Jim Wagener, Mba Email and Phone Number
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Extensive experience in strategic planning, operations and capital budgeting, debt and equity financing, investor relations and internal/ external financial reporting (SEC). Known for creating new functional areas where none existed before, and building financial processes that withstand the transition from private to public companies. Proven ability to excel in dynamic and demanding environments in public and private equity owned companies. Business advisor with strategic vision, leadership, communication, and organizational skills. • Experience across multiple industries, company sizes and M&A integration. • Demonstrated abilities to identify and develop new opportunities, increase profit contribution, cost reduction through leveraging cost efficiencies and productivity improvements using process automation. • CPA, Executive MBA, Marine Corps Veteran, and Ironman Triathlon competitor with proven financial and management track record providing dynamic and results-driven leadership.• Please feel free to reach out and see how we can help each other; jwagener1029@gmail.comSpecialties: Private Equity | IPO Launch | Integration | Capital Management | Debt / Equity Financing | Budgeting | Investor Relations | M & A | General Ledger Management | Financial Modeling | SEC Reporting | Gross Margin Improvement | Global Business | Board & Audit Committee | Product Profitability Analysis | Cost Reduction Initiatives | Financial and Strategic Planning | Internal Controls / Sarbanes-Oxley | Banking Relationship and Compliance Management | Variable Compensation Plan Design | Leadership | Mentoring | CFO | FP&A
Hydrocorp (Cross-Connection Control - Backflow Prevention - Piping Schematics )
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Chief Financial OfficerHydrocorp (Cross-Connection Control - Backflow Prevention - Piping Schematics ) Jun 2023 - PresentTroy, Mi, Us
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Vice President FinanceZipari Mar 2022 - May 2023Indianapolis, Indiana, Us -
Vice President FinanceLitera Microsystems Mar 2020 - Feb 2022Chicago, Illinois, UsProvide oversight and quality assurance for all finance and accounting functions, along with mentoring and leading a global team, leading financial monthly, quarterly, and long-term forecasts, annual budgeting process. Strategic advisor across the business. • Served as interim CFO and FP&A Director while those positions were vacant, allowing the finance function to operate with minimal disruption while under resourced.• Led finance integrations from various acquisitions, resulting in minimal disruption to the business and improved customer satisfaction. • Identified and implemented cost savings to mitigate bookings shortfall during 2020 pandemic resulting in achieving 2020 budget EBITDA.• Implemented 13-week rolling cash forecast cadence to identify, and act upon, any risks to short-term liquidity.• Overhauled manual forecasting process to make it dynamic, resulting in more timeliness and accurate forecasts; ultimately identified automated forecasting tool that is being implemented in 2021.• Launched finance shared services center in Ahmedabad, India to drive operational efficiencies within the department, allowing onshore team to focus on value-add activities. This was successfully accomplished during the pandemic. • Drove pro-forma M&A forecasts that were presented to lenders resulting in new capital to fund the acquisitions. -
Director Financial Planning And AnalysisCambium Networks 2015 - Mar 2020Rolling Meadows, Il, UsRecruited to create FP&A function from scratch. Built team and processes that successfully transitioned business from private to public. Led financial monthly, quarterly and long-term forecasts, annual budgeting process, quarterly external guidance and as a strategic advisor across the business. • Member of core IPO readiness team that drove successful public offering in June 2019, raising $70 million in new capital; acted in investor relations (IR) capacity communicating Cambium’s value proposition with sell-side analysts until permanent IR function was established.• Led acquisition financial due-diligence and long-term financial planning, resulting in first acquisition; post transaction responsibilities included key finance member on valuation team and continued measurement of financial performance against business case.• Received 2018 “Cambium Star” award for development of best in class forecasting processes for Initial Public Offering; this annual award given to less than 5% of workforce and is voted on by executive team• Developed and implemented monthly spending review process with functional leaders, resulting in identification of risks and opportunities in a timely manner; this information was main input into the earnings guidance and rolling forecasts. Prepared quarterly Board of Directors financial reporting.• Key member of five debt refinancing transactions resulting in more favorable debt terms and cash available to drive growth.• Restructured annual budgeting process, resulting in more efficient process that utilized fewer resource hours and improved flexibility. This enabled improved visibility to decision outcomes. -
Corporate ControllerCleversafe 2013 - 2014Managed all accounting functions and staff including internal control compliance, general ledger management, accounts payable, accounts receivable, treasury and forecasting. • Analyzed all sales contracts to determine proper revenue recognition that resulted in zero audit adjustments during the annual audit.• Designed a process that calculated monthly and quarterly revenue and gross margin forecasts that were communicated to the senior leadership team on a weekly basis. • Developed formalized procedures for collections of overdue customer receivables resulting in timely cash collections and improved customer satisfaction.• Implemented direct deposit process for travel and entertainment expense reimbursement that resulted in improved accuracy of expense reporting and improved employee morale. • Chaired the quarterly audit committee meetings and shifted focus from operational review to accounting policies and IPO readiness.• Managed the monthly closing of the general ledger in a timely manner leading to monthly reporting of operating results to the leadership team.
