James Kappotis, MBA

James Kappotis, MBA, has a diverse work experience spanning across various industries. James is currently working at SmartLabs as a Senior Manager of Financial Planning and Analysis. Previously, they served as a Financial Planning and Analysis Manager at Ultivue from April 2021 to June 2022.

James has a strong background in financial analysis and planning. James worked at Sappi North America, where they held multiple roles, including Financial Planning Manager, Senior Financial Analyst, and Financial Analyst. In these positions, they coordinated financial estimates, executed quarterly forecasts and annual operating plans, and provided management reporting on actual and expected performance. James also played a critical role in budget creation and sales incentive plan implementation.

Prior to Sappi North America, James worked at State Street as an Account/Pricing Specialist and Senior Associate, where they reconciled ledger account balances, analyzed daily fund activity, and forecasted income and expenses for accurate NAV reporting.

Before their career in finance, James gained experience as a Produce Department Team Member at Stop & Shop. James also interned at Holmes Investment Management, Inc. during their MBA studies.

Overall, James Kappotis, MBA, demonstrates their expertise in financial planning, analysis, and reporting through their progressive roles in different organizations.

James Kappotis, MBA pursued their Master of Business Administration degree from Boston College Carroll School of Management between 2017 and 2020. Prior to that, they obtained their Bachelor of Science degree in Finance, with a general focus, from the University of Massachusetts Dartmouth from 2008 to 2012.