Jim Dietz

As an SMB owner, having a strategic Chief Financial Officer (CFO) can be transformative for your business. I can help you maximize cash flow and profits, plan and finance your growth, and connect you with essential resources. With my extensive background and expertise, I enable you, as the founder or CEO, to focus on what you do best—building your company's success. Let's work together to unlock your business's full potential.

Some of the areas where my clients find my help most beneficial include:

  • Strategic planning and management
  • Budgeting, forecasting and projection preparation
  • Profit/cash flow improvement initiatives
  • Debt and equity sourcing and investor/lender communication
  • Evaluating and pursuing new business opportunities
  • Mergers and acquisitions – preparation and due diligence assistance
  • Accounting – theory and application, SEC reporting

I am a strategic financial executive with 30 years of experience in accounting, financial, and operational leadership across various industries. Throughout my career, I have predominantly served as a CFO, beginning my journey in public accounting as an auditor. I remain an active certified public accountant (CPA).

My approach starts with listening to and understanding my clients’ goals. I then help them prioritize and develop plans to achieve those goals, leading them to their definition of success.

Success for my clients can mean different things. It might involve overcoming obstacles like the loss of key customers or returning to past profitability. Often, establishing sufficient liquidity and capital is a pressing concern. In some cases, entrepreneurs or management teams need a fresh perspective to guide their growth or implement significant decisions. Additionally, personal aspects may include restoring the ability to pay distributions to owners or preparing for a successful exit.

Ultimately, it’s about understanding not just what objectives are targeted, but why. I pursue these goals with financial expertise and relentless determination, ensuring my clients achieve their vision of success.

Some examples of significant initiatives that I have led, and their resulting benefits to my clients and employers, include:
  • Sourcing and closing mortgage and asset-based loans to fund new projects or to replace bank facilities that were no longer in covenant compliance due to adverse industry conditions
  • As interim CFO, improving the operations of a mid-sized managed care organization, running sale processes for that company due to governmental-imposed losses, and working with a strategic buyer to close sale and accomplish a crucial gain for its sponsor
  • Assisting in turnaround planning and execution for a family business in recovery from losses arising from industry events, achieving a break-even within 18 months
  • Leading a successful $150 million NYSE IPO of a nationally prominent homebuilder and developer, followed by secondary share offerings that accomplished profitable exits for venture capital investors. I also raised $3 billion of public and private debt for this public homebuilder
  • Designing and implementing a finance and accounting function for a health plan that previously outsourced its administrative functions
  • Working with leadership of specialty finance/leasing company to optimize net returns and improve and expand product offerings

Since 2015, my focus has been on providing fractional CFO services to private companies in industries including manufacturing, distribution, real estate, construction, fintech and web application development.

I started my career in the accounting and audit division of Arthur Andersen & Co. I am a graduate of the University of South Florida in Tampa.

Previously, I held executive financial positions at mid-to-large companies including:

  • EVP and CFO of public health insurance managing general underwriter and virtual TPA
  • CFO of commercial real estate developer and investor
  • VP and CFO of public early-stage technology development company (bio-mass to fuel producer)
  • EVP and CFO of WCI Communities, a public community developer and home and high-rise condominium builder
  • VP and Controller, CFO of private builder/developer
  • Business Development Lead at equipment leasing and financing company


Jim and I worked together for more than a year at a St. Petersburg-based manufacturer. As part of the Executive and Strategy Team, we reported to the CEO and Board of Directors. During our tenure there, Jim exemplified superior professional competence in all areas of his assigned duties and other roles he stepped up as our business challenges developed. I consider him as a truly ‘proactive’ CFO. His financial forecasting abilities together with keen issue-spotting and correct analyses enabled our company to avert many potential impediments to our company transition which was accomplished efficiently and effectively. Jim was highly regarded by our private equity company, 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.

– Chris Marto, Chief Compliance Officer, World Product Solutions

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, Chairman – Integral Health Plan

Jim is a forward-thinking financial expert. He was an instrumental team member during the rapid growth a small Florida homebuilding company into a major national player in the country. Jim's leadership and integrity make him a great asset to any company, group or team and I would not hesitate to be a part of his team again and/or recommend him to anyone. I worked with Jim for almost 10 years

– Marco Ruiz, COO – US Capital Holdings

Jim is a highly-talented professional who is a strong leader and manager. His strengths transcend several different functional areas. As one might expect from a CFO, his analytical abilities are exceptional but what really sets Jim apart are his critical thinking skills and his communication skills. In addition to leading the accounting, IT and investor relation functions, Jim played a crucial role in the company’s strategy and planning, and in communicating the company’s historical results and future plans to myriad audiences. The workload and responsibility Jim took on himself daily earned the respect of everyone who worked for him. Yet Jim knew how to empower and motivate his direct reports to take on responsibility for their own departments. I have worked with very few people that have demonstrated the skill, dedication, and honesty that Jim brought with him every day to his job.

– Steve Zenker, Director of Investor Relations – WCI Communities

Jim has impressed me over the years as a CFO who can be both detailed and strategic. He also has excellent interpersonal skills and is someone with whom I have preferred to work. He is smart, analytical, and thoughtful when presented with ideas. He is very driven and has great presentation skills. The knowledge he has gained while at WCI would be valuable to any publicly-held company that is dealing with complicated capital transactions.

– Phil Fretwell – Managing Partner, Protiviti