Jim Moore Email & Phone Number

Minnesota, United States

• Consulting services for entrepreneurial businesses entering major phase transition(s) in their operations - specifically start-up businesses as well as established enterprises evaluating new opportunities or addressing.
• Fractional CEO/CFO/COO services with an emphasis on financial integrity, cash flow management, tactical investment, strategic planning and mentoring key employees for leadership positions.
• Implementing strategies rooted in Behavioral Economics to enhance management goals and embrace new business opportunities.

• Founding partner in the creation of this start-up production brewery/taproom including: developing its business plan; modeling its financial projections; originating its successful capital raise via Reg D Rule 506(c).

Office Of Disaster Assistance

• Transitioned Team of 16 Loan Officers through 4 major projects.
• Performed secondary review and final decision of Loan Officer recommendations on COVID-19 Economic Injury Disaster Loans (EIDL)/Advances.
• EIDL Loans < $150,000; Targeted EIDL Advances and Supplemental Targeted EIDL Advances for businesses in low-income communities; Increase Loan Modifications up to $500,000; Dynamics 365 CRM and Large Loan Modifications.
• Evaluated and referred applications suspected of fraud for further investigation.

• Completely revamped financial management system including developing key performance indicators, ensuring the accuracy of financial reporting and training system users.
• Liaison with dealership managers on wholesale vehicle transactions and title transfers. Coordinated refurbishment, repair and transportation scheduling.

• Led this centrist political party through two election cycles recruiting and training high quality candidates while maintaining major party status.
• Substantially increased membership, implemented a sophisticated database and improved informational/strategic resources for members.
• Successfully challenged the unconstitutional removal of candidates from the general election by petitioning the Minnesota Supreme Court (Moore, et al. v. Kiffmeyer A04-1775).

Greater Minneapolis-St. Paul Area

• Principal performer in the establishment and growth of this start-up asset based lending company (a new subsidiary of a bank holding company). Generated $45 Million in new assets.
• Assisted in the turnaround of financially struggling businesses by servicing their credit needs and providing professionally appropriate financial and strategic advice.
• Responsible for new business development, credit underwriting and relationship management.
• Key member of a critical asset assessment team evaluating distressed bank holding company assets.

Greater Minneapolis-St. Paul Area

• Managed the Small & Emerging Business Banking Division for the Edina, MN branch. Generated 107 significant new banking relationships.
• Led the launch of this newly created division specializing in serving the banking needs of companies with annual revenue below $5,000,000.
• Authored and implemented credit underwriting guidelines governing the preservation of asset quality.
• Created a money market deposit account to attract > $1,000,000 deposit relationships increasing division deposit base by 64% in the first year of implementation.
• Founding Board Member on a consortium of banks that founded the Metropolitan Economic Development Association (MEDA) Business Loan Program.

Greater Chicago Area

• Spearheaded business development efforts in the newly created Emerging Middle Market Division (serving companies with revenue between $1-15 Million). Introduced 47 significant new customer relationships to the bank.
• Specialized in high growth manufacturing and wholesale businesses pressing the limits of their capital base.
• Developed a strong expertise in international transactions including negotiating a complicated letter of credit transaction for the sale of custom equipment to a Saudi company during the First Gulf War.
• Completed an industry respected Credit Analyst Training Program.