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  • $150 hourly
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Corporate Governance
    Recruiting & Retention
    Business Plan
    Supervision
    Tax Strategy
    Shareholder Relationship
    People Management
    Company Valuation
    Business Cases
    Investment Strategy
  • $45 hourly
    Recent Client Feedback / Testimonials: "Fantastic work. High quality deliverable and quick turnaround. Strong knowledge on the topic. Always available for follow-up queries. 100% recommended" "This guy is THE MAN. Excellent work ethic and very strong at working accurately and also very quickly." "Enjoyed working together, he went the extra mile to ensure the work was completed on time and done professionally. He is a great person, and I would love to work again." My services include: * CFO, Advisor, Consultant * Financial Modeling & Analysis * Financial Feasibility (for start-ups, projects, etc.) * Excel Connoisseur (Top 5%) * Bookkeeping Professional * Accounting Cleanup Expert * Accounting Systems Specialist * Quickbooks - Certified ProAdvisor From working in PwC for 5+ years to a CFO for different manufacturing entities, I have developed highly specialized financial and accounting skills. I only apply for jobs that I'm qualified for. I have over 12+ years of experience in this field with company sizes ranging from startups to highly complex manufacturing units with 5,000+ employees. For a detailed list of my services, please see the respective Specialized Profiles.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Supervision
    Financial Reporting
    Financial Policies & Procedures
    Xero
    Business Valuation
    International Financial Reporting Standards
    Financial Modeling
    Financial Analysis
    Accounting
    Intuit QuickBooks
    Bookkeeping
    Microsoft Excel
    Budget Management
    Income Statement
    International Accounting Standards
  • $10 hourly
    Thank you for stopping by and visiting my profile. As a highly skilled professional with strong project management, online marketing, and multitasking abilities, I am confident in my ability to significantly contribute to your business's success. As a top-performing Virtual Assistant, my primary focus is to deliver exceptional quality and ensure complete client satisfaction. I am detail-oriented, diligent in following up and completing assigned tasks, and a creative thinker capable of generating ideas to achieve objectives. My areas of expertise as a freelancer include: 1. Internet Research, Data Entry, Data Transcription, and Data Mining 2. Email Marketing and campaign management, including experience with CRMs such as Infusionsoft, Salesforce (Rev), GetResponse, Zoho, Aweber, Pipedrive, Freedomsoft/REI Simple, Podio, Hubspot, and LionDesk 3. Proficiency in Graphic Design, including brochures, flyers, postcards, UI, and web design using Photoshop and Illustrator; eBook design with InDesign 4. Expertise in 2D Video Animation and Video Editing using software like Camtasia, VideoFx, Adobe After Effects CC, Adobe Premiere CC, and PowToon 5. Extensive knowledge of WordPress, Squarespace, Wix, and Weebly, with experience in Divi, Jupiter, WP Bakery, and Elementor themes 6. Proficient in designing presentations using PowerPoint, Prezi, and Google Slides 7. Expertise in Microsoft & Google products, including Word, Excel, Google Docs, Basecamp, Asana, Hootsuite, Dlvr.it, and more 8. Experience promoting products on various classified sites such as Craigslist, Kijiji, WordPress, eBay, and Amazon 9. Knowledge of SEO and SMM, covering platforms like Facebook, Twitter, Google+, and LinkedIn; generating reports from Google Analytics and Web 2.0 10. Content development for social media, websites, blogs, and white papers 11. Familiarity with CSS, HTML, XML, SQL, and Python, along with cPanel expertise Please review my portfolio for further insight into my accomplishments and work history. Highlights include: 1. Assisted numerous clients as a Virtual Assistant in tasks such as email management, customer service, web research, social media page management, WordPress blog updates, email marketing, and client portfolio management 2. Completing over 100 transcription projects with 99% quality, even with poor audio quality 3. Designing over 1,000 professional graphic designs, including banners, brochures, flyers, postcards, and newsletters 4. Conducting web research to retrieve contact information and generate databases for various projects 5. Successfully managing complex web research projects 6. Serving as a marketing assistant for over 100 top brands and CEOs, demonstrating extensive knowledge of digital marketing and social media lead generation 7. Managing Amazon SEO projects for clients to improve book rankings and secure 5-star reviews 8. Handling numerous data entry, data mining, and data conversion projects Key strengths include: 1. Over five years of experience as a Customer Service Representative and Virtual Assistant 2. Excellent oral and written communication skills 3. Proficiency in Graphic Design, WordPress, and Google Pro 4. Typing speed of 50-55 WPM with 100% accuracy 5. Expertise in MS Office (Word and Excel) and Google Docs and Spreadsheets 6. Strong analytical skills 7. Organized and process-driven approach
