Featured Financial Performance Measurement Experts

PAG Financial is a leading alternative investment firm and a trusted partner to over 300 global institutional investors. With a deep-rooted expertise in the Asia-Pacific region and more than $55 billion in assets under management, we leverage a multi-strategy platform to deliver consistent, risk-adjusted returns. By combining global standards with localized market insights, PAG bridges the gap between capital and opportunity, fostering long-term growth and sustainable value for our partners and portfolio companies worldwide. Our Core Financial Services: - Private Equity: Focusing on large-scale buyouts and structured growth investments to help businesses reach their full potential. - Real Assets: Strategic investments and active management of real estate, digital infrastructure, and renewable energy. - Credit & Markets: Delivering flexible financing solutions, private debt, and specialized risk-sharing strategies across market cycles. Wealth & Asset Management: Providing sophisticated investment solutions tailored to the needs of global asset allocators and institutional partners. Visit our website for more info pagfinancia.ca or Contact our team to discuss investment opportunities info@pagfinancial.ca Off: +1(905) 367-0442 Fax: (289) 285 0112

Hello. I am CFO with 20+ years of turning finance into a growth engine. Ranked among the TOP 3 CFOs in Ukraine (2022, 2023) and Member of the Expert Council at the CFO Forum. I’ve worked across multiple industries – from global tech companies to large industrial groups – helping leaders make better decisions through clear, actionable financial insight. I make complex financial topics understandable, translating numbers, forecasts, and strategies into insights that resonate with a broad audience. My experience allows me to offer an inside view of how business decisions are actually made – from managing risk and investment to leading organizations through uncertainty and transformation. My perspective connects finance with leadership, ethics, and real-world impact. For me, finance stoped being only reporting the right numbers and cutting costs. It is about shaping what comes next – responsibly, transparently, and with long-term value in mind.

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

My leadership philosophy is hinged on accountability, transparency, and foresight. I believe the very best leaders create systems that let others move with confidence. Whether it be modernizing FP&A platforms, optimizing treasury and controllership functions, or leading M&A integrations, my approach to any business challenge will combine analytical precision with human understanding. A certified CPA and CFE, trained in PMP and Six Sigma, I bring both rigor and empathy into leadership. For me, true financial leadership is about the design of operating models that allow others to perform at their best In every engagement, I try to redefine what finance can mean for a business, operating with a strategic compass guiding every decision, measuring progress toward goals, and driving growth. When finance serves as a source of direction and stability, organizations move more quickly, teams align more effectively, and transformation becomes both achievable and sustainable.

As a recognized financial leader and one of the Top 25 Software CFOs of New York for 2025, I bring over 20 years of experience in driving strategic financial transformation, building resilient infrastructures, and leading high-performing finance teams across global markets. Currently serving as CFO of WiserBrand and PissedConsumer, I oversee financial strategy, multi-system accounting implementation, and operations spanning the U.S., Canada, and Europe. I specialize in aligning financial frameworks with business objectives to ensure long-term scalability, stability, and profitability—even in times of uncertainty. My expertise includes: Strategic financial planning & analysis M&A readiness & execution SaaS and tech-sector financial modeling Cross-border compliance & risk management Leadership in HR and organizational culture I have led enterprise-wide automation initiatives, introduced advanced risk mitigation systems, and built finance departments from the ground up—ensuring transparency, agility, and data-driven decision-making. My background also includes editorial experience in financial media, which enhances my ability to communicate complex financial insights with clarity and impact. Grounded in transparency, accountability, and results-driven thinking, I believe leadership is about enabling growth, fostering trust, and turning numbers into strategy.

As a dedicated Bookkeeper & Accounting Support Specialist with 8+ years of experience, I provide accurate financial record-keeping, account reconciliation, and client reporting support to small businesses and entrepreneurs worldwide. Whether you need daily transaction entry, monthly reports, or full-cycle bookkeeping, I ensure clear financial visibility so you can make confident business decisions. I assist with QuickBooks Online, Xero, Wave, and Excel-based bookkeeping, including bank reconciliation, expense tracking, invoicing, accounts payable/receivable management, and payroll coordination. I also handle data entry, document organization, and financial reporting to keep your books audit-ready and compliant. My strong communication, attention to detail, and reliability make me a trusted bookkeeping partner for U.S. and international clients. I specialize in building accurate, transparent, and tax-ready financial systems that help businesses stay compliant and financially healthy. 🏆 Achievements ✅ Cleaned and reconciled over 24 months of backlogged accounts for a retail client within 3 weeks. ✅ Streamlined monthly reporting using QuickBooks Online, cutting closing time by 40%. ✅ Supported multiple clients with accurate P&L and balance sheet preparation for tax filing. 🔑 Key Skills 💰 Bookkeeping: QuickBooks Online | Xero | Wave | FreshBooks | Zoho Books | Excel 📊 Accounting Support: Bank Reconciliation | AR/AP Management | Payroll Support | Journal Entries 📈 Financial Reporting: Profit & Loss Statements | Balance Sheets | Cash Flow Reports | Forecasting 📂 Data Management: Transaction Entry | Expense Categorization | Spreadsheet Maintenance 🧾 Tax & Compliance Support: 1099 Preparation | Sales Tax Preparation | Audit Assistance 💬 Client Communication: Email & Chat Support | Reporting Updates | Financial Consultation 🛠️ Specialized Services 📥 Full-cycle bookkeeping and reconciliation 📤 Accounts payable and receivable management 📊 Monthly, quarterly, and yearly financial reports 💼 Payroll setup and processing assistance 📁 Budgeting, forecasting, and financial analysis ❓ Why Hire Me? ✅ 8+ Years of Hands-on Bookkeeping & Accounting Experience ✅ U.S. GAAP & Tax Compliance Familiarity ✅ Proficient with QuickBooks, Xero, Wave & Excel ✅ Reliable, Detail-oriented, and Confidential ✅ 24/7 Availability for Remote Accounting Support Let me take care of your books while you focus on growing your business. With accurate reporting, clear communication, and full transparency, I ensure your finances stay organized, compliant, and growth-ready.

