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4.8/5
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  2. Admin & Customer Support Talent
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  4. (Current) Business case Freelancers
  • $129 hourly

    • 5.0/5
    • (148 jobs)
    A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.
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    Chartered Global Management Accountant
    Marketing Analytics
    Google Analytics
    Tableau
    Management Accounting
    Business Planning & Strategy
    Data Visualization
    Management Consulting
    Financial Modeling
    Business Cases
    Business Plan
    Business Analysis
    Financial Analysis
    Strategic Plan
  • $40 hourly

    • 5.0/5
    • (6 jobs)
    I have 25+ years of experience as a management and technology consultant. I have advised 150+ clients on strategy, Planning, Business process transformation, Digital maturity assessment for business and digital transformation initiative in multiple domains like BFSI, Retail, Ecommerce, media, manufacturing, and others. I have worked along side C-suit and structure my services as coach to the CEO. My clients range from start up to large scale organization with top line revenue up to $2 Billion+. I have supported my clients in implementing complex global transformation program and following is the snapshot of key implementation: • Large Transformation Program - Digital Transformation, Implemented $10 million cloud program for US financial institution, implemented $20 million program for large pension organization • Implemented $2 million program for large media clients, In-sourcing projects into GCC from multiple vendors • Global Delivery – Program governance, MSA/SOW, NDA, vendor management, Agile Delivery • P&L - Budget, Revenue Management, Costing, Financial performance • Leadership – Leading with compassion, authenticity, and integrity If you are thinking -> • I understand my business but how will I manage all the moving components and business goals simultaneously and reduce the cost of running my enterprise applications • My last business transformation did not work and I don’t want that ever again • My enterprise is left high and dry by my vendor as they controlled the development environment, resource attrition and project over budget and schedule • I need a expert focus on transformation program that I know will deliver the complete program successfully end to end I focus on advising / delivering the program end to end successfully with proper closure of the project with due transfer of all IP’s, source code, deliverable and other aspects of project from vendors, contractors, and freelancers. Key past clients managed– - Large financial institutions in Boston, SFO, USA - Large media client in LA, NY, USA - Large Insurance client in Bromley, UK - Large patent office in Netherlands - Large pension house, India - Ecommerce clients in Germany, Switzerland and Asia Pacific - Startups Working with me, you will • Stop struggling with the Transformation initiative • Understand the reason for the past unsuccessful transformation attempts • Will get the MSA / SOW/ and other contract documents created for the program • Assist in defining the goals for the transformation and create the key success factor • Define customize strategy for implementing program performance, evaluation, goal setting and program objective for successful outcome • Increase program efficiency by cultivating successful internal organization relationships Not every business is my client. Some signs I might not be a good fit We are not open for change and we will get back to you once we decide next steps Just want to discuss what transformation looks like. Do not want to experiment technology Compassion is not a core value – I love working with people who are compassionate and give respect to others I have the 360-degree view from every role perspective in the organization. I know what it takes to implement a transformation program that you feel confident implementing it. My project statistics 1. Long term client, implementing a complex SAAS product using Artificial Intelligence 2. Short term client with 5 Star rating for implementing the program governance 3. Large pension client with excellent feedback for 3 million pensioners program About Me Integrity is my utmost priority. I come from a technology background and extensive experience in managing large global projects and teams. What I look in a new client:  Open mind and aptitude for looking at big picture  Open for new ideas and focus on improving the performance.  Put integrity and authenticity on priority and value relationship  Understand the transformation scope and wants the best Does it sound a fit to you? Next steps-  Watch the videos in my Upwork profile and work samples in the portfolio  Send me a message for submitting the proposal with job description  You can also send me the direct contract and we can discuss the job over a meeting  Write me a note what you expect from me Stakeholder Management 🔑 Artificial Intelligence, AI consultant, Generative AI, Management Consultant, Business Strategy, Business Development, Management, Stakeholder management, Strategic Planning, Start-ups, Business Management, Operation Management, Product & Budget Management, Quality Control, Process, Project Proposal, Proposal, Research Proposal, Request for Information, Request for Quote, Prepare Detailed Project Report, Request for Proposal (RFP) Creation, Proposal Reviews, Vendor Short listing, Vendor Selection, Research Strategy, Research Document, Product Research, Industry Research, Competition Research, Business Research, Qualitative Research
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    Request for Proposal
    Request for Quotation
    Proposal Writing
    Bidding
    Business Analysis
    Product Roadmap
    Business Transformation
    Critical Thinking Skills
    Project Budget
    Project Risk Management
    Dev & IT Project Management
    Program Management
    Agile Project Management
    Project Plans
    Digital Project Management
  • $40 hourly