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Market Research
    Lead Generation Content Creation
    Administrative Support
    Data Mining
    Data Analysis
    Logo Animation
    Social Media Plugin
    Social Media Lead Generation
    List Building
    Video Editing & Production
    Content Writing
    Blog Content
    Lead Nurturing
  • $80 hourly
    I have more than 11 years of extensive and diverse finance and accounting experience in handling multiple clients.I am an expert in Data migration ,Financial consulting ,month-end closing, general ledger analysis , financial analysis & related procedures. I have also helped multiple clients in migration, implementation and ongoing support to Sage Intact from legacy systems. I am also a certified Pro advisor in QuickBooks and Xero. Areas of expertise: Implementation and Migration from Legacy systems Month End Closing and Reporting. Budget preparation and comparison. Bank Reconciliation. Balance Sheet Reconciliation. Report Writing in Sage Intacct. Software Expertise. Sage Intacct QuickBooks MRI Web Xero
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Financial Modeling
    Real Estate
    Sage Intacct
    Xero
    Bookkeeping
    Yardi Software
    Financial Accounting
    Balance Sheet
    Month-End Close Assistance
    Intuit QuickBooks
    Microsoft Excel
    Bank Reconciliation
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Business Valuation
    Process Improvement
    Capital Markets
    Mergers & Acquisitions
    Budget Plan
    Strategic Plan
    Business Plan
    Startup Consulting
    Business Coaching
  • $159 hourly
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Chartered Global Management Accountant
    Business Cases
    Marketing Analytics
    Management Consulting
    Google Analytics
    Management Accounting
    Business Planning & Strategy
    Tableau
    Data Visualization
    Marketing Data Analytics
    Business Analysis
    Business Plan
    Strategic Plan
    Financial Modeling
    Financial Analysis
  • $65 hourly
    I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate and technology. I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy, planning and preparation which focuses on minimizing federal, state and local tax liabilities while utilizing tax deferral strategies. I have over 15 years of tax experience dealing with partnerships returns, corporate returns and individual returns. In regards to financial writing, I have written articles for a layman to understand, as well as scholarly articles. I wrote the content for the Deutsch Bank Asset Management db-trackers ETF section as well as wrote an examination and study book for asset managers to be certified in the field of exchange traded funds. I have been published in various arenas such as Yahoo Finance, The Street, WSJ and Seeking Alpha. I am able to work efficiently, effectively and independently. I respect deadlines and quality work as that both of these things support my service’s worth. My goal is to ensure that my employer or client is satisfied with my work. Thank you and I look forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Accounting
    Investment Strategy
    Business Services
    Finance
    Tax Strategy
    Accounting
    Financial Forecasting
    Financial Reporting
    Financial Modeling
    Investment Research
    Financial Writing
    Excel VBA
  • $175 hourly
    Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Financial Modeling
    Financial Writing
    Budget Management
  • $20 hourly
    Quality, calm under pressure, active listening, empathy and ownership have characterized my performance as a customer service specialist throughout eight years working in the call center industry. I offer you my experience in the following fields: * Inbound calls * Saves * Email support * Live Chat Operator * Technical Support * Back Office * Escalations * Virtual Assistance * Quality Analysis I am hard worker, with a high-level of commitment, organized and responsible. I am always willing to learn new things and improve my performance. Please consider giving me the opportunity to collaborate with your business. Thank you!
