James F. Whalen

James F. Whalen Email and Phone Number

Senior Partner (Chief Financial Officer and CFO consulting strategies to CEO, COO, CTO, and CFO levels) @ WHALEN CONSULTING GROUP
Chesterfield, MO, US
James F. Whalen's Location
Chesterfield, Missouri, United States, United States
About James F. Whalen

STRATEGIC BUSINESS EXECUTIVE with significant international operations experience in high technology and entrepreneurial companies. Strengths lie in strategic planning, customer relationships, business operations, and building strong efficient teams to meet business goals. Regarded as an effective leader who achieves outcomes through comprehensive analysis, overall strategic thinking, and team development. Key competencies/strengths include:• CRITICAL AND STRATEGIC THINKING – Proven ability to create competitive and breakthrough strategies and anticipate future consequences and trends accurately.• STRONG CORPORATE FINANCE / INVESTMENT MANAGEMENT – Extensive financial leadership experience, including: debt and equity offerings, IPO’s (initial public offering), and acquisitions (12 within a three year period). Held Controller, CFO, and executive finance roles for industry leading companies. Certified Public Accountant (CPA).• RISK MANAGEMENT – Expert in design and operational effectiveness of financial and operating policies that ensures regulatory compliance, proper audit and accounting controls, and compliance with Sarbanes-Oxley.• CUSTOMER / ACCOUNT DEVELOPMENT AND MANAGEMENT – Proven ability in building and strengthening long-term relationships with customers by communicating ideas in a persuasive, fact-based and collaborative manner. • INTERNATIONAL BUSINESS EXPERIENCE – Led teams and interacted with customers with global operations and focus. Keen sensitivity to customers’ cultural differences and values diversity within and external to the organization.• ENERGY AND EXECUTION – Relentlessly sees things through, pursues goals with vitality and passion, and delivers on commitments with quality, on budget and on time.

James F. Whalen's Current Company Details
WHALEN CONSULTING GROUP

Whalen Consulting Group

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Senior Partner (Chief Financial Officer and CFO consulting strategies to CEO, COO, CTO, and CFO levels)
Chesterfield, MO, US
James F. Whalen Work Experience Details
  • Whalen Consulting Group
    Senior Partner (Chief Financial Officer And Cfo Consulting Strategies To Ceo, Coo, Cto, And Cfo Levels)
    Whalen Consulting Group
    Chesterfield, Mo, Us
  • Whalen Consulting Group
    Senior Partner (Chief Financial Officer/Cfo Consulting Strategies To Ceo, Coo, Cto, & Cfo Levels)
    Whalen Consulting Group Jul 2018 - Present
    Providing strategic guidance that can directly drive business improvements and overall growth; customer satisfaction, operational efficiencies, financial leadership, and sales. Core areas of expertise include:STRATEGIC REVENUE GROWTH | FINANCE | OPERATIONS | TECHNOLOGY An accomplished, charismatic executive leader with experience in diverse environments including Information Technology (IT), Emerging Payments, Banking, Finance and Manufacturing, executed in company sizes ranging from start-ups to Fortune 100 corporations. Clients have included a Fortune 50 health care insurance payer (merger and acquisitions integration project), a global fast casual restaurant company (digital commerce project), a Fortune 100 telecommunication company (big data and analytics project) and a St. Louis-based IT consulting company (strategic plan project).------------------------------------------------------------------------------------------------------ACTIVE ROLE:• Limited Partner (Investor) / Mentor/Advisor at SIXTHIRTY As Mentor/Advisor, I provide insights and guidance toward the creation of program curriculum and support resources for SixThirty portfolio companies.SixThirty is a business development accelerator for fintech companies, backed by the St. Louis Regional Chamber and venture capital firm Cultivation Capital. (Visit: http://www.sixthirty.co) ------------------------------------------------------------------------------------------------------Pursuing long- and short-term consulting projects, and also seeking full-time leadership roles.
  • Ssm Health Care
    Board Of Directors And Member/Finance And Investment/Executive/Compensation Committees
    Ssm Health Care Dec 2017 - Present
  • Maryville University Of Saint Louis
    Board Of Directors And Member/ Finance And Audit Committees
    Maryville University Of Saint Louis Jan 2015 - Present
    St. Louis, Mo, Us
  • St. Louis Sports Commission
    Board Of Directors & Member, Executive/Audit Committee
    St. Louis Sports Commission 2002 - Present
    St. Louis, Mo, Us
  • Cardinal Glennon Children'S Foundation
    Board Of Governors & Member, Finance Committee
    Cardinal Glennon Children'S Foundation 2002 - Present
  • Saint Louis Zoo Association
    Board Of Directors & Member, Audit Committee
    Saint Louis Zoo Association 2004 - Present
    St Louis, Missouri, Us
  • Mastercard Worldwide
    Senior Vice President, U.S. Markets (Digital Product Introduction And Support For Key Customers.)
    Mastercard Worldwide Jan 2013 - Jul 2018
    Purchase, Ny, Us
    Led the relationship management strategies and operations for MasterCard’s top 77 key US customers (digital giants such as Apple, Google, etc.) with a focus on technology and new product introductions.• Increased sales lead volume and incremental annual revenue by $20 million through team reorganization. Improved focus on key accounts, thus solidifying the customer relationship. Utilized SWOT analysis to establish objectives, metrics, and reporting for operational/fraud/advisory reviews.• Implemented a global commercial technology account function (international regions) to support the key global commercial issuers. This led to increased customer satisfaction and a consistent customer support model to drive incremental global commercial sales in excess of $40M.Recent MasterCard (MC) restructuring led to numerous roles (inc. mine) relocated to our global operations overseas. In order to maintain my St. Louis residence, I opted to transition my role and provide ongoing consultative insights to my MC colleagues to ensure their continued success.Currently seeking full-time leadership challenges.
  • Mastercard Worldwide
    Senior Vice President, Finance & Chief Of Staff (Cfo Of Mc Technologies)
    Mastercard Worldwide 2003 - 2013
    Purchase, Ny, Us
    Responsible for financial accounting , budgeting and forecasting for MasterCard Technologies with additional responsibilities for sourcing, supplier negotiations, investment management, asset management and time tracking/project management.
  • Zoltek Corporation
    Vice President – Chief Financial Officer And Secretary
    Zoltek Corporation 2001 - 2002
    Saint Louis, Us
    Full responsibility in managing the Accounting, Finance, Information Technology, and Human Resources functions. Reported to President with 8 direct reports and a total staff of 60.
  • Outsourcing Solutions (Osi), Now Nco Group - (Asset Management Outsourcing (Amo); 1999 Osi Spinoff)
    Executive Vice President: Chief Executive Officer (Ceo) @ Osi, Chief Financial Officer (Cfo) @ Amo
    Outsourcing Solutions (Osi), Now Nco Group - (Asset Management Outsourcing (Amo); 1999 Osi Spinoff) 1998 - 2000
    As Co-founder, managed Accounting, Finance, IT, and Facilities, with 9 direct reports and total staff of up to 70.OUTSOURCING SOLUTIONS (OSI) - St. Louis:Accounts receivable management business; 4,500 employees, 33 states, $500M revenue.ASSET MANAGEMENT OUTSOURCING (AMO) - Atlanta (Created from spinoff in 1999):Accounts receivable management business; 1,100 employees, 8 states, $200M.Outsourcing Solutions, Inc. (OSI), is owned by NCO Group, as of 2008.
  • Dell Computer Company
    Vice President – Business Operations
    Dell Computer Company 1995 - Nov 1997
    Round Rock, Texas, Us
    Responsible for Dell Leasing, Dell Plus, (both of which were full profit and loss units), Opportunity Management (all bids, contracts and proposals), Sales Operations and IT in the channels. Prior to this position, was the chief financial officer for the largest profit center within Dell ( Major Accounts)
  • Dell Computer Company
    Controller – Major Accounts
    Dell Computer Company 1993 - 1995
    Round Rock, Texas, Us
    Managed Financial Planning and Analysis, Accounting, Financial Services/Credit, and Information Systems.
  • Protein Technologies Intl. (Subs. Of Ralston Purina, Became Solae, Now Dupont Nutrition & Health.)
    Vice President And Controller
    Protein Technologies Intl. (Subs. Of Ralston Purina, Became Solae, Now Dupont Nutrition & Health.) 1989 - 1992
    Wilmington, De, Us
  • Price Waterhouse Coopers (Now Pwc)
    Senior Audit Manager
    Price Waterhouse Coopers (Now Pwc) 1974 - 1986
    Gb

