Former nationally-ranked and semi-professional athlete turned finance and economics professional with significant experience on cross-functional, client-facing projects. Proven ability to merge logic and creativity with well-developed leadership qualities to promote organizational success. Areas of expertise include:
◘ Forecasting & Modeling ◘ Risk Analysis ◘ Valuations
◘ Asset Pricing ◘ Software/VBA ◘ Portfolio Management
◘ Public Speaking & Presentations ◘ Research ◘ Leadership
Manager, Hotel Reporting and Data Visualization @ From August 2015 to Present (5 months) Sr. Specialist Tech Solutions/Model Mgmt @ From December 2014 to July 2015 (8 months) Financial Analyst Intern @ • Conducted ETF and mutual fund analyses resulting in Buy/Sell/Hold recommendations
• Input and charted data for annual compliance presentation
• Developed weekly economic update newsletters that included thorough analysis of economic indicators, market updates, sector weightings, and stock and bond recommendations
• Assisted Firm’s leading advisor with portfolio selection and management From September 2014 to November 2014 (3 months) Pro Bono Project Analyst/Consultant @ • Conducted feasibility report for launching a new $6M+ facility in Central Florida by applying advanced financial modeling techniques to ascertain accounting costs and demand projections
• Presented findings to Board of Directors for Junior Achievement with strategic recommendations to generate requisite funds and demand levels From January 2014 to November 2014 (11 months) Lakeland, Florida AreaCapital Project Analyst - Project NWQ @ • Analyzed the direct and indirect economic impact of a proposed $1.2M investment on the state, county, and city levels
• Generated 10 year forecast based on industry input-output matrix and census data
• Assisted in formulation of paper and presentation for the CFDC executive review board From August 2014 to September 2014 (2 months) Lakeland, Florida AreaPresident/CEO @ • Developed and implemented short and long-term strategic development goals
• Managed a team of ten executives and board members
• Reestablished non-profit status by creating new accounting and financial rules and regulations for the organization
• Increased business value by 100% through successful negotiations with facilities, industry suppliers, and potential M&A partnerships From May 2010 to August 2013 (3 years 4 months) New London/Norwich, Connecticut Area
Master of Business Administration (MBA) @ Florida Southern College From 2013 to 2014 Bachelor of Science (B.S.), International Business Administration @ Florida Southern College From 2007 to 2010 James MBA is skilled in: SQL, Tableau, Budgets, Nonprofits, Business Strategy, Marketing Strategy, Leadership, Management, Entrepreneurship, Market Research, Accounting, Data Analysis, Strategic Planning, International Business, New Business Development