Stephen Jamison Email & Phone Number

Round Rock, Tx, Us

Palo Alto, Ca, Us

Palo Alto, Ca, Us

Round Rock, Texas, Us

Round Rock, Texas, Us

Round Rock, Texas, Us

Round Rock, Texas, Us

Round Rock, Texas, Us

• Led complete acquisition process for SecureWorks, Kace Networks, and Ocarina Networks.• Led strategic projects including articulation of decision rationale, project recommendation presentations, valuation and other complex financial analytics, Business Unit Leader presentations, negotiation of business terms, and direction of due diligence on a broad range of activities (acquisitions, divestitures, investments, warrants, strategic assessments). • Served as primary point of contact across wide range of external parties and internal functions related to projects including: management of target companies; investment banks; Tax, Legal, Accounting, Risk Management, HR, Investor Relations, and Corporate Communications departments. • Evaluated over 40 inbound acquisition or investment opportunities requiring various levels of internal discussion, evaluation, and communication with investment banks and management of representative companies.

Round Rock, Texas, Us

• Managed preparation of succinct Operations Review presentations and Board of Directors presentations; Included extensive executive reviews to clearly illustrate the performance and initiatives of DFS.• Drove consolidated DFS Outlook and Forecast process.• Co-managed first Strategic Plan process for DFS with good success and complicated coordination of 3 businesses and all executives. • Reorganized direct report responsibilities to balance workload and introduce development opportunities to team.

Round Rock, Texas, Us

• Implemented Dell Financial Services joint venture extension including buyout process and purchase price formulation. Responsibilities included management of the joint venture rights of each parent. • Revised and improved portfolio P&L methodology and production process. Output allowed DFS to compare performance to industry to establish strengths/weaknesses. Provided basis for valuation of partnership. • Additional projects included building multi-year business unit portfolio P&L projections; development of global reporting process including 3 businesses within 26 countries and 6 regions; development of methodology, models and process to evaluate lifetime economic projections on originations for specified time periods.

Round Rock, Texas, Us

• Managed $400 million Global Segment P&L with customer base comprised primarily of Fortune 500 companies. • Segment responsibilities included management of pricing, financial planning and analysis, financial and business controls, financial reporting, and monthly, quarterly and annual forecasting. Cross-segment functional responsibilities included pricing and liaison with DFS End of Lease Business Development and Finance.• Responsible for redesigning, implementing continuous improvements, and maintaining the integrity of the DFS lease pricing model. Over $2 billion in pricing proposals were presented using the model.

Round Rock, Texas, Us

• Managed $150 million originations Public Segment P&L with customer base comprised of Education institutions, Healthcare entities, and Governmental entities.• Responsibilities included management of financial planning and analysis, pricing, financial controls, budgets, expenditure approvals, reporting, and monthly, quarterly and annual forecasting. Drove P&L to net income exceeding 150% of plan by strategically pricing transactions and managing expenses.• Negotiated and implemented a municipal tax-exempt receivables purchase agreement that improved the company’s ability to compete in a market that added over $50 million in incremental annual originations.

Charlotte, Nc, Us

Managed commercial real estate banking relationships representing more than $24 million in loan exposure and $450,000 in annual portfolio revenue with 100% customer retention.

Charlotte, Nc, Us

Managed construction portfolio representing in excess of $58 million in loan exposure while ensuring the security of bank collateral resulting in 100% performing loans in personal portfolio.

Charlotte, Nc, Us

• Performed analysis of commercial credit relationships and facilitated credit underwriting.• Analyzed and presented significant credit relationships to Executive Board of Directors.• Developed and managed corporate campaigns for United Way's 1995 fundraising campaign, resulting in a 30 percent contribution increase. Conducted in excess of 40 corporate presentations.

Mba, Finance, Investments, Risk Management, International Business

Bsba, Finance