James Brennan

Critic
DISC Type : C

Managing Partner, Upstate New York at Deloitte

Rochester, New York, United States

Overview

James Brennan is the Managing Partner for Deloitte in Upstate New York, leading over 180 professionals across Buffalo and Rochester. With over 30 years of experience, he provides audit, tax, and advisory services to top regional businesses and is a Certified Public Accountant.

James is actively involved in shaping future business leaders within his community. He serves on the Deans Advisory Council for the School of Business at his alma mater, St. John Fisher University, contributing to the development of the regions talent pipeline.

He is a past recipient of the Rochester Business Journals "40 Under 40" award and was named Accounting Alumnus of the Year by St. John Fisher University.

Personality Overview

Objective Thinker

Critic

Information Seeker

They enjoy working alone and do not rely on others very often.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

M&A Strategy
Frequently shares insights on navigating M&A markets, managing risk, and harmonizing culture, showing a focus on business transformation through deals.
AI Implementation
Focuses on moving beyond AI experimentation to scaling the technology for real business impact, as highlighted in his posts on 2026 tech trends.
Financial Storytelling
Shows interest in how finance leaders can translate complex data into compelling narratives that drive decisive action within an organization.

Media Appearances

Jim Brennan, Managing Partner – Audit & Assurance | Deloitte US. Featured in Deloitte

See Now

Work History

6-2017
Managing Partner, Upstate New York at Deloitte
8-2014 - 8-2022
Office Audit Leader for Upstate NY at Deloitte
9-2003
Partner at Deloitte
10-1994 - 9-2003
Staff/Senior - Senior Manager at Deloitte
6-1992 - 10-1994
Staff Accountant at Walker, McGrath & Thaney

Education

1989 - 1991
Bachelor of Science from St. John Fisher University
1988 - 1989
Accounting from Villanova University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Rochester, New York, United States Job Level : N/A Designation : Managing Partner, Upstate New York at Deloitte
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready for penetrating questions and critical examination of your pitch
  • Tell them what ROI they can expect

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with 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?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can James take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And James

Personality Compatibility


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