365 Finance Architect

Let’s Succeed Together



Consulting with Purpose

Projects can be challenging; I’m here to lighten the load off your shoulders. I’m an honest and positive professional whose first priority is always the interests of my clients; providing capability, adaptability, and scalability. Since 2000, I’ve been serving loyal clients in the San Francisco area - get in touch to start enjoying my services today.


My day job with RSM, US LLP

Business Applications Manager, Architect

Office Consultation

Financial Architecture

Dynamics 365 Finance and Operations

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Contract Paper Signing

Financial Consulting

Dynamics 365 Finance and Operations

Get in Touch


  • Wed, May 06
    Microsoft Business Applications Summit 2020
    May 06, 2020, 9:00 AM – 9:00 PM EDT
    Microsoft Business Applications Summit 2020
    May 6, 2020 | Digital event Get ready for our new digital event experience, with opportunities to hear from Microsoft executives, learn from experts, and connect with your community. Register today, at no cost to you! Register now https://register.mbas.microsoft.com/


What My Clients Have to Say

Jim was instrumental in the successful implementation of our ERP system. From the beginning of the project, he was genuinely interested in getting to know the company processes while constantly alluding to how the new system would manage them. He devoted significant time for a very smart design of how the financial structure would interact with the internal processes and workbenches to make it more easily manageable once the system was live.

Jim was an essential resource for problem solving before, during and after go live by owning the processes and being the link between the developers for the system modifications that we did. His intellectual curiosity and ability to find out new solutions made the process an enjoyable experience with our team. After working with Jim for more than a year, my confidence on his ownership and commitment was very reassuring during go live and the first closing in the new system. We benefited from his wide knowledge on the system but also from his experience as a Controller himself.

Enirique Oilvares
Finance VP, Roland Foods

Jim was a true consultant, offering technical solutions, implementation and training during Blackhawk's implementation of MS Dynamics.

Jim helped architect financial consolidations architecture, setup, and training for 7 major entities, comprising of more than 30 companies in 22 countries; including eliminations and currency translation.

Jim also successfully re-engineered financial, trade and logistics setup. He also developed BI360 reports, including the establishment of direct connections to the database from MS Office.

Jim thinks outside the box, develops innovative solutions and gets the job done...

Kristine Radhakrishnan
Contoller, Blackhawk Networks

James knowledge, quick learning style and innate ability to easily break down a complex process into easily understandable pieces, combined with patience in guiding users in their understanding of the all the pieces, ensured his success on each and every project.

Greg Kerns
Architect, Microsoft


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