You will get Strategic Business Plan Review & Next Steps – Finance-First Lens
Project details
This isn’t a generic strategy dump — it’s a focused session that aligns vision with operations.
I’m Kevin, a multilingual finance & compliance consultant with experience at companies like Eli Lilly, Cognex, and Oxford Global. I help founders and operations teams bridge the gap between strategic vision and the messy reality of financial execution.
Whether you’re refining an offer, prepping for funding, or simplifying a cluttered model, I bring a unique lens that integrates:
• Financial structure and regulatory soundness
• Operational workflows and process design
• Market positioning and clear communication (multilingual if needed)
✱ You’ll leave this session with:
• A mini-audit of your current position (from a finance/compliance angle)
• Tailored recommendations with next-step options
• SWOT or scenario insight, depending on your tier
• Documentation you can act on or share
I’ve supported clients from artisan startups navigating VAT and grants to global teams optimizing reporting and vendor structures. I meet you where you are and bring structure, clarity, and forward movement.
Let’s simplify the complex — and turn your direction into action.
I’m Kevin, a multilingual finance & compliance consultant with experience at companies like Eli Lilly, Cognex, and Oxford Global. I help founders and operations teams bridge the gap between strategic vision and the messy reality of financial execution.
Whether you’re refining an offer, prepping for funding, or simplifying a cluttered model, I bring a unique lens that integrates:
• Financial structure and regulatory soundness
• Operational workflows and process design
• Market positioning and clear communication (multilingual if needed)
✱ You’ll leave this session with:
• A mini-audit of your current position (from a finance/compliance angle)
• Tailored recommendations with next-step options
• SWOT or scenario insight, depending on your tier
• Documentation you can act on or share
I’ve supported clients from artisan startups navigating VAT and grants to global teams optimizing reporting and vendor structures. I meet you where you are and bring structure, clarity, and forward movement.
Let’s simplify the complex — and turn your direction into action.
Language
English, French, SpanishPlan Format
Google DocsPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included
| Service Tiers |
Starter
$75
|
Standard
$160
|
Advanced
$330
|
|---|---|---|---|
| Delivery Time | 4 days | 6 days | 9 days |
Number of Revisions | 1 | 1 | 2 |
Executive Summary | - | - | - |
Company Description | - | - | - |
Industry & Competitor Analysis | - | ||
SWOT Analysis | |||
Customer Analysis | - | ||
Tailored Marketing Plan | - | - | - |
Review & Critique | |||
Financial Forecast | - | - | |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$30
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KS
Kosol S.
May 25, 2026
ERP Localization Specialist Needed for EU Market
About Kevin
Embedded Finance, Compliance & Ops Support | ACCA | Multilingual
Valencia, Spain - 12:09 am local time
I’ve worked with high-growth and multinational companies including Eli Lilly, Cognex, Apple, and Oxford Global, delivering operational finance excellence across invoice workflows, regulatory alignment, and vendor data integrity.
Whether you’re navigating:
• VAT-sensitive invoicing across EU entities
• GDPR ambiguity in your vendor master file
• Bank reconciliations that never quite match up
• Or simply want your monthly close to stop slipping
I bring structure where it matters most.
My toolkit spans SAP, PeopleSoft, Concur, Salesforce, Ariba, and legacy platforms. I’ve processed thousands of invoices per month, supported SOx-aligned audits, and led internal documentation for controls, onboarding, and reporting workflows.
- Recent highlights include:
• Cutting payment cycle time by 25% through workflow redesign (Cognex)
• Managing €3M+ in AP volumes monthly across multiple jurisdictions
• Training vendors in French on Ariba SAP adoption (Eli Lilly)
• Mapping GDPR risks in PeopleSoft and Salesforce to prevent third-party exposure (Oxford Global)
I’m known for being calm under pressure, precise with numbers, and direct in communication, especially across borders.
- ACCA Applied Skills completed
- Fluent in EN / FR / ES / AF - with strong Dutch reading ability
- Based in Europe. Time-zone flexible.
Let’s bring control and clarity to your financial operations - and simplify what’s been feeling complex.
Steps for completing your project
After purchasing the project, send requirements so Kevin can start the project.
Delivery time starts when Kevin receives requirements from you.
Kevin works on your project following the steps below.
Revisions may occur after the delivery date.
Review of documentation and context provided
I’ll review your materials and context carefully to understand your goals and trading environment.
Brief Call
A brief alignment call/asynchronous check-in to ensure I clearly understand your goals and priorities.