James Bartsch, Cpa Email & Phone Number

Watertown, Wisconsin, Us

Hartford, Wisconsin, Us

Houston, Tx, Us

Resolved complex financial problems, improved processes, and streamlined workflows by drawing upon comprehensive experience. Employed expert communications techniques in order to optimize business productivity and profits. Managed all phases of accounting including payroll, accounts receivable, accounts payable, and billing.Key Accomplishments:• Slashed 1.5 days of labor by implementing new and improved payroll procedures.• Reduced over 60-day outstanding A/R by 62 percent by implementing Customer follow-up policies.• Achieved month-end closing in five days time.

Milwaukee, Wi, Us

Prepared timely, detailed, thorough, and accurate financial statements on a consistent basis. Ensured compliance with all rules, regulations, policies, procedures, laws, and guidelines relevant to business operations. Enhanced financial management with hands-on supervision of financial operations including risk management, annual budget preparation, and monthly and annual financial closings.Key Accomplishments:• Decreased outstanding A/R 15 percent by streamlining invoicing practices.• Improved staff utilization with a four day, 10-hour workweek.• Reduced overtime 60 percent with improved project scheduling.

Caledonia, Wi, Us

Exhibited strong understanding of market performance in order to drive return on investment. Coordinated and managed all financial operations for construction billing, residential billing, accounts payable, and payroll for 92 employees with multiple major projects across two states. Key Accomplishments:• Decreased days outstanding from 25 percent to 10 percent for past dues with improved invoicing processes.• Created work-in-progress reports that showed the financial status of 30 different construction projects.

Combined financial, logistics, and communications skills in order to increase productivity and profits. Improved data management by customizing import files. Entrusted to create and execute daily production reporting for both the Owner and the Vice President. Attained a yearly average of 45 projects, and excelled at all Construction Project Billing (AIA) and associated paperwork.Key Accomplishments:• Implemented payroll systems that saved $6k annually.• Saved the company $400k annually by removing factoring.• Obtained a $250k line of credit.

Cardiology practice with 27 physician owners generating $65 million in annual revenue.Chief Financial Officer, 2004 - 2007Director of Finance & Human Resource Manager 2002 - 2004Accounting Manager 1998 - 2002AchievementsImplemented FRx reporting software, reducing financial report generation time from four hours to one.Implemented procedures to close year end and complete all reports by January 31st.Quarterly and Annual financial presentations to Board of Directors. Directed all accounting responsibilities for related non-profit medical research foundation.Coordinated audits of Profit Sharing Plan, Benefit Plan, and Non-Profit Foundation.Performed and supervised preparation of Payroll, Profit Sharing & Health Benefit administration for 200 staff including plan modifications, enrollment meetings, vendor relations/selection, audit, and Form 5500's.Accounting Manager 4/1998 - 4/2002Achievements Spearheaded technology implementation that improved payroll processing by three days, saving $30K annually and removing outside vendor.Performed and supervised accounting procedures for Physician Practice and Profit Sharing Plan. This included all accounts payable, journal entries, reconciliations, and preparation of financial statements and management reports with annual billings exceeding $65 Million.Interaction with all levels of staff in Organization.Administered all insurance policies for auto, commercial, liability, malpractice, etc.Worked with financial institutions and vendors on financing arrangements.Created new processes to present W-2's to staff with last paycheck of the year.Assisted non-financial department heads on deciphering financial activity.Departmental policy and procedure reviews/revisions.Management of two support staff.Preparation of annual Personal Property Tax returns for four locations.