I am an operationally-focused and strategically-minded CFO with broad experience in growing companies in various industries and sizes. I thrive in dynamic and transforming environments where time-tested leadership is needed to build solid platforms for growth. I've architected several transformative events that have resulted in significant increases in shareholder values through top-line growth, efficiency gains, access to capital, and the ability to position a company to seize strategic opportunities. As CFO of Epiq, a $1BB global technology-enabled professional services firm, I am the company's financial steward and strategic partner to the CEO. I have a well-rounded executive finance and accounting leadership background with experiences that include: equity and debt transactions, private equity, entrepreneurial management, investor relations, finance and accounting management, venture capital backed transactions and M&A activities within the professional services, wholesale/retail distribution, transportation logistics, and telecom industries in enterprises ranging from startup to over $35 billion. I enjoy being involved with all areas of a business because I believe that the true financial steward of the organization understands all aspects of their business.Over 25 years of experience that include: •CFO experience in public, private equity, and private companies •Experienced in strategic financial, tax, liquidity, and structural management•Administrative leadership (HR, Facilities, IT, SaaS, M&A, real estate, risk management)•Equity transactions: IPO, secondary, preferred, PE investment•Syndicated debt raises of approximately $3B•Built global accounting team and drove migration to offshore resources; 14 countries, 30 banks, 11 currencies•Experienced in building relationships and with investors and banking institutions•Deep accretive M&A experience (approximately 40 transactions) •Aggressive cost manager, efficiency activist, and sales advocate•Extensive corporate compliance and governance experience; Sarbanes-Oxley implementation
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Chief Financial OfficerJitterbitUnited States -
Chief Financial OfficerInhabit® Nov 2021 - PresentKnoxville, Tennessee, UsInhabit makes software for excellent spaces! With almost $400M in revenue, we are a disruptive PropTech company serving the needs of enterprise property owners and property management companies in the multi-family and short-term rental industries. We are also a FinTech and InsureTech innovator, and we enable our customers to leverage our integrated platform to drive seamless customer experiences for both their employees and their customers. Our superior technologies and tools allow our customers to focus on growing their businesses and provide excellent customer service to their tenants. -
Chief Financial Officer / Chief Operating OfficerAccelerate360 Jan 2021 - Nov 2021Smyrna, Ga, Us -
FounderInsight Advisory Services, Llc Jan 2020 - Jan 2021Providing insight and guidance based on years of executive experience and deep expertise across a number of industries on a wide range of topics: - Multi-industry expertise - Building world-class organizations in disruptive environments - Capital raises - Executive leadership advice - M&A diligence, integration, execution guidance - Financial leadership strategy - Interim executive management positions (CEO/CFO)
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Evp And Chief Financial OfficerEpiq May 2015 - Jan 2020New York, New York, UsAt $1B in global revenues, Epiq is the world's largest and most prolific technology-enabled professional service firm serving over 12,000 clients in the legal industry through 5 lines of business.As CFO, I am responsible for our financial operations, business intelligence, strategy formulation and execution, our real estate portfolio of over 100 locations around the world, and I am the primary financial steward for our company. Epiq's product and service offerings ranged from consulting to SaaS and is the industry's leading technology innovator. -
Chief Financial OfficerBirch Communications Jun 2008 - May 2015Atlanta, Georgia, Us• Finance leadership: Responsible for formulating and implementing the company's financial strategy, budgeting, and reporting. • Key member of executive team: partner to our CEO and advocate of the board. I'm our company's primary interface with all financial stakeholders, both internal and external.• Capital Raises: Directly responsible for over $1.0B in capital raises since 2008 to support our company's growth initiatives and includes rated debt. In addition to providing growth capital, my efforts have lowered our company's cost of borrowing by over 10 percentage points resulting in interest savings of over $6M per year, excluding the benefit of increased funds.• M&A: Leadership of the company's M&A group, partnering with the CEO on transaction negotiation, architecture, integration planning and execution. Recent transactions: Cbeyond ($323M value) in 2014 and 3 transactions in 2013 (approximately $50M in value collectively). Over 15 transactions between 2008 and 2013. Actively identifying and researching future acquisition targets. • Business strategy development, SaaS/UCaaS migration leadership.• Interact directly with and report to board members and owners.• Responsible for investor communication including quarterly and annual disclosure calls as well as ad hoc direct inquiries• Additional responsibilities for human resources, business development/M&A, real estate, community relations. -
