James W. Email & Phone Number

Frisco, Texas

Grapevine, Texas

Irving, Tx

• Develop reports for origination, correspondence and retail business units• Gather requirements for reporting and data models from business users, develop logic and reports, validate and place into production.• Write SSRS reports, SQL Server Stored Procedures and ETL jobs for data models.• Automated resource to workload capacity model

Dallas/Fort Worth Area

• Audit lead for quarterly investment company bank examinations• Lead budgeting, forecasting and financial planning across the consolidated company• Develop and present financial reporting to executive team and external customers (auditors, banks, investors)• Built interactive, drill-down reporting for finance, human resources, and customer service• Develop and produce monthly financial reports, trend reports, variance analysis and revenue reports• Created and implemented… Show more • Audit lead for quarterly investment company bank examinations• Lead budgeting, forecasting and financial planning across the consolidated company• Develop and present financial reporting to executive team and external customers (auditors, banks, investors)• Built interactive, drill-down reporting for finance, human resources, and customer service• Develop and produce monthly financial reports, trend reports, variance analysis and revenue reports• Created and implemented dashboard reporting for key finance users• Create ad hoc reporting as required for treasury, finance, human resources, and operations• Technical liaison to create business requirements for company wide data warehouse• Automated weekly payroll general ledger file creator for payment processing, reporting and accounting• Automated multiple processes and reports with scripting and ETL• Utilized SQL experience in Oracle, SQL Server, MySQL and Access Show less

* Develop SQL queries to extract data from Oracle, SQL Server and Access databases.* Built multiple dashboards for various business units to include nuclear refueling, financial modeling, work tracking and metrics dashboards.* Write visual basic modules as need to transform and model data.* Model trends and forecast data as needed.* Write ad-hoc reports and business cases to present to senior management.* Data mine and analyze production and financial data via Oracle to… Show more * Develop SQL queries to extract data from Oracle, SQL Server and Access databases.* Built multiple dashboards for various business units to include nuclear refueling, financial modeling, work tracking and metrics dashboards.* Write visual basic modules as need to transform and model data.* Model trends and forecast data as needed.* Write ad-hoc reports and business cases to present to senior management.* Data mine and analyze production and financial data via Oracle to maximize resources and funding* For LEAN green belt project, improved a cumbersome inventory system and improved work flow for the breaker repair shop.* Financial analysis and planning for multiple concurrent projects and budgets in excess of 30 million per year.* Plan and monitor multiple budgets for expenditures, overages, cost variances and impact assessments for changes in work scope.* Develop, issue and provide cost estimates for shipyard sales estimates. Approve and issue outgoing and incoming funding. Show less

Everett, Wa

• Maintain vigilant risk management for new and current accounts• Identify and cross-sell banking services and products to clientele• Outstanding customer service that resulted in several district awards• Led the region for mortgage referrals in the first and second quarters of 2008• Increased personal sales by over ten percent every quarter

Denton, Tx

• Assisted in preparing loan documentation for small business loans• Assisted with office IT operations• Researched and put into operation current telephone system

Iraq, Camp Pendleton, Ca

Bachelor Of Business Administration (Bba), Finance, General

Bachelor'S Degree, Finance, General