James Fickling

Provide outsourced CFO services and strategic financial leadership to small and mid-sized businesses across industries, including technology, construction, and manufacturing.

• Advise multiple companies on financial planning, restructuring, and M&A readiness, resulting in improved profitability and organizational clarity.
• Build financial models, dashboards, and reporting tools to support CEO decision-making and investor presentations.
• Lead interim CFO engagements involving ERP transitions, capital planning, and operational turnarounds.
• Develop financial strategies that enhanced cash flow management and long-term sustainability.

Medical equipment manufacturer for first responders and healthcare professionals

• Oversaw financial operations for $225M enterprise
• Increased profitability 10% YoY via margin expansion and cost-saving measures
• Cut operating costs 15% by streamlining A/R, A/P, and budgeting across 18 units
• Delivered 99% on-time financial reporting with zero material discrepancies
• Reduced reporting time 20% by integrating SQL and Power BI tools
• Strengthened SOX compliance, lowering audit exceptions by 30%

PE-owned trenchless infrastructure repair firm

• Managed monthly close and reporting for 8 business units
• Ensured GAAP compliance via updated financial policies and procedures
• Supported internal and external audits, including SOX documentation
• Delivered accurate, timely reporting to private equity stakeholders

Construction equipment and manufacturing firm

• Led finance team and full-cycle accounting, cutting audit costs by 25%
• Negotiated vendor contracts, saving $100K+ in insurance and operating costs
• Migrated to cloud-based systems, increasing efficiency by 30%
• Improved ERP systems and financial close accuracy/timeliness

Video and software development company

• Managed financial operations across multiple closely held entities
• Implemented ERP and inventory controls, cutting duplicate processes by 30%
• Oversaw onboarding and compliance for multi-state operations

• Company Overview: Accounts receivable financing and asset-based lending firm
• Led finance function during 15% average annual revenue growth
• Delivered detailed profitability analysis, enhancing margin visibility
• Implemented tactical operational changes, improving KPIs and reducing costs