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C. William Winkler, Jr. profile image

C. William Winkler, Jr.

Member at C. William Winkler, Jr., CPA, PLLC
Intro Book
Seasoned CPA with expertise in financial analysis and corporate finance.
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Location
Tucson, Arizona, United States, US
Skills
  • Financial Analysis
  • Strategic Financial Planning
  • Employee Training
  • Financial Modeling
  • Corporate Finance
  • Show all
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Bio

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C. William Winkler, Jr. is a seasoned CPA with 25+ years of experience in financial analysis, strategic financial planning, and corporate finance. He has worked with various companies, including Teledyne, Inc. and Kincoa Corporation, and has held positions such as corporate controller and chief financial officer. Winkler holds an MBA from the University of California, Los Angeles, and is a certified public accountant.

Credentials

  • American Mensa Life Member
    American Mensa
    Sep, 1979
    - May, 2026
  • Certified Public Accountant
    State of Arizona

Experience

  • C. William Winkler, Jr., CPA, PLLC
    • Member
      • Oct 1998 - Present

      Self-employed CPA, specializing is assisting companies utilizing QuickBooks accounting software. Also provide tax services and employee training and supervision. Do not perform audits, reviews or compilations, but frequently work with clients to prepare their records for such work by other CPA firms. Nearing retirement, I am accepting no new clients for recurring monthly or quarterly work, but will consider special projects on a case by case basis.

  • Mission Management & Trust Co.
    • Treasurer
      • Feb 2000 - Dec 2012

      Serve as treasurer, controller and portfolio manager of privately held, local trust company. Worked full-time from April, 2004 through July 2009, and part-time thereafter.

  • Teledyne, Inc. corporate offices
    • Corporate controller
      • Dec 1974 - Aug 1985

      Responsible for corporate accounting, external financial reporting, retirement plan administration and investment accounting for $7 billion portfolio.

  • Kincoa Corporation
    • Tucson, Arizona
    • Vice President Finance
      • Sep 1973 - Oct 1974
      • Tucson, Arizona

      Chief financial officer, with staff of 14, of real estate developer with subsidiaries in construction, utility and hospitality operations

  • Arthur Andersen & Co.
    • Boston, Massachusetts
    • Audit Manager
      • Jul 1967 - Sep 1973
      • Boston, Massachusetts

      Began as audit staff, progressed to Audit manager, specializing in corporate audits of multi-location entities with SEC filing requirements

Education

  • 1962 - 1967
    University of California, Los Angeles - The Anderson School of Management
    Master of Business Administration (M.B.A.), Accounting

Suggested Services

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Industry Focus. “Accounting and Auditing”

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