01
Accounting & Controllership
The foundation everything else is built on.
- GAAP financial reporting
- Revenue recognition
- Lease accounting
- Fixed assets & capitalization
Julius Bong, CPA · Seattle, WA
Accounting rigor.Financial strategy.Data. AI.
CPA and finance leader combining deep accounting expertise with FP&A, analytics, technology, and AI to build better financial systems and better business decisions.
- Accounting & Controllership
- FP&A
- Finance Transformation
- Analytics
- Revenue Strategy
- AI Automation
Selected impact
- ERP TransformationLed the organization-wide migration to Microsoft Dynamics 365 Business Central.Case study
- Finance TransformationBuilt a centralized budgeting platform replacing spreadsheet-based submissions.Case study
- Executive AnalyticsCreated one management environment connecting finance, attendance, labor, pricing, F&B, and operations.Case study
- Revenue StrategyBuilt pricing and ticketing models connecting product mix, attendance, and revenue forecasts.Case study
01The through-line
Built from the ledger up.
Technology and AI are an extension of a career in accounting, not a departure from it. Each stage added a layer to the one beneath.
- Early career
Systems
Computer science · IT roles
Learned how systems decide what information people can actually see.
- 2005 – 2017
Accounting
Accounting Manager · Senior Accountant
Close, fixed assets, CAPEX, payroll, audits — the mechanics of getting it right.
- 2017 – 2021
Controllership
Assistant Controller
Owned the close, internal controls, and the audit relationship.
- 2021 – Present
Strategy, Data & AI
FP&A Manager · Finance Manager, Analytics & AI
Planning, forecasting, systems transformation, and AI-enabled analysis.
02Expertise
Fluent in the close and the forecast.
Comfortable with controllers, auditors, and accounting teams — and equally with FP&A, operations, data, and technology teams.
02
Strategic Finance & FP&A
Plans that start from how the business actually earns.
- Budgeting
- Forecasting
- Long-range planning
- Scenario analysis
03
Finance Transformation
Changing how finance works, not only which tools it uses.
- Finance process redesign
- Reporting modernization
- Automation
- Data integration
04
Financial Systems & ERP
Where accounting structure meets system design.
- ERP migration
- Financial reporting architecture
- Chart of accounts & dimensions
- General ledger structures
05
Business Intelligence & Analytics
Dashboards that tie out.
- Power BI
- Tableau
- SQL
- Dashboard design
06
Revenue, Pricing & Yield
Connecting demand, price, and the plan.
- Pricing analysis
- Dynamic pricing concepts
- Yield management
- Demand analysis
07
AI & Finance Automation
Applied with the controls still on.
- AI-assisted FP&A
- AI financial analysis
- Automated management reporting
- AI-assisted forecasting
08
Executive Decision Support
Accounting + financial + operational + market data → a recommendation.
- Performance narratives
- Driver-based explanations
- Capital allocation analysis
- Scenario recommendations
03Selected work
Finance problems, solved with finance, data, and systems.
CS-01Case study
Designing a new budgeting platform to replace spreadsheet budgeting
Replacing emailed workbooks with one planning environment built on historical actuals, department submissions, and approval workflows.
- FP&A
- Finance Transformation
- AI-assisted development
CS-02Case study
One management environment for finance, attendance, labor, and operations
Bringing the general ledger together with the operating data that explains it, so leadership stops reconciling reports and starts discussing them.
- Business Intelligence
- Financial Systems
- Executive Decision Support
CS-04Case study
Building a ticketing revenue model: price, product mix, and bundled products
A model that shows how a change to price or product flows through attendance, realized revenue per guest, and the revenue plan — before the change is made.
- Revenue & Yield Strategy
- FP&A
- Accounting rigor
04AI + Finance
“AI should not replace accounting discipline. It should amplify it.”
I use AI every week — to analyze, to draft, and to build the tools my team uses. I also spent years as an Assistant Controller, which is why I think about it the way I think about any new process: what could go wrong, who reviews it, and how would we know.
Accounting knowledge
AI can draft a journal entry. Someone still has to know whether it is the right one.
Controls
Automated preparation, human approval. Segregation of duties does not disappear because the preparer is software.
Data quality
A model is only as reliable as the ledger and source data beneath it. Reconcile first.
Governance
Know which data goes where, what is retained, and who is accountable for the output.
Financial judgment
AI is good at finding patterns. Deciding which ones matter to the business is still a finance job.
Human review
Every AI-assisted number that leaves finance has a named person who reviewed it.
05Experience
Two decades across accounting, controllership, and FP&A.
- 2026 – PresentFinance Manager, Finance Analytics & AISpace Needle & Chihuly Garden and Glass
- 2021 – 2026Financial Planning & Analysis ManagerSpace Needle & Chihuly Garden and Glass
- 2017 – 2021Assistant ControllerSpace Needle & Chihuly Garden and Glass
- 2013 – 2017Senior AccountantCar Toys, Inc. / Wireless Advocates
- 2013 – 2013Senior AccountantRestaurants Unlimited, Inc.
- 2005 – 2013Accounting ManagerT Customs Broker, Inc.
Contact
Modernizing finance without loosening what makes it right?
I welcome conversations with finance leaders, executive recruiters, and organizations working on accounting, FP&A, and finance transformation.