JAMES R.

BARTSCH, CPA
Oak Creek, WI 53154
608.807.9170 james.bartsch@gmail.com

SENIOR-LEVEL MANAGEMENT: CONTROLLER

Results-oriented finance professional using entrepreneurial drive, financial expertise, and extensive
experience to achieve dramatic corporate growth, guide companies through substantial change, and
establish effective long-term business strategies. Specialize in raising capital, ensuring regulatory
compliance, negotiating contracts, and overcoming hurdles to reach established financial objectives.
Hands-on leader committed to assembling, managing, and maintaining world-class, multi-skilled teams
that focus on customers, stakeholders, and employees, delivering win-win results for all participants.
AREAS OF EXPERTISE
Construction Billing Enhancing Profitability Cost Accounting Strategic Planning
Continuous Process Improvement Cost Reduction General Ledger Financial Reporting
Financial Analysis AP/AR Payroll Cost / Benefit Analysis Internal Controls
Departmental Restructuring Benefits & Compensation Customer Service Team Leadership

PROFESSIONAL EXPERIENCE
SOUTHPORT ENGINEERED SYSTEMS, LLC Kenosha, Wisconsin 5/2014-3/2015
Southeast WI based HVAC Contractor, generating $14 million in annual revenue.
Controller
Coordinated the financial operations, with a team, for Construction & Residential Billings, Accounts
Payable and Payroll for 92 employees with projects in two states.

Designed Work In Progress report showing financial status of each Construction project.
Monthly financial statement package of three divisions for Managing Member review.
Administer Corporate Insurance packages.
Banking relationship and monthly loan reporting.
Corporate vehicle program acquired and sold based on needs.
Communications with General Contractors on payment status and lien waivers.
Implemented Tool tracking software for Shop/Crib tools.
Revised Overhead Calculations to coincide with actual Department activities.
Furnishings and Interior Finishes of new 30,000 sq. ft. facility.

SOURCE ONE NETWORK SOLUTIONS, LLC Madison, Wisconsin 6/2011-5/2014

Nationwide Retail Services firm, privately owned, generating $8 million in annual revenue.
Director of Finance
Performed majority of activities including all receivables and most payables by exporting activity
from a custom software package into Sage Quantum for reporting and analysis on a daily basis.

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JAMES R. BARTSCH, CPA Page 2 james.bartsch@gmail.com

Payroll and related payroll tax activities for 25 employees in 6 states; posted all cash receipts, daily
production reports and related graphs; and monthly Sales Tax reporting.

Implemented in-house payroll, saving $6,000 annually.

Moved banking to a local credit union, obtained a $225,000 line of credit, $25,000 credit card and
reduction of $3,000 in annual fees.
Removed a Factoring/Financing company for Receivables, saving $400K annually; brought
collections in-house.
Designed and implemented daily production reporting by division for Owner and Vice President.
Construction Project Billing and related paperwork; yearly average of Forty-Five (45) projects.
Cleaned up state sales tax filings removing liens and public filings.
Obtained a Dun & Bradstreet score, first time in over 5 years, and worked on improving.
Liaison between Staff and Support Companies.

THORACIC & CARDIOVASCULAR INSTITUTE, PC Lansing, Michigan 4/1998-5/2007

Cardiology practice consisting of 27 physician owners, over 175 Support Staff and multiple locations
generating $65 million in annual revenue.
Chief Financial Officer 2004-2007, Finance Director 2002-2004, Accounting Manager 1998-2002
Directed the financial operations of the practice and related non-profit research foundation by utilizing
procedures and processes to ensure the accuracy and transparency in the reporting structure.
Managed Accounts Payable, payroll for 200+ employees, Human Resources, facility construction, and
benefit administration. Preparation and reconciliation of financial statements for 40 cost centers,
working with each customer to research questions and ensuring all stakeholders fully understood the
generated reports. Supervising support staff and providing ongoing training as needed to enhance skill
set. Related Personal Property Tax reporting for various locations as needed.
Streamlined report generation by implementing FRx reporting software within Microsoft Dynamics,
allowing reports to be printed or distributed in pdf format (according to customer preference),
decreasing report generation from 4 hours to 15 minutes, and saving $2,500 annually.
Initiation of in-house payroll system that saved $30,000 annually, provided more flexibility, and
allowed easier distribution/completion of annual tax paperwork.
Reorganizing accounting calendar to reduce time requirements and decrease instances of tax
extensions. Transitioning in-house operations from fiscal to calendar year-end and designing
procedures to close year-end reporting by January 31st.
Increased enrollment in benefits plan from 75% of eligible employees to 90% by streamlining
information, making enrollment sessions more interesting, and personally contacting employees.
Overhauled health insurance plan, saving $45,000 annually while retaining 95% of original
coverage. Decreasing plan from 3 providers with 7 options to 2 providers with 2 options each.
Software: Microsoft Dynamics GP, Great Plains Dynamics, Microsoft Office 2013, Sage Peachtree
Quantum, Sage FAS, Successware21 and other Accounting software packages.
EDUCATION / PROFESSIONAL DEVELOPMENT
Bachelor of Business Administration in Accounting
Cleary College Howell, Michigan
Certified Public Accountant (CPA) Michigan Registered (Transferring to Wisconsin)

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