JAMES OLEARY
Marietta,United States
Summary
A charismatic and results oriented accountant with experience in external auditing and management roles, seeking to leverage experience and transition into public or private sector accounting role. Committed to continuous learning and pursuing CPA Licensure.
Overview
5
5
years of professional experience
Work History
Staff Auditor
Carr, Riggs, & Ingram CPAs and Advisors
2023.01 - Current
- Conduct substantive and analytical auditing procedures, contributing to accurate and compliant financial reporting.
- Assist in the preparation of financial statements and footnotes, ensuring compliance with GAAP.
- Grew client relations and increased firm value through face to face interactions with clients.
- Identify and document control deficiencies through Internal control testing, providing actionable recommendations to management and those charged with governance.
- Gain a comprehensive understanding of a clients' industries and business operations, enhancing the relevance of audit insights.
- Serve as a mentor to multiple interns and new staff every season.
Office manager
Bloom Chiropractic & Wellness
2020.01 - 2022.01
- Responsibilities included patient interaction, appointment scheduling, payment, sales reports, and insurance handling
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Created successful business plan and implemented plan to create and run the office.
- 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.
Education
Master's of Professional Accountancy -
Georgia State University, J. Mack Robinson College of Business
Atlanta, GA12.2022
Skills
- Critical Thinking
- Communication
- Microsoft Excel proficiency
- Continuous Improvement Mindset
- CCH Prosystem Suite
- Financial statement analysis
- Audit Planning
- Data Analytics
Timeline
Staff Auditor
Carr, Riggs, & Ingram CPAs and Advisors
2023.01 - Current
Office manager
Bloom Chiropractic & Wellness
2020.01 - 2022.01
Master's of Professional Accountancy -
Georgia State University, J. Mack Robinson College of Business
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