James Gladue
Frisco,TX
Summary
James Gladue, CPA, is an experienced accounting professional with a career spanning since 2017. Currently serving as the Chief Executive Officer at M&G Financial, LLC, James has played a pivotal role in the financial and strategic planning of numerous companies. He has a proven track record of managing annual revenues exceeding $50 million, debt facilities surpassing $170 million, and overseeing staffing models with over 60 employees. With expertise as a Certified Public Accountant, James possesses diverse skills in financial statement production, financial modeling, budget creation and implementation, risk assessment, compliance, M&A analysis and execution, as well as departmental oversight. His invaluable insights have made him a trusted advisor to multiple Chief Executive Officers and boards of directors.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Chief Executive Officer
M&G Financial, LLC
07.2020 - Current
- Support business strategic and financial growth initiatives
- Manage business development and staffing models to support growth efforts
- Continuous improvement of internal processes and procedures to maximize efficiencies
- Participate in business strategic growth efforts through role as C-Suite executive and board meeting observer/presenter
- Cashflow modeling
- Capital budgeting
- Annual financial planning
- Monthly FP&A
- Financial statement consolidation
- Bank and investor covenant and compliance certificates
- Borrowing base reporting
- Secure new debt facilities
- Enterprise valuation and M&A analysis
- Oversee accounting staff
- Train current in-house staff
- Coordinate and participate in software integrations between ERP and other systems
- Pursue efficiencies through automation and process improvements
- Present potential cost savings through leveraging partnerships in multiple areas of operation, including: IT, commercial insurance, bonding, employee benefits, human resources, tax compliance, and auditing
Chief Financial Officer
Sustainable Modular Management, Inc.
04.2020 - 01.2024
- Monitor and direct the implementation of strategic business plans
- Manage capital requests and budgeting processes
- Develop performance measures that support company’s strategic direction
- Conduct cost-benefit analyses
- Develop and maintain the company’s annual budget and forecasts
- Create pro forma forecasts of future business conditions using multiple scenarios
- Create and maintain financial models for management, lenders, and investors
- Forecast cash flow positions, related borrowing needs, and available funds for investment
- Monitor debt levels and compliance with debt covenants
- Participate in key decisions as a member of the senior leadership team
- Maintain in-depth relationships with all members of the leadership team
- Oversee financial operations and subsidiaries
- Supervise acquisition due diligence and negotiate transactions
- Oversee the issuance of financial information
- Personally review and approve all financial reports issued to internal and external constituents
- Report financial results to the board of directors
- Coordinate the provision of information to external auditors for the annual audit
- Monitor all open legal issues involving the company, and legal issues affecting the industry
- Construct and monitor reliable control systems
- Maintain appropriate insurance coverages
- Report risk issues to the President & CEO
- Monitor cash balances and cash forecasts
- Arrange for debt and equity financing
- Participate and lead conference calls with lenders and investor communities
- Maintain banking relationships
- Represent the company with investments bankers, commercial bankers, and investors
Senior Accountant
Sustainable Modular Management, Inc.
07.2018 - 04.2020
- Perform monthly closing activities
- Prepare financial statements for final review by supervisor
- Oversee all daily accounting functions and controls
- Conduct financial analysis of company metrics and report findings to management
- Recommend and implement new accounting processes, procedures, and controls that will improve company reporting and performance
Staff Accountant
Sustainable Modular Management, Inc.
07.2017 - 07.2018
- Perform weekly A/R tasks
- Maintain business licenses
- Collect and file customer certificates of insurance
- Assist in month-end closing process
- Other projects and duties assigned by supervisor
Education
B.S. - Accounting
Eastern Connecticut State University
Windham, CT01.2016
B.S. - Business Administration
Campbell University
Buies Creek, NC01.2011
Skills
- Strategic visioning
- Process improvements
- Financial management
- Relationship management
- Strategic partnerships
- Business planning
- Data-driven decision making
- Policy development
Certification
Certified Public Accountant, December 2020, North Carolina
Timeline
Chief Executive Officer
M&G Financial, LLC
07.2020 - Current
Chief Financial Officer
Sustainable Modular Management, Inc.
04.2020 - 01.2024
Senior Accountant
Sustainable Modular Management, Inc.
07.2018 - 04.2020
Staff Accountant
Sustainable Modular Management, Inc.
07.2017 - 07.2018
B.S. - Business Administration
Campbell University
B.S. - Accounting
Eastern Connecticut State University