avatar

James - Cheyenne, WY

Bachelors, Accounting

4.8 
1 
Reviews

Expertise as a Business Advisor

Paro logo

Service Lines

Financial Planning & Analysis (FP&A)
Chief Financial Officer (CFO)
Full Charge Bookkeeping
CPA/Accounting Advisory

Certifications

Certified Public Accountant (CPA)
Other

Availability

26.40 hrs / wk (this month)
80.00 hrs / wk (next month)

Top Industries

  • Accounting Firm

  • Non-Profit Organization Management

  • Mental Health Care

Top Skills

  • Financial Analysis

  • Financial Modeling

  • Financial Reporting

  • Financial Statement Analysis

  • Forecasting

Top Softwares

  • Bill.com

  • MS Excel

  • Quickbooks (online)

  • Tableau

  • TransactionPro

Work Experience

Title: 

Audit Manager

Dates Worked: 

January 2005 - December 2006

Accomplishments:

Eventually formed my own audit practice from the clients I worked with at this firm. Mr. Kelsey helped my skills grow tremendously and gave me an incredible opportunity to create my own firm. He previously worked for one of the BIG 4 as they were called at the time and had a wealth of knowledge that he imparted to me.


Title: 

Director of Audit and Attest Services

Dates Worked: 

December 2011 - February 2016

Accomplishments:

I was the Director of Assurance for this regional firm, with offices in three cities across two states.

Software Used: 

CCH Engagement, Bill.com, CCH Prosystem fx, MS Excel, PowerPoint, QuickBooks (desktop), Quickbooks (online), Quicken, Sage 50, SuraLink, Thomson Reuters, TransactionPro, Tsheets tracking

Skills Used: 

Accounts Receivable, Auditing, Audit Schedules, External audit, Government Audit, Non-Profit Audit, Single Audit, Preparing audit work papers, Audits, Payroll, Payroll Liabilities, Payroll Taxes, Payroll Tax Filings, Bookkeeping, Full Charge Bookkeeping, Historic clean up of books, Initial set up of books, Accounting Software, Accounts Payable, Accounting Principles, Accounting Processes, Aging Reports, Accounting Information Systems, Accuracy, Account Reconciliation, Attention To Detail, Balance Sheets, Bank Deposits, Bank Reconciliations, Cash Flow Budgeting, Cash Receipts, Budget Variance Analysis, Bill Payment, Budgets, Brainstorming, Cash flow management, chart of accounts, Check Runs, Comparative Analysis, Compensation analysis, Financial Analysis, Management Financial Consulting, Financial Management, Evaluate revenue recognition , Expense Reimbusement, Workers Compensation, Transition accounting software , Review financials with Management, Review Bookkeeper work, Data Collection, Dashboarding, Cost Accounting, Organization, Negotiating, Ms Word, Petty Cash, Reporting, Traditional Budgeting, Training, Benchmarking, Debt Management, Debt restructuring, Financial Consulting, Financial Modeling, Due diligence, Depreciation, Debt Financing, Financial Statement Analysis, Controller, Financial Planning & Analysis, Forecasting, Financial Reporting, Fixed Assets, Full Cycle Month-End Close, Fund Accounting, Full Cycle Year-End Close, Government Grants, Grant Accounting

Industries Covered: 

Accounting Firm

Schedule Time with Us