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James B.

James B.

Fractional CFO & Controller, Budgeting, Cash Flow & Financial Systems

I help growing businesses build financial systems they can actually run the company from, not just books that are technically correct at the end of the month. I spent more than 15 years on the executive team of a multi-million-dollar CPG company, where I worked across finance, operations, cash planning, budgeting, inventory, production, financing, and management reporting. Today, I bring that operator’s perspective to founder-led businesses that need stronger financial controls and better decision support. Depending on the company, that may include: • Cash-flow forecasting and scenario planning • Budgeting and rolling forecasts • Monthly close and management reporting • QuickBooks cleanup and financial-system design • Inventory, margin, and channel analysis • Controller or fractional CFO support I value clear communication and solid planning. My goal is always to bring more clarity to your business so you can make better decisions.

🇺🇸Burnsville, United States$85/hr75% JSSSince Sep 2025

Earnings and projects

MRR
$1.3k

Last 6 months ÷ 2.7 months active (since Aug 2026)

World#38,117 / 412k
🇺🇸Country#6,913 / 62.1k
Revenue, last 30 days
$0

Last 6 months: $3.5k

Total earnings
$3.5k
World#285,196 / 412k
🇺🇸Country#44,506 / 62.1k
Per project
$3.5k

$3.5k in the last 6 months

World#48,657 / 412k
🇺🇸Country#8,132 / 62.1k
Projects, last 6 months
1
100% fixed0% hourly
World#128,096 / 412k
🇺🇸Country#16,472 / 62.1k
Projects in all
1
100% fixed0% hourly
World#360,675 / 412k
🇺🇸Country#53,151 / 62.1k

Earnings, last 30 days

$3.5kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$3,450$3,500$3,550Oct 9Oct 24Nov 8

Skill rankings: Top 10% in Business Planning & Strategy

Ranked by MRR among everyone on Upwork with the skill.

  1. #27Budgeting & Forecasting Software202 freelancers · 🇺🇸 #11Top 13%
  2. #52Cost Accounting474 freelancers · 🇺🇸 #13Top 11%
  3. #52Budget Planning464 freelancers · 🇺🇸 #9Top 11%
  4. #55Manufacturing470 freelancers · 🇺🇸 #15Top 12%
  5. #73Business Planning & Strategy702 freelancers · 🇺🇸 #27Top 10%
  6. #78Operational Planning519 freelancers · 🇺🇸 #28Top 15%
  7. #120Cash Flow Analysis705 freelancers · 🇺🇸 #29Top 17%
  8. #156Financial Planning1,216 freelancers · 🇺🇸 #50Top 13%