Jim Felman

Jim Felman Email and Phone Number

Finance Executive / Financial Professional, Educator and Coach @
Jim Felman's Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Jim Felman's Contact Details
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

Jim Felman's Current Company Details
i3/SureScan

I3/Surescan

Finance Executive / Financial Professional, Educator and Coach
Jim Felman Work Experience Details
  • I3/Surescan
    Chief Financial Officer
    I3/Surescan Nov 2024 - Present
    Top finance executive / strategic partner to executive team
  • Self-Employed
    Financial Services Professional
    Self-Employed Jan 2023 - Present
    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 and liquidity. Areas of expertise include cash management, bookkeeping, budgeting, planning, and analysis, debt management and relief, tax and retirement planning, life insurance retirement strategies, indexed annuities, term and permanent and long-term care insurance.
  • Legends Airways
    Chief Financial Officer
    Legends Airways Apr 2023 - Dec 2023
    Lakeland, Florida, Us
    Top finance executive and strategic business partner to executive leadership/ownership team.
    View
  • Goldberg Segalla Llp
    Chief Financial Officer
    Goldberg Segalla Llp Jan 2016 - Dec 2022
    Buffalo, New York, Us
    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.
    View
  • General Parts International, Inc.
    Chief Accounting Officer
    General Parts International, Inc. 2010 - 2015
    Raleigh, North Carolina, Us
    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 executive management, Audit Committee and the Board of Directors.
    View
  • General Parts International, Inc.
    Vice President, Tax
    General Parts International, Inc. 2007 - 2010
    Raleigh, North Carolina, Us
    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 solutions on highly technical tax issues.
    View
  • General Parts International, Inc.
    Tax Director
    General Parts International, Inc. 2005 - 2007
    Raleigh, North Carolina, Us
    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.
    View
  • Spectrasite Communications
    Tax Director
    Spectrasite Communications 2001 - 2005
    Us
    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.
    View
  • Deloitte & Touche Llp
    Senior Tax Manager
    Deloitte & Touche Llp 1998 - 2001
    Worldwide, Oo
    Manage all aspects of tax compliance, provision review and consulting engagements for a variety of large and middle-market public and privately held companies.
    View

Jim Felman Skills

Accounting Tax Financial Reporting Corporate Tax Finance Strategic Planning Mergers And Acquisitions Financial Analysis General Ledger Financial Accounting Us Gaap Internal Controls Account Reconciliation Financial Statements Sarbanes Oxley Act Auditing Corporate Law Management Compliance Fixed Assets Accounts Receivable Gaap Process Improvement Financial Planning Restructuring Business Process Improvement Generally Accepted Accounting Principles

Jim Felman Education Details

  • Cornell University
    Cornell University
    Economics & Business Mgmt
  • University At Buffalo School Of Law
    University At Buffalo School Of Law
    And Tax Law

Frequently Asked Questions about Jim Felman

What company does Jim Felman work for?

Jim Felman works for I3/surescan

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

Jim Felman's current role is Finance Executive / Financial Professional, Educator and Coach.

What is Jim Felman's email address?

Jim Felman's email address is jf****@****lla.com

What is Jim Felman's direct phone number?

Jim Felman's direct phone number is +151846*****

What schools did Jim Felman attend?

Jim Felman attended Cornell University, University At Buffalo School Of Law.

What are some of Jim Felman's interests?

Jim Felman has interest in Education, Science And Technology, Human Rights, Arts And Culture, Health.

What skills is Jim Felman known for?

Jim Felman has skills like Accounting, Tax, Financial Reporting, Corporate Tax, Finance, Strategic Planning, Mergers And Acquisitions, Financial Analysis, General Ledger, Financial Accounting, Us Gaap, Internal Controls.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.