Financial Consultant (Jan 2023 – Present)
As a Financial Consultant for Jogan Health, I’m currently overseeing and optimizing their
financial operations. My focus is on streamlining processes, ensuring accuracy, and providing
valuable insights to drive growth and inform strategic decisions.
Challenge
When I began working with Jogan Health, they faced several challenges common in
fast-growing companies:
● Managing a large volume of financial data across multiple platforms.
● Maintaining accurate, real-time financial records to inform decision-making.
● Ensuring compliance with complex accounting standards and regulations.
● Reconciliations were time-consuming and prone to errors due to the lack of streamlined
processes.
Solutions and Contributions:
NetSuite Financial Bookkeeping & Reporting:
● Customized the Chart of Accounts to align with Jogan Health’s structure, ensuring
accurate tracking of assets, liabilities, income, and expenses.
● Compiled and analyzed profit and loss statements, balance sheets, and cash flow reports
to aid decision-making. Conducted variance analysis to spot trends and areas for
improvement.
● Streamlined the reconciliation process for better accuracy and consistency between bank
statements and internal records.
Process Improvements and Automation:
● Automated recurring tasks like payroll, prepaid and accrued expenses, and fixed asset
amortization to reduce errors and increase efficiency.
● Streamlined Amazon and Shopify transaction reconciliation, ensuring seamless
integration between sales platforms and accounting systems.
Payroll & Expense Management:
● Managed payroll entries, ensuring compliance with tax laws and providing detailed
reports for budgeting and forecasting.
● Oversaw prepaid and accrued expenses, making sure month-end and year-end
adjustments were accurate
Cross-Functional Collaboration:
● Worked closely with internal teams to ensure accurate intercompany entries and
reconciliations, eliminating discrepancies in group reporting.
● Provided actionable financial insights to help support Jogan Health’s strategic growth.
Results
By improving financial processes and automating key tasks, I helped Jogan Health:
● Cut 30% off reconciliation time, improving efficiency.
● Increased 25% accuracy in financial reports with streamlined processes.
● Made payroll 50% faster through automation.
● Boosted cash flow visibility by 15% with better reporting.
Key Skills & Tools
● Financial Reporting & Analysis
● Process Automation
● Reconciliation (Bank, Credit Card, E-Commerce, Balance Sheet)
● Payroll & Expense Management
● Intercompany Accounting
Tools: NetSuite, Excel, Google Sheets
Case Study Overview
During my time working with Jogan Health, I helped simplify and strengthen their financial
systems. As a financial consultant, my main focus was optimizing their bookkeeping and
reporting through NetSuite, improving accuracy, and saving time.
I worked on streamlining the Chart of Accounts, automating recurring tasks like payroll and
expenses, and setting up smooth reconciliation processes, especially with Amazon and Shopify
transactions. This allowed Jogan Health to have more reliable financial data and a more efficient
system in place.
My goal was to blend solid financial strategies with effective systems to help Jogan Health grow
while keeping things running smoothly
