James Stock
MessageRoles available for:
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Fractional
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Consulting
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Contract
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Interim
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Laguna Niguel, California, United States
Achievements
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Expertise
Financial forecasting and budgeting, cash flow management, capital raising, project management, construction, financial reporting, general management. -
Employees
overseen
9 employees
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Budget overseen
$ 85,000,000
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James Stock
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Roles available for:
-
Fractional
-
Consulting
-
Contract
-
Interim
-
Laguna Niguel, California, United States
Achievements
Why hire me in a fractional role
Experience
Fractional role
Strengths in this role: Financial modeling, structured finance and capital raising, cash flow management, board presentations, investor relations, annual audits, financial statement preparation and footnotes, general administrative oversight.
Industry Group: Consumer Goods
Industry: Retail
Years of experience: 10 years
Industry Group: Finance
Industry: Banking
Years of experience: 6 years
Industry Group: Media
Industry: Online Media
Years of experience: 12 years
Company name: Howard's Appliances, Inc.
Company size: 130 employees
Role in this company: Management of all accounting and finance activities, board presentations, financial forecasting and modeling, capital raising, project management and store remodels/renovations. Supervised a staff of 4.
Company name: LifeScript, Inc.
Company size: 125 employees
Role in this company: Management of all accounting and finance activities, board presentations, financial forecasting and modeling, capital raising, secured various lines of credit and restructured debt, managed stock option plan, and coordination of annul audit. Supervised a staff of 9.
Company name: Consumer Portfolio Services, Inc.
Company size: 800 employees
Role in this company: Management of all accounting and finance activities, board presentations, financial forecasting and modeling, capital raising, placement of over $1 billion in asset backed securities, SEC reporting, management of stock option plan, and coordination of annul audit. Supervised a staff of 8.
Strengths in this role: Project management, organization, time management and meeting deadlines.
Industry Group: Consumer Goods
Industry: Retail
Years of experience: 10 years
Company name: Classic Cake Decorations, Inc.
Company size: 6 employees
Role in this company: Management of the finances, cash flow, as well as the relocation of this store including lease negotiations and tenant improvements.
Company name: Howard's Appliances, Inc.
Company size: 130 employees
Role in this company: Coordination of 5 store remodels in 6 months using multiple contractors at various locations, in some cases simultaneously.
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Degrees & accreditations
MBA, BA, CPA #63685
Six Sigma Green Belt (currently Enrolled)
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Membership & affiliations
American Institute of Certified Public Accountants
California Society of Accountants
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Success story
At Consumer Portfolio Services, the company faced severe liquidity challenges. Liquidity got so tight we had to cancel direct deposit for the additional float on payroll and we were on the verge of filing for bankruptcy. I was able to negotiate payment plans with many vendors, in some cases over 24 months, to allow the company to operate until the liquidity improved.
