An experienced Executive and Chief Financial Officer with a track record of success supporting growing technology businesses. A results-driven leader focused on driving performance and supporting strategic objectives. Experience in financial and operational leadership roles within high growth public and privately-held companies. A dynamic leader who is a strategic partner for all aspects of the businesses I serve.
Expertise in:
- Venture Capital
- High growth SaaS/subscription businesses
- Partnering with CEOs
- Complex financial modeling
- M&A
- Budgeting and forecasting
- Pricing models and unit economics
- Venture capital equity and debt financing
- Strategy / business planning
- Board level issues
- Legal function management
- Human Resources support
- Public companies
- Supporting Investor relations
Contact James regarding:
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Résumé
Jobs
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Board Director
Salsify
Apr 2024 - Current(2 years 3 months)
Board Director
Apploi
Nov 2023 - Current(2 years 8 months)
S
Advisory Council Member
SaaS Metrics Standards Board
Jan 2023 - Current(3 years 6 months)
Board Director
CloudZero
Jan 2023 - Current(3 years 6 months)
Board Director
TetraScience
Oct 2021 - Current(4 years 9 months)
General Partner, CFO/O
Underscore VC
May 2021 - Current(5 years 2 months)
CFO/O
Underscore VC
Aug 2018 - May 2021(2 years 10 months)
O
Advisory Board Member
OPEXEngine
Aug 2016 - Current(9 years 11 months)
M
Chief Financial Officer
Maxwell Health Acquired by Sun Life Financial
May 2016 - Jul 2018(2 years 3 months)
E
Chief Financial Officer
Evariant Acquired by Healthgrades
Jan 2012 - May 2016(4 years 5 months)
Senior Manager, Corporate FP&A
American Tower
Mar 2010 - Dec 2011(1 year 10 months)
K
Business Partner, Finance
Kaz Inc Acquired by Helen of Troy Nasdaq HELE
Nov 2007 - Mar 2010(2 years 5 months)
D
Manager, FP&A
Decision Resources
Feb 2002 - Nov 2007(5 years 10 months)
Senior Financial Analyst
Digitas
Feb 2000 - Nov 2001(1 year 10 months)
D
Finance and Operations Manager
DeltaTrends
Feb 1999 - Feb 2000(1 year 1 month)
Education
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B
MSF, Finance - Concentration, International Investment
Brandeis International Business School
Jan 2005 - Dec 2008(4 years)
Class of 2008 Finance Award recipient, recognizing academic excellence in the pursuit of an MSF degree.
BS, Business Administration, Organizational Behavior
Boston College
Jan 1993 - Dec 1997(5 years)
Charterholder
CFA Institute
Projects (professional or personal)
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