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Work Background
Virtual Financial Controller / Accountant / Business Consultant
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
Licensed Insurance Financial Advisor
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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