Cfa® Cma® Fpa™ Csca™ Jim Morales

Chief Financial Officer at Grant Cardone Enterprises

Jim Morales, CFA® CMA® FPA™ CSCA™ has a diverse and accomplished work history. Jim is currently the Chief Financial Officer at Grant Cardone Enterprises, where they oversee financial operations. Prior to this, Morales served as the Chief Financial Officer at Silverspot Cinema, where they led finance and HR functions and implemented best practices. Jim also held the role of Director of Strategy & Corporate Development at Crius Energy, LLC, where they worked closely with the executive committee and board to develop strategic options. Morales has extensive experience in strategic planning, financial budgeting, and forecasting, as well as operational analyses. Jim has held various finance and strategy roles in companies such as U.S. Gas & Electric, Simply Healthcare Plans, Liberty Power, Burger King Corporation, and Deloitte Consulting. Prior to their career in finance, Morales worked as a Consultant at Volvo Aero Services and as a Senior Integration Architect at Florida Crystals Corp. Overall, Morales has demonstrated expertise in finance, strategy, and corporate development throughout their career.

Jim Morales, CFA® CMA® FPA™ CSCA™ completed their Bachelor of Science (B.S) in Computer Science at Columbia University. Jim then pursued their Master of Science in Finance at Florida International University - College of Business.

Throughout their career, Jim has obtained various additional certifications. Jim became a Chartered Financial Analyst (CFA) in October 2012, certified by the CFA Institute. Jim also achieved the Certified Management Accountant (CMA) designation in August 2016, conferred by the Certified Management Accountant: CMA™. In July 2014, Jim became a Certified Corporate FP&A Professional, certified by the Association for Financial Professionals.

In addition, Jim obtained the CSCA® (Certified in Strategy and Competitive Analysis) certification in November 2017. Jim became a Six Sigma Green Belt (CSSGB) in August 2020, certified by Florida Atlantic University. Furthermore, they completed the Learning Bitcoin and Other Cryptocurrencies course, offered by LinkedIn, in January 2021. Jim also holds a certification as an SAP Financial Accounting Certified Professional from SAP, obtained in June 2011.

Jim's education and certifications demonstrate their commitment to acquiring knowledge and expertise in finance, accounting, strategy, and technology throughout their professional journey.

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