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Chad James, Cfa phone numbers
Over 20 years of KPI delivery, strategic objective attainment, co-worker empowerment, mutually beneficial partnerships, and community support – all of which are inextricably linked.Passion for leading teams to achieve more than they believed possible and fostering associate professional development by setting measurable performance objectives that connect company business goals to individual career goals.Utilize a scientific method inspired business optimization approach to: identify opportunities, establish budgets and KPIs, develop and implement strategic plans, manage projects, and control risk. Observe, gather data, build consensus to set goals, continuously analyze results, communicate findings, negotiate next steps, revise upon new info, and repeat.Corporate Finance Positions: Analyst, Manager, Director, Controller, Vice President, and CFO.Functional Experience: Accounting, AP, AR, Audit, Board Meetings, Capital Budgeting, Financial Systems, FP&A, Inventory Planning, IT, M&A, Project Management, Purchasing, Tax Compliance, Treasury, and Warehouse Operations.Industry Experience: Business Process Outsourcing, Automotive Marketing, e-commerce Specialty Retail (Women’s Apparel, Home Furnishings), Retail Consumer Financial Services, and Medical Services.Ownership Experience: Publicly Traded, Private Equity, and Sole Proprietorship ownership structures.CFA® Charterholder, Returned Peace Corps Volunteer, and multiple degree holder.
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ControllerCasting Solutions, LlcZanesville, Oh, Us -
Site ControllerKlöckner Pentaplast Jun 2024 - PresentLondon, England, Gb -
Interim Fp&A DirectorKlöckner Pentaplast Sep 2023 - May 2024London, England, GbBrought on as Interim FP&A Director via Robert Half (www.roberthalf.com) to support continuity of financial planning processes during an internal leadership transition. Klockner Pentaplast is a “Global manufacturer of sustainable and recyclable plastic films” (www.kpfilms.com). -
Vp Finance & AccountingLasikplus (Lca-Vision Inc.) Feb 2022 - Jun 2023Cincinnati, Oh, UsBrought on as Consultant through Vernovis (www.vernovis.com) in Feb 2022; offered permanent VP role in Apr 2022.Implemented treasury plan to generate incremental income on excess cash; materially reduced average EOM open vendor invoices; transitioned product inventory purchasing from vision centers to home office with no business interruption; completed statistical deep dive analysis of customer financing program and provided profit improving recommendations; signed off on clean audit opinion for 2022 financial statements. -
Chief Financial OfficerArtful Home Jun 2020 - Aug 2021Madison, Wi, UsFinance and Operational Executive who shepherded significant organic EBITDA growth and associate professional development during 3+ year leadership tenure.Promoted from VP Finance to VP Finance & Operations in 2019 upon assuming IT leadership with development of Tech transformation plan and partnering with CEO on strategic project to establish in-house fashion design office in LA. Promoted to CFO in 2020 following successful acquisition of Uno Alla Volta and ensuring business operation continuity during Covid-19. Also severed as Secretary for quarterly board of directors’ meetings. -
Vp, Finance & OperationsArtful Home Mar 2019 - Jun 2020Madison, Wi, Us -
Vp, FinanceArtful Home May 2018 - Feb 2019Madison, Wi, Us -
Controller - Kroger Personal FinanceKroger Oct 2016 - May 2018Cincinnati, Ohio, UsFP&A Leader for Kroger’s Personal Finance business unit, responsible for: annual budgeting, quarterly forecasting, month-end close, strategic initiative support, controlling capital project ROI targets, and contract implementation support.Recipient of Kroger Personal Finance 2017 Profit Award and 2017 Teamwork Award. Promoted from Assistant Controller to Controller in under one year (Sr. Finance Manager / Assistant Controller, Oct 2016 - August 2017). -
Director, FinanceFrontgate Jan 2014 - Oct 2016West Chester Township, Ohio, UsFinance Department Leader for direct-to-consumer luxury home goods brand; responsible for: annual budgeting, monthly financial statement forecasting, month-end close, annual audit, internal controls, vendor contracts, and tax compliance. -
Manager Merchandise Analysis (Finance)Victoria'S Secret Apr 2012 - Jan 2014Columbus, Ohio, UsLeader of Merchandise Finance Team for specialty women’s apparel retailer’s catalog and ecommerce division; responsible for delivering of budget KPIs for product margin %, inventory turns, and EOY inventory levels.Promoted to Manager after less than one year as Senior Financial Analyst. -
Financial Analysis SpecialistChrysler Jan 2011 - Apr 2012London, England, GbAnalysis of non-prime interest rate loan data enabled YOY profit improvement through revision of financing partner terms. Earned an 8 rating out of 9 for annual performance review in 2011. -
Senior AnalystConvergys Intelligent Contact Jun 2008 - Jan 2011Altrincham, Cheshire, GbConsultant, Business Analysis - Sales Finance: 08/2010 - 01/2011 (lateral move)Consultant, Business Analysis - Capital Budgeting: 09/2009 - 08/2010 (promotion)Sr. Analyst, Business Analysis - FP&A: 06/2008 - 09/2009. -
International Development VolunteerPeace Corps Jul 2005 - Jun 2007Washington, District Of Columbia, Us“Justice, Truth be ours forever, Jamaica land we love.” -
Program AnalystU.S. Environmental Protection Agency Nov 2000 - Jun 2005Washington, Dc, UsThree-time recipient of EPA Bronze Medal for Commendable Service, including one in support of Agency’s response to 9/11. Presidential Management Fellowship program, 2002 – 2004.
Chad James, Cfa Skills
Chad James, Cfa Education Details
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Ohio UniversityGeneral -
American UniversityPublic Finance And Economics -
Cfa InstituteFinancial Analysis -
Ohio UniversityPolitical Science; English Minor
Frequently Asked Questions about Chad James, Cfa
What company does Chad James, Cfa work for?
Chad James, Cfa works for Casting Solutions, Llc
What is Chad James, Cfa's role at the current company?
Chad James, Cfa's current role is Controller.
What is Chad James, Cfa's email address?
Chad James, Cfa's email address is ch****@****hoo.com
What is Chad James, Cfa's direct phone number?
Chad James, Cfa's direct phone number is +174027*****
What schools did Chad James, Cfa attend?
Chad James, Cfa attended Ohio University, American University, Cfa Institute, Ohio University.
What skills is Chad James, Cfa known for?
Chad James, Cfa has skills like Analytics, Financial Analysis, Economics, Corporate Finance, Statistics, Analysis, Leadership, Management, Microsoft Excel, Forecasting, Financial Accounting, Finance.
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