Providing CFO services and Business Transition Services in California
James E. Bateman
Sacramento, CA CFO
34 Years of Experience
University of California, Berkeley BA Economics
University of California, Berkeley MBA
Certificates & Licenses:
CPA State of California (inactive)
Sacramento Professional Advisors Network
Financial Executives International
World Trade Council of Northern California
Financial Executive Networking Group
Pacific Coast Sailing Foundation
Contact Jim Bateman and receive a free Discovery Analysis™
- A confidential meeting with the business owner(s), then interview company staff.
- Look at the company’s financial information and computer systems.
- Benchmark financial information against industry averages.
- Create a confidential report of our findings in The Strategy Gameplan™
Jim has over 25 years experience in financial and operations management covering a broad spectrum of industries and ownership structures in both international and domestic markets. Focusing on the fundamentals of aggressive cash management, sound management information and customer service, Jim has a proven track record of helping companies define and achieve their goals. From developing best practices in credit and collection to structuring and negotiating contracts, bank lines, leases and contracts Jim works with management, customers, vendors, partners and professionals to ensure that the company's sales and operations are well supported and its assets are protected. Jim has led operations, finance and administrative functions. He is a business minded, hands-on CFO with a collaborative leadership approach that effectively bridges the gap between the board room and field operations. Growing existing operations, developing budgets, strategic planning, integrating acquisitions, improving systems, implementing key metrics reporting systems and determining the efficacy of internal controls are areas where his cross-functional experience has accelerated progress and built value.