As a Family Accounting Manager, James is responsible for the client billing process and statistical revenue reporting. He assists the CFO with due diligence as it pertains to mergers, acquisitions, and succession solutions. In addition, James performs regular internal audits and analyzes pricing strategies in the market while providing support to the rest of the accounting team when needed. Originally serving as an intern at JFS during his senior year of college, James was exposed to many aspects of the firm and therefore was able to bring valuable experience to his position.
James graduated Magna Cum Laude from Westminster College (PA) with a Bachelor’s Degree in Accounting and Business Administration and a minor in Music. James is currently working towards his Certified Management Accountant (CMA) designation. He is a member of the Institute of Management Accountants, Pennsylvania Institute of CPAs, and Ohio Society of CPAs.
James currently resides in Andover, Ohio. Outside the office, he enjoys spending time with his family and working on projects on their family farm.