Jim Tsai

8693 Coldwater Dr.

Powell, Ohio 43065

614-859-6528

jintsai.tsai@att.net

 

Skills Summary

·   Direct supervision of the personnel and functions of accounts payable, cash management, general accounting, and payroll. Coordination of annual financial audits

·   Preparation of the periodic pension plan/payroll reports and schedules to various government agencies to ensure compliance with governmental regulations.

·   Effectively lead task forces to surmount challenges such as facilitating a merger or to develop elegant solutions for complex crises and initiatives

·   Thorough accounting and financial experience and familiarity with use of following technologies:

o   BI/OLAP:  MS Office (including macros, VBA, Statistics ToolPak and SQL Server Data Mining Add-in for Excel and Access), SAS, Hyperion Brio, Cognos (Query and Report Studios), BusinessObjects (InfoView), PROS

o   SQL-based Data Warehouse: DBA/developer levels

o   Enterprise Systems: JD Edwards, PeopleSoft, SAP

 

Education

·   Georgia State University, Atlanta, Georgia, MBA

·   Tatung University, Taipei, Taiwan, B.S. Accounting

Certification

·   CPA Mar. 1996 - Present Accountancy Board of Ohio 

 

Work Experience

Personal and Corporate Consultant, August 2008— Present

Jim Tsai Accounting and Financial Services

·   Routinely support small businesses with accounting system setup and maintenance, general business consulting, Income tax research and analysis, payroll services, and preparation of business returns.

·   Provide contract services to corporate clients

o   Design and develop data warehouse systems in a SQL Server environment; create and test SQL packages to generate Monthly Performance Reporting (Scorecard).

o   Work with stakeholders across the organization to build requirements and architect solutions to support operation and business decision making.

o   Train corporate staff to use database application more effectively in accessing data from legacy systems and developing ad hoc managerial reports, as well as to create documentation for pricing systems.

o   Conduct variance analysis to identify pricing benefit performance from various dimensions. 

Major Engagements:

PTS Physicians, Jan 2015 — Nov 2015 (Business Analyst)

•    Maintain/improve/document data treatment protocol across multiple data sets from disparate sources in order to ensure accurate mapping into databases

•    Manage client access to software solutions and create supplemental analysis and reports.

•    Contribute to ongoing product and service development.

•    Provide general analytical support to executives to enhance client engagements.

Zulily, Aug 2014 — Nov 2014 (System Integration Consultant)

•          Data integration between Kronos Workforce Ready and Workforce Central.

Cardinal Health, Oct 2010— May 2012 (Business/Data Analyst); Jan. 2013—Apr 2014 (Sr. Financial Business Analyst)

•          Gather (including scripting) and process massive data from SQL and ORACLE data warehouses to prepare Divisional Scorecards.

•          Conduct analysis of financial data.

•          Develop reports for modeling analysis, earning projections, budgeting, and cash flow projections

Advise management with profit objectives

Pacer International, Oct 2012—Dec 2012 (Budget/Data Analyst)

•          Develop an Excel user friendly front end to support bid process for senior management by integrating with SQL and other data warehouse.

Ohio Department of Health May 2010—July 2010 (Budget Analyst II)

•          Manage the Pay Fiscal Services Unit within the Agency HR Support unit, ensuring reliability of fiscal accounting.

•          Supervises & coordinate fiscal activities of unit including performing database management & activities, purchasing, accounting, accounts payable & receivables support;

•          Approve purchase orders for encumbering funds that involve state contracts & controlling board waivers;

•          Recommend & implement modifications & new procedures as required to correct problems.

•          Design/modify queries and reports (under Cognos Query and Report Studios) to present operational analysis.

Plaza Properties (Columbus, OH), June 2009—Jan 2010 (Project Manager)

•          Design and develop a data warehouse system in a SQL Server environment.

•          Efficiently integrate data (financial and non-financial) from various sources for an enterprise reporting system.

•          Work with stakeholders across the organization to build requirements and architect solutions to support operation and business decision making.

