Established in 2020, Blupoint Advisory was founded as a means of helping both public and privately-held organizations adapt to the unique challenges of the Covid pandemic while continuing to achieve their strategic financial and operational objectives. With decades of collective Big-4 experience, Blupoint has since transformed into a premium advisory and staffing solutions firm, providing clients with a flexible and affordable alternative to the traditional consulting model. Blupoint specializes in the following services:- Mergers & acquisitions support- Business process review- Financial accounting & reporting- Technical accounting- Internal audit & risk management- Staff augmentation- Systems and technology assessments- Special Projects

Significant experience with carve-out related activities- Participated in divestiture activities for entities valued at more than $4 billion, preparing carve-outbalances with significant experience developing allocation methodologies, conducting data cleansing, and preparing calculation requests including working capital, EBITDA, etc.- Prepared financial statements and MD&A for audited external filings, managing external auditor PBCsSignificant experience with operational stand-up of spin-off entities- Experienced in month-end close activities and financial reporting (entry preparation and review,reconciliation preparation, flux analyses, opening balance sheet and external reporting preparation)- Established accounting methodologies/ desktop procedures for new transactions, ensuring alignment with current guidance- Experienced in balance conversion for new entities and deployment of new ERP systems- Established accounting policies and procedures documentation for new entities- Partnered with accounting and finance teams to ensure cross-team communication for all activities aboveExperience with Process Efficiency and Systems- Led multiple current-state assessment engagements to optimize efficiencies within Controllership functions- Managed planning, design and implementation for major technology client’s revenue recognition system- Experience with revenue model validationExcellent communicator, adept at project management and performing under demanding timelinesSkilled at training client's FT staff, ensuring knowledge continuity upon project completionExperienced in utilizing MS Office, SAP, BlackLine, Workday, W-desk and B4P in delivering on the above, however able to swiftly adapt to new systems and processes on demand

• Carve-outs/Transactions: Assist tech clients in creating audited carve-out financial statements for subsidiaries, problem solving issues and working with the auditors so that financials are signed on time. Assist tech clients in systematically carving out subsidiaries sold such that balances are effectively and efficiently transferred according to transaction agreements. • New Company Readiness: Assist newly carved tech companies in setting up accounting policies and procedures. • Revenue Recognition System Implementation: Assisted tech client in collecting current state versus future state desired processes in order to develop gap analysis for implementation of new ASC 606 compliant revenue recognition tool. • Model Validation: Assisted hospitality client with revenue model validation and financial statement/management reporting package preparation so that management could make informed and efficient decisions based on data.

• Specialized in litigation cases related to accounting issues with cases culminating in expert report court filing• Conducted and managed case research that required reviewing thousands of documents and identified and summarized data to bolster the expert’s report argument • Drafted sections of the expert’s report, focusing on details that weakened or strengthened the argument while ensuring a professional product is delivered

• Assigned Projects: Financial Reporting Model, Fiduciary Activities, Certain Debt Extinguishments, Notes Disclosure Reexamination, Social Impact Bonds, Conduit Debt• Prepared due process documents for projects being deliberated, incorporating board member and constituent feedback whilst learning procedures of the standard setting process• Conducted research by reviewing 495 comprehensive annual financial statements regarding disclosures for Notes Disclosure Reexamination project and by reviewing current standard setter guidance and regulatory body research for Conduit Debt project

• Competed nationwide to earn $28,000 fellowship for a solo year of travel, independently identifying and incentivizing institutions to collaborate on microfinance research• Consulted CEOs of institutions to solidify mutually beneficial research objectives and to understand organization's needs• Led teams of two to four to collect more than 200 interviews and prepare customer feedback reports for ~10 institutions, most notably including the world's largest NGO• Disseminated research results to students in the United States, educating them on global issues through classroom presentations