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Work Background
Various ClientsVirtual Financial Controller / Accountant / Business Consultant
May. 2017United StatesKey Responsibilities: Virtual Financial Controller / Accountant
• Global Financial Strategy & Optimization: Architect and implement data-driven
financial strategies, driving profitability and sustainable growth for international
clients through expert oversight of accounting, budgeting, and forecasting.
• Data-Driven Financial Intelligence: Deliver actionable financial insights and comprehensive analyses, empowering global stakeholders to make informed,
strategic decisions and maximize business performance.
• International Risk Mitigation & Compliance: Proactively manage and mitigate
financial risks, ensuring seamless compliance with international accounting
standards and regulations across diverse jurisdictions.
• Virtual Process Automation & Efficiency: Streamline and automate financial
processes and systems remotely, enhancing accuracy, efficiency, and internal
controls through innovative technology solutions.
• Global Remote Team Leadership: Cultivate high-performing, geographically
dispersed finance teams, fostering a collaborative and productive virtual
environment through effective leadership and mentorship.
• Precision Global Financial Management: Maintain meticulous financial records and ensure compliance with global accounting principles through diligent
transaction management and reconciliation.
• Strategic Global Tax Planning & Compliance: Deliver expert tax planning and
ensure seamless compliance with international tax regulations, optimizing
financial outcomes for global clients.
• Proactive Global Audit & Strategic Advisory: Facilitate efficient international
audits and provide strategic financial guidance to global stakeholders, driving informed investment decisions and cost optimization.
Key Responsibilities: Consultant
• Global Financial Strategy & Growth Acceleration: Deliver expert financial
planning and strategic consultancy, driving measurable growth and optimizing
performance for international clients across diverse markets.
• International Operational Excellence & Cost Optimization: Conduct in-depth operational reviews, identifying and implementing strategic cost-saving
measures and process improvements to maximize efficiency for global clients.
• Transformative Global HR Solutions: Provide comprehensive HR consulting, optimizing payroll, benefits, compliance, and talent management to build high-
performing, globally competitive teams.
• Seamless Global Organizational Transformation: Expertly manage
international change initiatives, including mergers, acquisitions, and system
migrations, ensuring smooth financial integration, and minimizing disruption.
• Strategic Global Client Partnerships: Cultivate strong, collaborative relationships with international clients, delivering tailored financial solutions and strategic insights to achieve sustained success and drive global business
objectives.
Selected Client Engagements:
• Evolution Visions, LLC – North Carolina
• VitaMonk, LLC – Florida
• Caravan Wine Shop - Wisconsin
• Smoky Mountain Tax Consulting – Oregon
• Brand Conqueror – New York
• moveBuddha - Georgia, US
• Dynamite Ventures - Texas, US
• Various other projects with clients
Various Insurance CompaniesLicensed Insurance Financial Advisor
Jan. 2015PhilippinesLicensed Insurance Financial Advisor | Pinoy Insurance (www.pinoyinsurance.ph) Various Clients - 2020 – Current
• Strategic Insurance Needs Analysis: Conduct in-depth assessments of individual and corporate clients’ insurance requirements, identifying optimal coverage solutions tailored to their unique needs.
• Expert Insurance Portfolio Development: Provide comprehensive advisory on diverse insurance lines, crafting customized portfolios that mitigate risks and maximize financial protection.
• Proactive Policy Optimization: Regularly review and analyze existing insurance policies, identifying opportunities to enhance coverage and reduce costs, ensuring clients maintain optimal protection.
• Cultivation of Long-Term Client Partnerships: Build and nurture strong, trust- based relationships with individual and corporate clients, fostering loyalty and ensuring ongoing satisfaction.
• Targeted Market Expansion: Identify and capitalize on strategic opportunities to expand the client base, driving business growth through proactive networking and referral generation.
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