Name: Strategy & Planning professionals
Brand: Upwork
Rating: 4.9 (455 reviews)

Check out Strategy & Planning Freelancers in the United States with the skills you need for your next job.

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Clients rate Strategy & Planning professionals

4.9/5

based on 455 client reviews

$75 hourly
- 5.0/5
- (116 jobs)
Hi there! If you're looking for expert assistance with Kajabi, Shopify, Wix, or Squarespace, you’ve come to the right place! I’ve helped dozens of clients collectively reach over $1.5M+ in sales on Kajabi and have extensive experience with Shopify, Wix, and Squarespace. My goal is to help you succeed on any of these platforms, ensuring you get the most out of your investment. Kajabi Expertise: 🌟 Business Strategy & Operations: Crafting effective business strategies tailored to Kajabi’s unique environment. 🌟 Website Design & Migration: Designing eye-catching, user-friendly websites and seamlessly migrating content. 🌟 Product & Course Creation: Developing engaging courses and products to captivate your audience. 🌟 Marketing: Funnels, Sequences, & Automations: Creating robust marketing funnels, automated sequences, and email campaigns. 🌟 Opt-Ins & Lead Generation: Building effective lead generation strategies and opt-in forms. 🌟 Analytics & Google Analytics: Utilizing analytics to track performance and optimize strategies. 🌟 Kajabi Set-Up & Integrations: Setting up and integrating various tools to streamline your business operations. Shopify, Wix, and Squarespace Expertise: 🌟 E-Commerce Store Setup & Optimization: Setting up and optimizing online stores for maximum sales and efficiency. 🌟 Custom Theme Design & Customization: Designing and customizing themes to match your brand’s identity. 🌟 SEO & Digital Marketing: Implementing SEO best practices and digital marketing strategies to drive traffic. 🌟 Content Management & Blogging: Managing content effectively and creating compelling blog posts. 🌟 Integrations & Plugins: Integrating third-party tools and plugins to enhance functionality. 🌟 Customer Experience Enhancement: Enhancing user experience to increase customer satisfaction and loyalty. With over 15 years of experience in business strategy, customer experience, digital strategy, and marketing, I bring a wealth of knowledge to every project. Understanding customer interaction with products and leveraging that information to craft successful marketing strategies is my passion. Exceeding customer expectations and gaining their loyalty is the most rewarding aspect of my career. Whether you want to be hands-on or outsource your needs to a seasoned professional, I’m here to ensure your platforms are optimized for success. Ready to start your project or enhance your existing setup? Click the green contact button, and let’s create a plan to elevate your project to the next level! Let’s get into it! Sample Projects I've Worked On: ✔ keithfitz-gerald.com ✔ ariellerubinmd.com ✔ myfinancetrainer.com ✔ gailking.com ✔ terrywatson.com ✔ marywelch.com ✔ maramaathome.com ✔ practiceinterviews.com ✔ thefreelancingprogram.com ✔ uraniuminsider.com ✔ beessentialcoach.com ✔ colbyrebel.com ✔ physiciancoachtraining.com ✔ empoweredplanning.com

Strategy & Planning
Web Development
Adobe Photoshop
HTML
Google Analytics
Kajabi
Wireframing
Adobe Analytics
Marketing
Strategy
Taxonomy
$70 hourly
- 5.0/5
- (15 jobs)
⭐️⭐️⭐️⭐️⭐️ TOP RATED PLUS Social Media Marketing Manager with over 5 years of Social Media Management/Marketing Experience ✅ Social Media Strategy ✅ Social Media Marketing ✅Tiktok Videos & Instagram Reels Specialist ✅Repurposing your UGC videos into your social media strategy 👉 Create a social media strategy to grow your brand 👉 Create and curate engaging content specifically tailored to your brand 👉 Schedule + post content to the social media profile(s) of your preference 👉 Engage with your online community 👉 Edit any video/photos you may want to use for your page 👉 Grow your audience and act as a direct customer service liaison for your brand.

