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Microsoft Office Information Technology

Texas, United States
August 28, 2018

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James J. Hutchinson III, MBA

Cell: 832-***-**** • E-Mail:

P a g e 1 3

My name is James Hutchinson III and I am a 2006 M.B.A. graduate from Florida Agricultural and Mechanical University. I am interested in your financial position in which my extensive skills in the areas of business management, government budget reporting, financial accounting analysis, tax analysis, and audit can bring value to your organization. As Deputy Assistant Director for the City of Houston Finance Department I oversaw all current Houston Centralized Operating Budgets as an Hybrid CFO (Houston Fire, Houston Information Technology and Houston Fleet Management) for departments to make recommendations to each Centralized Department Director, Executive Management and Elected Officials. This role oversees fourteen positions. My main duties provided each department with technical assistance, undertake in-depth confidential financial analysis, confirm transition matrix between current Incremental Base Budgeting structure to Outcome Base Budgeting, and to provide independent contract analysis as necessary. Additionally, I resided over the overall City of Houston Citywide Energy Management operations (Electricity and Natural Gas) and conducted financial modeling for three of COH Electricity and Natural Gas contracts approved by City Council. My Energy team produces citywide operating budget projections, alternative Green Energy recommendations to Mayor’s office, energy contract scenario based modeling, Energy MW and MMBTu consumption forecasting and spend reports for each fiscal year.

Before my promotion I was a Division Manager within the same division of Finance Financial Planning and Analysis. I was tasked with supervising citywide budget analyst in the coordination, implementation and operation of the Monthly Operational Finance Report, Annual Budget process and the Five Year Forecast. Additionally, I was tasked with providing in-depth confidential financial analysis to Department Directors, Executive Management and Elected Officials. Prior to COH I worked with Florida Department of Revenue (Houston Satellite Office) as a Senior Tax Auditor. I performed audits on companies that do business in Florida with corporate headquarters in Texas and Louisiana. My main job responsibility was to examine and verify the accuracy of Sale and Use Tax, Corporate Income Tax and Communication Service Tax through financial records and tax returns.

Additionally, I served as an Associate Director for Caballero & Company LLP. This company is a CPA firm that specializes in financial management services for the federal government's public housing sector; their primary client is the Department of Housing Urban Development. My main responsibilities were to oversee site contract operations (contract directives and staff) when the principle partners were not on location; the primary contract that I worked with was the Housing Authority of New Orleans. Under this contract, the firm’s primary directive was to oversee the Finance division’s day-to-day operations. I served as the interim controller and managed a staff of fourteen employees. I approved all monthly financial statements and managed the department’s day- to-day operations. It was also my responsibility to review and approve all monthly income statements and budgets for the mixed finance capital projects. Additionally, I worked with all executive level officers to generate over twenty different fiscal budgets each year that ranged between $3-42 million each.

I also have work experience with two Fortune 500 companies working with International Paper and Entergy Corporation. Throughout my carrier I have had the opportunity to work with several accounting software packages which includes SAP, Yardi, CCS and Quick Books. I am Lean Six Sigma certified. Under all of my positions I have worked with Microsoft Office 2003, 2007 and 2010. I have advanced knowledge in using Microsoft Office Word and Excel programs. I have been fortunate throughout my experiences to have earned the confidence of those I have worked with, including CEOs, executive officers, and community officials. My success may be best attributed to my ability to develop productive, team-based organizational relationships, and prioritize tasks to accomplish organizational missions and goals.

Please feel free to contact me via phone or email at your convenience for any further information needed. Thank you for your time and consideration.


James J. Hutchinson III

Resume Attached

James J. Hutchinson III, MBA

Cell: 832-***-**** • E-Mail: P a g e 2 3

FINANCE/BUSINESS SKILLS: Significant experience in the development of detailed financial schedules such as operation accounting, budgets, income statements, balance sheets and long-range forecasts. Solid experience in analyzing financial, tax and market data to forecast financial performance.

PROFESSIONALISM: Computer skills include Microsoft Office, SAP, Yardi, CCS, Quick Books, Visio and Lean Six Sigma Certified


FLORIDA A&M UNIVERSITY; Tallahassee, Florida

Joint Master of Business Administration & Bachelor of Science Degree; August 2006 Honors: National Dean’s List Honors Society (2004) and Florida A&M University Dean’s List (2001, 2003, 2004) Volunteer: Second Harvest Food Bank, March of Dimes, Relay for Life (Sponsored by the American Cancer Society) Member: American Marketing Association, improve Golden Key National Honor Society, Florida A&M Alumni Assoc. EXPERIENCE



Served as City of Houston consolidated finance departments Hybrid Chief Financial Officer

Oversaw City of Houston consolidated departments operation budgets for Houston Fire Department, Houston Information Technology Services, Fleet Management Department and Houston Energy Management; served as lead financial advisor for each Director

Worked with Department Directors to monitor departmental financial operations to ensure effective coordination, information flow and policy compliance

Developed and recommend plans, policies and programs designed to improve departmental and City-Wide chargeback model

Authorized and comprised the City of Houston, Houston Information Technology Services, Fleet Management Department and Houston Energy Management annual department budgets and City-Wide chargeback allocations

Directed and coordinated the implementation of policies and procedures in compliance with City Charter and ordinance requirements for the financial management, budget and accounting processes.

