James Baumgardner, CPA

Critic
DISC Type : C

CFO at The Baumgardner Group

Greater Philadelphia, United States

Overview

James is the Chief Financial Officer at The Baumgardner Group, a family business. As a Certified Public Accountant with a B. B. A. from James Madison University, his career began at Deloitte where he advanced from intern to Tax Senior before joining his current company.

Outside of his financial role, James is passionate about philanthropy related to his education. He actively supports his network by promoting friends entrepreneurial ventures and has shared his familys business history as a podcast guest.

He co-founded a scholarship fund to help low-income students attend his high school alma mater, St. Augustine Prep.

Personality Overview

ROI Driven

Critic

Negotiator

They prefer to do logical analysis and value evidence over emotions.  They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Family Business
He is the CFO of his family's business and has appeared on podcasts to discuss its history and operations.
Alumni Philanthropy
Co-founded a scholarship for his high school, St. Augustine Prep, to help send low-income boys to the school.
Supporting Entrepreneurs
Uses his personal platform to promote and endorse new products created by friends and members of his network.

Media Appearances

James has no verified media appearances

Work History

1-2021
CFO at The Baumgardner Group
1-2020 - 1-2021
Controller at Guthrie Glass & Mirror
7-2018 - 1-2020
Tax Senior at Deloitte
1-2017 - 6-2018
Tax Consultant at Deloitte
6-2016 - 8-2016
Intern at Deloitte

Education

2012 - 2016
Bachelor of Business Administration (B.B.A.) from James Madison University
2012 - 2016
Bachelor of Business Administration (B.B.A.) from James Madison University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Greater Philadelphia, United States Job Level : Leadership Designation : CFO at The Baumgardner Group
URL has been copied!

Insights For Selling To James

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from James

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will James move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can James take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And James

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.