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James Schwartz has a breadth of experience in financial planning and analysis, with a focus on budgeting, reporting, and forecasting. James has worked in various industries, including executive search, pharmaceuticals, biotechnology, and asset management. James has played key roles in managing financial reporting, analyzing consultant performance, and driving financial data collection projects. James has also been responsible for financial planning and analytics in the development of drugs, providing costing solutions for clinical trial scenarios, and presenting reporting packages to executive management. James has expertise in FP&A software implementation and has successfully led due diligence processes, resulting in cost savings for organizations. Prior to their finance roles, James gained experience in assurance and advisory services at Ernst & Young.

James Schwartz's education history begins in 1998 when they enrolled at Bucknell University. James pursued a Bachelor of Science degree in Business Administration and History, completing their studies in 2002. In 2001, Schwartz had the opportunity to participate in a study abroad program at The University of Edinburgh, focusing on Social History.

After completing their undergraduate studies, Schwartz pursued a Master of Science in Accountancy at the University of Virginia, specifically in their McIntire School of Commerce. James completed this program in 2006, further expanding their knowledge and skills in the field of Accounting.