Overview

James Beer is an Audit Associate who brings a strong foundation in finance and accounting, along with hands-on experience in financial analysis, reconciliation and client service. He supports audit engagements by verifying financial records, analyzing data for accuracy and ensuring compliance with regulatory standards.

James applies his skills in financial modeling, cash flow analysis, and covenant testing to assess risk and support informed decision-making. He is adept at managing high volumes of financial data, resolving discrepancies, and maintaining accurate records. His collaborative approach and attention to detail contribute to efficient audit processes and positive client outcomes.

Proactive

James demonstrates strong analytical thinking and attention to detail, consistently identifying and resolving discrepancies in financial records. He is highly organized and efficient, managing large volumes of data with accuracy and speed. His collaborative nature is evident through his coordination with internal teams and external partners, contributing to smooth operations and positive working relationships.

He shows initiative and adaptability, taking on diverse responsibilities across finance, accounting and client service. James communicates effectively in both team settings and client-facing environments, and he brings a proactive mindset to problem-solving and continuous improvement.

Outside of the Office

Outside of the office, James enjoys going on runs, going to the gym, golfing, cooking, and roots for the Bears and the Cubs any chance he gets. James is also training for next year’s Chicago Marathon.

Education

• B.S.B, Finance and Accounting, Indiana University