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❖ Katy Doan - an experienced CFO/Controller in Texas-USA (US Citizen): I am happy to offer a good service with good deal. Top-rated plus (Top 3% of Talent Freelancers) - an elite independent professional who consistently performs well on large contracts at the highest level, standing out by delivering premium quality on high-budget & longer-term jobs. 🎉 Awards: 2025: “100 Women To Know in America” (JP Morgan Chase); 2024: “Female Executive of the Year” Stevie Award; Business Elite - 40 under 40; Global Recognition; 2023 Rising Star - Women in Fintech Powerlist; 2020 “Female Manager of the Year” - Stevie Award - the World’s Premier Honor; Lollipop award from City of Baytown for completing FY21 Capital Improvement Annual Budget; Best ExcelCEO; Women’s Scholarship Award for CFA program; Fulbright scholarship… QUALIFICATION SUMMARY ▪ The Strategy program & Master of Finance (Harvard University); The Emerging CFO program (Stanford University); Paralegal Certificate (UCLA); Executive MBA (Rice University); A Doctor of Leadership, Master of Accounting (University of St. Thomas - Houston, Texas); MBA (Columbia Southern University); an CBP (Certified Bitcoin Professional), CPA (2 levels) and more than 20 years of experience (finance, investment, auditing, marketing, business, HR, payroll) in both public accounting & corporate accounting environment ▪ Knowledgeable in GAAP, IFRS, GAAS, IRS Code, SEC Regulations... ▪ Professional hands-on experiences in general accounting, cost accounting, auditing, tax, internal control, cash flow forecasting, financial planning & reporting, inventory control, process development… ▪ Quickbooks ProAdvisor Certificate, Odoo Certificate, D365 Microsoft Dynamics Certificate Experience with: SAP, Sage, D365, Quickbooks, Xero, Odoo, ERP Oracle, Zoho, NetSuite, Turbo Tax, Microsoft Office, Smartsheet, Bill.com, Expensify, Tsheet, ADP, Gusto... ▪ Fluent spoken & written English, Vietnamese; average French, Spanish Some Freelance Projects: 1/ Jan 15-present: investment consultant for bitcoin (BTC), ETH, cryptocurrency… reconciliation, data cleanup, analysis, realized/unrealized gain/loss, P&L, Balance sheet, -IT Company, Marketing Company, Investors, Contractors 2/ Jan 14-present: Global CFO/COO/CPA Advisory/Controller/Tax Filing (All states)/Financial Model/ Break even analysis/ Budget/ Forecast/ Cash Flow/ Business Consultant & Analyst/Business planner: Car wash, EV Charging, Start-up, Oil & Gas, E-commerce, IT Company, Non-profit Organization, Dallas Church, Labs, Construction, Hotels & Restaurants, Real Estate, Medical clinics/hospitals 3/ Jan 15-Present: Financial Management/CFO: Start-up Fundraising: Preliminary research of potential investors, Pitch deck review, Due Diligence, Funding documents (SAFE & Convertible Notes, PPM, Business plan) 4/ Jan 15: Monthly bookkeeping, payroll, finance, business consultant...Company, QB set up, migration & Quarterly Filings/Tax advisory/Stock Advisory for: Transport Co., E-commerce, Manufacturing Co. 5/ Dec 20: Frozen Food Industry: Initial Cleanup & Audit support & Monthly support & Strategy: from Quickbooks Desktop to Odoo as a Controller/CPA Advisor - Historical cleanup of books from January 2020 to present and restructure of Odoo platform to provide accurate/timely insights - Invoices, AP, AR, Chart of Accounts, Inventory... - Financial Statements: P&L, Income Statement, Balance Sheet, Cash Flow. - restructure into divisional management and reporting; advise on EoM close process (inventory reports, profitability per division, KPI tracking, basic financial statements, etc. - minimize tax liabilities throughout the year - leverage all Odoo automation and plug-in feature - manage all B&D revenue, expenses, AR/AP, payroll, inventory, and monthly reporting - establishing an accurate chart of accounts; properly categorize and reconcile books each month Others: 1/ Jan 18-Present: Controller/CPA Advisor: Healthcare Non-profit Industry - Preparing and publishing timely monthly financial statements. Managing all accounting operations including Billing, A/R, A/P, GL and Counsel, Cost Accounting, Inventory Accounting and Revenue Recognition. Supporting month-end and year-end close process. Planning, directing and coordinating all accounting operational functions - Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results. Maximizing return on financial assets by establishing financial policies, procedures, controls, and reporting systems. Maximizing return and limiting risk on cash by minimizing bank balances and making investments 2/ Jan 16-Present: Senior Advisor: Odoo software migration/monthly bookkeeping/financial services…