonald's. I've developed and implemented marketing strategies across different regions: USA, United Kingdom, Germany, Poland, Ukraine, Russia, Kazakhstan, Saudi Arabia and many others. I also have a large team (73 people) of market analysts, designers, media experts that can execute any kind of marketing job needed.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Brand Strategy
    Brand Positioning
    Product Design
    Brand Consulting
    Strategic Plan
    User Experience Strategy
    Communication Strategy
    Digital Marketing Strategy
    Social Media Marketing Strategy
    Market Analysis
  • $95 hourly
    I bring more than 20 years of practical experience in strategy planning, business research, and business analysis. This includes over a decade as a Senior Management Consultant and Program Manager with IBM’s Global Business Services, spearheading their Global C-suite Study program across the Asia-Pacific and Middle Eastern regions. My management consulting expertise covers: • Business strategy / operational alignment • Capability-based planning • Organizational redesign to optimize business performance
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Growth Strategy
    Operational Planning
    Business Strategy
    Business Plan
    Business Planning & Strategy
    Business Operations
    Business Transformation
    Strategic Plan
    Strategy
    Organizational Design & Effectiveness
    Business Modeling
    Business Consulting
    Management Consulting
    Business Analysis
  • $80 hourly
    As a PMP certified project manager I have more than 10 years of experience working on projects. I've implemented numerous software and hardware systems across different business environments and overseen infrastructure projects ranging from remodels to new construction. As the director of a PMO I created and implemented processes to improve project efficiency and allowed adaptation to each project to ensure successful project completions. From detailed project plans, to open communication channels, accurate and accountable project reporting or new project processes and templates, I'm here to help you achieve your project goals. You've implemented Smartsheet and now you need to take it to the next level. As a Smartsheet Product Certified user with over 8 years of Smartsheet experience. I have experience creating numerous workflows, project plans, dashboards and reports. Let me help you maximize your Smartsheet investment.
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    Project Management Office
    Smartsheet
    Project Portfolio Management
    Project Management Professional
    Process Improvement
    Project Management
    Strategic Plan
  • $65 hourly
    Hello! I'm a trilingual (English 🇬🇧, Spanish 🇪🇸, Portuguese 🇵🇹) expert in restaurant consulting with a specialized degree in Food Industry Management. I marry academic excellence with hands-on experience to boost your business 🚀. My offerings: Strategic Management & Business Analysis 🎯: I craft custom strategies to steer your business towards success. Delivery App Optimization 📲: I enhance your visibility and profitability on popular platforms. Operations Advisory 📋: I streamline operations for efficiency in both back and front of house. Menu Engineering 🍽: I remodel your inventory for cost-effectiveness and customer delight. IT Consulting 💻: I advise on tech integrations for a competitive edge. Tech Implementation 🧩: I roll out and manage tech solutions to boost your efficiency. Financial Analysis 💰: I perform comprehensive financial forecasts for sustainability. With proficiency in ERP systems like Toast, 7shifts, Popmenu, Foodager, UberEats Manager, DoorDash Manager, GrubHub Manager, and project management tools like Asana and Notion, I bring a tech-centric approach to consulting 🔧. I've served a diverse range of clientele from full-service restaurants 🏪, limited-service venues 🍔, hotels 🏨, food trucks 🚚 to ghost kitchens 👻. Seeking to refine your delivery strategy, tech implementation, or operations? Let's collaborate to formulate your winning strategy! 🤝
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    Restaurant
    ERP Software
    Financial Analysis
    IT Chef Restaurant Manager
    Business Operations
    Market Analysis
    Business Management
    Business Analysis
    Quantitative Research
    Report
    Strategic Plan
    Consumer Goods
    Food & Beverage
  • $60 hourly
    I am Certified Human Resources Professional with fifteen years of successful Recruiting and Organizational Management experience. I provide innovative solutions to various size companies to help you acquire talent and grow. Throughout my career I have supported various industries to include government contracting companies. I have been responsible for building Recruiting Teams, developing recruiting strategies, policies and procedures for Fortune 500 companies. I have helped reduce the time to fill, coordinate, manage and support all aspects of the recruiting process to include: job announcements, interview process, recruiting databases, website & job board postings, job fairs, social media recruitment, and marketing and branding. I have also created proactive sourcing strategic to achieve company goals. I look forward to providing you innovative solutions to meet your company needs. If you are a small employer looking to outsource your Recruiting look no further !! Organizational Management Services: Applicant Tracking System Configuration, implementation and user training Design and develop recruiting structure to align with company strategy Development of metrics Policy and procedure creation for compliance Process Improvement Certifications: Certified Society of Human Resource Management (SHRM) Professional Certified Strategic Workforce Planning by the Human Capital Institute Achievements Placed 300+ candidates in 30 days Stood up $250M federal contract and achieved a 95% fill rate in the first 30 days Created SOP's, workflow process Average time to fill rate less than 30 days Interview to hire ratio 2:1 Competencies Federal contracting recruiting experience Full life cycle recruiting Technical Recruiting Cleared Recruiting Executive Recruiting Proposal Recruiting Job Description creation and analysis Job Classification Onboarding Sourcing Interviewing Salary negotiation Applicant Tracking System Implementation Organizational Management Strategic Workforce Planning Forecasting Social Media Recruiting Knowledge of federal employment laws Boolean search
