James Watkins

Business and finance professional with 10+ years of applied experience in accounting, financial analysis, business operations, stakeholder engagement, and process improvement across nonprofit and for-profit settings. Leverages practice-based expertise in risk assessment, forecasting, and data informed decision making to support project-based work and guiding teams to strengthen financial, operational, and managerial performance. Experienced in training creation and facilitation, presentations, data visualization, and technical guidance for business owners, students, and cross-functional teams.

Committed to building operational processes to establish and maintain an inclusive and high performing work environment.

Business Development - Clinical Trials Network

(2026-03)

• Identify and evaluate prospective physician partners through market research, outreach campaigns, and relationship-building activities.
• Conduct meetings with physicians and practice administrators to assess needs and communicate partnership value.
• Develop and monitor business development metrics and lead reporting, using data to support decision-making, marketing, and interdepartmental coordination.
• Strengthen workflows across departments, reinforcing accountability, responsiveness, and organized follow-through.

Director of Business Analysis - Wellness Grove

(2025-12 - 2026-01)

• Led cross-functional business initiatives focused on workflow improvement, operational efficiency, KPI development, and organizational scaling.
• Conducted market and competitive analysis to support strategic planning, business development, and change initiatives.
• Designed and launched a collections function, including process documentation, call flows, email templates, billing statements, and application creation.
• Applied scenario analysis and capacity planning to support growth readiness and merger-related planning.

Staff Accountant - CHN Housing Partners

(2023-09 - 2025-12)

• Prepared financial statements and month-end reports and reconciled accounts receivable and accounts payable.
• Reviewed financial documentation for inconsistencies and supported audit readiness through accurate research and documentation.
• Contributed to process improvement and transition planning for accounting software and document retrieval systems.
• Supported bookkeeping and core accounting operations in a mission-driven organizational setting

Community Development Officer - Development Finance Authority

(2021-02 - 2023-08)

• Provided technical assistance to small businesses in financial statement review, business model development, and business plan preparation.
• Analyzed financial statements and budgets and translated findings into actionable feedback for business owners.
• Prepared financial presentations and trend-based discussions for business owners and community stakeholders.
• Supported entrepreneurship and business development through applied finance and advisory work.

Escalations Specialist - Signet Jewelers

(2016-04 - 2021-01)

• Designed and implemented a refund process to address system errors and improve consistency in financial transactions.
• Created training materials and helped implement a department training process for team members and partners.
• Resolved high-impact financial and systems issues affecting customers and store operations.
• Collaborated with internal stakeholders to improve procedures during a merger-related transition.

Doctor of Business Administration - Organizational Leadership - South College (2024-06 - 2027-06)

Master of Business Administration - Western Governors University (2021-10 - 2023-05)