Strategy & Planning
Strategy
Social Media Marketing Plan
Social Media Strategy
Social Media Video
Social Media Content
Content Creation
TikTok Marketing
Social Media Management
Social Media Marketing Strategy
Social Media Content Creation
TikTok
Social Media Marketing
$50 hourly
- 5.0/5
- (76 jobs)
Congratulations on your upcoming fundraising adventure! As nonprofit organizations, we are a field where heart and business combine to create true change in the world. Whether your organization works with children, animals, the environment or communities as a whole, I can assist you in reaching your goals. My primary goal in working with you will be to meet your needs, whether they are research, database maintenance, donor engagement, event planning/implementation or overall development strategy. As I work with nonprofits, I work to understand your mission and how to best connect donors to that mission. Below are some ways which I can assist your organization in reaching it's goals - I look forward to working with you soon! Prospect & Grant Research: Review of prospects and detailed descriptions of prospective donors. Including researching grants your organization is eligible for, organizing the needed data to create the grant, writing the grant in a compelling and articulate way and providing deliverable outcomes to report to foundations. Marketing & Promotion: Design campaign strategies (either one time, ongoing or capital), provide creative writing, design outline & copy for annual appeal letters/postcards/ emails; social media content. I will assist you in developing a holistic strategy that includes email, newsletters, social media and traditional mailings. Data Management & Online Platforms: System review for best options; donor segmentation and targeting; tagging; form building; etc. Some of the systems I am an expert in include: Raiser's Edge, Salesforce, eTapestry, Fundly, Reeher, Little Green Light, CommunityFunded, SchoolAuction, Infoview, Banner and others. Development Strategy & Operations: I will work with you to plan strategies for short or long term development plans - this can be a one year plan or up to a 5 year plan - and then implement the plan for positive results; review of gift processing, tracking, data management, donor stewardship & cultivation; review of development operations. The plans I create are holistic in approach and utilize the latest best practices in fund development, including multi-channel outreach spanning digital platforms and traditional methods. Donor Engagement & Stewardship: Creating engaging stewardship pieces that show appreciation for donors at all levels. We will assess together whom your audience is and I can assist in segmenting and targeting your message to meet your donor needs. During the past decade, I have raised over $11.5 M by using an array of strategies and tools. I have been able to secure major donations, increase new donors by 20%, create a retention rate increase of 12%, increased donations by up to 26% within a 7 month time frame, increase Giving Day initiatives by $100,000+ in one year, marketed events in a way which they sold out for the first time ever, design engagement and stewardship opportunities that kept donors coming back and overall team building among development staff to ensure a motivated and empowered team. The above skill sets have helped me time and again to climb over different fundraising mountains and see success at the top. Now, I wish to help guide your organization as you grow and see as much success as I have the past 7 years. I'm here bring my experience and tools as we take on these challenges together, with my goal to help you successfully raise the funds you need. I am pleased to be starting this new journey with you as your fundraising guide while we work together to continue your mission. Let's get started!

Strategy & Planning
Grant Writing
Grant Research & Prospect List
Pitchbook
Strategy
Event Planning
Brand Development
Operational Plan
Creative Strategy
Fundraising
Creative Writing
$95 hourly
- 5.0/5
- (7 jobs)
I work at a velocity that other freelancers can't compete with. As an award-winning marketing leader and expert in Marketing, PR and Brand Strategy, I bring a unique set of skills and expertise to the table. With experience as a VP of Marketing, I have a lightning-fast learning curve, an in-depth understanding of KPIs, and I can write 30-40k words a month for website, blogs, social media, and other digital products. My expertise in SEO writing, social media strategy, and content creation allows me to deliver optimized solutions that drive customer engagement, lead generation and brand awareness. I have extensive experience setting up, managing and operating TikTok Shops. In 2023, I create a top 50 home & living category shop that generated over $100K in sales in the first 3 months. I stay up-to-date with the latest marketing, writing, and SEO technologies, enabling me to provide a comprehensive suite of marketing services that can be customized to meet your specific needs. My ability to create valuable content, share success stories, and back up my claims with data can help clients optimize their online presence, create compelling brand stories, and support social media efforts in a way that sets them apart from the competition.

