Christopher James
Pleasanton,CA
Summary
Results-driven finance professional experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate, Accounting Advisory Services
KPMG US LLP
12.2021 - Current
- Assisted with preparing Pro Forma Statements, Purchase Accounting, 10-Ks and 10-Qs, for a US$850 million acquisition made by a publicly-listed company.
- Worked as a fund accountant with an investment management company to assist their hedge accounting team with fee recalculations, NAV reviews and financial reporting.
- Assisted in creating carve-out financial statements and helped address other accounting/financial reporting issues for every stage of the divestiture, spin-off, sale, debt offering and IPO process.
- Educated new hires on company policies and procedures by designing and developing training program.
- Created and built custom project plans and deliverables for customers to satisfy quality, time and budget.
- Maximized customer interactions by promptly identifying needs and wants.
- Provided technical accounting advice, particularly in the areas of complex accounting and financial reporting issues.
Audit Associate
KPMG Jamaica
01.2018 - 11.2020
- Prepared working papers, reports and supporting documentation for audit findings.
- Worked audit engagements for industries in financial services, technology, manufacturing and non-profit.
- Met with clients to identify and assess business controls, risks and workflow inefficiencies.
- Identified various risks and errors in accounts to propose corrective action to client management.
- Analyzed trends over monthly, quarterly and annual financial data to investigate fluctuations.
- Interacted with key client management to gather information, resolve audit-related problems and make recommendations for business and process improvements.
- Completed planning, budgeting, and fieldwork and for audit engagements.
- Evaluated design and operating effectiveness of client internal control systems.
Summer Internship Programme Manager
Tourism Enhancement Fund
04.2018 - 12.2018
- Coached team members on productivity strategies, policy updates and performance improvement plans to accomplish challenging goals.
- Interacted with customers and clients to identify business needs and requirements.
- Addressed and resolved technical, financial and operational concerns by working with team members and directors.
- Administered J$25 million budget, tracked expenses and compared these results with targets.
- Assessed performance and scheduled cost control while maintaining contractual and internal performance requirements.
- Executed payroll for over 250 Summer Interns across the island on a weekly basis.
Education
BBA - Accounting Major And Finance Minor
University of Technology, Jamaica
Kingston, JA11.2019
Skills
- Financial Statement Audit
- Quickbooks
- Financial Data Analysis
- Fund Accounting
- Financial Modelling
- Risk Management
- Microsoft Excel
- Financial Due Diligence
- Budget Planning and Analysis
- Corporate Finance
- Payroll Preparation and Processing
- Project Management
Certification
- ACCA - Association of Chartered Certified Accountant Level 3 (Two (2) Exams to completion) Expected Completion Date: Dec 2023
Timeline
Associate, Accounting Advisory Services
KPMG US LLP
12.2021 - Current
Summer Internship Programme Manager
Tourism Enhancement Fund
04.2018 - 12.2018
Audit Associate
KPMG Jamaica
01.2018 - 11.2020
BBA - Accounting Major And Finance Minor
University of Technology, Jamaica
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