Leading Financial Reporting Experts

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.

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.

Bestax Chartered Accountants is an FTA Approved Tax Agency and a trusted provider of accounting, tax, auditing, transfer pricing, business setup, and corporate services in Dubai. With nearly a decade of combined experience and offices in both UAE and Canada, we help businesses make smarter financial decisions by calculating the best opportunities for long-term growth. We support startups, SMEs, and large enterprises to ensure their full compliance, and strengthen long-term stability. We are a leading tax consultancy firm in the UAE, offering expert support across VAT, corporate tax, and excise tax. Our team ensures clients remain compliant with evolving regulations while benefiting from strategic tax planning opportunities. Through proactive advisory, we help businesses reduce liabilities and make informed financial decisions. Beyond taxation, Bestax delivers comprehensive accounting and bookkeeping services, including financial statement preparation, payroll management, audit support, and day-to-day bookkeeping. Our commitment to accuracy, transparency, and timely reporting enables business owners to maintain financial clarity and drive sustainable growth. Our audit and assurance services help companies meet statutory obligations while strengthening internal controls, financial transparency, and operational efficiency. Bestax also specializes in global company formation, assisting entrepreneurs and investors in establishing businesses in the UAE, Panama, Cayman Islands, Seychelles, Canada, the USA, and beyond. From trade license issuance to visa processing, PRO services, and digital bank account opening, we manage the entire setup process. Our cross-border expertise enables us to support clients with multi-jurisdictional structuring and international compliance requirements. Additionally, we provide advanced services such as transfer pricing, empowering businesses with centralised and fully compliant financial operations. At Bestax, we are more than a service provider we are a long-term partner committed to delivering solutions that enhance efficiency, strengthen compliance, and support sustainable growth in the competitive global market all under one roof.

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.

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.

I serve as the Chief Financial Officer of Initiate PH Inc. and Chair of the Risk and Audit Committee. My role focuses on protecting the organization’s financial integrity and ensuring that every transaction, process, and report is handled with accuracy and accountability. At Initiate PH, I work closely with leadership to maintain strong financial systems, scalable models, and governance structures that support long-term sustainability and trust among our stakeholders. As Chair of the Risk and Audit Committee, I oversee enterprise risk management and the review of financial disclosures. I take an active role in investigating operational irregularities and ensuring that all reporting complies with applicable standards and regulations. My goal is to help the organization operate with clarity, transparency, and discipline. I am a CPA, CMA, and CFE with more than ten years of experience in taxation, audit, treasury, and compliance. My career includes meaningful work with Western Digital and Reyes Tacandong & Co., where I built a strong foundation in both internal and external audit. At Initiate PH, I apply this experience to strengthen controls, improve financial strategies, and support a culture of responsible growth.

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.

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

CEO and Founder of Gulf Business Consulting & Strategies, a Business and Investment Management Firm based in UAE providing professional advice for Leading Companies, Governments and Institutions from all over the World into the Middle East region. In more than 15 years living and working in several countries of the GCC, I have had the honor to advise from Ministers and Diplomats to SME´s owners and Entrepreneurs on how to do business in the Arab World. On the other hand I continued developing my passion and research in neuroscience, psychology, marketing and nonverbal communication becoming and Expert in Consumer Neuroscience. Keynote Speaker on how to do successful business in the Arab World and teaching cross-cultural intelligence. Extremely curious about what's inside the mind and soul of the consumer in the Middle East

Evan Vitale is a Certified Public Accountant and CFO at Sahara Investment Group and CORE Advisory Partners.

I am Muhammad Zubair Haroon, Senior Accounts Manager at Crystal Crown Ent LLC in Masqaṭ, Oman, specializing in dynamic financial oversight within the high-stakes airline and travel services industry. My tenure has been focused on driving financial integrity, maximizing operational efficiency, and ensuring stringent compliance. My expertise is built on comprehensive accounting experience, culminating in a focused approach on three critical financial pillars relevant to media commentary and expert features: 1. Mastery in Airline Portal Reconciliation & Revenue Assurance My primary achievement is implementing reconciliation frameworks that have virtually eliminated revenue leakage between GDS/Airline portals and final bank settlements. This involved: Daily Reconciliation Protocol: Establishing a zero-discrepancy protocol for high-volume ticket sales to mitigate financial risk daily. Profit Analysis: Providing granular, ticket-level profit analysis, enabling management to make data-driven decisions on route profitability and commission structures, directly impacting the bottom line. 2. Specialized VAT & Tax Audit Compliance in the GCC Operating in the Gulf region, I possess verifiable competence in navigating the complexities of cross-border financial and tax regulations, a crucial requirement for international travel agencies. VAT Audit Readiness: Consistently ensuring the company remains in a perpetual state of audit readiness for VAT returns and international tax filings. Compliance Strategy: Developing and managing financial compliance strategies that align local Omani regulations with international transaction standards, minimizing penalty risks. 3. Strategic Financial Reporting & Operational Efficiency My role extends beyond mere reporting; I am a strategic partner who translates complex financial data into clear, actionable business strategies. Reporting Excellence: Producing accurate and timely daily, monthly, and quarterly financial reports that serve as the foundation for executive decision-making. Fast-Paced Environment: Thriving in a high-pressure environment to ensure financial accuracy is maintained without compromising the speed of business transactions. Contribution to Growth: My ability to provide clear financial oversight directly supports the organization's growth initiatives and ensures fiscal health

