Jim Zvosecz

Engagement Director @CLA (CliftonLarsonAllen)

US

Oversee client projects providing innovative and strategic solutions across services such as audit, tax, technology solutions, consulting, and advisory. Complete projects related to Q of E, valuations, controller roles, CFO duties, systems implementation, business opportunities, assurance, 401k plan mergers, self-insured benefits analysis, merged company handbooks, and created data rooms. Prepare supporting schedules.• Analyzed and modified two years of financial data for surgery center and doctors\' offices increasing EBITDA by $2M annually, when leveraged at 7x multiple on track to boost sale price by additional $14M.• Merged four foreign-owned companies maintaining two distinct entities, managed regulatory registration, and tax compliance for seamless transition plus prepared for spin-off and sale.• Spearheaded complex systems migration from MAS500 to Intacct for commodity trading company ensuring data integrity.• Compiled & analyze mo reports. Documented robust accounting procedures and user manuals for major hospital system.• Played key role in financial recovery of large west coast symphony orchestra post-staff termination, managing account reconciliations and historical data alignment with successful implementation of new financial system and development of automation macros.• Diagnosed and rectified complex accounting discrepancies for national fitness chain, aligning historical financials with tax trial balances and establishing firm foundation for reimplementation of new ERP system.• Developed and instituted automated transaction recording and reconciliation process for a Utah College and Indiana Seminary, boosting financial workflow and data accuracy while also imparting critical system knowledge to local users.• Collaborated across diverse departments including Business Operations, Assurance, Federal Tax Strategies, Systems Implementation, Business Development, and Valuation.