James F. Whalen Skills

Finance Management Financial Services Strategy Financial Analysis Risk Management Process Improvement Financial Modeling Mergers And Acquisitions Banking Forecasting Outsourcing Payments Auditing Start Ups Business Analysis Due Diligence Acquisition Integration Credit Cards Management Consulting Executive Management Financial Reporting Corporate Finance Strategic Financial Planning Budgets Capital Markets Private Equity Sarbanes Oxley Act Business Strategy Managerial Finance Business Process Improvement Restructuring Portfolio Management Sec Filings Treasury Management Accounting Valuation Asset Management Transaction Processing Internal Audit Internal Controls Ipo Venture Capital Business Planning Credit Mergers Enterprise Risk Management Financial Risk Corporate Development Investments

James F. Whalen Education Details

  • University Of Cincinnati Carl H. Lindner College Of Business
    University Of Cincinnati Carl H. Lindner College Of Business
    Taxation
  • University Of Notre Dame - Mendoza College Of Business
    University Of Notre Dame - Mendoza College Of Business
    Accounting And Finance

Frequently Asked Questions about James F. Whalen

What company does James F. Whalen work for?

James F. Whalen works for Whalen Consulting Group

What is James F. Whalen's role at the current company?

James F. Whalen's current role is Senior Partner (Chief Financial Officer and CFO consulting strategies to CEO, COO, CTO, and CFO levels).

What is James F. Whalen's email address?

James F. Whalen's email address is ja****@****msn.com

What is James F. Whalen's direct phone number?

James F. Whalen's direct phone number is +163672*****

What schools did James F. Whalen attend?

James F. Whalen attended University Of Cincinnati Carl H. Lindner College Of Business, University Of Notre Dame - Mendoza College Of Business.

What skills is James F. Whalen known for?

James F. Whalen has skills like Finance, Management, Financial Services, Strategy, Financial Analysis, Risk Management, Process Improvement, Financial Modeling, Mergers And Acquisitions, Banking, Forecasting, Outsourcing.

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