Experience

JustPaid.io

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Co-Founder and CPO

  • Jan 2023 - 1 year

  Mountain View, California, United States Leading product development and sales for the next-generation intelligent payment solutions.



AG Accounting

• United Kingdom
• Accounting

• Founder and Sr. Accountant

  • Apr 2011 - Nov 2019

  San Francisco Bay Area Offering accounting services for Angel and VC-funded tech startups. - Setup of Quickbooks database; Chart of accounts; - Database upkeep; - Payroll setup and management; - Health benefits; - Revenue recognition; - Budgeting and Cash Flow analysis; - Accurate and timely monthly, quarterly and year end close; - Monthly Internal and External (Investor) Financial Reports; - Cash management;



Beyond Bookkeeping

• Australia
• Financial Services

• Senior Accountant

  • Jul 2008 - Jul 2011

  Providing full charge bookkeeper services in public accounting firm to 13 clients (renewable energy development company, media advertising, tech start up, advertising agency, law firms, beverage manufacturer and fiduciary consulting firm). Revenue portfolio is over 50M/ year. • Accounts Payable; Accounts Receivable; • Managing the collections and timely invoicing for all clients; • Budgeting and Cash Flow analysis; • Ensuring accurate and timely monthly, quarterly and year end… Show more Providing full charge bookkeeper services in public accounting firm to 13 clients (renewable energy development company, media advertising, tech start up, advertising agency, law firms, beverage manufacturer and fiduciary consulting firm). Revenue portfolio is over 50M/ year. • Accounts Payable; Accounts Receivable; • Managing the collections and timely invoicing for all clients; • Budgeting and Cash Flow analysis; • Ensuring accurate and timely monthly, quarterly and year end close; • Assets and Liability tracking and reconciliations (prepaid assets, retainer, trust account balances) • Resolving accounting discrepancies; • Preparing financial statements including monthly and annual accounts; • Ensuring financial records are well maintained; • Ensuring accurate and appropriate recording and analysis of revenues and expenses; • Accrual and deferral journal entries; • Managing payroll of 170+ employees, payroll processing and posting, (ADP, Paychex, Trinet, Paycycle) 1099 preparation; expense reports; • Bank and credit card reconciliations; • Inventory. Show less



Webmasters International

• Technology, Information and Internet
• 1 - 100 Employee

• Senior Accountant

  • Oct 2005 - Aug 2007

  • Created and maintained custom multi-currency double-ledger accounting system in Excel for consolidating GL of offshore subsidiaries and US headquarters. • Maintained general ledger and audited ledgers of offshore subsidiaries. • Prepared financial statements, expense reports, monthly budgets, and pro-forma forecasts. • Managed accounts receivable, billing, collections, accounts payable, vendor relations, depreciation, HR, payroll, benefits, payroll taxes, income taxes. •… Show more • Created and maintained custom multi-currency double-ledger accounting system in Excel for consolidating GL of offshore subsidiaries and US headquarters. • Maintained general ledger and audited ledgers of offshore subsidiaries. • Prepared financial statements, expense reports, monthly budgets, and pro-forma forecasts. • Managed accounts receivable, billing, collections, accounts payable, vendor relations, depreciation, HR, payroll, benefits, payroll taxes, income taxes. • Consolidated monthly timesheets for 40+ developers and 5000+ hours/month in Excel; created reports with pivot-tables; reconciled billable hours with accounts receivable and ledger. Show less



Citinet Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Loan Officer

  • Jul 2004 - Sep 2005

  • Originated mortgages for home purchases, refinances, and new home constructions. • Maintained contacts with local realtors, contractors, financial advisors, and other referral sources. Met all potential borrowers, and inspected all properties that requested financing. • Reviewed and analyzed loan transaction packages for preliminary approval or denial in accordance with bank guidelines. • Assembled all required documentation for processing and underwriting on each transaction;… Show more • Originated mortgages for home purchases, refinances, and new home constructions. • Maintained contacts with local realtors, contractors, financial advisors, and other referral sources. Met all potential borrowers, and inspected all properties that requested financing. • Reviewed and analyzed loan transaction packages for preliminary approval or denial in accordance with bank guidelines. • Assembled all required documentation for processing and underwriting on each transaction; prepared and presented all related deal points to Loan Committee when required. • Balanced books, managed daily deposits, and assisted customers with insurance and financing. Show less



Bank CenterCredit

• Banking
• 700 & Above Employee

• Loan Officer

  • Sep 2002 - May 2004

  Part-time during studies. • Sold and processed loans, managed customer relationships, cultivated dealer relationships. • Developed direct-selling skills through cold calls and distribution of marketing materials. • Supported VP of Credit Department with office administration, process-developer, and HR.