CHIEF FINANCIAL OFFICER
Jim is a finance and operations executive with over two decades of experience driving growth in both early stage and publicly traded companies, and will have oversight of DealCloud’s finance organization, business planning, accounting, tax, audit and corporate governance.
Jim has a history of working with private equity firms, such as Blackstone, The Carlyle Group, Warburg Pincus, Peak Equity and Wheatley Partners, to help accelerate portfolio company growth that led to eventual successful exits.
Jim is a Certified Public Accountant in the State of New York and has a degree in accounting from Fordham University. He was named a “Top 40 under 40” by Long Island Business News.
Recently, Jim was the CFO at Valiant Solutions, a cloud-based human capital management solution. Prior to that, Jim was CFO at Ghostery, Inc. where he helped restructure the company to help drive the growth while achieving profitability. Prior to that, Jim worked with iLevel Solutions, where he started at the company at its early stage and culminated with its sale to Ipreo. Prior to iLevel, Jim was CFO, Treasurer and Vice President of Operations for FalconStor Software, a publicly traded company, where he built the financial infrastructure to grow the firm from less than $1M in annual revenue to over $80M.