James Boos

Led finance for Private Client Select during AIG spinoff, helped secure a $15M revolver, implemented NetSuite on time and within budget, and established month-end close and treasury processes to maintain liquidity and control.

Led due diligence, financial modeling and transaction work that supported the spinoff of AIG's Private Client Group to private equity, built pro forma models and CAT reporting, and reduced catastrophe exposures materially.

Led FP&A and process automation at TriNet during a period of significant revenue growth, drove headcount reduction savings of $1M, transformed quota-setting for 500 sales reps, and improved forecast accuracy and investor guidance.

Managed a $200M divestiture, revised reinsurance structures to reduce combined operating ratios into the mid-90s, drove portfolio rationalization adding $120M underwriting profit, and restructured finance with a high-performing analyst pool.

Served as Interim UK CFO, implemented policies generating $3M additional revenue and contributed to global finance transformation that supported a turnaround in the risk solutions division.

Led divisional finance and business partnering, increased customer retention by 5% through underwriting and servicing strategies, and delivered synergies and cost savings during restructuring.

Managed financial control functions and reporting for Talascend's UK operations, supporting operational finance and compliance during 2009–2010.

Completed a Bachelor of Commerce degree at the University of British Columbia, focusing on commerce-related studies.

Completed a Certificate in Accounting at the British Columbia Institute of Technology.