Streamlining financial cycles, automating invoicing, modeling revenue flows, and ensuring regulatory tax compliance for SMEs and professionals.
Core Competency: Managing the full financial cycle for businesses and independent professionals. I bridge daily operations with accounting—from automated invoicing and POS integration to financial advisory, treasury modeling, and cross-border tax compliance.
Financial Tooling & Quantitative Modeling
- Enterprise Billing & Ledgers: Odoo ERP (Invoicing, Accounts Payable/Receivable, and Accounting modules).
- Financial Modeling & Analytics: Custom Notion & Microsoft Excel frameworks featuring formulas for dynamic commercial discount structures, banking remittances, cash flow forecasting, and unit economics.
- Automated Invoice Pipelines: n8n automated PDF generation, event webhooks, and customer accounting reconciliation.
- Multi-Channel Revenue Streams: E-commerce data ingestion from Shopify, RestoPress, CloudWaitress, Wix Studio, and Hostinger.
- Payment Gateways & POS: Stripe, digital payment gateway configurations, and Point-of-Sale terminal integrations.
Real-World Case Studies
1. Financial Advisory & Wealth Structuring (OVB Allfinanz)
- The Challenge: Providing individuals and commercial clients with bespoke financial planning, navigating volatile market conditions, and mitigating liquidity risks.
- The Solution: Conducted detailed financial profile diagnoses, evaluated solvency and long-term liquidity requirements, and structured diversified portfolios across savings, capitalization vehicles, and institutional insurance products to preserve capital and support long-term wealth growth.
2. UK Self-Employed Tax Compliance & Cross-Border Billing
- The Challenge: Independent contractors operating internationally face complex currency fluctuations, dual taxation risks, and stringent HMRC reporting standards.
- The Solution: Implemented a full-cycle financial tracking system. Categorized domestic and cross-border income flows, generated compliant VAT/non-VAT commercial invoices, reconciled multi-currency banking statements, and prepared structured ledger summaries for annual UK self-assessment tax filings.
