Jim, CPA (Inactive) MBA - ROARK

Meet ROARK’s Resident Problem-Solvers

Our finance and accounting consultants alleviate your stress and frustration by helping you and your business avoid the roadblocks that stop you from achieving your business goals,

Jim, CPA (Inactive)
Management Consultant

Jim is a CFO/VP of Finance with over 20 years of proven expertise assisting privately and publicly held companies.

He is a former EY Supervisor which has positioned him as an SEC and SOX expert. He has assisted multiple clients with catch up and clean up work for M&A and multiple audits. He has a rare hybrid expertise with finance and operations.

Jim is known for being hard working, hands on, and a dynamic team player who can integrate into any organization with ease.


  • SEC reporting
  • SOX compliance documentation & testing
  • Internal control & process improvement
  • Internal financial reporting (BOD package)
  • Budgeting & forecasting
  • Cash management
  • Audit support
  • Capital asset financing
  • Debt offering
  • Mergers/acquitisions/divestitures
  • Corporate turnarounds
  • International business

Industries Served

  • Manufacturing
  • Distribution
  • Consumer electronics
  • Power supply
  • Financial services

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