Matt James

Executive Vice President, Chief Financial Officer & Chief Acquisition Officer

Professional Overview
Matt James is an accomplished finance executive with extensive experience in the insurance and financial services industries. As the Executive Vice President, Chief Financial Officer, and Chief Acquisition Officer at Oakbridge Insurance, he oversees the company's financial strategy, operations, and M&A activities, driving sustainable growth and profitability.

Experience Summary

Current Role
In his current role at Oakbridge Insurance, Matt is responsible for managing the company's financial functions, including budgeting, forecasting, and risk management. He also leads the firm's acquisition strategy, identifying and integrating strategic targets to expand Oakbridge's market presence and service offerings. Under Matt's financial leadership, Oakbridge has achieved remarkable revenue growth and operational efficiencies, positioning the company as a leading player in the insurance industry.

Career Progression
Prior to joining Oakbridge, Matt founded and served as the Principal of Elusive Alpha, a boutique financial advisory firm specializing in investment strategy and portfolio optimization. He also held senior finance roles at Prime Risk Partners, where he played a crucial role in the company's finance and acquisitions functions. Earlier in his career, Matt served as a Board Observer at FDS Avionics Corp., gaining valuable experience in corporate governance and strategic decision-making.

Academic Background
Matt holds a Bachelor of Science degree in Finance from the University of Tennessee, where he graduated with honors. His educational background, combined with his extensive industry experience, has equipped him with a robust understanding of financial management, strategic planning, and risk mitigation.

Areas of Expertise

• Financial strategy and operations

• Mergers and acquisitions

• Risk management and compliance

• Budgeting and forecasting

• Investor relations and capital markets

• Strategic planning and business development

Professional Impact
Throughout his career, Matt has demonstrated a consistent track record of driving financial performance and operational excellence. Under his leadership, Oakbridge Insurance has achieved a 25% year-over-year revenue growth and improved its EBITDA margin by 300 basis points. Matt's strategic vision and execution capabilities have been integral to Oakbridge's successful acquisitions, which have expanded the company's geographical reach and service offerings.

Conclusion
With his exceptional financial acumen, strategic mindset, and proven leadership skills, Matt James is poised to continue guiding Oakbridge Insurance's growth and solidifying its position as a premier provider of insurance solutions. His commitment to operational excellence and value creation makes him a valuable asset to the organization and a respected leader in the industry.