    • 4.8/5
    • (10 jobs)
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
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    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • $165 hourly

    • 5.0/5
    • (90 jobs)
    Hi, A former hotel executive for AMResorts (Now part of Hyatt), CEO of a boutique hotel company, Owner Rep for a $80M hotel development, and consultant to many more hotel projects. As such, I can help with anything for your hotel project. Financial modeling, Capital Raising, Operator Search, Document Negotiation, Marketing, Revenue Management, etc. Formerly an investment banker and consultant so can help with data analytics, financial modeling, and Excel work. Advanced Excel skills. I will set up your model to deliver strong insights in an easy-to-understand way with lots of flexibility to make business decisions easier. I have an MBA from a top-tier university and Ivy League undergrad as well as helped launch 3 start-up companies. My overall business acumen will add great value to your project. -Matt
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    Copywriting
    Finance & Accounting
    Hospitality & Tourism
    Business Consulting
    Marketing Advertising
    Travel & Hospitality
    Financial Analysis
    Marketing Strategy
    Social Media Plugin
    Google Analytics
    Microsoft Excel
  • $60 hourly

    • 5.0/5
    • (11 jobs)
    I will manage your projects on time and on budget. 3+ years of experience in leading Web development, App development, SEO projects, and customer success. High ability to problem-solving. Certificated Graphic designer/Video editor/Web designer. Master's degree in English/Russian/Ukrainian translation and pedagogy.
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    Leadership Skills
    Research & Strategy
    Project Scheduling
    Project Management
    Customer Support
    WordPress
    Video Editing
    Photo Editing
    Graphic Design
    Translation
    Web Design
  • $50 hourly

    • 5.0/5
    • (1 job)
    ✅ Rising Talent, ⭐⭐⭐⭐⭐ Rating, 100% Satisfaction! Long Term perspective: $90K in earnings from a single client. ✅ 20 years experience Expert & Certified Project Manager(PMP), Cloud Architect, DBA ✅ Worked for Big 4 KPMG Consulting in Silicon Valley, US Fortune 500 Barclays & ABN AMRO, World Bank ✅ Customer-focused, Trusted advisor, Collaborative, Self-motivated, Flexible, Value for money. ✅ Flex time US ET, UK Hi there, Welcome and thank you for your interest in my profile! Your Problem / Job to be Done ======================== Would you like to work with someone who • Gets energy from bringing order to chaos, solving problems before they emerge and staying focused when the heat is on? • Enjoys working on habit-forming products that help people live better lives? • Loves building, scaling applications, and engineering teams? • Is passionate about bringing together humans, technology, data, and best practices to help people solve problems and organizations thrive? • Is an "All in one" technology and management expert able to launch or enhance your idea or solution? If your response is 'YES' then look no further! I bring a rich combination of experience, knowledge, expertise, and a positive attitude to tackle all sorts of challenges you face. About Me ======= I am a versatile CTO, Product and Project Manager with the drive and skill set to excel in a fast-paced setting like start-ups, high-growth companies. I am a cloud architect with full-stack AWS and MERN development, DevOps, and Sysadmin skills. I possess deep learning skills in computer vision, NLP, and ASR. ► My Achievements Over the past 20 years, I have enhanced the ability of industry leaders to capture profitable markets through world-class solution delivery. ► Value I Offer To meet your goals, I will do, ✓ Digital Transformation and IT Management (4 years) • Achieve organization goals by aligning technology strategy to business. • Conduct business analysis, evaluate tech solutions, manage suppliers, change, and services. ✓ Product and Project Management (9 years) • Perform design thinking with personas, positioning statements, user stories, prototyping, UX design, and agile development. • Build Enterprise/Tech PMOs, manage projects, stakeholders, risks, performance, and talent. ✓ Software Development and Architecture (7 years) • Spearhead distributed engineering teams, design and build scalable web, mobile app, and ERP solutions. • Build a quality offshore team in a short time to meet your needs. ✓ Data Management and Analytics(5 years) • Enable data-driven decisions with data governance, security, database admin, data center, BCP, data integration, modeling, analytics/BI, and visualization. ► My Tech Skills: • Type/JavaScript, HTML/CSS, React, Node.js, Python • Oracle RDBMS, PostgreSQL, Power BI, Linux • AWS CDK, Lambda, DynamoDB & Oracle Cloud • JIRA, TOGAF, SOA, Git, CI/CD Our Synergy ========== Let's ✓ Get your projects on track ✓ Create products that users find delightful ✓ Drive growth, and reduce costs by implementing best practices, and leveraging technology ✓ Build scalable, secured, reliable, efficient, cost-optimized tech solutions that enable data-driven decisions. I am looking forward to working with you soon🙂.Thanks, Waseem
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    Project Management
    Digital Transformation
    Oracle Database
    Design Thinking
    Agile Software Development
    Amazon Web Services
    Scrum
    Business Analysis
    React
    Data Management
    Mobile App Development
    IT Management
    Database Management
    Product Management
    Machine Learning
  • $150 hourly

