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Big Four consultant, Morgan Stanley, MBA, CFA Level 1. Working with Fortune 500 clients and startups across diverse sectors. I'm the person who turns the research into a decision. ✅ Who am I? - MBA Graduate from IIM Lucknow (FT-100) and Neoma BS, France, with an Engineering background - Successfully cleared the CFA Level 1 exam on the first attempt. - Experienced management consultant and successfully served clients across sectors. ✅ What can I do? ................................................................................. Management Consulting and Research Expert specializing in: -TAM, SAM, SOM - SWOT analysis - Competitor/Competitive assessment - Need-gap analysis - Go-to-Market strategy (GTM) - Entry modes - Revenue enhancement strategies - Business planning and strategy development - Feasibility analysis for new initiatives and projects - Due Diligence - Investment Analysis - Mergers & Acquisitions (M&A) - Risk Assessment - Financial Planning ✅ Utilizes: ........................................................................... -Market-line, Euromonitor, Statista, Gartner, SAGE, EMIS, Think Cell, and other industry-leading tools for insights and analysis -Data-driven decision-making approach for impactful presentations ✅ Services offered: Strategy and Planning: ............................................. Strategy, Strategic plan, Business plan, Growth strategy, Go-to-market, Business plans and long-term roadmaps, Strategy consultant, Business growth strategy, Market strategy, Operational plan, End-to-end business plan, Multi-stakeholder strategic plan, Market expansion consulting advisor, International expansion, Experience with APAC, US and Middle East Market Entry, Global strategy, Mission-driven consulting Market and Competitive Intelligence: ............................................ Market research, Market analysis and insights, Market sizing, Market scanning, Quantifying market opportunities, Customer insights, Customer preferences, Industry trends, Competitor strategies, Competitive advantage, Product differentiation, Competitor benchmark, Competitive analysis reports, Research, Need-gap analysis. Financial Modeling and Investment: .............................................. Financial modeling, Financial forecast model, Financial projections, Financial analysis, Forecasting, Projections, ROI, FCF projection, Valuation, Valuation analysis, Business valuation, Bracket DCF, Due diligence, Due diligence material for seed financing, fundraising strategy consultant, Cap table, Investment strategy, Investment analyst, Investment fund, Financial services, Financial appendix data, Executive summaries, Presentations, Investor ready business plan Delivery and Advisory: .......................................... Project management, Project rollout plans, Operational roadmap, Implementation, Organizational design, Business operations, Streamline operations, Process improvement, Process maps, SOPs, Delivering SOPs, Business delivery consultant. Tech and Domain Expertise: ......................................... AI and tech-driven strategy, AI strategy consultant, AI savvy consultant, FinTech strategy consultant, FinTech, AI platform, Mobile apps, SAS products, AI startup marketing plan, Construction business consultant, Real estate Sectors Include: .............................................. Engagements in sectors such as Edtech, Fintech, Agtech, Fitness, Agriculture, Automotive, Real Estate, Artificial Intelligence, Metals and Mining, Aerospace, Healthcare, IT, Renewable Energy, E-commerce, Consumer Electronics, Hospitality, Entertainment, Fashion and Apparel, Food and Beverage, Logistics and Supply Chain, Telecommunications, Biotechnology, Pharmaceutical, Gaming, Financial Services, Education, Environmental Sustainability, and Manufacturing. My adaptability and expertise also extend to Cybersecurity, Cloud Computing, Digital Marketing, Smart Cities, Internet of Things (IoT), SaaS, Blockchain, Cryptocurrency, ESG Initiatives, Circular Economy, Smart Manufacturing, Autonomous Vehicles, Insurtech, Proptech, Regtech, Supply Chain Resilience, Precision Agriculture, Personalized Medicine, Telehealth, Remote Work Solutions, Digital Transformation, Smart Homes, Urban Development, Green Buildings, Real Estate Investment, Sustainable Construction, and Infrastructure Development. I have a proven track record in multiple countries worldwide, offering a data-driven approach and customized strategies that cater to the unique needs of diverse industries. - Offering Consultation and Initial Calls. Get in Touch Today Thank you!

