James Levy
WAKE FOREST,NORTH CAROLINA
Summary
Forward-thinking CFO and Controller with both public and private accounting and financial reporting experience. Offering proven track record of exceptional accuracy in reporting and auditing. Strong leader with calm presence and builds relationships across all organizational levels. Skilled in managing shareholder and board member relationships with excellent mediation and negotiation skills. Professional with several years leading financial planning and oversight in harmony with executives. Seasoned expert with well-rounded background effectively guiding various financial projects and processes. Demonstrated strengths in forecasting, reporting, and special project activities to support executive decision-making. Highly adaptable to accomplish goals in fast-paced environments.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Chief Financial Officer
THE BUCCANEER, INC/ GALLOWS BAY HARDWARE/ PREFERRED RENTALS INC
CHRISTIANSTED, VI
04.2023 - 01.2024
- Recruited by the company's Owner and President to lead in financial aspects, including external reporting, treasury management, financial planning and analysis, as well as overseeing operational functions.
- Collaborated with the owner and President to make important business decisions for Gallows Bay Hardware, The Buccaneer, Inc, and Preferred Rentals, Inc.
- Managing and controlling all aspects of Human Resource activities including Payroll & Benefits as well as Information Technology
- Offered leadership and support for Mergers & Acquisitions initiatives; involved in finding investment bankers, conducting due diligence procedures, and facilitating post acquisition implementations.
- Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
- Other functions include implementing internal controls, reducing expenses, lowering direct and fixed labor costs, implement process improvements, and building a strong accounting/finance team at all three facilities
- Analyzed business trends and provided forecasts to senior management team for decision making purposes.
Chief Financial Officer, SR VP OF FINANCE
SIRCHIE ACQUISTION COMPANY LLC
YOUNGSVILLE, NC
04.2017 - 04.2023
- Recruited by Board of the Directors for providing fiscal leadership across external reporting, treasury, financial planning and analysis, manufacturing, and operational functions.
- Reduced expenses, built manufacturing efficiency and lowered direct labor, material and manufacturing overhead costs.
- Implemented processes and improvements across the manufacturing operations.
- Ensured compliance with all relevant federal and state regulatory requirements related to finance operations.
- Oversaw cash flow forecasting and management processes.
- Developed strategies for improving working capital management.
- Monitored banking relationships including credit lines and other financing activities.
- Managed the preparation of financial statements, budgets, forecasts and other reports.
- Provided external auditors with work papers and tax provisions for clean audit and no internal control violations.
- Developed and implemented strategies to reduce costs and increase profitability.
- Provided oversight for Human Resource, Payroll & Benefit programs while managing Information Technology.
REGIONAL CONTROLLER/DIRECTOR OF AMERICAS
VISHAY PRECISION GROUP, INC
WENDELL, NC
04.2011 - 04.2017
- Recruited by CFO to rebuild the finance department.
- Took charge of fiscal leadership in all aspects of external reporting for US subsidiaries
- Enhanced efficiency of treasury and cash management activities.
- Collaborated with big 4 auditors to successfully navigate financial audits and tax provisions, resulting in clean opinions and zero internal control deficiencies.
- Created SOP's and implemented Sarbanes Oxley protocols across multiple departments and subsidiaries in the US & Canada.
- Played a key role in ensuring comprehensive due diligence for numerous mergers & acquisitions across US and Canada.
- Managed monthly budget forecasts and performed variance analyses for five (5) entities based in the US, Canada, and Costa Rica.
- Worked closely with CFO and other executives on special projects relating to corporate finance and strategy.
- Reviewed financial statements for accuracy and completeness in accordance with Generally Accepted Accounting Principles and International Financial Reporting Standards.
Controller
Net Direct Systems
Wendell, NC
01.2006 - 01.2011
- Coordinated with external auditors during annual audit process to ensure timely completion of audits.
- Served as primary contact for external auditors throughout year-end audit process.
- Coordinated month-end closing process in order to meet tight deadlines.
- Analyzed financial data and generated accurate financial statements on a monthly basis.
- Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
- Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
- Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
Financial Reporting Manager
ECONnergy Energy Co. Inc.
Spring Valley, NY
01.2001 - 01.2005
- Managed a team of accountants to ensure accuracy of all financial transactions.
- Developed and implemented effective accounting policies and procedures.
- Reviewed general ledger accounts for accuracy and compliance with GAAP.
- Evaluated internal control systems to ensure adherence to corporate policies and procedures.
- Ensured timely payment of invoices from vendors or suppliers according to contractual agreements.
- Performed detailed analysis of balance sheet accounts to identify discrepancies or inconsistencies.
Financial Controller
Harrah's Hotel & Casino/ Rio Hotel & Casino Resort
Las Vegas, NV
01.1998 - 01.2000
- Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.
- Monitored cash flows and prepared weekly cash projections.
- Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Prepared monthly closing entries for multiple companies' books of records.
Senior Accountant
Sithe Energies, Inc.
NYC, NY
01.1997 - 01.1998
- Analyzed general ledger accounts for accuracy and completeness on a regular basis.
- Reviewed and analyzed financial statements to identify potential discrepancies.
Controller
Chelsea Piers
Greater New York City Area
01.1995 - 01.1997
- Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
- Prepared consolidated financial statements at period end close including balance sheet reconciliations.
- Coordinated month-end closing process in order to meet tight deadlines.
Associate Cash Accountant
AIG
Greater New York City Area
09.1994 - 09.1995
- Responsible for entering customer payments into the accounting software system.
- Reconciled daily cash receipts with bank deposits.
- Maintained accurate records of accounts receivable and transactions.
Education
Master of Accountancy -
Strayer University
01.2008
Bachelor of Science - Finance
Rutgers College
01.1994
Skills
- Mergers & Acquisitions
- Treasury / Cash Mgt
- HR, Payroll & Benefits
- Growth & Expansion Strategies
- Supply Chain / Vendor Relations
- 401K Retirement Plans
- P/E Firms & Board Presentations
- Manufacturing Operations
- Export Compliance
- Financial Planning & Analysis
- Process Design & Improvements
- IT Network & Technology
- Financial Audit & Taxation
- ISO Certification/ Audits
- Capital Forecasting/ Budgets
- SOX / Internal Controls
- Plant Shutdowns/Liquidations
- Enterprise Resource Planning
- Financial/Managerial/Cost Accounting
- Asset & Inventory Management
- Team Building/Goal Setting
Certification
Certified Public Accountant, 35351 NC, 2010
Timeline
Chief Financial Officer
THE BUCCANEER, INC/ GALLOWS BAY HARDWARE/ PREFERRED RENTALS INC
04.2023 - 01.2024
Chief Financial Officer, SR VP OF FINANCE
SIRCHIE ACQUISTION COMPANY LLC
04.2017 - 04.2023
REGIONAL CONTROLLER/DIRECTOR OF AMERICAS
VISHAY PRECISION GROUP, INC
04.2011 - 04.2017
Controller
Net Direct Systems
01.2006 - 01.2011
Financial Reporting Manager
ECONnergy Energy Co. Inc.
01.2001 - 01.2005
Financial Controller
Harrah's Hotel & Casino/ Rio Hotel & Casino Resort
01.1998 - 01.2000
Senior Accountant
Sithe Energies, Inc.
01.1997 - 01.1998
Controller
Chelsea Piers
01.1995 - 01.1997
Associate Cash Accountant
AIG
09.1994 - 09.1995
Master of Accountancy -
Strayer University
Bachelor of Science - Finance
Rutgers College
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