• Provided strategic financial leadership by analyzing data, developing financial forecasts, and creating proactive insightsto guide the organization's financial decisions.• Oversaw the month-end close process, reducing it from 3 weeks to just 5 days, including the consolidation of all trading entities, optimizing efficiency and accuracy.• Managed the creation and legal setup of additional entities in countries such as Japan, Mexico, Canada, Singapore, and Hong Kong, ensuring legal compliance and establishing local banking relationships.• Managed the finance team's growth from 3 members to 8 by recruiting, training, and overseeing team members, ensuring their development and success.• Ensured compliance with internal controls, financial policies, and procedures, maintaining adherence to best practices and legal requirements.• Successfully combined controllership and FP&A functions, overseeing treasury, payroll, AR/AP, sales tax/VAT, internal controls, and financial reporting responsibilities.• Conducted monthly reviews of sales performance versus forecast, prepared monthly management decks for C-suite review, and provided actionable insights.

• Managed month-end close processes, ensuring timely and accurate financial reporting within a tight month-end calendar.• Led financial reporting, adhering to business management policies, GAAP, and internal controls.• Oversaw daily accounting duties, including AR, AP, Payroll, 1099 reporting, and Cash Flow, optimizing efficiency.• Ensured compliance with GAAP standards and maintained internal controls for accurate financial reporting.• Directed team members, monitored deadlines, and provided hands-on support, fostering professional growth within the team.

• Provided personalized financial services to high-net-worth clients, catering to both personal and business financial needs.• Prepared and delivered weekly updates and reports, facilitating effective communication with clients and ensuring transparency in financial matters.• Managed accounts payable processes for personal and business entities, meticulously aligning with client billing cycles and optimizing payment efficiency.• Played a key role in preparing quarterly financial statements, enabling clients to make informed financial decisions.• Overlooked payroll, royalties, and commissions processing for touring clients and trusted advisors, ensuring accurate and timely disbursements.

● Supervise small teams and manage projects in a high-volume environment● Perform the tax preparation for the in-house CPA● Prepare and post assigned journal entries and assist with monthly closing of theCompany’s books● Prepare sales analysis against prior month/year, budget, and forecast● Process payroll for different companies and year end reporting (W2s, W3s, 1099s, andother required forms for IRS and State)● Prepare financial statements, reports, and record by collecting, analyzing, andsummarizing account information

● Reviewed inventory, perform monthly inventory counts (verification of inventorylocation, UPC number, quantity, and status) and inventory reconciliations● Performed full cycle of AP and AR (vendors/customers set-up and updates, Form W-9request and maintenance, verification of invoices, invoices entries, payment of invoices& reconciliations)