JAMES ADAMS CPA

**** **** ***** **, ******** SPRINGS, CO 80920 • 719-***-**** • ad4arp@r.postjobfree.com PROFESSIONAL SUMMARY

Reliable, creative, people first, problem solving leader with multiple years’ experience in non-profit and for-profit entities managing people, tracking cash flow, developing financial plans, analyzing financial strengths and weaknesses and implementing corrective actions. Responsible for overseeing and validating the effectiveness of finance, human resources, administration, legal and information technology to enhance operational excellence. Provide the Board of Directors, senior management and employees with relevant financial data necessary for optimum budgetary, regulatory and financial decisions. Develop control systems that preserve assets while supporting the company’s mission, vision, values and culture. Expect measurable results in:

• EBITDA • internal accounting controls • liquidity

• operational analysis • financial reporting • forecasting

• budgeting • tax planning • corporate strategic planning

• regulatory compliance • return on assets • return on investment WORK EXPERIENCE

CFO/Director of Finance SBACPA Consulting Services Colorado Springs, CO 2020 - Present

• Provide finance, accounting, tax and project accounting expertise in non-profit and for-profit enterprises Ø Increasing annual cash flow by $2m for percentage completion entity Ø Identifying non-compliance operations to insure retention of IRSC 501c(3) status Ø Developing strategic plan for rollout of bulk home delivery enterprise Ø Helping internet marketing enterprise gain 11% market share through consolidation Director of Finance NW Energy Solutions Irvine, CA 2017 - 2020

• Managed the accounting, human resources, legal, tax, and treasury departments Ø Supervised preparation of GAAP based financial statements Ø Monitored cashflow, analyzed operations and managed investments Ø Ensured company compliance with all tax and regulatory agencies Ø Advised executive team on financial impact of proposed actions Remote Controller Management Accounting Pros Colorado Springs, CO 2015 - 2017

• Responsible for short term contract assignments as Controller or CFO Ø Refined business plans identifying points of inflection Ø Provided tax compliance for corporations, LLCs and partnerships Ø Provided cost analysis for real estate ventures

Ø Coordinated accounting, analysis and treasury personnel Chief Financial Officer ISW Washington, DC 2007 - 2015

• Responsible for developing accounting, tax, payroll, regulatory compliance for a non-profit organization Ø Prepared 1023 original filing for exemption under IRS code and prepared subsequent 990s Ø Processed payroll, maintained general ledger, managed cash, analyzed variances Ø Shepherded audits, developed budgets, reviewed grant proposals and compliance Ø Developed internal controls and monitored organizational compliance Consultant Adams Crawford CPAs Colorado Springs, CO 2001 – 2007

• Public accounting, tax and regulatory compliance for non-profit entities Ø Prepared 990, 990T, 1023

Ø Prepared financial statements and special reports Ø Coordinated in software identification and conversion Ø Reviewed grant proposals and compliance

Tax and Risk Manager Focus on the Family Colorado Springs, CO 1999 - 2000

• Provided tax and regulatory research for strategic planning and operations of a non-profit organization Ø Restructured income taxable transactions saving $250,000 Ø Audited sales and property taxes recovering $120,000 Ø Created foreign entities for outreach activities Ø Supervised tax and risk management personnel

EDUCATION

MBA Winthrop University Rock Hill, SC

Baccalaureate Degree Accounting National University San Diego, CA SKILLS & QUALIFICATIONS

Ø Designing and implementing accounting processes

Ø Developing and maintaining effective human resource management systems Ø Identifying impediments to productivity

Ø Communicating complex financial data to non-financial managers Ø Insuring contract compliance and streamlining procedures Ø Advanced skills in QuickBooks, Excel, Word, PowerPoint and Outlook Ø Fluent in Windows 10, MS-DOS and IOS systems

ADDITIONAL WORK HISTORY

USMC Vietnam Veteran

CPA Hawkins & Harris, CPAs San Diego, CA

CPA Farris, Cooke & Associates, CPAs Charlotte, NC Trust Tax Officer First Union National Bank Charlotte, NC Senior Tax Accountant Asahi Glass America Charlotte, NC

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