Darvin Hooey
Arlington,Texas
Summary
Strategic finance and operations leader with 15+ years of experience driving performance through data analysis, financial modeling, and process optimization. Expert in building scalable forecasting tools, implementing ERP systems (NetSuite, Sage), and leveraging SQL, Tableau, and Access to deliver business-critical insights. Adept at leading cross-functional teams across Finance, Operations, and IT to execute enterprise-wide initiatives that improve efficiency, reduce costs, and support long-term growth. Proven success in client onboarding, corporate development, and small business consulting. Known for aligning financial strategies with business goals, mentoring high-performing teams, and influencing executive decision-making through data-driven recommendations.
Overview
23
23
years of professional experience
Work History
Consultant
Small Business Consulting
Dallas, TX
07.2023 - Current
- Advised 10+ small businesses on strategic finance and operational planning, increasing efficiency and revenue by 25% within 12 months
- Built scalable financial models and implemented data dashboards using Excel, Tableau, and SQL for actionable insights and forecasting
- Guided NetSuite/Sage ERP selection and configuration for clients, reducing manual processes and enhancing data integration
- Delivered customized business plans and investor-ready financial forecasts, securing funding and new market entry with minimal risk
- Championed workflow automation and CRM adoption, resulting in higher lead conversion and customer retention
Director Client Onboarding
JPMorgan Chase & Co.
Plano, TX
12.2021 - 07.2023
- Company Overview: (Banking / Financial Services)
- Led cross-functional teams as Director Client Onboarding, driving streamlined implementation processes and enhancing overall client satisfaction
- Developed and executed scalable client onboarding strategies, supporting significant revenue growth and ensuring seamless integration for enterprise clients
- Directed improvements across the client onboarding lifecycle, resulting in greater operational efficiency and stronger client engagement
- Implemented KPI-driven onboarding workflows aligned with service level agreements, consistently meeting and exceeding onboarding delivery goals
- Managed integration of JPMC products with client NetSuite, Sage, and other ERP solutions
Assistant VP Project Finance
Texas Central
Dallas, TX
11.2018 - 03.2021
- Company Overview: (Transportation)
- Built and maintained comprehensive financial models for a $30B infrastructure project, incorporating risk, cost structure, and investment scenarios
- Led due diligence and project finance negotiations with banks and government agencies, ensuring regulatory and technical alignment
- Developed data-driven investor memos and presented business cases to credit committees, private equity investors and other international stakeholders directly influencing funding outcomes
- Partnered with legal and engineering teams to monitor compliance with financial covenants and contractual deliverables
- Coordinated cross-functional teams across legal, technical, and finance domains to ensure timely project execution and adherence to budgetary and contractual milestones
Senior Business Manager
AT&T
Dallas, TX
11.2004 - 10.2018
- Company Overview: (Telecommunications)
- Drove cost savings of 15% annually by leading cross-functional process improvement projects using ITIL, Agile, Six Sigma and data analysis techniques
- Created financial models, reports and KPI dashboards in Access and Excel to guide business planning and resource allocation
- Spearheaded strategic business plans that enhanced market share and improved service delivery
- Collaborated with senior leadership to implement process improvements that reduced costs by 10% while maintaining quality standards
- Managed stakeholder relationships and negotiated contracts to expand business partnerships and increase competitive advantage
- Partnered with procurement and finance to automate workflows, reducing delays and increasing data accuracy
Corporate Development / M&A Analyst & Associate
AT&T
Dallas, TX
06.2002 - 10.2004
- Company Overview: (Telecommunications)
- Conducted valuation modeling (DCF, comps, transaction analysis) to support M&A and joint ventures, including a $500M convertible debt deal
- Developed and maintained detailed financial models (DCF, comparable company, precedent transactions) to support valuation and transaction structuring for M&A opportunities
- Coordinated and supported due diligence processes by collecting and analyzing financial, operational, and legal data, ensuring thorough risk assessment and informed decision-making
- Led due diligence and integration planning across finance, legal, and operations to capture post-merger synergies
- Created investor decks, C-suite and board presentations synthesizing deal metrics, ROI analysis, and strategic alignment
Education
MBA - Finance
Southern Methodist University
Dallas, TXBA - Economics
University of Texas
Austin, TXSkills
- Financial Analysis & Forecasting
- Financial Modeling (DCF, Scenario, Sensitivity)
- Budgeting & Long-Range Planning
- Investment & Valuation Analysis
- Data & Business Intelligence
- SQL (queries, stored procedures, data integration)
- Tableau Dashboards & Data Visualization
- Microsoft Access & Excel Automation
- Enterprise Systems & Tools
- NetSuite (Configuration, Reporting, Workflows)
- Sage Accounting / ERP
- Microsoft Office Suite
- Process Improvement & Operations
- Workflow Automation
- KPI & SLA Management
- Agile Methodology
- Cross-functional teams
- Strategic Leadership & Execution
- Project Management
- Client Onboarding
- Stakeholder Engagement
- M&A Due Diligence
- M&A Integration
- Small Business Consulting
Websites
Summary Of Accomplishments
- Reduced budgeting / planning cycle time by 45% via process improvements, Consulting
- Constructed new investor proposals, assessing cost structures and financing arrangements, Consulting
- Led modeling of $30 billion high-speed rail project, Texas Central
- Delivered $15M annual savings through strategic process optimization, AT&T
- Negotiated relationships, including a $500 million convertible debt-backed alliance, AT&T
Timeline
Consultant
Small Business Consulting
07.2023 - Current
Director Client Onboarding
JPMorgan Chase & Co.
12.2021 - 07.2023
Assistant VP Project Finance
Texas Central
11.2018 - 03.2021
Senior Business Manager
AT&T
11.2004 - 10.2018
Corporate Development / M&A Analyst & Associate
AT&T
06.2002 - 10.2004
MBA - Finance
Southern Methodist University
BA - Economics
University of Texas
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