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Consulting professional with 25+ years of experience delivering solutions to customers (internal and external) primarily within the finance function of large organizations. Experience includes 15+ years as an external solution provider actively involved in pre/post sales delivery activities for software and consulting organizations. Primary industry exposures are financial services (10+) and retail (8+). My objective is to continue to leverage my experience and ability to combine problem solving, analytical, business, and technical skills to develop, oversee, and/or implement solutions that improve processes and solve problems for my customers.Specialties: The Impossible; Bringing Order to Chaos; Management Reporting, Planning, Business Intelligence & Data Analysis (17+ yrs); Technical Sales & Solution Delivery; Project Management (18+ yrs); Operations (accounting, customer billing & collections, accounts payable, payroll/personnel, information technology, marketing, and legal); Finance Technology Solutions
Jamesotw Llc
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Jamesotw LlcCharlotte, Nc, Us
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Solution ArchitectJamesotw Llc Sep 2023 - PresentGetting 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! 😎
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Health And Well-BeingCareer Break Jun 2023 - Aug 2023Effective 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...:)!
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Solution ArchitectCogenics Consulting Group Inc Oct 2022 - Jun 2023Pleasanton , California, UsWorking with the Cogenics EPM team to grow and evolve the EPM practice by supporting implementations and post implementation support for our customers. -
Principal Solution ArchitectPlanful Feb 2012 - Sep 2022San Francisco, California, UsPlanful 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. -
Managing DirectorHynote Enterprise Solutions, Llc Jun 2007 - Feb 2012HyNote 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.
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Managing Director/Consultant, Signature SolutionsSignature Consultants Aug 2010 - Dec 2011Fort Lauderdale, Fl, UsSignature 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. -
Technical Account Manager, Financial Services VerticalHyperion Solutions Jul 2005 - Jun 2007Los Angeles, UsKey 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. -
Project ManagerBank Of America - Global Wealth & Investment Management Sep 2003 - Jun 2005Charlotte, Nc, UsPart 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. -
Director Of Internal AuditBelk Stores Services Aug 2002 - Sep 2003Charlotte, North Carolina, UsManaged 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. -
Project Manager Financial SystemsBelk Stores Services Aug 1998 - Jul 2002Charlotte, North Carolina, UsSupport 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.
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Budget Analyst - Special ProjectsBelk Stores Services Jan 1995 - Aug 1998Charlotte, North Carolina, UsPoint 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.
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Director Of AccountingHesta Properties Sep 1993 - Jul 1994Created 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.
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AuditorKpmg Peat Marwick Jul 1988 - Sep 1993New York, Ny, UsProgressively increased responsibilities on audit projects from staff auditor to supervising senior. Focused primarily in the financial services vertical on banking and insurance clients.
Tommy James Skills
Tommy James Education Details
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Wofford CollegeAccounting
Frequently Asked Questions about Tommy James
What company does Tommy James work for?
Tommy James works for Jamesotw Llc
What is Tommy James's role at the current company?
Tommy James's current role is Solution Architect.
What is Tommy James's email address?
Tommy James's email address is to****@****ful.com
What is Tommy James's direct phone number?
Tommy James's direct phone number is +170424*****
What schools did Tommy James attend?
Tommy James attended Wofford College.
What skills is Tommy James known for?
Tommy James has skills like Business Intelligence, Business Process Improvement, Enterprise Software, Consulting, Software Project Management, Professional Services, Business Analysis, Financial Reporting, Finance, Epm, Essbase, Analysis.
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