James Williams Email & Phone Number
Co-Founder and Lead CFO @ Next Level Financial
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James Williams Location
- Suwanee, GA, US
James Williams Work
- Co-Founder and Lead CFO @ (December 2023 - Present)
- Co-Founder and Lead CFO @ (October 2018 - November 2023)
- Director of Finance and Asset Management @ (October 2019 - December 2023)
- Director of Finance @ (October 2014 - October 2019)
- Investment Officer - Private Equity @ (September 2011 - August 2014)
- Investment Officer - Real Estate @ (January 2009 - September 2011)
- Sr. Financial Analyst @ New Faze Development (August 2006 - January 2009)
- Senior Auditor @ (September 2002 - August 2006)
James Williams Education
- North Park University
Master's Degree
2014-2016 - San Francisco State University, Lam Family College of Business
Accounting
1996-2002
James Williams Skills
- Accounting
- Alternative Investments
- Asset Allocation
- Asset Management
- Budget Management
- Budget Monitoring
- Business Strategy
- Cash Flow Analysis
- Cash Flow Forecasting
- Cash Flow Management
- Cash Management
- Corporate Finance
- Due Diligence
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Forecasting
- Investment Strategies
- Investments
- Planning Budgeting & Forecasting
- Portfolio Management
- Private Equity
- Real Estate
- Salesforce.com
- Valuation
James Williams Summary
- James Williams, based in Suwanee, GA, US, is currently a Co-Founder and Lead CFO at Next Level Financial. James Williams brings experience from previous roles at Next Level Financial, University of Chicago, Chicago Neighborhood Initiatives and CalPERS. James Williams holds a 2014 - 2016 Master's Degree @ North Park University. With a robust skill set that includes Accounting, Alternative Investments, Asset Allocation, Asset Management, Budget Management and more. James Williams has 3 emails and 1 mobile phone numbers on RocketReach.
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