
Over the course of his career, Jim learned to a be successful CFO one needs to understand all aspects of a business. Jim began his career in accounting at Remington Products. While at Remington he earned an MBA from the University of Connecticut. Jim continued to advance his finance and operations career, working for The Limited, Diageo, Warnaco. At Warnaco, he was appointed division CFO. More recently he served as senior VP and CFO for Greenwich Associates, a research and advisory company.
In his 30 years leading, working in, or collaborating with every function of a business Jim learned how to help to business owners and key stakeholders optimize cash flows and maximize profitability as well as being a trusted strategic advisor and business leader. Jim has touched all areas of a company including:
Jim and his wife raised two children in Monroe, CT. He played baseball in college and continues to lead an active lifestyle as a golfer, skier, and tennis player. Jim is also inspired by the life of the mind and is an avid reader of books on business, history, and fiction.
Resource allocation for small business means deciding where your limited cash, team hours and owner time go, then moving them when results change. ...
Read moreMarket analysis for small business owners who already run a company starts with your own sales records. Sort revenue, margin, and repeat work by ...
Read moreScenario planning builds three or four named futures from the two or three uncertainties that would change your business most, then assigns ...
Read moreChoosing a differentiation strategy for your business means picking one primary way you will compete: cost, quality, customer experience, niche ...
Read moreA quarterly strategy review is a 90-day check on the plan you already built. You measure real results against your targets, decide what to keep, and ...
Read moreA competitive analysis for a small business is a structured comparison of the rivals who are in the same market for your customers. Ran as a ...
Read moreTo update a strategic plan that has gone stale, pull the existing document and mark what the business has proven right or wrong. Decide whether you ...
Read moreYour business exit options come down to four routes. You can sell to a third party, run a management or employee buyout (including an ESOP), transfer ...
Read moreStrategic plan accountability means every objective has one named owner, one metric, a set review date, and a clear response when a target slips. ...
Read moreTo turn strategic goals into weekly action, break each annual goal into one to three quarterly priorities, then turn every priority into weekly ...
Read moreTAB helps forward-thinking business owners grow their businesses, increase profitability and improve their lives by leveraging local business advisory boards, private business coaching and proprietary strategic services.