James E. Email & Phone Number

Directed critical financial and regulatory services for all sponsored projects, both research and non-research for the health care system. Developed finance and marketing strategic goals, policies, and initiatives to promote the research and grant activity. Managed compliance monitoring and coordination of external audits. Negotiated all sponsored research.

Managed the billing and collection process for Cook Children’s Home Health (CCHH). Prepared monthly financial statements along with budget variance reporting. Coordinated and prepared the annual budget. Supervised staff of 34.

Maintained all general ledger aspects, financial statement preparation, and monthly reconciliations for Cook Children’s Home Health. Assisted Vice President of Finance for Home Health with variance analysis. Designed cash management process for Medical Center eliminating duplication of work and improving accuracy.

Managed financial operations, risk management, and human resource functions. Established financial statement objectives. Directed all accounting functions, including AR/AP, account reconciliation, cash management, and payroll. Managed all financial management systems, evaluating and integrating new applications. Led and mentored accounting and financial.

Dallas, Texas, US

Prepared annual/quarterly company business plan and re-forecasts. Performed variance analysis in accordance with business plan. Led teams in carrying out special projects.Standardized and automated partnership equity distribution forecasts.Automated company allocation procedure.Streamlined the departmental consolidation.

Dallas, Texas, US

Oversee general accounting functions for DFW region containing 15 apartment complexes. Trained and developed accounting staff of four. Worked in collaboration with auditors on annual company audit. Prepared financial models. Reviewed partnership equity distribution calculations, recording of project sales, and monthly financial statements. Led team that.

Dallas, Texas, US

Carried out all general ledger functions including account analysis, reconciliations, and journal entries. Reviewed accounts payable process and managed cash flow for each project. Prepared monthly financial and compliance statements. Calculated partnership equity distributions and recorded property sale transactions.

Mba, Finance

Bs, Accounting