James Tague

About James Tague

Business leader with experience in the not-for-profit, financial services, and public accounting industries. Strong, all round business acumen with proven ability collaborating with executive management & board members; evaluating business strategies; driving financial operations; analyzing business trends; assessing risks and implementing controls; leveraging technology; managing vendor relationships; M&A due diligence and post transaction integration; and mentoring staff.Functional expertise includes:• GAAP reporting• IRS Forms 990 & 990T• Project Management• Budgeting & Forecasting• Debt & Liquidity Management• Risk Management• Endowments & Investments• Retirement Plan Administration• Grant Reporting• Contract Negotiation

Experience

1. Engagement Director - Caas Division

   CLA (CliftonLarsonAllen)

   Jul 2024 — Present · Boston, MA, US

   CLA has experienced CPAs and consultants who deliver custom project management, consulting and accounting solutions for clients ranging from non-profits to to Fortune 100 companies. Serving public companies, private businesses or mission-based organizations, CLA deftly fulfills clients\' needs, whether they are interim, part-time or project based. Count on our experienced consultants to help you with large-scale projects, workflow demands, or a vital interim role. We will free your hands so you can get back to the business of doing business.CLA is a professional services firm with five integrated lines: assurance, tax, digital, wealth advisory, and outsourcing. Our Client Accounting & Advisory Services (\"CAAS\") is within outsourcing.As an Engagement Director, I build relationships with clients, organizational executives, and others to help solve their accounting, finance, and internal control issues. My role allows me to focus on strategic initiatives and problem-solving activities with clients to deliver exceptional value, whether in a project-based or interim role. I become part of the client\'s team for as little or long as needed and assist with turning chaos into a manageable workload.

Education

• Iona University

  Bachelor of Science - BS, Accounting

• Columbia University - Center for Environmental Research and Conservation

  Certificate in Conservation Biology and Environmental Economics

Skills

• Nonprofits
• Budgeting
• Leadership
• Mergers & Acquisitions
• Management
• Mergers
• General Ledger
• Risk Management
• Budgets
• Finance
• Nonprofit Organizations
• Forecasting
• Managerial Finance
• Staff Development
• Us Gaap
• Non-Profits
• Equities
• Strategic Planning
• Financial Reporting
• Financial Analysis
• Due Diligence
• Cash Management
• Hedge Funds
• Irs
• Internal Controls
• Analysis
• Accounting
• Financial Modeling