Jim Dietz

Partner at The Florida CFO Group
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Tampa Bay Area

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5.0

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Chris Marto J.D.

Jim and I worked together for more than a year at World Product Solutions in St. Petersburg, as part of the Executive and Strategy Team, directly reporting to the CEO and board of directors. During our tenure there, Jim exemplified superior professional competence in all areas of his assigned duties, in addition to other duties for which he stepped up as our business challenges developed. His considerable professional experience was an invaluable asset to our company and I consider him as a truly’ proactive' CFO. In short, Jim Dietz is the finest CFO I have worked with in 25 years as an attorney and most recently, my position as Chief Compliance Officer. What stands out from his many accomplishments at WPS is how Jim conceived and then orchestrated a complex reorganization of our parent company and its many subsidiaries. His financial forecasting abilities together with keen issue-spotting and correct analyses enabled our company to avert many potential impediments to our transition and as a result, it was accomplished efficiently and effectively. Jim was highly regarded by our private equity company (and has considerable expertise in dealing with PEGs from both purchasing and selling perspectives), all of our C-level executives, and his many direct-reports. Jim also contributed his time and considerable expertise to develop the professional competencies of his key team members, ultimately resulting in meaningful promotions for several of those he trained. It was a privilege to serve with Jim on our Strategy Team. His experience, business acumen and unimpeachable character made him the most trusted advisor on our team, in my opinion. Even though we no longer share employment at WPS, I still consult with him on a regular basis and I unreservedly recommend Jim to other clients, customers and companies with which I am associated.

Tara Camacho

I had the pleasure to work directly with Jim for a little over a year while he was CFO for WPS Group. I reported directly to him. He was highly respected by myself and his colleagues and exemplified dedication and true leadership to the whole finance department. Anyone who has the opportunity to work with Jim is truly lucky.

Larissa Smirnoff

I had the pleasure of working with Jim when he served as CFO of Petroalgae/Parabel. Jim was very highly regarded and respected by his colleagues, exhibited true leadership and dedication, was very detail-oriented and hard working, and built a strong finance/accounting department from the ground up. Technically, I found Jim's finance and accounting skills to be excellent. At the time of his hire, Jim was brought on to facilitate the IPO process and oversaw the due diligence and interaction with the bankers and auditors. In preparation for the IPO, Jim hired a third party firm and brought the company into SOX compliance. Additionally, during his tenure, Jim oversaw the company's SEC reporting, financial audits and implemented the company's international accounting. Jim was a definitely a great asset to the company.

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Credentials

  • Chartered Global Management Accountant
    AICPA
    Jun, 2014
    - Nov, 2024
  • 2019–20 Digital Mindset
    AICPA
    Mar, 2021
    - Nov, 2024
  • Certified Public Accountant
    AICPA

Experience

    • United States
    • Executive Offices
    • 1 - 100 Employee
    • Partner
      • May 2017 - Present

      The Florida CFO Group provides interim and fractional CFO services to small and mid-sized businesses in a wide range of industries. We only select the best CFO service providers and share our knowledge and networks - which is incredibly valuable to each of clients and service providers. We can be your financial expert, enabling the entrepreneurs and business owners of Tampa Bay, Central Florida and beyond to solve problems, focus on value creation - and WIN! The Florida CFO Group provides interim and fractional CFO services to small and mid-sized businesses in a wide range of industries. We only select the best CFO service providers and share our knowledge and networks - which is incredibly valuable to each of clients and service providers. We can be your financial expert, enabling the entrepreneurs and business owners of Tampa Bay, Central Florida and beyond to solve problems, focus on value creation - and WIN!

  • Tampa Area Small/Mid-Sized Businesses
    • Tampa/St. Petersburg, Florida Area
    • Contract CFO
      • Sep 2014 - Present

      I focus on clients requiring senior financial talent that are facing some form of change or difficulty. Since 2016, I have served as the Contract CFO for a manufacturer, a national fashion products distributor, a home construction company, a commercial developer, a consumer finance business and a start-up cloud-based technology company. I focusing on a range of issues, generally related to business and financial planning, profitability improvement and growth financing. In 2014/15, as Contract CFO to a managed care organization, I designed and implemented the accounting and financial reporting function and participated in the profitability improvements of a independent NFP Medicaid plan and ultimately led a process that successfully sold the business. I seek to add the financial skill-set that is sometimes lacking in smaller firms or that may be missing due to an unfilled position to help the executive team achieve greater success. Show less

  • Self employed
    • Orlando, Florida Area
    • Board Member
      • Jan 2009 - Dec 2017

      Served as independent member of Board of Directors for public but non-traded REIT formed and advised by real estate investment management firm CNL Financial Group of Orlando. Former independent Board member of a second CNL-sponsored REIT from 2009 through its successful sale in 2015. Served as independent member of Board of Directors for public but non-traded REIT formed and advised by real estate investment management firm CNL Financial Group of Orlando. Former independent Board member of a second CNL-sponsored REIT from 2009 through its successful sale in 2015.

