James Nelson Email & Phone Number

Orlando, Florida, Us

Financial Leadership• Oversee all financial functions including accounting, budgeting, collections, insurance, and tax related needs.• Prepare monthly financial statements and in-depth analysis (FP&A).• Prepare and financially manage annual and multi-year budgeting and forecasting processes.• Manage lender relationships including bank lines of credit. • Create and manage monthly and ad-hoc management reporting.• Prepare annual firm review with outside CPA firm. Management and Oversight• Lead the Accounting, Finance, Payroll and Compliance departments• Manage local and global team members (staff size ~ 25)• Manage third party outsourcer relationship and performance• Member of leadership team and participate in other firm wide committeesStrategic Leadership and Development• Lead as a key member of the firm’s executive management and contribute to the firm’s strategic direction.• Develop financial strategies by forecasting capital and staff requirements based on firm business needs.• Lead firm wide projects and/or initiatives as determined by leadership

Richardson, Texas, Us

• Managed all aspects of Finance function including FP&A, Accounting, Compliance and Payroll• Consolidated and managed all aspects of monthly close (ledger, reporting and presenting) • Provided insightful earnings analysis to leadership (trends, variances, and explanations)• Completed annual budget including coordinating assumptions, initiatives, and targets• Managed a team of 13 including 5 direct reports and 8 other supporting roles• Worked closely with Data team to understand client base and trends• Partnered with Strategy team to model and implement new projects• Maintained ongoing interaction with leadership across firm to drive better results• Responsible for review/approval of tax forms and filings

Dallas, Tx, Us

• Responsible for all aspects of the Global Technology segment (actuals, forecast and budget)• Managed monthly close process with focus on understanding results and explaining variances• Presented financial overview and recommendations to senior leadership• Maintained transparent reporting and alignment between expense spend and revenue growth• Responsible for all aspects of global capital expense related to technology• Managed a team of 8 including 2 in London and 6 in the local Dallas office• Reviewed and approved large global business cases including the tracking approved business case performance• Coordinated labor allocations and recharges across business segments• Partnered with operational leadership to maintain insight and understanding of key action areas• Provided results and insight to Global FP&A consolidations team• Worked closely with Accounting team during monthly close to ensure accuracy and understanding

Chiyoda-Ku, Tokyo, Jp

• Responsible for all aspects of Americas Region P&L (actuals, forecast and budget)• Managed monthly close process with focus on understanding results and explaining variances• Set goals and targets for Bookings, Revenue and Expenses for the Region• Tracked and planned for over 60 cost centers and 4 profit centers world wide• Managed FP&A and Revenue reporting departments with a total of 4 team members• Approved financial contracts and agreements for Americas Region• Responsible for approval of all headcount and spending for Americas Region• Worked in global matrix organization with many countries, currencies and leaders• Provided results and insight to Global consolidations team• Member of Americas Executive Leadership Team driving innovation and strategy• Member of Global Commission Governance Committee tracking plans, policies, and payouts • Worked closely with Accounting team during monthly close to ensure accuracy and understanding

Philadelphia, Pa, Us

• Managed monthly close process with focus on understanding results and explaining variances• Provided key revenue and expense driver insight for the analysis of monthly results• Recommended and supported Division wide forecast adjustments• Headed the Finance Strategy and Solutions function which focused on driving higher earnings• Managed a team of 4 Senior Financial and Data Analysts• Led Pricing and Offer analytics functions for Residential products (Video, Data, Wireless, Voice and Security)• Developed revenue models for new strategies which include evaluating amount/length of discounts, bundle discount structure, eco bill/autopay discount and customer churn• Managed all aspects of $200M departmental expenses which included over 2,000 call center agents• Analyzed agent commission payouts against financial and production results• Created and maintained expense and agent productivity reporting including presenting to Leadership• Tracked and analyzed offer effectiveness by: base playbook, new design, discounted and competitive• Coordinated and evaluated new products with Marketing, Billing, Finance and Senior Leadership• Managed annual rate increase process (services and fees)• Worked with Marketing and Sales Channels to define offer eligibility guidelines*Key Accomplishments: 1) Developed new offer strategies to add $29M in revenue, 2) Created new financial model to track 7.1 million customers generating revenue gain of $70M, 3) Defined and established new finance function to drive improved productivity and financial results in call centers, 4) Developed new base compensation and commission plan for 2,000 call center agents

New York, Ny, Us

• Analyzed, forecasted, and reported on monthly business unit performance results (IFRS, USGAAP & Statutory)• Completed annual budget for business unit including coordinating assumptions, initiatives and targets• Prepared and managed 5 year strategic planning process including key drivers and assumptions• Produced and supported monthly Key Performance Indicator analysis including actual, forecast, & plan• Provided insight and reporting on earnings volatility and earnings at risk• Developed new and more transparent reporting for earnings analysis and audit correspondence• Created new corporate accounting policies for new products and for new accounting guidelines• Supported SEC quarterly filing requirements including analytics and messaging for corporate reporting• Managed and updated SOX documents for internal and external auditors• Finance lead for quarterly Roundtable and Disclosure Committee meetings• Key finance contact for business unit IPO support and documentationKey Accomplishments: 1) Transitioned entire Finance department from Denver to Atlanta which involved restructuring, reassigning and rehiring, 2) Successfully supported IPO process from beginning to end which included restating financial statements and working closely with auditors on new reporting requirements and disclosures, 3) Created new more transparent reporting to support heightened scrutiny of financial results during very stressed financial markets which led to a higher level of confidence with auditors and a much more efficient response time and better understanding.

Brookfield, Wisc., Us

• Reported and consolidated Americas region business segment• Analyzed productivity with focus on quality, efficiency, and performance• Developed key initiatives, defined metrics, set pricing guidelines, and tracked sales force results• Analyzed and reported on company’s high growth international business• Provided financial support and analysis for US and Canada sales force• Tracked same store sales, market saturation, product cannibalization, and economic factors• Prepared and supported Earnings Release Q&A document for business segment• Achieved and maintained best in class standards by leveraging Six Sigma group

Monroe, La, Us

• Reported and presented monthly financial performance reports, charts, analysis, and explanations• Finance contact responsible for new flagship product• Maintained and developed forecast, cost, and pricing models• Budgeting, forecasting, financial analysis• Variance and trend analysis

• Managed monthly close process including supervising 6 member accounting department• Prepared monthly consolidating financial statements• Worked with actuary and legal team to calculate and report reserves• Tracked accounts receivable aging reports• Reviewed and approved invoices, account reconciliations and journal entries

Greenwood Village, Co, Us

• Independently responsible for monthly expense reports and business drivers for entire division• Tracked and researched variances and trends• Team leader for the preparation and completion of annual expense budget

Bachelor Of Science In Accountancy, Accounting And Finance

Study Abroad, Italy