Sami Rafi Email & Phone Number

Dallas, TX, US

- Employee #4- 100% bootstrapped- Never ran out of cash, took 0 debt, raised 0 capital- Grew GMV from 7 figures —> 9 figures- Maintained annual double-digit net profit %- Made PE exit happen

Dallas, TX, US

Dallas, TX, US

Bellevue, WA, US

Richardson, Texas, US

Richardson, Texas, US

Richardson, Texas, US

• Support the financial accounting and reporting close cycle through journal entry preparation, P&L forecast variance analysis, balance sheet account reconciliations, and internal financial reporting analysis for C-level.
• Conduct global inventory reserve analysis across 14 portfolio brands based on inventory projected to be sold at a loss to ensure inventory is properly stated in accordance with U.S. GAAP
• Maintained the prepaid expense general ledger for 20 insurance and software maintenance policies totaling $8.5m by building amortization schedules, creating prepaid assets in SAP fixed asset module, and posting monthly.
• Led team meetings to implement process improvements and efficiencies for financial accounting close tasks and activities presenting a proposal to management that resulted in a condensed 3 day close
• Reduce the risk of SOX gaps by ensuring financial accounting and reporting internal control guidelines are met and timely providing deliverables to internal and external auditors to satisfy SOX compliance testing

Houston, Texas, US

• Manage monthly, quarterly, and year-end close financial reporting by accurately and timely preparing and cross-referencing journal entries, trial balance, and financial statements in compliance with SOX and U.S. GAAP
• Conduct quarterly reconciliations of general ledger accounts and bank balances to ensure financial integrity and accurate balance sheet classification
• Review and comment on footnotes and financial statements of Form 10-Q/K to ensure preparation satisfies SEC XBRL taxonomy and corresponds to SAP general ledger balances
• Prepare ad-hoc reports and schedules for tax and SEC reporting groups

• Directed staff to submit billable hours in order to compile and prepare invoices for receivables
• Recorded electronic and paper check transactions to settle outstanding payments
• Increased financial integrity and reliability by reconciling bank accounts to remain current in QuickBooks

Austin, Texas, US

• Completed 8 hours of basic and intermediate U.S. federal tax training
• Assisted low-income families in filing federal tax returns in Tax Wise software
• Prepared tax returns yielding $50K in refunds and saving $5K in tax preparation fees for clients

• Maintained general ledger for payables and receivables by recording invoices, processing check requests, issuing credit memos, and resolving account discrepancies
• Generated bi-weekly payroll for clients with 50+ employees
• Trained interns to perform best practice bookkeeping to maintain strong internal controls
• Reconciled accounts weekly and monthly for clients that handled over $30K
• Assisted in external audit preparation to ensure accuracy in financial reporting

San Francisco, CA, US

• Processed stock shipment, store displays, and markdowns for logistics team
• Resolved price, signage, and merchandise conflicts including, but not limited to, price verifications, sign/display audits, and merchandise locators
• Opened 3 new Old Navy Card accounts to increase sales by marketing customer benefits
• Prioritized cashiering over sales floor by opening new registers to minimize customer wait time

Irvine, CA, US

• Created 54 total leads for house painting estimates leading to 18% increase in confirmed jobs
• Communicated customer availability to Branch Manager to schedule appointments
• Implemented a cold-call system to expand total leads and confirmed jobs

• Shadowed CPA in the month end close process, including journal entry preparation
• Entered and coded petty cash transactions
• Organized office by filing and rearranging supplies