Jim Morales, Cfa® Cma® Fpa™ Csca™ Email & Phone Number

Florida, United States

Aventura, Florida, Us

Head of Finance for Grant Cardone Enterprises in Aventura, FL overseeing international best seller Grant Cardone's multimillion dollar businesses

Miami, Florida, Us

Spearheaded all Finance & HR functions spanning external reporting, financial planning and analysis, tax, treasury, administrative functions, payroll, hiring and procurement. Implemented best practice solutions around strategic planning, sales and financial forecasting, competitive analysis, budgeting, and operational analyses to inform strategic and tactical decisions. Aligned all financial budgeting, forecasting and reporting activities with strategic focus. Managed staff of 15 (10 Finance, 5 HR) at peak.

Norwalk, Ct, Us

One of the largest independent energy retailers in US with $800M+ in revenue providing electricity and natural gas energy products to 1M+ residential and commercial customers. Acquired US Gas & Electric in 2017Position Profile : Key partner to Executive Committee and Board in framing strategic options and developing action plans that exceed profitability objectives. Builds relationships with business leaders to analyze, design, and implement initiatives that deliver sustainable results. Directed initiation, financial evaluation, and execution of M&A opportunities. Oversaw key strategic partnerships designed to advance new growth paths.

Private equity backed leading provider of energy retailer to 375K+ commercial and residential customers. A current Crius Energy brand (acquired USGE in 2017)Position Profile : Reporting directly to CFO, directed and optimized all strategic planning and financial budgeting, forecasting and reporting activities. Teamed with leaders and key internal stakeholders to devise, execute and measure structural shifts that advanced gross margin improvements. Directed cross-functional project teams to drive automation and reporting initiatives. Built FP&A function and lead M&A opportunities both on buy and on sell side. Coached 4 junior colleagues to promotions.

Miami, Florida, Us

Florida licensed health maintenance organization with health plans for people enrolled in Medicaid and / or Medicare programs, serving 200K+ Medicare and Medicaid members across 60 Florida counties.Partnered with CEO, CFO, and strategic business leaders to manage multiple, complex projects for strategic organization initiatives. Established FP&A function and led financial planning cycles. Coached two FP&A Analysts to promotions.

Fort Lauderdale, Fl, Us

Largest independent retail electric provider in U.S. providing large and small businesses, government agencies and residential customers with low-cost electricity across 14 markets.Position Profile – Aligned and enabled cross-functional teams to conceptualize and execute on corporate strategic initiatives, validate and plan financial impact of new projects, and identify opportunities for margin optimization. Controlled corporate financial planning cycle.

Miami, Fl, Us

American global fast food restaurant chain with 11K+ worldwide restaurants and revenues of $1.5B+. Position Profile – Prime resource for monthly financial forecast, annual budget development and executive and Board of Directors presentations. Owner of worldwide capital expenditure budget for operations, construction, marketing and IT business departments. Performed NPV, IRR and payback period analysis on all capital projects and joint venture partnership deals.

Worldwide, Oo

Big 4 management consulting firm providing advisory services to industry leading clients across 150 markets.

Leading $300M provider of aftermarket services in aviation industry that sources, warehouses, and markets components for aircraft and engine platforms and provides related maintenance services.

West Palm Beach, Fl, Us

Top US producer of refined sugar that produces more than 7 million tons each year through its subsidiaries and sold under brand names Domino, C&H, Florida Crystals, Redpath, Jack Frost, and Tate & Lyle.

B.S, Computer Science

Mba, Master Of Science - Finance