Summary
Overview
Work History
Education
Skills
Timeline
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James Phillips

Creswell,OR

Summary

Experienced project manager and finance professional with a strong background in property restoration, construction finance, and development. Skilled in project-level financial management, job costing, and advanced financial modeling for construction and real estate investments. Proficient in industry-standard software, including Xactimate, XactAnalysis, and Alacnet, with expertise in estimating, claims processing, and vendor management. Adept at optimizing financial operations, streamlining workflows, and driving profitability through data-driven decision-making. Holds a master's degree in finance, bringing a strategic perspective to budgeting, forecasting, and capital management. Proven ability to lead cross-functional teams, manage complex projects, and foster strong relationships with clients, adjusters, and stakeholders.

Overview

3
3
years of professional experience

Work History

Finance Manager/Lead Developer

CedarStone LLC
11.2024 - Current
  • Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
  • Reviewed and approved timesheets for project employees.
  • Investigated expenses not billed to customers and vetted employee reasoning.
  • Modeled and simulated potential investments to gauge returns and diversify portfolios.
  • Assessed financial data and determined suitable actions for investments.
  • Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
  • Created key performance indicators to measure and assess investment performance.

Finance/Compliance Manager

Restoration Pros
06.2022 - 10.2024
  • Handled all bookkeeping and project-level finance, including accounts payable, accounts receivable, invoicing, collections, and reconciliation for multiple restoration projects.
  • Managed vendor relationships, ensuring timely payments, negotiating terms, and coordinating material procurement and subcontractor agreements.
  • Generated detailed estimates in Xactimate, accurately assessing project scopes, material costs, and labor to align with insurance requirements.
  • Processed claims and coordinated approvals with insurance adjusters, ensuring accurate documentation and compliance with carrier expectations.
  • Worked within industry platforms such as Alacrity, XactAnalysis, and Xactimate to streamline claims processing, project tracking, and compliance with carrier requirements.
  • Handled billing and payment tracking, ensuring accurate job costing and financial reporting across multiple active projects.
  • Occasionally managed projects, overseeing crews, coordinating schedules, and ensuring work was completed according to scope, budget, and timeline.
  • Maintained communication with clients, adjusters, and field teams, facilitating smooth project execution and customer satisfaction.

Education

Master of Science - Finance

Oregon State University
Corvallis, OR
05-2025

Bachelor of Science - Philosophy

University of Oregon
Eugene, OR
06-2021

Skills

  • Project-Level Financial Management
  • Job Costing and Budgeting
  • Accounts Payable (AP) and Accounts Receivable (AR)
  • Financial Modeling for Construction and Development
  • Estimating and Scoping with Xactimate
  • Insurance Claims Processing and Coordination
  • Vendor and Subcontractor Management
  • Construction Project Management
  • Restoration Industry Software (Xactimate, XactAnalysis, Alacrity)
  • Contract Negotiation and Risk Management
  • Cash Flow Forecasting and Working Capital Management
  • Financial Statement Analysis and Reporting
  • Development Pro Forma and Investment Analysis
  • Revenue and Expense Forecasting
  • Cost Control and Profitability Analysis
  • Process Improvement and Workflow Optimization
  • Team Leadership and Cross-Department Coordination
  • Client and Insurance Adjuster Relations
  • Data-Driven Decision Making

Timeline

Finance Manager/Lead Developer

CedarStone LLC
11.2024 - Current

Finance/Compliance Manager

Restoration Pros
06.2022 - 10.2024

Master of Science - Finance

Oregon State University

Bachelor of Science - Philosophy

University of Oregon

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James Phillips