If you need more than just bookkeeping and want real financial clarity in your business, I help companies clean up their accounting, improve financial reporting, and make better financial decisions. I am a Canadian CPA and Top Rated freelancer on Upwork with more than 15 years of experience across accounting, financial reporting, financial analysis, and financial strategy. My background includes senior finance roles at organizations such as PwC and Honda, as well as serving as Head of Finance at a large professional services firm. I work with business owners, startups, and growing companies that need strong financial insight and structured financial management. Many businesses reach a stage where bookkeeping alone is not enough. They need reliable financial reporting, financial analysis, and strategic guidance on growth decisions. That is where I add value. I regularly help businesses with: • Financial reporting and performance analysis • Accounting system improvement and financial controls • Budgeting and financial forecasting • Financial modeling and investment analysis • Business planning and financial strategy • Corporate tax planning and financial structuring Common engagements also include QuickBooks Online cleanup, bookkeeping oversight, financial statement preparation, financial analysis, and corporate tax planning. Financial reporting and accounting: I am highly experienced in preparing complete sets of financial statements including: • Profit and loss statements • Statements of financial position • Cash flow statements • Statements of retained earnings • Financial statement notes I have worked extensively with accounting frameworks including IFRS, US GAAP, Canadian GAAP, and ASPE, and regularly assist companies with accounting structure, reporting processes, financial controls, and audit preparation. Financial modeling and analysis: I also build financial models, forecasting tools, and management dashboards in Excel that help leadership teams understand business performance, evaluate opportunities, and make strategic decisions. I have developed a wide range of financial models including: • Discounted Cash Flow (DCF) models • Mergers & Acquisitions (M&A) models • Leveraged Buyout (LBO) models • Comparable Company Analysis (CCA) models • IPO valuation models • Consolidation and forecasting models • Budgeting and long-term financial planning models Tax advisory: I also advise businesses on corporate tax matters, helping owners structure their finances efficiently and ensure their accounting and tax reporting are aligned. I regularly assist with corporate tax filings, financial reporting alignment, and GST/HST compliance. Tools and systems: I have extensive experience working with both enterprise and small business financial systems including: QuickBooks Online (QBO) Xero SAP Oracle Microsoft Excel (advanced financial modeling and analytics)

I’m a Fractional Chief Revenue Officer and digital marketing strategist with over a decade of experience helping brands grow smarter and faster—through full-funnel strategy, performance optimization, and scalable marketing execution. Clients hire me when they need more than just a marketer—they need someone who understands the entire revenue engine: from acquisition and conversion to retention and LTV. I’ve worked with eCommerce DTC brands, SaaS platforms, wellness companies, and regulated industries to lead teams, drive growth, and make marketing efforts truly accountable to revenue. I’ve scaled email/SMS subscriber lists to over 1.2 million, increased retention-driven revenue by 30–45%, and managed 7-figure paid media budgets. With experience on both the agency and in-house side, I bring a unique balance of strategy, structure, and executional firepower. Industries I specialize in: 🛍️ E-commerce & CPG: Building high-converting funnels, optimizing stores, and improving AOV/LTV. 🧬 Healthcare, FemTech & Wellness: Driving growth with compliance-conscious, empathetic messaging. 🌿 Regulated Markets (Cannabis, Sexual Wellness): Navigating complexity with creativity and precision. 🥗 Food, Beverage & Supplements: Elevating ethical and sustainable brands with performance-led storytelling. 🧪 SaaS & Subscription Models: Converting users and building retention through lifecycle strategy and CRO. What I help with: 🚀 Performance Marketing (Google Ads, Meta, Klaviyo, Email/SMS, Affiliate & Influencer) 📦 eCommerce Audits (CRO, PLPs/PDPs, SEO, UX & Merchandising) 🔁 Retention & Loyalty Strategy (Flows, Segmentation, Upsells, Referral) ⚙️ RevOps Alignment (Marketing <> Sales integration & systems) 📈 GTM Strategy & Campaign Planning (Launches, Funnels, Scaling Channels) 🧑‍💻 Team Leadership (Vendor oversight, hiring, tools, systems, playbooks) Tools & Platforms: Shopify, Klaviyo, Attentive, Postscript, Google Ads, GA4, Meta Ads, SEMrush, Ahrefs, WordPress, Notion, HubSpot, ClickUp, Asana, NetSuite, Canva, Jasper & more. Why work with me? I bring clarity, momentum, and results. My approach is tailored—not templated. I quickly plug into your business, align your team around what matters, and focus on what actually drives revenue. From early-stage startups to fast-scaling brands in complex markets, I’ve built, led, and delivered growth that lasts. If you're looking for a senior-level growth leader who blends strategy with action—and knows how to move the needle—let’s connect!

