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Strategic and influential finance executive with extensive experience in financial planning and analysis, budgeting and forecasting, operations and product development. Frontrunner in driving efficiencies and productivity through evaluation of financial management systems and implementation of process improvements. Inspiring leader directing skilled financial management teams to support the achievements of the overall corporate goals and objectives. Industry experience in technology, insurance and cellular communications. Extensive experience with start-up organizations. Core competencies include: • Evaluation/Implementation of New Products and Services• Business Case Development • Strategic Planning • Investment Management• Merger Integration • Risk Assessment • Financial Forecasting & Budgeting • Technology Integration• Business Partnering• Financial Analysis and Reporting• Performance Management • Compliance • Talent Management & Building Teams• Financial Modeling and Scenario Planning• Financial Budgeting & AnalysisContact Information: jchalliday02@gmail.com
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Lead - Billing, Services And Financial Operations (Pers) - Lifeline Services - Nashville Site LeaderLifeline Systems, Inc. Jul 2021 - May 2023Framingham, Massachusetts, UsVice President (Site Lead Nashville)- Financial Operations, Billing and Services Lead Senior Leader responsible for the financial operations supporting the PERS (Personnel Emergency Response Services) and the Sr. Living business for Lifeline Systems (Connect America). Transitioned the financial operations and services teams to the Global Business Center in Brentwood TN from Boston MA. Leading the revenue cycle functions: Government (Medicaid) Intake/Authorization Services and Billing, Business to Business Services and Billing, Direct to Consumer Billing, Cash Applications, Credit/Collections, Analytics/Reporting and Equipment Specialist services. * Drive, Lead and Deliver financial results for the Lifeline organization through management of the revenue cycle and operation efficiencies. * Drive change and implementation of process improvements to gain efficiencies with the organization through LEAN Management. * Define and drive system requirements to support the transition into various new billing/operation systems with transition into Connect America. * Transitioned/Built a team of 120 roles to Brentwood - executed full “Run” state within 7 months during Covid.* Effectively manage and lead the FinOps team within a hybrid environment.* Drive Analytics and ensure key financial target alignment to goals.* Manage A/R, Cash Application and On-Hold targets to drive overall financial objectives.* Drive daily process improvements with core leadership team. * Developed KPI and productivity metrics for all functions to align with business goals and objectives.* Developed a continuous improvement plan to support the efficiencies savings required for year 1 implementation.* Developed and implemented Employee Engagement strategies. -
Director Of Billing, Services And Financial Operations - Lifeline SystemsPhilips Lifeline (Transitioned To Connect America) Aug 2019 - Jul 2021Senior Leader responsible for the financial operations and service supporting the PERS (Personnel Emergency Response Services) and the Sr. Living business within Philips Healthcare. Transitioned the financial operations and services teams to the Global Business Center in Nashville TN from Boston MA. Leading the following functions: Government (Medicaid) Intake, Services and Billing, Business to Business Services and Billing, Direct to Consumer Billing, Cash Applications, Credit/Collections, Analytics/Reporting and Equipment Specialist services. * Transitioned 120 roles to Nashville - executed full “Run” state within 9 months. * Lead the daily functions of the financial operations and service teams. Ensure SLA compliance.* Manage A/R, Cash Application and On-Hold targets to drive overall financial objectives.* Drive daily process improvements with core leadership team. * Developed KPI and productivity metrics for all functions to align with business goals and objectives.* Developed a continuous improvement plan to support the efficiencies savings required for year 1 implementation.* Participated in Lean Leadership training and drive daily management functions around Lean concepts.* Developed and implemented Employee Engagement strategies.
