Jamie Phillips Email & Phone Number

I have a strong pedigree from both my MBA program (University of Chicago, Booth School of Business) and my leadership positions with the ninth-largest bank in the world (Bank of America).Financial planning and analysis is an area of strength. I understand the organization’s strategy and develop reporting that facilitates executive decision making. Routine responsibilities include management of the month end close and forecasting. When providing periodic and ad hoc reporting, I proactively review outputs and communicate areas of interest. My ability to manage complex entities and ensure regulatory compliance has afforded me the opportunity to work on sensitive materials. ♦ I created and maintained documentation for compliance with Sarbanes-Oxley rules for GPI Funds. ♦ I reviewed reporting of Principal Investing Funds portfolio, ensuring accurate ledger information and projection of future revenue streams.Operational efficiency has been another focus throughout my career, ranging from managing existing policies to complex projects impacting large organizations. My goal when leading any team is to optimize performance; identifying waste in existing processes, developing solutions, and implementing adjustments. Recognized for these efforts, I have been given the opportunity to play a large role on special projects. ♦ One such opportunity had me leading the integration of acquired portfolios and offices into existing operations, effectively facilitating hiring, training and operations to ensure smooth transition with no service interruption.I pride myself on the development of talent. Beyond hiring, I proactively mentor team members and align their training opportunities with strategic goals. In several cases, I support a highly talented professional in their growth of project management and leadership skillsets.

Listed skills include Financial Analysis, Financial Modeling, Portfolio Management, Finance, and 12 others.