Jim Ward work email
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Finance leader with ex-big 4 audit experience and deep experience ranging from start-up to publicly traded multi-national companies including manufacturing, technology, government contracting, software (SaaS), distribution, hospitality, and real estate business models. Experience includes C-Suite, strategy, entrepreneurship, controllership, financial reporting, technical accounting, internal controls including inventory control, vendor negotiations and M&A including buy & sell side due diligence. • M&A: Played a key role in corporate development efforts for acquisition and sale opportunities from $30M to $1B. Significant experience in full cycle, including identification, modeling, BOD presentations, negotiations, due diligence, fund raising, road shows and integration.• Executive engagement and strategic advisory: Owns Board of Directors finance presentations, provides regular updates to the C-Suite on strategic opportunities (organic and inorganic, initiatives, and other opportunities).• International knowledge: Extensive cultural and financial (GAAP/IFRS) experience in the Americas (North and Central), Europe, as well as Southern & Eastern Asia. Thorough understanding of transfer pricing principles and practices.• SaaS: Fluent in all manner of SaaS revenue and cost recognition from Qualified Leads, Booking, Billings, Recognition, Collections as well as all related KPIs (MQL, SQL, MRR/ARR, RevPC, Client Fit, NPS, Growth/Decline/Churn). Industries served include: Financial, Retail, Technology, Media, and Information.• Leadership effectiveness: Ability to grow and guide high-performing teams to breakthrough results. A hands-on, energetic leader and “doer” with the ability to clearly communicate and link analytics and strategy and manage the cadence cross-functionally to drive accountability around results. Demonstrated ability to enter new operating environments and build partnerships across functions. Proven record of success.
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Global Corporate ControllerApco Worldwide 2021 - PresentWashington, Dc, Us -
Managing DirectorDecisive Advisors Jan 2007 - PresentProviding Strategic Guidance and other advisory services such as outsourced CFO, strategic planning, due diligence and scenario planning.
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Global Controller3Pillar Global 2017 - 2021Fairfax, Va, UsResponsibilities:Lead and develop an international team of 20 people (USA, Romania, India, Costa Rica, Mexico). Be a business partner to senior management as well as all department leaders in the company. Actively contribute to the diligence/sale/integration process related to our sale in March 2020 as well as purchases of others in August 2020 and December 2020. Guide and develop internal controls, credit policy/process, ST/LT cash forecasting, budget and margin tracking and analysis. Transfer pricing management. Maintain a lean budget and produce more with less.Accomplishments:• Leading with compassion, fairness, understanding and humility while keeping the stakeholders (investors, employees, clients) in mind. • Innovatively automated and brought clarity to the gross margin reporting via a custom model. This helped to understand margin leakage which then led to an increase in margins via various methods (pricing, team composition, etc.)• Developed two new outsourced finance teams in India. As a result, we have better reporting and compliance than ever before.• Manage our external experts (Audit, Tax, Regulatory, etc.) to produce high quality insight and solutions for the company on time and within budget.• Dynamically manage tight cash flow via negotiation and other innovative methods. -
Managing DirectorPipaya Partners, Llc 2015 - 2017Vienna, Virginia, UsResponsibilities:Manage projects and teams to conduct both buy and sell side due diligence. Recruit and train new employees. Increase revenues via networking and selling additional services. Perform Chief Financial Officer/Controller role as needed pre-and post-transaction.Accomplishments:• Provide due diligence expertise on transactions in excess of $400M (mainly in government contracting sector).• Manage teams (internal and/or client) to correct complex problems and establish new procedures for several pre-and post-transaction clients. Specifically: • Created post transaction close and transition process for integration of a $30M company into a $250M parent. • Created process to identify days sales outstanding (in excess of 110 days), crafted and implemented plan to drive days’ sales downward for three divisions of a $2B government contractor which led to the collection of nearly $400M of unbilled receivables.• Completely rebuilt detailed financial records for a $40M FAA contractor in preparation for sale. Crafted and implemented an innovative strategy to correct a multi-million-dollar billing issue which saved the company $400K and potential loss of a $30M contract.• Led a team to properly calculate 4 years-worth of revenue ($800M) and unbilled receivables ($250M) related to an overseas construction contract which led to the contract being definitized and ultimately paid by the U.S. government. • Created custom reports which helped a venture capital client determine the proper cash flow needed to run a potential animation acquisition.• Created an intricate yet robust 52-week cash flow projection model for a hardware based wireless telecommunications manufacturer which integrated current booked business with Salesforce projected business as well as back office growth. -
