Non-Profit Financial Planning

JAMES ADAMS

**** **** ***** **. ******** Springs, Co 80920 /719-***-**** /************@*****.***

SUMMARY AND PROFILE

Reliable, creative, problem-solving leader with multiple years’ remote work experience directing, overseeing and supporting company’s financial records and account personnel. Primary responsibilities for financial planning, implementation of financial systems, safeguarding accounting practices, strategic guidance and financial consultation for business performance optimization. Relationship responsibilities for financial reporting and dissemination to all internal and external stakeholders as well as regulators, bankers and insurers.

Skills

Strong leadership skills able to manage, motivate and train team members

Advanced skills in QuickBooks, Excel, Word, PowerPoint and Outlook

Communicating complex financial data to non-financial managers

Insuring contract compliance and streamlining procedures

Designing and implementing accounting processes

In-depth knowledge of financial benchmarking

Identifying impediments to profitability

PROFESSIONAL EXPERIENCE

SBACPA Consulting Services Colorado Springs, CO

Chief Financial Officer

2020 - Present

Provide finance, accounting, tax and project accounting expertise in non-profit and for-profit enterprises

Correcting non-compliance operations to insure retention of IRSC 501c(3) status

Developing strategic plan for rollout of bulk home delivery enterprise

Increasing annual cash flow by 18% for percentage completion entity

Helping internet marketing enterprise gain 8% EBITDA

NW Energy Solutions Irvine, CA

Controller/Director of Finance

2017 - 2020

Managed the accounting, human resources, legal, tax, and treasury departments

Coordinated functions and operations across departments ensuring plan compliance

Built finance department from concept to multi-million-dollar organization

Monitored cash flow, analyzed operations and managed investments

Ensured company compliance with all tax and regulatory agencies

Management Accounting Pros /Colorado Springs, CO

Controller

2015 - 2017

CFO or Controller on contract assignments

Prepared timely and accurate GAAP financial statements for operations and Directors

Ensured audits conducted properly and corrective actions implemented

Planned, developed and implemented budgets utilizing division managers

Optimized treasury functions and cash management activities

Controller ISW Washington, DC

2007 - 2015

Responsible for developing accounting, tax, payroll, regulatory compliance for a non-profit organization

Prepared 1023 original filing for exemption under IRS code and prepared subsequent 990s

Shepherded audits, developed budgets, reviewed grant proposals and compliance

Developed internal controls and monitored organizational compliance

Managed donor accounting

Adams Crawford CPAs Colorado Springs, CO

Consultant

2001 - 2007

Public accounting, tax and regulatory compliance for non-profit entities

Coordinated in software identification and conversion

Prepared financial statements and special reports

Reviewed grant proposals and compliance

Prepared 990, 990T, 1023

Focus on the Family Colorado Springs, CO

Tax and Risk Manager

1999 - 2000

Provided tax and regulatory research for strategic planning and operations of a non-profit organization

Restructured income taxable transactions saving $250,000

Audited sales and property taxes recovering $120,000

Created foreign entities for outreach activities

Supervised tax and risk management personnel

ADDITIONAL EXPERIENCE

Trust Tax Officer /First Union National Bank Charlotte, NC

Senior Tax Accountant /Asahi Glass America Charlotte, NC

CPA /Farris, Cooke & Associates, CPAs Charlotte, NC

CPA /Hawkins & Harris, CPAs San Diego, CA

USMC /Vietnam Veteran

EDUCATION AND OTHERS

Winthrop University Rock Hill, SC

Master Business Administration

National University San Diego, CA

Baccalaureate Degree Accounting

Contact this candidate