10 years Exp | CPA | Accountant | CFO | Financial Controller | US GAAP

Overview

Looking for part-time work (6 hours/day)

at $18.45/hour ($2,635.20/month)

Bachelors degree

Last Active

June 19th, 2026 (3 days ago)

Member Since

May 22nd, 2022

Profile Description

I'm a CPA with 10 years of experience supporting US-based businesses with financial reporting, forecasting, and operations management, and finance.

** TOOLS & SYSTEMS **

ACCOUNTING

• Intuit QuickBooks Online

• Xero

• Wave

• Freshbooks

• Gusto

• Stripe

• Paypal

• ----------

• Melio


FINANCIAL ANALYSIS

• Excel (Advanced formulas, macros, pivot table)

• Google Sheets

• SQL / PostgreSQL

• Metabase

• Xano database


AUTOMATION

• Python / React

• Metabase

• API integrations

• Claude Code

• Codex

• Zapier


PROJECT MANAGEMENT

• Asana

• Clickup


** EXPERTISE **

FINANCIAL ACCOUNTING & REPORTING

• US GAAP reporting

• Monthly close

• General ledger

• Chart of accounts

• Financial statements

• Bookkeeping

• Accounting

• Bank reconciliation

• Accounts Payable / Accounts Receivable


CONTROLLER-LEVEL SUPPORT

• Fractional CFO

• Clean books

• A/R and A/P management

• Budgeting and forecasting

• Financial modeling

• Financial Analysis

• Profitability analysis

• Cash flow forecasting

• KPI dashboards and reporting

• Investor reporting

• Management reporting

• Fund accounting / NAV reporting

• Investment accounting

• Payment processing


SYSTEMS & AUTOMATION

• Accounting workflow optimization

• Financial reporting automation

• Data analysis (Excel / SQL / Python)

• SOP creation and documentation

• Database management


** SAMPLE WORK **

• 13-week cashflow: ----------

• Monthly NAV Reporting for Investment Fund: ----------

• Investor Pitch Deck & Financial Presentation for Startup: ----------

• Personal Expense Tracking: ----------

• Proposal for Automation: ----------


** RESULTS I'VE DELIVERED **

• Increased company profitability 150% through product-level financial analysis

• Helped scale a business to ~$300K monthly net profit

• Built financial forecasts used to raise $3M in investor funding

• Secured $380K in PPP financing through financial projections

• Built automated reporting systems improving reporting accuracy and speed


** TYPICAL CLIENTS I SUPPORT **

• Startup founders who need financial visibility

• Growing companies preparing for funding or investors

• Businesses needing reliable monthly financial reporting

• Companies with messy books that need structure and automation

• Investment firms needing NAV and reporting support


If you need someone who can own finance, improve systems, and build automation, let’s talk! :)