Jim has over 18 years of experience in accounting, auditing, consulting and business development. His experience covers all of the firms’ service offerings, as well as new accounting pronouncement implementation including the new revenue standard (ASC 606), complex technical accounting, audit preparation/facilitation, SEC reporting, due diligence, financing transactions and compliance activities. As a Managing Director, he is responsible for providing quality assurance for the firm’s services. His industry experiences include technology (software, SaaS, internet-based and hardware), services, energy/utilities, life sciences (biotechnology & pharmaceutical and medical devices), manufacturing, distribution and retail.
Jim is experienced in a wide variety of consulting projects. He performs detailed scoping and project plans to outline specific goals and deliverables while taking into account client needs and deadlines. He conducts risk assessments as part of scoping to identify higher areas of risk and deploys resources to address those risks. He also performs fieldwork and execution of the project plan where necessary to meet client expectations and ensure a high-quality work product.
Jim is also experienced in IPO readiness and public security offerings. In addition to overall project management, he has assisted with facilitation of the external auditor procedures with regards to an SEC filing, drafting of the document and issue identification/resolution.
Prior to co-founding ARC Consulting, Jim was Senior Manager of Reporting & Budgeting at BioMarin Pharmaceutical. Before that he was in public accounting at Grant Thornton LLP and Arthur Andersen LLP, and spent time in the assurance/audit, business advisory and transaction advisory service offerings.
Jim’s clients include LendingClub, Workday, Symantec, Gap Inc., Airbnb, LinkedIn, Ellie Mae, iControl, Xactly, Saba Software, Castlight Health, Yelp, Innovative Interfaces, Pattern Energy, Berkeley Research Group, Stemcells Inc., KaloBios Pharmaceutical, Accuray, TigerLogic, Medivation, IronPlanet.com, MarketTools Inc., iWatt, Versant, Pharmacyclics and Tivo.
Information System Experience
Jim has experience with Oracle, Cognos, Equity Edge, eProsper, TransCentives, QuickBooks, and the Microsoft Office Suite: Excel, Word, Visio, PowerPoint and Access.
- Bachelor of Arts – Economics (Accounting) and Psychology
- University of California at Santa Barbara
- California Society of CPAs
- American Institute of CPAs
- The Institute of Internal Auditors
- Association of Certified Fraud Examiners