Jim Wiseman, Cpa Email & Phone Number

Rockville, Maryland, US

• Web, SEO, SEM and ancillary marketing services to automotive, legal, home services and others.
• Managed and participated in M&A preparation and transactions
• Created financial objectives that aligned company plans for growth and expansion (55% revenue growth in four years; 375% EBITDA growth; employee growth from 300 to 531)
• Assessed performance regarding operational goals, budgets and forecasts (weekly forecasting and expenditure monitoring; focus on cost to acquire, attrition that resulted in planned and achieved monthly and annual.
• Acquired and implemented systems and software to provide critical financial and operational information (Quickbooks; implemented NetSuite in November 2023)
• Supervised accounting to ensure proper functioning of all systems, databases and financial software (managed audit by BDO/Crowe)

• Increase effectiveness and implement new process and systems to scale, specifically in large multi-national environments. Significant experience with private equity (PE) backed (or newly PE backed) companies.Hands-on.
• Develop strategy, tactical action plans, budgets; implement tax and cash flow strategies
• Convert data into information; actionable metrics/plans; drive continuous improvement
• Grow strategic initiatives; ensure appropriate capital investment
• Structure, negotiate and implement complex transactions including financing
• Manage banking, audit, investor, and other critical relationships

• Retail energy provider specializing in data-driven direct response marketing efforts. Responsible for finance, legal, human resources, administration and IT. Built all process and systems from ground up.
• Raised capital and debt funding ($20 million equity; $35 million debt)
• Created financial objectives that aligned company plans for growth and expansion (growth from $0 to $55 million revenue in three years; customer growth from 0 to 72,500; employee growth from 5 to 45)
• Assessed performance regarding operational goals, budgets and forecasts (weekly forecasting and expenditure monitoring; focus on cost to acquire, attrition that resulted in planned and achieved monthly and annual.
• Acquired and implemented systems and software to provide critical financial and operational information (Quickbooks from 2012 to 2016; Intacct in early 2016)
• Supervised accounting to ensure proper functioning of all systems, databases and financial software (managed audit by Grant Thornton)

Reston, VA, US

• Publicly-held (OTC: SKYT) until taken private in March 2011. Apollo shop until acquired by Harbinger Capital Partners.Managed 5 direct reports and a staff of 20 employees. Participated in all debt and equity capital.
• Redesigned planning and forecasting process saving thousands of man-hours; reduced cycle by weeks
• Integrated budget and purchase order process/systems improving visibility and control over cash spending
• Implemented Hyperion to coordinate and systemize complex planning across multiple divisionsFinancial and SEC reporting; Sarbanes-Oxley
• Increased accuracy of financial reporting; decreased time to close and publish by over 50%
• Led production and filing of all Forms 10-K and 10-Q, including MD&A

Tysons Corner, VA, US

Managed 7 direct reports and a staff of 65 employees; supervised all finance personnel in all US and international locations. Developed accounting operations and support structure for businesses in new markets (China, Poland). Led development of European shared service center for accounting operations to significantly reduce G&A costs. Developed accounting.

New York, US

• Discovery Communications is the home to The Discovery Channel, TLC, Animal Planet and many more cable television networks. Led all budget, planning and forecasting processes. Reduced budget cycle through implementation.
• complex revenue recognition (multiple and bundled deliverables as well as bundled equity/revenue transactions)
• joint venture accounting and business analysis (both US and International; complex joint ventures generated over $270M in 2003 revenue)
• acquisition purchase accounting and analysis (acquisitions in US, Germany, Spain, and Asia; made acquisitions of over $325M in 2003-2005)
• review and analysis of debt/credit facilities ($2.5B facility)
• vendor consideration (over $300M in vendor consideration in 2003 including inducement payments, co-op marketing, vendor credit pools)

Naples, Florida, US

Led the following areas for this startup software developer; Treasury, Planning, Accounting, Accounting Operations, Human Resources, Information Systems, and Legal.Monitored capital and credit resources to ensure that the Company had sufficient resources for operating needs. Negotiated terms of capital and credit infusions.Ensured the financial reporting.

Performed audits and business consulting at the largest public and private companies in metro Washington DC including Best Software, Deltek, Software AG, GTSI, Carr America, Marriott.Was selected from nationwide pool of candidates to spend eighteen months leading internal process improvement at World Headquarters in Chicago, IL. Resulting process was.