Summary
Work History
Overview
Skills
Accomplishments
Timeline
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James Graham

James Graham

Weatherford,TX

Summary

Dynamic finance leader with a proven track record at Trinity Classic Homes, adept in comprehensive financial reporting and strategic executive leadership. Excelled in driving revenue growth and fostering team development. Achieved top performance by leveraging financial management expertise and cultivating strong industry relationships.

Work History

SVP of Finance

Trinity Classic Homes
Weatherford, TX
10.2021 - Current
  • Reviews, designs and implements accounting processes and procedures to drive accuracy.
  • Oversees annual financial audits in partnership with external auditors.
  • Prepares and review's internal financial and operational reports to influence strategic business planning.
  • Supports business acquisitions by performing due diligence and leading integration of financial functions.
  • Cultivates and maintains industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
  • Manages financial modeling and planning activities to prepare for intensive growth phase of company.
  • Works with several lenders to secure more than $150 mil in lending throughout various entity's within the company.

Vice President/Regional Delivery Manager

UMB Bank
Denver, CO
05.2018 - 10.2021
  • Communicated regularly with executive team members to deliver pertinent details related to progress status and direction for projects.
  • Cultivated and maintained positive working relationships with employees, executives and other stakeholders.
  • Coordinated work across departments to keep teams on track with company goals.
  • Collaborated with various departments to identify operational challenges and plan corrective actions.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocol.
  • Generated and implemented business strategies to increase revenue while executing operational base development.
  • Managed 18 banking centers throughout the Colorado and Western Kansas markets.

Vice President/Group Banking Center Manager

Colorado State Bank and Trust
Denver, CO
04.2014 - 05.2018
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Increased efficiency and drove branch revenue by optimizing daily operations.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Raised capital by building partnerships with investors and maintaining strong stockholder relationships.
  • Created sales action plans to consistently meet employee retention, profit, customer experience and lending goals.
  • Delivered associate performance evaluations to determine merit increases and bonus amounts.
  • Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
  • Received internal audit score of 100%.
  • Top performing banking center, 4 years in a row.

Business Relationship Manager

BBVA Compass Bank
Weatherford, TX
02.2010 - 04.2014
  • Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Maximized and maintained client satisfaction in all aspects of credit management.
  • Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
  • Reviewed and analyzed client financial data to plan proposals.
  • Presented product and service details at various events to increase customer base.
  • Developed and implemented improved organizational tools to increase productivity.

Vice President/Branch Manager

JPMorgan Chase Bank
Fort Worth, TX
11.1996 - 02.2010
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Developed culture of success rewarding performance, productivity and sales results.
  • Promoted managers from employee ranks to encourage performance and maintain continuity of leadership.
  • Managed largest branch in Fort Worth region, achieving high customer satisfaction rates
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Consistently achieved outstanding audit results.

Overview

28
28
years of professional experience

Skills

  • Revenue Forecasting
  • Comprehensive Financial Reporting
  • Cost Analysis
  • Financial Oversight
  • Efficiency Monitoring
  • Internal and External Audit Collaboration
  • Partnership Strategy Development
  • Business Growth Strategy
  • Comprehensive Strategy Development
  • Performance Coaching
  • Project Planning
  • Strategic Executive Leadership
  • Regulatory Framework Development
  • Financial Management Expertise
  • Articulating Company Vision
  • Team Development
  • Sales Revenue Growth
  • Corporate presentations

Accomplishments

Received the Perfect Circle Award - 2015

One Club Recipient - 2016 & 2017

Service Summary Award - 2008

Timeline

SVP of Finance

Trinity Classic Homes
10.2021 - Current

Vice President/Regional Delivery Manager

UMB Bank
05.2018 - 10.2021

Vice President/Group Banking Center Manager

Colorado State Bank and Trust
04.2014 - 05.2018

Business Relationship Manager

BBVA Compass Bank
02.2010 - 04.2014

Vice President/Branch Manager

JPMorgan Chase Bank
11.1996 - 02.2010

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James Graham