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Last updated: October 1, 2015
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Jose Bello

Jose Bello

Business Consulting

United States - Tests: 1 - Portfolio: 17

I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full pitch decks or online presentations. Among my past clients I have financial institutions, crowdfunding site, technology startups, food distribution companies, entertainment ventures, media websites and green energy companies, plus many nonprofit organizations, in the US, Canada, Europe, MENA region and Australia. My best clients are the ones with new and disruptive ideas. In my process I ask many questions, do a lot of research, propose new ideas, explore diverse channel of distribution, provide a lot of graphics, create models using a canvas business model system, run numbers and create financial projections. At the end, I do everything I can to create useful and powerful documents for my clients. "OFF-LINE" I have my own business consulting firm working near New York City - I have an MPA from Cornell University (USA) and I speak English and Spanish. --- MY PHILOSOPHY on writing business plan is simple: every business plan is unique and every client deserves a professional and timely service. I do not over promise, I do what I said I will do. Simple. Some business and marketing plans are designed to get a loan from a bank, others to get potential investors excited about a project. Most of the time is a tool to raise money, but all the time should be an instrument to guide your future. In my work I get inspiration from big angel and venture capitalist firms, such as the giant investor Sequoia Capital; that has invested in companies like Apple, Google, YouTube, PayPal, Instagram, Yahoo!, Atari, Kayak, Zappos, and LinkedIn. I always suggest my potential clients to read what they are asking from people that want to get funds from them: They are not asking for a 100-page business plan. They believe that the best founders are clear thinkers. --- MY PROCESS is also simple. I start with your ideas and your initial data and work until you are completely satisfied. I want to invite you to see my process of writing business plans here: Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. Again, I do not over-promise, I do what I said I will do. By hours, this is a breakdown of my typical development process: 1) Business Consulting (2-6 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 3 to 5 years of Sales, Profit & Loss, Cash Flow and Balance Sheet forecasts. 4) Writing (8 to 16 hours) - following the format of California VC firm Sequoia Capital and adding charts, maps, graphics, etc., to clarify your business pitch. My tools are 1)Internet for research, 2) Skype for communication, 3) ASANA to organize my work, 4) Excel to plot all financial projections, 5) PowerPoint to design pitch decks, and 6) a few RedBulls to work overnight and on time. Everything will start with a Skype chat and we go from there. --- TERMS I work around your budget. I know that startups are not cash cows. Because every plan is unique, I like to discuss final payment terms during the interview process. My original bid is a guide for the client, and is based, usually, on a week of work (about 40 hours). Depending on the nature, format and stage of your business project, my work could take about a week and in some cases several weeks. My hourly rate is $100, and usually will take me 24 to 32 hours of work to develop a comprehensive plan. If you hire me as a fixed rate contract, I operate on a 3-payment basis. The first 30% is due at project start, a second payment of 30% at an agreed upon middle milestone, and the final 40% upon completion of the project. --- SAMPLES Looking for samples of my work? Here is a list of some of my past projects: IT service start-up in Germany, data center in Uganda, online food service platform in Brazil, crowdfunding site in California, niche social network in the UK, nonprofit in Mozambique, real estate fund in Taiwan, TV production company in Los Angeles, agro-business in Nigeria, entertainment company in Holland, publishing service in Spain, nonprofit in Washington DC, beverage company in the UK, entrepreneurial education center in Dubai, pharmaceutical start up in Lebanon, electric company in Saudi Arabia, and several iOS native app start-up in Australia, Ukraine, Puerto Rico and USA. Sample Business plan - Sample Pitch Deck - If you request a connection via Linkedin you can see past clients’ recommendations here: --- FINAL NOTE: If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Jose Bello

89% Job Success
$100.00 /hr
523 hours

Kiril Nikolaev

Kiril Nikolaev

Financial Forecast Analyst and Business Plan Consultant

Canada - Tests: 8 - Portfolio: 5

✔ 1st place on Upwork's Financial Forecasting test ✔ 10+ years experience with Excel and VBA (pivot tables, vlookups, macros), so any Excel analysis you need will be top notch ✔ 4+ years experience in the financial industry, therefore you won't need to explain things twice ✔ Work for one of the top 10 largest banks in North America (BMO Financial Group) ✔ Passed all CFA exams on first attempt, hence you know you'll get the project right the first time ✔ Top 10% on all financial and analytical tests on Upwork, which assures I understand the financial concepts your project requires ✔ Bachelor’s honors degree in Finance which means I’ve got the financial analysis and modelling skills you need ✔ Native English speaker which will save you time communicating My passion lies in finance and I am interested in data analysis, financial forecasting and modelling, financial planning, DCF, DDM, multiples equity valuation, as well as other financial analysis

