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Skills: finance ✕

52 Profiles

Communications
- Communications Guide
  - Messaging Bible
- Communications Strategy
- Content and Copy
  - Business Names & Slogans
  - Content Strategy
  - Content templates
  - eLearning content
  - Email Copy
  - Grant writing
  - Sales Copy
  - Sales proposal writing & templates
  - Scriptwriting
  - Speechwriting
  - Technical writing
  - Translation
  - UX Writing
- Podcasts
- Presentations
  - Presentation Training
- Thought Leadership
Finance
- Accounting
  - Accounting software
  - GAAP
  - Regulations & standards
- Bookkeeping
  - Bookkeeping
- Break Even Analysis
- Business expense reduction
- Business optimization
- Business Scenario Modeling
- Capital & financing
  - Class Action
  - Debt and equity financing
  - Employer funding including Tax Credits
  - Grants and subsidies
  - Innovation funding including tax credits
  - Investors
  - Lease Audit
  - Loans
  - Valuation
  - Venture capital
- Cash flow
- Demand Forecasting
- Estate Planning
- Financial Planning & Analysis
  - Break-even strategy
  - Business modelling
  - Demand forecasting
  - Revenue forecast
  - Valuations
- Financial Projections
- Financial technology
  - Quickbooks
  - Xero
- Grants
  - CanExport
  - Government Grants
  - NRC-IRAP
  - Ontario Centers of Innovation
- Insurance
  - Corporate insurance
  - Life insurance
  - Personal insurance
- Payroll
  - Deductions
  - Payroll software
- Risk
- Sales Forecast
- Taxes
  - E-business Tax Credit
  - Multimedia Tax Credit
  - OIDMTC Tax Credit
  - Property Tax
  - Sales Tax Recovery
  - Tax Credits
  - Tax planning
  - Tax preparation
Human Resources
- Compensation & benefits
  - Contracts, hiring and firing
  - Employee benefits
  - Group benefits
  - Hire and retain employees
  - Key person insurance
- Compliance and employee standards
- Culture
  - Diversity
  - Diversity, Equity, Inclusion, and Belonging (DEIB)
  - Engagement
  - Equity
  - Inclusion
  - Mission and purpose
  - Office culture and work-from-home
- Employee Relations
  - coaching
  - Consulting
  - etc
  - Investigations/Mediation
  - mentoring
- Learning & Development (L&D)
  - Benchmarking (NPS, MTM)
  - eLearning Design
  - eLearning Development
  - In-person and virtual Workshop facilitation
  - In-person Workshop Design and Delivery
  - Instructional video development
  - Job Aids
  - Kirkpatrick's 4 Levels of Evaluation
  - Knowledge Checks
  - Learning Path development
  - Learning Program / Curriculum Design
  - Voice over
  - Webinar Design and Delivery
- Occupational health and safety
- Organizational structure
  - Functions, accountabilities, positions
  - Job Descriptions
  - Organizational design
- Payroll services
  - Deductions
  - Global payroll
- Performance management
  - Competency Framework
  - Needs Assessment
  - Performance gap analysis
- Policies
- Strategic HR Planning
  - Organizational Design
  - Policies and Processes
- Talent acquisition & recruitment
  - Background screening
  - Hiring strategy
  - IT Recruitment
  - Onboarding
  - Recruitment strategy
  - Retention strategy
  - Sales hiring strategy
- Tools
  - ATS software
  - HRIS software
- Training and Development
  - Career Development
  - Management 101
Leadership
- Business coaching
  - Avoiding burnout
  - Co-Founder Dynamics
  - Decision-making
  - Feedback
  - Leader effectiveness
  - Sales Coaching
  - Team & Group Coaching
  - Team Performance
  - Time management
- Business planning
- Change Management
  - Building organizational capacity
  - Change Management Strategy
  - Creating a resilient organization
  - Enterprise change management
  - Project-based Change Management
- Coaching
  - Career Coaching
  - Leadership Coaching
  - Life Coaching
  - Presentation Coaching
- Growth strategies
  - Creating a business plan
  - Figuring out your business problem
- People management
  - Building a cross-functional team
  - Building a high-performing team
  - Corporate Social Responsibility Implementation
  - Giving feedback
  - Helping teams work remotely
  - Inspiring performance
  - Promoting horizontal, collaborative opportunities
Marketing
- Advertising
- Affiliate marketing
- Audience Centric Solutions
- Audience Design and Segmentation
- Branding
  - Brand Identity
  - Brand management
  - Brand Storytelling
  - Brand Strategy
  - Copywriting
- Budget & Planning
  - Campaign planning
  - Marketing budget
- Consumer Insights
- Creative Direction
- Digital advertising
- Digital marketing strategy
- Email marketing
  - Platforms and software
- Influencer marketing
- Market research
  - Competitive Audit
  - Custom / Analyst research
  - Focus groups
  - Market Scans & Competitive Audits
  - Media evaluation
  - Media research
  - Primary and Secondary Research
  - Target Personas
  - Target Segmentation
- Marketing Decision Sciences
- Media & Public Relations
  - Press Releases
- Media buying
- Micro Segmentation Models/Analytics
- Multicultural Insights and Targeting
- Opportunity Identification
- Paid digital marketing
  - Google adwords
