James J. Oliver, MBA

**** ********* ****

832-***-****

Dallas, TX 75287

adhz98@r.postjobfree.com

PROFESSIONAL PROFILE

Highly motivated, diligent, and dedicated Finance and Strategy Leader experienced in financial planning and analysis, mergers and acquisitions, and strategic planning. Team player with strong communication skills who excels in leadership roles driving company mission and values. Consistent demonstration of high ethical standards throughout career.

BACKGROUND SUMMARY

Team Leadership

·Financial Planning & Analysis

·Entrepreneurial Spirit

·Mergers & Acquisitions

·ROI & IRR Calculations

·Capital Budgeting

Relationship & Team Building

·Strategy Development & Planning

·Financial Modeling

·Financial Systems Implementation

·Develop Finance Teams

·3 Financial Statement Preparation

·Private Equity

·Forecast and Budgeting

·Create Key Metrics

SELECTED ACHIEVEMENTS

Promoted to the transition leadership team at Guardian Life Insurance Company after $140 million sale of 63 retail dental practices in Texas, California, and Alabama to Western Dental & Orthodontics, owned by New Mountain Capital LLC, a private equity company

Led complex matrix-driven teams to execute strategic initiatives utilizing financial KPI, annual budgets, quarterly financial updates, and five-year performance models for companies ranging from $65M to $300M in revenue

Created nine (9) annual budgets for four (4) companies utilizing strict bottoms up budgeting methodology

PROFESSIONAL ACCOMPLISHMENTS

Guardian Life Insurance Company

2018 – 2019

Director, Finance & Rev. Cycle Mgmt., 12/2018 – TSA Complete

Dallas, TX

As a member of the Transition Services Agreement (TSA) Leadership Team managed 30 individuals with five (5) direct reports at various levels of experience within the organization globally

Utilizing key business drivers created models to identify cost synergies and new revenue growth opportunities

Streamlined and transitioned the combined company’s finance and revenue cycle management functions of $65M business within required deadline

Finance Manager, STX Healthcare, 06/2018 to 12/2018

$65M multi-site dental services organization acquired by New Mountain Capital, LLC

Led FP&A function of a $65M dental services organization developing strategic initiatives to deliver profitability

Created budget and forecasting tools using key business metrics to identify drivers that increase the Company’s bottom line performance

Demonstrating entrepreneurial spirit, utilized in depth analytics and Excel models to determine most efficient product mix in order to price products efficiently and improve the lives of patients while maximizing profitability

Engaged and presented to senior management, including the CEO and CFO, key monthly reports and articulated future expectations of financial performance

Worked across the entire organization to develop budgets maximizing efficiency and performance

Enterprise Financial Group

2016 – 2018

Senior Corporate Finance Analyst

Irving, TX

$100 million privately held auto warranty company owned by Bob Moore Auto Group

Led formal cross-functional teams of finance staff and other business leaders to develop a five-year financial model consolidating 10 lines of business to analyze long-term growth and profitability

Evaluated multiple business cases for new products in current lines of business as well as the value of starting new lines of business in order to best make strategic investment decisions

Identified current sales commissions plan structure as a potential value driver and created a compensation model to deliver sales targets in profitable businesses across the organization

Created a volume based accounting cost allocation model to help evaluate business performance and identify specific areas for efficient operations to support sales growth

Riazul Tequila

2015 – 2016

Senior Financial Management Consultant

Remote

Start-up tequila brand company est. 2008

As a part time financial management consultant, created enterprise level ad hoc financial reports and conducted market research for US and global expansion of start-up brand and its products helping to increase revenue from $1.25M YE’14 to $1.50M in YE’16, or 20%

Presented pro-forma IRR Excel models to CEO to make value added decisions to support growth

Logix Communications, LP.

2011 – 2014

Sr. Financial Analyst

Houston, TX

$105 million privately held fiber optic telecom company acquired by Astra Capital Management, a PE firm

Reporting directly to the CFO, led and executed multiple budgets for company with $100 million annual revenue

Developed and presented sales KPI such as sales revenue per unit and revenue per customer to senior management

Worked with Controller to decrease closing cycle from seven (7) to four (4) business days

Modeled consolidated balance sheet and cash flow statement to effectively forecast key financing requirements

Utilizing scenario analysis, outlined multiple areas of growth to maximize enterprise value for acquisition

Analyzed shift in sales strategy to maximize growth and determine capital requirements

Created financial model to focus sales efforts to more profitable products to better evaluate financing necessary to support future capital needs

INX, Inc

2008 – 2009

Sr. Financial Analyst

Houston, TX

$290 million public IT advanced infrastructure solutions company acquired by Presidio

Directly reporting to the CFO, led development and execution of consolidated budget for 12 regions

Implemented an improved bottom-up approach to budgeting process; thus enhancing accuracy of business plan

Developed and maintained consolidated five-year total company financial planning model in Excel

Generated consolidated and regional income statements, consolidated balance sheet and cash flow statement

Presented quarterly financial results to CFO to accurately update current and potential investors

Prepared quarterly management and investor conference call Power Point presentations

Worked with regional managers to gather financial performance and expectations for following quarter

CapRock Communications, Inc.

2006 – 2008

Analyst, Financial Planning and Analysis

Houston, TX

Private equity owned satellite communications company recapitalized and sold to Harris Communications

Prepared monthly financial results summary for distribution to management and private equity ownership

Created regional and consolidated income statements, balance sheet, and cash flow statements

Calculated monthly financial covenants associated with credit agreements to distribute to private equity ownership

Authored Management Discussion and Analysis (MD&A) section of monthly financial results report

Collaborated with private equity firm in creating valuations for acquisition candidates

Working with investment banks, calculated and monitored key debt covenant requirements to execute acquisition

Studied strategies, products, financial condition, and business models of target companies

Utilized net present value (NPV) and EBITDA Multiple methods to value acquisition targets

BMC Software, Pricing Strategy Analyst

2005 – 2006

Accenture, Client Financial Management Analyst

2001 – 2003

PricewaterhouseCoopers, Intl. Tax Associate

1999 – 2001

EDUCATION

Rice University, Houston, TX

Master of Business Administration

2005

Texas A & M University, College Station, TX

Bachelor of Business Administration, Summa Cum Laude

1999

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