Strategy & Planning
Marketing Strategy
SEO Writing
Landing Page
Email Communication
Wireframing
Social Media Website
B2C Marketing
Branding
Writing
Strategy
Website Copywriting
Content Writing
Social Media Content
$150 hourly
- 5.0/5
- (81 jobs)
I am an advisor, facilitator and coach. I help business owners get what they want from their business. I have worked for business owners all my life. My father and all four of my grandparents were entrepreneurs. Over the past 25 years, I have worked with hundreds of entrepreneurs, owners and their leadership teams to achieve some of their most important objectives and solve some of their biggest problems. I started my career as a credit analyst at a large national bank. After graduating from business school, I became an advisor and investment banker with a focus on helping growing family-owned and privately held companies acquire other businesses and raise capital. I became an EOS implementer when I realized many of my best clients were running on EOS. I started my advisory practice in 2018. In addition to teaching EOS to leadership teams, I teach the Value Acceleration Methodology to owners – a process modernized by the Exit Planning Institute. I am a problem solver and connector. Please let me know if there is ever anything that I can do for you. Professional EOS Implementer, EOS Worldwide Certified Exit Planning Advisor, Exit Planning Institute FINRA Securities Licenses The Series 7 exam — General Securities Representative The Series 63 exam — Uniform Securities State Law The Series 79 exam — Investment Banking Representative Education: Tepper School of Business at Carnegie Mellon University (May 2004) - MBA in Finance Allegheny College (May 2000) - BA in Economics Eagle Scout, Boy Scouts of America

Strategy & Planning
Succession Plan
Business Valuation
Company Valuation
Pitchbook
Executive Coaching
Small Business Administration
Capital Markets
Investment Banking
Due Diligence
Corporate Finance
Management Consulting
Strategy
Business Plan
Mergers & Acquisitions
$83 hourly
- 5.0/5
- (5 jobs)
I bring over 15 years of experience managing high-impact, multi-million dollar programs and projects, coordinating cross-functional teams, and driving strategic initiatives from concept to completion. My leadership is grounded in strong project management principles, meticulous budget oversight, and an unwavering focus on delivering results. I foster transparent communication across all levels of an organization, ensuring that stakeholders remain informed, engaged, and aligned with the project’s objectives. Key Leadership Achievements: * Strategic Database Initiative: Spearheaded the development and deployment of a centralized referential database, creating a unified repository for employee and client data. Directed a multi-disciplinary team, ensuring the project adhered to timelines and budget while aligning with long-term business objectives. This project enhanced organizational data accessibility and supported improved decision-making at the executive level. * Comprehensive Software Development Program: Designed and executed a multi-year, enterprise-wide software development initiative, overseeing all phases from requirements gathering to deployment. Led teams of business analysts, developers, and QA professionals, implementing Agile methodologies to ensure iterative progress and stakeholder feedback loops. Delivered the program on time and within budget, improving operational efficiency by 25%. * Data Integrity & Governance Framework: Developed and enforced a data governance framework that standardized processes across the organization, ensuring data accuracy, compliance, and integrity. Led cross-functional teams to implement ongoing data validation and maintenance procedures, significantly reducing data discrepancies and enhancing the reliability of business insights. * Change Management & Systems Integration: Played a key leadership role in a large-scale system integration program, successfully managing the transition of legacy systems to modern platforms. Collaborated with change management teams to ensure smooth adoption of new technologies and processes across business units, minimizing downtime and maximizing operational continuity during the transition. With deep expertise in program and project management, I am passionate about guiding complex initiatives to successful outcomes. I excel at aligning teams, managing resources, and delivering projects that support strategic goals. Whether you need to streamline operations, implement new technologies, or manage large-scale programs, I’m here to provide the leadership and direction needed to bring your vision to life.

Strategy & Planning
Automation
Atlassian Confluence
Jira
Leadership Skills
IT Consultation
Strategy
Agile Project Management
Risk Assessment
Management Skills
Project Risk Management
Cybersecurity Management
Project Management
Product Management
Business Analysis
$60 hourly
- 5.0/5
- (71 jobs)
I am an experienced higher education professional with a demonstrated history of leadership in higher education & the nonprofit industry. I have extensive experience in program development, management, and evaluation, and I specialize in problem-solving, developing strategy, and managing teams.

Strategy & Planning
Project Management
Change Management
Business Development
Strategy
Nonprofit Organization
Leadership Skills
Program Management
Higher Education
Curriculum Design
Program Evaluation
$55 hourly
- 5.0/5
- (60 jobs)
As a first-generation Haitian-American with a rich storytelling heritage, I blend cultural insights with city-smart finesse to craft compelling brand narratives. My expertise extends beyond copywriting—I help businesses develop innovative marketing plans that build brand awareness, forge authentic connections with customers, and drive business growth. As both copywriter and strategist, I collaborate with brands to create messaging that goes beyond selling—inviting customers into a community that shares their values and values them back.

