James M.

Chief Financial Officer at Tecovas

James M. is the current Chief Financial Officer at Tecovas. James has previous experience as a Senior Finance Manager at Amplify Snack Brands, a Director of Finance at Upland Software, and a Senior Financial Analyst - Financial Planning & Analysis at RetailMeNot, Inc.

James M. started their professional career at Dell in 2011 as a Senior Financial Analyst. In this role, they were responsible for weekly internal and external financial reporting, earnings call and transcript preparation, financial planning and analysis, and portfolio management for the North America public sector. James also advised on pricing and promotions for North America Marketing, performed quarterly and annual audit testing, and led and managed content for a bi-weekly pricing meeting for the North America Business.

In 2013, James M. left Dell to join RetailMeNot, Inc. as a Senior Financial Analyst - Financial Planning & Analysis. In this role, they were responsible for ad-hoc reporting requests from sales executives, developing financial models and analyses to support strategic initiatives, KPIs, etc., creating and leading three Acquisition campaigns across two sales segments, decreasing Sales Executives' T&E expenses by 17%, and leading the North America product evaluation program which decreased the delinquency rate by 74%.

In 2014, James M. was promoted to Director of Finance at Upland Software. In this role, they were responsible for all aspects of finance including but not limited to financial planning and analysis, forecasting, revenue recognition, commission calculations, accounts receivable and accounts payable management, month-end close activities, auditing, and tax compliance.

In 2016, James M. left Upland Software to join Amplify Snack Brands as a Senior Finance Manager. In this role, they were responsible for internal and external financial reporting, earnings call and transcript preparation, financial planning and analysis, and portfolio management for SkinnyPop Popcorn / Oatmega bars / Paqui Tortilla Chips / Tyrrells Crisps.

James M. has been in their current role as Chief Financial Officer at Tecovas since 2017. In this role, they are responsible for all aspects of finance including but not limited to financial planning and analysis, forecasting, revenue recognition, commission calculations, accounts receivable and accounts payable management, month-end close activities, auditing, and tax compliance.

James M. has a Bachelor of Business Administration (BBA) in Finance from Baylor University and attended Westlake High School.

Their manager is David Lafitte, CEO. Some of their coworkers include Paul Choi - Chief Product Officer, Bonnie Sims - VP, People, and Brian Jordan - Executive Creative Director.

Timeline

  • Chief Financial Officer

    Current role

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