Jim Anagnos, Cpa Email & Phone Number

Boston, MA

Boston, MA

• Provide complex financial analysis and strategic support for US Retail Sales, Marketing, Investment Strategies and Corporate Communications with aggregate revenue of $500M and expenses of $150M.
• Provide senior management with monthly updates and insights on key metrics and cost drivers.
• Strategic support and insights driving efficiency and effectiveness in achieving cost reductions of $15M.
• Part of working group helping leverage data analytics to help sales team meet 2018 sales goal of $21B.

Boston, MA

• Led accounting functions for company that does $500M in annual revenue.
• Led 7- person team on all aspects of company's general ledger.
• Led preparation and presentation of company's monthly results to Controller and CFO.
• On small team responsible for financial analysis preparation and review in selection process of new company office space.
• Led overhaul of company's corporation allocation expense process increasing from 5 to 9 allocations.
• Managed annual audits of company's 13 legal entities.

Boston, MA

• Responsible for creating and updating finance process policies.
• Responsible for managing and coordinating several SSAE 16 audits with big four audit teams.
• Responsible for performing quarterly and annual risk assessment; determine process risk ratings and work with internal audit to plan control testing.
• Responsible for managing spreadsheet process and SOX documentation within the Finance Department.

Boston, MA

• Responsible for managing the monthly, quarterly and year-end close procedures.
• Responsible for managing one senior accountant and two staff accountants whose responsibilities included advisory fees, management and 12b-1 fees, cash, SOP projects, prepaid expenses, accounts payable, payroll, fixed.
• Responsible for overseeing and managing the corporate accounting team reconciliations of general ledger accounts, spreadsheet process and SOX documentation.
• Involved in providing support during the due diligence process of the company acquisition in 2007.

Lexington, MA

• Responsible for monthly, quarterly and year-end close procedures.
• Responsible for overseeing and recording of daily transactions which include payroll, cash, accounts payable, accounts receivable, debt and equity transactions.
• Responsible for preparation and/or review of reconciliations of all general ledger accounts.
• Involved in the preparation of 10Q and 10K filings.
• Involved in developing and coordinating reforecast of the 2005 budget and preparation of 2006 budget.
• Involved in developing fixed asset purchase/disposal policy and revised monthly close procedures.

Boston, MA

• Responsible for planning, coordinating and ensuring company compliance with Sarbanes-Oxley requirements.
• Involved in developing training material and performing special training workshops for the organization.
• Involved in determining the scope and timing of business unit Sarbanes-Oxley documentation and testing.
• Was individually responsible for working with and managing specific business units in the documentation and testing of processes and controls over the operations of the company.
• Responsible for working with business units in identifying control weaknesses and developing and implementing remediation plans.

Boston, MA

• Responsible for coordinating and managing engagements involving a wide range of public and private companies in various industries. Included planning, budgeting, preparation of financial statements, and coordinating.
• Involved in the preparation and review of quarterly and year-end SEC filings. Included several companies with multiple entities requiring consolidated financial statements.
• Responsible for the management of staff personnel during engagements.
• Performed monthly accounting and bookkeeping services for various clients.
• Prepared federal and state tax returns for individuals, partnerships and corporations.

White River Junction, VT

• Responsible for coordinating and managing engagements involving a wide range of companies in various industries.
• Responsible for the management of staff personnel during engagements.
• Involved in various internal auditing projects requiring analysis of company systems.
• Performed monthly accounting and bookkeeping services for various clients.
• Prepared federal and state tax returns for individuals, partnerships and corporations.