Strategy & Planning
Landing Page
Haitian Creole to English Translation
English
Creative Writing
Society & Culture
Strategy
Arts & Culture
Editing & Proofreading
Copywriting
Press Release
Blog
Editorial Writing
Academic Writing
$50 hourly
- 5.0/5
- (11 jobs)
In a world of profiles written by ChatGPT, I hope you find this short and refreshing. This is what I do: • I build websites for local or service area businesses. • I make them so that they have a better chance for your business to show up on Google's local search. • I charge hourly and won't try to upsell you to a monthly service unless you ask. This is my experience: • 20+ years building websites • 20+ years in local business marketing • 20+ years experience in helping your business get ranked (aka Search Engine Optimization or SEO) • 10+ years answering any business question you may have (aka Consulting) Here are what other people say about my work: ⭐️⭐️⭐️⭐️⭐️ "Carlos is very insightful and has given me very good suggestions on how to improve the searchability of my website. I highly recommend his services." -Jerry C ⭐️⭐️⭐️⭐️⭐️ "Carlos is a master at what he does! He completely transformed the way that I marketed my business & he helped me immensely on the technical side of it all! Thank you for your patience and willingness to offer such needed services!!!" -Lizette V ⭐️⭐️⭐️⭐️⭐️ "Carlos Gonzalez is amazing and extremely professional! He is a high valued business man and I would trust my work to him any-day. We have worked together many times in the past, and he puts in 110% effort each and every-time. I look forward to the next opportunity that I have to work with Carlos." -Andrew I ⭐️⭐️⭐️⭐️⭐️ "Carlos has been amazing in helping me set up my website from ground zero when I started my business and is always there when I have questions and need changes." -Carla S ⭐️⭐️⭐️⭐️⭐️ "Carlos saved the day when I needed assistance with what was to me an overwhelming website project. He jumped in and did the work and went above and beyond with completing the project in a timely and professional fashion. Thanks Carlos!" -Melanie D If it helps: • I have a BA in Media Arts and Design • I have an MS in Education Media Design & Technology • I taught Web Design at the college level • Army Veteran (Active Duty + Reserve) • Fan of Brooklyn Nine-Nine and Cobra Kai

Strategy & Planning
Web Development
Facebook Advertising
WordPress Development
Marketing Consulting
Business Consulting
Startup Consulting
Strategy
WordPress Theme
Blog
WordPress Consultation
WordPress
Consultation Session
Search Engine Optimization
$62 hourly
- 5.0/5
- (7 jobs)
Hello and welcome to my profile! As a thought leader, I value resource management. Whether you're allocating CAPEX or OPEX, I bridge gap between the C-suite, financial planning, technology (project finance), operational excellence while working collaboratively with sales & marketing, HR and operational systems. My skill sets are briefly summarized under these deliverables: - Developing metrics & KPIs; Capital raise $6m+ YTD. - Financial modeling & Scenario Planning. - Preparation of the three financial statements & Operating Trackers. - Accounting to GAAP and IFRS compliance - A practical approach to industry insights through research and experience. - Strategic Financial Planning & Reporting Execution - Financial Transparency leveraging systems - Financial analysis & Data analytics

Strategy & Planning
Project Management
Corporate Finance
Leadership Skills
People Management
Data Analytics & Visualization Software
Strategy
Project Finance
US Taxation
Financial Planning
QuickBooks Online
Oracle Hyperion Planning
Management Skills
Financial Analysis
Accounting Principles & Practices
Financial Accounting
$225 hourly
- 4.9/5
- (12 jobs)
Empowering start-ups, scale-ups, and departments by providing expert guidance in strategy, growth, and operations to help teams plan and execute successful growth initiatives. Seasoned executive and entrepreneur with a demonstrated history of strategic, financial, marketing, and operational skills and successes.

Strategy & Planning
Business Planning & Strategy
Project Management
Market Analysis
Strategic Plan
Business Plan
Relationship Management
Financial Projection
Organizational Design & Effectiveness
Strategy
Human Resource Management
$150 hourly
- 5.0/5
- (1 job)
25 years experience in B2B Sales, Marketing and Managerial Finance. Experience in the high-tech , manufacturing and supply chain industry segments. Track record in aligning Finance, Sales and Marketing teams to optimize revenue growth.