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Customer Relationship Management
    Resume Writing
    Organizational Development
    Applicant Tracking Systems
    Sourcing
    Human Resource Information System Implementation
    HR & Recruiting Software
    Human Resources Consulting
    Business Process Automation
    Government & Public Sector
    HR & Business Services
    Candidate Interviewing
    LinkedIn Recruiting
    Recruiting
    Resume Screening
  • $100 hourly
    ⭐⭐⭐⭐⭐I work with entrepreneurs to: 1. Solve their most critical problems, 2. Create and deliver value. An accomplished MBA, I am the principal consultant of a management consulting practice with over a decade of experience working with SME's on competitive business intelligence and strategy development. I offer consulting services that will support your business to thrive. My expertise includes: ✔Business plans ✔Market research (including feasibility reports) ✔Financial planning and forecasts ✔Risk analysis ✔Strategic design, development and execution ✔Governance ✔Sustainability ✔People Management My Background ✔ Over a decade working with SME’s in idea, start-up and growth phase ✔ Strong background managing teams of 100+ across multiple locations ✔ Experience in many areas of business, including but not limited to Process Improvement, HR, Procurement and Supply Chain Development, Marketing & Promotions, New Product Development (NPD), Category Management, Restructures, Customer Experience and Project Management. My Qualifications ✔ Bachelors Degree: Business Management ✔ Masters Degree: Business Administration (MBA) honours ✔ Graduate of the Australian Institute of Company Directors ✔ Member of the Chartered Institute of Procurement and Supply Chain CIPS ✔ Certificate I, II, III & IV in Retail Operations ✔ Certificate III in Information Technology How I Can Help * Ideas Phase: If you have an idea but aren’t sure where to start, I’m here for advice. I can help with your market research and designing your business model as well as integrating your objectives/mission with market gaps. I can also build your business plan inclusive of market analysis and financials, as well as a pitch deck for raising capital. * Pre-Launch Phase: If you have already got some information together and need some help refining your business model, business plan, devising your Go-To-Market Strategy or other advice, I can consult. * Start-Up Phase: If you’ve already launched and are looking to develop systems/structures/processes to ensure the business and employees are working towards goal attainment and achieving the strategic vision, I can help. I can create dashboards to capture how your organisation is progressing using the Balanced Scorecard approach to set out SMART goals and appropriate KPI’s. We can also review your 2- and 5-year plan to consider milestones. * Growth/Change Phase: If you are looking to take your business to the next level, diversify your offering, enter new markets or re-structure I can consult on all of this, including new market research, risk assessments and new business plans. * Learning: If you prefer a coaching/mentoring relationship so you can navigate these processes with guidance to build on your business skills for the future, or just require the support to move forward from wherever you are - I can coach you. You can expect an honest and transparent approach when working with me, I am reliable and a collaborator, taking into consideration your feedback and organisations requirements. My goal is to provide you with what you need to create and sustain your competitive edge, make evidenced-based decisions from sound market analysis, follow your road-map to success and feel supported throughout your process. **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Business Writing
    Entrepreneurship
    Management Consulting
    Business Consulting
    Business Development
    Business Coaching
    Strategic Plan
    Financial Modeling
    Startup Consulting
    Financial Analysis
    Business Plan
    Market Analysis
  • $175 hourly
    Hello. Greetings from Nashville. Thanks for taking a look at my profile. I provide c-level Fractional Sales and Marketing services to SMBs and entrepreneurial start-ups. To cover my qualifications: - 11 years on Upwork. I am a full-time freelancer and put my Upwork work first. I work only on-platform and know how to maximize client cost-effectiveness through responsible recording of time, sticking to the agreed-to-budget, and producing work that is appreciated for its value. - Expert Vetted This means I have been pre-screened through 1:1 personal interviews by the Upwork Talent Team. My projects have been checked to verify that they represent expert-level work delivered to many clients over a period of years. Upwork displays this badge only to "Enterprise Clients". I can send a screen shot of this badge from my profile. It distinguishes my services as top 0.5% across all Upworkers. - Personally | +150 projects and +5000 work hours completed. This has amassed a profound basis of experience and expertise within me. - 35 years in business. I entered the corporate workforce in 1986. I bring deep business experience to my projects. From 1990 to 1997, I led the sales and marketing function for a start-up