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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…

I help finance teams improve closing routines, reporting quality, and financial analysis. My experience includes controllership, FP&A, US GAAP, audits, and management reporting in multinational environments. My work is both strategic and hands-on: I don’t just prepare reports — I help turn financial data into practical actions. I have also worked with international consolidation, US GAAP, compliance, internal and external audits, and reporting automation across systems such as Oracle, SAP, and Protheus TOTVS. I’m detail-oriented, organized, and comfortable working with cross-functional and international teams. My focus is on accuracy, timely delivery, and creating reports and processes that are useful for both finance teams and leadership. What I can help with: - Monthly close support and financial reconciliations. - KPI reporting and management dashboards. - Budget, forecast, and variance analysis. - P&L and cash flow analysis. - Financial reporting and consolidation support. - US GAAP and local GAAP alignment. - Audit support and compliance documentation. - Reporting automation and process improvement. - Fixed assets and controllership support. - Financial analysis for decision-making. Core skills: - Accounting and controllership. - FP&A and management reporting. - Budgeting and forecasting. - Financial analysis and KPI tracking. - Cash flow and P&L analysis. - US GAAP and local GAAP. - Consolidation and compliance. - Oracle, SAP, and Protheus TOTVS. - Report automation and process optimization.

I help growing businesses improve cash flow, profitability, and financial visibility through structured CFO support, FP&A, financial modeling, and QuickBooks Online optimization. I am currently engaged as a Fractional CFO with multiple US-based companies, including ecommerce and CPG businesses operating through Shopify, Amazon, and QuickBooks Online. My work focuses on helping founders solve cash flow challenges, improve margins, optimize inventory investments, strengthen financial reporting, and build scalable financial processes. With 18+ years of experience as a CFO, Head of Finance, and Cost Controller, I bring both strategic finance leadership and hands-on execution. I work closely with founders and management teams to translate financial data into clear, actionable decisions that support sustainable growth. Clients value me for being hands-on, analytical, and practical—not theoretical. I don’t just prepare reports; I help leaders understand what the numbers mean and what to do next. Core Services: • Fractional CFO Support • Cash Flow Forecasting & Working Capital Management • Budgeting & FP&A • Financial Modeling & Projections • Ecommerce & DTC Finance • Shopify & Amazon Financial Analysis • Inventory & Margin Optimization • KPI Dashboards & Management Reporting • QuickBooks Online (QBO) Cleanup & Financial Review • Bookkeeping Review & Financial Accuracy Verification • Pricing & Contribution Margin Analysis • Scenario & Sensitivity Analysis • Investor-Ready Financial Reporting I also specialize in QuickBooks Online cleanup projects, including correcting historical accounting errors, restructuring chart of accounts, fixing reconciliation issues, cleaning inventory and COGS recognition problems, and ensuring the authenticity and reliability of financial statements for management and decision-making purposes. I have experience across diversified industries including Ecommerce, CPG, SaaS, Healthcare, Manufacturing, Power & Energy, and Renewable Energy projects. In addition to corporate leadership experience, I am also an Excel and financial modeling trainer and have trained more than 500 corporate executives in advanced Excel, reporting, and financial analysis. Clients value me for being analytical, practical, and highly dependable. I focus on building finance systems and reporting structures that are clear, scalable, and useful for real business decisions—not just accounting reports. Whether you need ongoing Fractional CFO support, QBO cleanup, cash flow management, budgeting, financial modeling, or operational finance improvement, I can help bring structure, clarity, and financial discipline to your business.

$450M+ production budgets managed $6M seed round structured and negotiated 12+ years in finance, strategy, and operations Leadership roles at Warner Bros. Games and Bungie I work as a Fractional CFO and strategic finance partner helping companies turn complex financial data into clear decisions that drive growth, profitability, and operational clarity. My background spans AAA video games, venture-backed startups, agencies, and high-growth businesses, where I’ve led everything from financial modeling and fundraising to operational finance and executive strategy. At Warner Bros. Games, I managed financial planning for $450M+ AAA production budgets, partnering directly with studio leadership and executives to guide product investments, forecasting, and long-range strategy across major franchises including Harry Potter, DC, LEGO, and Mortal Kombat. At Walmart’s Store No. 8, I served as a Director of Finance (FP&A) on a strategic contract engagement, supporting early-stage ventures within Walmart’s innovation incubator. I built financial models for zero-to-one products, led forecasting and scenario planning, and partnered with product and executive teams to evaluate investments, optimize cost structures, and guide go-to-market strategy in highly ambiguous environments. At Bungie, I worked in FP&A helping business units improve forecasting accuracy, identify strategic opportunities, and align financial planning with long-term product strategy. Alongside my corporate work, I operate as a Fractional CFO for growing companies, helping founders and operators build financial systems that support scale. What I Help Clients With As a Fractional CFO, I support companies with: Financial Strategy & Forecasting 3-statement financial models long-range planning and scenario modeling revenue forecasting and cost structure analysis strategic planning support Financial Operations budgeting and FP&A systems KPI dashboards and executive reporting financial infrastructure for scaling companies board-ready financial materials Fundraising & Capital Strategy investor financial models fundraising strategy and diligence support financial storytelling for decks and investor presentations Business Decision Support pricing strategy profitability analysis operational cost optimization strategic investment decisions Types of Clients I Work Best With startups preparing for fundraising agencies needing financial visibility founders who need a Fractional CFO without hiring full-time companies building their first financial model businesses preparing board or investor reporting What Makes Me Different Most finance consultants focus only on spreadsheets. I focus on decision-making. My experience working with executive leadership, studio teams, and venture-backed companies allows me to translate financial data into clear strategy and actionable insights. Clients hire me when they need someone who can think like an operator, not just an accountant. Tools & Expertise Financial Modeling (Excel / Google Sheets) Forecasting & Budgeting FP&A Systems Strategic Finance Investor & Board Reporting Scenario Modeling Pricing Strategy Executive Presentations If you're looking for a Fractional CFO who can bring clarity to your numbers and help drive smarter business decisions, I’d love to talk.

