James Storch, CFA

Experience

• 

  Morningside

  Apr 2012 - Nov 2014

  Senior Associate, Finance & Accounting
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  Locus Analytics

  Nov 2014 - Jun 2016

  Analyst

  Analyzed and researched public companies. Used investor presentations, annual reports, and SEC filings to map business models, detail exposure to various risks, and catalogue the “functional” aspects of a company’s location in the broader economy.Researched and contributed to a presentation on the history and evolution of ESG investing through index funds for a new financial product the company was interested in developing.Researched and internally published a handbook to understand the electric power generation and distribution industry. Show less

• 

  Morningside

  Jun 2016 - Jun 2022

  Key highlights from my tenure as the head of FP&A at Morningside Translations, a PE-backed translations and intellectual property services firm, include the below:Created and maintained 5-year financial model with detailed sales, COGS, and SG&A build, multiple debt tiers, and scenario flexibility.Performed ad hoc Excel modeling and custom analysis for C-suite and key decision makers across the company. Analysis included ongoing monitoring of the impact of changes in assumptions and sensitivity to key drivers.Provided financials and designed various analysis for board package reporting, executive and BOD PowerPoint presentations.Developed Excel models and reporting solutions to track and understand KPI’s across the business. Worked and collaborated closely with internal partners to ensure reporting requirements were met.Key point person during due diligence leading up to the acquisition of the company by a search fund. Organized and provided key business insights, financials, etc. during diligence. Show less

  • Senior Director of Finance - Financial Planning and Analysis (FP&A)

    Jul 2020 - Jun 2022

  • Director of Finance - Financial Planning and Analysis (FP&A)

    Jun 2016 - Jul 2020
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  Amazon

  Jun 2022 - now

  Finance Manager, AWS Go-To-Market Programs