Get to know our experts.
The people behind our work are what set us apart. Learn more about the experience, perspective, and personality each team member brings to the table.
Angelita Geraldez, CPA, AFA
Assistant Fractional Controller
Angelita is an Assistant Controller at TFG. In her role, she supports clients by maintaining accurate and organized financial records, ensuring all accounts are properly reconciled and supported. She provides real-time financial data to aid decision-making, keeps books clean and audit-ready, and helps identify discrepancies early to ensure smooth, compliant financial operations. A Certified Public Accountant (CPA) and Accredited Financial Analyst (AFA), she brings both precision and insight to her work.
What she enjoys most about her role is helping clients make sense of their financial data and seeing how clean, accurate books can empower better decisions. She finds satisfaction in solving problems, streamlining processes, and knowing that her work contributes to clients’ growth and stability.
Outside of work, Angelita finds joy in slow mornings, good tea, and discovering peaceful spots that offer a break from the busy week.
Follow on Linkedin Special Skills
Financial Reporting and Reconciliation
Maintains accurate, organized financial records and ensures all accounts are properly reconciled and audit-ready.
Data-Driven Decision Support
Delivers real-time financial insights to guide informed business decisions and enhance strategic clarity.
Process Optimization and Compliance
Identifies discrepancies early, streamlines accounting workflows, and ensures compliance with financial standards.
Analytical and Problem-Solving Expertise
Applies CPA and AFA credentials to analyze data, resolve issues efficiently, and support clients’ financial growth and stability.
