❖ Katy Doan - an experienced CFO/Regional Controller/Accounting & Finance Director in Texas-USA (US Citizen): I am happy to offer a good service with good deal
QUALIFICATION SUMMARY
▪ An expert (Accounting & Finance) with: a Doctor of Leadership, Executive MBA (Rice University for more than 18 years of working experience) (in progress), Bachelor, Master of Accounting & Finance from University of St. Thomas - Houston, Texas; an MBA from Columbia Southern University; an CBP (Certified Bitcoin Professional), CPA (2 levels), CFA, 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
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
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.
- collaborate with the existing accounting team and function
- 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
- advise and proactively plan for volume growth and implementing tech to scale smoothly (process improvement)
- collaborate and work with the team to provide reliable monthly communication and advisory on the finance and accounting functions (monthly "numbers" and strategy meetings)
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… for companies in these industry:
-Jewelry, Frozen food, import-export…
- Test and develop Odoo accounting software in terms of HR/payroll/accounting; Help maximize accounting features of Odoo software by making forward-thinking recommendations; comparison & analysis reports among other popular software
- Support top management by providing accounting insight and technical knowledge in meetings; Mentor & provide junior staff with HR/payroll/accounting knowledge and experience to maintain high levels of accuracy and performance
3/ Jul 14-Present: Senior Bookkeeper, Accountant, Auditor

Oracle Reports
Project Management
Enterprise Resource Planning
Venture Capital Consulting
Odoo
Microsoft Excel PowerPivot
Financial Reporting
Project Finance
International Financial Reporting Standards
Intuit QuickBooks
Month-End Close Assistance
GAAP