I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.

I'm a highly skilled Event Manager and Project Manager with a proven track record of success. With over 10 years of experience in the industry, I have successfully planned and executed numerous tradeshows, conferences, and other events. On Upwork, I am proud to have achieved a 100% job success rate and Top Rated Plus status, which reflects my commitment to delivering exceptional results for my clients. In my role as an Event Expert, I have honed my skills in vendor coordination, team supervision, and sales coaching. I am adept at coordinating both small and large events at diverse locations, ensuring seamless logistics and a memorable experience for attendees. I excel at overseeing the planning and execution of events, as well as handling all necessary paperwork and administration. I have a keen eye for detail and a knack for implementing effective marketing strategies that drive results. Analyzing past successes and continuously improving strategies for future events is another area where I thrive. With my strong educational foundation and passion for marketing and sales, I am always focused on achieving exceptional customer satisfaction and revenue goals. What sets me apart from other candidates is my unique blend of creativity and analytical thinking. It's not enough to simply plan events; they must be flawlessly executed while keeping the team on track. I approach each project with enthusiasm and passion, translating into innovative ideas that consistently exceed expectations. My communication skills are also a strength, enabling me to effortlessly build relationships with clients, vendors, and team members. This ensures seamless collaboration towards a common goal. Whether it's coordinating logistics for a large-scale conference or planning an intimate dinner party, I am confident in my ability to make any event unforgettable. In terms of platform experience, I am proficient in various tools including Microsoft Office, Monday, Asana, Notion, Tripleseat, Delphi, Cvent, Canva, Google Suite, SurveyMonkey, Zoom, Jotform, Mailchimp, and more. If you're looking for a highly skilled, detail-oriented, and results-driven Event Manager and Project Manager, I am here to help you bring your vision to life and create memorable experiences for your audience.

🌟 Top Rated 🌟 Project Management Expert | Skilled Program & Project Manager | Digital Transformation Specialist ** I am a seasoned Program & Project Manager with over 15 years of combined experience in the IT industry and the Government Sector. As a certified Project Management Professional (PMP), I bring a wealth of technical skills and a proven track record of managing large and complex projects. My expertise extends beyond project management, encompassing technical documentation writing, proficiency in various project management tools such as Jira, ClickUp, and Monday.com, and a strong ability to work effectively with clients and stakeholders from diverse regions, including the USA, Canada, Malaysia, Singapore, Thailand, Nepal, India, and more. I am not only well-versed in English but also possess basic French language skills, enabling me to engage with a broader range of clients and team members. My unique blend of technical acumen, project management proficiency, and multicultural communication skills positions me as a valuable asset in delivering successful projects. ⭐ Key Features:⭐ 🎯 Multifaceted Expertise: As a Project Manager, IT Project Consultant, and Business Development Manager, I've cultivated a versatile skill set. 🚀 High-Impact Solutions: My career is marked by consistently delivering impactful solutions to clients worldwide. 🌐 Team Integration: I specialize in seamlessly integrating diverse business, functional, and technical teams, creating a cohesive powerhouse. 🌪️ Bringing Order to Chaos: I find immense satisfaction in bringing order to chaos, guiding projects to successful completion. I am excited to collaborate with you, leveraging my unique skill set, extensive experience, and passion for delivering value to transform your projects into success stories. Availability: I am available for both short-term and long-term projects. Let's discuss your needs and chart the best path forward.

CFA qualified (verifiable from CFA Institute) Management Consultant having helped start-up and capital market participants with analysis, financial modeling, reporting, due diligence and other activities. Worked with a diverse, foreign clientele and worked on various projects, ranging from ground-up feasibility study of an 8,000 bph water-bottling plant in the Horn of Africa to a grocery delivery service in the US. Good with internet research, fact finding, and delivery insight on ambiguous topics. Looking to provide good value!

What Makes Us Different? PROVEN: We are in the top 1% of all consultants on Upwork and have been Expert Vetted by Upwork SYSTEM: Our system is designed to create a system of repeatable and scalable processes that drive predictable revenue. EXPERIENCE: Each of our partners has over 30 years of experience working with B2B firms and are certified business coaches with advanced degrees RESULTS: Results backed by our no questions asked money back guarantee if you are not completely satisfied SERVICE FLEXIBILITY: We can help you plan AND execute your strategies. If you are looking for a more affordable option, we can coach you by using one of our dozens of playbooks and solution sets.