  - Paid search / Search Engine Marketing (SEM)
  - Programmatic Display
  - Sponsored content
- Post Product Launch Analysis
- Pricing Strategy
- Product Forecasting
- Product Portfolio Analysis
- Product Scorecard development
- Search Engine Optimization (SEO)
  - SEO keyword research
- Social media marketing
  - Organic content (own feed)
  - Promoted content
- Target Market and Competitive Audits
- Traditional marketing
  - Direct mail
  - Radio
  - TV/Broadcast
- Web/campaign analytics
  - Conversion rate optimization (CRO)
  - Google analytics
  - Google tag manager (GTM)
Operations
- Carbon Management
  - Climate Change Problems
  - ESG - Designing the Framework
  - Renewable Energy
  - Traditional Energy
  - Transforming to Carbon-Neutral, Carbon-Negative
- Customer support
  - Customer success/training
  - Integrations
  - Planning and setup
  - Refactoring and Migrations
  - Support systems and sortware
- Event management
- Inventory planning and optimization
- Operational efficiency
- Operational strategy & planning
- Operational strategy & planning
- Performance monitoring and KPIs
- Policies and guidelines
- Policies and guidelines
- Process automation
  - Automation strategy
  - Make
  - n8N
  - Zapier
- Process design
- Process mapping
- Project management
  - Agile & Scrum
  - Program management
  - Project strategy
  - Waterfall project management
- RFx Management
  - Develop RFx
  - Evaluate RFx bids/responses
  - Respond to RFx
- Social Determinants of Health
- Supplier Quality Management
- Supply chain management
  - Logistics
  - Procurement & Vendor management
  - Supplier relations
Product & Design
- Business analysis
- Creative
  - Creative-concepts
  - Design systems
- Information architecture (IA)
- Product management
  - "Moonshot" Problem solving
  - Go-to-market strategy
  - Product design and vision
  - Requirements specifications
  - Roadmapping
- User Experience (UX)
  - Focus groups
  - Usability testing
  - User interviews
  - User research
- User Journey building
- User-centered design
Sales & eCommerce
- B2B Sales
- B2C Sales
- Customer relationship management
  - CRM systems
- E-Commerce
  - Procurement-Cost-Reduction
  - Product descriptions
  - Product Research
  - Store Management
- Lead generation
- Sales optimization
  - Marketing assessment
  - Sales Process Refinement
  - Sales Training
- Sales strategy
  - Selling domestically
  - Selling internationally
Strategy
- Analytics & Data Science
  - Custom KPIs and Indicators
  - Dashboards
  - Data science
  - Statistical analysis
  - Visualizations
- Brand
  - Value Foundations
- Brand Messaging
- Brand Storytelling
- Brand Strategy
  - Investment Promotion
    Investment Promotion Strategy & Target Acquisition
- Business analysis
- Business transformation
  - Process engineering
  - Sector Development Strategy & Roadmap
  - Transformation Strategy & Roadmap
  - Workflow planning and mapping
- Composite Measures / Score Design
- Corporate Strategy
  - Global Expansion
  - PMO Assessment & Recommendations
  - Sourcing Strategy & Roadmap
- Go to Market Strategy
- Governance
  - Board membership
  - Board recruitment
  - Board/committee leadership
  - Creating/structuring board committees
  - Creating/structuring boards
  - Reporting to a board
- Innovation
  - Ecosystem Mapping
  - New technologies and web3
  - Pursuing new market opportunities
- Marketing & Sales Funnel Analysis
- Mergers and acquisitions (M&A)
- Operating a business
  - Operating model design and implementation
- Operational strategy and planning
  - Global Operations
  - Red Teaming or Alternative Analysis
- Social and environmental impact
- Stakeholder Management
- Startups
- Strategic Planning
Technology & Data
- Artificial intelligence (AI)
- Audit & evaluations
- Data Curation, Sourcing / Licensing
- Data Visualization Creation
- Geo-Spatial Data Platforms
- Hosting and cloud services
  - Cloud Services Application
  - Hybrid Cloud Solution
  - Private Cloud Solution
  - Public Cloud Solution
- IT Infrastructure
  - Application Management
  - Database Management
  - Monitoring Alerts and Notification
  - Network Management
  - Security Management
  - Server Management
  - Server Provisioning
  - Storage Management
- IT roadmap & planning
- Machine learning (ML)
- Managed services
  - Auditing and compliance
  - Cloud computing setup and management
  - Cybersecurity, or Security-as-a-Service
  - Data analysis and reporting
  - Data backup and disaster recovery
  - Digitalization and Data Integration
  - IT support services
  - Managed communications
  - Networking infrastructure setup and management
- Mobile app development
- Mobile web development
- Monetizable Data Products Design
- No-code platforms
- Security
  - Cloud Application Security
  - Data Security
  - Email Security
  - Encryption
  - Mobile Security
  - Network Security
  - Server Protection
- Software
  - Custom Software Development
  - Enterprise systems (ERP)
  - Hubspot
  - Hubspot (Marketing/Sales)
  - MVP Building
  - Prototyping
  - Software architecture
  - Zoho
  - Zoho Flow
- Web development