James Black
Brussels
Summary
Highly organized and analytical financial professional with 15 years of experience in financial management, budgeting, forecasting and certifying balance sheet reconciliations within the Financial Institutions using cloud software to automate critical finance and accounting processes. Proficient in and committed to ensuring compliance with regulatory guidelines, mapping accounts to control frameworks, and establishing procedures for onboarding new entities. Adept at facilitating financial closings, identifying opportunities for cost savings, implementing effective financial strategies, coordinating audits, and offering strategic recommendations to enhance financial operations.
Overview
14
14
years of professional experience
Work History
Senior Account Manager
Insight Technology
10.2022 - Current
- Developed and maintained revenues with existing and new clients by leveraging value propositions of each SaaS product
- Interact with stakeholders to ensure value proposition of products/services to notably generate cross-selling opportunities
- Performed complex analysis to generate 150% increase in YOY revenue
- Utilize CRM software to track and analyze account activity, forecast sales, and generate reports for senior management.
- Manage a portfolio of key client accounts with a total annual revenue of [X] million dollars.
Develop and maintain strong client relationships through regular communication, account reviews, and strategic planning.
Senior Finance Manager
PNC Bank
11.2017 - 09.2022
- Directed financial operations, including budgeting, forecasting, financial analysis, and financial reporting, resulting in consistent revenue growth and cost control.
- Developed and implemented procedures for onboarding new entities, ensuring seamless integration into reconciliation process.
- Led team of 6 finance professionals, providing guidance, training, and performance evaluations.
- Developed and implemented financial strategies to optimize cash flow, reduce expenses, and increase profitability.
- Collaborated with executive leadership to drive key financial decisions, including capital investments, mergers, and acquisitions.
- Ensured compliance with regulatory requirements, including GAAP, IFRS, and local financial regulations.
Finance Manager
PNC
01.2015 - 11.2017
- Lead the finance team in managing all financial aspects of the organization, overseeing a budget of 5MM+.
- Analyze financial data, prepare monthly and quarterly reports, and present key findings to senior management for informed decision-making.
- Implemented cost-saving initiatives resulting in a 15% reduction in operating expenses within the first year.
- Coordinated and supported internal and external audit discussions and requests, facilitating the audit process and ensuring compliance.
- Standardized balance sheet reconciliation principles and procedures across the organization, streamlining processes and reducing errors.
Finance Manager
Bank of America
05.2012 - 01.2015
- Conduct regular financial risk assessments and develop strategies to mitigate potential risks.
- Streamlined financial processes, reducing month-end closing time by [X]% and increasing overall efficiency.
- Ensure compliance with all relevant financial regulations and standards, including GAAP and IFRS.
- Collaborate with department heads to develop annual budgets and provide ongoing support in budget tracking and variance analysis
Financial Advisor
Bank of America
05.2009 - 04.2012
- Advised clients on financial planning, investment strategies, and risk management.
- Conducted in-depth financial analysis to assess clients' financial situations and identify their goals.
- Developed customized financial plans, including retirement planning, tax optimization, and estate planning.
- Implemented investment strategies tailored to clients' risk tolerance, time horizon, and objectives.
- Cultivated strong client relationships, resulting in 90% client retention rate.
Education
MBA - Business Administration, Management And Operations
Florida International University - College of Business
MIami05.2009
Bachelor of Science - Business Administration And Management, General
Florida International University
Miami05.2007
Skills
- Financial Accounting
- Proficient user of Financial software (Oracle,SAP,ERP)
- Adaptable and able to work in a dynamic and changing environment
- Knowledge of financial instruments and related accounting lifecycle
- Good knowledge of IFRS/IAS and GAAP
- Cross-functional Team Leadership
- Provide guidance to stakeholders
- Account reconciliation specialist
- Forecasting and Financial Analysis
- Problem Solving
Timeline
Senior Account Manager
Insight Technology
10.2022 - Current
Senior Finance Manager
PNC Bank
11.2017 - 09.2022
Finance Manager
PNC
01.2015 - 11.2017
Finance Manager
Bank of America
05.2012 - 01.2015
Financial Advisor
Bank of America
05.2009 - 04.2012
MBA - Business Administration, Management And Operations
Florida International University - College of Business
Bachelor of Science - Business Administration And Management, General
Florida International University
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