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
Massachusetts/Florida
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
Springfield, Massachusetts
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)
Springfield, NH
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
Holyoke, Massachusetts
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, MA05.1992
BBA - Accounting And Business Management
Western New England University
Springfield, MA05.1974
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