Jim Stevenson

I have enabled clients to make better business decisions by successfully delivering client engagements that employ fact base analytics to drive strategic and tactical recommendations. I have managed multi-dimensional profitability reporting projects leveraging transactional data to produce organizational, customer and product profitability reporting. I have specifically focused on engagements with the IT organizations of large companies, working with the CFO and CIO offices in building transparency into their cost recovery process. I have led client teams in developing cost models that drive technology costs to business transactions while supporting IT specific costing requirements. I have successfully delivered projects supporting branch Read more

I have enabled clients to make better business decisions by successfully delivering client engagements that employ fact base analytics to drive strategic and tactical recommendations. I have managed multi-dimensional profitability reporting projects leveraging transactional data to produce organizational, customer and product profitability reporting. I have specifically focused on engagements with the IT organizations of large companies, working with the CFO and CIO offices in building transparency into their cost recovery process. I have led client teams in developing cost models that drive technology costs to business transactions while supporting IT specific costing requirements. I have successfully delivered projects supporting branch profitability and rationalization, driving costs to transactions and calculating the cost of excess capacity in the branch network. Throughout my career I have established a proven track record of successfully delivering management reporting and analytic solutions to top tier financial service organizations, which allow management to understand the true profitability of organizations, customers and products. I am a people driven manager with ability to link technology and data with functional requirements for successful solutions.

Specialties:
* IT Financial Management and Business Driver Cost Recovery
* Profitability Reporting Design and Implementation
* Activity Based Costing / Management ABC ABM SME
* Financial Analytics and Financial Transformation in the Financial Services Industry
* Shared Service Cost Recovery and Reporting Transparency
* Management Reporting
* Multi-Dimensional Profitability and Reporting
* Branch Cost and Capacity Analysis Supporting Branch Rationalization

Analysis of the current state of the financial reporting organization, implementation of a cost and reporting methodology and building the back end analytics.

• Wells Fargo
• Bank of America
• Regions Bank
• Hancock Bank
• The Hartford Insurance
• AT&T
• The Capital Group
• CNA Insurance
• SunTrust
• Mashreq Bank
• Banco Popular Dominican
• Banco Popular Puerto Rico
• GMAC

• Wells Fargo
• Bank of America
• Regions Bank
• Hancock Bank
• The Hartford Insurance
• AT&T
• The Capital Group
• CNA Insurance
• SunTrust
• Mashreq Bank
• Banco Popular Dominican
• Banco Popular Puerto Rico
• GMAC