Matt Putra

Fractional CFO | Helping eCom Brands Find Their 8 or 9 Figure Exit | Helping ventures from Seed to Series B

Your CFO/Coach/Board Member is wrong. Profitability isn't math problem. 

It's an alignment and communication problem.

Most CFOs try to fix profitability by staring at spreadsheets. I fix profitability by breaking down silos.

For $10M–$200M eCom & CPG brands, profit leaks rarely happen because of "bad math." They happen because Demand, Supply, and Finance are operating in different realities.

When these three teams aren't in lock-step, you get:
- Inventory Bloat: Buying stock you can’t sell.
- Margin Compression: Selling stock you can’t afford to discount.
- Opex Creep: people need tools, more people, more subscriptions...
- Cash Crunches: Surprises that kill growth. POs that shouldn't have been cut. 
- and more

How We Fix It:
I install a proprietary operating system called X&OP™ (Cross-Functional Execution and Ops Planning).

We don't simply forecast; we engineer synchronization. We deploy the Cash-Validated Procurement Gate™, ensuring that every operational decision—from ad spend to inventory POs—is vetted against a unified cash and margin model.

The Outcomes (Real Client Data):
- Optimization: $2MM cash freed up in inventory (10% reduction)
- Efficiency: From -$7MM profit to +$3.5MM, gross margin up 10%
- Precision: 94% forecast accuracy over 14 months
- *Valuation: Client acquired for 25x ebitda (yes, really). Another for 3x revenue.

My Promise:
I am so confident in the power of alignment that I guarantee results. 

🎙️ Host of "How Do I?" — interviewing CEOs scaling from operators to architects.

* Both were omni-channel brands.

Co Owner, CFO/COO

Poise Ventures

Financial Controller

Phonebooth.ie Tuam

Bookkeeper

Transputec Ltd 

Developed client rapport by efficiently addressing
incoming correspondence and resolving 20-50 A/P
inquires per day.
Reorganized accounts payable processes,
decreasing supplier payment delays from 30 to 0
days.
Applied proper codes to invoices, files and receipts
to keep records organized and easily searchable.
Investigated daily variances and corrected errors to
resolve discrepancies.
Produced month-end closing reports and provided
actionable suggestions on remittance for quick
resolution.
Reached out to vendors and customers to verify
information and follow up on client issues.
Monitored outstanding invoices and performed
collections duties.
Reconciled past due accounts achieving 90%
reduction in outstanding invoices.
Managed invoicing and payment processing
operations.
Developed rapport with clients and vendors to
cultivate loyalty and satisfaction.
Used data entry skills to accurately document and
input statements.

Accounts Payable Specialist

Establish the Chart of Accounts and define product sand services within the BuilderTREND platform
Conducted bank reconciliations and maintainedaccurate records of accounts payable and receivable.
Assessed financial data and identified discrepancies,resulting in a 20% increase in accuracy of monthlyfinancial statements
Implemented new software system to streamline jobcosting processes and improve communicationbetween accounting and project management teams,resulting in a 20% increase in efficiency
Assisted in the preparation of annual budgets andperformed variance analysis.
Developed and implemented a streamlined processfor preparing project profitability reports, resulting in a 50% reduction in turnaround time and increasedaccuracy of financial data
Analyzed cash flow patterns and identifiedopportunities for investment and cost-cutting measures
Monitored project expenditures on a daily basis,maintaining accurate financial records and identifying discrepancies to ensure timely corrective action.

Accountant | Bookkeeper | Financial Analyst

TRW Financial

Perform all accounts payable duties including adding new vendors, processing
invoices for approval and payment
Following up on any vendor payment inquiries
Onboard/add new customers as requested by client
Classify transactions on bank and credit card feeds
Export event invoices from Caterease to match Paypal or bank deposits
Reconcile bank, credit card and balance sheet accounts at month end
Make simple journal adjustments at month end
Manage client email inbox and respond to or delegate all emails
Assist Botkeeper with all accounts payable duties including new vendor payment
information, storing W-9’s, updating bill.com with ACH information as available,
drop invoices into Hubdoc for processing
Perform annual 1099s reporting process for vendors.
Handling industries: Restaurant, Real Estate, Ecommerce, Manufacturing,
Construction
Systems Used: Dear Inventory, Unleashed, Caterease, bill.com, hubdocs, gusto,
Hartland, paychex. QuickBooks Online, Xero

Senior Bookkeeper

GritForce Bookkeeping

Record day to day financial transactions in QBO,
Post journal entries (i.e., payroll journals)
Reconcile bank and credit card balances to financial institution statements,
Perform month-over-month fluctuation analysis using powerpoint
Accurately enter accounts payable information and ensure that expenses are coded
per class
Accounts receivable: Billing, daily deposits, credit card processing, posting
payments and collections
Perform annual 1099s reporting process for vendors.
Systems used: Gusto. Bill.com QuickBooks Desktop, Quickbooks Online. ClickUp, Dext
CashFlow Analysis.

