Employee #5 at TecovasOperational CFO with a background in both Private, pre-IPO, and Public companies. Building and leading commercial finance and operational process, James currently oversees five major areas including Accounting, FP&A, Inventory Planning and channel allocation, Business Analytics, and Legal. [+Technology for years 2017-2022]In addition to the five functional areas, James manages Revenue operations across all sales channels for Tecovas.

Finance and Supply Chain Operations

Head of Finance for Tecovas Boots, the first direct-to-consumer Cowboy Boot brand.

NYSE: BETR-Internal and External Financial Reporting.-Earnings call and transcript preparation.-Financial Planning and Analysis.Portfolio: SkinnyPop Popcorn / Oatmega bars / Paqui Tortilla Chips / Tyrrells Crisps

NASDAQ: UPLD-Led 8-month IPO prep with a 1 man finance team and FP&A for 8 software companies.-Management Discussion & Analysis for 10-Qs / 10-K.-Earnings call and Transcript preparation.-Financial planning & analysis for 8 companies and over 300 employees.-M&A Due Diligence and Integration.-Operational metric reporting & analysis for Sales and Customer Success.-Corporate strategy and transformation.-Global OpEx functional support.Upland Software (Nasdaq: UPLD) is a leading provider of cloud-based Enterprise Work Management software. Our family of applications enables users to manage their projects, professional workforce and IT investments, automate document-intensive business processes and effectively engage with their customers, prospects and community via the web and mobile technologies. With more than 2,000 customers and over 235,000 users around the world.Upland Software went public in November 2014 and is listed on the NASDAQ stock exchange under the ticker symbol "UPLD".

-Global OpEx reporting and analysis-Monthly and quarterly reporting-Manage marketing budget and ROI analysis of >$50 million annual spend-Board deck preparation-Business function analysis-Headcount hiring forecast and cost review by functionRetailMeNot, Inc. operates the world's largest digital coupon marketplace. The company enables consumers across the globe seeking to save money to find hundreds of thousands of digital coupons from retailers. RetailMeNot, Inc. experienced more than 500 million visits to its websites in the last 12 months.RetailMeNot, Inc. went public in July 2013 and is listed on the NASDAQ stock exchange under the ticker symbol "SALE".

North America Public:-Reported weekly actuals and consolidated weekly outlooks by segment-Prepared and presented the FP&A summary deck on a weekly basis-Updated the sales funnel on a weekly basis; created actions to fill revenue gaps-Created a weekly FP&A scorecard to track sales results by account classification: Acq/Dev/Ret-Led pricing strategy for 14 states, 4 Regional Sales Directors, 21 Regional Account Executives and 22 Inside Sales Reps, encompassing a $400 million annual business-Supported ad-hoc reporting requests from sales executives-Developed financial models and analyses to support strategic initiatives, KPIs, etc. -Created and led three Acquisition campaigns across two sales segments-Decreased Sales Executives' T&E expenses by 17%-Led the North America product evaluation program and decreased the delinquency rate by 74% -Advised pricing and promotions for North America Marketing-Performed quarterly and annual audit testing -Led and managed content for a bi-weekly pricing meeting for the North America Business-Reviewed financial risk for public contracts

Port of Spain, Trinidad and Tobago