Hire the Best Strategic Planning Specialists in Cary, NC

Upwork Expert-Vetted, experienced consultant with 20+ years track record of helping clients successfully address their needs by providing strategic guidance, leading program and project management, improving process efficiency, navigating transformational change and organizational development while achieving corporate goals. Respected for thinking outside the box by employing a hybrid of industry recognized delivery methodologies and best practices in the deployment of effective solutions with clear ROI. Proficient in translating both technical and non-technical data between developers and business stakeholders. Dependable leader skilled at communications, presentation, team management, consensus building, and relationship development with professionals at all levels. In collaboration with my clients, I create customized solutions to meet their business challenges, adopting their goals as my own while maintaining a vested interest in their objectives. I have extensive experience creating, maintaining and tracking to the following deliverables: • PowerPoint Presentations (Pitch Decks, Sales Decks, Status Updates, Templates) • Executive Reporting and Dashboards (Metrics, KPI, OKRs, Financials) • Business Plans, SOWs, Proposals • Project Management Documentation (Project Plans, Status Reports, Roadmaps, Gantt Charts) My extended resume, client references and work samples (pdf) can be provided upon request. I look forward to discussing your needs and objectives. AREAS OF EXPERTISE: • Change Management (Post-M&A Transition, Regulatory / Audit, Training, Documentation) • Communications / Executive Reporting • Strategic Planning • Process Improvement (Process Assessment, Current & Future State Modeling) • Organizational Development • Portfolio Management • Performance Management (Executive Reporting, Balanced Scorecard) • Program / Project Management • Quality Assurance • Risk Management (Business Continuity Planning, Program & Project Internal Auditing) • Staff Augmentation / Supplementation / Outsourcing INDUSTRIES SERVED: • Health Care • Pharmaceutical / Biotech • Financial Services • Transportation • Technology • Energy (Oil & Gas) • Hospitality • Manufacturing QUANTITATIVE DATA: • 20+ years of experience serving Fortune 50/100 Companies, regularly engaging with C-suite leadership • 5+ years of Big 5 consulting experience with Ernst & Young (E&Y), Bearing Point (formerly KPMG consulting), and Accenture • Lead or co-lead projects/programs ranging from $500K - $90M is size, both domestic and global in scale QUALITATIVE INFO: • Great listener, proactively providing feedback and input • Equally adept at communications between tactical delivery specialists and c-suite leadership, serving as a strategic advisor to my clients • Iterative approach to delivery, meeting with clients to review in-progress deliverables to ensure accuracy and objectives are met • Team player and collaborator; friendly and easy to work with METHODOLOGIES, QUALIFICATIONS & RESEARCH TOOLS: • Microsoft Office Suite (including PowerPoint, Visio and SharePoint) • PMI PMBOK • Six Sigma • Series 7 & 63 broker licensed (expired) • Research subscriptions to Gartner, Forrester & McKinsey • Certifications from Blue Prism and UiPath (automation leaders; Robotic Operating Model) • Risk Professionals (GARP) • American Society for Training & Development (ASTD) • Certified member of the National Minority Supplier Development Council

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

I am business transformation and strategy professional with over 10 years of experience working with C-suite leaders across: - Process excellence - Operating model design - Change adoption - Vendor management - Revenue enablement/growth - Customer experience - Business Development With a proven track record of earning awards and recognition for driving impact both individually and as a team leader, I excel in high-growth, fast-paced, ambiguous, and matrixed organizational setups. I've worked in large global organizations as well as startups, so I can understand what your company needs and how to deliver high quality results. I enjoy a good challenge, am a hustler and excel at problem solving. I'm skilled in: - Strategic Planning / Thought Leadership - Program Management - Business Process Improvement - Business Analytics - Change Management - Operations Management - Writing Process Documents - SQL - PowerBI - Tableau - Advanced Excel - Prompt Engineering - Google Docs Suite - MS Office Suite