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.
Earnings and projects
Last 6 months ÷ 2.7 months active (since Aug 2026)
Last 6 months: $3.5k
$3.5k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 10% in Business Planning & Strategy
Ranked by MRR among everyone on Upwork with the skill.
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