𝟲𝟬+ 𝗦𝘁𝗮𝗿𝘁𝘂𝗽𝘀 𝗔𝗰𝗿𝗼𝘀𝘀 𝗨𝗦, 𝗖𝗮𝗻𝗮𝗱𝗮 & 𝗨𝗞 | 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 | 𝟭𝟬𝟬% 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗦𝗰𝗼𝗿𝗲 I help founders get investor-ready in 7 days, set up & run finance operations. The fundraising materials that close the round, and the financial operations that help the company grow 🚀. 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: • Sectors: AI SaaS, SaaS, FinTech, Marketplaces, Healthcare, Real Estate, Professional Services 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗿𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀: • Investor-ready Pitch Decks: VC-grade storytelling backed by bottom-up market sizing & a driver-based financial model • Driver-based Financial Models tied to Pitch Deck Narrative: profit & loss, balance sheet, cash flow statement, scenario & sensitivity analysis, revenue engine, cash burn, runway, unit economics, cohort logic, & dashboard (MRR, ARR, burn, runway, payback, LTV, CAC) • Cap Tables: Carta management, SAFEs, convertible notes, priced rounds, preference & ordinary stocks, option pools, ownership, dilution scenarios, & waterfalls • Valuations: Discounted Cash Flow Model 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: • Setting up accounting systems: Quickbooks, Xero • Financial Reporting: period GAAP-compliant bookkeeping, bank reconciliation & financial statement preparation for management reporting & return filing • Investor Reporting: preparing materials for quarterly Investor updates • Budgeting, Planning & Dashboard: set up budgets, forecasts, run variance analysis & build dashboards. • Payroll Management: employee vs contractor, 1099-NEC 𝗠𝘆 𝗥𝗼𝗹𝗲𝘀 𝗮𝘀 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 TrueClaim AI Canada Have been working with this startup since April 2024. Built their fundraising financial model, ran DCF valuations, set up Carta & issued SAFE notes. Advised on raise amount, dilution & investment terms. Even the founder asked me to join him during investor calls. VisionX Ecosystem, LLC US I worked with this startup in 2024-25, as CFO. Because I was the only person handling finance, I built fundraising financial models, helped figure out pricing, ran payroll for teams from the US, Asia, & Africa, managed cash burn, runway, QuickBooks & Mercury bank accounts. Advised the founder on the corporate structure, fundraising strategy, investment terms, & navigating startup crises. United For Humanity, Inc. US Worked with the founder & CEO on a fundraising financial model, cap table, & investor dashboard for cash burn, runway, & raise amount. They closed the round for $250k with commitments up to $1.2M. Mammoth Self Storage Pty Ltd AUS Built a multi-property forecasting model covering revenue, expenses, margins & cash burn by facility, plus feasibility analysis for new sites. Added actuals tracking, variance analysis & a dynamic dashboard across all properties. Now on a monthly retainer to update the model & report findings to the CEO. 𝗪𝗵𝗮𝘁 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝘀𝗮𝘆: He built a really strong SaaS financial model for us that covered the revenue engine, core unit economics, and the key drivers behind the business. Model was technically sound + easy to use and helped us think more clearly about pricing, growth, and planning. It’s already been helpful in investor conversations and internal decision-making, and honestly gave us a much better way to talk about the business. 5/5⭐ Wossen Ayele, Founder, CEO & Startup Advisor It was a pleasure working with Qudrat on our 5-year financial model. He was professional, knowledgeable, and quickly identified and corrected areas that needed refinement. He brought clarity and structure and made the entire process smooth and efficient. He was easy to communicate with, responsive, and genuinely collaborative. I would highly recommend him to any founder or organization looking for a thoughtful, reliable, and skilled financial partner. 5/5⭐ Cory Martin, Founder & CEO United For Humanity Qudrat is detailed oriented and fits the needs of a startup with high level financial focus and management. 5/5⭐ Antwyne DeLonde, Founder & CEO VisionX Ecosystem LLC I approached Qudrat with a last-minute problem: I was pitching an extremely complex business idea and faced a challenge in preparing a pro forma spreadsheet. Qudrat completed the project more quickly than I could have ever imagined—I had only a couple of hours, and he saved me. If you need any modeling help, he should be your go-to. 5/5⭐ Alex Coulollias, Founder & CEO 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 • ACCA Qualified with Nationwide Position • BSc in Applied Accounting - First Class Honors from Oxford Brookes University • QuickBooks Online & Xero Certified Advisor • Carta Cap Table Certification • Financial Modeling, Valuation & Budgeting Certifications - CFI • XEED Incubation Program - INSEAD • Venture Deals - Techstars • SaaS Finance Simplified - Author of SaaS Newsletter If you’re Fundraising or need help with Finance Operations, DM me 🚀