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Senior Director Financial Planning & AnalysisAsurion Feb 2013 - Mar 2019Nashville, Tennessee, UsPartnered with the Senior Vice President of Product Delivery and the organization by providing strategic direction and analysis on new products and services for new/existing clients. Managed the overall Asurion technology investment portfolio and ensured proper governance approvals were obtained from the Senior Executive Leadership team. Drove key business decision on future technology development and investments in partnership with the product organization. * Lead the development and management of the annual budget for the Product & Delivery organization a $270M investment portfolio consisting of 1,700 employees. * Conducted in-depth analysis on functional projects to include NPV and Return on Investment and provided strategic direction to product leadership. Measured progress of investments and initiatives through post-mortem analysis and KPI reporting.* Lead and directed the development of pilot tracking to measure success of various programs. Recommend changes to the programs based on financial results and customer behaviors.* Supported the launch/implementation of Soluto (Tech Support). Facilitated the development of financial modeling, KPI reporting and month-end close processes. Recommended process efficiencies and cost reductions. Current business segment represents 30% of company’s financial success.* Drove standardization and efficiencies amongst the FP&A Product organization to allow the team to engage with their business partners and provide strategic support. * Lead and developed a team of finance professionals. Provided leadership opportunities to ensure growth within organization. -
Director - Financial Planning AnalysisAsurion Feb 2012 - 2013Nashville, Tennessee, UsPartnered with the Vice President of Client Services and their organization. Key financial contact for the Asurion Client Services team and AT&T program leader. * Developed and maintained key reporting and analysis to support the AT&T Wireless insurance program. * Provided monthly metrics, captive reporting and business case/investment analysis to support program enhancements. * Provided strategic direction to leadership based on financial analysis and program metrics. -
Business Operations Director (Market Cfo)- Finance Los Angeles RegionAt&T 2002 - 2010Dallas, Tx, UsAT&T | Cingular Wireless | Cellular One - 1989- 2007Consultant - 2007- 2010Lead the financial management functions including development of monthly/quarterly financial statements, financial forecasts, and yearly/quarterly budget for the Los Angeles Market. Supported market level sales initiatives and customer promotions through detailed financial analysis and provide strategic direction to the leadership team. Strategic business partner to the Market VP/GM and reported to the West Region Chief Financial Officer.* Developed the market level 1-Year and 5-Year Strategic Plan and redirected the leadership team as market conditions changed.* Built, engaged and retained a highly skilled accounting and financial management team to achieve established objectives.* Partnered with the Market VP/GM in presenting the business, market conditions, financial achievements and strategic plan to West Region President and Senior Leadership Team on a quarterly basis. * Managed a P&L of $3B in Revenue.* Tracked and monitored market level key drivers and redirected the leadership team, as necessary, to achieve yearly bonus targets of over a 100% for 9 consecutive years.* Supported the market with detailed financial analysis and strategic direction to support over a 100% in customer growth and customer revenue per subscriber for 9 consecutive years.* Participated in various Merger Integration task forces during the Cingular and AT&T Wireless merger. -
Regional Finance Director - West Region (Previously Known As Cingular Wireless)At&T 2001 - 2002Dallas, Tx, UsFinance partner supported four market clusters, Northern California, Seattle/Spokane, Los Angeles and San Diego/Las Vegas. Lead the development of the financial business plans and provided monthly financial results and analysis to the VP/GM teams and the Regional Executive Team. Lead the finance organization and supported Direct and Indirect Commission Processing, Indirect Accounts Receivable, Financial Analysis & Budgeting and Fixed Asset Management. Strategic partner to the VP/GM for each market cluster and reported to West Region Chief Financial Officer.* Drove market results through detailed financial analysis of new programs, such as Family Talk Plans, Rollover Plans and rebate programs. Provide strategic direction based on analysis and overall results. * Established and implemented consistent policies, procedures and controls across the markets.* Guided the development of key reporting tools to assist management in tracking and monitoring the key growth areas of the business. -
Finance Director - Southern California (Previously Known As Cingular Wireless)At&T 1997 - 2001Dallas, Tx, UsLaunch of Cellular Supported the market through various financial and operational functions during the cellular launch of the Los Angeles Market. Established, trained and lead the following areas: Financial Analysis, Reporting and Budgeting, Direct and Indirect Commission processing, Indirect Accounts Receivable, Cash Management and Financial Accounting. Implemented financial systems, tools and policies to support the markets launch and overall growth.* Tracked and monitored the market results and redirected the leadership team to ensure yearly targets were achieved. * Analyzed various promotions and rate plans to support the business initiatives and objectives. * Implemented and trained all necessary accounting and financial systems within the Los Angeles market. -
Senior Manager - Strategic Planning (Previously Known As Cellular One)At&T 1989 - 1997Dallas, Tx, Us
Jamie Halliday (Keegan) Cpa Skills
Jamie Halliday (Keegan) Cpa Education Details
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Western Illinois UniversityAccounting -
Harry D Jacobs High School
Frequently Asked Questions about Jamie Halliday (Keegan) Cpa
What is Jamie Halliday (Keegan) Cpa's role at the current company?
Jamie Halliday (Keegan) Cpa's current role is Finance & Operations Executive | Financial Analysis & Budgeting Leader.
What is Jamie Halliday (Keegan) Cpa's email address?
Jamie Halliday (Keegan) Cpa's email address is ja****@****ion.com
What is Jamie Halliday (Keegan) Cpa's direct phone number?
Jamie Halliday (Keegan) Cpa's direct phone number is +170346*****
What schools did Jamie Halliday (Keegan) Cpa attend?
Jamie Halliday (Keegan) Cpa attended Western Illinois University, Harry D Jacobs High School.
What skills is Jamie Halliday (Keegan) Cpa known for?
Jamie Halliday (Keegan) Cpa has skills like Financial Analysis, Process Improvement, Budgets, Forecasting, Managerial Finance, Accounting, Sales, Strategic Planning, Finance, Accounts Receivable, Leadership, Business Process Improvement.
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