James Iorio, Mba Email & Phone Number

New York, Ny, Us

• Formulate, monitor, and present Key Performance Indicators (KPIs) to senior leadership, providing comprehensive insights into the financial dynamics driving business success.• Established a dynamic 12-month rolling forecast process for surgical procedures, encompassing meticulous tracking of organic growth, base business, and attrition—a pivotal element contributing significantly to the company's revenue stream.• Effectively managed the Sales Team, introducing an innovative compensation plan designed to mutually benefit the company and sales representatives.• Champion the weekly sales call meetings, facilitating a comprehensive analysis of pipeline opportunities and ensuring accurate forecasting• Utilize the CRM system to establish and consistently maintain a monthly dashboard, enhancing the efficiency of sales operations by actively monitoring and tracking a range of key performance indicators (KPIs) for the business.• Generate monthly financial and statistical reports, conducting in-depth analyses to provide the business with a nuanced understanding of results and key drivers behind variances across critical metrics. This encompassed revenue, case volume, and selected P&L drivers for both the Sales and Operations Teams• Interface with associates across a wide horizontal and vertical spectrum within the company to answer questions about financial projections, reported results, key drivers and leading indicators, as well as disseminate financial information.

Perform year-end review of company’s financial applications and document processes and procedures to ensure compliance with GAAP and company accounting policies.Create standard monthly financial statements and dashboard.Perform regular financial analysis including variance analysis of actuals vs budget and prior quarters and recommend areas of improvement.Assist with the annual budget and forecasting process by working with the various leaders of the company.Manage accounts payable and receivable functions.

Investigated numerous franchise opportunities, including reviewing each franchise disclosure document (FDD).Consulted with Finance, M&S, Real Estate, etc., in addition to preparing business models to determine if ROI was valuable.Conducted extensive research and analysis of industry and market trends and made recommendations for business strategies accordingly.Reviewed Balance Sheets and Profit and Loss statements of existing franchises to determine health of business.Created a cost/benefit analysis on each business.Performed the necessary due diligence by holding weekly calls with existing franchise owners to determine their approximate start-up costs and overall satisfaction with their investment decision.

Promoted in 2009 to absorb the workload of the VP of External Reporting as part of a company-wide restructuring initiative. This promotion required me to seamlessly integrate additional responsibilities into my existing role, demonstrating my capacity to adapt to changing circumstances and effectively manage increased workloads. As part of my role, I was responsible for overseeing the monthly global close calendar across 6 business units (~ $1B in revenue) and deliverables to meet an 8-day consolidated accounting cycle. Supervised team of 20 employees, including handling all the hiring and training. Conducted monthly P&L, Balance Sheet, and detailed expense reviews by each business unit. Assisted in the preparation of financial statements, foot note disclosures, and management discussion and analysis (MD&A) in support of the company’s SEC reporting requirements.• Recognized for creating a strong work culture, resulting in low turnover rate, average seniority of staff is 10 years versus the average of the company being under 3 years.• Developed and delivered financial metric presentations, including outlook of financial position of business to the SLT.• Successfully integrated 5 acquisitions across all financial functions, including Accounting, Accounts Payable, Purchasing, General Ledger, Metrics, and Travel and Entertainment.• Produced and coordinated quarterly book close cycle, meeting all external auditors and bank covenant obligations, including review of All Investor relations presentations, Press releases and CEO / CFO Scripts.• Presented monthly financials to CFO and leadership team.

VP Internal Reporting 2007 — 2009Built entire Finance department from the ground up, including hiring, developing, and coaching. Coordinated and produced Finance, Facilities, Treasury, Purchasing and Accounts Payable budgets. • Drove cost reductions in each department by facilitating meetings with department heads. Examples of savings included the following: Supplies, Travel and Entertainment, Mobile Phones, Cleaning, Cafeteria Subsidy, Gym Fees, Utilities, and Headcount Reductions.• Provided monthly departmental expense reports to Senior Leadership team, revealing detailed analysis of actual results vs. budget.• Tracked and analyzed on a monthly basis numerous metrics which were included in Annual / Quarterly reports.

Provided leadership presence on cross functional team involving Business Case reviews. Prepared varying financial presentations that depicted actual results versus outlook and budget. Managed a staff of two.• Implemented sound methodology for planning process designated by country and department. Process included understanding “tops down” view driven from the CEO and CFO and then creating a “bottoms up” view in conjunction with defined targets.• Prepared Quarterly “Board of Directors Package” utilized by the CFO to relay financial message of company.• Guided and updated CFO (daily) regarding new business and forecasting trends. This data was compiled monthly illustrating company market position.

Coordinated entire outlook and budget process within Wireline segment, $3B in revenue and $600M in expenses. Managed, educated, and developed a staff of 3.• Prepared a concise presentation for the Wireline Product Portfolio review by working with Corporate Strategy and Product Leadership Groups, assisting upper management in understanding how to maximize longer term financial performance.• Provided guidance to Wireline Sr. leadership on financial outlook, while identifying potential areas of exposure with recommended action plans.• Produced monthly executive outlook package with detailed analysis of total Wireline’s financials broken out by Product Group.• Assisted in driving best-in-class internal controls for Wireline. Participated in the Sarbanes Oxley meetings assessed risk and developed mitigating controls when appropriate.• Prepared numerous financial presentations that depict actual results versus outlook and budget.• Provided financial information on the plan and outlook for the Business Performance Results package which was used by the President of Wireline to present results to CEO and CFO.

Coordinated the entire outlook and plan process within $5B Wireless segment and across the Lucent organizations. Managed, educated, and developed a staff of 4.• Provided guidance to Wireless Senior leadership on financial outlook, while identifying potential areas of exposure with recommended action plans.• Produced a monthly executive outlook package with detailed analysis of total Wireless’s financials broken out by Business Leadership Group.• Led the Sales team, Product teams, and regional controllers in formulating the 2004 financial plan.• Prepared concise presentations that depict actual results versus outlook and plan.• Provided financial information on the plan and outlook for the Quarterly Business Results package.

Provided end-to-end financial support, including actuals, budgets, and outlooks for the $5B Advanced Mobile Phone System (AMPS) business unit within the Wireless Division. Managed, educated, and developed a staff of 4.• Participated on the VP of Sales Weekly Mobility call, synthesizing information for detailed explanations of revenue by customer to Corporate.• Forecasted, managed, and tracked SW Capitalization ($143M Budget for FY 2003) by release.• Reviewed and approved AMPS capital requests — budget of $25M for FY 2003.• Worked closely with Bids and Proposal group in directing the correct financial percentages to be used to generate the business case and reviewed the case for approval.• Presented monthly financial results to the AMPS Leadership team.

Bachelor Of Science - Bs, Marketing

Master Of Business Administration - Mba, Corporate Finance