that grew from 10 people to 600 in six years. We then sold the firm for more than $70 million. The early-ins did well financially. Since then, I have been financially secure and built my life around a wonderful career as a sales consultant, C-level executive, Digital Marketing Agency partner, and writer. - salesQB Licensee I am a salesQB licensee and expert in delivering the salesQB fractional CSO methodologies, approaches, and services. SalesQB is the nation's leaving Fractional CSO consultancy, with more than 90 QBs located nationwide. I cover the Nashville metro area locally and am a Remote Services specialist for firms located across the country. ____________________________________________________________________________ Education | Sales Training - My educational credentials include a: BS in Electrical Engineering (Texas A&M, '84) MBA in Finance (Texas A&M, '86). - I have formal sales training from: NCR | Major Account Sales IBM | Major Account Sales Miller Heiman.| SMB to SMB and B to Corporate gold standard of sales training _______________________________________________________________________________ Here is a list of my personal focus areas in service. Please keep in mind I have worked on more than 150 major projects on Upwork, so I have developed a lot of skills! - Strategic Consulting | C-level Fractional CSO Services I provide "C-level" management consulting, market strategy analysis, cash flow analysis, and business plan development services. Downstream from this, I have delivered strategic research services, developed complex marketing plans, installed marketing-sales infrastructure, and provided sales executives with training in complex sales processes. - Strategic Consulting | Lead Generation, including SDR and Digi Marketing Through alliances with leading Digital Marketing consultancies located worldwide as well as my own SDR prospecting services, I have delivered led lead generation projects spanning PPC, SEO, Social Media Management, branding, and content-push. - Business and Technology Writing In 2007, to celebrate my 'mid-life crisis', I bought a nice sailboat, moved to Key West, and decided to become a writer. This was the genesis of my Upwork career. Since then, I have completed more than 60 writing projects, including every form of major business writing: websites, social media content, print materials, information sheets, sales collateral, and blogs. On the blog side, I am a ghostwriter-published content creator for Forbes Online. _______________________________________________________________________________ I provide pro bono services upfront to learn your business model, gain knowledge about the project, and form my proposal. This typically includes 3 to 4 calls and multiple email communications to make sure I understand the project completely before I quote time and effort. Thank you for your time, and have a great day! John
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Writing
    Website Copywriting
    SEO Strategy
    Sales Management
    Investment Research
    SEO-Based Website
    Business Process Reengineering
    Business Process Modeling
    Marketing Strategy
    Financial Analysis
    Business Plan
    Strategic Plan
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $250 hourly
    🌟 TOP 0.1% EARNER | $750,000+ | EXPERT-VETTED | Transformative Fractional CFO 🌟 Welcome to my profile! With a proven track record of optimizing profitability and scaling up companies, I specialize in providing senior-level fractional CFO services to propel businesses to new heights. I am dedicated to driving transformative growth as a senior-level fractional CFO. With a Kellogg MBA and a wealth of experience founding and exiting startups, coupled with my 20 + years , I bring a unique blend of strategic insight and operational expertise to every project. ★★ FRACTIONAL CFO Services ★★ STRATEGIC FINANCIAL PLANNING: Crafting robust strategies for sustainable growth and profitability. MANAGEMENT OF ACCOUNTING OPERATION: Streamlining financial processes for efficiency and accuracy. STARTUP FUNDING: Expertise in developing investor pitches and negotiating term sheets. M&A SUPPORT: From valuation to due diligence, ensuring successful transactions. SECTOR EXPERTISE: Internet Software/SaaS, Big Data, iOT, AI, Gaming, Online Marketplaces, Health Care, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media and many others. Recently I have been supporting Blockchain-based startups in the development of Whitepapers (Lottery), Business Models (Lottery, Search Advertising, Hedge Fund) and properly valuing Token offers (Lottery). ENTREPRENEURIAL BACKGROUND: Successfully founded and exited multiple startups, understanding the challenges faced by businesses firsthand. ANGEL INVESTOR: Bringing valuable insights from my role as a managing partner at Golden Seeds Angel Group and member of a leading angel investment group. PROFESSIONAL EXPERIENCE: Senior roles in top-tier management consulting firms, advising Fortune 100 companies, coupled with technical expertise from AT&T Bell Labs. EDUCATION: Kellogg MBA, MS in Computer Science, BS in Electronics Engineering. Numerous additional reviews are available for your review on my Upwork profile, affirming my expertise, proficiency, and most importantly, the results I deliver. Notably, Upwork has provided the prestigious title has been conferred upon me of 'Top Rated Plus' (ranking me among the top 3% of talent on the platform) and I have also been 'Expert Vetted' (placing me in the top 1% of talent on the platform). Let us engage in a conversation about your company, your objectives, and the ways in which I can aid you in achieving your revenue benchmarks. Let's chat, Carlos
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    Funding Needs Assessment
    Financial Analysis & Valuation
    Finance & Accounting
    Organizational Plan
    Process Optimization
