Chief Financial Officer
Current
I3/Surescan
Top finance executive / strategic partner to executive team
Nov 2024 - Present
AeroLeads people directory · profile
Jim Felman Email & Phone Number
Finance Executive / Financial Professional, Educator and Coach
at
i3/SureScan
1 work email found
@goldbergsegalla.com
3 phones found area 518 and 919
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
i3/SureScan
Role
Finance Executive / Financial Professional, Educator and Coach
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Who is Jim Felman? Overview
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Quick answer
Jim Felman is listed as Finance Executive / Financial Professional, Educator and Coach at i3/SureScan, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a work email signal at goldbergsegalla.com, phone signal with area code 518, 919, and a matched LinkedIn profile for Jim Felman.
Jim Felman previously worked as Chief Financial Officer at I3/Surescan and Financial Services Professional at Self-Employed. Jim Felman holds Bachelor'S Degree, Economics & Business Mgmt from Cornell University.
Company email context
Email format at i3/SureScan
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{first_initial}{last}@goldbergsegalla.com
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AeroLeads found 1 current-domain work email signal for Jim Felman. Compare company email patterns before reaching out.
Profile bio
About Jim Felman
As a licensed financial professional, educator and coach, I provide life-changing solutions to individuals, families and small business owners in the course of pursuing their financial goals and saving for the future. Whether it is just a needed focus on budgeting and spending, or planning alternative solutions for wealth accumulation and retirement, we work together to empower you to take charge of your money and financial future. I am also an accomplished financial executive who has successfully led and directed the finance/accounting and tax functions for large and mid-sized companies. My career in corporate finance has focused on process improvement, corporate governance, best practices, and proper financial reporting and tax saving strategies. I have helped companies manage opportunities and risk, minimize global tax liabilities, strengthen the balance sheet, enhance financial results, and thus bring significant value to shareholders and other company stakeholders.Those who know me best say that I am a fair, honest and forth-right individual. I am a leader and dedicated mentor to staff and a trusted strategic partner to executive management and the directors of the Boards that I serve. My areas of expertise include: Chief Financial Officer, Chief Accounting Officer - VP, Finance - VP of Tax - internal/external financial reporting and compliance - strategic tax planning, consulting and analysis - mergers and acquisitions - corporate reorganizations and restructuring - financial planning and analysis - financial coaching - life insurance retirement strategies - annuities - licensed professional.Big-4 public accounting experience (Deloitte, PwC).Early professional experience includes:Controller and Tax Director at TLP Leasing Programs, Boston, MASole Practitioner at James S. Felman, Attorney-at-Law, Tamarac, FLTax Consultant at Price Waterhouse LLP, New York, NY / Fort Lauderdale, FL
Listed skills include Accounting, Tax, Financial Reporting, Corporate Tax, and 23 others.
Current workplace
Jim Felman's current company
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I3/Surescan
9 roles · 28 years
Jim Felman work experience
A career timeline built from the work history available for this profile.
Financial Services Professional
Current
Self-Employed
I work with individuals, families and small business owners to improve financial literacy, strengthen cash management skills and implement long-term savings plans. I also provide life-changing solutions to help families to secure their financial future, including income protection, college savings, wealth preservation and accumulation, retirement planning.
Jan 2023 - Present
Chief Financial Officer
Top finance executive and strategic business partner to executive leadership/ownership team.
Apr 2023 - Dec 2023
Chief Financial Officer
Goldberg Segalla LLP is an AMLAW Top 200 law firm that delivers innovative legal services to a wide range of regional, national and international clients. Client satisfaction is a top priority.
Jan 2016 - Dec 2022
Chief Accounting Officer
Manage and direct the accounting and tax functions of the company. Oversight and review of internal and external financial reporting in accordance with GAAP, federal, state, local and international tax compliance. Collaborate and counsel on legal entity structuring. Provide strategic advice and guidance on highly technical accounting and tax issues to.
2010 - 2015
~5 yrs
Vice President, Tax
Establish, implement and lead the tax department vision, goals and responsibilities in coordination with the organization’s global strategic objectives. Minimize cash taxes and long term tax liabilities through development and implementation of tax saving strategies and through efficient and effective compliance. Advise executive management and provide.
2007 - 2010
~3 yrs
Tax Director
Manage and direct corporate tax department in coordination with the organization’s global strategic objectives. Minimize cash taxes and long term tax liabilities through development and implementation of tax saving strategies and through efficient and effective compliance.
2005 - 2007
~2 yrs
Tax Director
Lead corporate tax department. Minimize cash taxes and long term tax liabilities through development and implementation of tax saving strategies and through efficient and effective compliance.
2001 - 2005
~4 yrs
Senior Tax Manager
Manage all aspects of tax compliance, provision review and consulting engagements for a variety of large and middle-market public and privately held companies.
1998 - 2001
~3 yrs
2 education records
Jim Felman education
Bachelor'S Degree, Economics & Business Mgmt
Cornell University
Juris Doctor, Business, Trade, And Tax Law
University At Buffalo School Of Law
FAQ
Frequently asked questions about Jim Felman
Quick answers generated from the profile data available on this page.
What company does Jim Felman work for?
Jim Felman works for i3/SureScan.
What is Jim Felman's role at i3/SureScan?
Jim Felman is listed as Finance Executive / Financial Professional, Educator and Coach at i3/SureScan.
What is Jim Felman's email address?
AeroLeads has found 1 work email signal at @goldbergsegalla.com for Jim Felman at i3/SureScan.
What is Jim Felman's phone number?
AeroLeads has found 3 phone signal(s) with area code 518, 919 for Jim Felman at i3/SureScan.
Where is Jim Felman based?
Jim Felman is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with i3/SureScan.
What companies has Jim Felman worked for?
Jim Felman has worked for I3/Surescan, Self-Employed, Legends Airways, Goldberg Segalla Llp, and General Parts International, Inc..
How can I contact Jim Felman?
You can use AeroLeads to view verified contact signals for Jim Felman at i3/SureScan, including work email, phone, and LinkedIn data when available.
What schools did Jim Felman attend?
Jim Felman holds Bachelor'S Degree, Economics & Business Mgmt from Cornell University.
What skills is Jim Felman known for?
Jim Felman is listed with skills including Accounting, Tax, Financial Reporting, Corporate Tax, Finance, Strategic Planning, Mergers And Acquisitions, and Financial Analysis.
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