Finance Director

James O'Neill

New Lenox, IL 214-***-**** **********@***.***

Director Financial Performance Real Estate Brokerage / Investing

Established senior director with proven experience driving performance improvement across finance and operations functions within a multi-billion dollar organization. Leverage expertise in developing and rolling out strategic plans that maximize both revenue and profitability at the division, region and enterprise levels. Licensed Illinois Real Estate Broker.

Core Competencies

Maximizing Growth & Profitability

Integrating Finance & Operations

Cross-Functional Collaboration

Measuring Performance / KPI

Driving Performance Improvement / ROI

Team Leadership / Development

M&A Initiatives / Due Diligence

Business Plan Development / Rollout

Strategic Planning / Execution

Professional Experience

SUTHERLAND GLOBAL SERVICES 2014 - 2016

Finance Director

Hold complete responsibility for all financial functions within the $90M Business Development group. Redesigned the Operating Plan process to align Sales and Service Delivery goals, standardized compensation plans & commission structure, improved performance measuring and reporting.

Initiated a new accounting process to amortize earned commission greater than $50K over term of contract instead of expensing when paid. Resulted in deferral of $1.5M of expense in current fiscal year.

Streamlined Deal Review Governance process and instituted approval thresholds improving cycle time and reducing participants saving 4,500 man hours or $350K.

Redesigned dashboard reporting from numeric tables and verbiage to a graphic and visual format for easier identification of over/under performing business units and sales achievement.

Developed Business Case for new service offering and build out of Experience Lab facility in London and Innovation / Client Briefing Center in San Francisco.

O’NEILL REALTY GROUP, LLC - RE/MAX SYNERGY 2012 - 2014

Real Estate Broker

Work with clients looking to buy, sell or lease residential real estate. Create & cultivate relationships with buyers and sellers for future transactions. Attained SFR (Short sale & Foreclosure Resource), ABR (Accredited Buyer Representative) and CNC (Certified Negotiation Consultant) certifications. Prepare Comparative Market Analysis and negotiate contracts for both sellers and purchasers. Experience negotiating on conventional sales along with banks, FNMA & FHLMC on short sales & foreclosed properties and on HUD properties.

XEROX BUSINESS SERVICES (Formerly Affiliated Computer Services, Inc.) 1996 - 2012

Finance Director (2007 - 2012)

Held complete responsibility for leading initiatives within the Business Process Outsourcing and State Government Solutions groups to restructure compensation plans, as well as redesign the annual budget process in alignment with both sales and operations goals.

Led due diligence efforts on the $40M acquisition of US-based CompIQ, as well as the $40M acquisition of the Argentina-based Grupo Multivoice.

Played an integral role on the due diligence team servicing the $6.4B acquisition of ACS by Xerox, including developing a detailed five-year growth plan and establishing targets for sales synergy.

Guided the development of sales targets for the multi-year post-acquisition growth plan, including $600M in annual recurring revenue signings and incremental revenue of $1.6B by Year 5.

Developed a new Client Managing Director program to mirror the program utilized by the traditional Xerox business units, targeting accelerated growth of existing clients worth more than $400M in annual revenue.

Division Operations Manager (2001 - 2007)

Managed the $63M Image Solutions Division of ACS which was comprised of four separate business units: Field Operations, Record Center, On-Site Solutions and Datasurance. Held full accountability for Accounts Receivable, Accounts Payable, Balance Sheet and Income Statement, as well as preparation of annual budgets, quarterly forecasts and monthly actual reviews.

Partnered with the Sales organization on new opportunities and deal review modeling, including growing the existing customer base, minimizing customer erosion and managing customer and vendor relationships.

Led due diligence efforts on the proposed divestiture of the $63M Image Solutions Division (10% EBIT), including developing a business plan for acquisitions post-divestiture to consolidate smaller players into a sole source provider. Although a decision was made not to sell, the efforts led to multiple offers for the business.

Reduced overhead and fixed costs through the consolidation of 10 locations over three years, contributing to an approximate $2M contribution to pre-tax profits and headcount savings.

Negotiated numerous subcontract agreements for customers being outsourced to local providers, maximizing company profitability with respect to incremental facility and headcount costs.

Provided financial and operational expertise on M&A / divestiture activities, including internal and external business operations valuation and analyzing synergies to determine potential profit savings.

Manager, Financial Planning and Analysis (1999 - 2001)

Held responsibility for coordinating annual budget and quarterly forecasts for the $300M division, including preparing and consolidating weekly flash reporting processes and month-end financial reporting package.

Collaborated cross-functionally with numerous divisional operations and financial managers to establish detailed financial and productivity performance measures.

Developed all tools associated with the annual budget and quarterly forecasts, including audit checks to ensure balance of intercompany cross-charges and allocations.

Played a key role in weekly deal review meetings, ensuring pricing models contained 100% of revenue and cost components for accuracy.

Reviewed capital expenditure requests and contracts for both performance and termination clauses, ensuring proposed deals met minimum gross margin requirements.

Senior Financial Analyst (1996 - 1999)

Directed financial functions of a document imaging subsidiary for ACS generating $16M in revenue, $1.6M in profits and delivering 38% YOY growth. Managed month-end closing processes for the division, including income statements, balance sheet transactions and financial reporting package publication.

Initiated the revision of financial performance measures relating to organizational changes within customer pricing and related service offerings.

Ensured the required level of deferred revenue and capital expenditure justification by performing a detailed unit cost and capacity analysis to evaluate efficiency for a $3M operating unit.

Created the financial business plan for operational management, proposing a new service offering with anticipated first-year revenue and profits of $1.7M and $800K, respectively.

Provided ongoing financial guidance for executive management in assessing viability of potential M&A initiatives, including monitoring financial performance of acquisitions and forecasted audits.

MEMOREX TELEX CORPORATION 1993 - 1996

Senior Financial Analyst (1993 - 1996)

Oversaw the preparation of budgets, forecasts and monthly financial reporting packages for US Customer Support Services generating $150M in annual revenue with $10M in profits. Led two Senior Financial Analysts as direct reports, both responsible for spare parts accounting on $65M in inventory.

Coordinated cross-functional teams and initiatives with the Logistics organization to develop quarterly and annual physical inventory reports.

Reduced the cost of carrying inventory in the field while improving productivity by preparing the business plan to convert $26M in field parts to the establishment of 35 strategic parts banks located nationally.

Successfully integrated the use of Hyperion Microcontrol within the Service Financial Organization.

Education

Master of Business Administration (MBA), Management Information Systems, DePaul University

Bachelor of Science in Finance, DePaul University

IL Dept of Financial & Professional Regulation – Real Estate Broker License # 475.156883

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