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

New Lexington, OH *****

740-***-**** Home

740-***-**** Cell

adyo1i@r.postjobfree.com

MARTIN ADAM, MBA, CPA

OBJECTIVE Utilize my prior work experience and education in a challenging position that will contribute to the success of my employer.

SKILLS & ABILITIES Organize and complete multiple tasks before and on time for a wide variety of clients

Consult with a wide variety of clients regarding accounting and tax matters as they relate to closely held business and non-profit organizations Supervise, train and monitor subordinates

Research accounting and tax issues

Financial analysis of various types of financial statements. EXPERIENCE

FINANCIAL ANALYST, APPALACHAIN PARTERSHIP, INC. (API) AND ITS SUBSIDIARY APPALACHIAN GROWTH CAPITAL (AGC)

2022 TO 2023

Analyze commercial loan applications to determine if the applicants met the lending standards of AGC.

Communicate with applicants to obtain or clarify financial information. Present the analyses to the management group and to the AGC board of directors for approval or denial.

Close approved loans.

Provide support to the accounting function of API. Review submissions to granting entities,

Review payroll before release. Prepare payroll in the absence of the director of finance. CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, FOUNDATION FOR APPALACHAN OHIO 2015 to 2022

Manage and direct the Foundation’s finance department with a staff of two. Provide support to management, other departments

Respond to inquiries and prepare custom reports for donors. Prepare internal financial reports, budgets, annual audit information and draft financial statements

Work closely with contract Chief Investment Officer Manage cash flow by transferring funds among 12 investment advisors based on operation needs. Maintain relationships with those advisors Page 2

Manage human resource function, information technology and building maintenance

Manage major renovation to the Foundation’s office Liaison to Business and Finance Committee of the Board of Trustees MANAGER, JC & CO. - CERTIFIED PUBLIC ACCOUNTANTS

2001 to 2015

Perform audits, reviews, compilations, agreed-upon procedures, and consultations for closely held businesses, non-profit organizations, and retirement plans.

Advise clients regarding accounting procedures, internal controls, income tax strategies

Supervise staff related to the above.

Perform engagements relating to misappropriation of funds and other potential fraud activity PARTNER, NORMAN, JONES, ENLOW & CO. – CERTIFIED PUBLIC ACCOUNTANTS 1982 to 2001

In charge of Zanesville, Ohio office

Managed office operations, personnel and client engagements Performed audits, reviews, compilations, agreed-upon procedures, and consultations for closely-held businesses, non-profit organizations, and retirement plans.

Advised clients regarding accounting procedures, internal controls, income tax strategies

Performed engagements relating to misappropriation of funds and other potential fraud activity INTERNAL AUDITOR – EQUITABLE FEDERAL SAVINGS AND LOAN 1977 to 1982

MCLAIN, HILL RUGG AND ASSOCIATES – CERTIFIED PUBLIC ACCOUNTANTS 1975 to 1977

EDUCATION OHIO UNIVERSITY, ATHENS, OHIO

Masters of Business Administration, 1993

MARIETTA COLLEGE, MARIETTA, OHIO

Bachelors of Arts, Accounting, 1975

PROFESSIONAL

CERTIFICATIONS

CERTIFIED PUBLIC ACCOUNTANT, 1982

Page 3

PROFESSIONAL

ORGANIZATIONS

AND COMMUNITY

ACTIVITIES

OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

NEW LEXINGTON FIRST UNITED METHODIST CHURCH -

Member and Treasurer

NEW LEXINGTON MASONIC LODGE

Member and Treasurer

REFERENCES FURNISHED UPON REQUEST

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