James Welsh Email and Phone Number
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Accomplished, results-oriented financial and operations executive with over 20 years of experience transforming businesses across multiple industries. A non-traditional CFO who works to simplify the complexities of an organization, bring clarity and prioritize goals, setting the company up for long-term success. Expert knowledge in implementing high-impact strategies that set clear objectives and providing the required tactical support to achieve those objectives. Adept at adding value through the restructuring of departments using functional change to drive employee engagement and establish long-term direct cost savings strategies. Focused on making the decisions that will move a company forward with the ability to influence diverse stakeholders that propel decisions forward. A seasoned leader who builds high-performing teams through identifying and investing in individual strengths and capabilities, motivating team members to achieve more than they ever thought possible. Holds a strong reputation for making teams work and bringing the right people together to create change and scalable growth. Builds trust with other executives by being a true partner to the CEO and building positive relationships with all levels of the organization. Notable Accomplishments: ► I am a finance leader uniquely comfortable with and reliant on building ties with IT and HR, having led both functions, and leveraging those ties to foster a shared culture of innovation and strong business ethics focused on the next great opportunity. ► In consecutive roles I have fully integrated a robust HRIS with FP&A tools; partnered with our local University to pursue an industry-specific curriculum to recruit top-level talent and secure first-generation graduates.► Drove 6-year revenue growth of 78% and corresponding EBITDA growth of 59% and led a comprehensive automation effort to convert to a collaborative CRM-focused platform to execute expanding market objectives. Specialties:► Financial Operations Management► Strategic Planning & Tactical Execution► HR Leadership► Talent Management ► Forward-Looking Risk Management► Perpetuation & Succession Planning► Conflict Resolution► Treasury & Investment Management► Change Management & Processes► Efficiency & Optimization► Training & People Development► BI/Analytics & Data Science Tools► Cross-Functional Collaboration► California HR Law Specialist► Workforce Planning & Implementation► Logistics & Supply Chain► Total Rewards Strategy & Design ► California HR Law Specialist► SaaS Learning Management Systems
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ManagerGrimbleby Coleman Advisors & AccountantsModesto, Ca, Us
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ManagerGrimbleby Coleman Advisors & Accountants Aug 2024 - PresentModesto, Ca, Us -
Chief Financial OfficerWinton-Ireland, Strom & Green Insurance Agency Jun 2018 - Aug 2024Turlock, California, UsRecruited to hold complete ownership of financial and operational strategy, planning, and execution. Created and executed actions designed to transform company culture, and align people strategies with business results. -
Chief Financial OfficerOars Companies, Inc. Apr 2006 - Jun 2018Angels Camp, Ca, UsHired as an executive focused on orchestrating the complete restructuring and modernization of the accounting, treasury, and HR departments for an internationally renowned outdoor recreation brand comprised of 13 U.S.-based corporations. Work included organizational change and program management, continuous process improvement, M&A, strategic planning and decision making and corporate development. ► Restructured a multi-company accounting and HR department using a functional change model to drive employee engagement and establish long-term direct cost savings strategies. ► Facilitated renegotiations to strengthen existing banking relationships and consolidate international payment processes to increase short-term investment cash flow by 30% and reduce FX fees by more than 62%. ► Consolidated all employee procurement, benefit and retirement administration, and payroll disbursement processes by leveraging cloud-based technologies and mobile advancements. ► Captured an initial premium savings of 12% by leading the transition to a Consumer-Driven Health Plan (CDHP)model, including a Health Savings Account (HSA). ► Reduced workers’ compensation frequency by 69% by establishing rigorous risk management review and federal and State OSHA standards to significantly increase training offerings. ► Increased e-Commerce sales to 40% of total company revenue by driving the effort to place all available inventory online; downstream benefits included a 15% headcount reduction. ► Ensured 100% contractual compliance by fostering and managing relationships with numerous US government agencies, including the Department of Transportation and countless state and local entities. -
