James Jean Email & Phone Number

Executive advisory services focused on business transformation, process development/improvement, and merger and acquisition integration work.

Mansfield, MA, US

Client needed Update planning to new multi business team corporate structure. Development and consolidation of team(s) AOP. Update and maintain/forecast cash flow.

Waltham, MA, US

• Created and implemented Product P&Ls, enabling a clearer view of overall product margin and contribution
• Created and implemented Long Range Planning model inclusive of sensitivity analysis, providing for future business modeling
• Created and implemented product subscription revenue model inclusive of budgeting and forecasting, used in conjunction with Salesforce data provides a consistent earn-out of the product subscription portfolio.

Tokyo, JP

• Business Partner/ Financial lead for the IT strategy and Transformation organization, forecasting, monthly close
• Created business structure for the IT transformation project to consolidate global Data Centers and move IT functions to the Cloud.
• Worked with cross-functional finance leads to identify and consolidate budget under new project business structure.
• Partnered with Accenture for continued refinement of overall project business case.

Waltham, MA, US

• Collaborating with COO and CFO team to identify operational efficiencies, design and implemented a Quarterly Business Review / Quarterly Financial Review process.
• Define metrics and institutionalize the process for the team.

• Allegro Microsystems is a leader in developing high-performance power and sensing semiconductor ICs. Their innovative solutions serve high-growth applications in the automotive, industrial, consumer/computing markets.
• Design and implemented Self Insured Medical reserve accrual and true up process.
• Created and implemented standardized Theatre Audit Kits with consistent BS and IS data requests and retrieves year end fiscal close using Spreadsheet server Oracle retrieves.
• Created Audited Consolidated Financials Fiscal 2019, Auditor checklist, and documented entire process for client.

• PTC is a global provider of technology platforms and solutions that transform how companies create, operate, and service the "things" in the Internet of Things (IoT). The company's next-generation ThingWorx® technology.
• Design and implement Company wide reporting site with offshore teams. Real time flash KPI reporting, Automate quarterly reporting packages, Investor Relations, BOD, Audit Committee, Qlik reporting apps, all within a 15.
• Redesigned and implemented Investor Relations quarterly data consolidation process for company earnings announcements.
• Product business restructure (Informatica), FX Impact modeling, Adhoc customer, business, subscription analysis
• Train offshore analysts business operations, reporting, systems

Rockland, Massachusetts, US

• Right at Home South Shore is $3.5M provider of in-home care services, Manage 10 (170 Caregivers)
• Negotiated and secured bank financing for purchase of existing agency resulting in better rate and greater company valuation by independent third party valuation.
• Created reporting dashboard for accurate business review and projections and trend analysis
• Identified and instituted financial efficiencies, reducing operational spend by 12%

Round Rock, Texas, US

• Dell EMC is a part of the Dell Technologies family of brands. Dell Technologies is a unique family of businesses that provides the essential infrastructure for organizations to build their digital future, transform IT.
• Initiated and drove “Ed Services Rules of Engagement playbook” for acquired companies and close partners resulting in consistent business methodologies reducing ordering cycle from 5 days to 2 days.
• Defined, implemented, and chaired the pricing governance committee resulting in consistent pricing methodologies across geography, customer vertical segmentation, channel partner levels, web base retail, and internal.
• Negotiated contracts with Worldwide DVD media supplier saving $6M in duties.
• Identified and instituted financial efficiencies, reducing procurement card spend by 8%.

Round Rock, Texas, US

• Director, Financial Planning & Analysis Global Sales, $1.98B, Managed 5 Responsibilities: Budgeting, forecasting, variance analysis, and consolidation of Global Sales organization
• Created automated productivity reporting tools: Global Contribution Reporting, Scorecard, and Standardized Opex Bridges resulting in increased accuracy and a reduction in turn around time.
• Collaborated and management of the expense budgeting process, productivity assumptions, span of control metrics resulting in increase in contribution margin and customer penetration.
• Designed and instituted “Shared Sales” methodology resulting in consistent reporting of cross business unit sales teams, accurate field sales support ratios, accurate field sales productivity measurement, and field.

Round Rock, Texas, US

• Director, Financial Planning & Analysis Americas Sales, $895M, Managed 13, 5 Direct Reports Responsibilities: Budgeting, forecasting, variance analysis, and consolidation of Americas Sales organization
• Maximized operational capacity by developing a high-level resource capacity planning model resulting in consistent divisional view of management spans of control and field productivity, became Global Sales model.
• Directed movement offshore of the Hyperion Planning/ Reporting group in Brazil resulting in cost reduction of $200k per year.
• Defined and implemented “New Acquisition Integration Playbook” to EMC Sales promoting cross business sales and finance team synergies and collaboration. This reduced time to market by 15%.

Round Rock, Texas, US

• EMC Software Group/ Global R&D, $1.2B, Managed 28, 7 Direct ReportsResponsibilities: Budgeting, forecasting, variance analysis, of ESG / Global R&D organization
• Integrated 10 new companies to the EMC Software Group, $75M to $750M companies
• Created automated reporting tools including P&L and Executive dashboards delivering meaningful concise reports. Hyperion/Essbase standard web based on global executive desktop.
• Developed key metrics analysis for P&L improving performance management, increasing spans of control and saving $400k per year
• Centralized HR, Purchasing, Inventory Control to core EMC groups saving $375K per year
• Nominated two times in 2001 for President’s Award for saving $85M through negotiation of IBM Peripheral Designers Agreement, and for saving $5M in 1 year for development of Recycle Asset Program.

Round Rock, Texas, US

Bachelor Of Science - Bs, Business Administration, Management And Operations

Associate'S Degree, Finance, General