Jim Sullivan

***** ********** **, **********, ** 45241

abl80g@r.postjobfree.com H: 513-***-**** C: 513-***-****

Experienced Operational Finance Professional

Highly proficient in Microsoft Excel and Access and in leveraging those

applications to create dynamic, detailed, and flexible financial and

scenario analysis models. Comfortable and capable in working across all

levels and disciplines within an organization in order to compile and

complete thorough analyses. Capable of communicating findings and

converting them into actionable intelligence and insight into the

business.

Forecasting Budgeting Variance Analysis Process Improvement

Risk Management Strategic Planning Cost Reduction P&L Modeling

Data Aggregation Decision Analysis KPI Reporting and Creative Problem

Tools Analysis Solver

PROFESSIONAL EXPERIENCE

JIMCORP, LLC, Blue Ash, OH 12/2008 - Present

Creator and Manufacturer of a talking/singing chip clip

President and CEO

. Invented, filed for Provisional Patent protection, Developed, and

currently manufacturing a new promotional product/household novelty.

. Operating as EmpoweredSWAG (www.EmpoweredSWAG.com), Record-O-Clip

(www.RecordOClip.com), and School Spirit Fundraisers

(www.SchoolSpiritFundraisers.com)

. Production is currently being managed by my sourcing partners out of

Michigan. Manufacturer is in Shenzhen China. Currently looking to

license the idea globally. Currently sales are based exclusively in

the USA and being managed by a sales consulting firm.

CONSTRUCTION SOFTWARE TECHNOLOGIES; D.B.A. iSqFt, Blue Ash, OH 5/2008 -

1/2009

SaaS Enterprise. Online preconstruction management service generating

$20mil in sales

Senior Financial Planner and Analyst reporting to the CFO

. Significant Contributor/Owner of the Annual Budget and Forecasting

process. Developed new user input templates as well as detailed

Pricing, Customer Retention, and Market Sizing metrics integral to the

planning process. Plan produced Monthly P&L and Cash Flows by Market

and Product, rolling up company wide.

. Created and provided management reporting to the CEO / CFO / COO as it

relates to understanding the customer base, developing strategy,

acquisitions, and improving cost efficiencies within the organization.

. Formalized and developed policies and procedure to standardize key

metrics reporting while building an Access database capable of

providing repetitive, insightful, and reliable reporting to senior

management

. Continually engaged with Marketing to improve target marketing

efforts, understand customer behaviors, and analyzing pricing

variances. Conducted Field Interviews with Sales and Retention

(Customer Service) to validate the findings of the analytics and

product pricing used in the Annual Plan.

. Produced weekly and monthly metrics and commentary as to the changes

that are impacting the various product lines, and the business unit as

a whole, that were presented to the Senior Leadership Team. Revenue

and Cost Variances to Budget as well as detailed Price Variance

Analysis.

. Provided Daily Cash Position reporting and analysis used to measure

liquidity shortfalls, changes in gross receipts patterns, as well as

net cash after float inclusive of borrowings and available funds on a

LOC. Additionally, provided a 13 week rolling cash forecast to the

CFO and COO weekly researching and providing commentary as to the

variances to plan.

Stock Development, LLC - Naples, FL 9/2006 - 11/2007

South West Florida regional residential planned community home

developer generating $400 mil in sales

Treasury Manager Operational Finance reporting to the CFO

. Directed a staff of two in cash management and financial operations

reporting for a $400-million real estate vertical with up to 20

concurrent residential development projects.

Jim Sullivan

Page 2 abl80g@r.postjobfree.com H: 513-***-**** C: 513-***-****

Stock Development, LLC - Naples, FL Continued

. Improved working capital by >$3 million through review and policy

revision for letters of credit (LOC), cash collateralization, and

bonds required as surety with local government agencies.

. Supported development of business plan, quarterly forecasts, and

variance analysis. Created automated asset reporting providing

executive team real time insights into project funding.

. Re-Developed a project lifecycle profitability model providing insight

into P&L, Net Cash Flow, Forecasts, and unit statistics at home /

subdivision / and corporate levels.

Sunol Properties, Estero, FL 7/2005 - 5/2008

Privately held real estate arbitrage revolving around Tax Deed Sales

on vacant land

Senior Financial Consultant - perform research, analytics, and advising

to real estate investors.

Visa / Visa Debit Processing Service - Highlands Ranch, CO 7/2003 -

7/2005

Global leader in market share and brand awareness in the electronic

payments industry

Financial Analyst

. Analyzed pricing trends, variances, and gross margins among the book

of business and unsuccessful contracts to develop recommendations for

pricing, service level descriptions, and relationship-development

tools for new sales and up-sell opportunities. Devised standardized

pricing tools to expedite sales responses to RFPs.

. Delivered value-added ad-hoc reporting services for banking

institutions such as Wachovia, Fifth Third, Bank of America, and

Washington Mutual.

ICG Communications, Inc. - Englewood, CO

Regional telecommunications company with $500 mil in revenues

Senior Financial Analyst, Line Cost 1/2003 - 7/2003

. Managed, trained, and mentored a team of two Financial Analysts.

. Developed MS-Access based analytical tools in an effort to minimize

costs for unutilized infrastructure.

. Streamlined Vendor/Carrier Cost Reporting and Analysis by creating

financial reporting tools and dashboard reporting.

. Prepared monthly Cost Analyses for incorporation in month-end

financials and executive presentations.

Financial Analyst 11/1999 - 11/2000

. Created a variety of product level economic models; performed revenue,

margin and EBITDA analysis of various Go-To-Market product scenarios,

reporting findings to Executive team.

. Performed market analysis and research for integrated products.

TOUCHAMERICA - Greenwood Village, CO 11/2000 - 11/2002

Regional telecommunications company.

Senior Business Analysis

. Recruited by former manager to guide business decision-making for

proposed products and product enhancements on behalf of a new

competitor in a fast-moving marketplace.

. Facilitated annual budgeting and forecasting process as well as mid-

year true-ups

. Created sophisticated financial models for complex product lines

featuring intuitive interfaces that could be manipulated by the

Product team for Go-To-Market scenario analyses.

Prior financial industry experience includes five years in investment

banking / trade operations in New York.

EDUCATION TECHNICAL SKILLS

Penn State University

Bachelor of Science: Finance Bachelor of Arts: Economics

Brio, Dun & Bradstreet, Business Objects, SalesForce.Com Administrator,

Microsoft Office (Word, PowerPoint, Outlook, Advanced skills in Excel &

Access including Macros, Pivot Tables, Vlookup, etc), Hyperion, Brio, Great

Plains, FRx, SalesForce.com, Business Objects, Timberline Accounting, SQL,

ODBC, OLAP

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