See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JU

James Upson

Consultant at Green Consultancy
Intro Book
Seasoned finance professional with expertise in financial analysis, strategic planning, and leadership.
  • Claim this Profile
Location
Herndon, Virginia, United States, US
Skills
  • Financial Analysis
  • Strategic Planning
  • Budgets
  • Managerial Finance
  • Change Management
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
James Upson is a seasoned finance professional with 26+ years of experience in strategic planning, financial analysis, and leadership roles. He has expertise in financial reporting, budgeting, and business strategy, with a strong background in accounting and business planning. Upson has held various positions, including CFO, COO, and Auditor, and has worked with numerous organizations, including non-profits and private companies.

Credentials

  • Certified Public Accountant
    AICPA

Experience

  • Green Consultancy
    • Consultant
      • Mar 2016 - Present

      Consultant to Service sompanies

  • White64
    • CFO/Consultant
      • Jun 1998 - Present

      In charge of finance

  • NKH&W
    • COO
      • 1996 - 1997

      Oversaw the internal operations of the company and provided thought leadership in the area of business planning and professional education.

  • Liggett Stashower
    • Cleveland/Akron, Ohio Area
    • SVP, CFO
      • Jan 1980 - Nov 1996
      • Cleveland/Akron, Ohio Area

      Senior Vice President, Chief Financial Officer. Managed an eleven person accounting staff, 3 IT personnel and 2 person HR department.

  • Ohio Chamber Orchestra
    • Cleveland Ohio
    • President
      • Jan 1988 - Jul 1990
      • Cleveland Ohio

      I oversaw an orchestra that during a typical year had over 90 performances and an approximate $2-3 million budget.

  • Walthall and Drake CPA's
    • Cleveland/Akron, Ohio Area
    • Auditor, tax preparer, financial preparer and adviser to corporate owners
      • Dec 1975 - Jun 1980
      • Cleveland/Akron, Ohio Area

      I was a senior auditor and in-charge of all work relating to my base of clients. Along with audit work, I prepared financial statements, corporate and individual tax returns and financial planning for clients.

  • U.S. Army Medical Corp.
    • Around the world
    • Specialist 5th class, In-charge of Surgery
      • Aug 1969 - Apr 1972
      • Around the world

      I was a physician’s assistant working in surgery. My duties included assisting doctors during surgery, being a scrub nurse and overseeing purchases for the operating room suite.

Education

  • Kent State University
  • Kent State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles