The Confidence of Knowing™

Jim Ogan Outsourced CFO at Preferred CFO Services

Jim Ogan


Areas of Expertise

  • Financial Reporting
  • Strategic Planning
  • Product Costing
  • Treasury Management
  • Cash Flow Forecasting
  • Financing Planning & Analysis
  • Business Analytics
  • Risk Management
  • Project & Team Leadership
  • ERP & Process Automation

Education & Certifications

  • BS, Accounting, Arizona State University
  • Certified Public Accountant (CPA) – State of California
  • Certified Global Management Accountant – AICPA

Jim Ogan is a versatile finance and accounting professional with lengthy experience in financial leadership. He has significant expertise in strategy development as well as capital raises & transactions.


Business Analytics | Strategic Planning
Cash Flow Forecasting | Financial Reporting
Risk Management | Process Automation

About Jim Ogan

Jim Ogan possesses exceptional analytical and leadership skills. He is especially talented in infrastructure optimization, helping to develop processes, systems, people, and policies to support fiscally sound growth optimizations. Jim has the ability to manage multiple projects and daily demands with expertise spanning all components of financial leadership, including planning, policy making, internal controls, system conversions, audits, taxation, and more.

Jim is a competent and respected team leader, proficient in developing strong finance and administrative personnel. He has served as a primary financial adviser to the owners and administrators of various organizations, and recruited and managed multiple finance teams.

In his professional career, Jim has helped companies with strategy and planning, financial and tax preparation, bank financing, operating results, cash flow forecasting, cost structure and containment, capital investment, corporate valuation, and professional negotiations.