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Jerry Boles, Cpa
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- Telecommunications
- Microsoft Excel
- Accounting
- Strategic Planning
- Financial Analysis
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Bio
Credentials
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CPA
AICPADec, 1977- May, 2026
Experience
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Controller
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Jan 1999 - Present
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Controller
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Jan 1999 - Present
• Assisted in the success filling of SEC Form S-1 Registration Statement. • Assisted in the preparation of SEC Form10-Q and 10-K filing. No revised SEC filings or SEC comment letters issued.• Assist in the preparation annual budget and forecast models• Helped company grow with 6 acquisitions. This included purchase price allocation; identify cost savings; and synergies.• Preparation of monthly financials packages including key figure metrices and non-GAAP information (EBITDA)• Manage senior credit facility including quarterly loan covenant compliance reports and annual excess cash flow calculation.• Assisted company becoming SOX 404 compliant and maintaining compliance.
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The McPherson Oil Companies, Inc.
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Birmingham, Alabama Area
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Controller
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Jan 1985 - Dec 1998
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Birmingham, Alabama Area
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Education
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2012 - 2014Troy University
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2009 - 2011
University of North Alabama
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1971 - 1975
Auburn University
Suggested Services
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Industry Focus. “Accounting and Auditing”
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