James K. Manning, MBA
Hamden,CT
Summary
Finance Leader experienced in strategic financial planning and operational management. Delivered actionable insights through expertise in budgeting, forecasting, and regulatory compliance while fostering high-performing teams. Collaborated with executive stakeholders to optimize performance and support scalable growth.
Overview
1
1
Certification
28
28
years of professional experience
Work History
Director of Finance
Child & Family Agency of Southeastern
New London, CT
05.2024 - Current
- Led development and monitoring of budgets, financial forecasts, and long-range projections to inform strategic decision-making processes.
- Directed financial activities, ensuring compliance with accounting standards and regulatory requirements across the organization.
- Oversaw daily financial operations, including general ledger, accounts payable, accounts receivable, and financial reporting processes.
- Supervised and evaluated finance staff, providing technical guidance and ensuring compliance with agency policies and statutory requirements to enhance team effectiveness.
- Managed grants and contracts, ensuring compliance with regulations and supporting resource allocation for organizational initiatives.
- Collaborated with executive leadership to develop long-term plans and objectives for the finance department and broader organization.
- Collaborated with external auditors to facilitate annual audits and effectively present fiscal activities to senior leadership, ensuring transparency and accountability.
Controller
Clifford Beers Clinic
New Haven, CT
01.2020 - 01.2024
- Facilitated annual budget completion and audit analysis, aligning financial practices with organizational goals.
- Ensured accurate internal and external financial reporting, supporting compliance with federal, state, and funder fiscal policies.
- Prepared and reviewed monthly general ledger (GL) financial processes and financial statements for accuracy and compliance.
- Supported completion and analysis of annual budgets and audit processes, ensuring alignment with organizational goals.
- Managed grant budgets and financial reporting requirements, supporting resource planning and allocation.
- Oversaw grant budgets and financial reporting, enhancing resource planning and allocation.
- Monitored investment portfolios and maintained relationships with portfolio managers to support financial growth.
- Led Finance department staff through leadership development, succession planning, and performance evaluations.
Finance Manager
New Haven Job Corps Center
New Haven, CT
01.2016 - 01.2020
- Prepared detailed operating statements and tracked actual versus budget expenses for executive and departmental review.
- Approved journal entries, cost schedules, staff vacancy reports, and quarterly inventory audits, ensuring financial integrity across all transactions.
- Oversaw accounts payable, cash receipts, purchase requisitions, and payroll processes, maintaining accuracy and compliance for capital and operating accounts.
- Reviewed and approved invoices and purchase requisitions, ensuring timely processing of government reporting documents.
- Managed and controlled the monthly financial closing cycle for vocational training programs, ensuring timely and accurate reporting.
Senior Accountant (Consultant)
Creative Financial Staffing - Richemont, N.A
Shelton, CT
01.2015 - 01.2016
- Collaborated with accounting, brand finance, and operations teams to ensure accurate general ledger maintenance and reporting.
- Ensured timely reconciliation and appropriate reporting of key general ledger accounts in accordance with GAAP and IFRS.
- Managed cash applications for multiple brands and boutiques across US and Canada, ensuring timely processing and accuracy.
- Evaluated retail processes to ensure compliance with internal controls and supported continuous improvement projects.
- Participated in annual external and internal audits, providing data and analysis for audit requirements.
- Partnered with IT to streamline systems for improved efficiency and effectiveness in brand operations.
Business Intelligence Manager (Consultant)
Creative Financial Staffing - Porter & Chester Institute
Rocky Hill, CT
01.2014 - 01.2015
- Delivered business intelligence and application solutions that enhanced organizational decision-making capabilities.
- Collaborated with project teams to define resources, responsibilities, and timelines for successful BI initiative execution.
- Analyzed and designed solutions for data warehousing and business intelligence, supporting strategic planning.
- Provided weekly key metrics and analytical reports to executive staff, informing strategic decisions on education, admissions, marketing, and funding.
Assistant Finance Manager (Consultant)
Greater New Haven Transit District
Hamden, CT
01.2011 - 01.2013
- Oversaw accounts payable, cash receipts, sales orders, and bank accounts for capital, operating, and payroll functions.
- Coordinated with federal and state funding agencies to manage grants and community assistance programs, ensuring compliance and proper allocation of resources.
- Partnered with Elderly Housing, ADA, and public programs to enhance financial operations and compliance processes.
- Managed accounts payable, cash receipts, sales orders, and bank accounts for capital, operating, and payroll functions, ensuring accurate and timely financial reporting.
Internal Controls Senior
United Technologies Corporation
Farmington, CT
01.2008 - 01.2010
- Conducted risk and gap assessments and testing for Sarbanes-Oxley (SOX) compliance, driving year-over-year improvements.
