Business Intelligence Project Management

Jim Stevenson

**** ******* *** **, ********, GA *0066 C: 404-***-**** ***************@*****.***

PROFESSIONAL SUMMARY

I have directed successful engagements using multifunctional teams in the development of financial models to enable better business decisions by client organizations. I have accomplished this by leveraging financial and operational data to deliver solutions that provide fact-based analytics to drive strategic and tactical decisions. I have a proven history of successfully delivering management reporting and analytic solutions to top-tier financial service firms, which allows management to understand the true profitability of segment, customer, and product. People driven manager with ability to link technology and data with functional requirements for successful solutions.

SKILLS

Business Intelligence / Financial Analytics

Planning / Forecasting Design and Development

Branch Costing / Rationalization

Multi-dimensional Profitability Development

Financial / Operational Analytics

SME in Activity Based Costing

Program / Project Management

Financial / Management Reporting

SME IT Cost Development & Recovery

Oracle EPM EPCM Functional Architect

REPRESENTATIVE ACCOMPLISHMENTS

Multidimensional Cost and Profitability Analytics– Solution Architect: led the tool selection process, designed functional architecture, and implemented solution for a top broker/dealer institution. The client selected Oracle’s Profitability and Cost Management Cloud Solution (PCMCS) as their cost analysis platform, supporting cost development and multidimensional profitability across the organization. Led the team that built the transactional cost solution supplying transaction cost data to the profitability engine to enable customer, product, and organizational profitability.

Implemented an Oracle cost solution for an international package delivery company to calculate the end-to-end cost of package delivery. Implemented the Oracle EPCM solution to analyze the processing, transportation, and delivery cost of packages. This enabled the organization to understand the cost of delivery and leverage this data for pricing.

IT Cost and Profitability Analytics – led the development of a protype IT ABC model for a major metropolitan transit system to initiate an enterprise-wide cost and chargeback program. Also, managed CIO/CFO led initiative for a major bank to define the impact of cloud finance transformation and the effect on cost transfer across the organization. Managed the development and implementation of IT cost analytics and chargeback programs to understand the impact of IT cost on their customer acquisition and servicing through automated payments and delivery channels. Developed a model that aligned IT spend to process/platform and application, translated that to a business driver-based transaction to support profitability reporting.

Analytics and Forecasting – led the implementation of a costing and chargeback project to support a branch rationalization effort for large commercial bank. Captured source data from teller and sales systems to develop transactional costs for all operational activities for multidimensional reporting. Unit costs from the financial system, and the related operational data were used to build a metric-based forecasting program in EBPCS. This process enabled the creation of a rolling forecast using business volumes and supported drill back contribution analysis to see the impact of organizational spend on financial results.

Oracle ERP/EPM Cloud Finance Transformation – Lead for cost and profitability analytics track for a cloud finance transformation. Led the integration of data from the Oracle Cloud GL, AP, and source operational systems to PCMCS and the delivery of financial analytic output to OFSAA, OAC and BI for the creation of multidimensional profitability reporting. Standard rates calculated in PCMCS delivered to OFSAA PFT with operational volumes with dimensional data elements to create profitability reporting at the customer, product, and segment level. Worked with GL team to update the current chart of accounts to support required financial reporting and analytics and design of the AP data capture.

Financial Regulatory Reporting – Led the development team that built a cost model to support the Resolution Plan submission supporting legal entity and critical service cost development for a top 10 US bank. The model identified the cost of critical services across the operational and technology organization and their impact on the business units across the entire organization. Successfully completed the model build and reporting under an extremely aggressive timeframe to deliver the resolution plan to the federal regulators by the deadline.

Jim Stevenson, page 2

EMPLOYMENT HISTORY

J Stevenson Consulting / PwC / Deloitte / KPMG / Ledyard Bank - Proprietor – April 2023 – Current

Functional lead for an enterprise EPCM solution for a multinational retail hardware manufacturer, led design and build of the profitability solution. Functional lead for profitability and cost analytics, focus on IT, project for a global insurance and investment firm, and finance transformation project with a large electric utility company to support GAAP and regulatory reporting

Alithya Consulting – Principal Consultant - July 2021 – April 2023

Functional lead for the Oracle EPCM/PCMCS team, delivering design and implantation of cost and profitability for clients

J Stevenson Consulting LLC / Guidehouse - Proprietor - Dec 2019 – July 2021

Led financial analytics program for New York MTA IT organization, developed prototype cost and chargeback models

Price Waterhouse Coopers LLP (PwC) – Senior Manager - 2015 to Dec 2019

Subject matter expert in cost and profitability analytics for the Finance Technology and Operations advisory group

Armada Consulting - Sr. Director - 2012 to 2015

Delivery partner responsible for the successful delivery of projects to large financial service clients

Accenture - Sr. Manager, North American Banking Lead for FS Finance and Enterprise Performance - 2010 to 2012

Tasked with developing the go-to-market strategy for financial analytics and performance profitability reporting

Capco – Principal Consultant, 2009 to 2010

Managed the delivery of cost reporting and chargeback projects for large financial service institutions

IBM GBS – Sr. Managing Consultant, 2006 to 2009

Solution architect for financial management solutions and delivery of cost and profitability projects

REPRESENTATIVE CLIENT LIST

Wells Fargo

Bank of America

Invesco

State Street Bank

The Hartford

The Capital Group

Fortune Brands Innovations

AT&T

Voya

Mashreq Bank, Dubai

Banco Popular Dominicano

SunTrust

Fortune Brands Innovations

Regions Bank

USAA

TD Ameritrade

Georgia Pacific

Pitney Bowes

Fortune Brands Innovations

Hancock-Whitney Bank

VHA Medical

Bobs Discount Furniture

Exelon Corporation

TIAA-CREF

NY Metropolitan Transit Auth

Willis Towers Watson

Ledyard Bank

TECHNOLOGIES

Oracle EPM Cloud Solutions

Oracle PCMCS/EPCM

SAS ABM

Alteryx

MS Excel

Tableau

MS PowerPoint

MS Office Suite

MS Access

PowerBI

Hyperion HPCM

SQL

UiPath

Oracle EPBCS

EDUCATION

Georgia Institute of Technology, Atlanta GA - MBA with concentration in Accounting

University of Tennessee, Knoxville, TN - BS in Business Administration with major in Banking & Finance

ACCOMPLISHMENTS

•Authored blog article: “Banks Can’t Ignore IT Costs in Their Profitability Equation”

•Co-authored white paper on IT analytics and chargeback for IBM to support the roll out of the ITVBA solution

•Led AMIfs online seminar and two-day sponsored workshop on IT cost management and reporting for the division CFOs of various banks and credit unions

ADDITIONAL INFORMATION

• Coached basketball, football, and baseball in the Upward Sports Program and East Marietta National Little League.

• Led high school groups on service trips to Dominican Republic from 2011 to 2018

• Work with local charities: Cobb Street Mission, Eagle Nest, Mosaic Ministries Covid-19 Food Distribution

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