If you’re a founder, physician, or fast-moving executive overwhelmed by operations, admin, or project overload — I help you regain time, clarity, and control. Let me step in, take ownership, and give you space to lead again. I’m a Fractional Chief of Staff, Operations Project Manager, and Executive Assistant hybrid supporting leaders across healthcare, tech, professional services, and education. With 2,500+ Upwork hours, a Top-Rated Plus badge, and 7+ years of experience, I’m the behind-the-scenes operator who brings order to chaos and keeps priorities moving. What I Help You Fix Most leaders come to me when they’re experiencing: • Disorganized systems and unclear processes • Too many tasks and not enough time • Bottlenecks in operations or communication • Messy Notion, HubSpot, EHR, or Google Workspace setups • Lack of SOPs or inconsistent documentation • Patient or clinical coordination issues • Inconsistent follow-through from teams • Projects that stall or lack ownership • Inbox and calendar overwhelm Results You Can Expect Clients typically see improvements such as: • 20–40% efficiency gains within the first 60–90 days • Clean, documented workflows and SOPs • Projects delivered on time with clear milestones and ownership • Better alignment between leaders, staff, and cross-functional teams • Streamlined onboarding and hiring coordination • Systems you can finally trust and scale • Faster communication and proactive follow-up • A more consistent and professional client/patient experience • A reliable partner who anticipates needs and prevents last-minute fire drills I’m not just an executor, I’m a strategist who aligns details AND big-picture goals. How I Support You Operational Leadership & Chief of Staff Support: • Workflow design and optimization • Project management and cross-functional coordination • SOPs, knowledge bases, and internal documentation • Hiring coordination, HR workflows, and compliance support • KPI dashboards, reporting, and operational planning • Systems setup and improvement (Notion, HubSpot, Asana, Google Workspace) Executive Assistant Support: • Inbox and calendar management • Scheduling, reminders, and gatekeeping • Travel planning and logistics • Email drafting and communication support • Meeting preparation, agendas, minutes, and follow-up • Personal admin and lifestyle management Healthcare & Clinical Operations Support: • Patient intake workflows • Follow-ups and clinical coordination • Insurance/eligibility coordination • Compliance-friendly documentation • EMR/EHR support (Nextech) • Reducing no-shows and improving patient flow I adapt quickly to whatever your current systems or processes look like — and elevate them. Tools & Systems Expertise: • Notion – dashboards, databases, workspace setup • Asana – workflows, project templates • HubSpot – CRM cleanup, dashboards, automations • EMR/EHR – Nextech, Healthie, eClinicalWorks, Cerner, DrKronos, intake tools • Google Workspace – Drive, Sheets, Docs • Slack, Zoom, Loom • SOP creation, process mapping, workflow optimization Why Clients Trust Me: • Proactive • Dependable • Calm under pressure • Highly organized • A natural problem-solver • Someone who “just gets it” • Able to think and execute • The partner who keeps everything moving behind the scenes I combine emotional intelligence with operational discipline — which is why clients trust me long-term. Certifications: • Google Project Management • HRCI Human Resource Associate • HIPAA / Healthcare Compliance Training

