Jaime Campbell, CPA, CGMA, MBA, CTT, MCT

*** **** **** *******, ***** 107 #227 Rock Hill, SC 29730

704-***-****

acfwzh@r.postjobfree.com

Accounting Strategist & Technology Guru:

Outsourced CFO & Controller, Cash Flow Forecaster, Entrepreneur Consultant

2011 – Present

TIER ONE SERVICES, LLC

Lawrenceville, NJ and Rock Hill, SC

A small management accounting firm providing virtual CFO and controller services to small

businesses across the country.

Chief Financial Officer

Evolved the company from an IT services startup into a management accounting startup, launching

new lines of service, hiring billable practitioners and an administrative assistant, establishing strategic

relationships, referral sources and marketing channels, and earning the business of small, dramatically

growing enterprises from coast to coast.

My contributions have been in three main areas:

Executive financial leadership including funding strategies, internal financial modeling, budgeting,

and cash flow forecasting, financial reporting and analysis, strategic alliances, business development,

internal controls, and contract oversight and negotiation

Practitioner management including hiring and supervising a 3-person accounting team, managing

engagements, training finance and accounting team, designing compensation structure, executing

payroll and employee benefits

Engagement fulfillment including financial modeling, accounting system conversions,

entrepreneurship development programs, personal financial coaching, and QuickBooks and Excel

training

The achievements I’m most proud of include:

Creating a suite of forward-looking finance tools for management including a dynamic financial

model, executive dashboard, rolling budget, live cash flow forecast, and ad hoc analysis.

Redesigning a client’s dynamic cash flow forecast model to include the ability to manage internal

budgeting for 4 departments. Trained the client’s VP Finance and a Tier One Services Controller

Consultant on the advanced Excel techniques and programming used in the model.

Providing CFO and Controller services to transforming a client’s business from a struggling

operation into a financially sustainable enterprise. We created strategic alliances, repackaged and

repriced the core product offering, created an executive dashboard, implemented more accurate

accounting procedures, redesigned the employee compensation model, and strategically grew the

staff. The company’s monthly revenues have increased by 2-4x and expenses have stabilized.

Training my team on advanced accounting and technology techniques to help clients find lost cash.

My team identified checks cashed twice by a vendor, uncollected receivables buried in the records,

and savings opportunities.

Jaime Campbell, CPA, CGMA, MBA, CTT, MCT – 2

2003 - 2013

BARTOLOMEI PUCCIARELLI, LLC

(Merged into Hill, Barth, and King in November ’13)

Lawrenceville, NJ

Director of Specialized Services

Starting out in 2003 as an Accountant with traditional duties including income tax, payroll tax, sales

tax, bookkeeping, audits, compilations, and reviews, I earned a promotion a few years later to Senior

Accountant. I worked with both for-profit and not-for-profit companies. My not-for-profit work

included conducting independent audits and consulting on budgeting, use of technology, and

accounting principles and practices in accordance with GAAP.

Over time, I developed a special niche in accounting technologies and, with the firm’s support, earned

certifications in the Microsoft Office suite, including Certified Excel Expert. I then became a Microsoft

Certified Trainer, Certified Technical Trainer and Certified QuickBooks Professional Advisor.

During this stage of my career I negotiated a great deal of independence within the firm and developed

new lines of business including financial statement modeling, social media technology consulting,

QuickBooks consulting, and QuickBooks and Excel training.

After I negotiated a promotion and creation of a brand-new role that we called Director of Specialized

Services, I brought in more business and managed relationships while continuing to expand my

professional skillset. Ultimately, I led outsourced accounting teams and was engaged for client

teambuilding, accounting process consulting, and sophisticated financial modeling work as well as

special projects that required much more creativity than traditional CPA work.

My favorite projects included:

Creating financial statement models and cap tables which raised $20M, $4M, $3.5M, and more

Accelerating completion of repetitive projects for multiple clients by an average of 60% with

redesigned Excel-based budgeting and pricing tools

Conducting analysis for a medical practice to reveal practitioner profitability, wasted time, and

missed revenue opportunities ready to be reclaimed

Redesigning a client’s accounting system to reveal $20K of employee fraud

Saving a client $15K/year by converting them to QuickBooks and training the team

2008-2011

PRINCETON ADULT SCHOOL

Princeton, NJ

Business Technology Instructor

Through this very popular community program, I taught hands-on courses in QuickBooks, Excel,

Word, and PowerPoint to professionals and entrepreneurs. The intermediate and advanced QuickBooks

courses included PivotTables, PowerPivot, VLOOKUP, macros, Visual Basic for Applications (VBA),

form controls, and more.

