With over 20 years of experience across multiple disciplines, Jim’s knowledge and insight are key advantages for our clients. Prior to CFGI, he served as Internal Audit Manager for two publicly traded corporations. Earlier in his career, Jim served in the middle market audit practice of PricewaterhouseCoopers. Jim has extensive experience with initial public offerings, debt and equity financings and business combinations. While at CFGI, Jim has advised numerous companies in IPO and public company readiness assessments.

While at CFGI, Jim has lead client engagements in multiple industries including life sciences, technology, manufacturing, financial services and consumer products. Jim also serves as a leader in the firms technical accounting practice where he serves as the firms subject matter expert for stock-based compensation, debt and equity accounting and consolidations.

Jim is a Certified Public Accountant in the state of Massachusetts and holds a Bachelor of Science in Business Administration with a concentration in Accounting from Stonehill College.