Jim O'Neal Email & Phone Number

Huntersville, NC, US

Huntersville, NC, US

Charlotte, North Carolina, US

Community Banking - Retail CFO

Wayne, PA, US

Wells Fargo ContractorLead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives. Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate. Review strategic approaches and effectiveness of support function and business performance. Perform assessments.

New York, NY, US

• Conducted comprehensive analysis of enterprise flows, assets, revenue, and margins, enabling strategic decision-making for management, board, and legal entity reporting.
• Generated custom financial analyses and ad-hoc reports addressing specific business needs and trends.
• Implemented weekly flow reporting for Retirement Solutions, enhancing visibility into financial performance and reducing reporting cycle time by 30%, facilitating quicker response to market dynamics.
• Led Tableau dashboard reporting project for Retirement Solutions, improving data visualization and analysis and increasing decision-making speed by 10%.

Springfield, Massachusetts, US

• Orchestrated the coordination and oversight of 3 Senior Financial Analysts, ensuring timely updates to the monthly reporting package.
• Spearheaded the generation and delivery of monthly reporting, encompassing critical metrics such as product volume, expenses, compensation, and corporate allocations, subsequently integrated into the database.
• Executed comprehensive monthly analyses of Premier Client Group (PCG) mergers, providing actionable insights into net field force, agency profit and loss (P&L), and ASH/Crump, contributing to strategic decision-making.
• Attained rapid promotion from Finance Consultant to Mastery within less than a year following the transfer, a testament to exceptional performance and dedication to exceeding expectations.

New York, NY, US

• Orchestrated the management of 3 Senior Financial Analysts, strategically supporting South, East, and Northeast Regions, achieving streamlined operations and enhanced productivity.
• Conducted comprehensive strategic planning, forecasting, and monthly reporting for sales offices across the West Region of MetLife Premier Client Group (MPCG), facilitating informed decision-making and driving sales.
• Fostered strong partnerships and served as a trusted advisor to regional sales vice presidents, firm managing partners, and firm director of operations, fostering collaborative relationships and maximizing business.
• Engineered meaningful reporting systems resulted in a notable increase in first-year GDC and a significant reduction in controllable expenses, contributing to improved financial performance.
• Demonstrated exceptional leadership acumen by training and supervising new and regional analysts, ensuring team cohesion and proficiency in financial analysis processes.

New York, NY, US

- Responsibilities include strategic planning, forecasting, monthly reporting to managing partners and business reviews, expense management, cost allocations, ad-hoc reporting.- Developed Access reporting and streamlined processes to eliminate redundancy in monthly & quarterly deliverables. Created databases accessible for all Regions that insured timely.

Charlotte, NC, US

• Spearheaded initiatives to enhance operational efficiencies within the home loans business through meticulous metric analysis. Identified and implemented strategic improvements, resulting in measurable enhancements to.
• Prioritized and managed various initiatives, delivering exceptional support to business and finance partners with minimal supervision. This proactive approach facilitated seamless collaboration and ensured the.
• Managed a substantial $433 million budget in annual spending, strategically allocating resources among 4,200 FTE. This meticulous budget management resulted in cost savings and optimized resource allocation.

San Francisco, California, US

- Responsible for budgeting, forecasting, long-range planning, and analysis for $137B in assets. Preparation of monthly reporting packages and presentation for Executives. - Provided data for the Stratmor project designed to analyzed industry benchmarks and best practices. Results utilized to establish distinct performance metrics creating operational.

San Francisco, California, US

Performed detail reconciliation and nostro account settlement of time sensitive material for the United Kingdom and other European countries, Hong Kong, and Japan.- Used FX system, Aqua, to research entries and assign transactions to specific investigative departments.- Researched and reviewed monthly trend analysis reports to analyze accounting data with.

San Francisco, California, US

- Ensured all files were complete prior to underwriting hand-off and coordinated effectively with title companies to ensure smooth closings - Outperformed company average in achieving loan-processing turn-around time- Successfully processed some of the most challenging loan applications - Provided expedient service cited as key to consistently high.

Bachelor, Accounting, Finance, Business Administration

Master Of Business Administration - Mba, Business Administration And Management, General