James D Workman
Senior Accountant
About
I’m an experienced accountant with over 11 years' accounting experience in microchip manufacturing. I have 3 years' experience writing SQL queries and 1 year's experience analyzing data with Python and Pandas dataframes.
Work Experience
Axxcss Wireless Solutions, Inc.
Goleta, CA
April 2011 – November 2022
Senior Accountant II
Axxcss Wireless is a 7-company, Big 4 audited, RF ASIC chip designer and manufacturer with global production, locations, and sales. Axxcss received over $148 million in equity infusions to fund next-generation 5g technology. I started off as a Junior Accountant, was promoted to Staff Accountant, then Senior Accountant and was eventually given all responsibilities of the controller who retired.
Highlights
- Responsible for financial reporting and analysis, month-end closes, cash management & intercompany transfers, financial statement consolidations, department automations, and junior accountant trainings and reviews
- Successfully leveraged the power of SQL & Python to:
- - Reduce time spent on data preparation to streamline decision-making and external audit requests
- - Consolidate financial reports from multiple companies and automate other frequent manual repetitive tasks
- - Send management automatic weekly cash position and other customized financial reports
- - Send vendors automatic email notices when their workers comp or liability insurance on file expired
- - Concatenate 7-company consolidated: AP & AR agings, Trial Balance, Income Statement, Balance Sheet
- - Automate the sales tax return process by categorizing and grouping sales by product type
- - Analyze sales and spot any zero cost or below margin orders
- - Generate Wells Fargo wire upload and NACHA uploads to remove manual entry requirement
- - Run GL check reports to ensure all clearing and intercompany accounts balance to $0
- - Calculate distributor rebates
- Annual Property Tax Filing for 5 domestic companies
- Fixed asset accounting, including monthly expense JEs, additions, retirements, and transfers using SAGE
- Month/ year-end close account recs
- Financial footnote calculations and consolidations
- Prepaid Insurance accruals and subsequent monthly expense journal entries
- AP accruals and reversals
- Calculating slow moving and obsolete inventory reserve
- Extended warranty accruals and subsequent journal entries to recognize revenue on multi-year contracts
Willis Towers Watson
Vancouver, Canada
January 2009 – July 2009
Junior Accountant
Willis is the 3rd largest insurance brokerage in the world. I was hired on as a Junior Accountant for a 6-month contract to fill a leave of absence at the company which I completed during my study abroad program in Vancouver Canada in association with UC Santa Barbara. I learned a lot about international industry accounting and insurance during my time at Willis and it was a great company to work for.
Highlights
- AP/ AR processing, daily bank deposits and updating CFOs cash sheet. The Agency Manager ERP
Contact
Santa Barbara USA
949-433-9466
Education
-
2005 2009
University of California, Santa Barbara
BA
Economics
-
2020 2020
UCLA Extension
3-month course
Advanced SQL Syntax
-
Present
Institute of Management Accountants
CMA certification in progress, expected 2024
Skills
Financial
Financial Planning & Strategy
Budgeting & Forecasting
Cost and Margin Analysis
Cost Reduction Strategies
SQL
CTEs
Unions
Stored Procedures
CASE Expressions
Aggregating Data
Transforming Data
Python
API GET Requests
Normalizing JSON
FOR Loops
Concatenating Results
Filtering Pandas Dataframes
Merging Tables
Emailing Results in HTML
Excel
Pivot Tables
SUMIF and SUMIFS
Index Match
vLookups
Some VBA
Other Programs
Tableau
Salesforce
Appfolio
Infor
Sage
dBeaver
Pycharm
Quickbooks
Interests
Spending time with family
Traveling
Hiking, Playing softball, Formula 1
Learning how to code