Robert James Email & Phone Number

Wayne, Pa

* Led the initiative to evaluate and change the coding of the Capital Markets business unit transactions in the general ledger in order to better align external and internal reporting * Member of management team and responsible for the creation of the financial packages used during the monthly/quarterly business reviews with the CFO of SunGard Data Systems * Responsible for all aspects of the implementation, management and development of the forecasting and budget processes

Wayne, Pa

* Manage and maintain 5 year planning model including balance sheet, cash flow and debt/interest payment projections  * Assist in the preparation of the Quarterly Earnings Release  * Created budget/3 year plan presentation used by the CFO in his plan review with SunGard Data Systems Board of Directors * Responsible for the development and implementation of systems, processes and tools that enhance the quality and availability of financial and operational information to drive business performance * Created an FX translation report to capture YTY actual and forecasted impact of fx rate fluctuations on SunGard Financial Systems results

Wayne, Pa

* Enhanced/maintained rolling multi-year P&L models for multiple business segments * Created flexible “what if” functionality that allows for various operating scenarios to be evaluated by senior management  * Worked closely with senior management in the development and support of their annual revenue, expense and headcount plans * Implemented SAP (formerly OutlookSoft) Business Planning and Consolidation Software  * Developed and managed positive long-term relationships with the business unit finance heads and segment CFO’s in support of their ongoing financial needs

Wayne, Pa

* Created financial package used by business units in their quarterly business reviews with senior management and outside audit team * Created multiple standard reports and meaningfully key performance measures that were used by the division CEO and CFO to analyze business performance  * Responsible for the monthly forecast process providing senior management with monthly and quarterly forecasts, including detailed walks and variance analysis  * Provided analysis and due diligence assistance in identifying, evaluating and integrating acquisition candidates  * Supervised performance and development of one Financial Analyst

Philadelphia, Pa

* Responsible for all aspects of internal and external reporting for an international business unit with operations in over 15 countries  * Member of team that implemented a centralized Sarbanes-Oxley testing and documentation function * Managed foreign currency accounting policy and adherence to FAS 52 * Supervised performance and development of two Financial Analysts

Philadelphia, Pa

* Created P&L and headcount models along with providing variance analysis * Standardized monthly reporting package across 12 business units * Responsible for the reconciliation of intercompany balances among 100 legal entities