Hire the Best Strategy & Planning Freelancers in Massachusetts

As full time financial analyst, I have learned skills that have made me a dependable candidate for many different tasks and job. I have a long-standing background in customer service and sales, I am also Microsoft excel certified and fluent in other Microsoft products. I am well experienced in organization and planning as well. I am eager to take on any tasks given to me and ready to complete them to the best of my capabilities.

I help government contractors, nonprofits, foundations, and donor-funded organizations turn complex RFPs, grants, and funding opportunities into clear, compliant, and competitive submissions backed by defensible pricing and measurable impact. I bring 10+ years of experience supporting proposals, budgets, programs, and investments valued from $150K to $350M. Clients bring me opportunities where the technical narrative, budget, compliance requirements, and impact case all need to work together. I help shape the strategy, strengthen the writing, price the work, test the assumptions, and show why the investment is worth making. SELECTED RESULTS • Priced and modeled government and donor-funded opportunities from $150K to $350M • Guided decisions involving profitability, financial risk, proposal compliance, proposed returns, and pricing trade-offs • Achieved 25% savings on a $3M corporate community-investment portfolio • Built Power BI dashboards for financial performance, forecasting, pipeline management, and executive decision-making • Developed SROI and impact-valuation models that translate social outcomes into credible financial value PROPOSAL, GRANT & FUNDING STRATEGY I develop and strengthen proposals across federal, state, local, foundation, corporate, bilateral, multilateral, and other competitive funding mechanisms. Services include: • Proposal and grant writing • RFP, RFQ, RFA, NOFO, and solicitation analysis • Technical narratives and management approaches • Compliance matrices and proposal outlines • Budget narratives and cost narratives • Foundation and corporate grant applications • Government contract and donor proposals • Proposal editing, red-team review, and quality control • Capture, partnership, and consortium strategy • Theory of Change, results frameworks, and impact-case development GOVCON PRICING & FINANCIAL ANALYSIS I help clients build pricing and financial strategies that are competitive, compliant, and operationally realistic. Services include: • Cost proposals and cost volumes • Financial modeling and forecasting • Cost realism and price-reasonableness analysis • Staffing and level-of-effort models • Scenario, sensitivity, and profitability analysis • Subcontractor and partner budget reviews • Cost and price analysis • Negotiation and audit support • Excel pricing models • Power BI dashboards and executive reporting I do more than make the spreadsheet total correctly. I help ensure the technical strategy, staffing, budget, risk, and expected return support the same decision. ESG, CSR & SOCIAL IMPACT I help companies, nonprofits, foundations, and philanthropic funders measure and communicate the financial and social value created by programs and investments. Services include: • ESG, CSR, sustainability, and social impact reporting • Social Return on Investment and financial valuation of social outcomes • Theory of Change, logic models, outcome frameworks, and indicators • Community-investment and shared-value strategy • Stakeholder engagement and social materiality analysis • Program evaluation and MEL • SDG and IRIS+ alignment • Impact dashboards, reports, white papers, and case studies For private-sector clients, I quantify social outcomes in financial terms and develop reporting that shows what changed, who experienced the change, what value was created, and whether ESG, CSR, or community-investment initiatives delivered a credible return. WHY CLIENTS HIRE ME Colleagues describe me as the person who stays calm, gets teams unstuck, and explains not only what needs to change, but why. I bring financial rigor to proposal development and practical business judgment to impact measurement. That means fewer handoffs, less lost context, and a final submission or report in which the strategy, numbers, evidence, and writing support the same objective. Bring me the solicitation, draft narrative, pricing model, grant application, ESG framework, or impact report. I will help you find the gaps, strengthen the case, and get the work ready for serious review.

Hi, I’m Alan—a fractional CFO and accountant who pairs in depth financial analysis with the hands-on pragmatism small businesses need to thrive. Over the past 10+ years I’ve: -Guided 40+ owners through clean-ups, audits, and growth initiatives—often taking them from “mystery margins” to airtight, diligence-ready books. -Unlocked profit lifts by implementing job-costing, WIP schedules, and KPI dashboards for construction, roofing, landscaping, and other trade contractors. -Built & sold my own restaurant/catering brand, so I understand owner stresses and how to translate numbers on the page to real-world operations. -Modeled seven-figure exits and capital raises—from scenario planning and bank packages to buyer Q&A. -Automated back-office workflows with QBO, Gusto, Ramp, Relay, and Zapier—cutting month-end close from weeks to days.

I help small businesses show up online with clarity and intention -- from brand strategy and GTM planning to website builds and email marketing that actually converts. My background is unusual for a freelancer: a decade in B2B marketing strategy and enterprise customer success means I think about your website and marketing the way a business strategist would. I do not just make things look good -- I make sure they are working toward something. What I do: - Squarespace and Wix website design and builds - GTM strategy, brand positioning, and marketing planning - Email campaigns and automations in HubSpot, Mailchimp, and ActiveCampaign - Brand kits: voice, color, typography, and identity I work primarily with women-owned small businesses and service-based brands. I care about doing meaningful work for people building something real.

