Jim Fritz

About Jim Fritz

I am a senior finance executive with a highly successful track record of improving organizational performance in entrepreneurial, underperforming, and rapid growth environments across diverse sectors in private and public companies. I have led two successful IPOs. I have significant expertise in transforming cultures, developing smart business plans, and building high-performing teams. I am viewed as a trusted business partner and advisor who uses clear-eyed analysis and data to help partners meet financial and organizational targets while maximizing shareholder value. I can galvanize entire organizations around a mission from the board room to the ground floor. I have a strong proficiency in delivering financial & operating controls, revenue generation, and profitability. I possess the insight to transform complex data into enterprise-wide actionable strategies and operational goals. I orchestrate major change by aligning stakeholders behind the \"story within the data\"- whether leading an IPO, uncovering new efficiencies, or driving acquisition and integrations. I am a persuasive advocate of fiscal responsibility culture, balancing stakeholder needs with responsible risk management. I build and lead empowered teams with a focus on enabling business through collaboration, doing more with less, and delivering accurate forecasts. Known for simplifying processes, stopping ineffective practices, quickly resolving bottlenecks, reversing financial losses, and progressing executive teams outside their comfort zone to achieve outstanding results. My strengths are: Strategic & Adaptive Business Planning M & As and Divestitures Risk Analysis/Mitigation Sustainable Turnaround Strategy Board & Investor Relations Complex Negotiations & Influence Financial Planning & Analysis Restructurings Initial Public Offerings (IPOs) Capital Raising & Debt Financing Process Improvement & Optimization Financial Reporting/Controls Corporate Finance & Accounting Builds and Motivates Winning Teams

Experience

1. Senior Vice President

   Apex Bank

   Nov 2022 — Present

Education

• Indiana University Indianapolis

  B.S. , Finance

• Indiana University Kokomo

  MBA

  1992 — 1994

Skills

• Forecasting
• Start-Ups
• Mergers & Acquisitions
• Due Diligence
• Internal Controls
• Gaap
• Accounting
• Finance
• Entrepreneurship
• Strategic Financial Planning
• Management Consulting
• Financial Modeling
• Process Improvement
• Management
• Sarbanes-Oxley Act
• Strategy
• Auditing
• Financial Reporting
• Change Management
• Strategic Planning
• Financial Analysis
• Business Strategy
• Managerial Finance
• Project Management
• Financial Audits
• Banking
• Sec Filings