James Neil
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James Neil Email & Phone Number

Fractional CFO • Operations Focused• C-Level & Board Advisor • Financial Analysis & Forecasting • Data Driven Decision Making • Due Diligence & Valuations • M&A • Strong BD Skill Set • EBITDA & Cash Flow Focused at New Life CFO Services, LLC
Location: Paige, Texas, United States 8 work roles 2 schools
1 work email found @farmers.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

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Work email j****@farmers.com
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Current company
Role
Fractional CFO • Operations Focused• C-Level & Board Advisor • Financial Analysis & Forecasting • Data Driven Decision Making • Due Diligence & Valuations • M&A • Strong BD Skill Set • EBITDA & Cash Flow Focused
Location
Paige, Texas, United States
Company size

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James Neil is listed as Fractional CFO • Operations Focused• C-Level & Board Advisor • Financial Analysis & Forecasting • Data Driven Decision Making • Due Diligence & Valuations • M&A • Strong BD Skill Set • EBITDA & Cash Flow Focused at New Life CFO Services, LLC, a with 10 employees, based in Paige, Texas, United States. AeroLeads shows a work email signal at farmers.com and a matched LinkedIn profile for James Neil.

James Neil previously worked as Fractional CFO at New Life Cfo Services, Llc and Commercial Banking Executive at First National Bank Of Bastrop. James Neil holds Bs, Finance from Florida State University - College Of Business.

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{first}.{last}@farmers.com
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Profile bio

About James Neil

As a Fractional CFO and Advisor with New Life CFO, our firm has both a Financial and Operations Focus and extensive experience in financial analysis, data driven decision making, mergers and acquisitions, due diligence and valuations. I have worked in a diverse group of industries and am passionate about helping business executives and owners establish and execute financial and operational strategies and tactics that enhance company value, improve cash flows and drive revenue and EBITDA growth.As an adept problem solver, I specialize in devising innovative strategies to tackle intricate financial and operational hurdles. With over 30+ years’ experience, I've refined my expertise in strategic planning, financial modeling, cash flow optimization, and risk assessment, employing these skills to spur growth and enhance profitability for my clients.Here's how I can help you…✓ Enhancing Value for Shareholders and Owners✓ Leadership in Strategic Finance, Operations and Sales✓ Forecasting and Budgeting for Both Immediate and Future Goals✓ Managing Cash Flow and Treasury Operations✓ Strategy and Development of Financial Systems✓ Leading and Supporting Mergers and Acquisitions✓ Financial Planning & Analysis Aligned with Key Performance Indicators✓ Acquiring and Managing Debt✓ Navigating the Private Equity Landscape✓ Boosting Revenue and Profit GrowthEngaging a Fractional CFO signifies a commitment to your business's future prosperity. I am eager to explore the opportunity to collaborate with you and assist your company in excelling utilizing the phenomenal tools that New Life CFO utilizes. Please reach out if you have any any questions or wish to gain further insights into how I can help you. Let’s get connected!JimNew Life CFOFraction CFO & Operations LeaderEmail: jimn@newlifecfo.comPhone: 512-568-8943FP&A • Operations Focused • Data Driven Decision Making • M&A • Due Diligence & Valuations • P&E • Business Development • Diverse Industries • Cash Flow Improvement • Revenue & EBITDA Growth

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James Neil's current company

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New Life CFO Services, LLC
New Life Cfo Services, Llc
Fractional CFO • Operations Focused• C-Level & Board Advisor • Financial Analysis & Forecasting • Data Driven Decision Making • Due Diligence & Valuations • M&A • Strong BD Skill Set • EBITDA & Cash Flow Focused
dallas, texas, united states
Website
Employees
10
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8 roles · 37 years

