Jim Bates
Director, CFO Advisory

Jim Bates is a director in CohnReznick’s CFO Advisory Practice. In his role, Jim focuses on leading enterprise-level shared services and finance operational transformation programs in order to enhance the customer experience and to meet enterprise-wide growth strategies and company financial goals. He has over 17 years of proven success designing and implementing roadmaps for change aimed at defining corporate operational structures, reducing overhead, and achieving customer satisfaction while obtaining strategic savings. Jim is an effective influencer and problem solver with deep experience developing teams and consensus building among executive stakeholders in large, heavily matrixed organizations within life sciences, health services, financial, and technical industries.

A lean six sigma blackbelt serving multiple industries, Jim developed roadmaps for corporate finance operations, FP&A, M&A, and enterprise transformations – conducting finance diagnostics and organization design from current to a desired future state, assisting with accounting close optimization and automation, post implementation 100-day planning and integration assistance, developing and implementing new policies and procedures, leading and managing change, and revitalizing talent. His deep industry experience includes managing large scale financial services operations and corporate finance for life sciences, enterprise risk management software, and human services organizations.  



  • Worcester University: Bachelor of Science, Industrial Psychology and Management

Areas of expertise



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