Strategy & Planning
Product Marketing
Contract Negotiation
Financial Planning
SAP
Business Management
Audience Segmentation & Targeting
Financial Analysis
B2B Marketing
Strategy
Data Visualization
$75 hourly
- 5.0/5
- (2 jobs)
I am an award winning designer who is friendly, efficient, and has led design projects for start-ups and market leaders. If you have a product idea and want to transform it into a real product. I can help. My goal is to understand your idea and what impact you want the product to have on the user. If you know the price point the product needs to be I will incorporate that into the design, if not I can show you design options depending on if it's affordable or expensive. I will explore a variety of ways to design your product using different materials and manufacturing methods. You will see sketches and images similar to photographs of the designs, how the user interacts with it, and what the materials are. Once you choose a concept I will optimize it for the manufacturing methods by refining the design and building CAD models. It will be ready to send to an engineer for DFM or a manufacturer to get an early quote. By hiring me as a consultant, you can benefit from a fresh perspective, extensive design experience, and a dedicated focus on delivering innovative product & HMI solutions. Whether it's a complete product overhaul or minor design enhancements, I'm committed to driving results that positively impact your company's bottom line. I offer a premium experience to my clients. They are my priority. My design process is focused on the user's experience with your product and creating value that will generate profit for your business. If we learn something new that changes the trajectory, no problem. We will adapt to create the best outcomes. I'm also flexible. I look forward to the opportunity to collaborate with you or your team by leveraging my design expertise to help your company achieve its goals and stay competitive in today's dynamic market. If you have any questions or would like to discuss how we can work together to enhance your products and boost your company's success, please don't hesitate to contact me.

Strategy & Planning
Presentations
Strategy
Research & Strategy
Research & Development
User Experience Design
Product Design
Product Development
UX & UI Design
Industrial & Product Design Consultation
$90 hourly
- 4.9/5
- (5 jobs)
I am passionate about running your initiative effectively to drive the most efficient output - whether it be from a strategy, research, analysis, or implementation perspective, I would love to play the role of someone who gets their hands dirty to dig in and find out what the problems are, and how to prioritize their solves. It would be an honor to at minimum be able to discuss your opportunity and see if there is space for me to help! I have over a decade of experience in managing budgets, strategic initiatives, and managing Tableau analysis for organizations. I have performed this in the retail, grocery, executive search, and restaurant industries. While I may not have the exact expertise in your field, I view analysis as numbers that can tell the story. Let's connect to see if I can help you get your job done

Strategy & Planning
Financial Projection
Data Analysis Consultation
Data Analysis
Financial Consulting
Budget Management
Financial Reporting
Financial Modeling
Business Analysis
Research & Strategy
Financial Planning
Change Management
Presentations
Microsoft Excel
Strategy
Financial Analysis
$45 hourly
- 4.6/5
- (18 jobs)
My concept was born in the midst of the pandemic. With businesses putting their hiring on hold and resorting to layoffs, I identified the need to make a change to the way we look at internal recruiting. I work with you and your business to become a temporary extension of your business’s hiring needs. I am the full cycle recruiter that makes hiring a BREEZE!

Strategy & Planning
Startup Consulting
Biology Consultation
Strategy
Process Improvement
Company Policy
Human Resources Consulting
Customer Service
LinkedIn Recruiting
Human Resource Management
Recruiting
$50 hourly
- 5.0/5
- (42 jobs)
Michelle is a seasoned HR professional with over 15 years of experience across diverse industries. She excels in optimizing HR operations, from onboarding and HRIS system management to process improvement and strategic talent acquisition. Michelle's expertise in streamlining processes and implementing scalable solutions enhances organizational effectiveness and employee satisfaction. Her approach integrates industry best practices with a commitment to fostering a collaborative and high-performing work environment. Known for her strategic insights and operational excellence, Michelle offers both one-time project support and ongoing consulting services for organizations ranging from local churches to international start ups. ✅ SPHR Certified ✅ HRIS Expert ✅ Talent Acquisition Specialist ✅ Skilled in Benefits Administration and Auditing ✅ Strong Research Abilities Available for project-based or continuous consulting engagements.

Strategy & Planning
Recruiting
Benefits
Human Resources Compliance
Spreadsheet Software
Payroll Accounting
Human Resource Information System
Marketing Audit
Process Improvement
Employee Engagement
Human Resources Consulting
User Manual
Human Resource Management
Employment Law
Strategy
HR & Business Services
$125 hourly
- 5.0/5
- (179 jobs)
General I have over 35 years of experience in the Mutual Fund Industry in various roles. I have concentrated in tax accounting in both operations and an oversight role in the Treasurer's Office. I can bring a wide range of operational experience to any role. I am proficient in Microsoft Excel, Word and Power Point.

