Summary
Overview
Work History
Education
Skills
Certification
Timeline
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James Williams

Fontana,CA

Summary

Dedicated and results-oriented accountant with two years of hands-on experience specializing in auditing and tax. Possessing strong ambition and unwavering drive, I am committed to contributing as a valuable asset to any team I join. Proven ability to deliver accurate financial analysis, adhere to regulatory standards, and streamline processes for enhanced efficiency. I am eager to leverage my expertise and passion for excellence in a dynamic professional environment.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Audit Associate

CliftonLarsonAllen LLP
06.2023 - Current
  • Conducted auditing procedures for non-profit organizations, focusing on financials and internal controls
  • Managing and performing the preparation of 990 tax returns.
  • Partnered with auditors to track errors and add contributions to maintain accuracy.
  • Identified various risks and errors to propose corrective action to decision makers.
  • Proficient with Pfx (ProSystem fx) Engagement and CCH Axcess Tax

Strategic Marketing Campaign Assistant

Greenlight
01.2023 - 05.2023
  • Working with a group of colleagues to assist the family-friendly financing app 'Greenlight' in a strategic marketing campaign aimed at people the age of 18-25 through extensive research and brand evolution.

Assistant Tax Preparer

Olympus Financial
01.2022 - 02.2023
  • Educated clients on tax planning strategies, helping them save money in the future.
  • gained an abundance of knowledge on the functions, laws, and technicalities of taxation as a whole and can use various software that helps with the processes.
  • Analyzed financial records to verify the accuracy of tax returns.
  • Proficient with ProSeries Tax 2016-2022, QuickBooks, ATOM Software (Automated Tax Office Software), and various Google Apps


Manager

Off the Hook Poke & Grill and Rancho's Chicken
01.2016 - 01.2022
  • Developed and maintained relationships with customers and suppliers through account development.
  • I used knowledge in accounting gained from college to help with recording inventory, processing and recording checks and inventory for my family's business.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground when necessary.
  • Used leadership qualities and evaluated employee performance to convey constructive feedback to improve skills

Education

Certified Public Accountant (Studying)
Online: Becker

MBA - Accountancy

Graduate School
05.2023

Bachelor of Science in Accounting -

Northern Arizona University
05.2022

High School Diploma -

Etiwanda High School
Rancho Cucamonga, CA
05.2018

Skills

  • Leadership
  • Critical Thinking and Analysis
  • Ability to listen and take direction
  • Flexibility
  • Teamwork
  • Problem-Solving
  • Time Management
  • Information Systems

Certification

  • Winner of the Financial Executives International Scholarship Award of Arizona for 2023
  • Lumberjack Achievement Award for 3.8GPA in high school
  • Academic Gold scholarship for maintaining above for having a 3.5-4.0GPA in high school with a minimum SAT score of 990
  • Founders Gold Western Undergraduate Exchange scholarship (maintaining above a 3.5GPA while in college for undergraduate)

Timeline

Audit Associate

CliftonLarsonAllen LLP
06.2023 - Current

Strategic Marketing Campaign Assistant

Greenlight
01.2023 - 05.2023

Assistant Tax Preparer

Olympus Financial
01.2022 - 02.2023

Manager

Off the Hook Poke & Grill and Rancho's Chicken
01.2016 - 01.2022

Certified Public Accountant (Studying)

MBA - Accountancy

Graduate School

Bachelor of Science in Accounting -

Northern Arizona University

High School Diploma -

Etiwanda High School

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