Chief Financial Officer, FounderM-Edge Accessories 2007 - 2014Hanover, Md, UsResponsibilities:Lead or significant role in: Strategy, Planning, Marketing, Human Resources, Operations, Product Design, and Finance. The sum budget of which was $35M. Constantly innovated to drive the growth of the company. Successful exit 2014.Accomplishments:• Launched a successful electronics accessory startup business in an emerging market growing the business to $40M in six years and 80 employees. Revenues were $12K, $1.2M, $12M, $24M, $36M and $40M for the first 6 years of the company. Listed as #91 on Inc. Magazine’s fastest growing companies in 2012.• Landed multi-million contracts with several Fortune 500 companies including Walmart, Best Buy, Staples, Amazon and Target.• Successfully negotiated and managed a $10M Asset Backed Loan facility.• Created and enhanced several business processes throughout the company. Specifically:• Creation of a finance and accounting team which included the purchase and implementation of an ERP system (Sage X3).• Complete redesign of the warehouse and processing center. Created workflow processes, standards, training and other related guidance for operations employees. Reviewed all major retailers shipping standards and set company standard to the “lowest common denominator” of all standards to create one process for shipping as opposed to one for each retailer.• Creation of inventory and order processing procedures during early stages of company.• Awarded several patents in electronics accessory industry including an integrated eReader booklight. -
Director - Sec ReportingMantech International Corporation 2006 - 2009Herndon, Virginia, UsResponsibilities:Initially dealt with revenue recognition but talents led to several new roes and additional responsibilities including: Director of all SEC reporting (10K, 10Q, 8K, etc.) and responsible for drafting finance related areas and all new footnotes. Accounting liaison related to potential corporate acquisitions, report to top management diligence findings and opinions. Research complex accounting issues and write position papers to provide the most advantageous positions for the company. Provide support to CFO and CAO for special projects including but not limited to: revenue recognition, collections, benefits, stock options and integration. Exit due to starting M-Edge.Accomplishments:• Automated and streamlined SEC reporting process by creating an all-encompassing Excel model to capture and report financial data to minimize human error and data entry. This led to lowering the number of days to create reports by three days.• Authored several accounting position white papers related to cash flow, compensation, stock options, revenue recognition, special purpose entities, and intangibles all of which resulted in favorable positions taken by the company and were agreed to by auditors.• Active advisor involved in several acquisitions (bought and passed). Identified several irregularities related to one such passed acquisition which later resulted in a major restatement and refund back to the government.• Automated the revenue review process via creation of a model which filtered thousands of contracts down to those in need of review based on certain criteria. This resulted in more solid revenue recognition across all divisions of the company. • Known as the “go to guy” for business areas that were particularly difficult or complex. This resulted in better communication and information exchanged between operations, human resources, accounting and upper management. -
Business ConsultantFti Consulting 2004 - 2006Washington, Dc, UsResponsibilities:Analyzed data and prepared various financial reports related to target companies to obtain an understanding of periodic quality of earnings and business risks. The position required extensive travel and the ability to adapt quickly to many different environments, businesses and personalities.Accomplishments:• Created system for identifying key metrics and risks related to a multi-billion carve out of an automotive supply client (Delphi) related to sell side diligence.• Created innovative cyclical sales report (and buy side diligence report) which linked iPod sales to the sales of an electronics accessory maker in an effort for a major bank to provide an $80M loan.• Crafted a unique report to display compliance with certain internal controls for a major infrastructure company (MasTec). • Created a standard Asset Backed Loan review form which was used by several review teams in the company. -
Senior Financial AnalystVerisign 2002 - 2004Reston, Virginia (Va), UsResponsibilities:Prepared monthly total company financial statements for top management as well as divisional management. Performed total company consolidation in Oracle system. Hired, trained and motivated staff to perform job duties for financial reporting group. Reviewed all detailed variation analysis prepared by staff and prepared top level company variation analysis for upper management.Accomplishments:• Automated variance analysis review and trimmed weeks off of the current review process.• Created an automated bank compliance document to maintain compliance with loan covenants. -
Experienced Senior AuditorArthur Andersen & Co. 1998 - 2002• Multi-year member and ultimately in charge of a Bethesda based hospitality client (City Hotels). U.S REIT branch of a Belgian public company. Trusted member of audit team by domestic and international management. Detected $70K fraud activity which led to the arrest of the thief.• Consulted directly with senior management on business and accounting issues on two initial public offering clients • Focused mainly on technology companies from start-up to IPO.• Passed CPA exam in 2000.
Jim Ward Skills
Jim Ward Education Details
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Virginia TechAccounting And Finance
Frequently Asked Questions about Jim Ward
What company does Jim Ward work for?
Jim Ward works for Apco Worldwide
What is Jim Ward's role at the current company?
Jim Ward's current role is Global Corporate Controller at APCO Worldwide.
What is Jim Ward's email address?
Jim Ward's email address is jw****@****ide.com
What schools did Jim Ward attend?
Jim Ward attended Virginia Tech.
What are some of Jim Ward's interests?
Jim Ward has interest in Social Services, Economic Empowerment, Education, Science And Technology, Arts And Culture.
What skills is Jim Ward known for?
Jim Ward has skills like Finance, Strategic Planning, Financial Analysis, Strategy, Due Diligence, Accounting, Sec Filings, Forecasting, Management, Business Development, Cross Functional Team Leadership, Managerial Finance.
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