Management Professional Experience

JAMES WINSLOW KELLY

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**** *** **** ** *******, TX 77063-4549 281-***-**** PROFESSIONAL EXPERIENCE

Mark R. Riley, P. C. – Analyst; Houston, TX January 2015 – Present

Work directly with principal assisting with transaction related tasks including full cycle accounting for various entities owned by clients

Manually manage QuickBooks registers/accounts as well as prepare and file State & Federal Tax forms to effectively mitigate entity risk

Create databases to establish evidentiary links within Access and Excel to build connections between related pieces of critical information, and other more standard actions associated with litigation preparation specifically regarding production and discovery The Retail Connection LP – Analyst; Houston, TX September 2014 – January 2015

Worked in general brokerage, focusing on landlord representation and tenant representation of national retail and restaurant clients

Serviced the company’s portfolios by providing clients with research and analysis on local market and demographic trends

Built drive books for Starbucks, Jersey Mike’s, and Chase Bank that included detailed overall market analysis, sub-market analysis, demographic information, and pro forma for various sites that our broker had selected for the upcoming client tours CONSULTING EXPERIENCE _

Houston EB-5 LLC–Financial Analysis/Immigration Investment; Houston, TX October 2015

Built senior housing feasibility analysis report including model of potential development based off lot size and property characteristics

Pro forma was constructed with help from client’s financial analyst whom I worked closely with after scoping the engagement with the chief investment officer, managing director, and director of China as the firm seeks to secure EB-5 immigration investment from China Building Renovation Solutions, LLC–Financial Analysis/Immigration Investment; Houston, TX August 2015

Built business plan and five year financial projections of client’s business which remodels and flips residential properties in Houston

15 page business plan included investor visa compliance information and pro formas of profit and loss and cash flow statements

Client needed business plan as a piece of potential investor’s visa application through the U.S E-2 immigration investment program Radiant Industrial Solutions LLC– Investor Relations/Business Development; Houston, TX July 2015

Prepared investment packages for solicitation of an equity partner in support of company’s capital raise which began in Q1 of 2015

Actively participated in soliciting and vetting potential investment partners sourced from managed relationships in China

Created company financials and revenue growth models used for sales execution planning, debt scheduling, and cash flow projections

Company successfully recapitalized with a $5MM investment on July 22nd 2015 and is currently expanding into international markets HLA Data Systems LLC– Investor Relations/Business Development; Houston, TX March 2015

Worked directly with CEO to prepare investor materials, solicitation messaging and industry analysis in conjunction with capital raise to acquire assets of a software company (mTilda) that develops transplantation laboratory management software

Increased PowerPoint & Excel proficiency through the creation of investor slide deck and financial models which were utilized by partners during investment opportunity presentation to the Houston Angel Network

Entity successfully acquired assets and restructured company with $1.5MM investment on March 31st 2015 and is currently positioned for growth and market penetration through the strategic adoption of next-gen sequencing technologies within HLA laboratories INTERNSHIP EXPERIENCE

Patara Oil & Gas LLC – Business Development Intern; Houston, TX Summer 2012

Assisted finance division by creating public information books, term sheets, and financial models for scenario analysis

Worked closely with VP and C-level managers to negotiate short/long-term contracts with major industrial gas company to monetize vented helium produced at Patara’s gas processing plant in Moab, UT

Researched domestic and international helium industry and the changing legislation surrounding the world’s largest helium reserve in Amarillo, TX to better understand key drivers of global micro/macroeconomic trends

Presented research findings, analysis and recommendations to management summarizing Patara’s current helium business and action plan for ST/LT strategic business solutions

PricewaterhouseCoopers LLP – Risk Assurance Intern; Houston, TX Summer 2011

Performed Oracle user access control testing by assisting PwC associates with walkthroughs of Oracle user access environment to gain comfort around design effectiveness of IT infrastructure

Worked with client during ERP pre-implementation of SAP from Oracle assessing all relevant interfaces on network systems

Assisted with SAP configurable controls testing by taking screenshot evidence from the system and documenting work performed

Attended multiple training seminars including a week-long trip to Atlanta for training on PwC specific auditing procedures, documentation, IT general controls (ITGC’c), as well as process risk & assurance with the Assurance practice ACADEMIC LEADERSHIP & HONORS _

The University of Texas at Austin Bachelor of Business Administration, Management December 2012 Track: Consulting & Change Management

Minors: Management of Information Systems & Psychology Alpha Lambda Delta & Phi Eta Sigma Honor Societies - Member Fall 2010 - Fall 2012 Liberal Arts & Business Dean’s Honor List Fall 2009 - Spring 2011 Texas Alpha Tau Omega Fraternity - Chaplain, Secretary, Executive Board Member Fall 2009 - Fall 2012 University Securities & Investment Team - Fund Analyst Spring 2011 - Fall 2012 ADDITIONAL INFORMATION

University Organizations: USIT, UMA, MISA, ATO

Interests: GMAT, Reading / Audiobooks, Forrest Yoga, Rock Climbing, Museum of Fine Arts Work Status: US Citizen

Computer Skills: MS Excel, PowerPoint, Visio, Access, Word, Visual Basic, SQL, Concordance, JIAN, QuickBooks Enterprise 14 & 15, LaCerte

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