$34.46 /hr
28 hours

Puneet Gandhi

Puneet Gandhi

Experienced Investment Banker at Goldman Sachs and UBS

India - Tests: 4

1. 8 years of experience across investment banking, corporate finance and financial advisory 2. Completed several transactions across M&A, equity and debt capital markets 3. Expertise across IT & BPO, Financial Services, Consumer & Retail, Metals & Mining and Infrastructure 4. Career Portfolio Statistics - 3 M&As - 11 Capital Markets Transactions - 50+ Valuation/Deal models - 250+ Investor/Board/Pitch Presentations 5. Recommendations - Portfolio Manager - Equity hedge fund with AUM of ~$1bn - CEO - IT Solutions for Asia's leading telecom operator - Director (M&A, Business Development and New Initiatives) - India's leading media house - Founder - Asia based online privacy protection firm - Co-founder - US based online market place lending platform - Managing Director - Goldman Sachs 6. Areas of Specialisation - Financial Modeling - Investor Presentations - Business Plans - Corporate Finance & Capitalization - Financial Planning & Analysis - Budgeting/Forecasting - Mergers and Acquisitions - Valuations - Fundraising Strategies - Competitive Benchmarking - Operating Metrics

92% Job Success
$225.00 /hr
1,567 hours

Agnes B.

Agnes B.

| Professional Researcher | Presentation | Photographer | Travel |

Indonesia - Tests: 10 - Portfolio: 12

Have been in the research writing field in Indonesia for more than 6 years and lived in the United States for 5 years. I was involved in several publications in various sectors, such as industry research, finance and business reports, property research and travel reports. I was involved to prepare an investment guide book for an international organization, as well as property, financial and market research reports. Conducting market studies and preparing presentations are also my area of expertise.

100% Job Success
$15.00 /hr
109 hours

Michael T.

Michael T.

Corporate Finance Professional - Management, Analysis, Modeling, Excel

Ukraine - Tests: 3

American Expatriate, very successful corporate finance professional with over 24 years of uniquely well-rounded hands-on analytical and managerial experience working with a variety of enterprises ranging from large financial institutions to smaller business start-ups. I have bachelor degrees in Finance and Economics. Primary skill set includes financial analysis, budgeting and financial projections, excel-based financial modeling, investment analysis and research, accounting, business plan creation, and creating meaningful efficiencies by automating routine reporting tasks.

100% Job Success
$15.00 /hr
143 hours

Ihor B.

Ihor B.

Spreadsheets expert (VBA and Google Apps), Accountant

Ukraine - Tests: 7

I am an expert in Spreadsheets and have a great experience in Excel and Google Sheets and integration with related soft (Excel<=>Outlook<=>Word<=>Access and GoogleSheets<=>GoogleForms<=>Gmail<=>GoogleDrive<=>otherWebApps) Have a good knowledge and solid experience in VBA and JavaScript. Also familiar with HTML and CSS. Have strong financial,accounting background in different domains due to ACCA qualification (Affiliate), 3 years audit work and more than 5 years financial analyst/controller experience. I also have experience in the following areas: financial statements, financial modelling, requirements elicitation, processes description, SQL # Newer take job I cannot finish and provide infinite support for any task performed.

100% Job Success
$25.00 /hr
635 hours

Nicolae G.

Nicolae G.