    Operational Plan
    Mergers & Acquisitions
    Enterprise Risk Management
    Venture Capital Consulting
    Fundraising
    Financial Management
    Strategic Plan
  • $20 hourly
    Sandipan Paul is a highly ambitious and Certified Professional Accountant who is considered as world’s top 1% valuable talent by the top organizations. He has completed his education from Oxford Brookes University, UK and a professional degree from ACCA, UK. His career scope has expanded both locally and globally over the past 10 years. As a young successful professional, he has accomplished his goal as an entrepreneur, investor, and is helping others to achieve their potential in business. He is prudent when it comes to analyzing flow of money and its process. His extensive knowledge in Finance, GAAP, Accounting, Tax and IFRS has made him a noticeable person in both virtual and traditional arena. His style of work is discrete and has logical flow. At the outset, he listens to the problems and requirements of his clients. Following this, he sets a realistic goal with practical solution available within the agreed timeframe. He also measures the risk factors, compliance with financial regulations, data requirement, and documentation. Although he is not a computer scientist, he has strong technological expertise to understand any software application and its process. His objective of any given solution reflects long term effectiveness. He is very much reliable and consistent at delivering not only his projects but at keeping commitments too. Based on his availability of resources and logistics support, he is well advanced in planning and budgeting. He is well adaptive to any transformation throughout the organization and always promotes pro-activeness to stakeholders. Mr. Paul is an example of dynamic leadership among professionals and likeminded followers. His effective communication and delegation skills of allocating tasks to others are impressive which give the staff a scope to streamline any complex process and overcome challenges.
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    Xero
    Bookkeeping
    Microsoft Excel PowerPivot
    Strategic Plan
    Financial Management
    Accounts Receivable Management
    Financial Analysis
    Wave Accounting
    Accounts Payable Management
    QuickBooks Online
    Intuit QuickBooks
    Bank Reconciliation
  • $126 hourly
    I am the Asana Expert you need in your team that will help you optimize your workflows for improved team visibility, goal alignment, and process efficiency with training, implementation and consulting. I'm on a mission to help you build the right structure of teams, projects, and workflow inside Asana and set up powerful automation and integrations in place to ensure all internal and client operations run seamlessly. We will work with you to document your processes and automation within Asana and provide onboarding support and training in a New Way of Working with Asana. ✨ Glow Up your business into a well-oiled machine with they right systems and processes. I can help you with: 🔥 Process Audit & Mapping: This is a holistic approach that aims to improve all of your existing systems. 🔥 Asana Audits, Implementation & Workshops: I will help you build the right Asana Ecosystem for your organization, so that you can manage your projects and workflows with ease. 🔥 Fractional Asana Operations Manager: I'll work with you to achieve your goals, get clarity on your company’s future and scale up your business while still doing what you love. 🔥Virtual Assistance: From email management and schedulling to social media management, market research, you need something done I'll do it for you. I work with the following technologies: ⚡️ Asana ⚡️ Dubsado ⚡️ Google Workspace ⚡️ Slack ⚡️ Trainual ...just to name a few! 🌱 I am the Integrator to Visionaries, let's connect.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Marketing Strategy
    Business Process Automation
    Virtual Assistance
    Social Media Strategy
    Project Management
    Communications
    Business Consulting
    Business with 1-9 Employees
    Automated Workflow
    Process Optimization
    Process Improvement
    Time Management
    Project Workflows
    Asana
    Marketing Automation
  • $35 hourly
    ✅ Strategic Social Media Proficiency: My expertise extends across all major social media channels, including Instagram, Facebook, TikTok, X (Formerly Twitter), and LinkedIn. I am adept at utilizing these platforms to achieve optimal results, creating engaging content that resonates with the target audience. ✅ Advertising Mastery: I thrive in Facebook advertising and Google AdWords, delivering impactful campaigns aligned with organizational goals. ✅ Journalistic Excellence: My outstanding journalistic writing skills enable me to craft compelling narratives that captivate audiences and enhance brand visibility. ✅ PR Acumen: With an advanced understanding of public relations, I am well-equipped to manage the company's public image, fostering positive relationships with key stakeholders. ✅ Leadership and Training: Proven ability to train and motivate teams in social media, PR and journalism roles, fostering excellence. ✅ Effective Communication: Excellent verbal and written skills, complemented by high-level sales and customer service knowledge. ✅ Tech Proficiency: Advanced in Microsoft Office Suite programs for streamlined operations. I am a dynamic professional known for creating impactful online brand awareness through cutting-edge communication technologies. Proficient in training and motivating teams with social media expertise, sales, communication, and work ethic, I specialize in optimizing brand visibility across diverse social media platforms, including Instagram, TikTok, Facebook, X (Formerly Twitter), and LinkedIn. I am enthusiastic about contributing my diverse skill set and making a meaningful impact.
