James (Jack) Williams, CPA
**** ***** ***** ***** ******* Township, OH 45011 513-***-**** jackcwilliams5674@gmail com www.linkedin.com/in/jackcwilliams
PROFESSIONAL SUMMARY
Hands-on CPA offering 20+ years of experience developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. Expert in establishing accounting functions, systems and best practices; cost-reduction, automation and tax strategies; and lasting business relationships to ensure goal-surpassing fiscal performance
PROFESSIONAL EXPERIENCE
COHEN BROTHERS, INC., Middletown, OH 10/1989-07/2015
Vice President of Finance & CFO, (03/2000 – 07/2015)
Controller, (10/1989 to 03/2000)
Member of management team that grew a single location company with 35 employees into one of the largest scrap metal processors in the country, currently employing 500 employees at 20 locations in 4 states. Responsible for all accounting functions including supervision of accounting department, preparation of financial statements and related financial analysis reports, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards. Develop and manage external financial relationships (e.g., banks, insurers, auditors) and constantly look for ways to strengthen overall financial performance.
Key Results:
Built a finely tuned accounting department, fostering a collaborative environment that improved productivity, individual accountability and team morale.
Revamped G/L, financial systems, reports and schedules to improve financial reporting accuracy and standardize reporting procedures by implementing new software system. New system allowed automated entry of data at all locations vs. primarily manual data entry at a single location in previous system.
Transitioned company health insurance plan to self-funding resulting $200K in annual savings.
Member of team that successfully completed multiple software upgrades.
Recovered $300K in Workers Compensation charges that resulted from errors made by state employees during a Workers Compensation audit
Additional experience:
Profit Sharing Plan Administrator
Establish credit limits for customers
Funding 40+ bank accounts for multiple companies.
Prepare trust distribution calculations and funding.
Tax return review and preparation
Prepare combined borrowing base for asset based lending LOC.
Helped centralize financial and operational reporting and procedures for multiple companies.
Experience in Excel, JD Edwards, Mayer, SAI, Great Plains, Peachtree, and Quickbooks
PUBLIC ACCOUNTING EXPERIENCE
LENIHAN & CO., Cincinnati, OH 1988-1989
Audit Manager
GRANT THORNTON, LLP, Cincinnati, OH –1985-1988 Audit Level I, Level II, Senior
EDUCATION
Certified Public Accountant, State of Ohio 1988
UNIVERSITY OF CINCINNATI, Cincinnati, OH
Bachelor of Science in Accounting, 1985