Jim Farrell

Jim Farrell Email and Phone Number

Chief Financial Officer CPA Business Advisor Sell Side & M&A Peloton Yoga FEI International @ Financial Executives International (FEI)
Jim Farrell's Location
Dallas-Fort Worth Metroplex, United States, United States
Jim Farrell's Contact Details
About Jim Farrell

My name is Jim Farrell, and I am an award winning Chief Financial Officer and CEO of Synctive, an M&A advisory group.I am the owner of a M&A advisory firm and Chief Financial Officer CFO/executive who guides business owners and companies through unsettled business environments with sound financial decisions, a financial leader who is not only strategic, but who is an excellent communicator. I develop and implement financial strategies that will support your business goals and objectives. CFO Global - CFO Public Company - CFO IPO - CFO Oil & Gas - Chief Financial Officer Investment Banking - National mid-market investment bank, Dallas TexasCFO - Chief Financial Officer of the Year Award: Winner, Private Companies $100M to $499M - 2011CFO - Finalist for D CEO magazine’s financial executive of the year.Chief Financial Officer (CFO) Investment Bank Accomplishments:• QUALIFIED and successfully raised tens of million in Export Import Bank financing through the vendor supply chain program for international expansion. • ARRANGED $150,000,000 financing to support growth strategy• LED the growth of technology manufacturer by six times in seven years.• SUCCESSFULLY sold manufacture to NYSE listed company. • SUCCESSFULLY generated millions in state and local cash incentives for expansion of manufacturing.• ACCOMPLISHED the largest IPO of stock in the history of golf manufacturers with an offering of $110,000,000 and an initial market capitalization in excess of $350,000,000.MY GOAL IS TO HELP COMPANIES SURPASS THEIR GOALS.Expertise: IPO (CFO) Financial Investment BankingManagement and leadership.Team building and training.Manufacturing.Mergers and Acquisitions, M&A. (CFO)Strategic Planning. FinancialGlobal International Business.(CFO)ISO 9001. AS9100. Quality.Bank Financing. (CFO)Ex-Im Bank. (CFO) FinancialSupply Chain. Operational and FinancialOperations. FinancialSupply Chain and Logistics.Roadshow. (CFO) Public CompanyFactory Automation. Operational and FinancialSarbanes Oxley (SOX).Technology Alignment. Operational and FinancialTreasury Management. (CFO)Customer Service.Industries:ConstructionAerospaceManufacturingOil & Gas.Technology.Service.Software.Logistics.Enjoy working in teams to accomplish goals. Avid exerciser - Peloton Spin, HIIT, Yoga, Running, Biking, and Pilates. Involved in several nonprofits to give back to the community.

Jim Farrell's Current Company Details
Financial Executives International (FEI)

Financial Executives International (Fei)

