• Skills: financial planning and analysis ✕

Expertise

  • Business Strategy
    • Analytics & Data Science
      • Custom KPIs and Indicators
      • Dashboards
      • Data science
      • Statistical analysis
      • Visualizations
    • Brand
    • 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
    • Operational strategy and planning
      • Global Operations
      • Red Teaming or Alternative Analysis
    • Stakeholder Management
    • Startups
    • Strategic Planning
  • 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
      • 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
      • 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
      • Value Foundations
    • 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
    • Marketing Decision Sciences
    • Media & Public Relations
      • Press Releases
    • Media buying
    • Micro Segmentation Models/Analytics
    • Multicultural Insights and Targeting
    • Opportunity Identification
    • Paid digital marketing
    • 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
    • Customer support
      • Customer success/training
      • Integrations
      • Planning and setup
      • Refactoring and Migrations
      • Support systems and sortware
    • 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
      • Zapier
      • Zoho Flow
    • 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
      • Product descriptions
      • Product Research
      • Store Management
    • Lead generation
    • Sales optimization
      • Marketing assessment
      • Sales Process Refinement
      • Sales Training
    • Sales strategy
      • Selling domestically
      • Selling internationally
  • 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
      • IT support services
      • Managed communications
      • Networking infrastructure setup and management
    • Mobile app development
    • Mobile web development
    • Monetizable Data Products Design
    • Security
      • Cloud Application Security
      • Data Security
      • Email Security
      • Encryption
      • Mobile Security
      • Network Security
      • Server Protection
    • Software
      • Custom Software Development
      • Enterprise systems (ERP)
      • Hubspot
      • MVP Building
      • Prototyping
      • Software architecture
    • Use no-code platforms
    • Web development
    • Zoho

Location

  • California, USA
  • Colorado, USA
  • Connecticut, USA
  • Florida, USA
  • Georgia, USA
  • India
  • Israel
  • Michigan, USA
  • New York, USA
  • Ohio, USA
  • Ontario, Canada
  • Quebec, Canada
  • United Kingdom
  • Virginia, USA
  • Washington, USA
Show 10 more

Languages

  • English
  • Gujarati
  • Hindi
  • Russian

Industry

  • Aerospace & Defense
  • Agriculture
  • Arts & Entertainment
  • Auto & Transportation
  • Cannabis
  • Construction
  • Consumer Products
  • E-Commerce
  • Education
  • Energy & Utilities
  • Fashion & Garment
  • Finance & Insurance
  • Food & Beverage
  • Government & Non-Profit
  • Healthcare & Wellness
  • Hospitality & Tourism
  • Legal Service
  • Luxury Goods
  • Manufacturing
  • Media & Entertainment
  • Mining & Environment
  • News & Information
  • Pharmaceutical
  • Professional, Scientific & Technical Services
  • Real Estate
  • Retail & Wholesale
  • Software & Technology
  • Telecommunications
Show 23 more

Role

  • Consultant
  • Partner
  • Associate
Alan Siege

Alan S.

Founder and Small Business Consultant

Helping small businesses become visible by telling their Business Story better, and more profitable by refining their Business Model.
5.0
Ashish Agrawal2

Ashish A.

Strategy and Operations Specialist

Business Transformation Specialist helping clients small, medium and large in their transformation and growth journey
5.0
Avni Desai

Avni D.

Chartered Professional Accountant (CPA, CA)

Helping small businesses achieve top performance through tailored financial and tax planning services
5.0
badar h.

Badar H.

Business and Finance Transformation Specialist Management Consultant & Fractional CFO

Understand, Transform and Grow | I can help Analyze the Data for Informed Decision-Making
5.0
Bill M

Bill M.

Program Strategy and Business Capture Expert

Improving Success of Government Programs and their Support Contractors
5.0
gregory grant

Gregory G.

Entrepreneurship Educator, Strategist, and Practitioner

Helping businesses start, grow, and succeed
5.0
igor lipkanou

Igor L.

Strategic Growth Expert and Implementation Champion

Say Goodbye to Profit-Killing Mistakes and Double Your Profit in 12 Months or Less with Winning Strategies and Precise Execution from a Top Consultant!
5.0
Iliana Rocha

Iliana R.

Professional Coach and Management Consultant

I passionately empower servant leaders to build workplaces that flow while they grow.
5.0
Jason Phillips

Jason P.

Co-Founder & Chief Insight Scientist

Turning your data into actionable insight
5.0
Jeffrey Fidelman1

Jeffrey F.

Management Consultant & Fractional CFO

Strategy for New and Growing Businesses | Helping businesses with fundraising, growth, go to market and operational strategy.
5.0
Lawrence Tepperman

Lawrence T.

Proven, Growth CEO

Proven, growth CEO, at transforming businesses for maximum growth realization.
Liz Harrison Update

Liz H.

Financial Consultant

Management accountant turning data into knowledge.
cropped maranda bell.png

Maranda B.

Fintech Consultant

Helping businesses navigate the complex world of Fintech and Payments!
5.0
cropped csuite marcus.png

Marcus Stallings

Managing Director, Mergers & Acquisitions, C-Suite IMPACT Deal Makers

We create value for our clients - period.
Mark Wesson

Mark W.

Innovator and Business Advisor

I help clients identify their challenges, deeply understand their roots and impact(s), and work together with them to formulate evidence-based, practical recommendations.
5.0
paul gv

Paul G.

Expert Strategist

Helping businesses all around the world reach their full potential
4.5
cropped csuite pete.png

Pete Caltabiano

CEO, C-Suite Impact and Founder, C-Suite Impact CFOs

Accelerating SME Success by Enhancing Your C-Suite
raymond cyrus

Raymond C.

Trusted Global Business Advisor, Coach, Mentor & Trainer

World champions, Fortune 500 CEOs, and more have trusted advisors, mentors, or coaches to guide them through the daily discipline of their achievements
5.0
richard schrotenboer

Richard S.

Finance, Operations, and Strategy Consultant

Helping small and medium sized businesses maximize revenue and profitability.
4.8
Tim Riley

Tim R.

Senior Business Consultant

Award-Winning Senior Business Consultant
5.0
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