    • 5.0/5
    • (117 jobs)
    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
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    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Business Modeling
    Process Improvement
    Product Design
    Product Management
  • $64 hourly

    • 5.0/5
    • (57 jobs)
    Economist by the Universidad del Pacífico with an MBA by the University of British Columbia, Canada. FRM Earned the Financial Risk Manager Designation. CFA Level II candidate. Experienced in risk management strategic consulting, investment banking, corporate banking and personal banking. Part Time Finance Professor for the Capital Markets course and CFA Workshop at Universidad del Pacífico and Universidad Peruana de Ciencias Aplicadas.
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    Financial Risk
    Market Research
    Business Consulting
    Investment Research
    Financial Analysis
    Marketing Strategy
    Management Consulting
    Financial Modeling
    Investment Banking
    Corporate Strategy
  • $100 hourly

    • 4.8/5
    • (53 jobs)
    EXCEL: Forecasting and Projections ● Fund/Investment Return Calculations ● Fund Accounting ● DCF/Financial Models ● Data Compilation and Analysis ● Pivot Tables ● Macros ● Sales and Prospect Pipelines ● Project Trackers ANALYSIS: Financial Statement Review ● Valuations ● Investment Opportunity Review ● Financial Planning ● Due Diligence ● Performance Reporting POWERPOINT: Pitch presentations ● Marketing decks ● One pagers / Factsheets ● Product / Service overviews RESEARCH: Market Research ● Competitor Research ● Investment Research ● Comp Analysis WRITING: Business Plans ● Investor Memos ● Case Studies
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    Venture Capital Consulting
    Private Equity
    Company Valuation
    Fund Accounting
    Due Diligence
    Financial Reporting
    Investment Research
    Financial Planning
    Market Segmentation Research
    Microsoft Excel
  • $90 hourly

    • 5.0/5
    • (33 jobs)
    15 years as business consultant - emerging technologies and organizational development 12 years focus on the SaaS business model worked in Germany, Italy, Austria, Switzerland, Iceland and Israel English / German / Italian
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    Financial Modeling
    Business Proposal Writing
    Social Media Marketing
    SaaS
    Business Development
    Business Plan
    Business Analysis
  • $97 hourly

    • 5.0/5
    • (13 jobs)
    I provide fractional CFO and FP&A services, supporting small and mid-sized firms, start-ups and those companies looking to raise capital. Our fractional CFO and FP&A services include: Budgeting and forecasting Financial performance review Monthly reporting Cash flow management Custom dashboards and data analytics (Excel & Power BI) Custom KPI tracking and reporting Growth Strategy Sensitivity and scenario analysis For those companies looking to raise capital: Institutional-grade financial model Company Valuation Cap table Investor pitch deck support Financial/Investment analysis M&A analysis Ratio and ad hoc analysis About me: My 14+ years of experience in investment markets, working across Investment Banking, Private Equity and Venture Capital, puts me in a solid position to support your financial and strategic needs. I have worked with both public and private companies in the US, UK and Australia, across various industries, including: SaaS E-commerce Tech hardware Retail Digital content and marketing Fintech Agriculture I have a Bachelor of Business (Finance Major) and am a Charted Financial Analyst (CFA) level 3 candidate.
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    Venture Capital
    Chartered Financial Analyst
    Financial Modeling
    Sensitivity Analysis
    Company Valuation
    Capital Markets
    Financial Analysis
    Ratio Analysis
    Equity Research
    Data Analytics
    Microsoft Excel
    Microsoft Power BI
  • $30 hourly

