JAMES N. LEWIS, FCCA, CPA (N PUBLIC PRACTICE)

OT

Phone: 302-***-**** E-mail: ab6ym6@r.postjobfree.com

Managerial Accounting Professional

PROFILE

Offering 20+ years of solid domestic and international finance and accounting experience, with consistent

results in achieving fiscal and organizational objectives. Talent for defining and resolving discrepancies to

avoid unnecessary cost expenditures and a strong leader who excels in training and directing top-

performing teams. Possess the ability to effectively establish and manage key relationships with decision

makers and strategic partners, plus a strong working knowledge of U.S. GAAP, and familiarity with IFRS.

Project Management • Financial & SEC Reporting • Team Leadership • Income Statement Management

Financial/Cost Controls • Cash Flow Management • Variance Reporting • Regulatory Compliance

• P&L Analysis • Budget Allocation/Administration

KEY ACHIEVEMENTS

Drastically reduced production cycle schedules by over 11% resulting in earlier SEC filings.

Reduced monthly close process time by 40% or 2 days.

Increased the number of tax clients by 10% in one year.

Generated cost savings of over 5% by decreasing the number of financial drafts to clients.

In the absence of assigned manager, strategically planned and coordinated the reporting cycle for

additional 19 financial statements and met internal reporting and SEC filing deadlines.

Played an integral role in developing the Business Assessment Project, with targeted marketing to

Fortune 1000 companies.

CAREER BACKGROUND

LEWMACK ASSOCIATES, Magnolia, DE 2012-Present

Accounting Manager

Processing monthly accounting data; generating financial statements; preparing and filing regulatory

reports; preparing and filing individual and business taxes for various small business clients.

PATS AIRCRAFT SYSTEMS, Georgetown, DE 2010-2012

Assistant Controller

Performed month-end closing tasks as well as preparation and review of Balance Sheet

Reconciliations, WIP schedules and related GL entries for compliance with GAAP;

Prepared routine financial reports and ad-hoc reports for operational review and decision-making;

Filed quarterly and annual Regulatory Compliance data

Provided management financial reports and analyses;

Recommended corrective actions to improve profitability and efficiency;

Ensured that finance policies and procedures were implemented and complied with GAAP;

Supervised AP function in the performance of the tasks supporting the reporting of financial and

operational data

BNY MELLON ASSET SERVICES. Wilmington, DE 2006-2009

Financial Reporting Manager

Contributed dynamic leadership skills toward managing 9-member team, with strong focus on

optimizing productivity, efficiency and performance

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JAMES N. LEWIS, FCCA, CPA (NOT IN PUBLIC PRACTICE)

Proactively built and established key relationships and liaised effectively with senior management, staff,

clients, fund financial officers, counsel and independent auditors

Relied upon to lend expertise in finance and accounting toward drafting quarterly, semi-annual and

annual shareholder reports, ensuring critical compliance with GAAP, and SOX 404 for filing with SEC

Proficiently managed funds of moderate complexity and volume

Promptly addressed client complaints within 1 day in direct partnership with the Vice President,

directly resulting in strengthening key client relationships

RELEVANTE INC., Media, PA 2005-2006

Associate

Proactively supported clients in the preparation of 10-K and 10-Q reports for SEC filing.

Exhibited solid communication and interpersonal relation skills toward liaising with company’s

customers to build relationships and leverage long-term opportunities.

Collaborated with internal team to design, test and implement consulting products and services to

establish untapped markets for new clients.

ROBERT HALF FINANCE & ACCOUNTING, New York City, NY 2004-2005

Senior Accounting Consultant

Demonstrated leadership qualities in overseeing broad range of financial activities for various New

York City area clients.

Applied accounting knowledge and experience toward managing A/P, A/R, general ledger accounts,

prepared journal entries, and schedules 10-K and 10-Q filing

Conducted comprehensive review and analysis of documents to ensure regulatory compliance;

eliminated penalties by facilitating on-time Federal and State regulatory filings.

Maximized productivity and efficiency, and reduced cash collection time by over 50% through the

computerization of client’s billing system.

REALITY MASTERS INC., Brooklyn, NY 2001-2003

Controller

Steered financial reporting, business planning, fiscal monitoring and general accounting functions,

demonstrating exceptional multitasking and prioritizing abilities in achieving goals and timelines.

Cost-effectively allocated, administered, and controlled budgets.

Expanded business opportunities by forging key relationships with firm clients and prospects.

Prior International Experience

Controller - MECHALA GROUP LIMITED, Kingston, JA

Controller - CVM TELEVISION, Kingston, JA

Chief Accountant - PKC ADVERTISING, Kingston, JA

Staff Accountant - Price Waterhouse Coopers, Kingston, JA

EDUCATION & CERTIFICATIONS

Pursuing M.S. degree in Accounting, – Keller/Devry Graduate School of Management

BS. Accounting, (Summa cum Laude) – Strayer University, Delaware, 2013

Certified Public Accountant – Delaware, 2006

Fellow Chartered & Certified Accountant (FCCA) - Association of Certified Chartered Accountants, UK

TECHNICAL SKILLS

Oracle; Hyperion Essbase; SAP; ACCPAC Plus; Microsoft Office; QuickBooks; Macola 7; Sage 500 ERP

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants

Delaware Society of Certified Public Accountants

Contact this candidate