🌟 10+ years in investment banking, PE, VC, FP&A, CFO, accounting experience ➤ Expert in financial modeling, FP&A, accounting, strategy, and KPIs 🥇 I do all projects myself, personally - no outsourcing 🏫 Wesleyan University Undergrad and Northwestern Kellogg MBA 🏠 I currently reside in Ft. Lauderdale, FL and speak 5 languages 💻 Excel, PowerBI, Tableau, QuickBooks, NetSuite, HubSpot, Salesforce, Anaplan 💸 I have been working for 4 years, $1MM+ in successful billings 👍 Important Note: ● UpWork says I have 100+ "open" contracts, but some clients are not active ● Client success score is influenced by # of open contracts ● More contracts open (even though not active), lower % of success ● Right now, I am ONLY actively managing 2-3 projects ● I work full-time on UpWork 🟢 Click the green ‘HIRE’ button in the top right-hand corner ● I speak 5 languages (USA, PRT, CHN, ESP, RUS) 📈 My Professional Journey: ● Director of Finance & FP&A, NYSE-listed Software Company (ENFN) ● VP, Growth Equity PE Fund ($2.1B AUM) ● Senior FP&A and M&A Role, Kraft Heinz (NYSE: KHC) ● M&A Investment Banking Analyst, Barclays ● Outsourced CFO & Head of Finance, Over 5 Startups (Seed to Series C) 🚀 Core Specializations: ● Financial Reporting Packages and Financials ● Strategic Financial Planning & Analysis (FP&A) ● Comprehensive Outsourced FP&A and CFO Services ● Accounting and Bookkeeping Excellence ● Investor Pitch Decks & Fundraising ● Advanced Financial Modeling (DCF, IRR, Operational) ● Mergers & Acquisitions Expertise ● Budgeting & Financial Forecasting ● Financial Statement Analysis & Reporting ● Business Tax Strategy & Preparation ● Financial Audit & Compliance Management 💼 Extended Professional Services: ● Private Equity Case Studies ● Resume Review and Career Consulting ✨ Proven Success: ● Developed numerous pitch decks leading to successful funding rounds ● Outsourced FP&A and CFO services, leading to enhanced reporting and visibility for companies ● Guided Investment Banking Analysts to transition into PE Associate roles ● Assisted students in securing Investment Banking positions 📝 Ready to Transform Your Financial Strategy? ● Contact for bespoke FP&A, Outsourced CFO, and Accounting solutions ● Personalized, expert service tailored to your business needs Areas of Expertise: ● Financial Planning & Analysis (FP&A) ● Outsourced CFO Services ● Accounting and Bookkeeping ● Financial Operations ● Mergers & Acquisitions ● Private Equity ● Venture Capital ● Financial Modeling ● Investor Pitch Decks ● Budget Preparation ● Financial Audits ● Tax Strategy ● Real Estate Finance ● 409A Valuations ● Career Development in Finance ● DCF, LBO, Precedent Transactions, Comparable Companies, Sum of Parts Valuations

I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain

🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.

Certified and Top 1% Talent of Upwork. 🥇 🥇TOP RATED PLUS | 💪 750+ SUCCESSFUL PROJECTS | 💼 10+ YEARS EXPERIENCE |👨🏻‍🏫 BUSINESS ANALYST | 🌟 5.0 STAR PRO - ANALYST | 🔸 SENIOR BUSINESS ANALYST | 💰100k+ EARNINGS| 👨🏻‍💻 SOFTWARE ENGINEER | PROJECT MANAGER | IT PROJECT MANAGER | TECHNICAL PROJECT MANAGER | 4000+ WORKING HOURS Saved over $3 MILLION in COSTS for my clients via Automation, Business Consulting, Research, Workflow design, AI integrations, ChatGPT integration, and CRM implementation for 200+ SMEs worldwide working with HealthCare, Travel, Real Estate, Software Development, and Digital Marketing teams. Studied in Software Engineering, specializing in Digital Project Management, Digital Product Management, Product Owner, Agile Project Manager, Scrum Master, Agile Business Analyst, IT Business Analyst, JIRA Administrator, BPM Consultant, Technical Writer, and Process Engineer; mature; adaptive; proactive; and unafraid to get my hands dirty. Business Analysis - Specialist in Software Documentation (SRS Document, Use Cases, User Stories, Functional Descriptions, API documentation, BPMN, and other IEEE/CMMI International Standard Documents), proven requirements gathering and management specialist, experienced in Business/Client IT Team Communication, and experience in negotiation and quoting. MY CORE COMPETENCIES: 1) Technical Documentation : • Project Feasibility Analysis • SWOT Analysis • PEST Analysis • Feasibility Report • Market Research • Competitor Analysis • Requirements Gathering • Requirements Analysis • Requirements Elicitation • Preparing and writing Business Requirements Document (BRD), • Product Requirements Document (PRD), • Functional Requirements Document (FRD) & • Software Requirements Specifications Document (SRS) • Writing Use Cases, • Technical Reports • User Guides • User Stories • UX and Design Briefs • Agile User Stories and Story Boarding (Scrum Development) • Functional Specification Document • Development Plan Document and Risk Analysis • Software Project Reports • Test Plan Document and Test Strategy • API Documents • Digital Adoption Plan • Business Case Studies • Technical Writing • Technical Research 2) Software Design : • Usecase Diagram (UCD) • Entity Relationship Diagram (ERD) • Object Diagram • Database Model Diagram • UML Class Diagram • Sequence Diagrams • Dataflow Diagram (DFD) • Architecture Diagram • User flow Diagram • Flow Charts • Swimlane Diagram • System State Diagram • MVC, Client-Server, Microservices, Layered, Tier Architecture and P2P 3) Project Management : • Digital Project Management • AI Project Management • Software Project Management • Agile Project Plan • Project Development Plan • Risk Project Analysts • Project Work Division • Work Breakdown Structure • Gantt Chart • Project Budget Estimation and Calculation • Project Role and Responsibilities I'm at my best when helping you envision, structure, and articulate your business and solution needs so that stakeholders like 3rd party solution providers, development teams, and funding providers know exactly what you are looking for.

I am a practicing member of the Kenyan Bar. I hold a Bachelors Degree in Law (Moi University) and a Postgraduate Diploma in Law from the Kenya School of Law. I am currently a Litigation and Corporate Commercial Lawyer with over 6 years legal experience. I specialize in Contract Law, Employment & Labor Relations Law, Tax, Intellectual Property Law, Media & Defamation Law, Commercial Law, Corporate & Insolvency Law, Family Law and Land Law among other areas of Law. I also carry out legal due diligence projects and legal audits.. I am passionate about law and will always endeavor to give my clients the best whenever called upon to do so. With these qualifications, I aspire to bring customized solutions to the clients who are in need of legal assistance. Apart from the normal court work, contractual in house solutions can also be provided to the clients. Please feel free to reach out to me in case you need any urgent legal support. I'm available around the clock to offer quality legal work and support.