    • 5.0/5
    • (5 jobs)
    University Gold medallist . 20+ years of experience in the IT Industry. 12+ years of experience as an Agile Coach, Senior Digital IT Program manager, SAFe Scrum - managing large and critical projects. ~10 years of e-commerce experience enabling Digital transformation and Quality automation. Spear-headed 9 Agile transformation programs and handled multiple customer deliveries. I have also played major roles as an Engineering Manager, Release Train Engineer , Senior Scrum master & Product Owner. Companies worked - IKEA Sweden , IBM India , Decathlon IT , Cushman & Wakefield , Hewlett Packard , BatchLeads.io and Jumio Corporation ● Certified: CSM, CSPO, CSP, SAFe Agilist, IBM Agile Thought leader , ● Led trainings: Project Mgmt , Agile, Scrum , SAFe , JIRA , SDLC ● Stakeholder management ● Cross functional team leadership ● Tools - JIRA, Confluence, Asana, Smartsheet, Azure Devops , Notion, Slack ● Technologies - Python, Java, C++ , Machine Learning,Data structures. Core Skills- Project Management , Digital transformation , Agile methodologies, SAFe, Dev Ops, Automation, Engineering management, Leadership & communication, Data analysis using Python and Java, SAFe Scrum I have been featured in CIOReviewIndia magazines on Agile leadership , gave close to 1000+ contact hours on teaching Agile worldwide and written 10 different articles on Quality automation and leadership roles. Accomplishments - Sr Project and Program Manager 1. Acting SiteLead for BatchLeads India team . Worked closely with the founder and CTO to scale the BatchService Engineering and Operations team in India from 20 to 80 team members in 8 months. 2. Led the overall software development effort to build an online community engagement platform from scratch - Decathlon AllForSport website and the App to inspire 10 million Indians to practice sports. Online Sales clocked to $30K/day. Transitioned the path of online revenue streams esp during Covid. 3..Successfully led 8 cross functional teams across Geo locations. Handled resource management and integrated deliveries with ease. 4.Setup first of its kind Quality & Automation for all of Decathlon IT India - responsible for technology planning and key strategic decisions. 80% automation achieved. 5.Onboarded 7 third part vendors [with CLIP approvals] and responsible for performance appraisal for 20 reportees. Sr Scrum Master -RTE - Agile Coach 1. Spearheaded Big Room planning for 3 days with 150+ participants within IKEA Sweden.One of the 4 coaches introducing to scale agile methodology. 2. Blogger and keynote speaker [Only speaker invited to represent from India in AgileTourLille - 2019] 3. Led the Agile transformation in IKEA eCommerce organization (a 150+ employee org). 4. Coached 140+ teammates, 15+ Scrum Masters and 6+ Product Owners on Agile values and principles to promote continuous improvement in practices and artifacts. Improved backlog maturity and reversed years of poor performance. ​​5. Daily collaboration with VPs, directors and C-level on strategy, change management and organizational design 6. Increase org wide transparency and visibility on every level 7. Continuously improve the product and portfolio management processes and practises 8. Significantly improved alignment and dependency management/elimination amongst 30+ globally distributed teams 9. Helping to build the SM team and the Agile CoP Engineering 1. Led the 12 member core team to develop microservices and integrate with our online shopping App - Decathlon.in 2. Engineered integrating Java plugins into IBM JDK for seamless customer experience. Part of IBM Software Labs for 6 years to have handled multiple engineering tech. Product Manager 1. Built used cases and requirement breakdown for end customers. Key topics like Abandon cart , Integrating Algolia search and Direct mail module under batchleads.io
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    Engineering Management
    Research & Strategy
    Project Management Professional
    Systems Development Life Cycle
    Product Management
    Program Management
    Training & Development
    Scaled Agile Framework
    Scrum
    Digital Transformation
    Kanban Methodology
    Jira
    Quality Assurance
    Agile Project Management
  • $50 hourly

    • 4.9/5
    • (17 jobs)
    With over six years of experience in Operational Project Management, product/content strategy, and numerous personal and business projects. I have the creativity and professional expertise that can help your business succeed in driving sales and brilliantly increasing customer/client engagement. If you want to increase revenue and make your business reach phenomenal heights, let me help you. Experienced in: ✔️ Project Management ✔️ Operation Management ✔️ CRM Systems ✔️ Human Resources ✔️ Team Management ✔️ Financial Products ✔️ Social Media Marketing
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    Business Management
    Human Resources Strategy
    Customer Service
    Product Management
    Administrative Support
    Marketing Operations & Workflow
    Management Skills
    Project Management
    Customer Relationship Management
    Team Management
    Microsoft Office
    Project Plans
  • $65 hourly

