Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
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James Fickling

Financial Executive | CFO / Controller | PE-Backed Growth & Strategy
Simpsonville,SC

Summary

Strategic Financial Executive | CFO | Fractional Leader | Business Consultant with a proven track record of leading transformation, driving growth, and optimizing performance across public, private, and PE-backed companies. Over 20 years of experience in corporate finance, M&A, operational improvement, and ERP implementation across diverse industries including manufacturing, healthcare, technology, construction, and financial services. Adept at navigating complex turnarounds, scaling businesses, and building high-performing teams that deliver results. Offers C-suite leadership with a hands-on approach—balancing strategic vision with financial discipline.

Overview

23
23
years of professional experience
1
1
Certificate

Work History

Managing Partner

Upstate Strategic Partners LLC
03.2025 - Current

Open to full-time executive opportunities

Provide fractional CFO and strategic financial consulting to growth-focused businesses

  • Advisement on planning, restructuring, and M&A readiness
  • Build models, dashboards, and reports for executive use
  • Lead interim CFO roles involving ERP, capital, and turnaround
  • Create strategies to improve cash flow and sustainability

Chief Financial Officer

North American Rescue
05.2023 - 03.2025

Medical equipment manufacturer for first responders and

healthcare professionals

  • Oversaw financial operations for $225M enterprise.
  • Improved profitability by 10% YOY through margin expansion.
  • Streamlined accounting processes across 18 business units.
  • Partnered with IT to deploy SQL and Power BI reporting tools.
  • Reduced audit exceptions by 30% by strengthening SOX compliance.

Divisional Controller

Vortex Companies
09.2022 - 05.2023

PE-owned trenchless infrastructure repair firm

  • Managed monthly close for 8 units, reducing cycle time by 40%.
  • Updated policies to ensure full GAAP compliance across all entities.
  • Delivered reports to PE stakeholders within 5-day close window.

Controller / Director of Finance

General Equipment & Supply
01.2019 - 09.2022

Construction equipment and manufacturing firm

  • Prepared balance sheets, cash flow reports and income statements.
  • Migrated company to cloud-based systems.
  • Negotiated vendor contracts saving $100K+ annually.

Director of Finance

Epic Tech, LLC
01.2016 - 01.2019

Video and software development company

  • Managed finances for 5 entities, cutting overhead by 15%.
  • Implemented ERP and controls, boosting inventory accuracy to 98%.
  • Cut close time from 12 to 5 days, improving accuracy by 30%.

Controller / COO

Magnolia Financial, Inc.
01.2002 - 01.2016

Accounts receivable financing and asset-based lending firm

  • Oversaw finance during 15% average annual growth.
  • Led profitability analysis and cost reduction efforts.
  • Managed ABL finance operations and compliance.

Education

MBA - Business

Anderson University
South Carolina

Bachelor of Science - Business

University of South Carolina
Columbia, SC

Skills

Strategic Financial Planning

M&A Integration & Due Diligence

ERP & BI Systems (Epicor, Power BI, SQL)

PE Reporting & Compliance

Team Leadership & Development

Cash Flow Optimization

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Managing Partner

Upstate Strategic Partners LLC
03.2025 - Current

Chief Financial Officer

North American Rescue
05.2023 - 03.2025

Divisional Controller

Vortex Companies
09.2022 - 05.2023

Controller / Director of Finance

General Equipment & Supply
01.2019 - 09.2022

Director of Finance

Epic Tech, LLC
01.2016 - 01.2019

Controller / COO

Magnolia Financial, Inc.
01.2002 - 01.2016

MBA - Business

Anderson University

Bachelor of Science - Business

University of South Carolina
James FicklingFinancial Executive | CFO / Controller | PE-Backed Growth & Strategy