Hire the best Strategic Planning Specialists in Missouri
Check out Strategic Planning Specialists in Missouri with the skills you need for your next job.
- $245 hourly
- 4.9/5
- (44 jobs)
Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
Strategic Planning
CPABookkeepingBusiness CoachingBusiness PlanManagement ConsultingDue DiligenceBusiness ValuationStartup ConsultingFinancial StatementValuationMergers & AcquisitionsStrategic PlanLeadership DevelopmentIncome Statement - $90 hourly
- 5.0/5
- (6 jobs)
I have over 18 years' experience in auditing and accounting for non-profit organizations, as both an Auditor and Director of Accounting. I also have experience in auditing and financial statement preparation of a wide variety of other entities, including financial institutions and small business. Experiences include audit, risk assessment, financial statement preparation, chart of accounts creation, accounting standards research and implementation, budgeting, data analytics, management of accounts payable and receivable, internal control evaluation, policy and procedure analysis and updates, general bookkeeping, and information system implementation. I earned my Bachelor's and Master's degrees in Accountancy in 2004. I became a licensed CPA in 2005 in Missouri, and maintained an active license until 2015, when I inactivated it because I was no longer in public accounting. I consider myself tech-savvy and took particular interest in accounting information systems when choosing my coursework and training over the years. I am proficient in MS Excel, MS Dynamics GP, Xero, and Quickbooks. I am happy to pick up an learn any other software offered or required. I highly value honesty and integrity. Because of this, I find it necessary to state up front that my freelance work is primarily performed in evenings, nights, and weekends, and I will have limited day time availability, but do have flexibility for occasional daytime meetings or calls.
Strategic Planning
AcumaticaFinancial ReportingAccounts Payable ManagementXeroStrategic PlanMicrosoft ExcelData AnalysisBudget ManagementBookkeepingBank ReconciliationIntuit QuickBooks - $45 hourly
- 5.0/5
- (3 jobs)
We can all be better than we are at this present moment. That "better" is where I want to take you or your organization. I wake up every morning desiring to help people be better today than they were yesterday; with a game plan to be better tomorrow than they are today.
Strategic Planning
ShopifyBusiness CoachingAmazon FBAResearch & StrategyGoogleThird-Party LogisticsTeam BuildingAmazon Seller CentralMilitaryLogistics ManagementStrategic PlanMicrosoft OfficeSalesEmail CommunicationCommunications - $138 hourly
- 5.0/5
- (126 jobs)
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.
Strategic Planning
Project ManagementData MiningAdministrative SupportCustomer RetentionLeadership DevelopmentCustomer ServiceStrategic PlanBusiness AnalysisProcess ImprovementCall Center Management - $40 hourly
- 0.0/5
- (0 jobs)
CAREER HISTORY Results driven senior Human Resources Professional with 20+ years of diverse experience partnering with enterprise senior leaders to achieve business objectives through HR process improvement, change management, strategic planning, cultural innovation, organizational development, and collaboration. EXPREIENCE: PRIMARY TALENT PARTNERS AUGUST 2023- AUGUST 2024 Responsibilities: Build relationships with potential strategic partners and enhance relationships with current partners. Develop and communicate plans for mutually beneficial business opportunities. Inspire partners to engage more fully in Primary Talent Partners business solutions. Sample Accomplishments: Developed revenue producing product based on consultative capabilities in Human Resources, Process Improvement and Change Management. Developed strategic plan to engage Historically Black Colleges and Universities with Primary Talent Partners’ “Primary Pathways” program to support first generation college students with internships and scholarships. Led Managed Service Provider strategic planning to increase visibility with MSP potential and current partners to increase revenue. EXPRESS SCRIPTS/THE CIGNA GROUP JANUARY 2013-MARCH 2023 Responsibilities: Trusted advisor & strategic operational human resources leader and business partner responsible for the governance, policies and procedures related to the successful operation of the contingent labor population and program for the enterprise. Optimized processes and systems necessary for compliance, effective sourcing and purchase-to-pay processes associated with driving the overall success of the contingent workforce, throughout the Express Scripts & Cigna enterprise. Sample Accomplishments: Led Successful Fieldglass/Workday HRIS integration Led Successful Medco & Evicore Contingent Labor Program Integrations and Change Management Processes Developed process and training curriculum materials Led Successful Technology Category Council Initiation Led Successful Candidate DEI Self-Disclosure Project Led Successful Innovative Retention Program for Seasonal Contractors resulting in >$500K in Savings Led Successful Vendor Spend & Savings Initiative 4POINT ADVISORS, LLC – PRINCIPAL CONSULTANT NOVEMBER 2007- DECEMBER 2012 Collaborative HR management consultant to for-profit and not-for-profit organizations fulfilling short and long term projects. Sample Projects & Accomplishments: Led Change Management Project for Fleming Pharmaceuticals Led Several Talent Acquisition Projects for Publicis Touchpoint Solutions Wrote & Delivered Training Curriculum for Wells Fargo Advisors Project Manager for Large Scale Change Management Project at Wells Fargo Advisors Process Improvement with St. Louis University’s Center for Entrepreneurial Studies EDUCATION ST. LOUIS UNIVERSITY, ST. LOUIS MO BACHELOR OF ARTS – COMMUNICATION STUDIES LEADERSHIP Appointed Chief of Staff for The Cigna Group’s Women’s Initiative Network Founder and Past President of the St. Louis Chapter of The Healthcare Businesswomen’s Association Former member of the St. Louis Chapter of Professional Women
Strategic Planning
RecruitingAccount ManagementTrainingHuman ResourcesHuman Resource ManagementProject Management OfficeHuman Resources ConsultingManagement ConsultingStrategic PlanCommunications - $75 hourly
- 0.0/5
- (0 jobs)
Sherress Hicks is a dynamic leader and founder of SLH Wellness & Management LLC, specializing in workplace transformation through innovative wellness solutions and expert management training. With over 23 years of experience in healthcare management and organizational leadership, Sherress has dedicated her career to improving employee well-being, fostering positive workplace cultures, and advancing maternal-fetal health outcomes. As a behavioral health expert and management trainer, Sherress equips leaders with the tools to navigate complex workplace dynamics, inspire teams, and drive organizational success. Her programs focus on emotional intelligence, mental health awareness, and practical strategies for creating thriving, inclusive work environments. She also provides specialized training for healthcare administrators and clinical leaders transitioning into management roles. In addition to her corporate work, Sherress leads initiatives in maternal-fetal healthcare, leveraging cutting-edge AI and quantum technology through her MaternaCare platform. Inspired by personal experiences, she is passionate about addressing healthcare disparities, particularly in underserved communities, and creating equitable solutions that save lives. Through her innovative programs and visionary leadership, Sherress continues to empower organizations and individuals to achieve their highest potential, fostering a culture of growth, wellness, and sustainability. Reach out to Sherress at slhicksenterprises@gmail.com to learn how she can transform your workplace or organization.
Strategic Planning
Artificial Intelligence EthicsProgram EvaluationLeadership DevelopmentTraining & DevelopmentCoachingManagement DevelopmentManagement ConsultingChange ManagementHealth & WellnessStrategic Plan Want to browse more freelancers?
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