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    Google Ads
    Social Media Website
    Social Media Advertising
    Twitter/X
    Blog Writing
    Facebook Plugin
    Strategic Plan
    LinkedIn
    Journalism Writing
    Instagram
    Copywriting
    Social Media Management
    Public Relations
    Content Writing
    Social Media Marketing
  • $100 hourly
    Zendesk Expert Developer: I have almost 8 years of Zendesk admin-level experience. ** Zendesk Insights retired in Feb 2021. Contact me today for help creating new and improved dashboards with Zendesk Explore! ** I started using Zendesk in 2013 as an agent, then a team lead, and ultimately a director of customer service. I can help your company build a new instance or optimize an existing instance. I stay up-to-date with all Zendesk products and services, so you have a true solutions architect with an eye for great customer service partnering with you along the way. The majority of my projects are from repeat clients, which is a true testament to the work I do. Below are some of my specialties: - Daily operations & workflow creations/optimizations: Macros, triggers, automations, views, custom logic, creative solutions, etc. to help you get the most out of what you're paying for! - Help Center (Guide) and Community (Gather): Let me curate your content and customize the design to match your brand's style guide. My background knowledge in SEO will help drive visitors to your site and get their questions answered fast while deflecting the number of support inquiries. Is there an element of the Help Center that you want customized? I can help. - Chat, Talk, Text: I can help set these channels up and optimize along the way. I also have experience with integrations and third party apps for these channels. Call tracking, text tracking, bots, etc. You name it, I can build it! - Zendesk Explore, GoodData/Insights: Need help understanding key metrics and KPIs? Need help crafting custom reports & dashboards that are meaningful to your executive team? I'm not afraid of custom metrics and using MAQL. This is one of the top specialties I can offer you! Let's discuss your KPIs and go from there! - Training your team & developing scalable customer service strategies: I have experience building, growing, scaling, and sustaining highly efficient customer service teams that WANT to work and WANT to impress your customers. After our strategy buildout and training sessions, your team members will walk away confident with using Zendesk, as well as motivated to achieve high CSAT scores and being true brand advocates vs. just a "call center rep", helping your brand win along the way. Send me a note and I'll be happy to jump on a call to discuss your business needs and get your project launched and completed by your deadline. Cheers!
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Project Management
    Zendesk API
    GoodData
    Typeform
    Zendesk
    Zapier
    Strategic Plan
    Content Strategy
  • $200 hourly
    I am a Top 1% Expert-Vetted Marketing Strategist and Data Analyst who collaborates with companies and their marketing teams to provide strategic consulting. I also have my MBA from Boston University and over 20 advanced certifications from Google and Hubspot including Google Tag Manager and Google Ads certifications. Companies retain my services to implement analytics-based strategies and tie client KPIs to marketing metrics. RECENT CLIENT EXPERIENCE: · Tactical planning including trade, media, programmatic, and digital for a Fortune 100 Consumer Goods and Healthcare Conglomerate with $5.3B annual revenue. · Reused Gartner assets in email campaigns, blogs, and video scripts for an Insurance SaaS company with $26M annual revenue and set new company record of 32% webinar conversion. · Ran Google Ads Campaigns for seven Cardiovascular Devices (Pumps, Stents, etc.) for a Medical Device Company with $34.6B annual revenue. · Market Analysis for insurance market for Medi-Cal leading to market penetration and $1M of PBM contracts for a Fortune 500 Health Solutions Company. · Developed white papers on AI Operating Technology for Columbus, Ohio’s Fastest Growing Technology Startup and facilitate a $50M tech exit to a Fortune 100 company. PREVIOUS EXPERIENCE: -Data Analyst for McLean Hospital in Boston, the #1 psychiatric hospital in the world (U.S. News & World Report), where I published numerous academic journal articles. -MBA Internship at CVS Health in Enterprise Market Strategy -Marketing Consultant for Fortune 100 companies EDUCATION: -MBA from Boston University -Specialization in Health Sector Management and Entrepreneurship -Undergrad Boston College WHAT MAKES ME UNIQUE: Each of my digital marketing solutions is entirely customized to each client’s preferences, quarterly KPIs and company culture. My clients realize unprecedented ROI because of my unique holistic approach to digital marketing, which takes into account: - Comprehensive business and data analytics - Proprietary psychological evaluations of target markets - Attention to financials and ROI Offering By Category: Marketing Analytics - Market research, heat mapping, SEO Digital Marketing - Marketing Strategy, Social Media, Influencer Marketing Marketing Content - White papers, Case Studies, Blogs, Copywriting, Video Script Creation, Email Marketing, Drip Campaigns Services Offered: Email Marketing - Strategy and content for drip campaigns, newsletters, onboarding sequences, lead nurturing emails, and more to promote brands and develop customer relationships. Campaign Management - Reporting, optimization, media buying, and more to create, execute, and monitor all types of marketing campaigns from email to social media to influencers. Display Advertising - Display advertising is