Strategy & Planning
Accounting Basics
Strategy
Tax Law
Tax Preparation
Financial Report
Microsoft Excel
Tax Return
Tax Theory
$50 hourly
- 5.0/5
- (7 jobs)
Kharas Peters is a passionate innovator and marketer dedicated to creating and managing content to build growth within businesses and organizations. She is a graduate of the University of West Florida where she received her Bachelor of Arts in Communication. Her area of emphasis was Public Relations with a minor in Marketing Applications. Kharas is currently pursuing her master's in Strategic Communication and Leadership with a certificate in Health Communication. Kharas has extensive marketing and communication experience in retail, higher education, and classroom work. She has held marketing positions for four different retail locations, the Center for Entrepreneurship, and the Office of Institutional Communications at the University of West Florida. In addition, Kharas runs her own marketing company which specializes in email marketing and flow creation for Ecommerce, Youtube ads, Pinterest ads, copy writing for Ecommerce, and consulting for boutique owners!

Strategy & Planning
Ecommerce
Fashion & Apparel
Content Creation
Communications
Marketing Management
Social Media Marketing
Marketing Strategy
Strategy
Content Writing
Email Marketing
Email Copywriting
Email Automation
Email Design
Mailchimp
Klaviyo
$100 hourly
- 5.0/5
- (16 jobs)
Diversity, Equity and Inclusion SUMMARY Diversity and Inclusion senior executive who pioneered the D&I function within a national professional organization with a strategic focus. Leadership roles span 15 years, culminating in the development of leadership landmarks for women, Blacks, and Latinos. Highly effective at articulating the vision and uniting coalitions to build a unifying mission for diversity, equity and inclusion. Adept at forming key advocacy groups and strategic partnerships to affect desired progress. Respected among peers, executive team, and membership as a strong cross-functional leader. Well-developed writing and research skills. Early career included senior roles in strategic planning and financial reporting. Currently working as a diversity, equity, and inclusion consultant for a client base among non - profit organizations. AREAS OF EXPERTISE Cross-functional Team Leadership Diversity, Equity & Inclusion Ethics & Governance Public Speaking Relationship Development Board Relations Publication Writing Strategic Initiatives & Partnerships Program Development

Strategy & Planning
Leadership Skills
Facilitation
Management Skills
Strategy
CPA
Change Management
Business Writing
Data Analysis
Presentation Design
Business Presentation
Accounting Basics
$225 hourly
- 5.0/5
- (73 jobs)
I’ve built a career in strategy (Google, Bain & Co.), and as such, I have spent more time in PowerPoint and Google Slides than any normal human should. Somehow though, I still enjoy reviewing, improving, and building presentations. —MY EXPERIENCE— My work at Bain has gone to boards, C-level executives, and executive committees at Fortune 500 / FTSE 100 companies. At Google my materials are seen by VPs and above. As a freelancer (on the side), I’ve worked directly with start-up founders preparing for their seed round, Fortune 500 executives preparing content to present to their C-suite and board, and everything in between. (See portfolio for some illustrative examples.) —MY APPROACH— I think of my presentation work as building LEGOs - typically you supply the content (the LEGO pieces), with some ideas as to what you want, then I go away and build an organized, creative deck with a coherent storyline that will help you land your message. I consider your audience and what they care about, and I consider you as the presenter and build decks to make sure the connection between the two is optimal. —MY PROCESS— I am typically very collaborative. You send materials, we have an initial call, then I put together a first draft that you can react to. We then have a calibration call, and then we go back and forth with iterations until the deck is perfect. I’m not done until we are both absolutely confident that your pitch deck / board presentation / sales presentation / etc. is a winner. —MY VALUE— I am someone who will challenge you. My value add is not just transactional slide building. My real value is as a partner and advisor on a project. If I think your deck is too long, I’ll tell you. If your proposed storyline is confusing, I’ll advise you. Where we disagree, I commit to explaining my viewpoint and then committing to whatever you, as the client, ultimately decide.

