Jim Anderson

Experience

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  Internal Revenue Service

  Jan 2003 - Jan 2006

  Tax Specialist, Auditor
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  Liberty Tax Service

  Jan 2006 - Jan 2009

  Manager of Tax Service
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  Private Family Office

  Jan 2008 - Jan 2013

  Senior Financial Analyst

  Drove critical metrics through in-depth operational data and infrastructure analysis, evaluation of current financial operating procedures and creation of detailed analytics. Monitored and implemented best practice solutions, strategic enhancement models and technical formulas; reduce unnecessary overhead, standardized operational policies, and generated significant cost-savings through employee/operational realization. Gathered financial data, reviewed all internal processes and incorporated business plans to streamline costs. Worked in close collaboration with senior management teams to present impact of findings and recommended data-driven solutions to enhance profitability, streamline operational efficiency, and support continuous process improvement.Charged with the timely/accurate preparation of internal/external financial schedules. Played a key role in planning for major liquidity event, collaborating with outside consulting firm to invest cash.Assisted in creation and implementation of sound accounting policies and procedures ensuring quality and accuracy. Show less

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  C&K Trucking, LLC

  Jan 2013 - Jan 2022

  Controller

  Held overall responsibility for complex, mission-critical accounting, and financial management functions. Accountable for the timely and accurate review/preparation of monthly, quarterly, and annual financial statements. Ensure all financial documentation is in strict compliance with GAAP regulatory standards. Charged with posting G/L entries, preparing annual budgets, sales/income tax reporting and variance analysis (budget versus actual). Primary Point of Contact (POC) regarding the coordination and execution of financial audits. Perform comprehensive analysis of profitability levels to accurately update standard costs and provide senior management with recommendations for areas of focus pertaining to revenue generation objectives. Provide leadership and direction to a highly skilled team of five direct reports. Leverage technical acumen and financial systems expertise to streamline the implementation/utilization of new processes.Responsible for preparing, issuing, and filing 1099s for over 1500 owner-operators and various other vendors/stakeholders across three entities. Show less

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  WARP

  Jan 2022 - Jan 2022

  Controller

  Core member of the management team with full accountability for the coordination and administration of an outsourced accounting team in India and Sri Lanka. Full oversight and strategic steering control for financial and statutory requirements across accounting, business planning, treasury, tax, audits, cash flow, HR, reporting, and contract negotiations. Composed operational documentation and reports; identified and quickly resolved issues/concerns that arose. Established, implemented, and continuously monitored enterprise-wide benchmarks to ensure gross-profit attainment.Reconfigured interdepartmental communications to streamline financial data flow in support of more effective decision-making and resource optimization. Show less

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  OvaInnovations, LLC.

  Oct 2022 - Oct 2024

  Develop and execute financial strategies including budgeting, forecasting, and financial modeling bringing financial acumen, strategic insight, and risk management expertise while helping navigate the complexities of financial management in the dynamic startup environment. Identify and mitigate financial risks, ensuring financial health and compliance with regulatory requirements. Effectively manage cash flow to meet operational needs and optimize resource allocation. Provide accurate and timely financial reports to stakeholders, investors, and management, fostering transparency and accountability.Collaborate with the leadership team to make informed business decisions, considering financial implications and long-term sustainability.Contribute to the development of exit strategies, aligning financial goals with projections and trajectory.Cultivate relationships with investors, board members, and other decision makers communicating financial performance and strategies to instill confidence and support.Implement financial systems and processes to enhance operational efficiency, scalability, and overall business performance. Show less

  • Chief Financial Officer

    Jan 2024 - Oct 2024

  • Controller

    Oct 2022 - Jan 2024