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Shopify
    Ecommerce
    Psychology
    Quality Control
    Gorgias
    Multitasking
    Castilian Spanish
    Online Chat Support
    Email Support
    Social Media Management
  • $60 hourly
    Want to open investor's checkbooks?💸(Watch the video in my profile) If you're reading this, then you probably want to get ready for your next big raise that will be a total game-changer for your business. This raise allows you to invest in expansion, marketing and hiring and you will see massive growth in your business. Working with me and my system will: 📢 3X chances of getting investor meetings 📢 At least double your fundraising amount 📢 Save your TIME as you'll raise your funds in half of the time 📢 STOP YOUR STRUGGLES in the fundraising process and allows you to focus on your product and customers You are generally raising funds while in hyper-growth mode, which is the absolute worst time to pull yourself away to spend 50 hours playing with PPT and Excel. I make this process bearable and I open investor's checkbooks with the RIGHT pitch deck and the RIGHT storytelling. You only get ONE shot with investors, so hire the RIGHT person who: ✅ Raised 900+ million in various industries ✅ Got a 360 view on the fundraising process after working 10+ years in the capraise industry ✅ Worked with 1000+ business owners ✅ Make you feel proud pitching and make investors feel confident about investing What my clients say about the result: ✅ "We worked with an M&A advisory firm for over a year and never got the quality pitch deck that Gurgen provided for us" ✅" Extremely detailed oriented with the deck" ✅ "He grasped our concept very quickly and delivered an exceptional presentation" ✅" My whole team was extremely impressed with the work he produced" ✅" Very detailed and speak the language of the financial community" ✅" He understands what is needed and is able to produce work at such a high standard" Next Step: Schedule a call for a free consultation On this call, you'll get complete clarity on how to complete this project, including anything you may have missed. You'll be able to take this briefing and have the project done by me or by someone else. Of course, if we're a good fit, I'll suggest we work together. If not, no problem at all and you just had a free consultation, and you'll be able to proceed with the project regardless.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Fundraising Presentation
    Venture Capital
    Market Research
    Startup Consulting
    Financial Statement
    Business Plan
    Business Presentation
    Financial Projection
    Financial Analysis
    Pitch Deck
    Fundraising
    Business Coaching
    Business Consulting
    Financial Modeling
    Presentations
  • $12 hourly
    Summary of Qualifications Seven years of Translating English/Spanish document experience. Responsible for the accurate creation of translated and localized Spanish content for a variety of language projects including marketing communications materials, technical publications, and product software for a progressive consumer electronics company. Provide language/linguistic skills to convert highly technical product descriptions from English to Spanish with translations that are accurate and reflect the style and manner of expression of native Spanish-speaking people. Extremely knowledgeable Translator with a strong command over English, Spanish and German (read/write/speak) and 3 years’ hands-on experience with multinational clients. • Three years of wide-ranging experience in telemarketing industry • Highly skilled in imparting product knowledge to customers over the phone • Hands on experience in identifying and developing successful business relationships • Well developed professional relationships with the local community • Well versed in providing system-wide foreign language translation services in order to facilitate communication • Able to adhere to interpretation standards and conforming to code of ethics • Hands on experience in providing both written and oral translation and interpretation services between parties SYNOPSIS OF ACHIEVEMENTS • Achieved sales targets by a 100% employing telemarketing skills based on best practices • Trained 3 groups of new hires in telemarketing activities and ethics • Converted 2000 text document into Spanish and German languages for the purpose of easy referencing for foreign delegates • Developed a dictionary with common words and phrases used in the industry, spanning three languages • Wrote a booklet on best interpretation practices for new hires’ reference • Trained newly hired translators and interpreters in performing high quality work by following best practices WORK EXPERIENCE Telemarketer • Made cold calls to prospective clients • Sold ideas by providing product information • Scheduled appointments for follow ups • Maintained lists of clients already called • Maintained call logs and report details to supervisor • Provided feedback to clients when required EDUCATION Interpreter | Customer Service agent • Three years of wide-ranging experience in telemarketing industry • Highly skilled in imparting product knowledge to customers over the phone • Hands on experience in identifying and developing successful business relationships • Well developed professional relationships with the local community • Provide oral and written interpretation services • Verify information from original text in order to ensure appropriate interpreting • Ensure that all written translations conform to the original text in terms of technicality and terminology • Discuss interpretation requirements with clients to ensure error free documents • Ensure that both content and style of statements in communicated effectively • Proofread end document and make any necessary changes • Listen carefully to conversations and provide verbatim interpretation • Ensure that the context of the language isn’t altered during interpretation Intern – Interpretation Services • Provided support system for interpretation services • Ensured that all written interpretation material is filed appropriately • Assisted in proofreading translated materials • Took notes during oral interpretation and provided feedback • Assisted in creating glossaries
