JAMES M. WALLACE

BUSINESS IMPROVEMENT EXPERT- PROVEN RESULTS

Agawam, MA 01001

advjrw@r.postjobfree.com

+1-413-***-****

Business Turnaround Specialist-Stopped businesses from collateralizing their assets as common practice for quick cash infusion, through insightful cash and financial management. Work in best interest of company.

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

EEXECUTIVE OFFICE MANAGER/Human Resources,

Bookkeeper,Payroll,Accounts Receivable/ Payable Specialist CW Realty - Springfield, MA

January 2009 to Present

Manage day to day operations of large commercial real estate company and 30 employees. Saved 500,000 square foot commercial real estate company from going bankrupt in 2009, during second worst fiscal and economic crisis in American history.

Renegotiated mortgages and leases stabilizing business. (Increased tenant retention) Credit and collection specialist, including all billing and commercial collections issues. Recovered $5.6 million in unpaid rent during my tenure.

Invoice tenants. Correct billing errors.

Post rental payments.

Contact tenants for payments and mail monthly statements. Correct billing errors in timely manner

Prepare, post, verify invoices and records customer payments and transactions according to GAAP Draft correspondence and contact customer for standard past-due accounts and collect, identify, delinquent accounts by reviewing files, and contact delinquent accountholders to request payment. Create reports regarding the current status of customer accounts as requested. Researches customer discrepancies and past-due amounts.

Run weekly payroll and payroll reports.

Human Resources Manager: Staffing, development, compensation and benefits, safety and health, and employee and labor relations. Consult with employee attorney as needed. Manage Purchasing function

Reconcile bank statements; update the trial balance; manage the profit-loss statement and balance sheets; manage payroll; and receive requests for materials and equipment for the company. Prepare purchase orders; reviews invoice listed prices; makes necessary pricing adjustments; and compiles reports to show information and statistics. Summarize details in separated ledger in computer files and transfer them to a general ledger; invoice clients; makes federal state tax depositions; and completes annual tax forms.

Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements as well as the requirements of private contributions, loans, and government contracts

Maintain internal control safeguards for the receipt of revenue, costs and both team and organizational budgets and actual expenditures

Establish financial and operating benchmarks, budgets, program monitoring, and reporting standards on a bi-weekly, monthly, and annual basis

Implement consistent accounting policies, practices, and procedures across all programs, upholding federal, state, and local legal standards by remaining knowledgeable about existing, new, and future legislation

Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflow.

Senior Credit Manager and A/P Manager

Northstar Recycling - Sixteen Acres, MA

January 2001 to January 2009

Manage entire credit granting, accounts receivable and payable process, including the consistent application of a credit policy, and working with all company departments. Periodic credit reviews of existing customers Assess the creditworthiness of potential customers, with the goal of optimizing the mix of company sales and bad debt losses.

Drafted credit policies and procedures

Reduced 90 day balance: by $2 million in six months Reduced DSO from 84 to 35 days in nine months

Recovered $4.6 million written off to bad debt: Reduced unauthorized deductions by 40%. Worked with debt collection agencies and lawyers to recover severely delinquent customer account balances.

Sat on Bankruptcy unsecured creditor committees

Education

Juris Doctor

Boston University School of Law - Boston, MA

1996

B.S. in Business Management

Boston College - Chestnut Hill, MA

1992

Skills

• Public Speaking (10+ years)

• Peachtree, Paychex, Quickbooks and Quickbooks online, Oracle, SAP, Ceridian, ADP, HRIS (10+ years)

• Property and Casualty Subrogation (2 years)

• Professional Negotiation (10+ years)

• Process Improvement (10+ years)

• Hospital Billing, Customer,Legal Compliance,and Finance (5 years)

• Credit Analysis (10+ years)

• Office Management (10+ years)

• Professional Customer Service Manager

• Human Resource

• Hr Generalist

• ADP

• Employee Benefits and Recruiting Specialist (10+ years)

• human resources

• HRIS

• Hr Assistant

• HR

• compensation

• Employee Relations

• Recruiting

• recruitment

• Kronos

• Benefits Administration

• Payroll

• benefits

• Yardi (10+ years)

• Accounting Software

• Data Entry

• Accounts Receivable

• Accounting

• Customer Service

• Excel

• Medical Billing

• CPT Coding

• ICD-10

• Microsoft Word

• Human Resources Management

• General Ledger Accounting

• UCC Law

• Sage

• Financial Report Writing

• Accounts Payable

• Employee Orientation

• Financial Report Writing

• General Ledger Accounting

• Human Resources Management

• Interviewing

• Sage

• UCC Law

• Analysis Skills

• Journal Entries

• Budgeting

• Legal Research

• Account Reconciliation

• Bank Reconciliation

• Microsoft Dynamics GP

• Conflict Management

• Financial Analysis

• Tax Experience

• Workers' Compensation

• Medical Coding

• SOX

• Forecasting

• Auditing

• Microsoft Excel

• Data collection

• Microsoft Office

• GAAP

• Paychex

• English

• Microsoft Outlook

• Property management

Certifications and Licenses

National Association of Credit Managers

Bankruptcy Specialist

Unsecured Bankruptcy Creditor Committees

Article 9 of Uniform Commercial Expert

Expert in Article 3 and 4 Uniform Commercial Code

Litigation Expert of Breach of Credit Application and Recovery of Bad Debt Time Management Skills

Superior Conflict Management and Superior Analytical Skills Assessments

Accounting Skills: Bookkeeping — Highly Proficient October 2019

Measures a candidate's ability to calculate and determine the accuracy of financial data. Full results: Highly Proficient

Written Communication — Highly Proficient

December 2019

Best practices for writing, including grammar, style, clarity, and brevity. Full results: Highly Proficient

Accounting Skills: Bookkeeping — Expert

October 2019

Calculating and determining the accuracy of financial data. Full results: Expert

Attention to Detail — Completed

September 2019

Identifying differences in materials, following instructions, and detecting details among distracting information.

Full results: Completed

Advanced attention to detail — Highly Proficient

June 2021

Identifying differences in materials, following instructions, and detecting details among distracting information

Full results: Highly Proficient

Verbal communication — Proficient

May 2019

Measures a candidate's ability to effectively convey information when speaking. Full results: Proficient

Administrative assistant/receptionist — Familiar

January 2022

Using basic scheduling and organizational skills in an office setting Full results: Familiar

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

Assistant Controller,Staff Accountant,Bookkeeper

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