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William Jordan is a seasoned professional with 32 years of experience in accounting, tax research, and financial planning. He holds a Master's degree in Financial Administration from Widener University and a Bachelor's degree in Accounting from Penn State University. Jordan is a Certified Public Accountant, Certified Global Management Accountant, and Public Adjuster, with expertise in tax research, business interruption, forecasting, and financial accounting.

Credentials

  • Fundamentals of Integrated Reporting Certificate
    Association of International Certified Professional Accountants
    Apr, 2020
    - May, 2026
  • SENSORY INCLUSIVE VENUE TRAINING CERTIFICATE
    Kulture City
    Jun, 2023
    - May, 2026
  • 2019–20 Digital Mindset
    AICPA
    Aug, 2020
    - May, 2026
  • Certified Public Accountant, Certified Global Management Accountant, Public Adjuster - PA + NJ
    -

Experience

    • Loss Consultant
      • Aug 1991 - Present
      • Bala, PA

      Commercial loss support. Inventory valuation, Book stock calculations, equipment valuation + documentation, loss analysis + evaluation, sales projections, financial statement analysis, Extra expense items. Business Income loss preparation and documentation. Settlements and negotiations with in...

    • ACCOUNTANT
      • Nov 1983 - Jul 1991

      Financial statements, individual + business tax returns, compliance audits, general ledger analysis and adjustments.

Education

  • Penn State University
  • Widener University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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