James Dodd
Albany, New York Metropolitan Area,United States
Find James Dodd's Email
Find James Dodd’s PhoneJames Dodd's Overview
James Dodd is a highly accomplished Certified Public Accountant (CPA) with over a decade of progressive experience in public accounting and corporate finance. He specializes in providing comprehensive financial reporting, strategic tax planning, audit and assurance services, and insightful financial advisory to a diverse portfolio of clients, ranging from rapidly growing startups to established mid-market enterprises. James is recognized for his meticulous attention to detail, strong analytical and problem-solving skills, and his ability to translate complex financial data into actionable business intelligence. He is deeply committed to upholding the highest standards of integrity and professionalism, helping clients navigate evolving regulatory landscapes, optimize financial performance, and achieve their strategic objectives.
Professional Summary
James Dodd's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Certified Public Accountant (CPA) Designation
Successfully passed all sections of the Uniform CPA Examination and met the rigorous experience and education requirements set forth by the AICPA and the Illinois Board of Examiners, demonstrating a high level of competency in accounting principles, auditing, tax, and business law.
Lead on Major Client Acquisition Audit
Spearheaded the due diligence and financial audit for a key client's multi-million dollar acquisition, identifying critical financial risks and opportunities that significantly influenced negotiation terms and post-acquisition integration strategy.
Development of Internal Control Frameworks
Designed and implemented robust internal control systems for several clients, leading to improved operational efficiency, enhanced financial reporting accuracy, and strengthened compliance with Sarbanes-Oxley (SOX) requirements where applicable.
Consistent High Performer & Mentor
Consistently recognized for exceeding performance expectations and has taken an active role in mentoring junior accountants, contributing to team development and knowledge sharing within his firm.
Successful IRS Audit Representation
Effectively represented multiple clients during complex IRS and state tax audits, achieving favorable outcomes and minimizing potential liabilities through thorough preparation and expert negotiation.
Educational Background
Master's degree, Accounting
University at Albany, SUNY - Year 2010
Bachelor's degree, Economics
SUNY Oneonta - Year 2003
Buying Intent Signals for James Dodd
Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Company Overview
Ballston Spa National BankBallston Spa National Bank (BSNB) is a community-based financial institution providing a wide range of personal and business banking services. With a history spanning over 180 years, BSNB is committed to serving the financial needs of individuals, families, and businesses in Saratoga County and surrounding communities. They offer checking and savings accounts, mortgage and consumer loans, business lending, as well as wealth management and trust services, emphasizing personalized customer service and local decision-making.
Highperformr's free tools for company research
Find contact info
Get verified emails, phone numbers, and LinkedIn profile details
Find similar contacts
Discover contacts with similar roles, seniority, or companies
Perform deep contact research
Uncover insights like skills, work history, social links, and more
Discover, research and enrich contacts with Highperformr — Smarter, Faster
Explore contacts in-depth — from verified emails and phone numbers to LinkedIn activity, job changes, and more — all in one powerful view.
Highperformr AI helps you surface the right people and enrich your CRM with live, accurate contact insights so your teams can connect faster and close smarter.
- Track signals like job change, promotion, and LinkedIn activity
- Enrich contacts with verified email, phone, and social data instantly
- Automate enrichment and updates with powerful workflows
- Sync enriched contact info directly into your CRM and tools
Thousands of contacts — including decision-makers, influencers, and ICP matches — are just a search away.
Thousands of companies, including, are just a search away.