
freya linswell
Certified US Tax Consultant and Business Compliance Expert
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Esperienza lavorativa
Senior Accountant
Finley & Rowe Advisors, LLC – New York, NY • Part time
Jul 2017 - Feb 2022 • 4 yrs 7 mos
Promoted to manage a dedicated portfolio of growth-oriented clients with annual billings exceeding $200K. Served as a primary strategic advisor, developing forward-looking cash flow projections and dynamic budgeting models for venture-backed startup clients. Facilitated quarterly tax planning and strategic advisory sessions to align financial strategy with business objectives. Key Achievement: Identified and secured a $45,000 federal R&D tax credit for a Series A tech startup, directly enabling the funding of a key engineering hire and strengthening the client’s runway.