• Skills:

    financial planning and analysis ✕

Expertise

  • 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
    • 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

Location

  • British Columbia, Canada
  • California, USA
  • Colorado, USA
  • Connecticut, USA
  • Denmark
  • Florida, USA
  • Georgia, USA
  • India
  • Israel
  • New York, USA
  • Ontario, Canada
  • Quebec, Canada
  • Sweden
  • United Kingdom
  • Virginia, USA
Show 10 more

Languages

  • English
  • French
  • Gujarati
  • Hindi
  • Russian
  • Spanish
  • Ukrainian
Show 2 more

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
  • Private Equity and Venture Capital
  • Professional, Scientific & Technical Services
  • Real Estate
  • Retail & Wholesale
  • Software & Technology
  • Telecommunications
Show 24 more

Role

  • Consultant
  • Partner
  • Associate
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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
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Amelie T.

Fractional COO & Business Consultant

Aligning your team to your vision for greater impact
5.0
Anjan Sandhu

Anjan S.

Strategy Consultant

Helping your business achieve its strategic and financial goals
5.0
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Ashish A.

Strategy and Operations Specialist

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

Chartered Professional Accountant (CPA, CA)

Helping small businesses achieve top performance through tailored financial and tax planning services
5.0
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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
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Bill M.

Program Strategy and Business Capture Expert

Improving Success of Government Programs and their Support Contractors
5.0
Chris Rotolo

Chris R.

Growth & Innovation Consultant

Leading Transformation with Data Insights and Social Impact
5.0
Dimitri Pokhyla on Cansulta

Dimitri P.

Finance consultant and fractional CFO

Financial models, cash and reporting. In finance since 1999.
5.0
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Gregory G.

Entrepreneurship Educator, Strategist, and Practitioner

Helping businesses start, grow, and succeed
5.0
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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
A woman with bright, multicolored hair and blue eyes wears a light blazer and necklace, looking confidently at the camera against a white background, embodying expertise and business strategy.

Iliana R.

Professional Coach and Management Consultant

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

Co-Founder & Chief Insight Scientist

Turning your data into actionable insight
5.0
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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
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Jimit S.

Fractional CFO, Finance & Operations Transformation, and PMO

Driving business transformations by optimizing processes, using advanced analytics, and converting business requirements into actionable insights.
5.0
A man in a suit and striped yellow tie smiles at the camera, exuding the confidence of a growth CEO consultant. He has short brown hair and blue eyes. The background is plain white. The image appears to be a digital painting or illustration.

Lawrence T.

Proven, Growth CEO

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

Financial Consultant

Management accountant turning data into knowledge.
Maranda Bell

Maranda B.

Fintech Consultant

Helping businesses navigate the complex world of Fintech and Payments!
5.0
Smiling man in a suit and colorful tie, illustrated in a digital painting style, with a blue profile and check mark icon in the corner, representing Marcus Stallings of the C-Suite IMPACT Deal Makers.

Marcus Stallings

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

We create value for our clients - period.
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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