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Financial Planning And Analysis ManagerIbm 2011 - 2013Armonk, New York, Ny, UsManaged all global budgeting and forecasting activities for the SPSS brand after acquisition by IBM. Collaborated with senior management, financial analysts and line managers to develop revenue and expense forecast.• Retained during acquisition of SPSS by IBM as a key member of the finance team.• Managed regular finance reviews, including variance analysis and scorecard, and then presented to senior management highlighting key metrics and identifying risk and opportunities to the outlook (SWOT analysis).• Developed and provided a weekly measurement system and root cause analysis for new software as a service (SaaS) offerings against business cases to the leadership team. • Conducted a productivity analysis of sales channels and presented the findings and recommendations for improvement to the senior financial and sales leaders. • Created financial models that operational leaders utilized to calculate the short-term and long-term opportunity costs of multiple business decision scenarios. • Nominated and accepted into IBM’s Trusted Business Advisor training program. -
Director Of Revenue AccountingSpss 2007 - 2010Directed revenue reporting for SPSS North America operations covering annual revenue of $150 million including both the accounting and business review of customer contracts. Lead a team of eighteen professionals responsible for recording revenue, manual accounting entries, account reconciliations, cash collections and customer billings. Also worked with the sales team on complex revenue transactions to maximize revenue recognition. • Analyzed all sales to ensure the proper revenue recognition. • Created and implemented a consolidated revenue-forecasting tool that compiled new sales, foreign exchange rate fluctuations and effects of deferred revenue to provide more accurate forecasts. • Managed an internal control environment resulting in zero significant deficiencies noted during annual audits. • Developed procedures across multiple functions to condense the monthly close into two days from the previous six days.• Served as Controller for Canada branch with full general ledger responsibility covering annual revenue of $15 million.
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Manager Of Financial ReportingSpss 2005 - 2007Responsible for the 10-Q/10-K filings with the SEC and preparation of internal reporting packages distributed to senior management. Oversaw the domestic disbursements function and a Senior Accountant that was responsible for the capitalization of software development costs, stock option accounting, SEC reporting and other financial reporting/ accounting responsibilities.• Researched new accounting regulations and implemented internal policy changes in a timely manner to ensure that current accounting and financial reporting policies were compliant with regulations.• Successfully adjusted procedures when company moved to Large Accelerated Filer status.• Identified cost savings opportunities that contributed to operating margin improvement of 17% from 13%.
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Senior AccountantSpss 2004 - 2005Assisted the Accounting Manager with the preperation of the 10-Q/ 10-K. Conducted a review of the fixed assets and implemented a new system that was more accurate and efficient. Assisted with the evaluation of the Company’s internal controls to ensure the Company was compliant with Sarbanes-Oxley requirements. Reconciled assigned accounts on a monthly basis. Managed stock option accounting and reporting process. Researched authoritative Accounting guidance and documented proper Accounting treatment for the issuance of Restricted Share Units.
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Senior Investment AccountantAon 2001 - 2004London, GbInvestment Reporting, January 2003 – October 2004 Prepared supporting schedules for the consolidated investment sections in the SEC filings including schedules supporting investment position and unrealized gain/ loss, investment cash flows and investment income. Prepared Investment Committee financial packages that included analysis of Aon’s stock and bond performance. Developed financial models to analyze and forecast financial data relating to various projects. Limited Partnerships and Other Investments Accounting, June 2001 - December 2002Managed all Accounting transactions for a portfolio of eighty-two limited partnerships on a GAAP and Statutory basis. Assisted in the securitization of a $450 million limited partnership portfolio into a Qualified Special Entity and managed the general ledger for that special purpose entitiy. -
Senior AssociateDeloitte 1999 - 2001Worldwide, OoPerformed auditing procedures and evaluated the internal control environment for clients in a variety of industries including financial services, manufacturing and real estate. Supervised the implementation of SFAS 133, accounting for derivatives, into the daily investment operations of a Fortune 500 company. Continuously met and exceeded deadline requirements. Operated at a “Senior” level during certain audit engagements. -
InfantryUnited States Marine Corps 1991 - 1995Washington, Dc, UsAppointed Squad Leader by superiors, and managed 12 Marines. Participated in Operation Southern Watch in the Iraq region and Operation Restore Hope in Somalia. Provided armed security for government sites. Awarded Marine of the Quarter, summer 1994, ranked number one Marine for discipline, dedication, leadership and knowledge.
Jim Wagener, Mba Skills
Jim Wagener, Mba Education Details
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Gies College Of Business - University Of Illinois Urbana-ChampaignExecutive Mba -
Northern Illinois UniversityAccountancy
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Hinsdale South High School
Frequently Asked Questions about Jim Wagener, Mba
What company does Jim Wagener, Mba work for?
Jim Wagener, Mba works for Hydrocorp (Cross-Connection Control - Backflow Prevention - Piping Schematics )
What is Jim Wagener, Mba's role at the current company?
Jim Wagener, Mba's current role is Private Equity backed CFO| Strategic Business Partner | EBITDA Growth | Marine Veteran | Growth Mindset.
What is Jim Wagener, Mba's email address?
Jim Wagener, Mba's email address is ji****@****rks.com
What schools did Jim Wagener, Mba attend?
Jim Wagener, Mba attended Gies College Of Business - University Of Illinois Urbana-Champaign, Northern Illinois University, Hinsdale South High School.
What are some of Jim Wagener, Mba's interests?
Jim Wagener, Mba has interest in Cooking, Collecting Antiques, Electronics, Traveling, Exercise, Home Improvement, Diet, Reading, Crafts, Fitness.
What skills is Jim Wagener, Mba known for?
Jim Wagener, Mba has skills like Financial Reporting, Accounting, Forecasting, Internal Controls, Finance, Sarbanes Oxley Act, Leadership, General Ledger, Financial Modeling, Financial Statements, Variance Analysis, Auditing.
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