James A. Carter
Vice President, Financial Planning and Analysis: April 2017- February 2018 Wyndham Worldwide Corporation – Wyndham Vacation Ownership – Orlando, FL Special assignment to corporate office to assist organization spin into a separate publicly traded company. Created and reviewed a variety of models to evaluate different post-spin scenarios, business segment valuations and reporting structures. Also responsible for monthly reporting and forecasting of all capital, inventory and cash flows. Vice President, Business Operations – East Region: August 2013- April 2017 Wyndham Worldwide Corporation – Wyndham Vacation Ownership – Myrtle Beach, SC Oversaw and developed two directors, ten managers and 150+ customer-facing associates that provided administrative support to sales and marketing operations across fifteen sites. Responsible for creating and evaluating compensation plans for all sales and marketing positions and ensured all plans aligned with the overall company goals, objectives and values. Responsible for creating and evaluating strategies that optimize pricing and inventory. Responsible for budgeting and forecasting revenues ($350 million) and expenses for the operation. Heavy reliance on evidence-based management and data analytics to evaluate ongoing profitability. Vice President, Financial Planning & Portfolio Analysis: March 2005- August 2013 Wyndham Worldwide Corporation – Wyndham Consumer Finance, Inc. – Las Vegas, NV Oversaw two directors and fifteen financial analysts. Responsible for reporting and forecasting income statement and balance sheet positions on a $3.0 billion portfolio of receivables associated with the sale of vacation ownership interests from locations throughout North America. Responsible for portfolio analytics allowing for securitization and sale of receivables to the Wall Street investment community. Responsible for risk management and setting appropriate interest rates for a variety of loan products in conjunction with Sales and Marketing operations. Responsible for the budgeting and forecasting expenses ($32 million per year) related to the contract maintenance and loan servicing and collection activities associated with the loan portfolio. Responsible for creating and reporting monthly operating analytics and collection strategies in addition to the ongoing strategic planning process for a 400 person captive finance operation.
Senior Manager-Financial Services: July 2001 - March 2005 HSBC Credit Services – Las Vegas, NV
Responsible for forecasting delinquency, charge-off and bankruptcy activity for a large credit card issuer. Created new planning and forecasting tools. Reviewed and analyzed credit card collection activities and reported to senior management on a weekly and monthly basis.
Director of Planning and Analysis: June 1999 - June 2001 GES Exposition Services – Las Vegas, NV
Responsible for all financial planning, budgeting and forecasting activities for the largest general services contractor for conventions, trade shows and special events. Created and maintained planning and forecasting tools used on more than 2,000 shows and events and 250 overhead departments in 20 different locations across North America. Senior Business Analyst: March 1997 - May 1999
GES Exposition Services – Las Vegas, NV
Responsible for the monthly review of financial results and forecasts for production operations in 10 cities. Lead analyst on three acquisitions ($60 million) expanding the company’s reach into strategic regions. Developed and led project which consolidated back-office functions for four operations in the Midwest resulting in annual savings in excess of $1 million.
Director of Finance: October 1995 - December 1996
KBA Marketing, Inc. – Chicago, IL
Managed all financial aspects for an advertising and business promotions firm operating in 11 cities with more than 150 employees. Led Strategic Planning team that reviewed current and future business opportunities. Created and maintained client project budgets and staffing plans ranging in size from $250,000 to $12 million. Developed and implemented new accounting system that improved timeliness of financial reporting. Negotiated terms with key clients and vendors to improve company cash flow.
Controller: March 1992 - October 1995
National Real Estate Clearinghouse, Inc. – Chicago, IL Involved in all financial aspects of company that sold in excess of $500 million in commercial and residential properties via sealed bid and auction event sales. Created new system to record receipt and monitor status of company’s sealed bids. Converted manual accounting systems to computerized, integrated accounting software. Controller: September 1990 - February 1992
Combined Plant Services, Inc. – Chicago, IL
Managed financial functions of an industrial plant cleaning company. Developed historical financial reports, monthly operating statements and cash flow projections. Worked closely with investment bankers to incorporate these reports and forecasts into prospectus.
Manager, Hotel Reporting: September 1987 - September 1990 JMB/Urban Hotels – JMB Realty – Chicago, IL
Gathered, collated and interpreted monthly financial data and other information for 25 hotel properties. Converted and consolidated accrual based financial data from five different hotel management companies to cash basis. Provided financial and non-financial analysis. Lead analyst on several property acquisition and disposition projects. Education
J.L. Kellogg Graduate School of Management – Evanston, IL: June 1996
Master of Business Administration
Majors in Finance, Marketing, Organizational Behavior and Health Services Management
Grade Point Average: 3.5 of 4.0. Dean's List 1994-96. Worked full-time while obtaining degree Brown University – Providence, RI: June 1987
Bachelor of Arts – Mathematical Economics
Earned Executive Black Belt Certification for Process Excellence and championed several Green Belt projects
2005 Graduate of Leadership Las Vegas (a year-long development program sponsored by the Las Vegas Chamber of Commerce)
Facilitator for the University of Phoenix – Online (2002-2008). Course: Financial Analysis for Managers.
Attended "Pricing Strategies and Tactics" Executive Education Class: J.L. Kellogg Graduate School of Management
Attended "Creating Shareholder Value" Executive Education Class: J.L. Kellogg Graduate School of Management James A. Carter