Jim Schultz Email & Phone Number

California, United States

Oakland, California, United States

Development of new accounting and finance processes including: establishing new lease accounting in accordance with ASC842, cashflow forecasts, capital addition reviews, and system conversion to new ERP, development of new cost accounting approaches.

Walnut Creek, California, United States

Assisting client, Eden Enterprises, Inc., with accounting process improvement in numerous areas, including: cost accounting for manufacturing and farming operations, fixed assets review and adjustment, upgrading consolidations, accounting for shared services.

Modesto, California

Providing financial consulting services for the client's reorganization. Services include financial analysis, cash processing, departmental realignment, contract assignments, lease accounting restructuring in accordance with ASC 842.

San Francisco, Ca

Financial modeling auditing, year-end audit assistance, financial statement review, general ledger close preparation and activity review, statement of cash flow preparation. Enhanced the fixed assets system records, processes, and analysis. Helped build and implement a new asset retirement obligation model of the company's power plants. Performed SOX controls for the fixed asset processes.

Redwood City, Ca

Acting Director of Finance & Administration, Directing company:• Financial management, including financial modeling, project pricing, cash management, financial analysis, general ledger, account receivables/ payables, project cost accounting, financial and management reporting;• Contract Administration, including customer and vendor contract development and review, risk management, governmental reporting, and negotiation;• Information Technology, including service management… Show more Acting Director of Finance & Administration, Directing company:• Financial management, including financial modeling, project pricing, cash management, financial analysis, general ledger, account receivables/ payables, project cost accounting, financial and management reporting;• Contract Administration, including customer and vendor contract development and review, risk management, governmental reporting, and negotiation;• Information Technology, including service management, hardware and software acquisition, and data security. Show less

Oakland, Ca

Directed the financial operations of $150 million revenue business, including accounting, financial and board reporting, planning and analysis. Managed a staff of three financial managers. Lead the Ports America Shared Services financial teams in billing, accounts payables, payroll, collections, fixed assets and general ledger accounting activities. • Managed and performed pricing and margin analysis of customer service revenue deals.• Upgraded the company’s budgeting and reporting… Show more Directed the financial operations of $150 million revenue business, including accounting, financial and board reporting, planning and analysis. Managed a staff of three financial managers. Lead the Ports America Shared Services financial teams in billing, accounts payables, payroll, collections, fixed assets and general ledger accounting activities. • Managed and performed pricing and margin analysis of customer service revenue deals.• Upgraded the company’s budgeting and reporting software systems.• Oversaw the addition of over $40 million of capital assets in technology, terminal equipment and civil projects.• Worked with the treasury and legal departments to obtain finance leases and equipment loans of $27 million. Show less

Alameda - San Leandro, Ca

Directed the financial and management activity of the transportation technology equipment and service provider. Lead the financial and administrative activities related to the company’s spinoff. Developed financial reporting systems for the business start-up, including customer project revenue and margin analysis.

Oakland, Ca

Directed financial planning, budgeting, financial management reporting, financial analysis, operational and metric reporting and system development. Hired, trained and supervised a staff of seven finance and systems professionals.• Developed sophisticated financial and operational metric reporting package and dashboard utilizing latest business intelligence tools.• Managed the development and maintenance of financial and operational databases for metric reporting.• Directed the… Show more Directed financial planning, budgeting, financial management reporting, financial analysis, operational and metric reporting and system development. Hired, trained and supervised a staff of seven finance and systems professionals.• Developed sophisticated financial and operational metric reporting package and dashboard utilizing latest business intelligence tools.• Managed the development and maintenance of financial and operational databases for metric reporting.• Directed the annual budget, quarterly forecasts, monthly and weekly financial analysis reports and bank compliance reporting.• Supervised the preparation of financial models, due diligence support, analysis and reporting related to the sale of the company. • Post merger, led the company’s management and board reporting.• Developed numerous special purpose business intelligence reports and analyses. Show less

San Francisco, Ca

Directed financial reporting, general ledger, consolidations, audit preparation and management, fixed assets, accounts payable and accounts receivable functions for worldwide aircraft leasing company generating annual revenues of $150 million. Established accounting policies and procedures. Hired, trained and supervised a staff of accounting professionals and consultants.• Consolidated over 40 legal entities and produced seven audited financial statements.• Implemented a new accounting… Show more Directed financial reporting, general ledger, consolidations, audit preparation and management, fixed assets, accounts payable and accounts receivable functions for worldwide aircraft leasing company generating annual revenues of $150 million. Established accounting policies and procedures. Hired, trained and supervised a staff of accounting professionals and consultants.• Consolidated over 40 legal entities and produced seven audited financial statements.• Implemented a new accounting policy and model that properly recorded future repair liabilities.• Supervised highly successful conversion of financial system to Lawson with Hyperion. • Developed and implemented financial systems for six start-up companies.• Prepared financial statements and schedules for an innovative, $720 million securitization financing. Show less

San Francisco, Ca

Supervised the full range of accounting functions, including general ledger, accounts payable and receivable, payroll and financial reporting for ocean container leasing company that generated annual revenues of $80 million. Prepared annual budgets and managed a staff of accounting professionals. Led efforts to utilize new accounts receivable system that led to a 2 day savings in A/R closings. Saved 1 1/2 days for fixed asset monthly closings through systemization improvements.

San Francisco, Ca

Managed the accounting policies and procedures for general ledger, cash, debt, accounts payable, fixed assets, subsidiary accounting consolidations and management reporting functions for this devision of GE Capital. Division leased ocean containers generating annual revenues of $500 million. Supervised a team of accounting professionals and consultants utilizing Oracle financial system. Developed a new methodology to analyze and quantify the cost of a major marketing program which led to a new… Show more Managed the accounting policies and procedures for general ledger, cash, debt, accounts payable, fixed assets, subsidiary accounting consolidations and management reporting functions for this devision of GE Capital. Division leased ocean containers generating annual revenues of $500 million. Supervised a team of accounting professionals and consultants utilizing Oracle financial system. Developed a new methodology to analyze and quantify the cost of a major marketing program which led to a new pricing policy. Show less

Bs, Managerial Economics

Mba, Finance And Accounting