James O'Connor

James O'Connor is an accomplished finance professional with extensive experience in financial planning and analysis, operational strategy, and investor relations. At Code3 Agency, from August 2022 to April 2025, James held the positions of Vice President of Finance and Operational Strategy and Senior Director of FP&A, leading the annual budget process and overseeing client financial health. Prior experience includes roles at WeddingWire as Director of FP&A and Booz Allen Hamilton as Strategic Financial Analyst, where James focused on improving financial reporting and supporting mergers and acquisitions. Earlier career stages involved consulting for The Carlyle Group and interning at Fidelity Investments, where James contributed to investor relations and project sponsorship analysis. James holds a Bachelor of Science in Finance from Bentley University, obtained in June 2012.