Summary
Work History
Education
Skills
Timeline
Extracurricular Engagements
Websites
Overview
Generic
James Cox

James Cox

Charleston,SC

Summary

Analytical and results-driven finance professional with strong foundations in accounting, financial reporting, and data-driven decision support. Experienced in preparing financial statements, building forecasting tools, and optimizing profitability for diverse clients. Recognized for combining technical skill with disciplined execution as a former Division I athlete. Adept at applying financial modeling and cross-functional collaboration to improve business performance and deliver strategic insights. Seeking to contribute as a Financial Analyst in a dynamic, growth-oriented organization.

Work History

Accountant

Jarrard Nowell & Russell
Charleston, SC
08.2024 - Current
  • Conduct and optimize tax return preparation for individuals, partnerships, and corporations, applying financial analysis to ensure compliance, and optimize before-tax cash flow
  • Manage end-to-end payroll processes, including tracking withholdings and 401(k) contributions, while ensuring accurate forecasts of employer liabilities.
  • Perform monthly financial reconciliations and generate management-ready statements used for budget analysis and client strategic sessions
  • Assist the Head of Valuations in preparing company valuations for major clients, using DCF, comparable, precedent, and asset-based approaches tailored to each business.

Bike Taxi

Charleston Bike Taxi
Charleston, SC
02.2021 - Current
  • Efficiently organized, dispatched rides during chaotic times in a composed manner.
  • Implemented marketing and other customer engagement plans for generating business.

Accountant

Bishop Gadsden Retirement Community
Charleston, SC
01.2024 - 08.2024
  • Analyzed departmental financials to identify budget variances and cost-saving opportunities; presented actionable insights to senior leadership.
  • Designed and automated a dynamic excel dashboard to track department-level spending, reducing manual reporting time by 40%.
  • Reconciled AP transactions, ensuring accuracy and improving reliability of monthly management reports.

Education

Bachelor of Science - Finance

College of Charleston
Charleston, SC
05.2024

Skills

  • Financial Analysis & Modeling: Excel (advanced formulas, pivot tables, dashboards), Budgeting, Forecasting, Variance Analysis, DCF Valuation
  • Accounting & Reporting: GAAP, Payroll Accounting, Bookkeeping, Financial Statements, Tax Strategy Integration
  • Technical: QuickBooks (advanced), Python (basic)
  • Languages: English (Native), Spanish (Fluent)
  • Soft Skills: Leadership Work Ethic Analytical Thinking Time Management

Timeline

Accountant

Jarrard Nowell & Russell
08.2024 - Current

Accountant

Bishop Gadsden Retirement Community
01.2024 - 08.2024

Bike Taxi

Charleston Bike Taxi
02.2021 - Current

Bachelor of Science - Finance

College of Charleston

Extracurricular Engagements

  • CFA Program: Level II Candidate (Exam: [May, 2026])
  • Real Estate Investor: Purchased and manage two rental properties in high-growth neighborhoods, conducting market research to identify undervalued assets, then leveraged strategic improvements to capitalize on location demand - securing over $1,000 in monthly net cash flow.
  • Equity Investor: Analyze company financial statements and build valuation models to inform long-term investment decisions.

Websites

Overview

2
2
years of professional experience

Similar Profiles

CREATE PROFILE
James Cox