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

James Cox

Charleston,SC

Summary

Finance professional with accounting and tax strategy experience, seeking a Financial Analyst position. Delivered measurable profitability gains at Jarrard, Nowell, & Russell by completing client engagements under budget. Division I athlete who balanced full-time academics, competitive sports, and multiple jobs. Demonstrated adaptability during a gap year in Buenos Aires, where I learned to adjust to a foreign, fast-paced environment, similar to that required in corporate finance. Ready to apply analytical skills, work ethic, and financial expertise to drive impactful solutions, while continuing professional growth.

Work History

Accountant

Jarrard Nowell & Russell
Charleston, SC
08.2024 - Current
  • Prepare and file tax returns for individuals, partnerships, and corporations, applying up-to-date tax strategies to ensure compliance and optimize financial outcomes.
  • Process and run payroll, including tracking IRA deductions and 401(k) contributions, while ensuring timely payroll tax deposits and filings to maintain strict deadlines.
  • Perform monthly bookkeeping and account reconciliations, delivering accurate financial statements to support strategic decision-making.
  • Manage payroll tax deposits and filings on a quarterly and annual basis.
  • File and remit sales tax payments.

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
  • Provided clear insights, analyzing financial statements to help make decisions for departmental budgeting.
  • Developed a programmed Excel sheet used firm-wide to note and automate departmental spending information, streamlining reporting processes.
  • Approved and audited accounts payable for all expenses, ensuring thorough oversight and accuracy in financial transactions.

Education

Bachelor of Science - Finance

College of Charleston
Charleston, SC
05.2024

Skills

  • Work Ethic
  • Fluent in English and Spanish
  • Time Management
  • Leadership
  • Attention to Detail
  • Decision Making
  • Interpersonal Skills
  • Creative and Innovative

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

  • Real Estate Investor: Acquired 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 stable cash flow.
  • CFA Program: Level I Candidate (Exam: [August, 2025])
  • Equity Investor: Analyze company financial statements and build valuation models to inform long-term investment decisions.

Overview

4
4
years of professional experience

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James Cox