Hire the Best Strategic Planning Specialists
in the United States

I've spent a decade working with small and start up businesses, helping them utilize data and analytics to make practical, informed, strategic decisions that optimize their resource usage efficiency. I've also held high-level positions in Operations, enabling me to help them implement those decisions via workflow design, process optimization, and organizational expansion. I specialize in business strategy, operations management, and growth planning. -MBA: Entrepreneurship and Information Systems -BA: Finance, Computer Science, and Math -10 years experience in data analysis and KPI reporting -5 years direct experience in operations management -Operations experience includes running a company with $1M+ in annual revenue and 15 employees -Google Sheets expert specializing in dashboard development and formula writing -Extensive Excel experience (rest of Microsoft Office Suite as well, especially Word and PowerPoint) and working knowledge of entire Google Suite -Familiar with Java, Perl, SQL and HTML -Diverse background includes direct exposure to most functions of business strategy including finance, marketing, operations, and IT. Areas of professional interest include small and startup businesses, strategic roadmapping, and the practical application of data to inform business decisions.

Pitch decks? You got it. One pitch deck I created secured $20M for an insurance startup, another generated $29M for a food startup. I have lots of consulting experience so I promise you some beautiful decks Excel and Google Sheets help? You got it, I created my first model 22 years ago and have since created hundreds of others. Business planning? Sure thing, I'll do your market research and I'll find stuff that nobody else can anywhere on the web, or through other, more... direct, methods. I will then craft a beautiful, visual, sound business plan with real feasible financials. How about Project Management? Well, I managed some Multi-million dollar projects in F500 companies (and startups), I am a certified Scrum Master, an MBA and I know processes creation and visualization in and out. If any of this resonates with you, let's talk. For full disclosure: My minimum current fee for a project is $1,200

The strongest business decisions are backed by research and communicated with clarity. I specialize in transforming market intelligence, customer insights, competitive analysis, and business data into strategic recommendations and executive-ready deliverables. I partner with founders, executives, consultants, agencies, and growing businesses to evaluate opportunities, define strategy, and create professional assets that support confident decision-making. From market analysis and product planning to presentations and operational documentation, every deliverable is designed to be practical, organized, and ready for implementation. Market Research & Business Strategy * Market, customer, competitor, and industry research with actionable recommendations * Market sizing (TAM, SAM, SOM), opportunity assessments, growth strategy, and business planning * Product discovery, go-to-market strategy, competitive positioning, customer journey mapping, and roadmap development Presentations & Business Writing * Executive, board, investor, sales, training, and client presentations * Business reports, executive summaries, proposals, website copy, product messaging, and case studies * Presentation redesign, visual storytelling, infographics, process maps, and professional documentation Business Operations & Analytics * Project planning, workflow design, CRM documentation, SOP development, and process improvement * KPI dashboards, Excel and Google Sheets solutions, reporting frameworks, forecasting tools, and business templates * AI-assisted research, meeting documentation, implementation planning, and cross-functional coordination I bring together analytical thinking, structured problem solving, and professional communication to produce business deliverables that strengthen strategy, improve execution, and create lasting value.

I am an MBA-trained (Kelley School of Business, Indiana University) strategist with 10+ years of experience, offering premium consulting services at an introductory rate to build my Upwork profile. ​While I typically consult for large enterprises and pharmaceutical firms, I am opening my schedule to help startups, small businesses, and solopreneurs get organized and execute their plans. You get the same level of rigor I provide to Fortune 500 clients, but for a fraction of the cost as I establish my reputation here. ​How I can help you: - ​Business Planning: Drafting solid business plans, pitch decks, and roadmaps. - ​Market Research: Competitor analysis, SWOT analysis, and industry trends (recent work: SWOT for a local food truck launch). - ​Financial Strategy: Modeling, pricing strategy, and budget forecasting. ​- Ad-Hoc Strategy: Acting as a sounding board or "Chief of Staff" to help you solve operational bottlenecks. ​I am US-based (Eastern Time), responsive, and ready to hit the ground running. If you are ready to professionalize your strategy or prepare for a fundraise, click 'Invite to Job' to schedule a brief introduction.

Operations and strategy professional with 6+ years of experience supporting leadership teams, startups, and global organizations across HR, program management, research, and business operations. I specialize in bringing structure to fast-moving environments, improving workflows, and driving cross-functional execution. I have supported enterprise HR system implementations, led operational initiatives, coordinated complex projects, and delivered executive-level support across U.S. and international teams. My work spans strategic communications, content development, organizational planning, and operational scaling. Known for being proactive, detail-oriented, and solutions-focused, I partner closely with leaders to turn ideas into clear plans, improve efficiency, and support sustainable growth. Let’s chat about how I can support your work and bring immediate value to your team.

As a highly accomplished strategy consultant with experience at Mars & Co. (BCG spinoff), I bring a track record of delivering exceptional results and driving business growth for companies across various industries. With a specialization in corporate development, new market innovation, and strategic partnerships, I have consistently made a significant impact on organizations' bottom lines. I have successfully led and executed strategic initiatives, such as mergers, acquisitions, and partnerships, that have resulted in substantial business growth and market expansion. Through my in-depth market research, financial evaluations, and competitor analysis, I have identified lucrative investment opportunities and provided insightful recommendations to drive profitability and market share. One of my key strengths lies in my ability to develop and implement effective new market entry strategies. By leveraging cross-functional teams and harnessing market insights, I have orchestrated successful market launches, driving significant revenue growth and establishing a strong foothold in competitive markets. My expertise extends beyond strategic execution to fostering innovation and driving collaborative efforts. I have actively fostered strategic alliances and leveraged partnerships to fuel innovation, gain a competitive edge, and deliver cutting-edge solutions to clients. By staying abreast of market trends, customer needs, and technological advancements, I have consistently developed innovative strategies that have reshaped industries and generated sustainable value for businesses. Throughout my career, I have demonstrated exceptional leadership, communication, and project management skills, ensuring the alignment of goals and objectives across organizations. I thrive in fast-paced, dynamic environments and excel at delivering measurable results that exceed client expectations. If you are seeking a seasoned consultant who can deliver transformative outcomes and provide strategic guidance for your business, I am confident in my ability to bring significant value to your organization. I am eager to contribute my expertise and partner with you in achieving your business objectives.