    • 5.0/5
    • (143 jobs)
    ⭐️10+ Years of experience ⭐️100+ UpWork Clients ⭐️Top Rated Plus freelancer with a 100% Job Success score ⭐️Strong accounting and finance background My experience involves working for PricewaterhouseCoopers (“PWC”) for 3 years, in the field of accounting, reporting, and consulting. In addition, I’ve been a Business Consultant, Controller, and Business plan writer for over a decade. My strength is translating the business world into numbers, as well as, creating a story around it. I have created numerous business plans, financial plans, budgets, and 3-statement models. What you can expect: 🤝🏻Step 1 – Initial introductory call/chat This allows us to meet each other, and answer any open questions related to the project in order to define clear expectations. 📝Step 2 – Proposal That includes clear deliverables, a detailed timeline, and a total price ✅Step 3 - Getting the job done This includes regular updates on the progress made. As every business is unique, I believe custom financial models and business plans are the way to go. Therefore, I do not use any templates. My goal is to provide high-quality service and make sure that you are satisfied. The best proof of that is my reviews. Should you have any additional questions, feel free to reach out!
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    International Financial Reporting Standards
    Business Modeling
    Bookkeeping
    Article Writing
    Startup Consulting
    Microsoft Excel
    Financial Reporting
    Financial Analysis
    Valuation
    Financial Modeling
    Financial Planning
    Business Plan
  • $200 hourly

    • 4.9/5
    • (207 jobs)
    Financial Modeling, Valuations & Pitch Deck ✔ 10+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks & Financial Modeling ✔ Over 200+ Financial Models built from scratch, 300 + business plans and 350 + Pitch decks in my career ✔ Completed deal structures with multinational corporations and small family-owned businesses. ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ 5+ years of executive operational experience as Managing Director of an Insurance Underwriter ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ Graduate Studies completed in both South Africa and the USA with a focus in Financial Modeling ✔ Bachelor’s (honours) degree with a focus on Finance Analysis ✔ Strong understanding and interpretation of financial statements ✔ Native English speaker My clients have a LOT to say about me (65 Jobs all 5-star reviews): • "Devin has done a couple of projects for me now and is about to start on his 3rd. I have no desire to seek out anyone else because Devin is just that good. Highly recommended." • Devin took my frantic and urgent need and smashed it all in one evening first time. He's extremely knowledgeable about what he does and is extremely impressive. I will certainly be hiring him again and I look forward to it! • "Excellent freelancer, very professional, gives lots of good advice and always ready to help. Definitely recommended." Where I offer the most value: Private Equity PE, Venture Capital VC, Healthcare, Medtech, SaaS, Tech, Fintech Forecasting, Modeling, Valuation, Investor Search, Pitch Deck, Pitchbook, Teaser, Executive Summary, PPM, CIM, Capital Raising
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    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Investment Banking
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $100 hourly

    • 5.0/5
    • (64 jobs)
    Hi there!👋🏼 I help Digital Agencies and E-Commerce businesses build solid Digital Operations powered by ClickUp based on smart processes, streamlined using Make and Zapier, and spiced with a detailed knowledge base. I am in charge of making it a reality without costing you an arm and a leg: ⚡ Business Operations Assessment & Strategy - from current state analysis to operations architecture layout that is aimed to achieve your business goals - in-depth audit of operations breakdown, org structure, tool stack, and documentation. ⚡ Operations Buildout - craft streamlined processes and a robust operational ecosystem - process development and optimization, workflow diagrams creation, ClickUp set up, Make and Zapier integration development, process and system knowledge base establishment. ⚡ Business Foundation Design and Development - compose a robust foundation, ensuring a solid base for your business's strategic growth - help formalize and establish MVV, OKRs, and RACI. About me. 👔 With a rich decade-long career spanning multiple industries and various business structures, I've donned many hats — project, product manager, operations manager, business analyst, and COO - learning how businesses work and building them. 🌱 My journey into entrepreneurship began in 2019, focusing on helping businesses tailor management tools to their teams. On the wave of the digital shift prompted by COVID-19, I co-founded the EpicStory agency, which specialized in implementing PM tools and business automation. 🇺🇦 Despite challenges caused by the russian full-scale invasion of Ukraine, including the closure of the EpicStory agency, I remained resilient. In the summer of 2022, I launched the Rethink agency, where we go beyond the typical boundaries of tech expertise and managerial savvy. Our team is driven by a passion to orchestrate and streamline the very backbone of business operations. ➕ Ongoing support for our clients: Team onboarding and training System and Integration Maintenance & Support Knowledge Base Administration & Development With a proven track record of overcoming adversity and a commitment to delivering impactful change, I am eager to bring a wealth of knowledge and experience to accomplish your challenges and meet joint growth. 🏅 ClickUp Verified Consultant 🏅 Top 1% Expert-Vetted by Upwork 🏅 Top Rated Plus by Upwork Shoot me a message so I can give you real-world advice or do a brief free consultation🚀
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    Automated Workflow
    Marketing Operations & Workflow
    Make.com
    Zapier
    ClickUp
    Process Flow Diagram
    Operations Management Software
    Process Infographics
    Process Optimization
    Automation
    Project Workflows
    Business Process Modeling
    Communications
    Management Consulting
  • $25 hourly