  • National CFO Services Firm
    • Tampa/St. Petersburg, Florida Area
    • CFO consultant (to SMBs)
      • Jan 2016 - Jan 2017

      I served private business owners as a partner of a large national CFO services firm. In this role I met many local services providers and owners, educating them on the value of a financial viewpoint in the executive team. My SMB clients achieved greater success by applying their undivided attention on business and organizational development, knowing that financial matters were being handled. I served private business owners as a partner of a large national CFO services firm. In this role I met many local services providers and owners, educating them on the value of a financial viewpoint in the executive team. My SMB clients achieved greater success by applying their undivided attention on business and organizational development, knowing that financial matters were being handled.

  • Health Insurance Innovations Inc (HIIQ)
    • Tampa/St. Petersburg, Florida Area
    • Executive Vice President & Chief Financial Officer
      • Apr 2013 - Jul 2014

      Health Insurance Innovations (HII) develops and administers affordable health insurance products that are designed to meet the needs of individuals that are not part of group health plans. I led the financial operations of HII after its 2013 IPO and helped adapt financial reporting and investor relations to the exacting standards of a high-growth NASDAQ company. Health Insurance Innovations (HII) develops and administers affordable health insurance products that are designed to meet the needs of individuals that are not part of group health plans. I led the financial operations of HII after its 2013 IPO and helped adapt financial reporting and investor relations to the exacting standards of a high-growth NASDAQ company.

    • United States
    • Food and Beverage Manufacturing
    • 1 - 100 Employee
    • Chief Financial Officer and Secretary
      • May 2010 - Apr 2012

      PetroAlgae (renamed Parabel, OTCQB: PABL) is developing and licensing technology and systems to manufacture animal feed and human food by growing, harvesting and processing aquatic micro-crops. I led PABL's accounting, finance, IT and legal functions as it transitioned to commercial status. My team also filed an S-1 registration statement in contemplation of an IPO. PetroAlgae (renamed Parabel, OTCQB: PABL) is developing and licensing technology and systems to manufacture animal feed and human food by growing, harvesting and processing aquatic micro-crops. I led PABL's accounting, finance, IT and legal functions as it transitioned to commercial status. My team also filed an S-1 registration statement in contemplation of an IPO.

    • Real Estate
    • 200 - 300 Employee
    • Chief Financial Officer
      • Oct 1995 - Dec 2007

      Started with Florida Design Communities, a Tampa-based private homebuilder / developer. Managed merger of FDC with WCI Communities, Inc. in 1998. Took WCI public in 2001 / 2002. Restructured and enlarged multiple syndicated bank credit facilities. Staffed and managed a team of financial and I.T. professionals numbering over 200 that supported WCI's revenue growth to $2.5 billion by 2005. Carl Icahn's successfully proxy contest led to my resignation in December 2007. Started with Florida Design Communities, a Tampa-based private homebuilder / developer. Managed merger of FDC with WCI Communities, Inc. in 1998. Took WCI public in 2001 / 2002. Restructured and enlarged multiple syndicated bank credit facilities. Staffed and managed a team of financial and I.T. professionals numbering over 200 that supported WCI's revenue growth to $2.5 billion by 2005. Carl Icahn's successfully proxy contest led to my resignation in December 2007.

  • GTE Leasing Corporation
    • Tampa/St. Petersburg, Florida Area
    • Mgr - Bus Development for Leasing Company
      • May 1993 - Oct 1995

      Designed and marketed complex financing and leasing solutions to GTE affiliates and their customers. Designed and marketed complex financing and leasing solutions to GTE affiliates and their customers.

    • Audit Manager
      • Dec 1986 - May 1993

      Progressed from staff auditor to audit manager over a 4 1/2 year period. In addition, provided consulting services to the healthcare, construction, hospitality and legal industries. Progressed from staff auditor to audit manager over a 4 1/2 year period. In addition, provided consulting services to the healthcare, construction, hospitality and legal industries.

Education

  • University of South Florida
    B.A., Accounting and Economics
    1982 - 1987
  • Gulf High School, FL
    Standard H.S. Diploma
    1979 - 1982
  • University of South Florida
    Bachelor's degree, Accounting and Business/Management
    1982 - 1987

Community

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