Tommy James Email & Phone Number

Charlotte, Nc, Us

Getting back in the game with some Planful projects while I explore options for what might come next! Let me know if I can be of assistance…even if it is just for fun! 😎

Effective June 17, 2023: Taking the summer off with my wife (school teacher). Primary goal will be NOT working and NOT thinking about work until the Fall of 2023....:) Actively working on the list of things to do, but so far includes...--Projects around the house--Travel, Hiking, Fishing, other outside stuff--Set and Hit some new exercise/health goals--Visit w family & friends...ping me if you end up in the Charlotte area!--Books to Read--Pondering what I might do next career-wise--Helping customers and fellow consultants solve mad-scientist problems...JUST FOR FUN...:)!

Pleasanton , California, Us

Working with the Cogenics EPM team to grow and evolve the EPM practice by supporting implementations and post implementation support for our customers.

San Francisco, California, Us

Planful is the leader in cloud-based enterprise performance management (EPM) offering a suite of financial applications for planning, modeling, consolidation, reporting, and analysis. As a Solution Architect, my responsibilities include the following:Customer Success - Principal Solution Architect - Jan 2020 to Sep 2022Worked closely with multiple Customer Success Managers to support Planful customers and assist in helping them to evolve and improve their Planful implementations.Professional Services - Feb 2012 to June 2020 --Principal Solution Architect - July 2016 to June 2020 --Senior Solution Architect – Aug 2014 to June 2016 --Solution Architect – Feb 2012 to Aug 2014Services Engagements - On average lead 6-7 implementations per year to understand client requirements and configure Planful to efficiently and effectively support those requirements within Planful Structured Planning and Dynamic Planning modules.Sales Support - Assist sales account managers to close opportunities by leading clients through scoping discussions, drafting the resulting SOW, and reviewing/finalizing the SOW with clients.

HyNote is a professional services company focused on finance technology projects. As a founding partner, my responsibilities included the following:-- All pre and post sales activities-- EPMCloud.com (see project description) -- Back-office operations including accounting, customer billing & collections, accounts payable, information technology, and legal.

Fort Lauderdale, Fl, Us

Signature Consultants is a national firm that provides technology-staffing solutions to its customers. As a customer of HyNote, I assisted Signature to prepare a response to their customer’s RFP regarding an Oracle EPM upgrade (Hyperion 9.3 to Oracle EPM 11.1.2.0.0). I subsequently engaged full-time to assist Signature to evaluate and develop their opportunity to create a management consulting division known as Signature Solutions with the objective of diversifying their service offerings to customers and increasing margins.

Los Angeles, Us

Key member of the strategic account team supporting several large, public financial services companies. For fiscal year 2006, we delivered 220% of license and 150% of consulting services quota. Primary objective was to ensure Hyperion effectively supports these customers, thereby enhancing our positioning in future software sales and consulting services opportunities.

Charlotte, Nc, Us

Part of service delivery management group whose primary role is to act as liaison between the Brokerage (LOB) and various IT teams. Primary role was to coordinate project activities involving technical, functional, and/or vendor resources.Projects included the following:-- Implementation of Geac MPC/AS (utilizing Microsoft Analysis Services) to deliver financial reporting, planning, and analysis tools to 150-200 users.-- Participate on data infrastructure project team to support the transition of Fleet brokerage operations to the Bank of America systems.-- Lead project team in initial phase of developing a data warehouse to support management reporting for the brokerage business.

Charlotte, North Carolina, Us

Managed the activities of 7 auditors (5 operational and 2 IT). Position reported to Johnny Belk, President of Finance, Systems, and Operations. Key activities included the following:-- Engaged Price Waterhouse Coopers to assist in performing an enterprise wide risk assessment and develop a roadmap for future audit activities.-- Redesigned the store audit program to more effectively select stores for audit and improve the method for delivering results to stores/divisions.

Charlotte, North Carolina, Us

Support controllers department (100 users) with emphasis on improving departmental use of technology, acting as a liaison with the MIS department, developing/maintaining applications not supported by the MIS department, and leading process improvement initiatives within the group.Operational Activities-- Administer all aspects of all Essbase applications-- Maintain/develop financial reporting system (Essbase, Hyperion Report Writer, Excel)-- Support annual planning and budgeting processesProject Activities - See specific projects attached to this role.

Charlotte, North Carolina, Us

Point of Sales Lease Project – Developed technology solution and accounting process to consolidate bookkeeping and invoice approval for approximately 2,500 lease supplements (capital leases) covering 200+ locations and representing monthly billings of $500,000.Project Unity – Supported automation of reporting process in support of SEC filings to consolidate 112 corporations and 550+ shareholders to a single corporation. Developed and managed Essbase database and related Excel/VBA based reporting processes.Support annual/monthly budgeting and financial reporting processes.

Created the finance/accounting department for this small real estate firm and moved the finance and accounting operations in house from an external provider. Responsible for all aspects of finance and accounting, reporting directly to the owners.

New York, Ny, Us

Progressively increased responsibilities on audit projects from staff auditor to supervising senior. Focused primarily in the financial services vertical on banking and insurance clients.