Jim Morales

Background

About Jim Morales

MY WHY: I help organizations close the gap between strategy and execution. I'm here to inspire people and businesses to understand their purpose for existing and have a clear picture of the organization they want to create, the impact they want to have in the world and how to get there efficiently. THE VALUE I BRING: My background spanning Financial Leadership, Strategic Planning & Execution, Project Management, IT and Organizational Design disciplines gives me an unique ability to look at any organization holistically and identify key linkages and dependencies that others may miss. I then cultivate and manage creative action plans with many moving parts for the delivery of sustainable results. This reduces the stress of my colleagues and allows them to do what they’re really good at. HOW I DRIVE SUCCESS: Simply put, I run towards the gunfire and dive head first into the unknown. I ALWAYS act as an owner by consistently identifying and driving opportunities that deliver process efficiencies, cost savings/revenue growth and higher employee engagement. Send me the most pressing challenges and I'll solve by engaging up/down all levels of the organization and across many functions. WHAT I CAN DO FOR YOU: Foster and groom Finance teams (FP & A, Accounting) to become true business partners Spearhead and facilitate strategic planning and execution performance management Identify and close efficiency gaps in financial, sales and operational functions Architect strategic M&A or partnership opportunities HOW YOU CAN CONTACT ME: I love people! Please reach out if you feel I may be of help or just to talk shop. Email: jim@jamesmorales.com or Phone: 954.372.6154 PROFESSIONAL COMPETENCIES: Strategic Planning, Mapping & Execution Corporate Finance Strategies Mergers & Acquisitions (M&A) Modeling, Due Diligence & Operations Integration Corporate Development Partnership / Deal Structuring & Negotiation P&L Management Project Management People Development & Coaching Organizational Design & Effectiveness Business Analytics Process Improvement Cash Flow Forecasting Technology Implementation Enterprise Risk Management Competitive and Market Intelligence Building High Performing Teams Change Management Innovative Problem Solving Persuasive Written & Verbal Communications TECHNICAL SKILLS:Expert Level Excel Modeling (Pivot Tables, Macros, Arrays, PowerPivot/PowerQuery)| Advanced PowerPoint | SAP | SQL | Database Management | Dynamics GP | Quickbooks | Financial Planning Systems