Austax Business

Verified and submitted timekeeping information for accurate and efficient payroll processing.
Documented procedures, identified areas to improve internal controls and gain additional efficiencies and implemented policy changes.
Produced payroll activities documentation and reports to meet corporate guidelines and promote transparency.
Reconciled all payroll liabilities to general ledger and prepared monthly payroll accrual entries.
Developed and maintained internal control and processes for payroll and bookkeeping processes.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Reconciled accounts receivable ledger to verify payments and resolve variances.
Processed bills and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
Prepared month-end closing entries for detailed reporting and recordkeeping.
Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current.
Fixed Asset Register and Run depreciation 
Review GL, GST, PAYGW in Preparation for Monthly and Quarterly Business Activity Statement/Installment Activity Statement 
Manage superannuation Lodgment, and payroll tax lodgment 
Assisted Manager to interact with external client and vendors on regular basis, cultivating strong professional relationship 
Assisted in clean up, catch up clients books and maintain accuracy in recording transactions
Reconciling GST to ensure that no sales or purchases are omitted or wrongly reported in the GST returns
Created plans and communicated deadlines to ensure projects were completed on time.

Global Staff Connections Inc.

Accounting Supervisor

Reed Elsevier Philippines

Record fixed asset acquisitions and dispositions in the accounting system
Track the compilation of project costs into fixed asset accounts, and close out those accounts once the related projects have been completed
Reconcile the balance in the fixed asset subsidiary ledger to the summary-level account in the general ledger
Calculate depreciation for all fixed assets
Review and update the detailed schedule of fixed assets and accumulated depreciation
Calculate asset retirement for those fixed assets
Conduct analyses related to fixed assets as requested by management

Fixed Asset Accountant

RELX

Reached out to vendors and customers to verify information and follow up on client
issues
Identifying invoices that are overdue or have not been received
Identify and recommend process improvements such as training, customization, automation and enhancements to maximize value and efficiency of the payments system and internal payment tools
Reconciliation of the payments and monitor accounts to ensure payments are made up to date and resolve any discrepancies
Prepare reports and present findings and recommendations with respect to payroll accuracy and compensation trends
Assists auditors for the purpose of providing support and documentation on internal processes for accounts payable
Review all invoices for appropriate documentation and approval prior to payment
Keep track on slow approvals
Reviewing invoices and checking the requests of the same so as to avoid any errors

Accounts payable specialist

Hello and welcome to my LinkedIn profile! 

Are you looking for a skilled and experienced accountant to handle all your bookkeeping needs? Look no further! With over five years of experience working with clients in the US, Australia, and the UK, I have the expertise you need to ensure accurate and timely financial reporting.

As your accountant, I will work with you to set up your chart of accounts, create product and service item lists, and clean up any years of unreconciled accounts. I will handle all aspects of your bookkeeping, including accounts payable, sales invoicing, bank reconciliation, payroll processing, and preparing fixed assets ledgers. I will also review your financial statements and spot any errors to ensure accurate recording of all transactions.

In addition to bookkeeping, I am also experienced in preparing financial statements and cash flow forecasting, Business Activity Statements, Installment Activity Statements, superannuation lodgement, and company tax returns for Australian clients. For US clients, I can also help with the preparation of 1099s.

My passion for process improvements and efficiency means that I am always looking for ways to improve your accounting systems. I have worked with clients in a variety of industries, including construction, real estate, flipping, property management, e-commerce, digital marketing, and other service-based industries.

As a bonus, I also enjoy teaching new bookkeepers who would like to learn about Xero and Quickbooks Online software. 


So, if you're looking for an experienced and dedicated accountant who can help your business succeed and streamline your bookkeeping and accounting processes,  look no further! 

I'd love to chat with you! And Let's work together to achieve your goals and streamline your accounting processes!


Book a call now
👇👇
📩Email me: cca.bookkeepingservices@gmail.com
📞Call me at skype: live:czansay
https://calendly.com/cca-bookkeepingservices/30min

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The Battle

Matt Putra

Czarlene Ansay,MICB, RCA

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