🚀 Top 1% Growth & Marketing Executive | Fractional CMO | Business Transformation Expert ✅ Driving Exponential Growth for Startups, Scale-ups & Global Brands ✅ 100% Job Success Rate | Satisfaction Guaranteed ✅ Architecting Revenue & Profitability Breakthroughs "The best Growth Consultant we ever worked with. Thanks." — Sven, CEO, November 2024 "Julia is legit. She does what she says she will do. Don’t hesitate to hire her." — Keith, Managing Director, January 2024 "Julia is a brilliant business development consultant and her achievements are just amazing." — Sarim, Founder, March 2024 🔹 Who I Work With With 14 years of experience across diverse industries, I’ve helped billion-dollar brands, startups, and scale-ups to step-change growth. Industries Covered: 📌 Telecommunications | Financial Services (Insurance & Banking) | Online Betting 📌 Car Rental | Online Education | Proptech / Real Estate 📌 FMCG / CPG (Coffee, Wine, Chocolate) | Food Supplements | Consumer Healthcare 📌 SaaS for D2C, and B2B 📌 Beauty & beauty appliances Some of My Clients: Tassimo, L'Or, Myrkl Supplements, Speedhome Proptech, Batmaid Cleaning, Salt Mobile, Sunrise Mobile, DJ Baddies, Mondan & Co Interiors, Carolinalipo Beauty, BlueLion, Sarim Zafar Cloud Services, Frederic Fernandez & Associates, MyHappyFlo Supplements, Fairway Shutters, Lumineye, LONG-TIME-LINER, and more. 🔹 Why Work With Me? I don’t just consult - I deliver measurable growth. 🏆 100% Success Rate | Satisfaction Guaranteed 🏆 Top 1% CMO, Fractional CMO & Growth Strategist 🏆 No BS. High Reliability. Absolute Transparency. 💰 Money-Back Guarantee: If you're not satisfied, you get a full refund - no questions asked. 🔹 Areas of Expertise I help businesses unlock exponential growth by working across THREE key areas: 🚀 Strategic Growth & Marketing 📌 Marketing Strategy Building the right strategy for your product, pricing, positioning & promotions. 📌 Market Data Analysis Turning internal & external data into actionable insights. 📌 Consumer Research Identifying and understanding core consumer segments. 📌 Consumer Segmentation Pinpointing your highest-value target audiences. 📌 Value Proposition Design Crafting compelling offers that convert. 📈 Brand & Market Expansion 📌 Branding Developing distinctive, high-impact brand assets. 📌 Go-To-Market Strategy Structuring & executing successful product launches and market expansions. 📌 Campaign Planning Designing data-driven campaigns across digital & offline channels. 📌 Marketing Budget & Roadmap Building smart, ROI-focused budgets and action plans. 💡 Performance Optimization & ROI Growth 📌 Customer Value Management Maximizing Customer Lifetime Value (CLTV) while lowering acquisition costs. 📌 Marketing Audits Identifying areas for improvement across your entire marketing ecosystem. 📌 Website Performance Optimization Auditing & enhancing your online presence for maximum impact. 🔹 How You Can Work With Me ✔️ Fractional CMO – A flexible executive marketing leader on your terms. ✔️ Interim CMO / Growth Executive – Driving transformation from within your company. ✔️ Senior Marketing Consultant – Strategic advisory for growth, brand, and performance marketing. ✔️ Advisor & Mentor – Coaching and guiding leadership teams to scale faster and smarter. 🔹 What You Get ✅ Access to one of the top 1% CMOs & Growth Strategists, helping you transform your business. ✅ Total honesty, transparency & strategic expertise—with your best interests in mind. ✅ Satisfaction guarantee—If you’re not happy, you don’t pay. Let’s scale your business to the next level. 📩 DM me to discuss how I can help you accelerate growth. Cheers, Julia

Top 1% 𝐔𝐩𝐰𝐨𝐫𝐤 𝐄𝐱𝐩𝐞𝐫𝐭-𝐕𝐞𝐭𝐭𝐞𝐝 | Ex-Meta Senior Data Scientist | PhD (ABD) Georgia Tech I lead a team of 8 senior engineers (ex-Meta, ex-IBM, Georgia Tech PhDs) who build AI systems and custom software in 3-12 weeks — not months. What makes us different: We build a working prototype of your project before you pay us anything. 90% of clients who see a demo move forward. 𝐖𝐡𝐚𝐭 𝐰𝐞 𝐛𝐮𝐢𝐥𝐝: → AI-powered automation (chatbots, document processing, lead routing, multi-agent systems) → Custom web applications (dashboards, portals, internal tools) → Data infrastructure (pipelines, analytics, ML models) → Voice AI & conversational systems (1,000+ daily conversations in production) 𝐑𝐞𝐬𝐮𝐥𝐭𝐬: • 50+ production applications shipped • 7,000+ users scaled on a single platform • $500K+ in revenue generated for client systems • AILA Technology Innovation Award winner • Fractional CTO at the largest immigration law firm in Dallas Our proprietary AI development toolkit lets us deliver at speeds that surprise even technical buyers. 𝐁𝐞𝐬𝐭 𝐟𝐢𝐭: Startups and SMBs who need production-quality AI systems or custom software built fast by senior engineers. Greenfield projects are our sweet spot. 𝐓𝐞𝐜𝐡 𝐬𝐭𝐚𝐜𝐤: Python, React, Next.js, Node.js, GCP, AWS, Claude/Anthropic, OpenAI, LangChain, RAG, vector databases, fine-tuning, multi-agent orchestration. Book a call → we'll show you a working demo of your idea before you commit.

