One dedicated point of contact who truly knows your business, proactively flagging issues before you think to ask and delivering monthly financials on time, every time. We don’t just wait for crisis to happen, we actively manage and engage in solutions tailored to your business’ specific needs.
Led by James A. Klein Jr., CPA
Jim Klein is a hands-on financial executive who has built companies from inception, taken them public, raised capital across multiple continents, and sat at the table with boards, investors, and regulators throughout.
Credentials
Certified Public Accountant, licensed in North Carolina
1998 Carolinas Council
Institute of Management Accountants Financial Executive of the Year
Executive Management Program
London Business School & Duke University Fuqua School of Business
Executive Management Program
UNC Kenan-Flagler Business School
Bachelor of Accountancy
University of Mississippi
Decades of Experience
Successful IPO executions
As co-founding CFO of Triangle Pharmaceuticals, Jim helped grow the company from startup to a NASDAQ-listed business with a market capitalization exceeding $500 million, executing a successful IPO within 18 months of incorporation, completing equity transactions generating $350 million in proceeds, and negotiating a $335 million strategic alliance with a multinational pharmaceutical company.
International experience
As CFO of Adherex Technologies, he led a successful IPO, managed financial reporting across both U.S. SEC and Canadian Securities Administrators frameworks, and relocated the company's headquarters from Canada to the United States. At Micell Technologies, he completed equity and debt transactions totaling more than $100 million and directed the design, construction, and operation of an ISO 7-classified clean room manufacturing facility.
A former CEO with a successful sale
Jim has also built a company himself. As founder, CEO, and CFO of DataScout Software, he developed a specialized clinical trial data platform used in international pharmaceutical studies and ultimately negotiated its successful sale.
A background rooted in leadership roles at large financial firms
Earlier in his career, Jim served as International Financial Controller for Wellcome plc (later Glaxo Wellcome), overseeing a $500 million R&D unit spanning London and Research Triangle Park, and spent a decade at Burroughs Wellcome advancing through corporate accounting and financial analysis roles. He began his career at Price Waterhouse, auditing clients across the pharmaceutical, banking, manufacturing, and technology sectors.
Helix serves businesses throughout the Raleigh, Durham, and Chapel Hill areas and the broader Research Triangle region, and works with companies across the United States.
Jim has also supported companies operating internationally, including entities in Australia and Hong Kong, China.
