Ken Wong

Advisory | Consulting | Accounting | Bookkeeping | Family Offices | Franchises

I have 18 years of progressive finance & accounting experience and 15 years of information technology (including coding) experience. Here are some of the results I have achieved as a CFO/fractional CFO.

  • ARR growth from $3.5 million to $14.5 million
  • Savings of $20K in taxes due to Balance Sheet errors
  • Identified a $98K error in Profit & Loss
  • Improved a HealthTech founder's time management by 18%, no more unsustainable 60 hours weeks-on-end
  • Re-aligned staffing responsibilities and improved over…
Ken Wong

Work

Experience

  • sFoundation

    sFoundation

    Fractional CFO | Bookkeeping

    Jan 2018 - Present

    We help founders find the right investors for their startups, and investors discover the best startups to invest in.

    • * Fractional CFO in helping founders with their company finances and accounting books
    • * Companies are in SaaS, AI, fintech, healthcare, gaming, and IoT
    • * Helping more than 20 startups with financial projections, metrics, budgeting, and operations in long-term fractional CFO engagement
    • * Managed cap table, term sheets, funding processes, and venture capital deals
    • * Developed actual processes and procedures based on the final decision from various financial models and implemented them to achieve the desired goals
    • * Year-end tax preparation for CPA and IRS
    • * Bookkeeping through Quickbooks Online, Xero, and a few other accounting software
    • * Coached about 160 startups in various funding stages on their financials & operations
    • * Growth and scales through financial projections and financial modeling
    • * Coding with Bubble.io technology
  • Venture Capital Roundtable - Silicon Valley

    Venture Capital Roundtable - Silicon Valley

    Member

    Jan 2018 - Present

    The VC Roundtable of Silicon Valley is a private, invitation-only organization whose membership includes the general partners of venture capital funds, corporate venture builders, and the leadership of angel organizations from across Silicon Valley.The purpose of the VC Roundtable is to provide a private forum for the regular interaction between its members and guests.The VC Roundtable is a monthly lunch meeting that is held on the 2nd Friday of each month (unless notified otherwise) in a private location in Palo Alto, California.The VC Roundtable benefits its members through deal-flow discussions, venture capital fund presentations, networking opportunities, and educational presentations on industry topics of interest to its members.

    • Venture Capital and Angel Investments
  • Spectra Staffing, Inc

    Spectra Staffing, Inc

    CFO

    Sep 2015 - Feb 2018

    Spectra360 was named amongst the nation’s fastest-growing talent management agencies in 2018 by Inc. Magazine. Our talented candidates are experts in Professional Services and the Light Industrial and Transportation industries and they work on a Contract, Temp to Hire, Direct Hire or Managed Services basis. Recently, Spectra360 reinvented itself as a Talent Management company, shrugging off the previous "Staffing" label. This new categorization brings to light the company's more strategic, long-term methods of building teams to fuel client growth as opposed to simply filling vacant positions. "We have worked with many of our clients for several years, as an extension of their HR team. We understand their goals and actively build databases of candidates with specific talents that will continue to fuel their growth." said Andrew Bergen, Spectra360 CEO. "Working closely with clients over time, we can anticipate growth spurts and upcoming projects, and find the necessary talent, while also considering the culture of the teams that our candidates will join. This makes us faster at our job, and ultimately makes our clients more profitable."

    • * Managed the Finance & Accounting, H.R., and I.T. Department for a fast growth startup
    • * Developed a Standard Operating Procedures (SOP) for eight branches
    • * Performed financial risk analysis by looking at various internal/external risk factors
    • * Managed the entire PEO process for the company payroll
    • * Negotiated with multiple funding sources to keep company cash flow in check
    • * Managed eight staff across various departments
  • Zooka Creative

    Zooka Creative

    Controller

    Jan 2015 - Jan 2015

    We're believers. Creators. Thinkers. Doers. Our job is to initiate ideas that inspire. With beliefs rooted in the good of helping others, we're good people doing amazing work. We explore unique, unusual, and innovative ways to tell new stories. Through research, case studies, and sheer ingenuity, we discover what's possible at the crossroads of narrative, culture, technology, and design. What's your story, and how can we help tell it?

    • * Prepared all accounts, ledgers, and reporting systems, ensuring GAAP compliance
    • * Managed the financial affairs of this $4M company, advising the CEO on the financial implications of business activities and providing cash flow projections
    • * Led development of continuous evaluation of short and long-term strategic financial objectives and developed financial models by forecasting and identifying capital and staff requirements
    • * Handled all payroll, A/R, A/P, and periodic government remittances
  • Varoius Companies

    Varoius Companies

    Finance and Accounting

    May 2005 - Dec 2017

    Various Finance and Accounting functions.

    • Finance, Accounting, and Bookkeeping
  • Various Companies

    Various Companies

    Various I.T. roles

    Dec 1992 - Jan 2008

    Various I.T. experience

    • * SQL and Exchange server engineer at Microsoft/Volt
    • * AS/400 and Windows NT & IIS server engineer at AIG
    • * Internet and cyber security specialist at Mykonic Consulting
    • * Migration and project manager at Corporate Software & Technology
    • * Support engineer at Merrill Lynch

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