Jim is an accomplished Chief Financial Officer with over 20 years of corporate finance experience and a passion for helping healthcare and technology companies scale for growth and execute flawlessly. His CFO experience ranges from start-ups to private equity-backed portfolio companies. Proven success as a collaborative team leader of finance, accounting, treasury, fundraising, human resources, legal, IT, project management and change management. Jim brings broad transaction leadership experience including mergers, acquisitions as well as capital raising from seed, friends & family, institutional and strategic investors.
Early stage CEOs often face a myriad of financial requests from potential investors and buyers. I have extensive experience in navigating these requests and ensuring leaders can respond with confidence. My experience includes the development of 5-year strategic Plans, valuation models and cap tables. I have collaborated with countless business leaders to design flexible, driver-based models that accurately capture past performance and predict future growth plans. My work has been across numerous industries with firm sizes ranging from start-ups to smaller high-growth firms and large multi-nationals.
Business leaders need an accomplished financial leader who can support all aspects of their financial operations so they can focus on executing their plans. I have successfully built and led scalable finance and accounting teams. My approach is to tailor and implement cost-effective solutions to support early-stage businesses by leveraging previous experience and best practices. Additional leadership experience includes G&A development and oversight (Finance, HR, IT, Legal, etc.), fundraising and capital structure guidance.
I take great pride in building a scalable financial process with a keen focus on month-end close, financial controls, accuracy, meaningful and actionable reporting, cash management, planning and forecasting, thoughtful, and collaborative process reengineering.