Jim is a partner with B2B CFO. B2B CFO provides management advisory services to owners of privately held companies, with a focus on increasing cash and company value. .. SEE MORE
The firm's services include improvements in finance, accounting and operations, and company growth, as well as helping owners to transfer or sell their companies. With a nationwide presence, B2B CFO is the largest company of its kind in the United States.
Jim is a skilled executive with deep financial and operational experience spanning over 30 years. He has experience in a wide range of companies, from start-up to over $30B in annual revenue. Jim has a passion for improving the lives of business owners by helping them grow value through improved revenue and net income and delivering outstanding customer experiences.
Jim began his career as a public accountant, followed by time in Internal Audits for a major financial services organization. His experience in Internal Audits fueled his interest in sustainable and well-controlled business processes. Jim's time in Internal Audits provided him exposure to the entire business value-chain, thereby proving perspective into how successful organizations operate from end-to-end.
Subsequently, Jim has spent the past 20+ years in a variety of executive roles in Product Management, P&L Management, Finance, and Controllership. He has managed multiple post-merger integrations, launched new products and companies, and turned around financial performance in underperforming organizations. Over the course of his career, Jim has had the distinct pleasure of working with hard-working entrepreneurs in the insurance industry.
Jim earned his B.S. (Accounting) and MBA (Finance) degrees from The Ohio State University. He holds an active CPA license. Jim and his wife Nhu have four children and live in San Antonio.
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