University of Johannesburg

Mixed Martial Arts Conditioning Association (A Division of NESTA)

NESTA Spencer Institute

National Academy of Sports Medicine

California Board of Accountancy

South African Institute of Chartered Accountants

Helping finance departments optimize their cloud software tools & processes to maximize operational efficiency remotely

San Diego, California, United States

BizVisory & Wellness is a boutique consulting and technology services firm, born and raised in the SF Bay Area technology-era. We are a team of talented and technology-driven accountants, systems gurus and finance consultants with experience in all industries and all stages of business growth.We design and implement fully-integrated partner technology solutions and position your back-office for maximum efficiency. Business Consulting, Outsourced cloud-based back-office services and Wellness for All!

BizVisory & Wellness, LLC

Founder Tech-Guru CPA & CPT

Finance Systems & Process Consultant to growing companies specializing in areas of: o Advisory/Coaching (Management advisory and coaching to management and employees, strategies for success and development)	o Finance (Financial Modeling/ Forecasting; Management Advisory Services; Costing Models; Scenario Analyses; Cash Management; Due Diligence)o	Accounting (Chart of Accounts; GL/Bookkeeping; System Implementations; Technical Accounting; Consolidations)o	Operational Processes (Design and implementation of scalable processes and controls of a Company across all departments)o	HR/Payroll (Systems, processes, compliance and employee wellness)o	Audit/Tax/Legal (Year End Audit and Tax management; Risk Analysis; Internal Controls, Contracts, Compliance)o National Academy of Sports Medicine - Corrective Exercise Specialist (NASM CES)o National Academy of Sports Medicine - Certified Personal Trainer (NASM CPT)o National Academy of Sports Medicine - Fitness Nutrition Specialist (NASM FNS)o Certified AED/CPRo Fitness Program design integrating core components of Flexibility, Cardiorespiratory, Resistance, Core, Plyometrics, Balance, Speed Agility and Quickness Training

Consultant

Finance, Systems & Process Consultant & Corrective Exercise Specialist & Holistic Coach

Management Company and Funds:o	Expense policy write-up and implementationo	Expensify implementation - expense rules, approval workflow, CC livefeed setup, configuration, training o	Coaching bookkeeper and assisting with monthly close, finance processes and audit scheduleso	Implementation of Easecentral benefits onboarding portalo	Developed monthly management reports on both accounting and cash basiso	Review and approval of expense reports o	Process guidance of HRIS review and vendor selection o	Preparation and review of Quarterly capital statementso	FrontGP implementation:  data input and reconciliation of data for multiple fundso	Compilation of GL and financials for GP entity with no recordso	Preparation of audit and technical memos for divestment and other fund transactionso	Review of Funds tax returnso	Pitchbook research and valuation review of investments

Data Collective

Interim Controller - Finance Consultant

- Hired, coached and led accounting team of 5 staff (No CFO)•Advisory role to both CEO’s on a regular basis on process, data, systems and operational improvements for efficiency and scalability, as well as internal controls.•Worked closely with HR, Product, Clinical Ops, Customer Success and Provider Relations on process improvements and day to day operations•Hired company auditors - Prepared and led first company audit & GAAP Financial Statements•Selected, implemented and designed process architecture of HRIS Implementation (No HR Director)•Improved the monthly close from 3 months lag to 10 business days by implementing efficient andscalable processes in the finance department and across the organization•Cleaned up GL and implemented GAAP compliant technical accounting standards•Managed multiple vendor relationships with external parties: Audit, Taxation, Legal, Intacct, Banking•Monthly Management reporting, Compliance reporting and Investor reporting

PresenceLearning

Financial Controller

- Revision of the Intacct System implementation and subsequent re-implementation• Finance systems administration• Design and implementation of efficient and scalable processes around AP/Vendors,• Tallie (expense system) implementation and Intacct integration• SalesForce/Intacct Integration• Chart of Accounts revision and clean-up• Working cross-departmentally to improve the finance processes within the company• Setup of new entity within the Intacct system• Monthly close and financial reporting

3 Bridge Networks

Process, Systems Finance Consultant (Presence Learning, Inc.)

