Jim Allen

INDUSTRY SECTORS

  • Upstream
  • Midstream
  • Downstream
  • Oilfield Services
  • Mining
  • Manufacturing

PRINCIPAL AREAS OF PRACTICE

  • Complex Accounting Research and Documentation
  • SEC Reporting
  • Internal Controls
  • Financial Due Diligence
  • Capital Markets Transactions
  • Financial Planning and Analysis
  • Mergers and Acquisitions

PROFESSIONAL EXPERIENCE

Jim is a Managing Director with Opportune’s Complex Financial Reporting practice in Denver. As a finance and accounting professional with experience as CFO and Treasurer, he has led financial strategies and operations of a publicly traded, multinational company. He has proven technical accounting and financial reporting expertise demonstrated as an Audit Partner in a Big Four accounting firm. He has served as a trusted executive and advisor for privately-held and publicly traded companies.

Jim has a Bachelor of Science degree in Business Administration – Accounting from Colorado State University and is a Certified Public Accountant in the state of Colorado.

REPRESENTATIVE PROJECTS

  • Advised companies on new accounting standards, technical accounting matters and the design and implementation of internal controls.
  • Provided counsel to SEC registrants regarding registration statements, periodic reports and Sarbanes-Oxley Act compliance.
  • Led the pre-clearance of reporting matters with the SEC and the resolution of SEC comment letters.
  • Evaluated alternative capital structures and performed financial modeling.
  • Directed and participated in the financial due diligence for strategic investments and acquisitions.
  • Contributed to the successful execution of an initial public offering and numerous other financing transactions.
  • Built and guided a team to effectively manage all aspects of the accounting and finance functions of a publicly traded multinational corporation.
  • Partnered with business unit leaders and other executive management on strategic and financial planning matters.
  • Served as interim head of Internal Audit.
  • Participated in the administration of a complex financial restructuring.