James Hale Email & Phone Number

Suwanee, Ga, Us

New York, Ny, Us

FP&A finance leader and functional subject matter expert collaborating with business and finance leaders across various industries to lead transformation assessments, benchmarking, blueprinting, and re-design of their organizations’ operating model/people, processes, data, & systems/technology landscape. American Medical Supply/Device manufacturing company:• Lead assessment of their RTR, FP&A, & S&OP functions, systems/data landscape, benchmark, provide prioritized transformation roadmap of actionable opportunities in the context of their already in-flight initiatives• Outcome: Oracle ERP implementation, develop FP&A Taxonomy, standardize metrics/KPI’s, implement Data Lake, in-system analysis, driver-based forecasting/increase cadence, and reduction of manual Excel processes.American global Media and Entertainment conglomerate:• Lead post-merger scoping and assessment for combined Studios business including Theatrical & TV (production & distribution, dom & int), Games, Consumer Products, Theme Parks, Studio Ops, Ultimates & Film Cost Accounting• Designed future-state Oracle EPM affiliate revenue models for Networks and DTC streaming business• Outcome: Multiple inefficient, offline, Excel-based models with many system hand-offs and complex Affiliate rate-card logic merged into one standardized, harmonized, in-system model serving the needs of multiple businesses.American large Food and Beverage conglomerate:• Lead global finance overheads transformation across two regions: LATAM (12 FTE) & EMEA (45 FTE)• Redesigned future-state operating model, identified processes to be centralized, established Center of Excellence• Outcome: projected ~$25MM annual base costs redux via fewer FTE, leveraged COE, MDM harmonization, report standardization/rationalization across 6 global regions shortening close cycle by 2 days.

Milwaukee, Wisconsin, Us

FP&A Finance Leader within Fiserv’s (ticker: FISV) Biller Solutions BU ~$400MM Revenue supporting Sr. Leadership Team (SLT), responsible for financial consolidation, and CIO’s IT/Dev organization ~$100MM, ~300 headcount, 35+ cost centers.• Leader with one direct report, responsible for producing monthly financial reporting package and lead business review• Support SLT to deliver Strategic Finance Initiatives, improved analytics, and actionable insights for business leaders• Responsible for developing Long-Range Plan, guiding IT/Dev business strategy, cost-benefit analysis of IT initiatives• Developed Product P&L profitability reporting driving improved SLT decision-making, and cost/pricing-strategy• Continuous Improvement of financial reporting & analytics - Revenue/Expense Bridges, LRP, and KPI Scorecard• Optimized System extracts and Excel-based reporting while improving formula consistency, accuracy, and quality

Atlanta, Ga, Us

Corporate FP&A Sr. Financial Analyst for a public company with ~$2B Revenue (former ticker: GTIV, merged with Kindred Healthcare 2014); responsible for Consolidated Statement of Income (SOI), Hospice Division SOI (~$1B Rev), Metrics, and headcount (+10,000 heads) financial reporting for Actuals, Forecast, Budget, & Long-range Plan.• Corporate Reporting Leader responsible for producing all consolidated Financial Reporting and variance analysis • Owner of Financial Reporting & Analysis package distributed to all C-Suite Executives and the Board of Directors• Lead cross-functional team to deliver improved reporting process cycle-time (-2 days), forecast accuracy, & insights• Partner closely with Hospice Division business leaders on Strategic Initiatives and ensure attainment of financial goals• Lead annual budget process, comm guidance/timelines/targets, standardized templates across all department leaders• Create Monthly Departmental MVR’s and lead financial reviews with leaders, assess drivers, risks, & opportunities

Schenectady, Ny, Us

HQ FP&A Manager responsible for consolidated base-costs financial reporting and planning for Finance ($100MM) and Admin ($50MM) functions, with two GBS direct reports.• Responsible for meeting functional base cost targets for corporate Finance and Admin and closing the books monthly• Lead global Finance teams to solve complex financial reporting requirements due to M&A, due diligence, & recasting• Business partnering with department leaders in completing their budgets, forecast refreshes, and tracking actuals• Synthesize and present summary financial results to officers, senior executives, and other HQ business leaders• Responsible for headcount and contractor reporting for the business (~100K heads/30K contractors)• Partner with business leaders to push down cost targets and identify ways to execute and deliver financial results• Responsible for integrating acquired business functions, cost, headcount, and all organic/inorganic financial reporting

Norcross, Ga, Us

Lead analyst responsible for organization-wide financial reporting, profitability forecasting, margin analysis, annual budget creation, executive-level ad-hoc analysis, and significant accounting responsibilities (US/CAN acct recs, journals, and wires).• Develop and analyze monthly consolidated financial reporting consisting of the BS, IS, SCF, and SOE• Create monthly lender reporting package that certifies our compliance with lender-instituted financial covenants• Perform income statement and balance sheet financial forecast modeling based on key operational & macro data• Lead monthly financial review with CFO, Controller, and Accounting to discuss key business drivers, & risk, & opps• Perform sales and margin analysis for key products, track performance, and identify risks & opportunities

Atlanta, Ga, Us

Lead analyst within Procurement performing decision-support NPV analysis on sourcing initiatives and maximize cost savings.• Use NPV analysis to determine optimal investment and bid opportunities and strategies• Create detailed RFP’s and work with potential suppliers to receive completed bid packages per our specifications• Perform financial analysis on bids with an organization-wide financial impact of hundreds of millions of dollars• Create and maintain cost-savings metrics and partner with procurement managers to monitor and improve

Mba, Finance

Bsmgt, Finance, Economics, Information Technology, Operations