🎖️ Top Rated Plus Freelancer | Top 3% of Talent | 100% Job Success Score | 3+ Years Experience ⭐️⭐️⭐️⭐️⭐️ “Peddie’s insights into our client retention strategies helped us improve satisfaction by 30% in just 6 months. His advice on streamlining our operations was invaluable in scaling efficiently.” — Marcus D., Head of Accounts at Bravura Digital ⭐️⭐️⭐️⭐️⭐️ “We brought Peddie in to optimize our internal workflows and improve team collaboration. The systems he introduced saved us hours of work every week and allowed us to focus on what matters.” — Daniela P., Head of Operations at Elevate & Co Hi, I’m Peddie, a Client Success Strategist and Operations Architect with 3+ years of experience helping SaaS companies, agencies, and growing businesses increase retention, improve customer experiences, and build scalable operations. I specialize in creating high-impact Customer Success systems that turn customers into long-term partners. From onboarding and adoption to retention and expansion, I help businesses improve the entire customer lifecycle through better processes, communication, automation, and data-driven decision making. As a HubSpot Service Hub Certified professional, I help companies optimize their CRM and customer operations by building efficient workflows, improving support processes, managing customer data, tracking satisfaction, and creating scalable systems that enhance customer relationships. I’ve partnered with SaaS startups, digital agencies, and coaching businesses to improve client retention, streamline internal operations, and create repeatable processes that allow teams to scale without unnecessary complexity. My certifications include: 🏆 HubSpot Service Hub Software Certification 🏆 Google Project Management Professional Certificate 🏆 Strategic Leadership & Management Certificate – University of Illinois My approach combines Customer Success strategy, CRM optimization, and operational excellence to help businesses improve customer outcomes while scaling efficiently. 💼 What I Specialize In: Customer Success Strategy | HubSpot CRM | SaaS Operations | Business Efficiency | Process Optimization • Customer Lifecycle Management: Onboarding → Adoption → Retention → Expansion • HubSpot Service Hub: CRM workflows, automation, tickets, pipelines & customer insights • Client Communication: Building engagement strategies, updates & executive reporting • Customer Health Tracking: Monitoring satisfaction, risks, KPIs & retention metrics • Operational Efficiency: Streamlining workflows, systems, and internal processes • SOP & Workflow Design: Creating scalable documentation and repeatable operations • Cross-Functional Collaboration: Working with sales, product, marketing & support teams • Tools: HubSpot, Slack, Zoom, Loom, ClickUp, Notion, Trello & CRM platforms I’m passionate about helping companies create world-class customer experiences, stronger client relationships, and scalable systems that support long-term growth.

STOP POSTING WITHOUT A PLAN. I help brands turn social media into clarity, consistency, and real results. 👋 Hi, I’m Armin (“arm-in”), a Toronto-based digital marketer with almost a decade's worth of experience helping brands grow smarter on social media without burning time or budget. If your content feels scattered, inconsistent, or isn’t driving engagement or sales, that’s usually a strategy problem, not a posting problem. That’s where I come in. What I actually help with: I specialize in strategy-first social media, meaning you leave with a clear system you can execute confidently. Clients work with me to: • Clarify their positioning and message • Fix underperforming social media accounts • Build content strategies that are realistic and repeatable • Turn ideas into structured content plans • Understand what to post, why it works, and how it drives growth Common deliverables include: • Social media audits • Content and growth strategies • Competitive analysis • Account optimization • Campaign and launch planning • Short-form content frameworks *Execution available when it makes sense. Strategy always comes first! Who I’m a good fit for: ✅ Founders, creators, and small teams ✅ Brands that want clarity before scaling ✅ Businesses tired of guessing what to post ✅ Clients who value strategy over vanity metrics Industries I love working in: Fashion, beauty, lifestyle, wellness, mental health, and entrepreneurship. Why clients choose me: ✅ Clear thinking: I simplify complex ideas into actionable plans ✅ Straightforward communication: No fluff, no jargon, no ghosting ✅ Quality over volume: Every project is something I’m proud to put my name on ✅ Fast turnaround: I respect timelines and momentum I don’t aim to “manage your socials forever.” I aim to give you clarity, confidence, and a plan that actually works. If you’re looking for a strategic partner who thinks like a marketer and communicates like a human, send me a message and tell me what you’re working on. 📨

I help B2C and B2B to create successful marketing initiatives such as sales events, retreats, trade shows, webinars & conferences. It's not enough for your business to focus on just one channel, it needs an integrated approach. Connecting with your customers means using various channels of interaction. As an entrepreneur I know how time consuming this can be. Allow me to help you with these different tasks so you can focus on changing lives and impacting others. I am self-motivated and progress-driven. I LOVE events, allow me to support your business so you can focus on what matters in your role. As an entrepreneur/freelancer, I have honed my relationship-building abilities, tight deadlines & an astute problem-solver. I am capable of prioritizing and managing complex projects with proficiency. In my previous roles, I exercised skills in organization, communication, and reliability. Recent work - Business & wellness retreats - Conference event manager - Organized various travel - Virtual event moderator - Event producer that focused on in person sales events throughout the United States - Virtual event producer; tech support - Event logistics manager; managing all trade show logistics Highlights - English speaking - Lead magnet & sales funnel set up through Click Funnels - Proficient with active campaigns, google drive, canva & zoom - Calendar management - Event management - Basic bookkeeping (invoices & expenses) - Ability to book travel arrangements - Strategic planning skills - Email marketing -Customer service - Full event execution - Speaker management Strengths - Creative - Confident - Flexible - Dependable/ consistent - Problem Solver - Self Driven