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James Ullrich is a seasoned finance professional with 45 years of experience in financial analysis, accounting, and strategic planning. He has worked with various organizations, including non-profits and corporations, and has a strong background in financial modeling, project finance, and compliance. He holds a BBA degree from Pace University and is a Certified Business Analyst.

Experience

    • CPA Founder
      • 2009 - Present

      Provide exceptional strategic business analysis, financial planning and tax research for non-profit organizations and privately held businesses.

    • Treasurer
      • 2008 - Present

      Maintains all the financial book and records for the church. Previously as Financial Secretary I was responsibility for all income items and founded FUNdraising Task Force.

    • Treasurer
      • 2003 - Present

      Initiated strategic planning for the next decade called PERFECT VISION 20/20. Responsible to oversee organization and its Executive Director to fulfill their mission.

    • Director of Financial Analysis
      • 2006 - 2009

      Working with CFO and SVP of Business Development of Corporate holding company on analysis, presentations and acquisitions.

    • Assistant General Manager and Accounting Manager
      • 2000 - 2005

      Their brand names include St. Regis, Sheraton, and Four Points by Sheraton, Westin, W Hotels and The Luxury Collection.

    • Adjunct College Instructor
      • 1999 - 2002

      Developed and taught business and accounting courses in Continuing Education Department.

    • CPA Founder
      • 1990 - Dec 2000

      Accounting and tax services to small businesses and individuals. Certified QuickBooks ProAdvisor and teacher.

    • Assistant Controller
      • 1983 - 1990

      Wholesaler and retailer of fashion shoes under the labels 9 West, Westies, Enzo Angiolini,Gloria Vanderbilt, J. J. Calico and 9 & Company with wholesale sales of $500 million.

    • Chief Financial Officer
      • 1976 - 1984

      Responsible for financial operations staff of five volunteers, member of the Board of Directors and coordinated external audit by CPA firm.

    • Tax Specialist
      • 1982 - 1983

      Prepared Federal Consolidated Tax Return and maintained MSA fixed asset database for an international airline

    • Senior Accountant and Auditor
      • 1980 - 1982

      Coordinated all tax preparation for the firm and managed tax compliance and audits for the firm's largest clients

    • Financial Analyst
      • 1969 - 1980

      Progressed through promotions working in Trust and Investment Bank, Metropolitan Bank, Security and Protection Department, Control Division, Auditing and Compliance Department.

Education

  • 2009 - 2009
    NORWALK COMMUNITY COLLEGE
  • 1970 - 1976
    Pace University - Lubin School of Business

Suggested Services

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Industry Focus. “Financial Services”

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