At a Glance
- Chief Financial Officer, Senior Vice-President, Partner
- Effective communications with investors, directors, and executives that improve understanding of key financial and business drivers, risks and outcomes
- Performance improvements across various company sizes and industries
- Developed effective teams in finance, accounting, treasury, tax, internal audit, risk management, information technology, investor relations, and purchasing
- Experienced in M&A and IPOs and with businesses engaged in technology, software, staffing, services, construction, manufacturing, and banking in the US, Europe, Asia and South America.
Key Leadership Accomplishments
- Led complex multi-year restatement of multiple accounting areas and remediation of underlying causes including designing organizational change, assessing needed skills and competencies, and redesigning internal controls and accounting processes
- Restructuring of a $1.6 billion business from geographically based to customer and industry based, separating sales and delivery but with coordinated goals to eliminate commodity behavior and drive increased profitability
- Implemented objective based executive performance expectations and monitoring, strengthening corporate involvement with and oversight of operating unit performance, improving reporting and measurement against expectations, and instilling enterprise-wide control consciousness
Jim Whitney has over 25 years of experience in accounting and financial leadership roles for organizations in the technology, services, manufacturing, banking and other industries. He has been CFO at a $2 billion Fortune 1000 Company, a partner at a big-4 accounting firm leading audits of public multi-national companies as well as smaller public and pre-IPO companies, and has broad experience with SEC Reporting. He is experienced with multi-national operations, particularly in Asia where he was based for over four years. As the CFO at Volt, a public staffing and technology company, he helped successfully navigate a restatement and related SEC investigation, NYSE re-listing, major restructuring and return to profitability. Jim has created financial reporting functions that convey executive insight and support strategic evaluations and analysis, as well as budgeting functions focused on outcome-based executive goals with specific operating performance expectations. He has built effective risk mitigation and monitoring functions and efficient internal control environments, and strong accounting organizations that foresee and solve issues. During his 21 years with KPMG he focused primarily on technology companies but also worked with clients in manufacturing, banking, and other industries. Other experience includes Treasurer for a $100 million investment portfolio and President of the Board of a 10,000-member social, recreational and fitness club.
Jim holds a bachelor’s degree in Business Administration, with Accounting Concentration, from the University of Washington. He’s a Certified Public Accountant in the state of Washington.