We're transforming financial management for tech startups. It's not just about numbers; it's about driving your startup success.What's our secret?Innovative accounting + strategic insight = Your financial growth.Your success is what we aim for.Here's what we've achieved,Maximized resource allocation through strategic planning, yielding lower net burn and prolonged runway for startups, Furthermore: 👉 Streamlined finance operations to focus on efficiency and growth.👉 Employed cutting-edge technology to simplify SaaS accounting.👉 Delivered expert advisory services to optimize financial strategies.We're dedicated to creating more success stories in the tech startup segment.

I managed, supervised and trained the CAS teams. Furthermore:👉 Managed overall client portfolio in CAS practice.👉 Amplified client satisfaction rates by prioritizing client success and delivering quality work.👉 Spearheaded improvements in team capacity and productivity, driving enhanced performance across the board.

Operated in Controller role for full Client Accounting Services firm that delivers accounting, bookkeeping, controller, tax, and CFO services to start-ups and small businesses.

Coordinated and reported directly to VP of Finance; supervised accounts payable, accounts receivables and payroll staffs and functions.

Compiled monthly, quarterly, and annual financial reports for nine Limited Liability Companies; orchestrated daily management of Private Equity Office software integration across all funds.Appointed as primary liaison with external development team for Private Equity software; improved report development and analytical reviews; trialed reporting scenarios and complex calculations.Assembled quarterly reporting for Advisory Committee and Limited Partners for nine Limited Liability Companies; analyzed quarterly financial statement package and annual financial reports for 14 Limited Liability Companies.Designated with reporting and cash monitoring; compiled and organized year-end tax work documentation.Performed as point of contact for audits of 23 Funds and supervised audit process in coordination with external auditors.Resolved investor requests, transfer requests, and audit confirmations as required; contributed to annual meeting reporting process, with executives, investors, and partners; reported directly to Fund Controller, while completing ad hoc reporting.

Forged the planning and execution of IFRS and GAAP based audit, review, and compilation engagements for various industries such as not-for-profit, private equity, manufacturing, investment holding, software, employee benefits plans and hospitality.Acquired engagement budgets and directed the team and client’s management for planning and implementing engagement, alongside monitoring and tracking budget for completion.Hosted and controlled planning meetings for engagement team to analyze risk assessments, discuss key items, and report audit approach on designed engagements.Highlighted management letter with audit insights and crucial recommendations for partner and manager review; advised work-papers completed by engagement staff.Coached and advised audit associates and interns on special projects and special engagements; partnered with client and team management to execute timely deliverables.Enrolled and completing Continuing Program Education training to fulfill company’s CPE requirements, in accordance with state licensing requirements.