After 12+ years in financial services with a focus on technology—consulting at Ernst & Young, serving as Vice President in investment management, and delivering critical systems for institutions like JP Morgan, Citi, Wells Fargo, MFS Investments, and GMO Investments—I realized where I truly wanted to make an impact.

 

In large enterprises, you are often layers removed from the actual people you help. I founded J.B. Moir Consulting to change that: to work directly, hand-in-hand, with ambitious business owners and leadership teams.

 

Growing companies rarely need another theoretical slide deck or a $250K+ full-time executive hire. They need practical, institutional-grade financial visibility, reliable data automation, and clear operational control. My mission is to give you enterprise-level efficiency without the corporate overhead—so you can make confident decisions, eliminate manual reporting chaos, and focus on scaling.