James Evans, M.B.A., Cma Email & Phone Number

Wyoming, Mi, Us

Management of Accounting, Purchasing, IT, Human Resources, & Customer Service departments; Administrator of 401k and ESOP plans; Chairperson of the ESOP Committee; Directing ERP implementation; Development of incentive plans; Leading management team and company through strategic planning; Oversight of all Month-end & Year-end reconciliation, preparation and closing; Monthly, quarterly, annual and 5 year forecasting; Board presentations; Due diligence and Acquisitions; Oversight of building leases, tenants and property management; Managing legal, CPA and banking relationships; Managing costing system; inventory processes, physical counts and valuation; Insurance & risk management; partnering with managers for continuous improvements. •Negotiated, secured two acquisitions. Result: profitable restaurant table product lines in upscale hospitality market and profitable wood product lines in multiple industries •Created weekly and monthly KPI’s and cash flow reporting. Improved monitoring of cash flow, identified weak areas, prompted better decision-making, and better risk management•Created weekly and monthly reporting for bank: 13 week cash flow forecasts; Debt service coverage ratio; Funded debt to EBITDA. Improved banking relationship and enhanced financing and investment options•Created financial highlights with detailed explanations for management. Improved decision-making•Created efficient and accurate monthly closing. One day close, quick, accurate reports for management•Improved costing/quoting model. Result: accurate costs and ensured long-term profitability•Developed profit/gain sharing bonus plan. Improved employee attendance and productivity•Led management team on evaluating equipment and strategic objectives, brought significant cost reductions and additional capabilities and growth to the company•Consolidated financial statements and separate financials for three companies, allows managers to focus on specific company operations by division

Grand Rapids, Mi, Us

Teaching primarily an MBA accounting course: ACCT640 - Managerial Accounting. Have taught:ACCT201 - Accounting Foundations IACCT202 - Accounting Foundations IIACCT213 - Cost Accounting

Grand Rapids, Mi, Us

Creating lessons; Lecturing; Mentoring; Tutoring; and facilitating discussion for courses in Accounting Foundations, Cost Accounting, Financial Accounting, Managerial Accounting, Financial Fundamentals for Managers, Financial Management, Personal Financial Planning, Strategic Management; Negotiation & Conflict Resolution; and Management & Leadership.

Responsibilities: Oversight of accounting department and all Month-end & Year-end reconciliation, preparation & closing; Extensive financial & operational analyses (100+ each month) for owners & managers; Cash management; Budgeting and Forecasting; Oversight of inventory procedures and valuation; analyzing raw material costs; Analyzing production and operations; Profitability analyses by customer & product; partnering with department managers for review and continuous improvements; Partnering with Sales Director on price quotes and incentives for customers; Insurance & risk management; and 401k administration.Accomplishments:• Created weekly and monthly KPI’s and reporting. Result: identified weak areas, prompted better decision-making• Created detailed customer analyses. Result: identified losses and required price changes to ensure profitability • Partnered with sales director and created a better quoting process and creative customer incentives. Result: increased sales activity with more profitable customers.• Established process to ensure commissions paid on net customer invoices. Result: saved $70,000/year.• Created month end closing checklist. Result: accurate and quicker month end closing• Created spreadsheets to verify invoices against entry in accounting system. Result: accurate GL accounts• Improved calculation of monthly accruals. Result: reporting accuracy and fewer fluctuations between months.• Created an Accounts Payable process and policy to enter immediately and match up invoices with bills of materials. Result: immediate and accurate Accounts Payable recorded in the appropriate period.• Created an extensive reconciliation audit package for CPA firm’s annual review. Result: Fees reduced $15,000. • Maintained daily bank reconciliation. Result: accurate available cash balance.• Created a credit memo policy for customers receiving rebates. Result: stopped undocumented deductions.

Allendale, Mi, Us

Teaching ACC213 - Principles of Managerial Accounting

A subsidiary of Manpower; JWI is a Global provider of accounting, finance, tax, regulatory compliance, training and internal audit services; 2,500 employees; $330m revenue) Responsibilities: Servicing clients with accounting, finance, training, and project management expertise Accomplishments: Improved productivity for 60,000+ global employees of The Whirlpool Corporation by creating 55+ interactive, e-learning training courses in accounting, finance and SAP systems.

Responsibilities: Management of accounting, finance, shipping & receiving, customer scheduling, human resources, information technology and administrative personnel & departments; Partnering with managers to improve performance; Reconciliation & closing; Monthly and weekly financial reporting and analysis; Custom analyses for Management team; Budgeting; Inventory management; Business insurance management; Reviewed capital requests; Due diligence and Researched opportunities; Cash management; payroll and internal controls.Accomplishments:• Created flexible budgeting monthly review process with managers. Result: managers were able to quickly respond and make adjustments. Three years of losses stopped immediately.• Developed employee incentive and development plans. Result: reduced employee turnover and improved morale • Negotiated with Caterpillar. Result: gained a signed production guarantee from Caterpillar.• Negotiated financing with the current bank. Result: saved $200,000 over a seven year period• Created an extensive year end reconciliation audit package for the CPA firm’s annual review. Result: CPA fees reduced from $25,000/year to only $9,000/year. • Setup a closing process with planning, automating and facilitating with departments. Result: reduced Month-end closing from 20+ days down to within three days.• Improved ERP cost accounting system with time studies, researching, and better allocation of overhead costs. Result: accurate product cost, which enhanced new customer quoting and updating prices for current customers• Improved the AR collection process. Result: reduced AR days outstanding from 85 days down to 45 days.

Grand Rapids, Michigan, Us

Network180 (promotes quality of life for community of Kent County; 120 employees; $100m+ in revenue)Responsibilities: Monitored and reported expenses to department managers; researched variances and explained problem areas & possible solutions to division leaders; and prepared governmental reports.Accomplishments:$50,000 yearly savings by finding internal control problem of overpayment to outside agencies.Developed analysis explanation-reporting process that helped division and case managers make better and quicker decisions to improve operations of various departments.

Responsibilities: Oversight of all accounting functions for multi-location corporation; Consolidated financial statements & analysis; Budgeting; Custom analyses & reporting for branch managers; Partnering with branch managers to help determine improvements for their respective locations; Job costing; Inventory management; Oversight of Month-end/Year-End reconciliation & closing; Sales tax reports; Transfer pricing & corporate allocation; and directed the Payphone Division operations, sales, and service. Accomplishments:•Setup a closing process & procedures. Result: Month-end closing from 15+ days down to within three days.•Created spending controls/approval process. Result: losses stopped immediately (previous four years were losses).•Created weekly, flash reports for each branch location. Result: Branch managers made quicker decisions and adjustments that improved each branch’s profitability.•Changed the revenue model for the Payphone division. Result: the payphone division generated a profit within three months. First time in the company’s history that this division was profitable.•Met with each branch manager and completed budget before the New Year. First time in the company’s history it was completed before the New Year. Result: Resources were better allocated, improved sales & customer service.

All accounting functions; Budgeting; Financial reporting & analysis; Cash management; Month-end/Year-end reconciliation and closing; Preparation for year-end CPA audit; and Payroll.

Certificate In Fp&A, Financial Planning And Analysis

Post-Graduate Certificate, Accounting

Mba, Management

Bachelor Of Business Administration, Accounting

2 Yr Certificate, Advanced Accounting

Master Of Education, Education

Master Of Business Administration - Mba, Business Administration And Management, General