Regional Finance ManagerSears Holdings Corporation Aug 2005 - Oct 2005Chicago, Il, UsServed as a senior member of a national project team tasked with identifying and providing strategic recommendations for long-term revenue and cost savings initiatives while simultaneously balancing issues with concurrent M&A events. ► Directed the end-to-end analysis, execution, and management of a regional strategic plan for the In-Home Services division.► Saved $1.4M over a 5-year project window by creating an innovative ROI modeling solution to identify and recommend asset divestitures to capture increased operational savings. -
Senior Business PlannerPepsi Bottling Group Mar 2000 - Aug 2005Purchase, New York, UsKey contributor to the development and execution of a regional annual strategic plan, presenting detailed financial algorithms to the Corporate SVP and Executive Team. Created weekly sales and cost forecasts to establish local production and logistics schedules. Analyzed regional market pricing architecture through integrated price elasticity modeling across multiple lines of business. ► Grew business by 15% YOY by developing the long-term food service market strategy, focusing strongly on new product innovation and unit placement to address external legislative mandates. ► Key manager on a national audit team that assessed local operational risk, system control effectiveness, and business practice opportunities; issued a final audit report viewed by the senior executive team. ► Generated a 25% material and labor savings by guiding the absorption of two regional warehouses to existing sourcing capacity; created annualized budgets with revised raw material, production, and logistical schedules. ► Reduced selling loss and discretionary spending by 15% by designing the successful implementation of a multi-location, internal control solution to satisfy internal and external audit objectives. ► Captured a 2.1% increase in retail share swing through the creation and rollout of crucial client development agreements; the agreements resulted in a 12% revenue improvement. ► Drove 13% cumulative net margin appreciation by designing a retail standard Go-to-Market (GTM) playbook that outlined new product priorities and company trade initiatives.► Boosted forecast accuracy by 20% by developing advanced weekly sales and cost forecasts to align local production and logistics schedules with current market conditions. -
Corporate ControllerLand O'Lakes, Inc. Mar 1998 - Mar 2000Arden Hills, Minnesota, UsOversaw all day-to-day and long-range financial and IT operations at two manufacturing facilities, with direct ownership of all local and remote IT, accounting, finance, payroll, and HR personnel. Additionally, I served as a facility contact on member-related contract issues for the national dairy cooperative. ► Achieved full ISO-9000 compliance by directing multi-facility safety and training programs, including creating and instituting a safety infrastructure that decreased documented injuries by 30%. ► Reduced disposal costs by 18% by negotiating annual agreements between production facilities and local agriculture interests, redirecting by-product disposal to comply with State and Local environmental directives.► Delivered a 3-year savings of 16% by jumpstarting the competitive bidding process that reinvigorated product packaging and raw ingredient procurement. ► Decreased defective finished products by 35% by establishing specific product quality guidelines aligned with customer specifications and internal processing capabilities. ► Negotiated long-term agreements with local utility carriers to guarantee expedited service at a 24-hour manufacturing facility during pre-scheduled delivery slowdowns. ► Managed logistical arrangements to transport 1.5 million pounds of food products and related supplies per week, balancing two finished product warehouses with internal/external customer needs.
James Welsh Skills
James Welsh Education Details
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Villanova UniversityHuman Resource Development -
University Of The PacificGeneral
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California State University-SacramentoAccounting
Frequently Asked Questions about James Welsh
What company does James Welsh work for?
James Welsh works for Grimbleby Coleman Advisors & Accountants
What is James Welsh's role at the current company?
James Welsh's current role is Manager.
What is James Welsh's email address?
James Welsh's email address is jw****@****ons.net
What is James Welsh's direct phone number?
James Welsh's direct phone number is (770)-888*****
What schools did James Welsh attend?
James Welsh attended Villanova University, University Of The Pacific, California State University-Sacramento.
What skills is James Welsh known for?
James Welsh has skills like Strategic Planning, Workforce Planning, Talent Management, Financial Analysis, Forecasting, Financial Reporting, Leadership, Training, Team Building, Accounting, Process Improvement, Human Resources Information Systems.
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