a mode of online advertising where marketers use banner ads along with other visual ad formats to advertise their product on websites, apps, or social media. Marketing Automation - Marketing automation is the process of using software to automate marketing actions, allowing organizations to be more effective. Search Engine Marketing - Market research, data mining, list building, and other services to identify and cultivate potential customers through content, ads, social media, email, phone, and more. SEO - Develop strategic opportunities to grow a company by developing partnerships, managing relationships, or identifying unique market opportunities through market research. Social Media Marketing Social media marketing is the process of using organic and paid social media posts and ads to build awareness, promote a brand, and connect with an audience. Brand Strategy - Long term plan for a brand to achieve its marketing and sales goals. Content Strategy - Planning, strategizing, and managing of content and messaging in blogs, video scripts, or social media posts to grow a business or brand. Marketing Strategy - Conduct research and analysis to form your marketing strategy and plan that will achieve your business objectives. Public Relations - Press releases, crisis management, speeches, media outreach, influencer marketing and more to build and maintain a positive image for a business or organization’s public. Social Media Strategy - Defining a business's social media goals and creating a plan to get there through social media marketing.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Content Strategy
    Social Media Management
    Marketing Plugin
    Social Media Advertising
    Social Media Plugin
    Social Media Strategy
    Google Analytics
    Copywriting
    Marketing Analytics
    SEO Keyword Research
    SEO Strategy
  • $60 hourly
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Corporate Finance
    Financial Modeling
    Process Improvement
    Business Process Reengineering
    Business Process Modeling
    Financial Management
    Financial Analysis
    Business Plan
    Business Analysis
    Strategic Plan
  • $150 hourly
    Excited to see your business grow online? I'm here to make that happen! With a blend of over 20 years in business development and marketing and a 13-year journey in digital marketing and online course launches, I'm your go-to expert for transforming ideas into success stories. My passion is crafting strategies for: • In-depth Digital Course, Email Marketing, and Sales Funnel Audits • Tailored Online Course Launch Plans and Marketing Strategies • Crafting Irresistible Client Avatars and Personas • Creative Content and Digital Marketing Strategies • Organic Lead Generation with a Focus on Authenticity • SEO Specialist and Keyword Research As a proud member of Upwork's TOP-RATED and EXPERT-VETTED Program, I'm recognized in the top 1% of freelancers - a testament to my commitment to excellence and client success. Got a unique challenge or don't see exactly what you're looking for? I love getting creative, so let's chat and explore how we can grow your business together! Feel free to drop me a message to book a call. Speak soon, Melanie
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Email Marketing Strategy
    Business Management
    Lead Generation
    Strategic Plan
    Campaign Setup
    Digital Marketing Strategy
    Digital Marketing
    User Flow
    Marketing Strategy
    Email Marketing
  • $150 hourly
    IS YOUR BUSINESS LIKE A BILLBOARD IN THE MIDDLE OF THE SAHARA? WHAT IS YOUR CURRENT MARKETING COSTING YOU IN LOST BUSINESS? CHANGE YOUR FORTUNES with the services of a Brand marketing specialist with an enviable track record and more than 27 years experience in the Australian & international marketplaces. RE-BRAND OR BUILD FROM SCRATCH your brand to connect to your consumers at every touch point and through all imaginable medium out there. IMPROVE YOUR BOTTOM LINE by finding opportunities for growth within your business & developing strategic solutions in your market of interest. My insights can be the difference between MEDIOCRITY and REMARKABLE. With an uncanny ability to uncover flaws and hidden assets, overlooked opportunities and undervalued possibilities, I am mainly interested in stepping outside convention, challenging all flawed assumptions and turning lemons into lemonade through a number of facilitated Brand Transformation Programs delivered incubator-style via collaborative workshops with you & your teams, where a new breed of brave entrepreneurs like yourself can embrace the wonderful discomfort of change, find your WHY & WOW and lead purposefully in the marketplace with a financially successful brand. If you are interested in re-writing your sense of what is possible, innovate and transform your brand's limitations into advantages, please feel free to connect. EXPERTISE: • BRAND MODELLING, BRAND ARCHITECTURE & BRAND IDENTITY: brand positioning, brand promise and DNA/core message, brand strategy & design, brand identity and brand story; Customer JOURNEY & customer EXPERIENCES; visual and linguistic identity (brand playbooks and style guides) * OFFERINGS PLATFORM • PRODUCTS & SERVICES RE-INVENTION: fresh eyes into your core offerings; Buyer personas * LIMITED EDITION: Flipping conventions & disrupting the marketplace with CHALLENGER BRANDS; IDEA GENERATION & INNOVATION TRAINING; PARADIGM SHIFT
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Creative Writing
    Brand Management
    B2B Marketing
    Marketing Strategy
    Copywriting
    Business Proposal Writing
    Brand Identity & Guidelines
    Direct Marketing
    Press Advertising
    Design Thinking
    Concept Development
    Corporate Brand Identity
    Strategic Plan