Helping Businesses Improve Profitability, Cash Flow, Financial Performance & Operational Excellence Do you need a trusted finance partner who can help you improve profitability, strengthen cash flow, build scalable financial systems, and provide strategic insights that support business growth? If so, you're in the right place. I am a Certified Public Accountant (CPA) with an MBA in Finance and more than 23 years of experience serving as a Fractional CFO, Financial Controller, Finance Director, FP&A Leader, and Strategic Business Consultant for organizations across the United States. I specialize in helping business owners turn financial information into practical business decisions that improve performance and profitability. My Core Services Fractional CFO & Strategic Finance • Executive financial leadership • Financial strategy and business planning • Board and investor reporting • Executive decision support • Business performance improvement • Profitability analysis • Working capital optimization Financial Planning & Analysis (FP&A) • Budget development and management • Rolling forecasts • Integrated financial models (P&L, Balance Sheet & Cash Flow) • Cash flow forecasting and runway analysis • Scenario and sensitivity modeling • Budget vs. Actual variance analysis • KPI dashboards and executive reporting Financial Controller Services • Financial reporting • Month-end close • Internal controls • General ledger oversight • Accounts payable & receivable management • Payroll oversight • Process improvement • Financial policies and procedures Law Firm Finance & IOLTA Accounting • Law firm financial management • IOLTA and trust accounting • Three-way trust reconciliations • Legal billing • Collections optimization • Client cost accounting • Practice profitability analysis • Clio, MyCase, LawMatics, camplegal, and legal accounting workflows Business Growth & Operations Consulting • KPI design and performance management • Organizational accountability • Revenue optimization • Pricing analysis • Compensation and bonus structures • Operational efficiency • Business turnaround and restructuring • Finance department transformation Industries Served • Law Firms • Healthcare & Medical Practices • Professional Services • Technology Companies • Research Organizations • Consulting Firms • Growth-Stage Businesses Selected Engagements The Law Offices of Travis Walker, P.A. – Fractional CFO • Helped drive significant revenue growth within the first year. • Built a 24-month rolling weekly cash flow forecast and cash runway model. • Implemented budgeting and variance reporting. • Improved profitability through financial discipline and operational controls. • Secured funding and supported banking relationships. • Designed KPI dashboards and executive reporting. MRA Law Group – Financial Controller • Implemented firm-wide KPI scorecards and performance dashboards. • Improved productivity from approximately 65% to over 90%. • Strengthened collections and cash flow management. • Built budgeting and forecasting frameworks. • Implemented executive reporting and financial controls. • Managed legal billing, trust accounting, and finance operations. Giro Law LLC – CFO Consultant • Delivered strategic financial leadership. • Improved budgeting, forecasting, profitability analysis, and cash management. • Developed executive reporting and financial planning frameworks. Kralizec Law LLC – Bookkeeping & Accounting Consultant • Managed bookkeeping, reconciliations, financial reporting, and accounting operations. • Strengthened financial controls and reporting accuracy. Sentric Legal / Rose Law Firm – Finance & Capital Strategy Lead • Built investor-grade financial models. • Developed valuation models and funding strategies. • Prepared business plans and growth forecasts. • Supported strategic finance initiatives. Genesis Orthopedics & Sports Medicine – Finance Manager • Managed budgeting, reporting, forecasting, operational finance, and revenue analysis. • Supported executive decision-making in a healthcare environment. Sidewalk Technologies LLC – Fractional CFO • Established the company's finance function. • Introduced rolling cash flow forecasting. • Developed