<aside> 💡 Hello! My name is Vivek Laungani. I am a licensed New York CPA, and have earned my BBA in Accounting and MS in Taxation from Baruch College. I currently run my own consultancy practice, Purewater Financial, and have previously held positions at WeWork, New York Life, Jefferies, John Varvatos, and the Rockefeller Group. I have experience in accounting, tax, finance, operations, and sales. Outside of work, I enjoy writing, music, movies, running, and traveling!

If you'd like to chat and exchange ideas, feel free to connect with me via email or on LinkedIn! I always enjoy meeting new people.

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Contact

📧 Email me

⚓️ Company Website

🔗 LinkedIn

Career & Experience

Founder

Purewater Financial, New York, NY – (Jul 2020 - Present)

• Founded a financial consultancy firm specializing in tax return preparation, accounting, and bookkeeping services, with a strong focus on delivering high-quality financial solutions to clients.
• Dedicated to providing tailored financial services that meet the unique needs of each client, ensuring a high level of satisfaction and long-term professional relationships
• Leverage corporate tax experience to assist in tax strategy and planning, providing comprehensive tax advisory services (including innovative tax strategy development) and working closely with clients to optimize their financial health and ensure compliance.
• Utilize advanced financial modeling techniques and implement technology-first solutions to enhance business efficiency and decision-making processes
• Actively work with clients to build and develop their businesses, offering personalized guidance and support to foster growth and success
• Conduct client education on a range of financial topics, including tax, accounting, and other relevant financial matters, ensuring clients are well-informed and empowered in their financial decisions.
• Successfully run a fully remote financial consultancy firm, optimizing operations for client convenience and accessibility, and demonstrate adaptability and innovation in business management.

Sales Operations Manager

WeWork, New York, NY – (Jan 2021 - May 2022)

• Responsible for managing two out of five US and Canada sales territories, comprised of 18 individual markets
• Worked with territorial heads of leasing to create long- and short-term forecasts, developing data-driven KPIs, and maintaining performance scorecards for the sales representatives to better align their achievement with their individual and company-wide goals
• Partnered with Business Intelligence team to create and maintain CRM and ERP dashboards and environments
• Partnered with Variable Compensation team to calculate monthly forecasts and achievements for individual sales representatives
• Led global management calls where actual performance and pipeline reports are presented to upper management
• Handled ad-hoc requests from senior management, sales leaders and representatives, and business development team