    Business Coaching
    Storytelling
    Sales Promotion
    Brand Strategy
    Brand Consulting
    Public Relations
  • $138 hourly
    CLIENT REVIEWS - "Absolutely phenomenal Contact Center SME. I had the pleasure of working with Melissa on a number of key strategic initiatives as our company developed complex client engagement frameworks for contact center-related processes. Her expertise was so apparent that we increased her scope to assist us with developing our menu of services that would speak to decision-makers. Her background working as a senior executive overseeing contact center operations shines through. She was able to effortlessly blend her "big-thinking" strategic hat with tactical delivery. Highly highly recommend." - "Melissa is an endless source of knowledge on all aspects of call center operations and compliance. We greatly benefited from her vast experience when tackling complex use cases. She is a great professional: responsive, organized, and structured in her approach. And, importantly, a great pleasure to work with!" - "Melissa is fantastic - polished, fast, enthusiastic, accurate, detailed. I will definitely rehire her for more assignments!" - "Melissa Miller is everything and more when it comes to an outstanding freelancer! Not only did she pick up technical communication very quickly, she offered advice on how to streamline future validation/data entry. The timeline of this project was perfectly executed. I enjoyed working with her very much, and will certainly be reaching out to again in the future!" - "Highly recommend. One of, if not THE, best Upworkers I have worked with. Great work product, highly communicative, and highly responsive." - "Very competent with excellent organizational, project management, and communication skills." EXPERTISE AREAS ■ Talent Management ■ Project Management ■ Customer Experience/Quality Systems ■ AOP / P&L Management ■ Research & Competitive Analysis ■ Process Improvement / LEAN ■ Leadership Development ■ Call Center Operations PROFESSIONAL RECOGNITION  2 Time Recipient, Transformer Award, WeightWatchers International  Senior Member, American Society for Quality, February 2004 – Present  Served, NICE User Group, Board of Directors, Chief Operating Officer, 2005 – 2007  Recipient, lockline / Asurion Leadership Award, May 2002  Recipient, AT&T, Malcolm Baldrige National Quality Award, April 1997  Recipient, AT&T, Circle of Excellence Award, November 1995 Solution-focused, achievement-oriented business professional with over 20 years call center experience in leadership roles. A strong team builder and leader who enjoys the challenge of organizational transformation, people development, customer experience, and product expansion. Strong capabilities in forming and implementing innovative and creative strategies, and dedicated to the principle of continuous improvement. Able to quickly organize and develop the required rapport for success. A highly ambitious individual with excellent interpersonal skills, complemented with a dedicated and dependable work ethic.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Project Management
    Data Mining
    Administrative Support
    Customer Retention
    Leadership Development
    Customer Service
    Strategic Plan
    Business Analysis
    Process Improvement
    Call Center Management
  • $25 hourly
    Hi there, I'm Zhu Yuan, and I have been in the E-commerce and Product Sourcing field for over a decade now. I've worked with many offline clients from around the World by Upwork to provide my expertise to the clients who need someone trustworthy and can do the job done ASAP. I provide the following services: - Amazon product sourcing from China. - Shopify/Ali Express drop-shipping product sourcing -Alibaba product sourcing -Quality inspection of the products. -Shipment and logistic services. -Product sourcing from taobao -JD.COM Expert -Price negotiation -Factory visit -Product sampling+ delievery to your destination so you can check the product before ordering in bulk. -Company/Manufacturer dealing I have vast experience in the field and will definitely get you the best out of China market. Feel free to hit me up with a "Hi/HELLO" message. Cheers. Stay Awesome.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    1688.com
    Amazon FBA
    Sourcing
    Order Processing
    Product Sourcing
    Supply Chain Management
    Shopify
    Supplier Search
    Quality Inspection
    Product Listings
    Alibaba Sourcing
    Supply Chain & Logistics
  • $85 hourly
    I have been assisting nonprofits and for-profits for over 18 years in strategy development and implementation to increase revenues by increasing their success in grant, government contracts, and corporate contract awards. I am experienced in the entire lifecycle of the proposal including but not limited to; proposal strategy, bid/no bid strategy, human capital evaluation, content library development and editing, proposal template development and editing, proposal sourcing, and proposal writing. I also have extensive experience in successfully obtaining government certifications, such as, WOSB/EDWOSB, VOSB/SDVOSB, MBE, DBE, 8a, and many more.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Nonprofit Organization
    Business Proposal Writing
    Technical Writing
    Request for Quotation
    Business Consulting
    Government Procurement
    Writing
    Project Proposal
    Proposal Writing
    Grant Application
    Request for Proposal
    Request for Information
    Strategic Plan
  • $200 hourly
