Jim Gulick Email & Phone Number

Responsible for the accounting and finances of the Cleveland Roman Catholic Diocese. Duties also include oversight of human resources, information technology, insurance, pensions, employee benefits, investments, cemeteries, seminaries, several high schools, facilites and miscellaneous administration.

West Side Catholic Center is a non-profit agency in Cleveland, Ohio that provides food, clothing, shelter and other needed services for the homeless. Served two years as the Treasurer, during which time West Side Catholic Center negotiated and completed a merger with Family Transitional Housing which greatly expanded WSCC's ability to provide shelter and housing services.

Responsibilities highly correlated to the integration of National City Corporation into PNC Financial Corporation and include:• Ongoing risk assessment and mitigation activities related to critical processes and products, including membership on numerous risk management governance committees.• Integration of internal audit and fraud units, as well as National City transition to new external audit firm.• Management of project to develop systems necessary to comply with new accounting rules affecting acquired assets.• Member of Disclosure and Internal Controls Committee; assistance in developing internal controls related to critical accounting functions to comply with Sarbanes-Oxley 302/404.

Responsibilities as General Auditor primarily included: - Corporate Audit and Loan review functions - Loss Avoidance and Investigations GroupResponsible for managing all internal audit activities of National City, a $150+ billion total assets financial holding company. From 1995-2003, also responsible for managing all internal audit activities for National Processing, Inc., a majority owned, $500 million (revenue), NYSE-traded subsidiary of National City Corporation. Implemented the SOX 302/404 process for National City Corporation and responsible for ongoing testing and compliance. Developed and managed the Loss Avoidance and Investigations organization. Activities included investigation of frauds, operation of several fraud risk identification programs, and analysis and reporting of fraud activity.

Responsibilities included SEC, U.S. Regulatory, and internal management reporting; implementation of new accounting pronouncements; M&A financial due diligence and analysis; regulatory/corporate capital management, including participation in four public debt offerings; and de facto - corporate controller over NCB's fee businesses.

The Clearing House is an independent organization owned by the fifteen largest banks in the United States. It is essentially a competitor with the Federal Reserve offering a variety of services related to the processing of electronic transactions between financial institutions and facilitates inter-bank settlements. As the General Auditor for National City I had the opportunity to sit on their Audit Committee for a 5 year period.

•Responsible for diverse client base that included large multi-national, divisional level and medium-sized clients and start-up company engagements. Specific industry experience included manufacturing, telecommunications, pensions, commercial and residential real estate, contracting (including government contracting), retailing and computer service bureaus.•In the service of multi-national clients, directed foreign audit teams in the planning and conduct of required audits to ensure foreign and U.S. audit requirements were met. Oversaw audits of divisional data for operations in most European countries and Japan. •Assisted many clients involved in merger and acquisition activity through performance of special target company audits, general business investigations, SEC filings, settlement of arbitration disputes, and guidance on purchase/pooling accounting.

Bs, Accountancy

Education record