Experienced Researcher with PhD in Economics and Econometrics

Romania - Tests: 8 - Portfolio: 6

I am a experienced academic writer specialized in Finance, Economics and Statistics. I hold a doctoral degree in "Finance" (September 2013), a master degree in "Banks and Financial Markets (July 2010) and a bachelor degree in "Finance and Banks" (July 2008). I have written 19 academic articles indexed in international journals (2010-2014), 1 book as author (2014) and 2 books as co-author (2013-2014). In the period between 2010 and 2013, I participated to 10 national and international scientific conferences. In addition, I was editor for 4 books published between 2013 and 2014. I have experience in banking as I worked for the National Band of Romania (2008-2010), research, academic writing and empirical analyses as PhD student within the Doctoral School of Economics and Business Administration - "Alexandru Ioan Cuza" University of Iasi (2010-2013), and audit & financial analyses as auditor at one of the largest companies in Romania (2014-present) All the aforementioned results rely on advanced competencies in using the Microsoft Office package (Word, Excel, Powerpoint), statistical analyses by using EViews 7.2 and SPSS (financial time series modeling using unit root tests - ADF, PP, KPSS, Zivot-Andrews with one structural break, regression models, cointegration - Engle-Granger and Johansen, VAR and VEC models), EndNote referencing software (for reference styles as APA 6th, Harvard, MLA, Chicago etc.), Adobe Professional for administrative services. ************************************************************************************ Selected articles * Ghiba Nicolae, Sadoveanu Diana, Avadanei Anamaria (2012), Real exchange rate behavior in 4 CEE countries using different unit root tests under PPP paradigm, Proceedings of 30th International Conference Mathematical Methods in Economics, Silesian University in Opava Publishing, School of Business Administration in Karvina, ISBN 978-80-7248-779-0, pag. 225-230; * Avadanei Anamaria, Ghiba Nicolae (2011), Evaluating and managing systemic risk in the European Union, Hradek Economic Days Proceedings, Economic Development and Management of Regions, ISBN 978-80-7435-101-3, pag. 22-26; * Ghiba Nicolae, Sadoveanu Diana (2012), Testing Purchasing Power Parity in Romania using standard unit root tests, with one structural break and cointegration analysis, Romanian Economic Journal (REJ), 44, iunie 2012, ISSN 1454-4296, pag. 225-241; * Ghiba Nicolae (2012), Purchasing Power Parity influence on real exchange rate behavior in Romania, CES Working Papers Series, 3(4), ISSN 2067 - 7693, pag. 524-536; * Sadoveanu Diana, Ghiba Nicolae (2012), Purchasing Power Parity: Evidence from four CEE countries, Journal of Academic Research in Economics, 4(1), martie 2012, Editura Fundația România de Mâine, ISSN 2066-0855, pag. 80-89; * Ghiba Nicolae (2010), Exchange rate and economic growth. The case of Romania, CES Working Papers Series, 2(6), ISSN 2067-7693, pag. 73-77; *.Ghiba Nicolae (2011), The Relationship between Productivity and Relative Prices in Romania (Balassa-Samuelson Internal Mechanism), Ovidius University Annals, Economic Sciences Series, 11(1), Ovidius University Press, ISSN 1582 – 9383, pag. 819-823; * Sandu Carmen, Ghiba Nicolae (2011), The relationship between exchange rate and exports in Romania using a VAR model, Annales Universitatis Apulensis, Series Oeconomica, 2(13), ISSN 1454-9409, pag. 476-482; * Avadanei Andreea, Avadanei Anamaria, Ghiba Nicolae (2010), Financial integration of European Money Market form EMU to the Global crisis and beyond, Ovidius University Annals, Economic Sciences Series, 10(2), Ovidius University Press, ISSN 1582-9383, pag. 17-23; * Ghiba Nicolae (2012), Exchange rate and currency market evolution during the recent crisis, Proceedings of the 2nd ASECU Youth Meeting – Current Challenges of the Global Economy, Editura Universității „Alexandru Ioan Cuza” din Iași, ISBN 978-973-703-782-4, pag. 40-45; * Ghiba Nicolae (2011), Testing Balassa-Samuelson Model Hyphotesis in Romania, Collection of Papers – volume I, 12th Doctoral Annual Conference Proceedings, Oeconomica Publishing House, ISBN 978-80-245-1773-5, pag. 51-60;

88% Job Success
$18.00 /hr
177 hours

Matsakyan Mikayel

Matsakyan Mikayel

Analyst & Expert

Armenia - Tests: 8 - Portfolio: 2

I seek for additional opportunities to develop my skills and therefore earn relevant money based on my experience. Educational Background: PHD in Finance Work Experience: Currently Work as a Unit Manager @ a Telecom Company Skills: Proficient in business and statistical analysis, developing strategies and business plans Expert level skills in Microsoft Excel Experienced in working with databases Fluent in English (Paper based TOEFL-620, Computer based-260), Russian and Armenian

$11.11 /hr
20 hours

Gabriel D.

Gabriel D.

Statistician/ Data Scientist

Kenya - Tests: 10 - Portfolio: 1

I use statistical and econometrics to achieve the desires statistical analytic. I am a data scientist with a passionate interest to specialize in financial analysis, models and design algorithm. My Statistical and econometric skills include: > Statistical modelling > Linear regression > Panel data models > Binary outcome models (probit, logit, bivariate probit) > Multinomial and ordered models > Limited dependent variable models > Count data models > Survival analysis > Spatial econometrics > Quantile regression > Systems of regression equations > Time-series models My financial skill are mainly financial analysis and modelling. Fluent in: > R > STATA > SAS > SPSS > Minitab > Matlab > Tradestation

100% Job Success
$16.67 /hr
565 hours

Salil Rajpal

Salil Rajpal

Expert in Excel & VBA Macros | Access | Stats & Finance Background

India - Tests: 3

Expert in Microsoft Excel & strong VBA/MACRO programming skills with 9+ yrs of vast experience in automating/ developing tools in excel sheet. Automate processes/Reports/Data analysis in excel to increase efficiency & accuracy. - Complex VBA Macros - Advance Excel formulas. - Dynamic Excel Charts. - Statistical data analysis - DASHBOARDS / user interface forms - Data manipulation to create excel reports, conditional formatting, pivot - Excel add-ins. I take full responsibility of my deliverables and offer FREE lifetime minor edits /modification or bug fixes to the projects delivered. I am committed to provide the highest quality work at a low turnaround time. I have extensive experience working with US/UK clients. I am a finance professional, MBA finance, CFA Level-1, FRM - worked extensively in Risk management, Quantitative research & analysis. I have created lot of excel sheet models for risk assessment, risk analysis, quantitative analysis. I ensure to create spreadsheet/VBA code in the simplest manner with comments, so that it can be easily modified in future, if required.

99% Job Success
$12.00 /hr
52 hours