Experienced as Technical Sales Engineer, Partner Manager, Senior Developer, Software Architect and Technical Solutions Consultant in digital media, financial services and geospatial industries - from large enterprise organisations to small start-up businesses.Specialties: Azure Cloud technology, Web and Windows application development, Umbraco CMS, geospatial solutions, technical relationship building and management, pre-sales support, requirements gathering and analysis, solutions architecture, web development.

I am a Trainee in the Accounting Department at REWE Group in Germany. I started my apprenticeship in 2021. In my first apprenticdeship (Office Manager) I got 99/100 points. In Oktober 2023 my studies "Accounting, Taxation, commercial law" started. Since then I wrote two Project Reports about E-Invoicing and the introduction of the CSRD in Germany. My Future carrier ist going to become an expert for efficient processes in Accounting and controlling. As a side hustle I am teamleader in a Security company. The Focus of my Job ist Eventmanagement.

Laila Khalifa is a specialist in risk management within financial markets. With a background in finance and risk analysis, Laila helps traders develop effective strategies to mitigate risks. Her expertise lies in position sizing, stop-loss strategies, and comprehensive risk assessment, ensuring balance and safety in trading.

As the Head of Finance and Accounting at Lineal, a leading provider of outsourced finance and accounting services for SaaS, Ecommerce, and other high-growth businesses, I oversee a team of seven professionals who deliver high-quality, timely, and strategic solutions to our clients. With over 11 years of experience in corporate accounting, audit, and tax, and a CPA license, I have the expertise and the credentials to handle complex and diverse accounting challenges and opportunities.My core competencies include financial project management, close process, quarterly reviews, intercompany consolidation, capitalization of software costs, audit and tax compliance, and ERP system implementation and transition. I have successfully supported the growth of several high-growth SaaS clients, including Enfusion, where I led the accounting system upgrade to Oracle Netsuite and prepared the company for IPO. I am passionate about delivering value to my clients and my team, and I constantly seek to improve processes, systems, and outcomes.

Professional Summary CA Harshit Goyal is a multi-disciplinary professional who bridges finance, law, and ethics through his specialized work in taxation and advisory services. With deep expertise in GST litigation and indirect taxation, he has established himself as a trusted voice in India's tax landscape—known for bringing clarity, compliance, and credibility to complex regulatory challenges. Academic Credentials Chartered Accountant Institute of Chartered Accountants of India (ICAI) Bachelor of Laws (LL.B.) Dr. B.R. Ambedkar Law University, Jaipur DISA (Diploma in Information Systems Audit) Institute of Chartered Accountants of India Social Auditor Institute of Social Auditors of India (ISAI) Core Expertise GST & Indirect Taxation GST Litigation & Dispute Resolution Compliance Management & Advisory Tax Notice Handling & Representation Financial & Forensic Services Forensic Accounting & Fraud Detection Financial Reporting & Analysis Audit Assignments & Assurance Services Professional Certifications Harshit believes in continuous learning as the foundation of professional excellence. His specialized training includes certificate courses from ICAI and other recognized institutions in: Anti-Money Laundering Laws Concurrent Audit of Banks Forensic Accounting and Fraud Detection Indian Accounting Standards (Ind AS) MSME Advisory NPO Accounting & Compliance Public Finance & Government Accounting Real Estate – Laws and Regulations Startup Ecosystem and Finance Thought Leadership & Public Education Speaking Engagements 50+ Sessions Delivered across ICAI branches, Tax Bar Associations, and academic institutions, focusing on: Published Author 30+ Articles published on CAclubindia and other professional platforms, covering: GST updates and analysis Compliance strategies Regulatory changes and their business impact Digital Influence Founder of @tax_update_by_harshit — a trusted digital platform followed by 10,000+ professionals, providing:\ Real-time GST notifications Simplified compliance tips Practical insights for tax professionals and business owners Connect 📧 Email: [Your Email] 📱 Phone: [Your Contact Number] 🔗 LinkedIn: [Your LinkedIn Profile] 📸 Instagram: @tax_update_by_harshit 🌐 Website: [Your Website] "Every aspect of my professional journey reflects a commitment to integrity, precision, and accountability—the true cornerstones of responsible financial practice." — CA Harshit Goyal

Recent MBA graduate with a deep understanding of finance and economics, nearly ten years of capital markets experience working with some of the world’s largest institutional clients, and refined technical skills. Energetic team player with excellent interpersonal skills and a passion for solving complex business problems. Highlights by category include… Performance Excellence, having won “Team of the Year” on six-person team within line of service consisting of several hundred employees. Relationship Management, having increased broker satisfaction by consistently exceeding performance expectations. Operational Insight, having developed and implemented a VBA program that produced approximately $50 million per month in additional liquidity in order to facilitate greater trade volume and to mitigate risk. Revenue Generation, having added more than $500K in annual revenue by improving one of our processes regarding pricing and overnight investments.