• Strategic Financial Planning & Analysis (FP&A): Developed and executed comprehensive financial strategies for clients, including variance analysis, budget/forecast modeling, and treasury operations management.• Month-end Close Management: Assisted clients in streamlining their month-end close processes by preparing journal entries, balance sheet reconciliations, and financial statements (Balance Sheet, P&L, Cash Flow).• Human Resources & Payroll Management: Advised on payroll processing, employee onboarding, terminations, and compliance, including the implementation of new payroll systems.

• Directed financial planning and analysis (FP&A), conducting variance analysis and budget/forecast modeling.• Managed treasury operations, including cash flow management.• Led month-end close processes, preparing journal entries and balance sheet reconciliations.• Reviewed expenses by category, department, project, and period; analyzed A/R and A/P, monthly accruals, and prepared financial statements (Balance Sheet, P&L, Cash Flow).• Conducted cost of goods sold analysis and reviewed/approved customer and vendor contracts.• Processed payroll for 25 employees and managed HR functions including onboarding, terminations, and compliance.• Implemented a new payroll system and managed a team of two.

• Oversaw FP&A, conducting variance analysis and budget/forecast modeling.• Managed treasury operations and led month-end close processes.• Prepared journal entries, balance sheet reconciliations, and consolidated financial statements for non-profit and for-profit entities.• Led the annual financial statement audit and reviewed/renewed annual insurance policies.• Managed state, federal, local, and corporate grant submissions.• Processed payroll for 30 employees, managed HR functions, and implemented a new payroll system.• Spearheaded the acquisition of a for-profit software platform company and presented to the Board of Directors.• Managed a team of three.

• Provided weekly KPI and financial metrics reports to management and a VC-backed Board of Directors.• Led FP&A, conducting variance analysis, budget/forecast modeling, and managing treasury operations.• Monitored key financial metrics including churn, ARR, MRR, CAC, and LTV.• Prepared journal entries, balance sheet reconciliations, and financial statements.• Managed monthly consolidations for international subsidiaries (Germany, Australia, Canada, Singapore).• Ensured bank covenant compliance reporting and led annual financial statement audits.• Reviewed customer and vendor contracts, including revenue recognition.• Provided weekly KPI and financial metrics reporting to management and a VC-backed Board of Directors.• Processed payroll for 100+ employees across four countries, managed HR functions, and retirement accounts.• Conducted due diligence for the purchase of a German company and the sale of two business units.• Managed a team of seven internationally.

• Managed multiple client engagements simultaneously.• Utilized analytical procedures and performed risk assessments.• Mentored and developed associate staff.