budgeting, forecasting, and KPI frameworks. • Improved profitability and operational performance. • Implemented EOS-based strategic planning and management reporting. Software & Platforms QuickBooks Online • Xero • Clio • MyCase • camplegal • LawMatics • ConnectWise PSA • ConnectBooster • Bill com • Google Sheets • Microsoft Excel • Power Query • Microsoft 365 • EOS One • Lucidchart • Mobius Why Clients Work With Me ✔ CPA with MBA -Finance ✔ 23+ Years of Finance & Accounting Leadership ✔ Fractional CFO, Financial Controller & Finance Director Experience ✔ Top Rated Plus on Upwork ✔ 100% Job Success Score ✔ $300K+ Earned on Upwork ✔ Extensive Experience Supporting Lawfirms I look forward to discussing how I can support your business

I’m a Fractional COO and Operations Strategist with 15+ years of experience building the structure, teams, and systems that allow founders to scale without burning out. I turn scaling from a scramble into a system. 🚀 HOW I HELP • Do a full operational audit so we know exactly what’s working, what’s not, and what to fix first • Take what’s in your head and turn it into documented workflows, SOPs, and a rhythm the team can run with • Hire and onboard the right people, set clear roles, and create accountability so you’re not managing every detail • Set up systems that cut out repetitive work and give you visibility into what’s happening without chasing updates • Lead big projects from idea to done — making sure the results stick, not just look good in a launch week 📈 RESULTS I’VE DELIVERED • Cut client onboarding from 3–4 weeks to 2–3 days by reworking and automating the process • Grew a team from 4 to 12 with clear roles, leadership layers, and a reporting structure that worked • Built a full SOP library and tracking system so new hires could get up to speed fast without constant hand-holding • Rolled out a global HR system across 20 locations and 8 regions, meeting compliance requirements and tight deadlines 🛠 BONUS EXPERTISE While I cover all areas of operations, I also have deep experience implementing HR systems like HRIS and ATS. I make sure the tools actually fit the business and the team — not the other way around. If you want your business to run smoothly without you holding it all together, I can help you get there. 💼 EXPERIENCE 🚀 FRACTIONAL COO | HR CONSULTING FIRM Brought in to prepare the business for scale. • Conducted a full operational audit and created a step-by-step growth roadmap • Automated client onboarding, reducing turnaround from 3–4 weeks to 2–3 days • Built a centralized SOP library and tracking system for all departments • Scaled team from 4 to 12 with clear roles, leadership layers, and accountability structures • Implemented finance tracking for real-time cashflow visibility, enabling faster decision-making 📈 OPERATIONS LEAD | ECOMMERCE BRAND Hired to streamline operations for a growing product-based business. • Standardized workflows for product launches, marketing campaigns, and fulfillment • Integrated inventory, order management, and customer service platforms to reduce delivery errors by 26% • Hired and trained cross-functional team members, cutting founder workload by 20 hours per week 🛠 HR SYSTEMS IMPLEMENTATION SPECIALIST | GLOBAL ORGANIZATION Led BambooHR implementation across 20 worldwide locations in 8 regions. • Aligned configuration with regional compliance and operational requirements • Managed stakeholder communication across executive teams and regional directors • Met aggressive implementation timeline without sacrificing adoption or accuracy 🤝 PROGRAM & PROJECT MANAGER | INSIGHT DATA SCIENCE Supported program operations for a global fellowship program. • Streamlined program setup and execution for 4 annual cohorts • Created centralized resource hub, program calendars, and session tracking tools • Improved prep and execution timing for each cohort through process refinement 📢 READY TO SCALE WITHOUT THE CHAOS? If you’re ready to grow your business without getting stuck in the weeds, I can help you build the structure, systems, and team to make it happen. Send me a message and let’s talk about how we can get you out of the day-to-day and back to leading your vision.

