Jim Strand, Mba Email & Phone Number

Washington Dc-Baltimore Area

As the Deputy CFO at the Maryland Transit Administration, I provide financial leadership and strategic analysis that supports MTA's core mission and informs our major business decisions. My role encompasses a comprehensive approach to fiscal oversight, including the assessment of operational impacts on capital projects, the evaluation of service adjustments, and the management of operating expenses and labor contracts.• Strategic Fiscal Policy & Forecasting: Developing and refining fiscal policies and six-year financial forecasts, ensuring budget adherence and operational efficiency.• Process Innovation: Designing and implementing new processes and reporting tools that improve expense management and financial visibility.• Regulatory Compliance: Managing compliance with state and federal regulations, financial systems security, and adherence to budget timelines.In addition to overseeing MTA’s fiscal policies, I lead a 4-person Payroll Department and a 5-person Budget and Reporting Department, fostering a collaborative environment to achieve excellence in payroll accuracy and comprehensive financial reporting.

Washington, District Of Columbia, United States

Lead role in multi-unit retail organization including capital formation, acquisitions, financial operations, staffing recruitment, retail pricing, supply chain & category management. Implemented cloud based ERP, POS, and eCommerce platform managing remote IT Resources• Successfully implemented and scaled Fulfillment Center operation• Outsourced and managed Bookkeeping & Tax reporting resources• Lead organization through 4x revenue and 8x net income growth in very challenging operations cycle• Developed processes and procedures utilized in management succession

Crystal City, Virginia

Collaborating with Executive VP of Hotel Finance on several improvements to existing processes, procedures, and reporting tools utilized in managing $3B Hotel Management Organization. Planning and executing on several TM1 projects enhancing and accelerating monthly close and reporting processes supporting Private Equity investor and understanding of business performance. • Improved financial operations through documentation and execution of reporting packages• Providing thought leadership, and implementation of improved financial reporting and analysis• Automated distribution of Monthly Performance Scorecards to management team using VBA

Bethesda, Md

Collaborating with CFO on new Forecasting and Planning Performance Management System to be utilized in 2.6B Organization. Planning new cloud based, center led, driver based annual planning and rolling forecast system. Finance and project manager leading implementation to be utilized across North American portfolio of Airport and Motorway operations with over 100 users. Subject matter expert & project team leader on Labor Management Matrix Team working on continuous improvement across enterprise. Perform monthly business performance reviews of 7 operating divisions. • Improved financial operations through industry benchmarking and enhanced data planning and analysis methodology

Rockville, Md

Lead role in reengineering corporate performance management system used in managing 160 Branch Portfolio. Built an automated scorecarding system utilizing VBA programming to generate scorecard reports comparing monthly performance against budget and prior year. The scorecard is the foundation for monthly operating reviews and the platform for building a data driven organization striving for continuous process and capability improvement.• Implemented monthly performance management scorecard and reporting systems• Support CFO with quarterly review packages for private equity investors and board meetings• Support COO with the monthly business performance review of 14 operating divisions• Rollout performance management initiatives impacting all business units• Improved financial operations of HQ through enhanced data analysis and communication

Bethesda, Md

Lead role in reengineering financial record keeping and reporting processes for 46 core real estate properties. Developed and implemented Visual Basic Application used in converting and integrating third party trial balances into Journal Entries for parent company's General Ledger. Built reporting system which consolidates monthly financial performance and leads the quarterly close process. Assembled executive quarterly review package and detailed monthly statements to enhance portfolio management. The new systems simplified the monthly record keeping, consolidated the financial performance measurement, and built a foundation for improved asset and investment management for parent company.

Rockville, Md

Lead asset identification and enhancement for optimum revenue potential, detailed market analysis, comprehensive redevelopment plans, market opportunities, consultant teams of architects, engineers, marketers, and legal counsel, construction document development, business plans, investment committee presentation, construction activities, cross-functional evaluation of return on investment (ROI), research and analysis across construction, marketing, and operations teams, financing options selection, and tax implications assessment for projects. Instrumental role in redevelopment plans, senior management meetings, portfolio assessment, investment analysis, value creation, revenue increases, and asset value.

Rockville, Md

Headed financial operations for apartment communities totaling 12,000 units and 34 community and regional managers, competitive rental rates, revenue goals, monthly distribution of lease renewal offers, leasing revenues, and senior management business reviews. Integral role in sales growth year over year (YOY), pricing processes, key systems streamlining and upgrades, marketing, promotions, renewal business, offer standardization, process reengineering, management and revenue forecasting systems implementation, change management, and business critical problem solving.

Potomac, Md

Retail management systems subject matter expert supporting multiple business areas, process improvement and implementation, systems overhaul, pricing and operations systems, and quarterly retail pricing project for 4,000 products in 8 markets. Critical role in time savings, labor scheduling automation, competitive analysis database reporting system, retail pricing changes for key products at competitive retailers, distribution partner supply chain controls guidelines, and management buy-in for cost-saving projects.

Pleasanton, Ca

Led programmer and analyst teams, sales reporting and sales initiative performance systems standardization and improvement, team member coaching, project alignment, and planning / sales efforts for meat and seafood business. Major role in sales automation solutions development, key business drivers, and performance measures.

Lanham, Md

Managed salary targeting and reporting systems for retail business, training and development for retail management team, labor standard budgets, labor data management, union contract analysis and negotiation, cost savings projects, financial analysis, and support for corporate initiatives. Key role in cost savings, warehousing labor standards for new distribution center, retail line length reduction, business development, and subject matter expertise in cost management.

Mba, Finance & Investments

B.S., Industrial Engineering