Felistas N

@felliemartin

CPA specializing in cross border tax and accounting for US, Canada, Australia

Kenia
Inglés, Suajili
Parte de la información aparece en idioma inglés.
Sobre mí
Hi, I'm Felistas, a CPA and Senior Auditor with 8+ years of experience in cross-border accounting and international tax compliance. I specialize in US, Canadian, and Australian tax compliance using QuickBooks Online, Xero, Sage Intacct, and Zoho Books. I provide Form 5472/1120/1040-NR filings, Canadian T1/T2/T3/GST-HST returns, Australian BAS/ATO lodgement, tax consultancy, payroll structuring, invoicing, billing, and AR/AP reconciliation, plus IFRS and US GAAP financial statements, full audits, and tax-ready financial reports to keep your books clean, compliant, and audit-ready.... Lee más

Habilidades

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felliemartin
Felistas N
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Revisa mis servicios

Cumplimiento tributario
I will handle cross border tax, accounting and payroll compliance
Auditoría de libros
I will do bookkeeping, quickbooks cleanup, xero and wave expert

Porfolio

Experiencia laboral

Finance Expert

Tiempo parcial • 5 yrs 4 mos

Senior Auditor | Reuben Gitahi & Associates

Mar 2022 - Present4 yrs 6 mos

As a Senior Auditor, I lead the entire audit process for a portfolio of over 20 clients, handling everything from initial planning to final reporting. I use tools like QuickBooks, Xero, and CaseWare to ensure all work is accurate and compliant. A big part of my role is mentoring junior auditors and reviewing their work to maintain high standards. I enjoy presenting our findings to clients and helping them find practical ways to improve their internal controls. 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬 1. Spearheaded the adoption of advanced analytics tools for risk and control assessments, improving the predictive accuracy of audit findings by an estimated 20%. 2. Mentored and supervised a team of 4 junior and staff auditors, successfully guiding them through complex audit methodologies and contributing to their professional development. 3. Managed the audit engagement lifecycle for over 15 diverse client accounts, consistently achieving 100% on-time submission of final audit reports.

Financial Business Analyst - AI Trainer | Turing

Jan 2025 - Aug 20257 mos

Serving as a Financial Business Analyst and AI Trainer, I leveraged my deep financial acumen to drive innovation in the artificial intelligence domain. This role was a journey of transformation, demanding a blend of financial rigor and advanced prompt engineering to train sophisticated AI models. I led the charge in meticulous data extraction, pioneering the development of clear Chain-of-Thought (COT) reasoning for multi-step financial calculations. 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬 1. Pioneered the use of advanced calculations and scenario modeling in high-complexity finance prompts, significantly enhancing the AI model's financial reasoning capabilities. 2. Established a rigorous Quality Assurance (QA) protocol for annotation, resulting in an error reduction rate of 95% across training datasets. 3. Developed and iterated 500+ step-by-step Chain-of-Thought (COT) reasoning paths, creating a robust framework for financial data extraction and computation within the AI system.

Audit Associate | Mwangi Gathimba & Associates

Jan 2021 - Apr 20213 mos

In my capacity as an Audit Associate, I was central to the operational success of audit engagements, mastering the fundamentals of compliance and financial stewardship. My role required meticulous attention to detail in managing audit budgets with QuickBooks and Xero while simultaneously fostering trust-based client relationships. My contribution was defined by a commitment to efficiency, regulatory accuracy, and collaborative teamwork. 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬 1. Prepared and filed 150+ corporate and individual tax returns, utilizing TaxSlayer and Drake Tax to ensure 100% compliance with tax regulations during a peak filing season. 2. Streamlined collaboration by championing the effective use of Google Workspace and Microsoft 365, improving document access and review cycle time by 20%. 3. Managed and reconciled audit budgets across 12 projects, ensuring all engagements were completed within the defined financial parameters.