    • 5.0/5
    • (9 jobs)
    Hello and welcome! I'm a Chartered Accountant from the Institute of Chartered Accountants of Pakistan (ICAP) and a Top Rated Plus freelancer on Upwork with a passion for helping businesses grow and succeed. My expertise lies in financial modeling, business plans, and pitch decks, where I leverage my skills and experience to help clients achieve their goals. With over five years of experience in the finance industry, I have a proven track record of delivering high-quality work that has helped my clients to raise more than $8M+ through VCs and Angel Investors. Whether you're a startup looking for guidance on financial strategy or an established business in need of a comprehensive business plan, I have the skills and expertise to help you achieve your goals. When you work with me, you can expect clear communication, timely delivery, and a commitment to excellence. I pride myself on providing exceptional service and going above and beyond to ensure that my clients are satisfied with the results. Thank you for considering my services, and I look forward to the opportunity to work with you and help you achieve your business objectives. I specialize in the following: -Bookkeeping -Business Plans & Pitch Decks -Financial Modelling -Financial Statement (IFRS) -Financial Forecast & Projections -Business Valuation using various techniques (i.e. DCF, NAV, Revenue Multiple, EBITDA Multiple, IRR) -Virtual CFO or Finance Manager
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    Microsoft Excel
    Google Sheets
    Financial Model
    Business Plan Writing
    Pitch Deck
    Business Plan
    Financial Report
    Financial Modeling
    Financial Planning
    Financial Projection
    Company Valuation
    Balance Sheet
    Management Accounting
    Accounting Principles & Practices
    Financial Analysis
  • $15 hourly

    • 4.5/5
    • (26 jobs)
    With over 9 years of project management experience in multi-cultural teams worldwide, I specialize in managing diverse projects across various industries. My expertise spans managing IoT projects, AI projects, security systems, healthcare, and e-commerce ventures. Areas of Expertise: ⚙️ Micro Services Development ⚙️ SDK and API Development ⚙️ Web Services Development ⚙️ Mobile Application Development
    vsuc_fltilesrefresh_TrophyIcon Business case
    Time Management
    Project Management
    Waterfall
    Systems Development Life Cycle
    Team Building
    Project Accounting
    Agile Project Management
    Budget Management
  • $25 hourly

    • 4.9/5
    • (16 jobs)
    I have more than 10 years of experience in Finance (banking related). I've done and achieved two degres, CPA and BBA and two masters: MBA and Master in Projects Evaluations. As a professional I'm currently working as a Head of Credit Risk Management in a national investment bank in Argentina. My areas of expertise covers: finnacial planing, financial decision making, forecasting, investments projects evaluations, credit risks analysis, balance sheet analysis, datailed analytical support, scorecards, dashborads, asset valuation, asset risk, credit and asset portfolio analysis. I can offer an extensively financial perspective in order to contribute clients to reach their goals. If you have any doubts do not hesitate on ask.
    vsuc_fltilesrefresh_TrophyIcon Business case
    Big Data
    Modeling
    SQL
    Python
    Credit Scoring
    Project Finance
    Balance Sheet
    Financial Reporting
    Financial Management
    Business Consulting
    Project Risk Management
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $35 hourly

    • 5.0/5
    • (12 jobs)
    I'm an experienced Project Manager with 11 years of expertise. I have a strong background in managing projects, including 7 years in mobile app, website, and platform development, and 4 years in banking software as a Business Analyst and Product Manager. I'm proficient at using project management tools like Jira, Trello, Asana, ClickUp, Airtable, GitLab, Confluence, Miro, draw.io, Lucid, EasyRetro, Loom, Ditto, Sketch, Invision, Figma, Photoshop, and Adobe XD. Additionally, I work with HTML, CSS, JavaScript, and SQL, and I have experience in WordPress, Elementor, and terminal/console operations. I prioritize effective communication, fluent in English, and respond to clients within 12 hours. I'm available for 20 hours per week and use communication tools like Hangout, Skype, Slack, Zoom, Google Meet, and Whereby. Check out my product application, tripexbud.com. I'm committed to delivering high-quality work and ensuring a smooth project experience. Let's collaborate and achieve your project goals together!
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    Scrum
    Decision Making
    Time Management
    Mobile UI Design
    Project Management
    Agile Project Management
    Business Analysis
    UX Research
    Adobe Photoshop
    Web Design
    InVision
    Sketch
    Wireframing
  • $89 hourly