**Limited time promo: I am hoping to kickstart my presence on Upwork, so I'll be offering highly discounted services to early clients. My standard rate is $3-4k/day, and I will start raising my rate on Upwork after I have 5 reviews. EXPERT VETTED - Designation from Upwork, "Only the top 1% of talent on Upwork qualifies for Expert-Vetted talent status, and only those in select categories are eligible. These users have gone through a thorough screening process that evaluates technical expertise and soft skills." With over a decade of experience and success as a leader in Bain & Company's Private Equity Group, an e-commerce executive at Wayfair, and as a seasoned entrepreneur, I bring a unique blend of strategy and hands-on execution to your most challenging business situations. My professional journey has equipped me with rich insights into various sectors, especially the nuances of e-commerce and startup ecosystems. I've led fast-growing business units, navigated complex organizational challenges, and crafted growth strategies for burgeoning enterprises. As an entrepreneur myself, I understand the roller-coaster that startups face and I'm adept at refining ideas, conceptualizing MVPs, and navigating early-stage growth. If your business challenges are straightforward, there are numerous cost-efficient options available. But if you're dealing with complex, mission-critical issues or embarking on a transformative journey, I can help steer your course with an exceptional blend of strategy, creativity, and pragmatism. My advisory services will deliver results at a fraction of the cost of a McKinsey/BCG/Bain project team, but with the same commitment to excellence and achievement. Whether you have a clearly defined project or are still trying to figure out the right direction, I am open for collaboration. I enjoy working with small and medium-sized businesses, helping them navigate the entrepreneurial journey and thrive in their respective markets. Our collaboration begins with a comprehensive conversation to understand your unique challenges, then we devise a bespoke solution tailored to your needs. I look forward to partnering with you to create lasting value and success in your entrepreneurial journey.

Leading SaaS & AI Growth Strategist: Propelling Tech Ventures to Market Dominance Welcome, where the journey of SaaS and AI businesses transforms from potential to market dominance. With a focus on driving innovation and scalability, I harness the power of SaaS and AI to catapult businesses into leaders of the tech revolution. Unveiling Our Path to Success: ⤵️ 📈 Strategic Vision at Blocsinc.io: At the helm of Blocsinc.io, I've guided SaaS and AI companies through the maze of market entry to leadership. Our strategies encompass in-depth branding, dynamic product marketing, and aggressive market penetration, all underscored by robust analytics and community engagement for sustainable growth. 📣 Elevating Research with Rayyan: We've positioned Rayyan as the go-to AI platform for researchers worldwide, leveraging strategic marketing and partnerships. Our approach has not only broadened its user base but also cemented its status as a leader in AI-driven academic tools. 📈 Transforming Logistics Through ColdTrack: Developed a Strategic Product Marketing Framework for ColdTrack, focusing on organizing product roadmaps, training internal teams, and conducting competitive analysis. By identifying customer personas and creating a detailed product/feature matrix, I provided essential tools for the engineering and product teams. This approach helped ColdTrack effectively introduce their SaaS platform to the logistics market, improving both efficiency and customer satisfaction. 📣 Glowing Endorsement from ColdTrack: "Working with Noreen has been an absolute joy - we were looking for someone to come in and provide us clear direction and awesome work, and she impressed us with both! She led us during meetings, helped provide all of the assets we needed, and will definitely be working with her again in the future. I highly recommend her if you are looking for an amazing contractor who gets sh*t done with an exceptional quality of work." 📈 A BËTR Productions, I spearheaded the creation of distinctive branding and value proposition messaging, setting their SaaS and hardware products apart from competitors. My role involved crafting a comprehensive suite of messaging and collateral tailored for tech conferences and breakout rooms, focusing on end-to-end management from content creation to the hardware used for presentations and engagement capture. This strategic approach not only highlighted the unique offerings of BËTR PRODUCTIONS but also ensured a cohesive and impactful presence across all customer touchpoints. Our Strategic Edge: ⭐️ Analytics-Driven Innovation: Our strategies are fueled by data, ensuring that every campaign is optimized for the highest engagement and conversion rates. ⭐️ Content That Connects: From in-depth technical documentation to engaging digital content, our creations captivate and convert, setting the foundation for thought leadership in the SaaS and AI space. ⭐️ Collaborative Excellence: Your expertise, combined with our strategic approach, creates a powerful synergy, enabling us to anticipate and exceed market demands. Certifications & Expertise: With certifications in HubSpot Inbound Certification, MIT's No Code: AI and Machine Learning: Building Data Science Solutions and Blockchain: Discruptive Technologies. In Data Science and Analytics, and Pragmatic Prodict Marketing I bring a wealth of knowledge in marketing automation, SEM, CRM integration, and beyond, specifically tailored for the SaaS and AI ecosystem. Our GTM Methodology: 1- Market Analysis: Quick identification of target segments (Personas) and understanding customer needs. 2- Value Proposition & Messaging: Create clear value propositions and messaging that resonates. 3- Product Readiness: Align product with market expectations through feedback. 4- Launch Planning: Execute a focused launch plan with defined KPIs for success. 5- Sales Enablement: Provide sales teams with tools and channels for effective selling. 6- Post-Launch: Continuously refine strategies based on feedback and performance metrics. Join Forces for Unmatched Growth: Choosing to work with me means not just hiring a consultant but gaining a partner committed to navigating the complexities of the tech industry together. You will be working with a B2B marketing leader with over 15+ years of experience. Skilled in leading content creation and corporate programs, utilizing data analytics for informed decision-making and business optimization. I have a history of launching award-winning technology products, coupled with expertise in strategic, growth, and product marketing. Let's leverage the transformative power of SaaS and AI for unparalleled business growth. Ready to turn your vision into a reality? Let's connect. Forward to success, Noreen Hafez