James Mozingo Email & Phone Number

Jacksonville, Fl, Us

Gaithersburg, Md

Work closely with the Director of Operations to provide primary oversight and management of accounting and finance, interacting with the operational departments and Board of Elders. Also, serve as the Controller/Treasurer of Covenant Life School, an integrated auxiliary of Covenant Life Church.Finance Department Management• Oversee all aspects of budgeting process• Oversee accounting staff• Prepare financial analysis and accounting reports for the Board of Elders and… Show more Work closely with the Director of Operations to provide primary oversight and management of accounting and finance, interacting with the operational departments and Board of Elders. Also, serve as the Controller/Treasurer of Covenant Life School, an integrated auxiliary of Covenant Life Church.Finance Department Management• Oversee all aspects of budgeting process• Oversee accounting staff• Prepare financial analysis and accounting reports for the Board of Elders and managers• Serve as the primary interface with the Financial Advisory Committee, outside vendors, banks and audit firm.• Oversee the capital improvements process.• Maintain a documented system of accounting policies and procedures• Manage outsourced functions• Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectivesHuman Resources• Serve as Director of Human Resources• Oversee HR functions including benefits, health care, hiring processes and evaluations• Serve as the primary interface with the HR Advisory Committee – policy developmentFinancial Reporting• Issue timely and complete financial statements• Coordinate the preparation of the organization’s annual report• Recommend benchmarks against which to measure the performance of organization’s operations• Calculate and issue financial and operating metrics• Provide for a system of management cost reports• Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiationsCompliance• Coordinate the provision of information to external auditors for the annual audit• Monitor debt levels and compliance with debt covenants• Comply with local, state, and federal government reporting requirements and tax filings Show less

Gaithersburg, Md

Worked with Covenant Life School varsity golf team, which finished second in the Potomac Valley Athletic Conference for 2016. Slated to be the head golf coach, but school was unable to field a team in 2017 and 2018.

Gaithersburg, Md

Responsible for managing the accounting and general business functions of the church.- Maintain donor records in church database.- Execute daily, weekly, and monthly bookkeeping functions on an accrual basis, including; receivables, payables, and general ledger entries.- Maintain banking relationships and adherence to debt covenants.- Negotiate contract terms for leased equipment.- Prepare all tax compliance filings.- Prepare and distribute weekly and monthly… Show more Responsible for managing the accounting and general business functions of the church.- Maintain donor records in church database.- Execute daily, weekly, and monthly bookkeeping functions on an accrual basis, including; receivables, payables, and general ledger entries.- Maintain banking relationships and adherence to debt covenants.- Negotiate contract terms for leased equipment.- Prepare all tax compliance filings.- Prepare and distribute weekly and monthly financial reports for finance team, leadership council, and staff.- Utilize approved volunteers for execution of database management and bookkeeping functions as appropriate.- Maintain personnel files including payroll, health insurance, 403(b) plan, and employee leave records. - Coordinate development and preparation of the church budget.- Maintain records related to long-term tenant, including leases, contracts, and other negotiations. - Ensure appropriate and adequate insurance coverage including workers’ compensation, property/casualty, liability, etc.- Organize and maintain paper and electronic files with supporting documentation for the financial and business operations of the church.- Collaborate with the church finance team to ensure that our financial data is being recorded accurately in accordance with general accepted accounting principles and that appropriate controls are being followed. Show less

Chevy Chase, Md

Was responsible for addressing complex accounting issues surrounding the allowance for loan losses, assets classified as held for sale, business combinations, convertible debt, derivatives, income taxes, joint ventures, securitizations, and stock compensation. Participated in accounting diligence and integration of acquisitions. Established and maintained accounting policies to meet the Sarbanes-Oxley reporting standards. Consulted with business lines in structuring investment transactions.… Show more Was responsible for addressing complex accounting issues surrounding the allowance for loan losses, assets classified as held for sale, business combinations, convertible debt, derivatives, income taxes, joint ventures, securitizations, and stock compensation. Participated in accounting diligence and integration of acquisitions. Established and maintained accounting policies to meet the Sarbanes-Oxley reporting standards. Consulted with business lines in structuring investment transactions. Reviewed and approved all SEC filings and internal financial statements. Coordinated and drafted the responses to SEC comment letters.Hired as Controller to build the accounting and finance organization for CSE as a start up leading to their August 2003 IPO, which closed 63 days after the first meeting with underwriters. Originally responsible for all aspects of accounting, tax, treasury, budgeting, and human resources, reporting directly to the chief executive officer. Established banking relationships. Had key role in the IPO and secondary offerings. Selected and implemented an accounting system, payroll service provider, and benefit plans. Recommended employee referral plan that has saved the company over $400K. Coordinated over $500 million in capital calls from 29 separate investors. Wrote a comprehensive, 28-page employee handbook. Promoted to Chief Accounting Officer responsible for all accounting and tax functions. Supervised a staff of over 20. Coordinated all services from our Big 4 accounting firm. Met regularly with the audit committee. Served on the disclosure committee. Negotiated comprehensive insurance plan, including D&O, liability, and property coverage. Recommended and established a dividend reinvestment plan. Show less

Dulles, Va

Responsible for the accounting department, cash management, and financial reporting. Drafted all of the SEC filings. Instrumental to the successful completion of a $75 million debt offering. Consolidated the accounting function into one location reducing the accounting department staff size from eight to five while continuing to meet reporting deadlines. Conducted search for independent public accountant. Managed the stock option plan and its 200 participants. Prepared summary accounting… Show more Responsible for the accounting department, cash management, and financial reporting. Drafted all of the SEC filings. Instrumental to the successful completion of a $75 million debt offering. Consolidated the accounting function into one location reducing the accounting department staff size from eight to five while continuing to meet reporting deadlines. Conducted search for independent public accountant. Managed the stock option plan and its 200 participants. Prepared summary accounting information for the board of directors. Participated in placement of a $15 million asset-based financing, selection of a new accounting system, and changing 401(k) providers. Show less

Washington D.C. Metro Area / Austin, Tx

Originally hired as a staff accountant and promoted three times; ultimately to senior manager. Developed a working knowledge of the various reporting and disclosure requirements of the SEC through assisting clients in the preparation of 1933 and 1934 Act filings. Specialized in the financial services industry. Significant SEC registrant clients included: America Online, American Capital Strategies (ACAS), First Virginia Banks, George Mason Bankshares, HealthVest, TFC Enterprises (TFC), and… Show more Originally hired as a staff accountant and promoted three times; ultimately to senior manager. Developed a working knowledge of the various reporting and disclosure requirements of the SEC through assisting clients in the preparation of 1933 and 1934 Act filings. Specialized in the financial services industry. Significant SEC registrant clients included: America Online, American Capital Strategies (ACAS), First Virginia Banks, George Mason Bankshares, HealthVest, TFC Enterprises (TFC), and The Continuum Company. Led team in IPOs of ACAS, a mezzanine lender, and TFC, a subprime auto lender. Significant non-SEC clients included Standard Federal Savings Bank, a mortgage servicer with servicing portfolio that reached $36 billion, and Reilly Mortgage Group, a multi-family lender with a commercial loan servicing portfolio. Show less

Bba, Accounting

Activities and Societies: Sigma Phi Epsilon

High School