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Jim Dietz


Jim Dietz

Emerging and mid-market companies can find themselves in a quarterly struggle to meet their financial challenges and achieve their investment and market share goals.

My work with clients to meet these challenges focuses on helping them with:

  • Financial Management – KPI's, Operational Monitoring & Support
  • Private & Public Accounting Operations & Reporting
  • Capital Markets Transaction Preparation & Execution
  • Strategic Planning & Implementation
  • Profit Improvement Initiatives & Operational Oversight
  • Investor Relations & Communications
  • Treasury Management, IT & Legal Department Oversight

I have over 25 years of financial leadership experience for Fortune 1000 public companies, private operating companies, and early stage enterprises across a range of industries, including real estate development, construction and operations; health insurance; technology development and manufacturing; and financial services. I have led or personally delivered the following:

  • A successful $150 million IPO of a nationally recognized home builder and developer followed by secondary share offerings that accomplished profitable exits for venture capital investors
  • Design and implementation of an independent finance and accounting function for Florida not-for-profit Medicaid plan that previously outsourced administrative functions
  • Raising $3 billion of public and private debt and equity for leading home builder and developer
  • SEC compliance and reporting -- including restatement of past public financial statements and filing of a Form S-1 registration statement for a planned IPO of a biotechnology company
  • The accounting, financial, investor relations, corporate and business development initiatives of a newly-public health insurer; improving financial planning and analysis, resolving control weaknesses and driving growth through corporate acquisitions
  • The selling process for a not-for-profit health plan -- selecting a Fortune 500 buyer and closing the deal -- resulting in a very favorable realization of value

My financial and operational experience is broad and I enjoy helping management evaluate their business' strategic position and improving their business positioning to attain sustainable growth in earnings and cash flows. My expertise includes:

  • Accounting systems and policies, including monthly closing time reduction
  • Conversion to GAAP compliant financial reporting (from cash or tax methods)
  • Design and implementation of internal controls that fit the company size
  • Profit enhancement and process improvement studies
  • Debt and equity sourcing, proactive investor relations
  • Development of budgets, forecasts and "what if" projections
  • Business or strategic planning and help with plan implementation
  • M&A support including due diligence and exit planning and preparations

I joined the Florida CFO Group in 2017 with over 25 years of experience in management and financial leadership as a CFO, CEO, strategic consultant, and controller. I earned a bachelor of arts degree in accounting and economics from the University of South Florida, as well as extensive course work at USF’s Graduate School of Accountancy and Harvard University’s Executive Program on Negotiation.

Professional experience: Mergers & Acquisitions, Strategic Planning, Start-Ups, Financial Leadership, Real Estate, Venture Capital, Financial Modeling, Managerial Finance, Financial Analysis, Profit Maximization, Contract Negotiation, Biotechnology, Nanotechnology, Due Diligence, Initial Public Offerings, Investor Relations, SEC filings, and Financial Accounting.

Contact Jim

For an Initial Consultation:

Phone:
239-272-9747

Email:
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Linked-In Page

Testimonial

"Jim was diligent, insightful and supportive throughout a process that after several months led to a decision to seek a buyer for the Company. Jim played a 'quarterback' role in the sale process, including building the virtual data room, working closely with the bidders and the ultimate buyer, while providing information to transaction counsel and the Company Board in order to complete the transaction."
Jerry Starkey
CEO, RE Partners International, LLC