James McWilliams
Charlotte,NC
Summary
Emerging account professional dedicated to keeping records accurate and plans created to meet business needs. Systematic and well-organized with strong attention to detail, mathematical ability, and software skills. Master user of excel.
Overview
3
3
years of professional experience
Work History
Junior Accountant
Sams Xpress
07.2023 - Current
- Management of 40 accounts.
- 75-100 emails organized and handled daily.
- Enhancing financial accuracy by reconciling accounts and analyzing financial statements.
- Streamlining accounting processes by implementing efficient data management techniques.
- Reducing errors in financial reporting through meticulous review and analysis of documents.
- Supporting inventory control measures by performing periodic physical counts and reconciling discrepancies with system data.
Treasurer
Pi Kappa Alpha
05.2021 - 12.2022
- Managed 45 individual accounts.
- Improved cash flow management by implementing more efficient forecasting and budgeting processes.
- Developed financial strategies for long-term growth, resulting in increased revenue and profitability.
- Mentored junior team members within the treasury department, fostering professional development opportunities.
- Reduced operating costs by identifying and implementing cost-saving measures across the organization.
- Managed large budgets and coordinated with an executive board to ensure proper spending.
Education
Bachelor of Science -
University of North Carolina At Greensboro
Greensboro, NC05.2023
Skills
- Outstanding analytical and problem-solving abilities
- Strong attention to detail while working in a fast-paced environment
- Ability to work efficiently and collaborate cross-functionally
- Exceptional organizational skills
- Ability to focus on big picture and deliver consistency daily
- Excel (pivot tables, v-lookups)
Washington Commanders Fan
In my lifetime I've experienced:
1 football team
2 Wild card wins
3 names
Timeline
Junior Accountant
Sams Xpress
07.2023 - Current
Treasurer
Pi Kappa Alpha
05.2021 - 12.2022
Bachelor of Science -
University of North Carolina At Greensboro
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