Director, FP&A

James Sotoudehnia
James Sotoudehnia portrait

Get to know our team

James serves as the Director of FP&A and his role primarily consists of supporting a set of clients with responsibility for managing their financial planning activities and processes, to help them make informed decisions.

Over the last twenty-five years, James has been a finance professional for blue chip companies, as well as a privately held multinational healthcare enterprise, a decentralized franchise operator, and private equity backed businesses. He prides himself in being able to adapt in dynamic environments.

“I am enthusiastic and dedicated to collaborating with our clients to ensure we are viewed as a trusted partner as we help them achieve long-term success,” says James.

Prior to Consero, James was the Head of FP&A of the PE-backed tech company Edgile, Director of FP&A at Sports Clips, and the Senior Manager of FP&A at healthcare company BPL Plasma. Prior to that, he worked as Senior Manager of FP&A at Hewlett Packard and began his career with Dell.

Jim earned a BS in Electrical Engineering and an MBA in Finance, both from McMaster University in Hamilton, Canada. He loves traveling with his wife and learning about new cultures and foods, playing tennis and watching his favorite football team, the Buffalo Bills.

I am enthusiastic and dedicated to collaborating with our clients to ensure we are viewed as a trusted partner as we help them achieve long-term success."

Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation
  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons