james geraghty

vice president finance, behavioral health

About

As a Finance, Strategy & Operations Leader, I bring a combination of technical expertise, strong collaborative leadership, and business acumen to drive profitable growth, formulate new strategies, and streamline operations. Leveraging past experiences with both Fortune500 companies and smaller startup organizations, I thrive in situations where I can apply quantitative modeling and analysis, along with collaborative research to improve the financial and operational performance of an organization I am not just a "bean counting" financial manager— however I am a financial partner for any organization seeking to navigate the challenges of growing and scaling their business.

Country

united states

City

oakland

Industry

venture capital & private equity

Skill

financial modeling, financial analysis, due diligence, valuation, corporate finance, strategy, project finance, financial reporting, business strategy, finance, accounting, management consulting, forecasting, treasury management, operations management, business development, business planning, business process improvement, strategic planning, data analysis, market research, analytical skills, project management, business analysis, budgeting, variance analysis, cost accounting, financial planning, microsoft excel, microsoft office, microsoft powerpoint, google analytics, management, leadership, cross functional team leadership, contract negotiation, dcf, capital raising, capital budgeting, capital and expense budget management, cost variance analysis, budgeting and forecasting, financial forecasting, strategic finance, treasury, analytics, business valuation, net present value, irr, budget process

Experience

vice president finance, behavioral health

manager, financial planning and analysis

zaplabs

2017-1 - 2019-1 · 2 yrs 1 mo

Built and lead all finance-related functions for a rapidly scaling software (SaaS) product development company focused on the development of CRM, social media lead generation tools, brand websites, and data analytics platform in the real estate brokerage space. Director-level role, straight line reporting to the CEO. Integral partner to the senior leadership team, built finance as a key function within the company that previously had little financial presence. Designed and implemented new company planning and reporting process, which included product operations, revenue, budget, and headcount planning.

senior analyst, corporate financial planning and analysis

pacific gas and electric company

2008-1 - 2011-1 · 3 yrs 1 mo

* Corporate Finance Analyst. Forecasted short term liquidity, cash flow, and external debt & equity capital requirements for the Corporate Treasurer. Modeled long-term EPS trends for the CFO and Investor Relations. * Created detailed plans and forecasts for the cash forecasting and long-range planning process. * Provided ad hoc analyses and scenario planning support directly to Treasurer and CFO.

finance lead

alpine sg

2019-10 - Present · 7 yrs

lead senior

deloitte

2003-1 - 2008-1 · 5 yrs 1 mo

* Led teams of 5 * professionals to perform audits and financial statement reviews for 30 * clients consumer business, tech, healthcare, banking, and financial services, for both public and private companies.

manager, strategic finance and project evaluation

exelon

2015-8 - 2017-1 · 1 yr 6 mos

Led a team of analysts that spearheaded the strategizing and planning of $8B of annual capital spending across all lines of business and markets. In addition, led business case development and evaluation of large-scale capital investment proposals, particularly in wind and natural gas power generation. Led cross-functional teams tasked with business case development and financial valuation (NPV, IRR) for new project proposals and strategic partnerships. Developed cost of capital hurdle rates for all assets and markets. Monitored and recomended policy updates to corporate dividend and leverage policy based on competitor and market research. Recomendations delivered directly to C - suite and Board of Directors.