About Jim

Key Achievements

• Corrected over-accrual errors, reducing expenses by $2M per month
• Identified investment income discrepancies, increasing annual revenue by $5.5M
• Improved month-end close process from 25 to 14 days while maintaining compliance
• Established a captive lease company for fleet transportation, reducing operating expenses by 20%

Technology Expertise

• SAP
• Quickbooks
• Oracle
• Hyperion

Education

• California State University, Fullerton
  BA, Business Administration - Accounting & Real Estate Finance

Previous Companies

• Advantage Solutions and Marketing
• Lux Bus America
• MV Transportation
• CPS/Garten Corporation
• Caperon Designs dba Beco Baby Carrier
• Advanced Exhibit Methods
• Curlew Charters
• South Shore Yacht Club
• American Agri-Corp (Amcor)