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Sales Lead Lists
    Zoho CRM
    German
    English
    Castilian Spanish
    Sales
    Customer Service
    Telephone Handling
    Telemarketing
  • $40 hourly
    Over 10 years experience designing mechanical and plumbing systems. Experience examples include: Schools (K-12 & Higher Education), Day cares, General Offices, Lease buildings, Government office/ Military facilities.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Load Calculation
    Microsoft Outlook
    Microsoft Word
    Microsoft Excel
    Microsoft Office
    Autodesk AutoCAD
  • $40 hourly
    Administrative professional with over 10 years of experience in workflow management, HR, and high-level customer support, I am confident that I can assist you in your projects in the most effective and positive way possible! My strongest administrative skills include excellent organization and communication, advanced correspondence (both verbal and written), professional etiquette, and the ability to consistently meet deadlines both collaboratively and independently. My responsiveness is concise, and I carry a positive team-based attitude in all of my professional endeavors. Education and qualifications: MBA from Henderson State University and a BS in Organizational Leadership from John Brown University. My professional experience includes over 10 years of highly demanding leadership roles in administrative and retail settings. I can offer excellent work ethic and the ability to pick up new processes quickly and efficiently. Thank you very much for your consideration, and I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Company Policy
    Financial Planning
    Management Skills
    Sales
    Office 365
    Office Administration
    Employee Training
    Customer Service
    Data Entry
    Project Management
    Organizational Development
    Communications
  • $18 hourly
    I retired from the University of Georgia after thirty-two years of service. During the last twenty-three years of my career, I served as the departmental Business Manager III, which was a high-level position directly assisting the department head in the management of the department. I obtained a variety of knowledge and skills during those thirty-two years of service, including extensive experience with human resources procedures such as hiring, orientation, training, evaluating job performance, disciplinary procedures, EOO/affirmative action, management, and supervision. I have many years of experience working with spreadsheets, data entry, payroll, accounting procedures, managing budgets, and assuring proper use of departmental funds. I regularly composed and edited correspondence for the department head, and I have excellent grammar and writing skills. The department head relied on me heavily, and my job was to make his job easier. I consider myself a dedicated, motivated, and organized professional with excellent communication skills. I have used various web-based programs in the past, and I am sharp and quick to learn new skills, programs, and procedures. I most commonly use Microsoft Office, Google Docs, and Adobe. Please contact me if you would like further information about my work experience.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Data Entry
    Microsoft Excel
    Error Detection
    Google Sheets
    Proofreading
    English Grammar
    Website Content
    HR & Business Services
    Supervision
    Chicago Manual of Style
    Editing & Proofreading
    Adobe PDF
    Email Communication
    Google Docs
    Microsoft Office
  • $15 hourly
    I have taken on four (4) major roles in the BPO / Customer Service structure - Customer Service Representative, Quality Assurance Specialist, Product-Specific and Customer Satisfaction Trainer, and Team Supervisor. For a little over ten (10) years, I worked my way through the corporate ladder by making sure all tasks and responsibilities are done with accuracy, efficiency, and integrity. I have worked with top companies in the US ranging from Banking and Finance, Travel and Hospitality, Telecommunications and Technology, eCommerce, and Insurance Providers - T-Mobile USA, Bank of America, Orbitz, CheapTickets, HotelClub, Microsoft, and Wish. As a CUSTOMER SERVICE REPRESENTATIVE, I have: - received numerous awards such as Top Performing Agent (for a number of months), Customer Satisfaction Superstar (2011), Most Consistent Performer (for a number of months), Top Sales Agent (2010) - been assigned to a variety of programs ranging from Banking and Finance, Travel and Hospitality, Telecommunications and IT, eCommerce, etc. - handled different Customer Service Channels such as Phone, Live Chat, Email/Ticket and Back Office. CRMs include Zendesk, HelpDesk, FreshDesk, Zopim, Live Agent, Velaro, Live Chat As a QUALITY ASSURANCE SPECIALIST, I have: - spearheaded Quality Team programs that focus on improvement