John T. Zim

Director

John T. Zim, CVA

John T. Zim serves as a Director in the Advisory Department with Holman Frenia Allison, P.C., a regional certified public accounting firm of over 50 professionals serving the New Jersey, Pennsylvania and New York markets.

 

John began his career in the Financial Management Division of one the “Big Four” accounting firms. He worked on corporate advisory engagements in New York with banking and financial services institutions before joining the HFA team. John specializes in the areas of financial reporting / outsourced CFO services, water and sewer utility studies, operational assessments and target-state operating model development, and valuations. He is a Certified Valuation Analyst and an Alteryx Core Certified Professional. John graduated from Rider University as an Andrew J. Rider Scholar with a B.S. in Finance and was welcomed into the New Jersey Collegiate Business Administration Association for graduating in the top one percent in the School of Business.

 

As an Advisory Director with the firm, Mr. Zim manages the advisory process. He is responsible for ensuring engagement quality, supervision of staff, and managing client relations.

Professional Concentration

  • Monthly financial reporting for governmental, nonprofit, and commercial clients, preparing dynamic reporting dashboards in Excel based on general ledger maintenance and financial statement analysis.

  • Develop pro-forma financial statement reports for nonprofit and commercial clients, advising client leadership on decision making through the use of data-driven insights.

  • Develop standard operating procedures and internal control environment deliverables for governmental, nonprofit, and commercial clients to facilitate adherence to target-state operating models.

  • Perform water and sewer utility financial assessments, rate studies, and income approach valuations.

  • Develop budget models in Excel through the processing of financial data and the analysis of data trends, followed by the presentation of target-state budget modes to management.

  • Private company business valuations and governmental valuations.

Professional Designations

  • Certified Valuation Analyst

Professional/Civic Associations

  • National Association of Certified Valuators and Analysts

  • New Jersey Collegiate Business Administration Association