Unitea is a tech startup, launching the only engage-to-earn social media platform that fosters authentic connections between artists, fans, and brands. As financial controller, I am actively engaged in preparing proformas and financial statements, preparing and executing contracts, developing cap tables, and managing payroll. I seek opportunities and take ownership in developing and establishing procedures to increment revenue and reduce cash outflow.Things I'm most proud of:➥ Implemented payroll and benefits administration for the entire organization across multiple states.➥ Spearheaded financial reporting and financial analysis, ensuring the chart of accounts is up-to-date to support strategic decisions.➥ Ensured compliance with federal requirements and regulations across multiple states.➥ Implemented disciplines to review accounts payable and receivable, increasing cash inflow and maintaining current accounts with vendors and contractors➥ Prepared pro forma, financial statements, and forecasts for presentation to prospective investors➥ Work side by side with the CEO and CFO on the business plan and implementing the procedures necessary to accomplish company goals.

Description: I was hired to act as a thought partner to the leadership team, helping to evaluate product potential and identify opportunities for growth. Performing in-depth product and market research, I generated insights used in strategic decision-making. Things I am most proud of:➥ Providing key product insights that enabled the company to save $500K.➥ Earning a reputation as a trusted partner, advising on product and business opportunities.➥ Expanding brand portfolios, allowing the company to diversify revenue streams.➥ Championing agile methods that matured the project management practice, enabling 70% of open projects to be closed on time and on budget.

Description: This role began with general office administration, as I was trained to assist with tax preparation and financial planning. I was quickly promoted to lead a team of tax preparers and stepped into the financial controller for the company and various clients across different industries. Things I am most proud of:➥ Prepare 500+ tax returns for various entity types, including Corporations, S-Corporations,Partnerships and Individuals➥ Developed company decks to communicate with diverse audiences, +50 in audience size, bringing in new revenue streams resulting in a 30% increase in annual growth.➥ Meet with more than 200 external partners to discuss tax planning, contingency, compliance, and financial statements. ➥ Create procedures using CRM to avoid loss of communication by 95% and increase billingprocedures by 80%.➥ Lead the firm operations team's daily workflow, resulting in a 75% efficiency gain.➥ Team leader of 5 Financial Controller serving +150 clients to provide tax consulting, financial analysis, and year-to-end accounting, resulting in an 85% increase in clients achieving their end-year goals.➥ Raising the client retention rate with 85% of customers returning for additional tax seasons.➥ Advising 50+ entrepreneurs, helping them launch their business from the ground up.➥ Spearhead a team on tax planning and contingency with +400 external partners.

This was my own passion project. I had an idea for a social media mobile platform that offered real-time content and engagement using geolocation. I defined the product roadmap and user journeys. From that point, I hired 3 developers to build, test, and refine the application while managing the full project. Things I am most proud of:➥ Beating major competitors like Google and Snapchat to market with similar products.➥ Realizing the dream of bringing an innovative mobile app to life.➥ Securing funding from multiple investors, managing those relationships.➥ Grew from 0 to 250 new users in the first year with limited marketing resources.

I was hired during the startup phase to manage online marketing and advertising campaigns aimed at attracting customers interested in learning English as a second language. Leveraging product data and marketing analytics, I helped identify opportunities to improve the product and grow the business.Things I am most proud of:➥ Proving product viability with the acquisition of the company’s first 300 students.➥ Creating a startup marketing strategy to launch the brand and build awareness.➥ Establishing and grew a social media presence on Facebook and Twitter (X).