    My job has always been to help get stuff done—typically by getting the right people the right tools, training and support so they can learn how to get stuff done too. I work with leadership to understand the vision, and then create and implement a plan to accomplish the vision. I can help you get stuff done too! Knowledge Areas: Strategic and Organizational Planning Operations Efficiency Client Management Productization and Pricing Strategies Cost Management Change Management Project Management Workflow and Process Development Data Security Compliance for HIPAA, SOC2 Commercial Printing and Mailing Postal Strategy and USPS Requirements Logistics and Inventory Management
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    Life Coaching
    Manufacturing
    Project Management
    Business Coaching
    Business Continuity Planning
    Disaster Recovery Plan
    Print Production
    Startup Consulting
    Business Consulting
    Microsoft Excel
    Cost Estimate
    Inventory Management
    Operational Planning
    Business Analysis
  • $50 hourly
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Managerial Finance
    Investment Banking
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $100 hourly
    Your Secret Weapon for getting out of the weeds in your business and back to what you love, so you can focus on growth, innovation, and profits Hi! I'm Gwendolyn, and I'm super excited when it comes to all things in the backend of your business and I'm so glad you're here! In 2013, I was diagnosed with Systemic Lupus and had to retire from my corporate job. It was during recovery that I said "Lord, what am I supposed to do? How can I take care of myself, do something I love and still contribute to my family financially?" I heard his response clearly, "it's in your hands." So I started thinking about all the admin and operations work I did in the corporate world for nearly 15 years and began researching if that was possible to do in the virtual space, and found there was an entire industry online doing what I was good at. I had no plans or desire to become an entrepreneur, but I had a choice to make. Go back to Corporate America and deal with the bureaucracy when it came to needing time off, doctor's visits, etc., continue fighting the social security administration to prove I needed support, OR create a business that had the potential to replace my corporate income, give me the freedom and flexibility I needed to take care of myself, and work with amazing people across the globe. I chose #3. And since then, my team and I have helped dozens of professional service providers, coaches and consultants with everything from calendar management, client onboarding, speaker manaegment, social media management, systems implementation, billing & invoicing, and the list goes on. Operations is our jam! I've done some other cool stuff too like: Studied at some of the top private institutions in Illinois. Earned a Masters Degree in Organizational Leadership from Lewis University. Earned a Bachelors Degree in Business Information Systems from DeVry University. Been recognized as one of the most influential women in business by the Daily Herald Business Ledger in partnership with the National Association of Women Business Owners – Chicago Chapter and the Women’s Innovation Network. Received the Elizabeth Timpton’s Girls Mentoring Award for my work in the community by Passages Alternative Living, Inc. And was one of twenty emerging leaders in the US selected as the receipient of the 2012 Judith O’Connor Scholar Award for Emerging Nonprofit Leaders by BoardSource. Whew, I know right, a mouth full. ​ MY MODUS OPERANDI Kolbe- A: 8-6-3-3 MBTI: ESTJ My Rocket Fuel: Being an Integrator
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    Data Entry
    General Office Skills
    Management Development
    Office Administration
    Business Management
    Business Consulting
    Scheduling
    Project Management
    Strategic Plan
  • $130 hourly
    Over 20 years of hands-on startup experience, with a focus on communication, including business plans, business writing, and marketing strategy. I start many jobs with market research and competitive research and by clearly communicating project goals. As a former evangelist for Steve Jobs, I’ve been helping startups get funded and succeed ever since. I work easily with business, technical, SaaS, ecommerce, AI, healthcare, Edtech, and biotech startups. Also startups that include marketplaces, tokens, and AI. Recently developed ecosystem insights for HR AI and AI in company functions. Background includes product management, and processes, funding, and marketing. I fit easily into projects and add value. Much of my consulting work is involved in research, and then developing strategy: product, corporate, positioning, messaging, or startup funding strategy. I bring my Silicon Valley perspective and experience into every job. My research and perspective can help you better understand your market ecosystem and trends and how to position your company and product for best success with your customer and potential funders. I can help you understand your customer and market, refine your value proposition, identify key targets and partnerships, establish a viable company/product, and pitch your company to the right people in the right way. As the former managing partner of a Silicon Valley communications company, and company founder, I have hands-on experience establishing and implementing marketing and communications functions and programs, years of hands-on experience.and a strong network of colleagues.
    vsuc_fltilesrefresh_TrophyIcon Strategic Planning
    Business Analysis
    Marketing Communications
    Business Planning & Strategy
    Competitive Analysis
    Market Analysis
    Business Strategy
    Brand Positioning
    Marketing Strategy
    New Product Innovation
    Strategic Plan
    Startup Consulting
    Market Research
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