James ("Jim") Morales has extensive experience working with well-known companies such as PricewaterhouseCoopers, Deloitte, Volvo, Sony, Sysco, Burger King and others as well as consulting for several early stage growth companies across a variety of industries.

He has a unique combination of Strategic Planning & Execution, Financial Leadership, Project Management and Organizational Design experience. This diverse background gives Jim the ability to look at an organization holistically and solve critical business problems by building creative action plans and then managing the delivery of sustainable results.

Jim has built his career on providing strategic and financial leadership to the C suite and has implemented strategic management systems using the Balanced Scorecard framework. He specializes in combining financial analysis with storytelling and insights to drive decision making at at CXO and Board levels.

Jim has the following certifications:

Chartered Financial Analyst® (CFA®)

Certified Financial Planning & Analysis Professional (FP&A™)

Certified Management Accountant (CMA®)

Certified in Strategy and Competitive Analysis (CSCA™)

Jim entertains opportunities to collaborate with others to support their growth or transformation initiatives and help them build sustainable foundations for success.

You can learn more about Jim by visiting his website with a click on the button above or reaching out at social media links below.