James A. Niles, MBA CPA
*** ***** ***** ******, ** 95603
Phone: 530-***-****
Email: **********@***.***
Leadership Profile
Executive Leadership, Business Development, Strategic Alliances,
Capital Formation, Mergers and Acquisitions, Operations, Real Estate
and Compliance expertise
A dynamic business executive with excellent academic
training (MBA, CPA) and hands on experience to successfully tackle
complex problems in a broad range of transactions and to achieve
positive results by pinpointing core issues, using good negotiation
and people skills, and implementing proactive effective and visionary
solutions. Outstanding expertise in building and driving accelerated
growth, and maximizing profitability in today's tough marketplace. A
leader in creating strategic alliances and partnerships to gain a
competitive edge, leverage infrastructure utilization, dramatically
increase shareholder value, and improve ROI. Adept at implementing
state-of-the-art technologies and building high performance teams. The
"go-to" executive with business savvy and intuitive knowledge that is
necessary when the job needs to be done right.
Professional Experience
J.A.N. Management Team, LLC
Auburn, CA
Partner
2008 to Present
Conduct new business development, complete acquisitions, structure
joint venture opportunities and create as well as obtain new
financing.
. Provide consulting CFO services to a multi-location Non-
Profit Air Ambulance Service generating in excess of $120
million in medical billings annually. Negotiated a seven
figure settlement to the benefit of client.
. Consult with businesses, developers, contractors, and real
estate entrepreneurs
. Review acquisition opportunities and structure joint
ventures and financing
. Review budgets and operations and implement plans for
improved efficiency and reduced costs
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Southfork & Company
El Dorado Hills, CA
VP, Operations
Director of Acquisitions
2006 to 2008 (Reduction in Force)
Spearheaded a more aggressive strategic direction for the
$300 million organization to focus upon operational management for
enhanced profitability with reduced costs. Recognized for sound fiscal
and operational management with exceptional negotiation ability.
Strong team-building, leadership, motivation and communication skills
coupled with insights into emerging opportunities, trends, issues and
challenges led to creating positive change.
. Develop, maintain and grow banking relations as well as
investor, T.I.C. and equity funding opportunities.
. Monitor and improve cash flow from operations. Implemented cash
flow procedures and staff reduction resulting in an annual
savings in excess of $900,000.
. Analyze mergers and acquisitions and recommend those that fit
the corporate criteria and vision for growth.
. Review and upgrade systems for technological advancement that
lead to cost savings, increased efficiency and improved
information for quality management decisions. Next generation
information system selected and transition planning established
for future national growth.
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J.A.N. Management Team, LLC
Auburn, CA
Partner
1997 to 2006
Conducted new business development, closing and signing new clients.
Services included: providing asset management services and section 42
compliance reviews for the Affordable Housing Industry; due diligence
on note pool acquisitions; workouts; structuring and negotiating
investments; reviewing and closing prospective land acquisitions; and
finding new financing.
. Acquired $8 million judgment on behalf of client resolving on
going litigation and removing the case from Federal Court
. Performed asset management reviews and site visits on
over 300 properties located in the United States on multi-
family and commercial properties.
. Saved $10 million in six months by negotiating two major
workouts for clients.
. Successfully negotiated acquisition of shopping center in New
England.
. Closed $1.5 million commercial real estate loan for industrial
warehouse within 120 days.
. Negotiated land acquisition with approved plans for a 78 unit
PUD on behalf of client at a reduced price of $360,000. Plans
were re-resubmitted and 6 lots were added which increased
value for resale.Client profit-$1 million.
. Consulted with production home builder to improve job
costing, production scheduling, and increased bottom line
profits.
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FDIC (Federal Deposit Insurance Corporation)
Franklin, MA
Senior Asset Manager
1992 to 1997
Managed in excess of $500 million book value portfolio of subsidiary
corporations, loans, real estate and other assets.
. Through the use of asset management, collection, workout and
negotiation strategies along with pro-active implementation
and sales techniques collected in excess of $27 million.
. Sold through a public offering the stock of a $300 million,
FNMA & FHLMC, Mortgage Loan and
Servicing Corporation within 7 months.
. Negotiated legal settlements that resulted in a benefit of
over $4 million.
. Successfully defended a $54 million lawsuit, lifted lis
pendens from four properties, and won countersuit and
judgment for $21 million.
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James A. Niles, CPA
Concord, CA
Principal
1987 to 1991
Provided business, real estate consulting and tax services to
Contractors, Developers, Home Builders, Broker Dealers, Small to
Medium Size Business's, Manufacturers and High Net Worth Individuals.
. Interim CFO/COO for Empire Realty, a $100 million private
placement broker dealer company, retained new controller,
improved cash flow monitoring and negotiated commercial lease
with the State of Oregon resolving a rent dispute and
collection of $50,000 in back rents.
. Restructured $100 Million in loans for large builder
developer and improved cash flow by $300,000/year.
. Revised inventory control and distribution procedures along
with credit and collection policies for Manufacturer
improving bottom line profits and producing $100,000 positive
cash flow within five months.
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Employment prior to 1987
. Realm Corporation-CFO/COO with a $100 million real estate
syndication group, owner, developer, and operator of hotels,
subdivisions, retail centers and office buildings. Exercised
joint venture termination upon review of ownership agreement
and completion of financial analysis which resulted in a payoff
to equity holders of $803,000 after a one year hold. T.I.C.
interests in partnerships with $15 million in land loans,
recorded and maintained through in house escrow officer.
. Consolidated Funding Corporation-Controller,then Treasurer,then
CFO with a $75 million real estate private placement & broker
dealer company that developed owned and operated in excess of
5000 garden style apartment units and several office buildings
in the Pacific Northwest & California. Created CFC Management
to manage our portfolio and provide third party management.
. Price Waterhouse & Co.-Senior Served in Audit/Tax/Management
Services clients included Home Builders and Residential and
Commercial real estate joint ventures. Other large clients
included Banks, Televisions Stations, Print & Billboard,
Distribution, Manufacturing, Retail Stores and Credit Card
services (American Express).
Education/Professional Development
. Post Graduate, MBA, Arizona State University, Tempe, AZ
. BS/Accounting, Boston College
. CPA CPE/ 40 hours per year
. California Real Estate License
. Series 7 Securities License
. Private Pilots License
Honors, Awards, Special Recognition
. Graduated Magna Cum Laude, Boston College
. Member Beta Gamma Sigma National Business Honors Fraternity,
(Top 10% of graduates)
. Town of Foxboro Advisory Board Member
. Town of Foxboro Economic Development Commission Member
Associations, Designations, Memberships
. AICPA
. Affiliate Member/National Council for State Housing Agencies
. Member of National Assoc. of Industrial & Office Properties