Chief Financial OfficerAmerican Telecom Services Nov 2006 - Jun 2008• Built and managed a publicly-reporting, international finance and accounting function with both domestic and international locations, from the ground, up• Successfully negotiated and led a $12.5M Preferred Stock/Warrant placement• Secured open-ended asset-based lending facility and factoring agreements, continued work with banks and financial institutions• Partner to the CEO on business decisions, financing, and strategy• Established 3 foreign subsidiaries to facilitate expansion of distribution• Investor relations duties including meetings, calls, tradeshows and managing analysts with regular calls and meetings• Responsible for all SEC filings• Active support for board and committees • Implemented disciplined forecasting process• Currently implementing Sarbanes-Oxley documentation requirements• Other areas of responsibility: HR, IT, general administration
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Director Of FinanceCarter'S Aug 2001 - Nov 2006Atlanta, Georgia, Us• Finance responsibilities for the Wholesale and Mass Channel distribution channels, combined revenue of over $0.7B. Budget development, planning, reporting, accounting management, sales administration management• Direct interface with executive staff, Board of Directors and committees, and VC firm• Direct P&L responsibility for $33M in sales and over $10M in SG&A/Other COGS • IPO/Secondary Offering support and SEC correspondence• SEC filing responsibilities• Internal Audit Committee, Disclosure Committee, Sarbanes-Oxley implementation• Due diligence and integration projects for the 2005 $500M acquisition of OshKosh B’Gosh• Implemented operational process improvements and cost reduction initiatives totaling $2.3M in 2004 and over $6.0M in 2005• Implemented process to more profitably and efficiently dispose of distressed inventory resulting in improving inventory turns from 3.6x in 2004 to 4.1x in 2005, a cash flow improvement of over $10M in 2005 and a 45% reduction in excess finished goods. -
Finance ManagerUps Aug 2000 - Aug 2001Atlanta, Ga, Us• Cross-functional project manager responsible for comprehensive due-diligence analyses for “new-to-industry”, “new-to-world”, and “line-extension” concepts. • Projects were international in scope with revenue impacts ranging up to $600M annually.• NPV, EVA, DCF, IRR, and MIRR evaluations• Presented recommendations to executive management, M&A, and the Board of Directors. -
Accounting ManagementUps Jan 1999 - Aug 2000Atlanta, Ga, Us• Managed multi-state accounting in a shared services center with over 200 employees• Responsible for accounting, budgeting, and forecasting for 5 states and $1.5B in revenues; G/L, A/R, A/P (20K invoices per month), payroll (65k payments per month) • Project lead for migration of manual accounting activities to automated, web-based systems. • Recognition for outstanding internal audit performance • Region Manager of the Quarter for overall contribution to financial performance
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It ManagerUps Jan 1997 - Jan 1999Atlanta, Ga, Us• Managed the shared service center’s IT function and network maintenance • Administered technical support for 200 employees • Programmed numerous web-based and stand-alone reporting utilities for operational cost control, strategic marketing analysis, and administrative productivity.• Planned and executed the consolidation of 5 IT service centers into one location. • Implemented outsourcing relationships that improved data quality and timeliness.• Region Manager of the Quarter for overall contribution to financial performance.
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Accounting/Billing ManagerUps Jan 1994 - Jan 1997Atlanta, Ga, Us• Responsible for billing $25 million in revenue weekly • Planned and controlled the consolidation of 5 states’ billing process into a single location • Managed 47 administrative and technical employees• Implementing new procedures that reduced department expense by $3,500 per day • Corporate recognition for outstanding internal audit performance
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Operations ManagerUps 1992 - 1994Atlanta, Ga, Us•Directly managed and trained skilled loaders and dispatched 35 delivery vehicles
Edward James Education Details
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Cumberland UniversityFinance -
Mississippi CollegeFinance
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Forest Hill High School
Frequently Asked Questions about Edward James
What company does Edward James work for?
Edward James works for Jitterbit
What is Edward James's role at the current company?
Edward James's current role is Chief Financial Officer.
What schools did Edward James attend?
Edward James attended Cumberland University, Mississippi College, Forest Hill High School.
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