Accounting Management

james nelson, cpa

*** **** **** ***** ~ Salt Lake City, UT 84117

Cellular 801-***-**** ~ **********@*****.***

Accomplishments

. Instrumental in growing a start-up company from 6 employees to 250

employees in 12 months. Implemented all accounting processes and

managed all accounting functions to facilitate rapid growth.

. Evaluated all aspects of a company's financials and recommended

revenue enhancements and cost savings. As a result the company

realized a 20% increase in earnings.

. Received "President's Award" for outstanding performance 8 years in a

row.

. Developed ratio and cost analysis to compare company performance with

prior periods and to peer groups. The analysis resulted in significant

improvement in decision making and identifying potential problems in

advance.

. Evaluated vendor contracts and recommended changes to management. One

recommendation alone resulted in savings of over $50,000 per year.

. Prepared all reports and schedules for the annual audit and for the

bank's State and Federal audits. No exceptions were noted by the

outside auditors or by the government agencies.

. Developed and prepared the board financial package and presented the

information to the Board of Directors on a monthly basis.

. Successfully managed an accounting staff of 15 employees.

. Prepared operating procedures for a large company with 2 divisions.

The process resulting in streamlining procedures between the 2

divisions and resulted in significant time and cost savings.

. Experienced in strategic planning, budgeting, financial analysis, GAAP

compliance, reporting, controllership, accounting procedures, business

plans, management, and computer applications.

Strengths

. Innovative: Always looking at existing situations, identifying needs

and creating new and more effective solutions.

. Detail Oriented: Attention to detail that produces accurate accounting

information and quality outcomes.

. Analytical: Ability to evaluate results, identify potential areas of

concern and recommend solutions.

. Reliable: Can be relied on to exceed expectations and to produce

accurate accounting information.

. Knowledge: In depth knowledge of accounting standards and processes.

. Strategic: Adept at streamlining financial processes, enhancing

productivity levels, introducing process improvements, and

implementing technology solutions.

. Education: Continuous through formal and informal opportunities, to

continue to find and utilize fresh ideas for improved results.

. Positive Attitude: Dedicated to finding solutions and achieving goals

and objectives.

. Effective Communicator: Convey accurate and clear objectives and

results to employees, management, Board of Directors, regulators,

vendors, investors and other third parties.

Experience

. President, CJ Advisors, Inc. Delivered financial and business

consulting services to small and medium sized businesses. Managed

accounting, finance, and strategic planning initiatives for clients.

Evaluated and prepared operating procedures to streamline accounting

processes to achieve cost savings. Formulated business plans and

established policies and procedures for clients. Assisted clients in

all aspects of financial management-data entry, tax preparation and

consulting, reporting, financial analysis, cash flow, ratio and trend

analysis, and management consultations.

. CFO, Wasatch Bank Proposed. Developed and prepared the business plan

for the new proposed bank. Established policies and procedures in

accordance with FDIC guidelines. Directed accounting, financial

reporting, pro formas, and financial modeling. Created and presented

information to the Board of Directors. Assessed vendor contracts and

proposals, which maximized service while reducing costs. Advised Board

members and the CEO regarding potential business mergers and

acquisitions.

. Controller, Proficio Bank. Executed all aspects of financial

management, accounting, and cash flow management. Spearheaded the

development of monthly, quarterly, and annual financial statements

that aided in business decision-making processes. Directed accounting

functions involving general ledger activity, accounts receivable,

accounts payable, payroll, and budget management. Prepared budgets,

financial modeling, and financial analysis. Formulated ratio, trend,

and cost analysis to evaluate performance.

. Controller, Bear Stearns Residential Mortgage Corp. Selected to serve

on a team responsible for establishing a mortgage division for Bear

Stearns. Implemented the financial and operational infrastructure

within the new division. Created management reports and metrics to

evaluate business goals and objectives. Developed projections and

forecasts to manage cash flow and fuel expansion efforts.

. CFO, Axess Group. Incorporated several companies and prepared all

documentation for each entity. Innovated a new product line and

successfully sold the product to a group of investors. Played a key

role in all aspects of mergers, acquisitions, and start-ups, which

included performing due diligence and making viable business

recommendations. Directed all accounting functions within the

companies.

Early Career

Chief Financial Officer - OnePipeline, Inc., Salt Lake City, UT

Controller / Vice President-Finance - Crossland Mortgage Company, Salt Lake

City, UT

Senior Accountant - Deloitte and Touche, Salt Lake City, UT

Education & Credentials

Bachelor of Science in Accounting

University of Utah, Salt Lake City, UT

CPA license in Utah

Affiliations

Utah Association of Certified Public Accountants

American Institute of Certified Public Accountants

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