Chief Operating Officer (COO) and Operations Executive with over 15 years of experience in leading cross-functional teams and enhancing operational efficiency in FinTech, RegTech, and retail sectors. Expertise in P&L management, process optimization, and customer experience (CX) within high-growth startups and established enterprises. Recent role as CEO of a RegTech platform for SMBs involved overseeing comprehensive operations and developing scalable, compliance-focused solutions. Previous achievements include scaling Innovation Refunds to a $1B+ platform and managing a $90M P&L at H&R Block.
Hi, I’m
RON JAMES
Chief Operating Officer
Parker,CO
Summary
Overview
15
+ Years of professional experience
2
Certifications
Work History
Anchor Accounting ServicesMidlothian
Cheif Executive Officer
04.2025 - Current
Job overview
- Spearheaded market analysis and competitive positioning strategies to drive growth.
- Developed organizational policies and governance structures to enhance operational effectiveness.
- Implemented financial management practices that optimized resource allocation.
- Led strategic planning and business development initiatives, ensuring alignment with market trends.
- Oversaw executive team performance, establishing clear goals and metrics for success.
- Guided innovation efforts to improve product offerings and meet customer needs.
Innovation RefundsMiami
Senior Vice President, Operations – ERC
05.2024 - 04.2025
Job overview
- Spearheaded AI integration and automation initiatives, enhancing operational efficiency.
- Ensured regulatory compliance and implemented risk management strategies in tax operations.
- Established scalable customer success organization, achieving over 21M in annual savings.
- Developed 20 comprehensive playbooks and SOPs for effective BPO outsourcing.
- Implemented digital collections strategy, reducing collection costs while increasing revenue.
Innovation RefundsDenver
Senior Vice President, Solutions & Business Development
08.2023 - 05.2024
Job overview
- Scaled tax credit business to over $1.5 billion in revenue, achieving 150% growth.
- Expanded partner networks by 300% within six months, including top 50 law firms.
- Implemented risk mitigation protocols in collaboration with legal and compliance teams.
- Optimized tax partner networks and enhanced customer experience through HubSpot CRM.
H&R BlockAurora
Regional Director
11.2011 - 01.2022
Job overview
- Oversaw 300 retail tax offices across seven states, managing $90M in revenue and 3,000 associates.
- Developed and implemented nationwide small business tax service model under 'Block Advisors'.
- Enhanced client experience scores by over 1,000 basis points, achieving top service quality rankings.
- Piloted multiple company programs, including initiatives for transforming client experiences.
Education
University of Phoenix
Master of Business Administration (MBA)
University Overview
Baker UniversityOverland Park, KS
Bachelor of Arts from Business Management
University Overview
Skills
- Operations and revenue growth
- Data-driven decision making
- Multi-unit leadership
- Strategic partnerships and B2B development
- Business scaling and transformation
- Tax strategy and compliance
- Customer experience and success
- Risk mitigation and compliance
- Change management and performance optimization
Certification
- Wharton Executive Education Certificate in Fintech
- Pragmatic Institute: Certified Product Manager
Accomplishments
Accomplishments
- Scaled FinTech and RegTech platforms to $1B+ in revenue, driving growth through SaaS and C&I strategies.
- Led end-to-end operations as CEO of a RegTech platform serving SMBs, integrating compliance, CX, and automation.
- Built AI-enabled workflows to streamline service delivery, enhance compliance, and reduce operational costs.
- Spearheaded 300% growth in legal and CPA partnerships in under 6 months.
- Managed a $90M P&L and 300+ tax offices across seven states at H&R Block.
- Oversaw multi-unit operations and team development at Walmart and Best Buy, supporting national retail growth.
- Expert in SaaS execution, GTM alignment, CX optimization, and cross-functional team leadership during hypergrowth.
ADDITIONAL EXPERIENCE
ADDITIONAL EXPERIENCE
Led a top-performing Best Buy location with full P&L responsibility, overseeing strategic planning, customer service, and inventory management. Developed and mentored leaders across multiple stores, resulting in several internal promotions. Consistently delivered district-leading results through targeted business plans and team alignment.
Held multiple roles from Department Manager to General Manager across key Walmart markets, supporting the company’s Supercenter expansion. Oversaw large-scale retail operations, including staffing, merchandising, and financial performance. Played a critical role in developing store leaders and driving operational consistency during rapid growth.
Timeline
Cheif Executive Officer
Anchor Accounting Services
04.2025 - Current
Senior Vice President, Operations – ERC
Innovation Refunds
05.2024 - 04.2025
Senior Vice President, Solutions & Business Development
Innovation Refunds
08.2023 - 05.2024
Regional Director
H&R Block
11.2011 - 01.2022
University of Phoenix
Master of Business Administration (MBA)
Baker University
Bachelor of Arts from Business Management
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