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Professional Profile of Josh -- Financial Analyst/Staff Accountant to Manager/Sr. Accountant
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Title:
Financial Analyst/Staff Accountant to Manager/Sr. Accountant

Location:
US-California-Los Angeles

Work History:
FULCRUM FINANCIAL INQUIRY, LLP – Los Angeles, CA January 2006-Present
Financial Manager

SHOOK, HARDY & BACON, LLP – Kansas City, MO September 2000-October 2004
Systems Specialist


Skills:
· Client Services functions
o Perform high-level financial calculations and analysis to determine potential economic damages
o Assist in providing findings to CPAs for expert witness deposition and trial testimony
· Manage daily financial operations of a forensic accounting firm
o Prepare client-engagement contracts
o Internal accounting reports to senior management (A/R and WIP reports every 10 days and month-end account reconciliation and revenue reports)
o Billing and collections
o Compile and report operating statistics for all personnel
o Major purchases outside of daily sundries
· Oversee billing and client maintenance in Sarbanes-Oxley Whistleblower practice division
· Human Resources functions
o Prepare bi-monthly payroll and expense reports
o Calculate distributions for bi-annual bonus program
o Manage 401k contributions and reconcile in-house 401k activity for reports and future trades
o New-hire orientation and setup
· Computer forensics
o Assist in analysis of electronic discovery and reporting of findings
· Maintain information backup, retrieval and archival systems for large national law firm
· Coordinate design and implementation of inventory archival system
· Generate daily IT reports
· Manage after-hours system operations


Education:
Certificate in Public Accounting, Projected Graduation 2009- 3.3 GPA
University of California – Los Angeles, CA
Law Courses, 2005
Whittier College of Law - Costa Mesa, CA

Bachelor of Political Science, 2004
University of Missouri - Kansas City, MO

Professional Development: Numerous courses in Economics and Accounting, including micro- and macro-,
urban, and international economics, cost accounting, business math, auditing.

Software Applications: Microsoft Office Suite (Strong Excel- Pivot Tables/Vlookups), Sequel, BillQuick, QuickBooks, Adobe Acrobat



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