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My full assessment

Set up and Planning

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Market Research

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Finances

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Sales

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James Crawley Mentor

Location New York City, NY, United States of America
Mentor Industry Financial/Insurance Services
Languages spoken
  • English
Recent Activity

How I can help

My professional background

While studying accounting in college, I was very involved with a number start-ups and small businesses as both an employee and owner. I founded my own web design company with a specific goal of helping small business. When I graduated, I decided to do something very different however and went to work on Wall Street. After working for two years as an investment banker at Goldman Sachs, I recently left to work at a private equity fund where my main responsibility is to analyze financial trends of businesses. On the side for several years now, I've been helping my grandfather on the finance and accounting side of his small business.


How to work with me

What I can offer

My area of relative expertise is financial analysis - dissecting data to understand trends. As an example, I analyzed the cost accounting methodology for my grandfather and helped him to realize he wasn't attributing enough costs to a certain product and was therefore pricing the product too low. I have experience in financial business planning, budgeting and managing cash flow.

I also really enjoy discussing higher level business strategy and analyzing market opportunities with entrepreneurs looking to launch or pivot from an existing business plan. I have experience performing market research to understand the larger market.