Jeremy W. James
Chief Financial Officer Chief Accounting Officer @Mdb Capital Holdings Nasdaq Mdbh
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WORK HISTORY
Chief Financial Officer Chief Accounting Officer @Mdb Capital Holdings Nasdaq Mdbh
Dallas-Fort Worth, TX, US
Led financial strategy, capital markets activities, and operations for a pre-revenue company, successfully guiding its transition from private to publicly traded status. Directed all aspects of financial planning, reporting, and compliance to support long-term strategic objectives.• Spearheaded the successful IPO of MDB Capital Holdings, overseeing SEC filings (S-1 preparation, 10-K, 10-Q, and investor disclosures) and ensuring compliance with GAAP and Sarbanes-Oxley (SOX) regulations (September 2023). Subsequently led the IPO of a 60%-owned subsidiary, eXoZymes, in November 2024.• Developed and implemented quarterly and annual reporting procedures (10-Q & 10-K filings) to ensure transparency with investors and regulators post-IPO, coordinating with legal and corporate governance teams to maintain SEC compliance and investor relations standards.• Consolidated multiple subsidiaries operating on different accounting systems, standardizing the chart of accounts enterprise-wide and integrating all financial systems into NetSuite for improved efficiency and reporting accuracy.• Developed and delivered investor presentations, aligning the company’s narrative with market expectations and competitive positioning.• Recruited, developed, and retained high-performing finance professionals to scale the department for public company operation.• Maintained ongoing investor engagement through quarterly earnings calls, shareholder meetings, and investor conferences to foster long-term confidence.
EDUCATION
Azusa Pacific University
Bachelor of Science, Accounting
SKILLS
ABOUT JEREMY W. JAMES
Recognized as an experienced executive with more than fifteen years of proven success in consulting, accounting and auditing for an array of clients in the technology, consumer products, real estate, healthcare; hospitality and government industries. Results-driven. An expert in finance and accounting, with direct experience performing financial analysis and consulting; budget planning and forecasting; audits; reporting and financial statements; cost accounting and staff development.Ensures the effective execution of projects without compromising quality, timeliness or functionality. Adept at conducting executive-level functions such as business forecasting; strategic planning; expense and internal controls; change management; profit building and start-up operations.
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