Strategy & Planning
Sales Presentation
Google Slides
Microsoft PowerPoint
Chart Presentation
Presentation Design
Data Visualization
Marketing Presentation
Business Presentation
Presentation File Format
Presentations
Business Consulting
Pitch Deck
Management Consulting
Strategy
$195 hourly
- 5.0/5
- (13 jobs)
For 25 years, I have worked with businesses, nonprofits, local, state, and federal governments to improve program outcomes and deliver better services. I research and develop private/public partnerships and solutions and help businesses identify government needs, navigate procurement processes, and write and submit winning proposals. Whether adding fresh perspective to an existing team or being the expert guide to support your company's successful venture into government procurements, I can help. My track record of achievement includes: • 25-year expert in successful government procurement pursuits and partnerships for businesses and non-profits • Wrote and/or managed government proposals awarded more than $850 million in revenue • Experienced in all aspects of state, local, and federal procurements • White House-recognized leader for government/private business partnership project • National and State conference presenter on government procurement processes and government employer programs

Strategy & Planning
Technical Writing
Nonprofit Organization
Request for Proposal
Business Proposal Writing
Proposal Writing
Research & Strategy
Strategy
Human-Centered Design
Government & Public Sector
Government Procurement
RFP Writing
Grant Writing Consultation
Grant Application
Grant Writing
$35 hourly
- 5.0/5
- (12 jobs)
Hi! My name is Catherine. I have an MA in public history and a strong background in genealogical and historical research- I'm a professional archival researcher by day. I am an expert on research of all kinds. While my focus is on historical and genealogical research, I also have experience writing on a wide variety of topics including real estate, pop culture (reality television, YouTube stars, sci-fi and fantasy series, comic books, etc.), working in higher education, the history of fashion, and more! Whatever you're looking for, we can work together to make it happen! I am also an experienced social media manager and content creator. I currently manage and create content for 4 successful, professional social media accounts on platforms including Twitter, Facebook, and Instagram.

Strategy & Planning
Genealogy
Community Outreach
Online Research
Niche Research
Copy Editing
Social Media Management
SEO Writing
Real Estate Marketing
Archiving
Strategy
Blog Writing
Social Media Content
Topic Research
Blog Content
History
$150 hourly
- 5.0/5
- (7 jobs)
With extensive Big 5 experience and an entrepreneurial mindset, I specialize in driving financial growth and optimizing operations. Renowned for enhancing corporate finance, I champion acquisition strategies and valuations that bolster business efficiency and profitability. As a finance transformation leader and integration specialist, I excel at financial planning and analysis (FP&A), delivering cost reduction, and maintaining compliance within dynamic market environments. Data-Driven Financial Analysis & Reporting: Adept at financial analysis, I'm committed to accurate and compliant GAAP financial reporting, skillfully managing the preparation of financial statements. My financial dashboard design accelerates decision-making through key performance indicators (KPIs), return on investment (ROI) analytics, and comprehensive revenue forecasting. Budget Development & Financial Forecasting Expertise: I empower executives with budget management, variance analysis, and financial forecasts, striving for financial stability and increased EBITDA. With a focus on treasury management, I devise cash flow forecasts and long-term financial projections addressing liquidity management and fiscal sustainability. Acquisition Due Diligence and Capital Investment Planning: I am a due diligence expert and capital investment strategist, skilled in mergers and acquisitions (M&A), ensuring the reliability of financials and sophisticated financial modeling to evaluate investment opportunities and internal rate of return (IRR). Robust Internal Control Systems & SOX Compliance: I design and enforce operational controls with a flair for risk management, targeting reduction in fraud and ensuring Sarbanes-Oxley (SOX) compliance. My internal audit practices and financial policies enhance corporate governance for high-value entities within publicly listed companies. Transformational Leadership & Team Building: As a change agent, I have achieved significant profit growth and sales enhancement by fostering innovation and teamwork. My leadership in talent management and human resources has notably decreased turnover rates, underscoring my commitment to workforce diversity and inclusion initiatives. Technical Proficiency: I am proficient in an array of financial software applications, including: • Microsoft Excel and Office Suite • QuickBooks (Desktop & Online) • Sage Intacct (Cloud Accounting) • Bill.com (AP/AR Automation) • HubSpot (CRM & Sales) • BuilderTrend (Construction Management) • Shopware (Ecommerce Platform) • Service Fusion (Construction Management) • Kartra (Ecommerce Platform) Through strategic insight and financial stewardship, I offer more than expertise—I provide progressive leadership to guide businesses towards groundbreaking success.