and development to help CSRs achieve their quality goals - been assigned tasks to listen and evaluate calls based on a set guideline - provided various initiatives and recommendations on the call evaluation guidelines to better fit the current customer satisfaction goals As a PRODUCT-SPECIFIC and CUSTOMER SATISFACTION TRAINER, I have: - trained both new hires and tenured agents using both company-produced and self-produced materials such as Diffusing Angry Customers, Extreme Customer Connection, Empathy vs Sympathy, Delivering the Customer Experience, Moving Forward Attitude, and a lot more - facilitated a class of 25 to 40 agents to provide refresher courses to keep them updated on the latest about the products and processes - gone through the BLAST (Breakthrough Learning and Strategies in Training) certification to be able to handle class facilitation properly As a TEAM MANAGER, I have: - handled a team of 15 to 20 agents, coaching and mentoring them in achieving their individual goals (KPI - Key Performance Indicator) using various techniques such as Power of Coaching, The 5 WHYs, Root Cause Analysis (RCA), Trending Analysis, etc. - acted as a Senior Supervisor helping other Team Supervisors in bending their styles to efficiently and effectively manage their own teams - assisted the management team identify key factors affecting the entire production's stats and numbers With my vast experience, I am confident I can exceed your expectations while being open to improvement opportunities.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Supervised Learning
    Customer Support
    Supervision
    Email Communication
    Management Skills
    Customer Service
    Zendesk
  • $150 hourly
    Are you trying to raise money from investors, VC’s, angels or private equity funds? Are you having a hard time securing the funds you need to take your business to the next level? You’re not alone. Like many entrepreneurs, you know your idea is great and you know you’re ready to get to the next stage, but you also know you need investment to propel things forward. But angels, investors, VC’s - none of them know you, they’ve never heard of your company before, and they probably know very little about the market you’re in. It’s a quandary nearly every one of my past clients has been in. But with a focus on outcomes and deep expertise across areas such as marketing, finance, sales and operations – to name just a few – I can help you engage and connect with investors, fast. “One of my to-to guys, Chris is rock solid and works smart, which makes for exceptional value.” I’ve worked with companies across a wide variety of sectors, including SaaS, Health and Fintech, and I’ve helped companies just like yours get funded and take their businesses to the next level. I’ve been there myself – I started my own company and took it to $12M in revenue and a team of over 40. My focus nowadays is on making sure businesses just like yours are prepared. That means equipping you with: 1) A compelling story that will engage investors on their level. 2) An analytically-sound pitch deck, financial model and business plan that will back up your narrative and ensure you tell a robust, seamless and comprehensive story. “I came to Chris because I was stuck and knew I needed to reach out to another professional for help. I wanted to think I was doing everything right, but Chris came in and helped me see my company from another angle. He invested his time and energy into my business as if it were his own. Never in a million years would I have imagined so much improvement could be seen in such a small amount of time.” If you’re looking to take that next step, then let’s chat. Let’s figure out a way for you to achieve the vision you’ve always dreamed of.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Balance Sheet
    Accounting
    Business Analysis
    Business Planning & Strategy
    Fundraising
    Venture Capital Consulting
    Management Consulting
    Business Modeling
    Corporate Strategy
    Financial Modeling
    Startup Consulting
    Business Plan
  • $75 hourly
    As an experienced CFO Advisor, I specialize in providing expert financial guidance to businesses of all sizes, helping them to grow, optimize their finances, and achieve their goals. With a proven track record of success in driving business growth, I offer advisory services tailored to your unique needs, including financial planning and analysis, budgeting, forecasting, cash flow management, risk management, and more. I also have entrepreneurial experience in founding two companies. With extensive experience in finance and business operations, I bring a unique perspective to my work, understanding the financial implications of decisions and the operational and strategic factors that impact business success. Whether you're a startup seeking to raise capital, a mid-size company looking to expand, or an established enterprise seeking to optimize your finances, I can help you to navigate complex financial challenges and achieve your goals. Services offered: Virtual CFO Advisory Financial planning and analysis Budgeting and forecasting Cash flow management Risk management and mitigation Financial modeling and analysis Capital raising and financing strategy Experience: 14+ years of experience as a business and finance expert. Successfully advised firms in various industries, including technology, healthcare, e-commerce, manufacturing, etc. Proven track record of driving business growth and optimizing finances. Extensive experience in financial planning and analysis, budgeting, cash flow management, risk management, and more. Strong communication and presentation skills, with experience presenting to boards, investors, and other stakeholders. Detail-oriented and analytical, with a focus on data-driven decision-making. Education: Bachelor's degree in Accounting - Asia e University, Malaysia. Harvard Business School Online - CORe, Passed with Honors. Certifications: Chartered Institute of Management Accountants - United Kingdom. Certified Internal Auditor - Institute of Internal Auditors, USA.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    QuickBooks Online