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Chief Financial Officer CPA Business Advisor Sell Side & M&A Peloton Yoga FEI International
Jim Farrell Work Experience Details
  • Synctive, Llc
    Chief Executive Officer And Chief Financial Officer
    Synctive, Llc Jan 1999 - Present
    With over 30 years of experience in various high-level roles, including Chief Financial Officer (CFO), owner/operator, private equity investor, and board member, I have developed a comprehensive and robust background in multiple facets of business operations. My expertise spans across operations management, mergers and acquisitions, divestitures, and strategic investing. This extensive and varied financial and operational experience has equipped me with a unique and valuable skill set. As a financial advisor, I leverage this diverse expertise to provide insightful and strategic guidance, helping clients navigate complex financial landscapes and achieve their business objectives. My ability to integrate financial acumen with operational insights allows me to offer a holistic approach to financial advising, ensuring that all aspects of a client’s business are considered and optimized for success.
  • Financial Executives International (Fei)
    President - Dallas Chapter
    Financial Executives International (Fei) Jul 2023 - Present
    Morristown, New Jersey, Us
    Financial Executives International (FEI) is a leading association comprised of members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances member professional development through peer networking, career management services, conferences, research and publications.
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  • Conquest Design & Development Group, Llc
    Chief Financial Officer And Board Of Directors
    Conquest Design & Development Group, Llc Sep 2019 - Mar 2024
    Headquartered in Dallas, Texas, Conquest is a nationwide architectural and engineering consulting company headquartered in Dallas, Texas. Our team has devoted over 40 years to becoming subject matter experts in architectural, engineering and development services for our nationwide portfolio of clientele.
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  • Ebb Group
    Cfo And Director
    Ebb Group Feb 2021 - Sep 2022
    Frisco, Texas, Us
    EBB Group is a full service, mid market business brokerage firm specializing in mergers and acquisitions. We represent companies with enterprise values from $10-$200 million. As a Director, Jim's role is to lead or be part of a three person team through the entire process of selling a business including; executing the engagement letter, performing a financial analysis, carrying out an evaluation analysis, creating marketing materials, crafting the Confidential Information Memorandum, creating a prospective buyer list, reaching out to potential buyers, finding and negotiating with the right buyer to get the best price, working with the attorneys on both sides of the transaction, overseeing all of the details through to the successful closing.
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  • Globus Management Group, Llc
    Chief Financial Officer
    Globus Management Group, Llc Feb 2014 - Jun 2019
    Garland, Texas, Us
    www.globusmanage.comGlobus Management Group, LLC specialize in construction services for commercial and residential customers. Globus has specialty divisions for multifamily, residential, roofing, commercial, home owner associations (HOA), and service. Through dedication and commitment, our company has become one of largest contracting firms in the southwest.With our main office in Dallas/Ft Worth, Globus is able to service growing clientele throughout the United States. Through a unique combination of employees and key partners your project will be handled from beginning to end with the goal of eliminating problems and ensuring a timely and smooth completion. This partnership gives Globus the advantage of delivering your project on time and within budget.
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  • Advanced Integration Technology
    Chief Financial Officer (Cfo)
    Advanced Integration Technology Feb 2006 - Jul 2013
    Plano, Texas, Us
    AIT - Technology Manufacturing - Specializing in industrial automation for 20 years, AIT is the dominating global provider of turnkey factory automation and aerospace tooling, including the design, fabrication, installation, and maintenance of fully integrated plant-floor systems.
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  • Sabine Production Partners, Lp
    Chief Financial Officer (Cfo)
    Sabine Production Partners, Lp Mar 2005 - Jan 2006
    Executive leader responsible for the filing of a registration statement with the Securities and Exchange Commission to convert a $600,000,000 oil and gas royalty trust NYSE listed equity to a growth oriented master limited partnership. Duties included all facets of the design, preparation, and strategy of the registration statement.• Arranged $150,000,000 financing to support growth strategy• Prepared and implemented road show strategy • Successfully filed a registration statement
  • Synctive - Cfo, Cpa
    Management Consultant (Cfo) (Cpa)
    Synctive - Cfo, Cpa Dec 2003 - Jan 2006
    CPA AND CONSULTANT, DALLAS, TEXAS, 2003 - PresentManagement Consultant - Sarbanes-Oxley 404 consultant for a variety of companies using COSO standard methodology. Services include internal controls overview, process flow and risk assessment, testing and compliance work, briefings and advice to managements and the boards of directors.· Provided management recommendations to insure compliance with the Sarbanes-Oxley law.. Created a customer retention roadmap and services strategy for a public company with over 500,000 customers.· Assisted Certified Public Accounting firms providing internal audit control and management services to companies that are accelerated Sarbanes-Oxley filers. · Assisted Certified Public Accounting firms issuing an opinion on a client’s internal controls for certification.·
  • Siemens
    Director Business Administration
    Siemens May 2002 - Nov 2003
    Munich, De
    Executive team member working with supply chain operations and consumer product manufacturing to implement strategic objectives. Responsible for financial modeling, contract negotiation, sales and planning forecasting, quality assurance, budgeting, and establishing and monitoring key performance indicators to drive business objectives.
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  • Synctive, Inc.
    Managing Partner, Chief Financial Officer (Cfo), And President (Ceo),
    Synctive, Inc. Oct 1999 - May 2002
    Provided strategic, project, and management services that guided companies in identifying and capitalizing on market opportunities. Personally led company and managed administrative and consulting functions from start-up to full operations.· Achieved over $2,000,000 in consulting services in sales strategy, customer retention, and technology alignment.· Created proprietary methodology for continually improving business while maintaining alignment between people, processes, and technologies. · Repositioned software customer’s strategic plan and procured $10,000,000 offer for the company.· Published article on customer retention for the security industry.
  • Earthcare
    Chief Financial Officer, (Cfo) Secretary
    Earthcare Oct 1998 - Oct 1999
    Responsible for the company’s financial direction from a private company to public company. Held accountability for financial planning and strategy, financial reporting, treasury management, legal, tax, and information technology.· Successfully filed company’s S-1 registration statement with the Securities and Exchange Commission.· Completed four acquisitions through asset and stock transactions that increased the company’s size by over 100%.· Secured issuance of $15,000,000 in convertible debt through investment banking private placement.
  • Adams Golf
    Chief Financial Officer, (Cfo) Vice President Of Finance
    Adams Golf Sep 1997 - Oct 1998
    Held full responsibility for the company’s financial direction from start-up to successful initial public offering (IPO) of stock with a market value in excess of $350,000,000. Duties included financial planning and strategy, financial reporting, customer service, treasury management, telecommunications, information technology, legal, and tax.
  • Brink’S
    Manager, Audit And Financial Operations
    Brink’S Jun 1995 - Sep 1997
    Coppell, Texas, Us
    Responsible for maximizing financial and business operations for security and air freight business divisions.
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  • Adt
    Manager Financial Analysis
    Adt Mar 1994 - May 1995
    Boca Raton, Florida, Us
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  • Brinks Home Security
    Director Of Accounting
    Brinks Home Security Sep 1986 - Dec 1993
    Coppell, Texas, Us
    View
  • Hunt Energy
    Accountant
    Hunt Energy 1981 - 1986