Strategy & Planning
Budgeting & Forecasting Software
Management Accounting
CPA
Taxes
Financial Reporting
Financial Modeling
Strategy
Microsoft Office
Analytical Presentation
Accounting
Internal Control
Intuit QuickBooks
GAAP
Sage
Financial Variance Analysis
$125 hourly
- 5.0/5
- (30 jobs)
I am a small business owner and small business coach. I specialize in financial strategy and bookkeeping set-up. I have a collaborative approach and work closely with my clients to ensure they're able to perform bookkeeping tasks confidently and interpret financial reports. Services include: Financial strategy Budgeting Custom Chart of Accounts Quickbooks Clean Up QuickBooks Report Training QuickBooks Bookkeeping Training Help with Basic Accounting Principles

Strategy & Planning
Small Business Administration
Account Reconciliation
HubSpot
Jira
QuickBooks Online
Microsoft Project
Financial Analysis
Smartsheet
Strategy
Data Analysis Consultation
Business Consulting
Project Management
Bookkeeping
Intuit QuickBooks
Microsoft Excel
$125 hourly
- 5.0/5
- (22 jobs)
As your Personal CFO, I harness the power of personal cash flow management to help you maintain your current lifestyle while preparing for your financial future. I fulfill the cash flow management needs of high-net-worth households, business owners and C-Suite executives, those with complex financials and limited time. After a banking career that spanned more than two decades, I know how to bring order, structure and clarity to finances. My clients have the insight they need to make informed financial decisions for their households. As your PERSONAL CFO, I can help you: | Know where you’re spending your money and pinpoint ways to reduce costs with reliable and accurate expense reviews | Have the confidence to make informed financial decisions with on-time and comprehensive cash flow reports | Keep your financial house in order so you can use your time to pursue your passions As your PERSONAL CFO, I provide: | Weekly review of all spending accounts and expense categorization | Create, maintain and monitor household spending plan | Comprehensive reporting, including bi-monthly, monthly, quarterly & annual cash flow reports | Identify financial trends and assist with cash flow forecasting and day-to-day cash management | Fraud prevention and checks & balances | Identify cost-savings opportunities to support household financial health & wellness | Tell me if I've missed anything. Chances are, it's in my wheelhouse, too. Each month, we'll meet virtually for a one-hour cash flow analysis call. During the call, we'll review household spending trends, identify potential gaps between income and expenses and help you align your day-to-day spending with your long-term financial goals. Our proactive approach to managing your personal finances puts you in control. Ready to organize your finances? Send a direct message to schedule a complimentary consultation call. ABOUT ME: Sara Hobbs is the CEO & Co-Founder of Forecastle Financial, a boutique virtual Personal Bookkeeping firm based in Tennessee. Forecastle Financial fulfills the cash flow management needs of high-net-worth households, business owners & C-Suite executives, those with limited time & complex financials. Sara serves her clients with a proactive approach to personal cash flow management. After a banking career that spanned more than two decades, Sara knows how to bring order, structure & clarity to finances, ensuring that her clients have the insight they need to make informed decisions.

Strategy & Planning
Risk Management
Personal Finance & Wealth Management
Bookkeeping
Financial Statements Preparation
Personal Finance
Intuit Quicken
Intuit QuickBooks
Cash Flow Analysis
Budgeting & Forecasting Software
Financial Statement
Strategy
Budget Planning
Personal Budgeting
Problem Resolution
Financial Consulting
$45 hourly
- 5.0/5
- (9 jobs)
Creative visionary and digital storyteller, I craft unforgettable brand journeys and set new standards in digital media. With a passion for pushing creative boundaries, I bring each brand’s unique story to life through impactful campaigns, immersive content, and inspired design. Let’s make something extraordinary. My areas of expertise include: - Branding - Content Design & Development - Photo & Video Editing - Digital & Print Graphic Designs (E-Books, Deck Presentations, Webinars, Training Courses, Infographics, Email Campaigns, Landing Page Design) - and so much more!

Strategy & Planning
Presentations
Infographic
Presentation Design
Project Management
Marketing
Social Media Content
Email Marketing
Social Media Management
Strategy
Branding
Content Creation
Ad Creative
Email Design
Flyer Design
Video Editing & Production
$60 hourly
- 5.0/5
- (11 jobs)
Quality, creativity, and speed are the skills that have kept me writing professionally for more than 15 years. If you need content of any variety, let’s get a conversation started and see how we can work together to make your project better, less stressful and keep it on deadline. Whether you need a full-length feature story, blog post, press release, SEO tune-up or a handful of tweets, let me craft copy that’s both memorable, compelling, and impactful that will set your work and project apart.

Strategy & Planning
Branding
Marketing Presentation
Brand Consulting
Marketing
Communications
Creative Direction
Journalism Writing
Freelance Marketing
Strategy
Article Writing
Content Writing
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