    Shopify
    Business Consulting
    Financial Management
    Financial Statement
    Financial Planning
    Internal Auditing
    Business Plan
    Financial Analysis
    Ecommerce
    Finance
    Strategy
    Internal Control
    Cash Flow Analysis
    Financial Projection
  • $135 hourly
    You are trying to get your business to the next level, but without accountability and knowing your financial picture, the growth will be painful, and you will still do most of the work. Do you think that if you grow by 30% more than the prior year, you will be 30% better off? You might end up down 10% if someone isn’t watching the cash to make sure that the expenses required to fund that growth is covered by the increase in cash received, not just revenues. Many business owners think that all they need is some financial help, but the problem can often run deeper. Along with the skills to explain your financial statements to you, identify areas to improve efficiency, reduce costs, my background shows an ability to keep people on task and accountable. Finance consulting is an important function for every organization and includes weekly updates of metrics, financials and business processes. A management consultant who understands finance goes beyond the daily accounting needs to work as a partner to add its experience to all decisions — because all decisions have a financial element. The value of working with an experienced President/CEO, CFO and consultant is measured in dollars and peace of mind. The goal is to bring more clarity to your business, working with you to paint a clear picture of the future and hold people accountable for working toward the vision. Along the way, having someone ensuring that your decisions make financial sense also brings peace of mind — clarity. You should use me as the one to help implement the ideas, but the implementation is best when it is done in collaboration; guiding your employees to develop the standards to hold themselves accountable. Running a business is squishy because it's all about people. A conversation about your business will save both of us a lot of time. A phone call doesn't cost you anything; message me to set a time. Ready to help you move forward, Dan Hackett P.S. Hourly rates do not often make sense because helping a business is not task-oriented. Let's set a fixed fee to give you the certainty that you are getting value. Turn it off at any time.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Financial Modeling
    Corporate Strategy
    Pro Forma Statement
    Management Skills
    Financial Forecast
    Business Coaching
    Management Consulting
  • $125 hourly
    - 15+ years of experience in investing and valuation - 7 years of experience in Investment Banking and Corporate M&A in New York City - Served as the CFO or interim CFO for 4 start-ups - Founder of 2 companies - 5-star rating on Upwork and Fiverr for performing finance and business-related freelance tasks
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Investment Research
    Business Strategy
    Startup
    Startup Consulting
    Financial Model
    Business Management
    Business Writing
    Business Plan
    Business Modeling
    Investment Banking
    Managerial Finance
    Corporate Finance
    Financial Modeling
    Business Analysis
    Business Valuation
  • $50 hourly
    Founder and CMO of a Linked[in] Ads Agency that was acquired by a data-heavy investor in 2021. Core focuses include: Linkedin Ads, Linkedin Automated Lead Gen, Website Visitor Identification, Google Ads, and piecing these elements into a multi-channel funnel. Worked with 1,000+ companies in 30+ countries and am currently the #1 Ranked Linkein expert on Upwork.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Social Media Marketing
    Lead Generation
    LinkedIn Development
  • $45 hourly
    Bari Berger DNP, MSN-ED, MBA-HCM, FNP-BC, RN EXPERIENCED HEALTHCARE PROFESSIONAL, EDUCATOR & QUALITY MANAGER Healthcare  Quality & Risk Management  Staff Training & Supervision  Education  Decision Making  Coaching & Mentoring I possess in-depth clinical knowledge in Nursing, Healthcare Procedures, Health and Safety, and other disciplines, which I obtained from formal training programs and through continuous medical practice, scientific research and teaching activity, all of which is supported by diplomas and certificates as well as reflected in a proven track record of professional accomplishments stated in the curriculum vitae. Due to my holistic approach to work and strive for top quality performance in any undertaken task, I have been recognized within multiple environments for my strong ability to detect weaknesses in treatment, patient care or organizational aspects and my remarkable capability to respond to healthcare improvement needs with timely and efficient initiatives or suggestions. Working as a Peer Reviewer at KEPRO, I am responsible for internal clinical audit, substantially contributing to coordination of internal performance