James Matthis

Financial Advisor

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Wallace, North Carolina, United States

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Timeline
About me
Partner at Waters & Matthis, CPAs, PLLC
Education
- UNC Kenan-Flagler Business School
  2009 - 2010
  Masters Accounting
  Activities and Societies: Social Committee Chairman
- University of North Carolina Wilmington
  2005 - 2007
  B.S.B.A. Finance
  Finance Major
- The University of Alabama
  2004 - 2005
  N/A Pre-Business
  Activities and Societies: Fall Dean's List Honors Society
Experience
- Edward Jones
  Jan 2008 - Aug 2008
  Financial Advisor
  Successfully gained Series 7 and Series 66 licenses. Built a client leads list, through personal contact, of over 400 individuals and businesses in less than two months. Worked with clients to deliver tailored investment solutions to meet their personal financial goals.
- PwC
  Oct 2010 - Aug 2012
  Private Company Services Tax Associate
  Worked mainly in the Private Company Services tax group in Greensboro, NC. Also worked in NYC with the Asset Management group, focusing on real estate partnership taxation. Gained experience with a variety of clients, from Fortune 1000 companies to individuals.
- JD Matthis & Company
  Aug 2012 - now
  President
  Our focus is serving small to mid-market companies. We guide our clients through the process of transferring their business. Our services include:CFO ServicesExit AdvisoryM&A AdvisoryValuation Services
- BLACKBELT® CAPITAL GROUP
  May 2013 - now
  Managing Director
  Private Equitywww.blackbeltcapital.com
- Whole Harvest Products
  Jun 2014 - Jul 2014
  Interim Chief Financial Officer
  Acting as primary change agent: bringing Whole Harvest Foods, LLC to a new level of operational and financial reporting accuracy and efficiency. Main areas of focus include: - increasing the timeliness and accuracy of financial reporting, including useful management reports - optimizing the capital structure to facilitate growth - instituting budget and cost analysis - improving cash management procedures - identifying and maximizing process efficiencies to improve operations - implementing improved forecasting and financial modelingwww.wholeharvest.com Show less
- Waters & Matthis, CPAs, PLLC
  Jan 2015 - now
  Partner
  We provide high-quality professional services to businesses and individuals. Our goal is to bring exceptional value to our clients and their businesses through our services.Our success is built upon a reputation of trust, experience, and reliability.Waters & Matthis, CPAs, PLLC is a CPA firm founded in Wallace, NC, and is the successor firm of an accounting practice that his been around for the better part of a century.www.wmcpas.com
Licenses & Certifications
- AICPA Leadership Academy Graduate
  Association of International Certified Professional Accountants
  Oct 2016
  View certificate
- Certified Public Accountant
  North Carolina State Board of CPA Examiners
Honors & Awards
- Awarded to James Matthis
  2016 AICPA Leadership Academy AICPA 2016 "The AICPA Leadership Academy exposes the next generation of CPAs to a strong ethic of leadership and service, providing them with strategies that empower candidates to become leaders within their organizations, communities, and the CPA profession."
- Awarded to James Matthis
  2016 CPA Practice Advisor 40 Under 40 CPA Practice Advisor 2016 "40 Under 40 honorees are among the best and brightest talent in the accounting profession. They are all active in the professional community, as well as in their local communities, where many are small business owners and employers. Many are also frequently seen at industry trade shows, such as AICPA PS/Tech and state CPA society events, giving seminars or participating in round table discussions on evolving practices and technologies.These are the voices of today that are shaping the… Show more "40 Under 40 honorees are among the best and brightest talent in the accounting profession. They are all active in the professional community, as well as in their local communities, where many are small business owners and employers. Many are also frequently seen at industry trade shows, such as AICPA PS/Tech and state CPA society events, giving seminars or participating in round table discussions on evolving practices and technologies.These are the voices of today that are shaping the profession of tomorrow."- CPA Practice Advisor Show less