James Neil work experience

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Fractional Cfo

Current

Dallas-Fort Worth Metroplex

Breathing new life into your plans, processes and profits through our operational CFO expertise.Are you a forward-thinking company who is looking for ways to improve your company’s cash flow? Do you need a temporary Finance or Accounting leadership solution that can help you improve processes, reduce expense and drive EBITDA? Does your leadership team lack meaningful reporting and metrics to drive sustainable improvements? New Life CFO Services is here to help!New Life CFO Services can help you bring order and stability to your financial infrastructure, harvest cash from your balance sheet, steer your business operations, and stage your company for future growth. When you partner with New Life CFO, you will leverage the knowledge, insights and financial acumen of DFW’s most experienced Corporate Financial Officers — at a fraction of the cost of hiring a full-time CFO. At New Life CFO Services, we help our business clients flourish by providing strong operational leadership and financial expertise. New Life CFO Services is the leading fractional CFO entrepreneurship firm in the Dallas Metroplex, representing more than $100M under management. Call Us Today!New Life CFO provides outsourced and fractional CFO and Controller services throughout the State of Texas, and we proudly serve Addison, Arlington, Austin, Dallas, Denton, Ft Worth, Garland, Grapevine, Houston, Irving, McKinney, Mesquite, Plano, Richardson, Rockwall, Rowlett, San Antonio, Tyler.► To learn more about how I can help you, please call or text me at 512-568-8943. Or, email me at jimn@newlifecfo.com.

Jan 2024 - Present

Commercial Banking Executive

Bastrop, Texas, United States

Hired to stand up a professional commercial lending division. They were not ready. Much of the change team has left in short order.

May 2022 - Apr 2023

Managing Director

Austin, Texas Area

As one of the largest Banks in the US, Truist has full commercial banking capabilities coupled with licenses for lending to the Healthcare Sector through FNMA and HUD. Our recent acquisition of Pillar Finance and then BB&T has been fully integrated with SunTrust into Truist to allow a full spectrum of lending, including new construction, bridge financing and long term real estate ifunding solutions.My background includes 30+ years of banking with the past 11 focused exclusively on solutions for companies experienced in ownership and operations of Seniors' properties and Hospitals.

Nov 2017 - May 2022

Director

Austin, Texas Area

Origination and execution of healthcare loans nationally through FHA and Hunt's own proprietary bridge loan program.

Jan 2015 - Nov 2017

Senior Loan Originator

Austin, Texas Area

Mar 2014 - Jan 2015

Senior Vice President And Regional Manager

Austin, Texas Area

Investment Banking and Mortgage Services to the healthcare industry. Opened and built the TX office with focus on SW US.

2006 - 2014 ~8 yrs

Senior Vice President And Manager Of Commercial Banking

Columbus, Ohio Area

Manager of production and underwriting for corporate and commercial loans throughout Central Ohio.

1999 - 2005 ~6 yrs

Senior Vice President And Regional Manager

Pnc

Orlando, Fl; Louisville, Ky; Pittsburgh, Pa

Manager of team that produced and underwrote Large Corporate loans throughout the Southeast US.

1990 - 1999 ~9 yrs
Team & coworkers

Colleagues at New Life CFO Services, LLC

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2 education records

James Neil education

FAQ

Frequently asked questions about James Neil

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What company does James Neil work for?

James Neil works for New Life CFO Services, LLC.

What is James Neil's role at New Life CFO Services, LLC?

James Neil is listed as Fractional CFO • Operations Focused• C-Level & Board Advisor • Financial Analysis & Forecasting • Data Driven Decision Making • Due Diligence & Valuations • M&A • Strong BD Skill Set • EBITDA & Cash Flow Focused at New Life CFO Services, LLC.

What is James Neil's email address?

AeroLeads has found 1 work email signal at @farmers.com for James Neil at New Life CFO Services, LLC.

Where is James Neil based?

James Neil is based in Paige, Texas, United States while working with New Life CFO Services, LLC.

What companies has James Neil worked for?

James Neil has worked for New Life Cfo Services, Llc, First National Bank Of Bastrop, Truist, Hunt Mortgage Group, and Greystone & Co..

Who are James Neil's colleagues at New Life CFO Services, LLC?

James Neil's colleagues at New Life CFO Services, LLC include Brian Moen, Jennifer Gruner, Deborah R. Barker, Crx, Stacy Fredrick, and Artelia Jackson.

How can I contact James Neil?

You can use AeroLeads to view verified contact signals for James Neil at New Life CFO Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did James Neil attend?

James Neil holds Bs, Finance from Florida State University - College Of Business.

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