Financial Consultant (Jan 2023 – Present)
At Cast AI, I stepped in to help tighten up their financial processes and make things run
smoother. The company was juggling a lot of moving parts — managing invoices, payroll,
reconciliations, and asset tracking — and it was slowing them down. My job was to find ways to
automate the routine tasks, clean up their systems, and give them better financial insights. In
short, I aimed to make their financial operations more efficient so they could focus on growth
and scaling.
Challenge
When I joined Cast AI, they faced several financial hurdles:
● Managing AP & AR with delays in invoicing and payments due to a lack of clear
structure.
● Handling Payroll manually, leading to inefficiencies and frequent errors.
● Bank & Credit Card Reconciliation was inconsistent, causing discrepancies.
● Monthly Stripe Reconciliation was often delayed and not streamlined.
● Tracking and managing Fixed Assets, including purchases, sales, and depreciation, was
disorganized.
● Deferred Revenue & Prepaid Expenses calculations were cumbersome and prone to
errors.
These challenges created bottlenecks and made accurate financial reporting difficult.
Key Contributions & Solutions
● Simplified AP/AR: Set up a straightforward system for recording bills and invoices,
speeding up payments and reducing errors.
● Automated Payroll: Built a smooth payroll system with Gusto for on-time payments,
cutting down manual tracking.
● Bank & Credit Card Reconciliation: Streamlined reconciliations for Chase and SVB
accounts, plus credit cards, making everything more accurate and faster.
● Stripe Reconciliation: Set up an easy monthly process to reconcile Stripe transactions,
improving payment tracking.
● Expense Management: Improved tracking for admin, marketing, and selling expenses,
and ensured prepaid expenses were recorded on time.
● Deferred Revenue & Prepaid Insurance: Made sure prepaid insurance and deferred
revenue were recorded correctly every month for accurate reporting.
● Fixed Asset Tracking: Created a system to track the purchase, sale, and depreciation of
assets, keeping records clear for accounting.
● Better Reporting: Improved revenue tracking and reconciliations, leading to more reliable
reports for better decision-making.
Results
The changes I implemented had a significant impact on Cast AI’s financial operations:
● Reduced manual errors by 30% with automated AP/AR processes and invoice tracking.
● Speeded up payroll by 40%, ensuring payments were on time and accurate.
● Made bank and credit card reconciliations 25% quicker by automating tasks.
● Improved cash flow visibility by 20% with faster Stripe reconciliation.
● Ensured 100% payroll compliance, hitting deadlines and staying on top of regulations.
● Boosted financial reporting accuracy, leading to better forecasts and smarter decisions.
Key Skills & Tools
● AP & AR Management
● Payroll Processing & Reconciliation
● Financial Reporting & Analysis
● Bank & Credit Card Reconciliation
● Expense Management & Prepaid Insurance
● Deferred Revenue & Fixed Asset Management
● Data Analysis & Transaction Reconciliation
● Compliance & Regulatory Oversight
● Financial Forecasting & Budgeting
● Team Collaboration & Cross-functional Communication
Tools: Gusto, Expensify, Stripe, AWS, Azure, GCP, Chargebee
Case Study Overview
During my time at Cast AI, I focused on making their financial systems more efficient and
scalable. As their Financial Consultant, I worked on automating key processes like AP/AR
management, payroll, and reconciliations, reducing manual work and improving accuracy.
My efforts provided the team with better visibility into cash flow and revenue, allowing for more
informed decision-making.
The improvements I introduced helped Cast AI streamline operations, reduce errors, and set a
strong financial foundation for future growth