    • 4.8/5
    • (451 jobs)
    Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well thought out business model were present.") I will build your customized Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish or once your payment method is verified by Upwork, whichever is sooner. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $89 /hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand the details of your business planning. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons Ocala, Florida (USA)
    vsuc_fltilesrefresh_TrophyIcon Business case
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
  • $40 hourly

    • 4.8/5
    • (682 jobs)
    🎯 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.
    vsuc_fltilesrefresh_TrophyIcon Business case
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $175 hourly

    • 5.0/5
    • (36 jobs)
    Retired C level executive and Big-4 partner with extensive public company CFO, finance, investor relations, accounting, M&A, tax, and risk management skill set. I'm available for interesting and challenging finance, accounting, and tax consulting projects such as financial due diligence, technical accounting consultation, equity plan design, tax consulting, finance or accounting transformations, debt restructuring and refinancing, regulatory or litigation related finance and accounting support, and IR support. I don't do tax compliance (tax returns) or bookkeeping, there are many other Upworker's than can better provide those services! Services provided though Ashbourne Consulting LLC
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    Accounting Principles & Practices
    Tax Strategy
    Corporate Governance
    Tax Planning & Advisory
    Treasury Management
    Stock Option Agreement
    Tax Law
    Corporate Tax
    Corporate Finance
    CPA
    GAAP
  • $25 hourly

    • 4.9/5
    • (498 jobs)
    MBA from IIM Bangalore ( top business school in India), CFA with 11 years of experience in management consulting and investment banking firms. Expertise in financial modeling, startup assistance, data analytics and pitch decks.
    vsuc_fltilesrefresh_TrophyIcon Business case
    Financial Writing
    Financial Reporting
    Financial Modeling
    Data Analysis
    Business Valuation
    Business Analysis
    Business Intelligence
  • $50 hourly

    • 4.6/5
    • (42 jobs)
    🚀 Top-Notch Software Developer with 8.5 Years of Expertise! 🚀 Are you looking to elevate your digital ventures to soaring heights? Look no further! With over 8.5 years of hands-on experience in the ever-evolving landscape of software development, I bring a dynamic set of skills that will propel your projects to the forefront of innovation. 💎 Ruby on Rails: Mastering the art of building robust and scalable web applications, I deliver elegant solutions that stand the test of time. 🐍 Python (Django, Flask, FastAPI): Harnessing the power of Python, I craft cutting-edge backends, APIs, and web apps that redefine performance and efficiency. 🌐 Node.js: Adept in Node.js, I create lightning-fast and real-time applications, catering to the demands of modern online experiences. 💻 PHP (Laravel): With a deep understanding of Laravel, I construct seamless and secure web applications, ensuring a seamless user journey. ⚛ React.js | Angular.js | Vue.js: Equipped with a versatile front-end skillset, I breathe life into your UI/UX designs, delivering captivating and interactive user interfaces. My passion for staying at the forefront of technological advancements drives me to consistently explore new horizons, enabling me to integrate the latest trends and best practices into every project I undertake. Collaborate with me, and you can expect unwavering dedication, utmost professionalism, and a commitment to delivering top-notch results on time, every time. Let's create something extraordinary together - contact me today and let's get started on turning your vision into reality! 🌟
    vsuc_fltilesrefresh_TrophyIcon Business case
    Project Plans
    Agile Project Management
    Scrum
    Node.js
    Requirement Management
    Python
    Budget Management
  • $80 hourly

    • 5.0/5
    • (19 jobs)
    - Top-Rated Fractional CFO / Financial Modeling / M&A Specialist - Helped 50+ startups develop financial models that led to $100m+ raise from top VCs - 7+ years of private equity and venture capital experience - Investment banking experience at Goldman Sachs | INSEAD MBA -------------------------------------------------------------------------------------------------------------------------- "Sadaf is an abosulte gem! He provided the work and the help needed and fit me in his busy schedule for a very tight deadline of mine. He knows what he's doing and goes above and beyond with the help." "Sadaf is a safe pair of hands and provided excellent leverage. In a short period he was able to learn about the organisation, grasp the key issues and start adding value. He has a mature and professional view of the M&A world and a structured approach to issues." "Everything went super smooth from start to finish with timely delivery. Syed was easy to work with especially concerning the US timezone difference." "Sadaf is a great and experienced financial advisor who quickly understood my questions and needs and proactively added all the other agenda items i did not know i needed answers to." "Great in-depth analysis. Good financial modelling skills and research capability. Stuck to the task perfectly." "Reliable, friendly, and most importantly - business savvy. Excellent engagement!" "Syed delivered a good work on the business plan and deck and its exactly what we looking for. Will continue to engage him for sure."
    vsuc_fltilesrefresh_TrophyIcon Business case
    Corporate Finance
    Business Modeling
    Mergers & Acquisitions
    Business Strategy
    Investment Research
    Private Equity
    Business Valuation
    Financial Accounting
    Asset Management
    Venture Capital Consulting
    Investment Banking
    Company Valuation
    Financial Modeling
  • $150 hourly

