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Michelle L James San Francisco, CA Cell (925) 212-6567 Email: mholmesjames@gmail.

.com Results-oriented leader with more than 20 years progressive experience in accounting, finance and risk management. Exceptional communicator with over 10 years experience in working with board of directors, staff development and cross-functional team leadership. Proven organizational leader in the development of several departments through growth and multiple changes in company ownership. CORE COMPETENCIES Strong business acumen Complex Financial Modeling Enterprise Risk Management Strategic Planning Profit Management Strong Systems aptitude CAREER HIGHLIGHTS Budgeting and Forecasting Reduced planning and forecasting process by 70% (from ten to three weeks) by converting planning process and models to Adaptive Planning software which enabled quick turnarounds for scenario planning, better headcount and capital planning and created alignment with executives and owners thereby increasing overall confidence. Profitability Management Improved company gross margin profitability by 5% by re-designing product underwriting guidelines, leading in-depth profitability reviews with key executives. Exceeded annual plan targets for past 4 years by setting realistic analytically driven based targets using historical trends. Complex Analysis and Modeling Led and developed a complex reserving methodology to support a customized revenue recognition method, which successfully achieved audit partner sign off and is used today. Built robust activity based model to assist executive management to drive scalability. Enterprise Risk Management Reduced ineffective pricing decisions and reduced unnecessary losses of revenue through implementation of product pricing policies and related disciplines. Key Metric Identification Increased sales by 5% by identifying key business performance drivers and associated executive dashboards by modeling client referral and buying behaviors. M&A Led financial component of sale of company in 2006 and 2012 to private equity owners, including preparation of materials for data room, valuation work and development of a 5-year growth model and related financial statements. Responsible for the merge and conversion of 2 acquired entities onto corporate GL system and associated financial reporting. Process Improvement Reduced complex revenue recognition close by 57% (from 7 to 3 days) and monthly financial close by 50% (from 10 to 5 days) through automation, efficiencies and enhanced controls. Cash Flow Management Subject Matter Expert Analytical Decision Support

PARADIGM MANAGEMENT SERVICES, LLC. Walnut Creek, California 1994 Present VP of Financial Planning and Analysis and Risk Management 2009 Present Responsible for leading Risk Management and Financial Planning and Analysis for a $190M total revenue market-leading healthcare services business including identifying and managing corporate wide operating and business risk metrics, product pricing, the annual planning and forecasting process, overseeing the monthly reporting of financials, and leading all corporate and Board reporting including the preparation of all operating projections, financial statements, business unit and product profitability reports, and variance analyses.

Received promotions every two to four years. Prior positions held: Director of Financial Planning and Analysis and Risk Management Controller Director, Accounting and Finance Manager of Financial Analysis and Forecasting Financial Analyst

2007 2009 2004 2007 2000 2004 1996 2000 1994 1996

NEUROCARE. Concord, California Senior Accountant 1993 1994 Responsible for supporting finance department of a specialty health services company. Key responsibilities included: Managed all aspects of monthly close and board reporting, Management of the companys cash position including monitoring of collateral borrowings, short term investing, cash flow forecasts and collateral reporting and Oversight of audit process and monthly financial statements. EDUCATION California State University, Hayward, California BS in Business Administration with Computer Information Systems Option University of Berkeley Various Continuing Education Courses in Accounting and Tax

TECHNICAL SKILLS Excel, MS Access and PowerPoint Adaptive Planning Epicor Accounting Platform FRX Cognos / TM1

PROFESSIONAL AFFLIATIONS Member of Risk Insurance Management Society (RIMS) Member of Financial Executive International (FEI) Member of Financial Executive Networking Group (FENG)

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