James J. Caruso
Partner – Financial Management Outsourcing / M&A Services
Jim Caruso is a partner overseeing Fesnak’s Financial Management Solutions and Mergers & Acquisitions practices. Jim has 20 years of diverse experience in financial management, M&A, operations, information technology, auditing and consulting. Since joining Fesnak and Associates LLP in 2005, he has led the delivery of outsourced financial management services to numerous organizations, while serving as Acting CFO to help several emerging growth companies get to the next level. Jim has also led financial due diligence for more than 40 acquisitions over the past few years.
His functional expertise includes financial and operational analysis, M&A, budgeting and forecasting, strategic planning, business process analysis and optimization, turnarounds and change management.
Prior to joining Fesnak and Associates LLP, Jim was EVP/CFO of a private equity-backed middle-market manufacturing company, where he was brought on to help facilitate a turnaround, reorganization and ultimate sale of the business. Jim has also worked for operating units of two Fortune 500 companies, as well as for Deloitte & Touche in two separate stints in both auditing and management consulting roles.
Jim has delivered presentations for the TMA, GPSEG, the Bankruptcy Committee of the Philadelphia Bar Association, BioStrategy Partners, Temple University MBA candidates, Early-Stage East, and Ben Franklin Technology Partners.
He serves on the Boards of the Philadelphia Chapter of the Turnaround Management Association (TMA) and of the Entrepreneurs Forum of Greater Philadelphia (EFGP). He is also a member of the American Institute of Certified Public Accountants (AICPA), the Greater Philadelphia Senior Executives Group (GPSEG) and the Italy-America Chamber of Commerce.
Education
Queens College of the City University of New York, Bachelor of Arts in Accounting
