Finsightic specializes in optimizing accounting and finance for startups across various industries like SaaS, E-commerce, Fin-tech, Health-tech, and more. Leveraging cutting-edge software and processes, we offer comprehensive solutions including bookkeeping, accounting, tech stack implementation, payroll support, insightful reports, FP&A, and advisory support. Whether it's catching up, improvements, or a new setup, Finsightic empowers startups to focus on their core missions through streamlined financial processes.

Responsibilities As the Controller & FP&A:• Lead accounting operations, incl. GL, AP, AR, Payroll, RevRec, and Collections.• Supervise and mentor finance teams, providing guidance in day-to-day operations.• Prepare accurate financial statements monthly, quarterly, and annually.• Collaborate with dept. heads to align financial objectives with operational goals.• Analyze reports, ensure compliance with accounting standards.• Conduct financial analysis, interpret data for decision-making.• Provide insights to senior management, contribute to financial strategies.• Develop financial models for initiatives, investments, and scenarios.• Monitor KPIs, provide insights for improvement.• Identify and manage financial risks, build relationships with external parties.• Manage audits, valuations, equity programs, and compliance.• Evaluate investment proposals, enhance systems, and controls.• Support investor relations, participate in meetings and reporting.• Monitor costs, optimize cash flow and liquidity.• Oversee treasury, debt financing, and capital structure.• Provide due diligence for strategic initiatives.• Assess insurance needs, implement risk management strategies.• Use data analytics for insights, collaborate with partners.• Implement financial system controls, perform audits and monitoring.• Continuously improve processes, systems, and reporting.

Responsibilities as the Controller:• Provide comprehensive controller support to multiple companies in diverse industries, ensuring accuracy, compliance, and timely reporting of financial information.• Conduct a thorough review and diagnostic analysis of books and records during client onboarding, identifying and resolving any potential errors or irregularities.• Perform catch-up tasks, chart of accounts structure, account reconciliations, and ensure accurate financial reporting.• Oversee and optimize monthly/quarterly/annual closing, and establish best practices for efficient procedures while ensuring compliance.• Prepare and deliver financial packages to aid decision-making, lead financial planning and analysis activities, and develop KPIs and dashboards.• Continuously assess and improve systems and processes to optimize the efficiency and effectiveness of the accounting function.• Maintain service level agreements and establish strong relationships with clients, partners, and stakeholders.Responsibilities as the SaaS Division Lead:• Establish and lead a fully remote SaaS division to enhance operational efficiency and ensure seamless service delivery to clients.• Develop and implement a robust hiring process, conduct assessments of client needs, and match them with the best-fit team.• Initiate, monitor, and refine the client onboarding process, ensuring exceptional client experiences.• Facilitate regular 1:1 meetings with team members, and provide ongoing training, coaching, and support.• Contribute to the formulation of strategic decisions that impact the success of the division and the company.• Proactively manage client and team relations, anticipate and mitigate potential issues, and promote innovation and creativity within the team.• Spearheaded initiatives to increase revenue, improve processes, and enhance operational efficiency.

PlasmaNet, Inc. (New York, NY) – Marketing/Gaming/eCommerce/Saas Company - (Owner of FreeLotto.com).Responsibilities:● Managed full-cycle accounting functions, ensuring GAAP compliance with G/L, A/P, A/R, J/E, Payroll, Bank Reconciliation, Month/Year-end closing, and Financial Statements.● Maintained a weekly rolling 14-weeks cash flow forecast for optimum cash flow management.● Managed semi-monthly payroll with Paychex for timely and accurate payment of employees.● Managed all bank accounts, including deposits, transfers, and reconciliation, for accurate recording and tracking of transactions.● Managed internal office purchasing and monitored and replenished supply inventory.● Developed and distributed financial reports, including Ad-Hoc reports, and monitored KPIs to improve financial performance.● Modeled and managed multi-year Budgets and Forecasts for strategic planning.● Performed valuation analysis for impairment testing to ensure accurate asset valuation.● Managed dividend payments, stock records, and paperwork for accurate and timely distribution of dividends.● Managed employee benefits and liaised with the insurance broker for accurate and timely administration of benefits● Maintained all facets of insurance for proper risk management (ie: Liability, D&O, Property, Auto, Workers’ Comp, and Disability). ● Managed internal control, regulatory, and compliance with local, state, and federal agencies for legal compliance.● Updated and maintained employee handbook and policies, attendance, vacation, and other time off records for HR compliance.● Handled Annual Audit and worked with an external CPA firm for the annual audit and tax return.● Provided support with multiple M&A for accurate implementation, recording and reporting of financial transactions.● Implemented virtual Accounting and Finance platform to enhance efficiency and reduce costs.● Implemented cost-saving initiatives resulting in a six-figure annual SG&A cost reduction.

FMS Accounting & Tax Services provides accounting and tax services to both individuals and businesses. Responsibilities: • Manage a wide range of accounting and tax-related tasks, including bookkeeping, sales taxes, payrolls, corporate and individual tax returns, tax planning, and bank reconciliations.• Prepare, review and e-file federal, state and local tax returns for a corporation, partnerships, and individuals, including Forms 1120, 1120S, 1120H, 1065, 1040(ez), 990, etc. to ensure compliance with all tax regulations.• Prepare and file quarterly NYS sales tax (ST-100) via online system to ensure accurate reporting and payment of sales taxes.• Prepare and file quarterly Payroll taxes (941) and NYSUI contributions (NYS-45) to ensure accurate payment of payroll taxes.• Process 1099s and W2s to ensure accurate recording and reporting of all payments made to vendors and employees.• Set up/open new Corporations, LLC, Partnership, and sole proprietorships to ensure proper legal and tax structures are in place.• Provide supervision and on-the-job training to new staff, delegate work appropriately, and manage many administrative responsibilities to ensure efficient operations.