Jim Paulson, Cpa Email & Phone Number

Naperville, Il, Us

Naperville, Il, Us

Naperville, Illinois, United States

- Lead and manage financial statement audits for non-profit organizations, ensuring accuracy, compliance, and timely completion. - Cultivate strong client relationships, gaining in-depth understanding of their operations, financial systems, and control structures.- Develop and execute audit strategies, efficiently managing multiple engagements and adhering to auditing and internal firm standards.- Mentor and guide audit staff, fostering a culture of teamwork and excellence.- Stay updated on non-profit sector trends and changes in accounting standards to provide informed, relevant advice to clients.- Prepare and conduct presentations of audit findings to boards and audit committees, articulating complex financial information and audit results clearly and effectively.- Responsible for managing engagement economics, ensuring profitability while maintaining high-quality audit services and client satisfaction.

Westchester, Illinois

- Managed accounting operations and financial planning for a 700-employee non-profit social services agency.- Upgraded financial processes and improved internal controls; supervised internal and offshore accounting teams.- Oversaw government contracts, ensuring compliance and accurate reporting for child development and senior care departments.- Streamlined department-level financials in collaboration with leadership, enhancing accuracy and report timeliness.

Chicago, Il

- Led financial statement audits across various industries, focusing on non-profit clients.- Drafted financial statements ensuring compliance with U.S. GAAP and appropriate disclosures.- Supervised and directed staff on audit engagements, identifying and suggesting improvements for control deficiencies.- Executed analytical and substantive procedures to verify account balances and transactions.

- Prepared journal entries and reconciled bank statements and ledger accounts.- Generated accounting reports for management and negotiated payments with delinquent accounts.- Handled daily accounting tasks including payment processing and invoice preparation.