    • 4.9/5
    • (37 jobs)
    I spent four years as an investor at multi-billion dollar hedge funds before launching my own startup. Prior to investing, I was a management consultant for three years and earned a law degree from Columbia and a Master's in international finance from Tufts. I also hold a B.S. in Math from Yale.
    vsuc_fltilesrefresh_TrophyIcon Business case
    Visual Basic for Applications
    Financial Modeling
    Competitive Analysis
    Forecasting
    Business Plan
    Financial Analysis
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How to Hire Top Business Case Specialists

BUSINESS CASE SPECIALISTS

What is a business case? 

A business case is the justification behind a proposed project or business investment. While business cases are usually documented in writing, they can also be delivered as presentations or verbal agreements.

Here’s a quick overview of the skills you should look for in business case professionals:

  • Business case
  • Business writing
  • Financial presentation

Why do you want to hire business case specialists?

The trick to finding top business case specialists is to identify your needs. Is your goal to present a business case to your executive team for adding a new line of accessories to your clothing brand? Or do you need a written document capturing the business case behind an R&D project? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life.

HOW TO HIRE BUSINESS CASE SPECIALISTS

Whether it’s to convince management to invest in a new technology or to create a formal business case as part of a government grant application, business case specialists are here to help.

So how do you hire business case specialists? What follows are some tips for finding top business case specialists on Upwork.

How to shortlist business case professionals

As you’re browsing available business case consultants, it can be helpful to develop a shortlist of the professionals you may want to interview. You can screen profiles on criteria such as:

  • Industry fit. You want a business case specialist who understands your industry so they can craft a convincing argument for your business case.
  • Project experience. Screen candidate profiles for specific skills and experience (e.g., creating charts in Excel and importing them into PowerPoint).
  • Feedback. Check reviews from past clients for glowing testimonials or red flags that can tell you what it’s like to work with a particular business case specialist.

How to write an effective business case job post

With a clear picture of your ideal business case specialist in mind, it’s time to write that job post. Although you don’t need a full job description as you would when hiring an employee, aim to provide enough detail for a contractor to know if they’re the right fit for the project.

An effective business case job post should include:

  • Scope of work: From presentations to written business cases, list all the deliverables you’ll need.
  • Project length: Your job post should indicate whether this is a smaller or larger project.
  • Background: If you prefer experience with certain industries or presentation tools, mention this here.
  • Budget: Set a budget and note your preference for hourly rates vs. fixed-price contracts.

Ready to create convincing business cases? Log in and post your business case job on Upwork today.

FAQS FOR HIRING BUSINESS CASE SPECIALISTS

How much does it cost to hire a business case specialist?

Rates can vary due to many factors, including expertise and experience, location, and market conditions.

  • An experienced business case specialist may command higher fees but also work faster, have more-specialized areas of expertise, and deliver higher-quality work.
  • A contractor who is still in the process of building a client base may price their business case services more competitively.

Which one is right for you will depend on the specifics of your project.

How long should you contract a business case specialist to complete your project?

As difficult as it is to estimate how long it takes to prepare a business case, budgeting time is very important to keeping your project on track.

Be prepared to budget more time for more-demanding business case projects. For example, writing a business case to convince purchasing to buy a new printer for the office will typically take less time than preparing a business case presentation for launching a new line of products.

What are the steps involved to hire business case specialists?

Here’s how to hire business case consultants in four simple steps:

  1. Identify your project needs, whether it’s creating presentations or writing business cases.
  2. Define the scope of work and write a detailed job post. Be specific about deliverables (e.g., preparing a business case for adding a new feature to a software product).
  3. Review proposals and shortlist potential business case specialists for unique skills needed to bring your project to life (e.g., grant writing).
  4. Interview business case talent to gauge whether they’re the right fit for your project.
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