Jim has over 20 years of experience in accounting, auditing, consulting and business development. His experience covers new accounting pronouncement implementation including the revenue standard (ASC 606), complex technical accounting, audit preparation/facilitation, SEC reporting, due diligence, financing transactions and compliance activities. As a Senior Managing Director, he is responsible for providing quality assurance for services provided by the organization.
Jim is experienced in a wide variety of consulting projects. He performs detailed scoping and project plans to outline specific goals and deliverables while taking into account client needs and deadlines. He conducts risk assessments as part of scoping to identify higher areas of risk and deploys resources to address those risks. Jim also performs fieldwork and execution of the project plan where necessary to meet client expectations and ensure a high-quality work product.
He also performs IPO readiness projects and public security offerings. In addition to overall project management, he has assisted with facilitation of the external auditor procedures with regards to an SEC filing, drafting of the document and issue identification/resolution.
Prior to the company being acquired by CBIZ, Jim was the co-founder of ARC Consulting. Previously he was Senior Manager of Reporting & Budgeting at BioMarin Pharmaceutical. Before that he was in public accounting at Grant Thornton LLP and Arthur Andersen LLP, and spent time in the assurance/audit, business advisory and transaction advisory service offerings.