James M.

About James M.

I work with business leaders to unlock financial value that often sits hidden inside day-to-day operations. At First Gen Financial, I focus on identifying corporate tax efficiencies and structural savings that improve cash flow and increase EBITDA without upfront cost to the business.In practice, this means evaluating financial structures and cost drivers across the business, including analyzing payroll and benefits structures, modeling tax outcomes, and translating complex financial mechanics into clear, actionable decisions for executives. I work closely with leadership teams and our advisory partners to ensure every recommendation is compliant, defensible, and economically meaningful.The work I enjoy most is seeing immediate, durable impact: lower ongoing expenses, improved predictability, and freed-up capital that can be retained as profit or redeployed strategically. Often, a short conversation is enough to surface meaningful opportunities, and I’m always open to exploring what that could look like for a business.

Experience

1. Account Executive & Senior Business Development

   First Gen Financial

   Jan 2026 — Present · New York, NY, US

Education

• Suffolk University

  Bachelor of Arts (B.A.), English

  2013

• Yale University

  Finance

  2021