James Painter Email & Phone Number

Charlotte, North Carolina, Us

I advise the executive team and sales leaders to manage spending and achieve sales targets by forming data-driven 3-year sales plans, annual plans and goals, and quarterly forecasts and revisions. As a member of the Finance Leadership Team and Strategic Operating Committee, I help shape and set strategic direction. Results:• Cut operating expense ratio from 12% to 8% through profitable growth and disciplined spending.• $150M expense reduction and strategic alignment to value-add initiatives. • Support strategic shift to prioritize annuities, catalyzing growth from $4B in 2017 to $11B in 2022.• Reduced cost of acquisition by ~35% by refining compensation plans and focusing on all products.• Consolidated all aspects of business finance support and oversight to a single team, covering Sales, Marketing, Operations, Technology and all corporate administration functions.

New York, Ny, Us

Post divestiture of MetLife Securities, as we began to establish what would become Brighthouse Financial, I served as the finance lead for Distribution, and determined the systems, processes, and talent needed for a lean, high-performance team.

New York, Ny, Us

Recruited as an accomplished operator and relocated to Charlotte, tasked with enhancing financial efficiency. Provided executive financial governance to mid-size broker-dealer, its CEO and team of 100. Accountable for end-to-end P&L. Elevated financial operations, including compensation programs and strategies for wealth managers for ~4k advisors nationally. Results:• Designed and developed new wealth management advisory pricing model for RIA assets under management.• Boosted productivity by implementing revised sales goals and compensation structure for wholesaling force.• Finance lead of divestiture of broker-dealer business unit, partnering with M&A advisors including due diligence and valuation and for sale of MetLife Securities to MassMutual in 2016.

New York, Ny, Us

Developed financial metrics for Operations of the newly acquired international business. Oversaw buildout of analytical models to determine functional spend on a global level. Cost benefit analysis on MetLife’s wholly owned operations in Noida, India. Results:• Created a financial-based analytical model and process to quantify and optimize operational spend by capability for 25k-person organization with $5.5B annual spend.• Published quarterly analytical summary on the landscape of operational functions and their economic impact per capability, per location, etc.• Collaborated with global organizations to gather key financial indicators (KFIs) to support claims, premium impact, and underwriting placement rates for Global Operations programs.• Direct oversight and responsibility for forecasting and expense reporting of domestic Global Operations based functions.

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

Results:• Focused on expanding Group Benefits Distribution up-market.• Maintained financial tracking model as a basis for enterprise Operational Excellence enhancements, business cases to secure funding.• Managed the annual financial planning process for both the Small Market and Mid-Large Market Service businesses.• Partnered with both field and home-office underwriting groups and actuarial to build economic impact models to support strategy.

New York, Ny, Us

Inspired to join an industry where finance is central, I began a career at MetLife. As a senior financial analyst, I analyzed financial data to track performance against budgets and forecasts for the Retail business, prepared financial reports and conducted variance analysis.• Managed the monthly consolidated expense projection for the Retail business among multiple organizations and insurance/retirement products.• Worked with actuarial teams to determine assumptions for variable expenses, such as commissions, deferrable and premium related expenses.

New York, Ny, Us

Kenneth Cole Productions, Inc. Senior Accountant • Supported Retail segment consisting of ~80 stores with revenue in excess of $200 million• Responsible for maintaining asset records, including impairments, write-downs, etc.• Performed strategic analysis on profitability of stores

Master Of Business Administration - Mba, Finance

Bachelor Of Arts - Ba, Economics