Published accounting and financial statements and reports. Ensured statements and reports reflected current and future events and progress of the department

Oversaw Ad-hoc reports within all consolidated departments and the Finance department; made recommendations as needed for Directors, Executive Management and Elected Officials

Conducted financial presentations to City Council as needed for the Houston Fire Department, Houston Information Technology Services and Fleet Management Department

Served as lead Financial advisor to Fire Chief for the current Houston Fire Department Collective Bargaining Agreement

Oversaw COH Electricity, Fuel and Natural Gas contract and forecast spend; authorized financial modeling for the COH Solar Energy twenty year contract, Electricity Renewable Energy Credits and provided Fuel long range scenario based forecast.


Supervised FP&A budget analysts in the coordination, budget formulation, implementation, administration and operation of the Annual Operating Budget process, including the Five Year Forecast and Budget Priorities, Policies & Strategies

Engaged with City of Houston decentralized departments Executive Management to confirm financial day-to-day financial operations

Developed and implement long range financial planning and forecast models for City of Houston major revenue and expenditure sources

Analyzed current market and historical trend data to assure operating budget impact

Verified and approved operational funding within Finance department for all City of Houston contracts that requires City Council approval

Provided technical assistance and undertake in-depth confidential financial analysis to various departments as necessary FLORIDA DEPARTMENT OF REVENUE – HOUSTON, TEXAS SATELLITE OFFICE SENIOR TAX AUDITOR; FEBRUARY 2010 to February2014

Determined business firms sales tax and use liability according to prescribed Florida laws, statues and regulations

Conducted audits in compliance with Generally Accepted Auditing Standards and division requirements James J. Hutchinson III, MBA

Cell: 832-***-**** • E-Mail: P a g e 3 3

Compiled financial spreadsheets, audit notes, and analyses, which meet established standard policy requirements and procedures of Sales and Use Tax Code

Observed, compare, and review financial records of businesses to determine compliance of Sales and Use Tax Code

Examined and verified accuracy of companies compliance through financial records such as invoices, sales and expense journals, general ledgers, bank statements and federal returns CABALLERO & COMPANY LLP. CERTIFIED PUBLIC ACCOUNTANTS (CONTRACTOR TO U.S. DEPARTMENT OF HOUSING URBAN DEVELOPMENT) – Coral Gables, Florida

Associate Director; October 2006 to February 2010

Site Location New Orleans, LA

Supervised all Caballero & Company employees on location from 2008 to 2010

Conducted agency wide training implementation of H.U.D. asset management budget restructured model

Generated the Housing Authority of New Orleans agency-wide asset management fiscal budgets

Supervised all mixed finance accountant day-to-day operations

Approved all monthly financial statements for clients mixed finance capital projects

Authorized and approved all PHA expenses to the proper account strand for disbursement for the Housing Authority of New Orleans

Executed 901 fungibility funds management strategy in accordance with H.U.D. regulations and standards Site Location Baton Rouge, LA

Generated fund grant applications for East Baton Rouge Housing Authority new mixed finance projects

Identified possible funding sources and uses for new mixed finance development projects

Developed cost structure models for new mixed finance development projects Site Location Orlando, FL

Conducted forensic audits for two mixed finance projects for Orlando Housing Authority

Performed root cause analysis on distorted financial data to determine allocation errors

Created new fund reclassification for clients compliance with H.U.D. regulations and standards Site Location San Antonio, TX

Examined prior year Section 8 program utilization reports for San Antonio Housing Authority SEMAP certification and lease up processes

Provided process improvement recommendations for all SEMAP sections that did not receive adequate scores from H.U.D. evaluation

INTERNATIONAL PAPER - Memphis, Tennessee

Financial Analyst / Intern; May 2005 to December 2005

Managed all Accounts Payable invoices with credit discrepancies for the International Distribution Ocean Freight division

Created case option a new Ocean Freight payment system for the Director of Finance

Evaluated transportation requirements, rates, and routes for the 2005 fiscal year contract period

Prepared spreadsheets, graphs and other relevant financial documents as needed ENTERGY CORPORATION - New Orleans, Louisiana

Budget Analyst / Intern; May 2004 to August 2004

Modeled and managed 2004 fiscal year Operations and Maintenance budget for the Gas Division

Maintained detailed database of real estate owned by company

Proposed strategies to maximize revenue earned from real estate

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