improvement activities. To advance federal and state healthcare standards and norms, I lead and serve as a model for identifying opportunities for improvement throughout the organization, managing activities necessary to ensure appropriate utilization of the hospital and its resources while maintaining optimal achievable standards of patient care, as well as work collaboratively with the medical staff and leadership in support of process improvement and risk management goals. In addition, as an Adjunct Professor at Saint Petersburg College, I am constantly involved in the process of curriculum management from the initial stage of its design to delivery. I bare the responsibility of training a new generation of health care providers, so understanding the whole importance of my educational contribution to the health care system in general, I keep on improving quality in educational sector by reviewing the most up-to-date publications and developing courses to cover the most comprehensive theoretical knowledge in the domain of study to meet the highest demands of our society in the healthcare services. Through my professional career, I was often engaged in various program development and management. Thus, being in the position of Director of Education at Edward White Hospital between 2012 and 2014, I regularly worked with hospital administration to design appropriate programs and processes to eliminate identified educational gaps, develop and implement the most effective educational systems, as well as collaborated with individual educators to establish plans and goals for each curriculum. I continuously assessed professional competency of the nursing staff in order to reveal gaps in skills and care delivery, developed educational plans, set objectives and timeframes for the educators, as well as assigned tasks for achieving intermediate and overall goals. To ensure the programs were provided with the resources needed, I was in charge to establish educational budgets and allocate people and technical resources to individual performers or project teams. Also, my responsibility entailed establishing priorities within the overall program and allocating resources in line with those priorities, thus, I planed and organized the work in a way that maximized the resources and increased the chances of achieving successful educational services in compliance with federal, state, and local regulations and standards. Throughout my professional career, I proved my communication skills through efficient intercommunication with colleagues in course of resolving work-related matters, with senior management by providing reports and proposals as well as with patients by providing consultations or explanations. I am also proficient in presenting scientific research findings in both written and spoken media through reports, scientific papers, seminars, lectures, etc. In addition, I am skillful in the use of information technology and modern methods of communication as well as competent in dealing with sensitive information.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    English
    Healthcare Management
    Academic Writing
    Nursing
    Medical
  • $10 hourly
    Leadership: Strong leadership skills, able to guide and motivate a team towards common goals. Adaptability: Flexible and quick to adapt to changing situations, thriving in dynamic environments. Problem-solving: Excellent at analyzing complex issues and finding practical solutions. Communication: Excellent verbal and written communication skills, building strong relationships. Resilience: Ability to bounce back from setbacks and maintain a positive attitude. Organization: Highly organized, managing tasks and priorities efficiently. Teamwork: Collaborative team player, leveraging strengths of others. Initiative: Proactively seeking opportunities for improvement. Attention to detail: Meticulous eye for detail, producing high-quality work. Time management: Strong skills in prioritizing tasks and meeting deadlines. Skills: Technical proficiency: Solid understanding of relevant tools, software, or equipment. Data analysis: Skilled in collecting, interpreting, and analyzing data. Problem-solving: Experienced in formulating innovative solutions. Project management: Ability to plan, execute, and oversee projects. Collaboration: Skilled at working collaboratively with diverse teams. Presentation skills: Adept at creating and delivering compelling presentations. Negotiation: Strong negotiation skills for mutually beneficial agreements. Language proficiency: effective communication. Research skills: Experienced in conducting thorough research and synthesizing information. Creativity: Possess a creative mindset, fostering innovation.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Voice-Over
    Customer Service Training
    Coaching
    Leadership Skills
    Sales
    Customer Service
    Outbound Sales
    Supervision
    Customer Support
  • $17 hourly
