Jim Keller, Cpa Email & Phone Number

Indianapolis, In, Us

Cork, Ireland, Ie

Leveraged market knowledge and financial expertise to build a business case for Modular Data Center offering. The opportunity is worth $100m+ in the next couple years.Driving FP&A processes to our product development, product management, and engineering organizations for process efficiencies and optimizing our spend.Specialties:Chief Financial Officer, CFO, Controller, Director of Finance, VP of Finance, Director of Financial Planning and Analysis, VP of Financial Planning and Analysis, VP of Operations, Director of Operations, Project Management, Change Management.Key words:Financial reporting, project management, forecasting, budgeting, financial analysis, internal controls, accounting, operations management, financial systems, system conversion, cash management, capital budgeting, banking relationships, mentoring, training, strategic planning, conflict resolution, business process development, employee learning and development, due diligence, HR management, customer satisfaction, Hyperion enterprise, business process improvement, consolidation, US GAAP.

Cork, Ireland, Ie

Integrated strategy and planning activities to deliver 40 consecutive months at or above EBIT plan targets for Parts & Specialty.Delivered P&L results by improving margins on labor & material work by 440 bps or $22m.Managed and deployed the S&OP project which drove forecasting accuracy and discipline for our 160 service branches. Revenue and gross margin accuracy improved from 20% to 3%. CI for several other projects to drive additional EBIT opportunities.Proactively work with Service Operations VP and functional team to improve financial results consistent with operating plan commitments and objectives for each business.Instilled financial awareness of non-financial employees through training on pricing, sales methodologies, HR process redesign, financial metrics and interrelationships, asset management techniques, planning, forecasting and control procedures. Including developing / mentoring staff.

Cork, Ireland, Ie

Drove additional bottom line by creating new financial models, reporting, synergies, and improving communication between departments which reduced non value added work.Actively partnered with the general managers of the businesses to drive growth as per the plan.Provided a functional interface for the Parts & Specialty VP/GM and functional team to keep informed on BE business performance and current financial issues.

Cork, Ireland, Ie

Responsible for financial planning and forecasting for $6b organization.Instituted and trained on an HFM global deployment project.

Cork, Ireland, Ie

Contributed to several work stream conversions during the York acquisition.Accounting responsibilities for Service NA and Mexico.Responsible for all of Building Efficiency’s compensation plans.

Brought on board as a key member of new management team that led turnaround effort which resulted in an $11 million annual EBITDA improvement over my four year tenure. Executed key business strategies to expand business by obtaining private equity funding to acquire an SAP supply chain company.Developed monthly, quarterly, annual budgets/forecasts and KPIs. Increased billable utilization KPI from 45% to 65% resulting in an additional $400k of revenue annually.Implemented ERP system globally to streamline processes and run business more profitably.Created and prepared board of director packages, consolidated financials, due diligence activities, SEC filings, and various departmental reports.

Milwaukee, Wi, Us

Promoted to manage all aspects of daily operations and financial functions for large dental group practice with eight multi-specialty clinics, managed care insurance company, laboratories, 800 employees, 125 doctors, 350,000 patients, and revenues of $100 million. Slashed Care Plus insurance receivables by 60% in four months by implementing AR policies.Designed system to pay interest on LOC daily versus weekly, saving $50k interest annually.Led reviews of financial information with CEO, CFO, and operating staff.Development of accounting and office staff.

Milwaukee, Wi, Us

Promoted to engage in major systems conversion from RS6000 to AS400 and created a pc based network running on Windows NT.Defined, developed, created, and implemented network design, desktop application, visual basic programming scripts, reporting, training, and customer support.

Milwaukee, Wi, Us

Promoted to lead the accounting department and mentor the seven accounting professionals. Created financial reporting and budgeting models to allow “what if” scenarios reducing the time to see financial outcomes from a couple of hours to a few minutes.Automated manual processes to eliminate inefficiencies and reduce month end by two days.Managed audits, budgets, forecasts, and insurance issues.

Milwaukee, Wi, Us

Hired as part of an accounting team in a rapidly growing organization. Responsible for month end close, doctors payroll, and reporting.Go-to person for Macola software issues.Streamlined manual process.

Master Of Business Administration (M.B.A.)

Bachelor'S Degree, Accounting