Omada Health

Senior Accounting Manager

Technical Accounting Policies and AdvisorySaaS Revenue Recognition Contract Assessment and Revenue Modelling for proper recognitionSoftware CapitalizationStock CompensationStreamlining and advising on processesSAAS startupFixed Asset Policy & Doubtful Accounts review and policy

DeWinter Group

Consultant Revenue Accounting Manager

Reebok Sports Club/NY is committed to helping our Members feel better, stronger and more connected to what's most essential: a healthy life.  Come experience the ultimate in fitness options including 170 classes weekly, breathtaking Mind Body studios, the swimming pool, state-of-the-art equipment, volleyball, soccer, basketball — all available in our spacious 140,000 square foot Club.

Reebok Sports Club/NY

Private Trainer

Price Waterhouse

Seasonal Auditor

Hiring, managing and mentoring trainersLiasing between departments heads to ensure best member experienceNew member fitness on-boardingFitness revenue and budget managementCorporate reporting

Club One

Fitness Lead - US

Certified Personal Trainer

- Preparation and financial modeling of company short-term and long-term forecasts•Revenue Recognition – SAAS Model•Single-handedly led accounting and legal process and closing of Series B capital raise (Sequoia Capital)•Incorporation of international subsidiaries and establishment of legal presence (UK, Canada) as well as payroll setup and hiring of staff•Company-wide System Implementation (Intacct, Concur)•Preparation of Annual financial statements and Quarterly reporting•Costing models of professional service deployment costs and profitability•Oversight & review of work performed by tax consultants, external auditors, general counsel and immigration attorneys.•Management of the day-to-day functioning of the company including performance of the following company functions: HR &Payroll; Accounting & Finance; Vendor processing & payments; Invoicing & Receivables. •Implementation of formalized business processes as well as monitoring thereof (none were in place)•Formulating and implementing company policies as well as monitoring compliance thereof (none were in place)•Stock options management, processing and accounting (ASC 718, former FAS123R)•Statutory compliance management•401K Administration•Cost analysis and management including negotiations with vendors and contract review•Implementation and monitoring of internal controls

Lattice Engines

Controller / Manager Business Operations

- Managing teams of staff on multiple engagements simultaneously, as well as liaising with the Client, Audit Manager and Audit Partner•Performing planning stages of audit, assessing risks and planning audit procedures•Daily interactions with Controllers, VP of Finance and CFO’s on engagements•Analyzing financial statements, 10-Q Forms and 10-K Forms including disclosures•Managing the audit process on a daily basis•Managing and co-coordinating the work performed by client internal audit department •Preparation of reporting deliverables to audit committee and board of directors•Setting and controlling engagement budgets	•Testing of internal controls.COSO Framework and Sarbanes-Oxley experience as the senior on publicly listed companies.•Client experience on audits in numerous industries including: Retail & Consumer Business; Transportation/Shipping and logistics; Venture Capital and Hedge Funds; Real Estate; Web Technology•Exceeded Expectations on all performance reviews.

Deloitte & Touche

Audit Senior

- Managing audit team and liaising with client and Audit Manager/ Audit Partner•Planning stages and assessing audit risk•Preparation of financial statements•Preparation of reporting deliverables•Sarbanes-Oxley experience and COSO Framework experience•IFRS, IAS and US GAAP experience on various audits•Experience on audits in numerous industries including Mining; Manufacturing; IT; Cinema Entertainment; Freight / Logistics.•Other Projects: Forensic Auditing – Fraud/criminal investigations; and Corporate Finance – Financial valuations•Exceeded Expectations on all performance reviews.

Wozzi Reid

Wozzi Reid