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

Over the past 12 years of my career, I've worn many hats in the world of finance - from working within the Fortune 100 to building a startup's finance department from the ground up, advising small businesses, and serving as a board member for non-profit organizations. This diverse experience has given me a comprehensive financial management perspective across various sectors, including Telecom, Entertainment, and Construction.With a Master's Degree in International Business and continuous self-development from institutions like Columbia and the University of Florida, I have honed my ability to use finance and data to transform operations, stimulate growth, and enhance profitability. I am known for swiftly adapting to changing situations, partnering with operation executives to drive value, and executing transformation initiatives, including digital finance.

As CFO of Jacadi Paris North America, I bring over a decade of financial and operational leadership across international retail, with a proven track record in turnaround strategy, cross-border expansion, and high-stakes acquisition negotiations. Originally from France, I’ve overseen the strategic transformation of Jacadi’s U.S. operations, rebuilding financial infrastructure, scaling omnichannel operations, and leading the U.S. division through its most profitable years on record. I specialize in U.S. retail market entry, operational cost restructuring, and driving performance in underperforming store networks. My leadership has directly contributed to multimillion-dollar revenue recovery, margin expansion, and the positioning of Jacadi as a premium children's retail brand in the American market. I’m passionate about helping European brands succeed on U.S. soil through data-driven finance, culturally adapted strategy, and relentless operational precision.

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

Rishi Upple, FCMA, is a UK based commercial finance leader with over 20 years’ experience shaping strategy inside global blue-chip organisations. With a BA in Economics and Fellowship of CIMA, he operates at the intersection of numbers, narrative, and decision-making. Known for bringing clarity where complexity dominates, Rishi focuses on commercial insight, performance optimisation, and helping leadership teams make better calls under pressure. His approach blends rigorous financial thinking with real-world pragmatism; grounded, human, and outcome-led. Beyond the spreadsheet, his work explores leadership resilience, personal performance, and how finance leaders can create momentum without burnout; commercially sharp, but culturally aware.

I partner with visionary executives to deliver on their strategic goals without taking unnecessary risks or substantial upfront investments.With 20+ years of driving financial intelligence and business transformations, I’ve helped private mid-sized companies across diverse industries overcome their most complex challenges and solve problems that others could not. EXPECT WHEN WORKING WITH ME *

I am an attorney, CPA, and software engineer helping entrepreneurs start, grow, manage, and exit their ventures. In addition to my law practice, I also teach Business Law to undergraduates at Florida Gulf Coast University. I have served in operations and finance with the world’s largest accounting firm, airline, and bank. I chose to pivot to pursue law as my next profession and am admitted to The Florida Bar and the State Bar of Texas. I completed my Juris Doctor on full tuition merit scholarship. While in law school, I served on the Law Review Editorial Board where my monograph—Transhumanism: Morality and Law at the Frontier of the Human Condition—was selected for publication. I passed the Florida Bar Examination in July 2022 and the Texas Bar Examination in February 2023. Following my J.D., I completed the Real Property Development LL.M. program at the University of Miami School of Law. I hold active CPA licensure in Florida and Texas and undergraduate and graduate degrees in accounting and taxation, respectively, from Southern Methodist University in Dallas. Before my career in law, I developed business intelligence and reporting on commercial banking clients in the Dallas and Chicago offices at JPMorgan across a variety of industry verticals—with a special emphasis on FIG and CRE clients. Previously, I supported capital investment decision-making and financial reporting for the commercial real estate, security, and legal divisions at American Airlines at their headquarters in Fort Worth. Prior to that, I founded Food on the Fly, a data mining and logistics startup leveraging mobile connectivity and transactional analytics to deliver premium meals in-terminal to transiting, time-constrained air travelers. My work on this venture continues. Before making the jump to the entrepreneurial realm, I began my career in the private equity and financial services tax compliance and consulting practice (“SALT-FS”) at PricewaterhouseCoopers in their Dallas office where I engineered solutions to more effectively serve VC/PE clients including Texas Pacific Group, Goldman Sachs, and others. I also hold the Certified Management Accountant, Certified Internal Auditor, Forensic Certified Public Accountant, Certified Information Systems Auditor, Certification in Risk Management Assurance, and Certified Fraud Examiner credentials. In my spare time, I explore the taxation and novel applications of virtual assets. I also serve as a mentor for university-age creators. I divide my time between sunny South Florida and Dallas, Texas.

Publisher and founder of My Accounting Course, an online learning company that teaches accounting, business, and finance to over 2.5M students each month.