Jim Henderson, Cpa, Cfp Email & Phone Number

Cincinnati, Ohio, United States

Cincinnati Oh Area

Deliver consulting services in areas of accounting and finance, including interim leadership, project management, mergers and acquisitions, process improvement, financial reporting, system conversions and integration. Looking for new opportunities and engagements.★ Most recently served as Lead Transition and Project Manager for international company looking to expand their US footprint. Work included 3 targets - supporting the due diligence, contract review, valuation, purchase… Show more Deliver consulting services in areas of accounting and finance, including interim leadership, project management, mergers and acquisitions, process improvement, financial reporting, system conversions and integration. Looking for new opportunities and engagements.★ Most recently served as Lead Transition and Project Manager for international company looking to expand their US footprint. Work included 3 targets - supporting the due diligence, contract review, valuation, purchase agreement, deal closure and integration. Show less

Hamilton, Oh

★ Actively supported the launch of this Procter & Gamble Co subsidiary as it disrupted the conventional injection molding industry with its new technology.★ Managed daily finance operations, customized system functionality, documented procedures, and trained users to support various system functions.★ Oversaw all finance, accounting, and purchasing functions, including financial reporting, general accounting, forecasting, budgeting, cash management, tax, payables, receivables and… Show more ★ Actively supported the launch of this Procter & Gamble Co subsidiary as it disrupted the conventional injection molding industry with its new technology.★ Managed daily finance operations, customized system functionality, documented procedures, and trained users to support various system functions.★ Oversaw all finance, accounting, and purchasing functions, including financial reporting, general accounting, forecasting, budgeting, cash management, tax, payables, receivables and inventory.★ Led the selection and implementation of a SaaS quotation system and managed order processing for all sales activity. ★ Implemented and managed the newly acquired Enterprise Resource Planning (ERP) system - Microsoft Dynamics AX. Show less

312 Plum St, Suite 750

★ Responsible for leading financial operations of the 3-state, 9-entity print and digital media business.★ Played integral role in launching, developing, funding, and maintaining the firm★ Developed $97M in revenue, serving 25K small and medium businesses.★ Converted the company from ORACLE® financial accounting system to Sage Intacct.★ Designed, implemented, and managed the firm’s information technology, risk management, and human resources functions.★ Streamlined the… Show more ★ Responsible for leading financial operations of the 3-state, 9-entity print and digital media business.★ Played integral role in launching, developing, funding, and maintaining the firm★ Developed $97M in revenue, serving 25K small and medium businesses.★ Converted the company from ORACLE® financial accounting system to Sage Intacct.★ Designed, implemented, and managed the firm’s information technology, risk management, and human resources functions.★ Streamlined the monthly close process by reducing closing times by 5 business days; developed new internal controls for securitization reporting.★ Created and monitored new credit policy, resulting in a 30% decrease in bad debt rate. Show less

★ Led the daily operations of the registered broker/dealer and investment advisor business unit on behalf of the Cincinnati-based Great American family of companies. Expanded the start-up firm to over 300 branches and 700 independent advisors. Responsible for all operations, recruiting, marketing, compliance, planning and marketing.★ Managed the centralization of the marketing and support staff that included product development, promotions, management reporting, agent fulfillment and online… Show more ★ Led the daily operations of the registered broker/dealer and investment advisor business unit on behalf of the Cincinnati-based Great American family of companies. Expanded the start-up firm to over 300 branches and 700 independent advisors. Responsible for all operations, recruiting, marketing, compliance, planning and marketing.★ Managed the centralization of the marketing and support staff that included product development, promotions, management reporting, agent fulfillment and online transactions.★ Collaborated with Sales and Marketing to develop new financial institution sales channel.★ Directed product development efforts, generating 18 new life and annuity products.★ Implemented new financial accounting accounting standard for life insurance, while relocating 420 employee division from Los Angeles to Cincinnati.★ Developed new financial reporting system for property and casualty operations, incorporating actuarial estimates, general ledger data, and claims system activity. Show less

Cincinnati, Ohio, United States

★ Managed the accounting functions and operations including budget and cost administration, financial reporting, GAAP and statutory financial statement preparation, consolidations, premium taxes, and general ledger accounting for this life insurer.★ Contributed to successful relocation of operations from New York to Cincinnati for 250+ new associates as.

Prepared, supervised, and completed audits for publically and privately held companies; interfaced with clients across a range of industries including property, casualty, and life insurance, consumer products, and wholesale produce.