Summary
Overview
Work History
Education
Skills
Timeline
Generic

James Haley

Satellite Beach,FL

Summary

Results-driven Public Accountant/Controller 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.

Had a physical disability from a physical attack, January, 2002. I am able to work again now.

Overview

40
40
years of professional experience

Work History

Certified Public Accounting Practitioner/Retired

Self-Employed
01.1996 - 01.2018
  • Reviewed balance sheet account reconciliations.
  • Worked with team to monitor on-time and accurate payroll processing.
  • Conducted income statement flux analysis and researched variances.
  • Verified cash receipt recording to general ledger.
  • Remitted payroll taxes, sales taxes, use taxes and income taxes to appropriate authorities.
  • Complied with established internal controls and policies.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Oversaw accounts payable invoice payment and appropriate duties delegation.
  • Oversaw general ledger financial analysis and corrections.

Controller

Evan Plotkin Real Estate Development
04.1993 - 12.1995
  • Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Managed payroll data entry and processing for 50 employees to comply with predetermined company guidelines.
  • Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.

Certified Public Accountant Associate

John R. Miller, C.P.A. (Deceased)
04.1990 - 04.1993
  • Created detailed financial reports based on financial statuses and data.
  • Collected and arranged financial information and entered details.
  • Followed up with customers to collect specific financial information and verify details for preparation of annual 1095 forms.
  • Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
  • Assisted with fiduciary fund transfers and enterprise fund conversions.
  • Implemented internal controls and safeguards for receipt of revenue, costs, budgets and expenditures.
  • Created accounts, wrote ledgers and set up reporting systems based on GAAP standards and regulations.
  • Performed reviews of organization's adherence to regulatory guidelines.
  • Gave approval for Chart of Accounts and rolled out payment authority practices and cash controls.
  • Planned, coordinated and supervised financial and compliance audits.
  • Put safeguards and controls into place for receipt of revenue, costs, budgets and expenditures.
  • Performed audits on various agreements contracted with city governments and other organizations.
  • Reviewed organization's adherence to regulatory guidelines applicable to specific activities and practices.
  • Supervised accounting and booking training procedures for new staff members.

Controller/Chief Financial Officer

Marken Proprties
09.1977 - 04.1990
  • Oversaw budgets, payroll and accounts payable and receivable.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Prepared accurate financial statements at end of quarter.
  • Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.

Education

MBA - Accounting

American International College
Springfield, MA
05.1992

BBA - Accounting And Business Management

Western New England University
Springfield, MA
05.1974

Skills

  • Flexible and Adaptable
  • Data Entry
  • Decision-Making
  • Active Listening
  • Teambuilding
  • Problem-Solving
  • Good Telephone Etiquette
  • Excellent Communication
  • Multitasking Abilities
  • Self-Motivated

Timeline

Certified Public Accounting Practitioner/Retired

Self-Employed
01.1996 - 01.2018

Controller

Evan Plotkin Real Estate Development
04.1993 - 12.1995

Certified Public Accountant Associate

John R. Miller, C.P.A. (Deceased)
04.1990 - 04.1993

Controller/Chief Financial Officer

Marken Proprties
09.1977 - 04.1990

MBA - Accounting

American International College

BBA - Accounting And Business Management

Western New England University

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James Haley