Central Proteinaprima Tbk (Jakarta, Indonesia), Aug 2008—May 2009 (Sr. Advisor)

•          Introduce automated workflow concept to in-house CRP development (based on SAP) by developing a workflow prototype.

•          Analyze and document current costing process for coming SAP conversion.

•          Train corporate staff to use database application more effectively in accessing data from legacy systems and developing ad hoc managerial reports.

 

Manager of Portfolio Information/Sr. Technical Operations Analyst Nov. 1996—July 2008
Empirian Property Management/Equity Residential Trust, Columbus, OH

·   Direct an Accounting/Legal task force to reconcile 40,000 limited partners’ capital accounts in near 400 partnerships by using data mining approach.  This reconciliation was a critical prerequisite for a merger and was completed 2 months ahead of expectation.

·   Use database approaches to expand and incorporate managerial reporting system with internal control process.  This enhancement not only strengthened the internal control but also gave management more confidence in meeting SOX compliance.

·   Research, identify, and develop business application systems to timely convert business concepts into business actions.

·   Provide statistical analysis of major business variables; develop automated early warning system to monitor/forecast crucial indicators from operations.

·   Assist with the annual budget process for each community, review and process budget roll-up to district, region and corporate level.

·   Assist with monitoring the implementation of budget and operating plans, apprising Senior Management of significant exceptions from budget or operating plans, and preparing monthly operating variance reports.

Business Analyst III July 1995—Nov. 1996
Banc One Investment Advisors Corp., Columbus, OH

·   Investment performance calculation, analysis, verification, and reporting with peer group comparisons for mutual funds, common trust funds and separately managed accounts.

·   Develop PC applications that integrating data from various sources for Institutional accounts billing, performance information and bonus accrual processing, and for investment product cost and profitability reporting.

·   Develop interactive Access based budget system to collect data from various departments.  Roll up data into various levels and provide data analysis to responsible managers.

Accounting Manager Oct. 1994—July 1995
F. C. Smith Clinic, Inc., Marion, OH

·   Direct supervision of the personnel and functions of accounts payable, cash management, general accounting, and payroll.

·   Preparation/presentation of monthly, quarterly, and annual financial reports.

·   Preparation of annual operating budget and income projections.

·   Coordination of annual financial audits

·   Preparation of the periodic pension plan/payroll reports and schedules to various government agencies to ensure compliance with governmental regulations.

·   Negotiation of capital lease conditions and Preparation of lease analysis for lease vs. buy decision and for end-of-lease buyout opportunities.

Controller Oct. 1993—Oct. 1994

M. A. Fox Company, Columbus, OH

·   Manage accounts payable, accounts receivable/billing, bank reconciliation, general ledger, payroll, sales tax, and general accounting functions.

·   Interact with project leaders regarding financial matters such as quoting, progressive billing, project management, budgeting, and cost control.

Accountant 11/1991 - 10/1993
Taggart Marryott Real Estate, Columbus, OH

·   Monthly and annual financial statement preparation and analysis.             

·   Annual budgeting process assistance.

·   Year-end cash to accrual financial statement conversion.

·   Real estate tax and insurance escrow analysis and processing.

·   Fixed asset analysis.

·   Bank reconciliations and cash analysis.

·   Accounts payable and accounts receivable processing.

·   General ledger analysis and general journal entries.

Import/Export Coordinator 6/1985 - 8/1991
Roanoke Furniture/Fedco International, Columbus/ OH, Taipei/Taiwan

·   Arrange Letter of Credit (L/C) and negotiate performance conditions.

·   Work with suppliers to coordinate production, testing, and inspection schedules to ensure timely shipments.

·   Ensure timely preparation of all required documentation (commercial invoice, packing list, bill of landing, etc) and the compliance with all requirements listed under any L/C.

·   Provide excellent customer service throughout the import/export process including quick response to inquiries and problem resolution.

·   Assure the integrity of the issuing banks and the authenticity of the L/C. Identify irregularities to avoid L/C discrepancies.

·   Arrange import/export financing and managed foreign currencies to facilitate international transactions and avoid risk of foreign exchange fluctuation.