- Collaborated with international teams to ensure SOX compliance and tracked resolution of identified issues.
- Conducted compliance audits, provided recommendations, and assisted in remediation planning.
- Led internal controls initiatives and managed change management processes across departments.
- Developed and coordinated new personnel orientation programs and updated control guidelines.
Accounting Manager
World Headquarters
Farmington, DE
01.2008 - 01.2009
- Administered NORAD System, extracting data from JDE to streamline general ledger and accounts payable processes.
- Coordinated budgets for SG&A and engineering functions, enhancing financial planning and analysis accuracy.
- Supervised staff in Financial Leadership Program, ensuring timely journal entries and closing cycles.
- Acted as the point of contact for external audit reviews and completed year-end schedules for corporate tax.
- Analyzed monthly country review files and supported ad hoc requests from finance and consolidation teams.
Lead Budget Manager
AT&T
North Haven, CT
01.2004 - 01.2008
- Developed, tracked, and reported departmental, business unit, and corporate budgets and forecasts.
- Forecasted and recommended budget and long-range plan levels for major corporate expense items.
- Performed variance analysis and recommended corrective actions for budget deviations.
- Developed shared service agreements and managed special billing and cross-charging processes for unregulated entities to enhance financial transparency.
- Performed variance analysis and recommended corrective actions for budget deviations, facilitating informed financial decision-making.
- Implemented new accounting methods and contributed to process reengineering initiatives, improving overall budgeting accuracy.
Accounting Manager - Regulatory
AT&T
New Haven, CT
01.2000 - 01.2004
- Managed regulatory reporting, including annual ARMIS and state filings, ensuring compliance with federal and state requirements.
- Ensured accuracy and completeness of financial accounting operations, enhancing reliability of financial reports.
- Developed business and project requirements for accounts payable, investments, and cost recovery billing to streamline processes.
- Liaised between finance and network organizations, facilitating improvements in regulatory systems operations.
- Acted as liaison for finance and network organizations, supporting regulatory systems operations and enhancements.
Accounting Manager - Finance
AT&T
New Haven, CT
01.1999 - 01.2000
- Implemented operational and functional changes that enhanced financial event accuracy and streamlined reporting.
- Administered general ledger systems and served as contact for affiliate billing and reconciliation issues.
- Developed documentation for financial adjustments, supporting timely monthly, quarterly, and year-end closing cycles.
- Administered general ledger systems and addressed affiliate billing and reconciliation issues to ensure accurate financial records.
- Provided data and analysis for tax department, external auditors, and internal stakeholders.
Education
MBA - Business Administration
University of New Haven
West Haven, CTBS - Accounting
Hampton University
Hampton, VASkills
- Financial planning
- Budgeting
- Forecasting
- Financial modeling
- Financial analysis
- Financial reporting
- Strategic planning
- Performance management
- GAAP
- Internal controls
- Microsoft Excel
- Financial systems management
- Process improvement
- Team leadership
- Cross-functional collaboration
Certification
- First Aid Certification
- CPR Certification
- Driver's License
Languages
English
Personal Information
Title: Controller/Director
Awards
- AT&T Infinite Achiever Award
- SNET Strides against Breast Cancer
- SNET Statewide Food Drive
- NYNEX Circle of Excellence award
- CIGNA HealthCare Quality Service Award
- Accounting Prize
- NYNEX Employee Management Team Award
- Yale scholarship
- Ralph Wenthworth Award
- Listed in Outstanding Young Men of America
- IRS VITA Award
Timeline
Director of Finance
Child & Family Agency of Southeastern
05.2024 - Current
Controller
Clifford Beers Clinic
01.2020 - 01.2024
Finance Manager
New Haven Job Corps Center
01.2016 - 01.2020
Senior Accountant (Consultant)
Creative Financial Staffing - Richemont, N.A
01.2015 - 01.2016
Business Intelligence Manager (Consultant)
Creative Financial Staffing - Porter & Chester Institute
01.2014 - 01.2015
Assistant Finance Manager (Consultant)
Greater New Haven Transit District
01.2011 - 01.2013
Internal Controls Senior
United Technologies Corporation
01.2008 - 01.2010
Accounting Manager
World Headquarters
01.2008 - 01.2009
Lead Budget Manager
AT&T
01.2004 - 01.2008
Accounting Manager - Regulatory
AT&T
01.2000 - 01.2004
Accounting Manager - Finance
AT&T
01.1999 - 01.2000
MBA - Business Administration
University of New Haven
BS - Accounting
Hampton University