Jim is a "change agent", effective at increasing client profitability, building organization value, restructuring internal operations and preparing clients for exit transactions.
Jim has managed and developed finance/accounting teams of all sizes and has quickly and effectively migrated small unsophisticated departments into functions capable of handling the vigorous requirements of the audit environment and public company corporate governance.
In addition to managing the finance and accounting functions, he has re-tooled and led the Human Resource, Procurement, Credit and IT functions.
His high emotional intelligence along with his business acumen allows for an effective collaborative leadership approach for his clients in varying environments including rapidly growing or struggling companies, family run organizations and corporations operating in regulated environments.
He has an earned reputation for hands on and effective operational management, focusing on increasing organizational value through:
- Strategic & Financial Planning
- Budgeting & Forecasting
- Cash Flow & Working Capital Optimization
- Financial Reporting & Analysis (Profit enhancement)
- Restructuring/Streamlining internal processes
- Skilled Vendor Negotiations
- Due Diligence & Acquisitions
- Team Building & Mentoring
- Effective recruitment of top talent
- Strong network of banking relationships
- Human Resources
- Cost Accounting
- Legal & Admin.
- Capital Planning
- Treasury & Risk Management
Jim is a Certified Public Accountant and holds a degree in Accounting from Florida State University. He is a Board member of 2020MOM, a non-for-profit advocate of maternal mental health. Jim and his wife reside in North Orange County, California.