Jaime Campbell, CPA, CGMA, MBA, CTT, MCT – 3

2008 - 2009

KEAN UNIVERSITY

Toms River, NJ and Union, NJ

Adjunct Professor

Taught graduate and undergraduate accounting coursework: “Computerized Financial Systems and

Procedures” and “Financial Accounting.” Despite a rigorous, self-designed curriculum and testing,

most students in both classes earned an A due to attaining mastery in their topics. We created an

engaged, positive atmosphere with a great deal of support, opportunities to succeed, innovative

learning methods, and high standards.

2001-2002

BARTLE SCHOOL

Highland Park, NJ

Vocal Music Specialist

After successfully proposing a school-wide schedule redesign to optimize Special Area learning, I

expanded the chorus to increased participation from approximately 30 to 200 members. I also

instituted the school’s first auditioned vocal ensemble, which featured eight young people singing

music in three- and four-part harmony far above their grade levels.

I expanded the curriculum from singing and listening to include composing, writing, reading, body

percussion, rhythmic chants, rhythmic harmony, and authentic music from various world cultures

including China and Ghana.

1998-2001

PLEASANT HILL ELEMENTARY SCHOOL

Kissimmee, FL

Music Specialist

Although I didn’t realize it at the time, this is where I first learned entrepreneurial leadership. I

developed new, original music programs and taught over 1,500 children to create, listen, read,

compose, improvise, and perform music. I also held the school’s first Drum-a-Thon to purchase new

drums from around the world.

In my first experience with influence and market interruption, I was the catalyst for the dramatic

improvement in the quality of two high-visibility county choral programs.

During this time, I also gained my first experiences with large-impact programs and leadership

collaboration. I co-conducted the Orlando Children’s Chorus, which was the feature choir for Disney

World’s World Largest Concert during the late nineties.

Jaime Campbell, CPA, CGMA, MBA, CTT, MCT – 4

Selection of Professional Appointments and Distinctions

CP“A-List,” New Jersey Society of Certified Public Accountants (NJSCPA)

Director, Board of the Minority Scholarship Foundation, South Carolina

Director, Board of the York County Professional Businesswomen’s Association, South Carolina

Woman of Note, NJSCPA, for making a “significant impact on the accounting profession”

Officer, NJSCPA Mercer County Chapter Board of Directors

Permanent Technology Speaker, NJ Society of CPAs Mercer County Chapter

Guest Lecturer, Rutgers University, “Accounting for Entrepreneurs”

Coach, Landmark Education Self-Expression and Leadership Program

Selection of Speaking Engagements

“What’s New, Cool, and Relocated in Office 2013,” NJ Accounting, Business, & Technology Show

“Business Intelligence with QuickBooks,” national webinar

“The Contribution of Finance to the Business Ecosystem,” national webinar

“Technology Boot Camp,” NJ Society of CPAs annual convention

“QuickBooks para negocios pequeños,” New Jersey Small Business Development Center

“Cloud Computing and Data Security,” New Jersey Accounting, Business, & Technology Show

“Office 2010 and Paperless Office for CPAs,” CPA Marketing Genius national conference

“Paperless Office,” New Jersey Society of CPAs annual convention

Selection of Publications

COMING SOON! “Digital Soft Skills,” New Jersey CPA magazine, coming out Fall 2014

QuickBooks Enterprise Edition 12.0 Cookbook for Experts, Packt Publications

“The Evolution of Employee Tech Policies,” New Jersey CPA magazine

“Remote Access and Office 2010,” New Jersey Business magazine

“Doing Business Virtually,” Burlington County Chamber of Commerce magazine

“How Do You Use Social Media to Network?” New Jersey Society of CPAs

“Excel for Reviewers,” New Jersey CPA magazine

Education and Certifications

Master of Business Administration Rutgers Business School

Bachelor of Music Education, magna cum laude Florida State University

Certified Public Accountant

Chartered Global Management Accountant

Certified Microsoft Master: Excel Expert, Word Expert, PowerPoint Specialist, Outlook Specialist

Microsoft Certified Trainer, Certified Technical Trainer

Certified QuickBooks Professional Advisor, est. 2006-2011

Languages

Spanish, Advanced Mandarin Chinese, Basic American Braille, Intermediate

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