Sandy James Email & Phone Number
@creativeplanning.com
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Who is Sandy James? Overview
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Sandy James is listed as Risk Management Account Manager at Creative Planning Inc., a with 631 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Sandy James.
Sandy James previously worked as Account Executive - Benefits Counselor at Colonial Life and Business Owner ➤ Director of Operations at Cookies By Design. Sandy James holds Bachelor Of Business Administration (B.B.A.), Business Administration, Management And Operations from Wichita State University.
Email format at Creative Planning Inc.
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About Sandy James
Sandy James is a Risk Management Account Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services.Creative Planning currently manages over $38 billion for clients in all 50 states and 2 territories.SpecialtiesWealth Management, Investment Management for Individuals, Businesses and Charities
Listed skills include Operations Management, Team Leadership, Customer Service, Budget Management, and 22 others.
Sandy James's current company
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Sandy James work experience
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Account Executive - Benefits Counselor
Business Owner ➤ Director Of Operations
Embracing an entrepreneurial opportunity to run my own business, I acquired a Cookies by Design franchise and built it from the ground up, creating the vision and strategic plans, managing all operations, and holding full P&L accountability, as well as eventually negotiating the successful sale of the business.SELECTED HIGHLIGHTS:➤ Recruited and supervised an exceptional team, including contracted delivery drivers and holiday staff, including cookie artists, customer service representatives, and bakers.➤ Drove sales growth through persistent follow-up on leads, including a sizable contract that resulted in $50,000+ in revenue over 3 years. Formed strategic partnership with 1800flowers to create new revenue stream that increased annual sales significantly.➤ Relocated business with no interruption of daily operations, resulting in elevated brand awareness and 50% higher over-the-counter sales.➤ Hand-picked to join the Cookies by Design Franchise Advisory Board, serving as a liaison with the franchise office to improve relationships with franchisees.➤ Improved brand reach by convincing franchise office to train franchise owners in social media marketing to promote the business.➤ Influenced reinstatement of Regional Quarterly CEO Meeting to share critical information on past performance, upcoming events, and future plans with franchisees.➤ Delivered exceptional customer service, fostering customer-centric team mindset.
Accounting Manager
In this role, I assisted the Controller with accounting and financial reporting to ensure accurate and appropriate financial statements and accounting transactions, as well as managing close-out of monthly, quarterly, and yearly financials and external audits in adherence with Sarbanes Oxley requirements and internal policies. SELECTED HIGHLIGHTS:➤ Recruited and managed high-performance team of 6 accountants, accounts payable, and accounts receivable staff.➤ Collaborated with HR to create a revised pay-scale plan to attract both entry-level accountants and experienced professionals to reduce high staff attrition rates in the accounting department.
Financial Analyst
Reporting directly to the Vice President of Finance, I performed financial analysis, FTE reporting, audits, journal entries, account reconciliations, and special assignments as needed.
Revenue Accounting Manager | Credit Manager
Over the course of my 20+-year career with the Wichita Eagle-Beacon Publishing Company, I rose through the ranks, ultimately serving as the liaison between the Accounting and Advertising departments. In this role, I managed the financial reporting for the advertising, online, and commercial print revenue areas representing more than 80% of total company revenue, as well as overseeing a billing department comprised of 6 cashiers, accounting clerks, and billing specialists accountable for:» Invoicing» Contract management» Account maintenance» Credit & Collections» Internal reporting» Program and project management» Budget management» Collection performanceSELECTED HIGHLIGHTS:➤ Championed numerous system implementations, upgrades, and modifications to improve operations. Submitted change requests to IT, conducted pre-launch tests of system modifications and trained staff on new systems.➤ Developed documentation to comply with established SOX control objectives, conducted reviews, and implemented changes to policies and procedures to maintain compliance.➤ Partnered with programmers to develop and implement new billing system to improve efficiency and eliminate manual processes.➤ Led taskforce in revamping pre-pay initiatives, resulting in significant annual savings.➤ Served on the Classified Section Redesign Team that drove $300,000 in additional revenues by recommending operational improvements.➤ Delivered outstanding results with low write-off rate by developing sound credit policies, aggressive collection strategies, and effective communication with delinquent account-holders.
Billing Manager
In this leadership role within the billing department at this Kansas-based newspaper publishing company, I managed 10 staff members, including advertising billing, accounts receivable, cashiers, and front counter customer service representatives. I was instrumental in bringing a custom accounts receivable system online, working with programmers to design, test and implement the system.★ PREVIOUS ROLES AT WICHITA EAGLE-BEACON ★➤ Advertising Statistical Analyst➤ Accounts Payable Assistant➤ State Subscriber Pay-By-Mail Supervisor➤ City Subscriber Pay-By-Mail Clerk.
Colleagues at Creative Planning Inc.
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Jason Mcgee
Colleague at Creative Planning Inc.Kansas City, Kansas, United States
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Wyatt Lindsey
Colleague at Creative Planning Inc.United States
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Stacia Miller, Mba
Colleague at Creative Planning Inc.Kansas City Metropolitan Area, United States
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James Pak, Cfp® Awma®
Colleague at Creative Planning Inc.El Dorado Hills, California, United States
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JM
Jeremy Myrum, Mba, Cfp®
Colleague at Creative Planning Inc.Minneapolis, Minnesota, United States
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Alexander Moore
Colleague at Creative Planning Inc.Kansas City, Missouri, United States
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Taher Ali
Colleague at Creative Planning Inc.La Mesa, California, United States
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Mark Cohen
Colleague at Creative Planning Inc.Vienna, Virginia, United States
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Brittney Sexton
Colleague at Creative Planning Inc.Harrisonville, Missouri, United States
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Joseph Healey, Cfp®
Colleague at Creative Planning Inc.Shawnee, Kansas, United States
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Sandy James education
Frequently asked questions about Sandy James
Quick answers generated from the profile data available on this page.
What company does Sandy James work for?
Sandy James works for Creative Planning Inc..
What is Sandy James's role at Creative Planning Inc.?
Sandy James is listed as Risk Management Account Manager at Creative Planning Inc..
What is Sandy James's email address?
AeroLeads has found 1 work email signal at @creativeplanning.com for Sandy James at Creative Planning Inc..
Where is Sandy James based?
Sandy James is based in Overland Park, Kansas, United States while working with Creative Planning Inc..
What companies has Sandy James worked for?
Sandy James has worked for Creative Planning Inc., Colonial Life, Cookies By Design, Concorde Career Colleges, Inc., and The Kansas City Star.
Who are Sandy James's colleagues at Creative Planning Inc.?
Sandy James's colleagues at Creative Planning Inc. include Jason Mcgee, Wyatt Lindsey, Stacia Miller, Mba, James Pak, Cfp® Awma®, and Jeremy Myrum, Mba, Cfp®.
How can I contact Sandy James?
You can use AeroLeads to view verified contact signals for Sandy James at Creative Planning Inc., including work email, phone, and LinkedIn data when available.
What schools did Sandy James attend?
Sandy James holds Bachelor Of Business Administration (B.B.A.), Business Administration, Management And Operations from Wichita State University.
What skills is Sandy James known for?
Sandy James is listed with skills including Operations Management, Team Leadership, Customer Service, Budget Management, Financial Management, Project Management, Strategic Planning, and Workflow Planning And Prioritization.
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