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Q&A With James Brown

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James Brown
Finance Manager, TIAA-CREF
Location: Teaneck, NJ United States
Joined: Feb 15th, 2009

About (request update)

James D. Brown, CPA is the founder, CEO, and Managing Partner of James D. Brown, CPA, a full-service tax, accounting, and consulting firm. The firm, which prides itself on personalized, professional service, includes among its over 175 clients attorneys, physicians, entertainers, corporate executives, and many small business owners. The firm has clients in 11 states and services individuals and all forms of businesses.

In practice for over twenty five years, Brown has served on the Board of Directors of the National Association of Black Accountants, Inc. (NABA) for seven years, serving as President of NABA�s New York Chapter and Eastern Region, and as National Parliamentarian. In addition to being a Lifetime Member of NABA, he is also a member of the American Institute of CPAs, and the New Jersey Society of CPAs, The Financial Executives Networking Group, the National Association of Tax Professionals, and the Circles of Color business networking organization. He is a Certified Public Accountant in the State of New Jersey, and also holds the Chartered Financial Consultant (ChFC), Chartered Mutual Fund Counselor (CMFC), Chartered Life Underwriter (CLU), and Fellow, Life Management Institute (FLMI) designations.

James has also served on the advisory boards of the New York State Society of CPA�s Career Opportunities in the Accounting Profession (COAP) Program and the Fairleigh Dickinson University Educational Opportunity Fund, and as a member of the Teaneck, NJ Board of Education Textbook Review Committee. He currently coaches youth baseball and basketball.

James and his wife Theresa reside in Teaneck, New Jersey with their two sons, Jordan and Joshua.

My Interview Question

How can I help you grow your business?

Education (request update)

Fairleigh Dickinson Univ class of 1979

Undergrad Major: Accounting

High School: Our Saviour Lutheran High School in Bronx, NY class of 1975

Best Memories:

Riding the bus and train from the Bronx to Harlem everyday with my friends.

Experience

I currently work with TIAA-CREF as Finance Manager
I have 30 years of experience working in the Accounting/Auditing industry.

Tax Consultant | Watson Rice LLP
From January 2008 to Current • 18 year(s)
Prepared and managed Individual, Partnership, Corporate, and Fiduciary Tax Returns while maintaining databases and overseeing billing compliance.

Managing Partner | James D. Brown, CPA
From January 1998 to Current • 28 year(s)
Managing partner of full-service tax, accounting, consulting, and financial services firm serving individuals and corporations for over 25 years.

Tax Consultant | George V. Delson Associates
From September 2008 to October 2008 • 0 year(s)
Prepared and reviewed tax returns for Partnerships, Limited Liability Companies, and High Net Worth Individuals.

Finance Manager | TIAA-CREF
From January 2000 to December 2007 • 7 year(s)
Led Financial Planning and Analysis teams, developed monthly management reporting for divisions with $350 billion in assets and $12 billion in revenues.

Director, Financial Analysis | The Guardian Life Insurance Company of America
From January 1994 to December 2000 • 6 year(s)
Managed Financial Analysis and Budget & Cost departments, led development of five year statutory and GAAP financial forecasts for senior management.

Manager, Tax Accounting | The Guardian Life Insurance Company of America
From January 1987 to December 1994 • 7 year(s)
Directed staff in taxation and compliance functions including Premium Taxes, Payroll tax filings, and managed $80 million expense budget.

Senior Financial Analyst | The Guardian Life Insurance Company of America
From January 1985 to December 1987 • 2 year(s)
Monitored preparation of internal and external financial reports and verified accuracy of systems tables used to produce reports.

Financial Reporting Analyst | Home Life Insurance Company
From January 1984 to December 1985 • 1 year(s)
Prepared consolidated and unconsolidated financial statements for regulatory bodies and performed account analysis and systems development.

Senior Accountant/Deputy Controller | United Mutual Life Insurance Company
From January 1980 to December 1984 • 4 year(s)
Trained in life insurance accounting and general accounting functions with supervision of entire accounting area.

Staff Internal Auditor | Coca - Cola Bottling Company of New York, Inc.
From January 1979 to December 1980 • 1 year(s)
Audited various branches and subsidiaries, including year-end audit of Mogen David Wine Company supervised by Ernst & Young.

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