James Mcdaniel Email & Phone Number

Summerville, SC, US

Summerville, South Carolina, United States

• Provide financial and technical consulting services, including fractional CFO roles for both non-profit and forprofit organizations.
• Develop and implement financial strategies, budgets, and forecasts tailored to client goals.
• Conduct profitability assessments, cash flow analyses, and scenario planning to guide financial decisions.
• Design and recommend technology solutions to improve financial and operational efficiency.
• Oversee financial compliance, reporting, and governance for clients.

Moncks Corner, South Carolina, United States

• Directed financial planning, budgeting, and strategy aligned with the church’s vision and objectives.
• Created custom financial reports and models for executive leadership and board review.
• Streamlined operations by automating workflows using Microsoft Office 365.
• Managed HR processes, including payroll, employee records, and training in new software applications.
• Collaborated on strategic initiatives to support growth and sustainable infrastructure.

Charleston, South Carolina Area

• Developed code in C#, SQL, Java, and JavaScript; created integrations with third-party systems via APIs.
• Leveraged Microsoft Azure to develop data transfer platforms between ERP systems.
• Led a team of developers on financial system integration projects and provided end-user training.
• Assisted sales with service estimates, proposals, and client requirements.

Charleston, South Carolina Area

• Managed concurrent projects for customer data import, mapping, and conversion.
• Created applications using VB.NET, C#, SQL, and proprietary tools, ensuring timely QA-tested deliverables.
• Maintained customer communication to set expectations for high-quality, on-time project completion.

• Executed over 100 data conversions from ERP systems into SQL databases for auditing.
• Developed tools in C# and T-SQL for data analysis, mapping, and conversion.
• Maintained a suite of SSIS projects supporting APR’s subscription services.

Charleston, South Carolina Area

• Led 8-10 client implementations simultaneously, providing data mapping, import, and reconciliation.
• Created customized client databases, ensured accurate reporting, and facilitated data administration.
• Served as a key resource for team support and junior analyst mentorship.

• Managed procurement processes, reconciled budgets, and coordinated city department purchases.
• Maintained the vendor database in MS Access and ensured adherence to procurement guidelines.

• National Ascendant Award recipient for top sales performance; ranked #11 out of 105 nationwide.
• Provided investment services, processed loans, and trained new employees.

• Series 7 and Series 63 licensed; focused on B2B sales and client investment presentations.

Bachelor Of Science, Business Administration

Certificate, Microcomputer Programming

Certificate in Applied Science with a focus on Computer Programming

Associate'S Degree, Computer Programming