Open to opportunities

James Moore

@jamesmoore1

Message

Finance professional specializing in treasury, tax analysis, and financial operations.

United States

Message

What I'm looking for

I seek a finance role where I can manage cash and tax operations, improve processes, and contribute analytical insights in a collaborative, growth-oriented team.

I am a finance professional with experience in treasury management, tax analysis, and financial reporting for a large client base. I bring an entrepreneurial mindset and strong client-relations skills developed across payroll services and financial advisory roles.

In treasury, I oversee cash inflows and outflows, monitor financial risks, and perform daily reconciliations across multiple accounts to support liquidity and accurate reporting. I also forecast excess cash reserves and analyze daily bank activity, including wire and ACH transactions.

As a senior tax analyst, I prepare and file tax returns for thousands of businesses across all 50 states, reconcile tax and operating accounts, and build GL reporting to align payroll expenses and billing. I contribute monthly revenue and cost forecasts and resolve tax discrepancies for clients.

I am a CFA Level II candidate with financial modeling and Bloomberg Terminal experience, proficient in Excel, Word, and PowerPoint, and knowledgeable in GAAP/IFRS. I seek roles where I can apply analytical rigor, improve financial processes, and support strategic cash and tax operations.

Experience

Work history, roles, and key accomplishments

Current

Treasury Manager

Current

Coastal Payroll Services

May 2025 - Present (9 months)

Oversee cash inflows/outflows and liquidity management for the business and 4,000+ clients, conduct daily reconciliations across multiple accounts, and forecast excess cash reserves to optimize fund allocation.

Cash Management Financial Reporting Treasury Operations

Current

Senior Tax Analyst

Current

Coastal Payroll Services

Jan 2019 - Present (7 years 1 month)

Prepared and filed tax returns for 4,000+ businesses across all 50 states, analyzed payroll wages to determine tax liabilities, reconciled tax-related accounts, and provided monthly revenue and cost forecasts for the tax department.

Tax Preparation Payroll Tax Account Reconciliation Forecasting IRS Liaison

Data Analyst Intern

Coastal Payroll Services

Oct 2017 - Jan 2019 (1 year 3 months)

Reviewed and updated new client employee earnings reports, processed 401(k)/IRA contributions, created a garnishment filing process, and supported month-end reporting and forecasts for management.

Data Analysis Payroll Reporting 401(k) Administration Process Improvement Garnishment Processing Excel

Financial Representative Intern

Northwestern Mutual

Jan 2017 - Jun 2017 (5 months)

Advised individuals and business owners on retirement, investment, and insurance needs, assisted in building client plans and policies, and conducted outreach to generate appointments and referrals.

Financial Planning Client Acquisition Retirement Planning Insurance products Sales Outreach Prospecting