James Liss

• Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures for four companies with revenue in excess of $12 million.
• Complete journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management for four fire protection and construction companies.
• Project Lead in the M&A of three different companies on separate dates.
• Prepared balance sheets, cash flow reports and income statements for four companies.
• Managed payroll data entry and processing for 35 employees to comply with predetermined company guidelines and completed all union benefits monthly.
• Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
• Provided insightful financial analysis to support executive team in making informed business decisions.
• Led cross-functional teams in the implementation of new accounting software, improving overall efficiency within the finance department.
• Performed real time job cost reports for all projects and compared estimate vs. actuals and reported variances to Management.
• Managed all Human Resources activity for company.
• Lead for all business insurance (GL, WC, UL) renewals and claims.

Performed following for various small businesses and CPA's:

• Reconciled accounts and reviewed expense data, net worth, and assets
• Gathered financial information, prepared documents, and closed books.
• Prepared over 50 tax returns for final review by CPA
• Reviewed tax returns of other preparers to account for accuracy before final review by CPA.

• Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
• Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
• Audited client financial records to determine tax liability.
• Researched and provided summary memos on technical tax issues at request of partners and clients.
• Trained clients on QuickBooks to help make tax management easier.
• Reviewed peers'' work for accuracy and consistency before submission to regulatory agencies or clients.
• Prepared working papers, reports and supporting documentation for over 50 clients on a monthly, quarterly and annual basis.
• Provided journal entries and performed accounting on accrual basis.
• Collected and reported monthly expense variances and explanations.

• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.