Overview Running a growing business means your financials need to be more than just “kept up to date”. They need to give you clarity, control, and confidence when making decisions. I work with founders and growing companies to build strong financial foundations, combining reliable bookkeeping with strategic finance support that helps businesses scale. I’m a CIMA-qualified accountant and Commercial Finance Manager who also runs an independent finance consulting practice, supporting businesses that need experienced financial oversight without hiring a full-time CFO. ━━━━━━━━━━━━━━━━━━━━━━━ What I help businesses with ━━━━━━━━━━━━━━━━━━━━━━━ Finance operations and bookkeeping • Xero setup, clean-up, and ongoing bookkeeping • Bank and balance sheet reconciliations • Accounts payable and receivable management • VAT tracking and preparation • Maintaining clean and reliable financial records Financial reporting and insights • Monthly management accounts • Profit & loss, balance sheet, and cashflow reporting • KPI tracking and performance analysis • Variance analysis and financial insights • Month-end close support Fractional CFO support • Cashflow forecasting and runway planning • Budgeting and financial planning • Financial strategy and performance reviews • Building financial processes and reporting structures • Supporting founders with financial decision-making ━━━━━━━━━━━━━━━━━━━━━━━ Tools and systems ━━━━━━━━━━━━━━━━━━━━━━━ • Xero • Excel (advanced modelling and analysis) • Google Sheets • ERP systems including SAP and Oracle ━━━━━━━━━━━━━━━━━━━━━━━ How I work ━━━━━━━━━━━━━━━━━━━━━━━ My focus is simple: • Clean financial records • Clear financial reporting • Practical insight that helps founders make better decisions You won’t just get bookkeeping support, you’ll gain a finance partner who understands both the numbers and the commercial reality of running a business. ━━━━━━━━━━━━━━━━━━━━━━━ If you’re looking for dependable finance support, clearer reporting, or a fractional CFO perspective on your business, I’d be happy to help.

Growing businesses often struggle with financial visibility, cash flow challenges, and the complexities of M&A transactions. As a Fractional CFO and M&A specialist, I help companies gain financial clarity, optimize cash flow, and execute strategic transactions with confidence. With 14+ years of experience—including a Big 4 background at KPMG and advisory roles across SaaS, eCommerce, real estate, and manufacturing—I provide the financial leadership needed to navigate complex decisions, whether it's scaling operations, securing investment, or evaluating acquisitions. How I Help My Clients: 🔹 Fractional CFO Services – I act as your strategic financial partner, providing real-time financial insights, cash flow forecasting, and financial planning to drive sustainable growth. 🔹 M&A Advisory & Due Diligence – Whether you’re buying, selling, or merging a company, I help evaluate financials, assess risks, and structure deals to maximize value and minimize surprises. 🔹 Financial Modeling & Valuation – I develop robust financial models to project future performance, assess investment opportunities, and support fundraising efforts. 🔹 Investor-Ready Financials & Pitch Decks – I ensure your financials tell the right story to attract investors, lenders, or buyers, providing data-driven insights that inspire confidence. 🔹 Financial Reporting & Internal Controls – I help businesses establish strong financial processes and controls to improve efficiency, prevent fraud, and meet compliance standards. 🔹 ERP & Finance Software Optimization – I streamline financial operations by implementing and optimizing systems like QuickBooks, Xero, Odoo, and Zoho. Why Work With Me? ✔ Big 4 Experience – Former KPMG auditor and consultant with deep expertise in financial due diligence. ✔ Global Perspective – Experience working with businesses in the US, UK, UAE, and Europe across various industries. ✔ Proven Track Record – Trusted by CEOs, founders, and investors to deliver financial clarity and strategic insights that drive growth. ✔ Tech-Savvy Approach – I integrate advanced financial modeling, automation, and reporting to help clients make smarter decisions faster. If you're looking for a seasoned financial leader to guide your business through growth, M&A, or financial transformation, let's connect. 🚀 Let’s take your business to the next level. Message me to discuss how I can help.