Your next 10 hires shouldn't cost you 2 months and a bad gut call. I've closed 500+ hires and built 30+ global People Operations functions across 25+ countries — using a structured method, not trial and error. Founders bring me in when they need to build a team from zero, fix a broken hiring process, or stand up HR/People Ops infrastructure that actually scales as they grow. I'm a global HR & Talent Acquisition leader with 12+ years turning "we need to hire fast" into a fully built, high-performing team. I've done this for startups scaling 15→65 and 14→49 people in under 12 months, and for enterprises running HR for 4,500+ employees. I run the full stack myself — sourcing, structured interviews, offer negotiation, onboarding, compliance, performance systems. One accountable partner, not five vendors you have to manage and translate between. What you get: Structured hiring, typically 1-2 week closes HR built as a growth function, not a cost center Sector depth in DTC/E-commerce, Tech, Fintech, EdTech, Retail, and Manufacturing Global coverage: US, UK, EU, APAC, and Middle East By the numbers: 500+ hires delivered, Junior to C-Level, across 25+ countries and 10+ sectors 30+ global People Operations functions built and stood up from scratch 250+ Management/C-Level leaders, 150+ Tech professionals, 200+ operational hires Scaled startups 3X — 15→65 and 14→49 employees — within 12 months Led global recruitment teams of up to 10 recruiters across time zones Led HRBP operations for organizations ranging from 20 to 4,500+ employees Owned payroll, compliance, onboarding, engagement, and performance management across multiple regions Core competencies: Talent Acquisition — Executive Search, Headhunting, Technical Recruitment, Full-Cycle Recruitment, Talent Mapping, Employer Branding HR Strategy — HR Business Partnering, Fractional CHRO Advisory, People Operations, Workforce Planning, Succession Planning, Change Management Operations & Compliance — Global Payroll, HR Compliance, Employee Relations, Onboarding & Offboarding, Performance Management, HRIS Administration Tools I work in: SAP, ADP, Oracle, Workday, BambooHR, Rippling, Gusto, Paycor, JazzHR, Deel, Zoho, Greenhouse, Workable, Manatal, BreezyHR, Employment Hero, LinkedIn Recruiter, Asana, Trello, Monday, ClickUp, HubSpot, Leapsome, Slack, G Suite, Microsoft Teams, Zoom, DocuSign, HelloSign, TestGorilla, Indeed, ZipRecruiter, Reed, CV Library, Jobstreet. Let's talk. Send me your team size, the roles you're hiring for, and your timeline — I'll tell you honestly whether a fast close is realistic and what it'll take to get there.

Navigating CFO-level foresight in complex financial situations is what I execute. I've rolled down my sleeves to arrange $300M+ syndicated financing through 8 global and regional banks, 4x EBIT and 2x FCF expansion, $100M IPO readiness, $500M M&A due diligence, $50M commercial paper, multiple green / brown field capital restructurings and full-scale ERP implementations. I’ve spent 20+ years in US, British, European, and Japanese multinationals, private equity, family-owned businesses, startups, in diversified industries to deliver practical outcomes in cash flow, profitability, governance, funding, controls, turnaround, and high-stakes business decisions. I built my career inside factories, boardrooms, and capital-intensive businesses across the UAE, Saudi Arabia, Qatar, and Pakistan. At Honeywell, I directly managed a $200M+ P&L, drove 30% revenue growth and $20M operating income, improved working capital by 7 turns and conversion cost KPIs by 30%, earned Bronze Award-recognized site performance, while stress-testing McKinsey and Big Four financial models against operational reality for M&A, JV, restructuring, and performance improvement. At Coats, I led finance across complex manufacturing operations driving 4x EBIT expansion, delivered 2x FCF expansion, completely de-risked the balance sheet, drove $20M capital expansion, and executing a finance-led turnaround.

