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Charles U. | Elance
 
176985602337900
Last Sign-in: Aug 9, 2012

Charles U.

Financial and Marketing Analysis
   United States
  |   Kailua Kona, HI

Overview

Aloha! My name is Chuck Ullan, and I'll deliver you top notch business analysis from Kailua Kona, Hawaii.

You will get analysis of your business results, accurate forecasting, and Excel models that help you understand "what-if" scenarios.

With experience at AOL, Disney, and small, venture-backed companies, you'll get professional analysis skills from someone who also understands the needs of smaller companies.

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Portfolio

Understand your customer acquisition costs with a breakdown of your sales cycle into...
You can use your assumptions about customer acquisition, retention, and operating costs...
Summarize your business results with a nice-looking dashboard
Analyze the payoff of each marketing campaign by comparing the cost to get a customer...
Based on your spending, cost to acquire a customer, and lead times, you can get a...

Skills (10)

Tested
Financial Analysis
Financial Analysis Test
My Score
avg
Financial Forecasting
Financial Reporting
Financial Statements
Accounting
Management Skills
Analytics
Business Plans
Business Analysis
Marketing

Service Description

Clients who benefit most from my help are those that know they need to get a handle around certain analysis challenges, but aren't sure how to do it.

Most clients have needs in these areas
- Identify which marketing campaigns are most profitable
- Determine what a customer is worth
- Measure impact of changes in marketing investment (or performance)
- Project revenue & customer counts accurately

You'll get these results as I take you through the analysis life cycle
1) Define the right analytic approach
2) Identify the data necessary for analysis
3) Analyze the data
4) Recommend actions based on analysis
5) Create Excel model to project future results

As EVP of Strategy and Finance for a small company in Virginia, I've worked with the CEO, venture capital investors, and the board of directors to analyze the company's results and set a well-reasoned direction for the company.

With AOL, I spent 7 years in Marketing Analysis leading teams in evaluation of over $500 million in customer acquisition spending, web analytics, testing, and modeling of partner marketing opportunities.

If you're just looking for some Excel manipulation, I'm not the right fit for you. However, if you're looking to create an professional analysis approach for your business, I'd appreciate your consideration.


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Education

University of Maryland
Master of Business Administration
- 1999
University of California, Los Angeles
Bachelor of Arts - Economics
- 1992

Keywords

Analysis
finance
marketing
Excel
My Snapshot
Finance & Management
1
Elance Level
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Identity
Username
CUanalysis
Type
Individual
Member Since
August 2012
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Charles U. | Elance

Charles U.