Experience

• 

  James F Bonner, Cpa

  • Independent Management Consultant

• 

  James F Bonner, CPA

  • Greater Philadelphia Area

  • Independent Management Consultant

    • Aug 2012 - Present
    • Greater Philadelphia Area

    Providing Services for Clients on Risk, Controls, SOX, Compliance, Auditing and Accounting/Tax Matters.

• 

  Beneficial Bank

  • United States
  • Banking
  • 400 - 500 Employee

  • Loan Review Manager

    • Jun 2009 - Mar 2011

    Reported to the Chief Credit Officer and Chief Risk Officer, charged with all initiatives regarding the loan review of the loan portfolio consisting of commercial loans, mortgage loans, personal loans with a combined exposure of $2.8 billion dollars. Responsibilities included the design and implementation of loan review policies and procedures. Provided leadership and expertise and served as a senior member of the portfolio management group. developed loan review strategies, reporting and implemented processes and programs to ensure compliance with all banking and SEC regulations.

  • Senior Vice President and Auditor

    • Sep 1983 - Jun 2009

    Reported to the Chairmanof the Audit Committee and the Audit Committee of the Board. developed and directed bank-wide audit programs (including SOX implementation) to ensure compliance with all bank and regulatory standards and federal, state and local laws. Managed, trained and developed professional staff in monitoring programs and processes in assessing the risk and safeguarding of bank assets. Served on senior management team for defining the infrastructure and implementation of converting core data processing systems and due diligence for mergers and acquisitions. Developed and directed the use of technology in the review of internal control processes resulting in audit efficiencies and savings.

• 

  Medical College of Pennsylvania

  • Philadelphia

  • Director of Internal Audit

    • Sep 1980 - Sep 1983
    • Philadelphia

    Administered all aspects of the internal audit function of the medical care facility. Reported to the Vice President and CFO on all audit matters. Developed, designed and implemented the system of internal controls for all aspects of the facilities and subsidiaries. Implemented a review of major construction contracts iniatives. Served on the team developing accounting policies and procedures for reporting healthcare payments and reimbursements.

• 

  Robert A. O'Connell & Company (merged with Deloitte and Touche)

  • Philadelphia

  • Senior Audit Manager

    • May 1977 - Sep 1980
    • Philadelphia

    Directed the planning, coordination and delivery of financial and tax services for clients in financial, service, manufacturing and non-profit industries. Advised clients on the application of new accounting pronouncements, financial statement presentations and disclosures, taxation issues and other technical applications. Supervised engagement team of professionals. Marketed firm services through new business proposals and provided advice and consultation for a variety of personal clients. Actively participated in mentoring, instructing and evaluating professional staff on behalf of the firm.