- Are you an entrepreneur/business owner who feels like your company has hit a ceiling you can’t seem to break through? - Does it feel like you are “flying blind” and don’t really know where the company is at and where it is going? - Are you reactive instead of proactively “steering the ship” as you are constantly focusing on putting out fires? - Do you have issues with processes, people, or profit? I have been using business operating systems like the one Gino Wickman created, Pinnacle, Scaling Up, etc. for more than 12 years to help a variety of clients achieve clarity, control over their business, and their growth/efficiency goals. I have a passion for moving companies forward, fixing problems, strategic planning, coaching, and change management. Through being in the Integrator/Second in Command role several times, I have also gotten hands-on experience fixing problems, getting teams in alignment, increase communication, and hold teams accountable to ensure we reached our growth goals. Many of my clients have called me their "trusted advisor" and reached out to me as their strategic partner. Here is how I can help you achieve your goals and dreams for your business: - Coach you and your team on how to wrangle in your business so that you are in control and don't feel like the business is running you. - Train you and your team on the tools needed to set up a scalable business and achieve your growth goals. - I will customize the tools needed (tools may include Org Chart, Strategic Business Plan, effective meetings, Scorecards and Dashboards, Leadership and Management skills, Rocks/Goals, etc.) based on your pain points and goals. Different clients have different needs! Many of my clients want to lay a solid foundation through half-day or full-day coaching sessions. While the time commitment is big, the rewards are bigger: team alignment, increased communication, setting achievable goals that are met at least 80% of the time and so much more. Some clients may have already worked with an Implementer but the system just does not seem to work as well as they expected. I can fix that too! Through hourly coaching sessions I will evaluate what is working and not working (and why) and get you back on track. Fractional COO/Integrator/2nd in Command ($95/hr with a minimum of 15 hours/week) - Manage day-to-day operations of the business - Create, revise, and implement processes and systems - Work with team to create SMART goals and hold them accountable to achieve those goals - Facilitate cross-functional communication and collaboration - Bring clarity and alignment to the team so we can achieve your growth goals Message me your availability so we can talk about your obstacles and how I can help you get control over your business back, break through that ceiling, and/or stop flying blind!

Expert Vetted by Upwork. I'm currently the co-founder and CSO of a startup. I was previously co-founder/CEO of a mobile app startup. "C.E.O." really stands for Chief Everything Officer. I started my mobile app startup with no prior tech/startup background and have been through it all, so I know what works and doesn't work. I know how to build businesses and sell businesses to investors. I consult on the following: - Growth, capital-efficiency-oriented, and process-driven fractional CFO - Building Initial Enterprise Sales Funnels - Finding initial product market fit, early customers - Product/Sales/Marketing Strategy - Process design and implementation for customer acquisition funnel (huge champion of automation and AI integrations) - Startup/Management/Strategy - Product Development/Go-To-Market/Growth Hacking - Angel/Venture Funding Strategist Here are a few secrets: - Capital raising: You don't need a written business plan to get funded. No one reads them. To get funded, you need a strong team, good storytelling, a pitch deck, financials (historicals are 10x more valuable than forward projections), revenue/customer retention analysis, and an appendix. - Since Q2 2022, enterprises to SMBs have shifted their focus towards margin preservation, emphasizing cash flow, and being as lean as possible. The future of management is labor force elasticity based on gross margins, running your company with an extremely lean and elastic approach that is grounded on gross margin preservation/expansion -- having a system in place that allows you to quickly ramp up and ramp down your operations to match market demand, regardless of the economic conditions. Highlights: - CFO at an AI-driven software development SaaS company. (2023 - Present) - Currently VP of Strategy & Growth for an early-stage B2B DevOps SaaS startup. (2021-present) Results during my tenure: Reduced our S&M spend by 60%, Reduce our average CAC from 11.4K to 2.6K. Accelerate our LTM ARR growth from 49% to 94%. Our forward NTM ARR growth rate is +160%. - Fractional CFO at 3 startups, including a smart light bulb e-commerce startup with $30M+ LTM revenue; responsibilities include capital raising/planning and M&A advisory. (2021-present) - Startup consultant primarily focused on capital raising, strategic planning, market sequencing, critical path, GTM strategy, sales funnel, process improvement/automation -- Industry/vertical agnostic - B2B, B2C, B2B2C, Marketplace, On-Demand models. (2016-present) - Consultant for G2VP, San-Fran-based ESG VC (2020-2022) - Ex-CEO/Cofounder of a B2B (pivoted from B2C) AdTech mobile keyboard app startup (raised outside capital and exited). (2013-2016) - Ex-CPA for Ernst & Young in NYC, working in the Financial Services Transaction Services group. I provided valuations for private businesses in M&A deals ($1 billion+ market cap) and illiquid financial instruments. (2008-2013) I love the startup community and want to give back. My time is limited and valuable so I only want to work with companies I know I can add a lot of value. Sorry, need to exclude pre-revenue companies and companies below 250K ARR. I will pass on work for another startup if I do not think I can help it become successful or are below