JAMES C. (JIM) KELLY, JR

*** ******** *****

Clinton, MS 39056

601-***-****

acuu55@r.postjobfree.com

Summary

Accounting & Operations Management professional with years of experience in management of people, projects, vendors and clients seeking opportunity to utilize experience and knowledge to benefit your firm.

Experience

May 2015-present Sr.Manager-Managed Wealth Solutions-Fidelity National Information Systems, Inc. (formerly SunGard Financial Systems, Inc)-Charlotte, N.C.

Responsible for developing and implementing an accounting and operations outsourcing solution for the company’s software clients.

Mar 2015-May 2015 Chief Financial Officer-Central MS Realtors, Inc, -Jackson, MS

Responsible for all financial transactions and reporting for this non-profit

organization and for its for-profit subsidiary

Mar 2000- Dec 2014 First Vice President -Trust Accounting & Operations Manager,

BancorpSouth Bank, Jackson, MS

• Directed all operational and accounting aspects of Bank’s asset management and trust accounts, over 5000 accounts with approximately 5.2 billion in value. Included:

Led staff varying between 5-10 employees

Merged and successfully streamlined processing and accounting of three trust companies with over 1000 accounts and 1.5 Billion value into a parent company.

Authored procedures manual for Operations/Accounting function and reviewed/wrote/edited sections of policy manual.

Budgeted, paid, approved and monitored departmental expenses and received and reported divisional income. Prepared and recorded associated general ledger entries.

Saved division thousands of dollars annually by analyzing, re-bidding and re-working vendor contracts.

Converted computer systems (twice) and developed and implemented faster, less-paper oriented processing for accounts and transactions. Maintained and reduced headcount while volume grew 230%.

Analyzed and generated tax reporting processing for over 3500 accounts annually.

Coordinated and responded to audits and outside examinations

Led or served on all divisional decision-making management committees, including account acceptance, disbursement, efficiency and software search committees.

Administered software system and trained all in division.

Assisted in sales, client administration and management especially on more-complex relationships which resulted in winning and retaining several key accounts..

Assisted clients and their representatives on a wide variety of issues on regular basis. Examples include tax reporting, litigation involving securities, company reorganizations, account transfers and securities trading issues.

1992-2000 Assistant Vice President and Assistant Operations Manager, Trustmark National Bank, Jackson, MS

• Assisted in managing the operational and accounting aspects of Bank’s trust, brokerage and safekeeping divisions. Managed the bank’s institutional safekeeping/custody client relationships.

1986-1992 Audit Officer, Trustmark National Bank, Jackson, MS

• Performed and led audits of all areas of bank specializing in Trust and Investment audits. Wrote reports and conducted meetings with auditees.

Education

2015 Mississippi Insurance license for Life Accident and Health

2003 Graduate of Southern Trust School, Mobile, Alabama

2000 Securities Operations Professional (CSOP) designation

1997 NASD Series 7 and 63 brokerage licenses (inactive)

1992 Cannon Trust Audit School-year 1 and 2

1986 Bachelors of Business Administration (BBA), Accounting, Delta State University, Cleveland, MS

1984 Associate of Arts, Pre-Engineering, Mississippi Delta Community College, Moorhead, MS

Skills

Knowledgeable user of Microsoft Office, Excel, Word, Outlook, etc., QuickBooks, Quicken, TurboTax, and also of specific financial services software such as SunGard & FIS TrustDesk.

Community Involvement

Member of Morrison Heights Baptist Church, Clinton, MS, and past committee member of church finance committee

Coached many years of youth soccer, baseball and softball in Clinton, MS

Served as board member, Treasurer, league director and team manager for many years for the Clinton Soccer Association.

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