Jim Farrell Skills

Manufacturing Start Ups Strategic Planning Financial Reporting Supply Chain Sec Reporting Ipo As9100 Automation Treasury Management Process Improvement Risk Management Contract Negotiation Business Strategy Accounting Process Engineering Operations Management Robotics Financial Analysis Sec Filings Leadership Executive Management Sarbanes Oxley Act Finance Mergers Budgets Strategic Financial Planning Mergers And Acquisitions Change Management Strategy Forecasting Financial Modeling Cpa Internal Controls Due Diligence Cost Accounting Treasury Acquisition Integration Auditing Cash Management Revenue Recognition Tax Consolidation Cash Flow Gaap Working Capital Management Restructuring Management Managerial Finance Program Management

Jim Farrell Education Details

  • State University Of New York At Oswego
    State University Of New York At Oswego
    Accounting
  • Oswego Catholic High School
    Oswego Catholic High School

Frequently Asked Questions about Jim Farrell

What company does Jim Farrell work for?

Jim Farrell works for Financial Executives International (Fei)

What is Jim Farrell's role at the current company?

Jim Farrell's current role is Chief Financial Officer CPA Business Advisor Sell Side & M&A Peloton Yoga FEI International.

What is Jim Farrell's email address?

Jim Farrell's email address is jf****@****oup.net

What is Jim Farrell's direct phone number?

Jim Farrell's direct phone number is +197249*****

What schools did Jim Farrell attend?

Jim Farrell attended State University Of New York At Oswego, Oswego Catholic High School.

What skills is Jim Farrell known for?

Jim Farrell has skills like Manufacturing, Start Ups, Strategic Planning, Financial Reporting, Supply Chain, Sec Reporting, Ipo, As9100, Automation, Treasury Management, Process Improvement, Risk Management.

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