James D. Berry

Month End Close | Treasury | Financial Reporting | Tax Equity | HLBV | Transaction Analysis | Project Controls | Tax Analysis

Role
Project Control Specialist - Duke Energy at Bartech Staffing
Location
Gastonia, NC, US
LinkedIn followers
500 followers

About James D. Berry

James’ strong interpersonal skills and optimistic attitude with a MBA and 20 years of progressive experience in banking, telecommunications, utilities, manufacturing and financial services. Obtains knowledge in the fields of General and Tax Accounting, Tax Compliance, and Cost Analytics/Project Management. Demonstrates the ability to connect with team members, internal and external clients on a personal and professional level. Adaptable and flexible with the ability to grasp new concepts and assignments quickly. Strong work ethic and communication skills; basic knowledge of Spanish. Demonstrates skills in creating desktop procedure manual and flow chart to assist with SOX controls. Conducted meetings with IT managers, accounting managers, directors, project directors, program directors, and project managers. Dedicated to finding the most efficient and effective approach to any challenge, thus achieving the overall goal.

Experience

  1. Project Control Specialist - Duke Energy

    Bartech Staffing

    Jan 2025 — Present

    Responsible for distributing and achieving project controls reports as appropriate.• Identify, assess, gain approval for, and distribute change requests, change notices and/or change orders in a manner compliant with internal governance standards and terms and conditions of relevant contracts (as appropriate).• Track and report project status, perform variance, and other data analyses at a level appropriate for the project.• Manage 70 funding projects under the Power Grid Organization -Transmission• Work with new staff on getting familiar with procedures, processes and usage of software Ecosys and P6 Primavera for cost analysis and forecasting. • Maintain and update vendor commitments and change-order requests in Ecosys along with maintaining and updating purchase orders, material costs, and internal labor in Primavera. • Reconcile monthly cost in both Ecosys and Primvera to ensure accuracy in the forecast.• Manage Change Order Requests (CORs) incorporating approved changes into schedules and forecasts.• Collaborate with Project Managers, Material Planners, Engineers, and internal crews on project planning, scheduling and costs.• Conduct monthly cost and forecast performance review meetings with Project Managers and Schedulers to recognize trends, over and under spending, and recommend corrective actions.

Education

  • University of Phoenix

    Master's, Business Administration

    2008 — 2009

  • Widener University

    Bachelor of Science, Accounting

    2000 — 2004

  • William Penn Charter School

    High School Diploma, High School/Secondary Diploma Programs

    1996 — 2000

Skills

  • General Ledger
  • Income Tax
  • Tax Returns
  • Journal Entries
  • Investments
  • Property Tax
  • Sarbanes-Oxley Act
  • Corporate Tax
  • Accounting
  • Financial Reporting
  • Tax Accounting
  • Mutual Funds
  • Financial Analysis
  • Gaap
  • Quickbooks
  • Sec Filings
  • Analysis
  • Financial Statements
  • Account Reconciliation
  • Auditing
  • Internal Controls
  • Cpa
  • Tax
  • Management
  • Financial Accounting
  • Forecasting
  • Us Gaap
  • Peoplesoft
  • Business Objects
  • Onesource
  • Fast Tax
  • Oracle
  • Corptax
  • Finance
  • Microsoft Excel
  • Mergers & Acquisitions
  • Microsoft Office
  • Customer Service
  • Financial Services
  • U.s. Generally Accepted Accounting Principles (Gaap)

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James D. Berry — Project Control Specialist - Duke Energy at Bartech Staffing in Gastonia, NC, US | Unifers