    I have been working in the BPO industry for more than 10yrs and 3yrs in freelancing. I am an exoert The working years include: Customer Service & Technical Support in Telco and VOIP account, Outbound/Inbound Sales Representative producing great results in B2B and B2C campaign. 🏆🏆 I take pride in my personal Upwork profile, having the perfect Job Success Score (100% JSS), the "TOP RATED PLUS" badge, and the 5-star client reviews. Please read some of the responses from my previous clients, and I think you will quickly agree that I am a perfect fit for your project and you can put your trust in me. Below are some of my responsibilities: • Facilitate Process Training to employees regarding Financial Insurance in the United States. • Conduct Final Interview to applicants who passed all the stages in the recruitment process. • Creating weekly reports to clients for Weekly Business Review (WBR) and Monthly Business Review (MBR). • Creating daily reports to clients and operations regarding process training. • Helping operations on improving numbers on each KPI. (Quality, AHT, Learning Opportunity) • Provide coaching to reps that needs improvements on the product and process. • Take inbound calls related to (VOIP). • Perform basic troubleshooting on their VOIP and mobile devices. • Take inbound and outbound calls regarding on beauty product and medicines. • Perform Basic Troubleshooting steps on their mobile phone. • Back office work related to working on cases for porting their number from one carrier to another. • Supervisory calls if the customer requested to speak to a supervisor. Additional Skills: Excellent skills in Microsoft office application such as Word, Excel, Power point and Outlook. Can type up to 43wpm.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Sales
    Marketing
    B2B Marketing
    Cold Calling
    Customer Experience
    Customer Service
    Sales Management
    Telemarketing
    Data Entry
    B2C Marketing
    Customer Relationship Management
    Real Estate
    Business with 1-9 Employees
  • $19 hourly
    My aim is to help you by supporting you in various bookkeeping, administrative and logistics tasks. My total professional experience is 9+ years and took place mostly in office setting, so I am experienced in data entry, bookkeeping, extensive phone and email communication, ordering material and maintaining stock levels, organizing shipments, conducting promotional activities, dealing with a digital archive of documents, basics of financial analysis. Upwork has been a very positive experience for me which enabled me to improve many of the skills above. My organizational and time-management skills were greatly improved through my work as a member in the International Logistics support team were I trained my colleagues from Romania, Serbia, China, Morocco (2015 - 2018). If you are looking for a hard-working, motivated, adaptable person and a proven team player in international and multicultural teams, I thank you for considering me. I thank you for your time spared in viewing my profile and hope for a successful cooperation. So, let`s work together.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Sports Writing
    Project Management
    Xero
    Supply Chain Modeling
    Light Project Management
    Writing
    Property Management
    Accounting
    Vendor & Supplier Outreach
    Supply Chain & Logistics
    Zoom Video Conferencing
    Bookkeeping
    Intuit QuickBooks
    Data Entry
  • $200 hourly
    I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Due Diligence
    Mergers & Acquisitions
    Chartered Financial Analyst
    Corporate Finance
    Financial Presentation
    Financial Management
    Financial Forecasting
    Financial Reporting
    Financial Modeling
    Financial Analysis
  • $10 hourly
    Top-Rated Virtual Assistant for 7 years with a 100% Job success score, a proven excellent track record of working with various clients, websites, and platforms. A computer and internet savvy. Proficient in MS Office, Google docs, Zendesk, MailChimp, HootSuite, Trello, etc. Adept at managing social media, managing e-commerce sites like Shopify and Amazon, and managing WordPress websites. Highly experienced customer and technical support. Have worked for American Companies like AT&T and Xfinity. Earned awards for quality service based on the Customer Satisfaction Survey. Skilled with Adobe Photoshop and Lightroom for photo editing, Sony Vegas for Video Editing, and Sony Sound Forge for Audio Editing. Has a basic understanding of HTML coding. A self-driven, quick learner and lover of new learnings. Passionate about accomplishing tasks efficiently and in a timely manner. Takes a lot of pride in output and client satisfaction.
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Zendesk
    Copywriting
    Social Media Management
    Facebook Ad Campaign
    Facebook Ads Manager
    Customer Support
    Lead Generation
    Online Chat Support
    Amazon Seller Central
    Shopify
    Email Support
    Mailchimp
    Customer Service
  • $150 hourly
    Zahra Yarahmadi is **EXPERT VETTED BY UPWORK** freelancer among the Top 1% of CFOs and Finance consultants. Advised more than 80+ Tech startups and helped raised $ 200 million+ in funds within the past four years for her clients. I help CEOs/Founders scale and prepare for raising capital. My specialty is subscription businesses( SAAS), E-commerce, and M&A. I'm your trusted advisor for creating a bigger picture, setting up realistic goals, and a roadmap to reach them. Please don’t hesitate to contact me and discuss your business concerns. ABOUT ME: I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. Services: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast​ , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel Modeling
    vsuc_fltilesrefresh_TrophyIcon Supervisory Skills
    Financial Statement
    Financial Projection
    Financial Management
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Mergers & Acquisitions
    Pricing
    Business Modeling
    Pricing Strategy Consulting
    Financial Modeling
    Valuation
    Startup Consulting
    SaaS
    Fundraising
    Venture Capital Consulting
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