Jim Siena, MBA

Experience

• 

  Xerox

  Apr 2006 - Mar 2017

  - Support monthly close by preparing journal entries, account reconciliations, reporting and variance analysis.- Prepare quarterly outlooks, assessments and annual plan.- Prepare and present the close packages to management.- Custodian of the SEAM cost allocation model.- Participate on various teams, reporting, training and transformation.- Perfrom ad hoc financial analysis as required.- Provide financial planning and analysis support.- Comply with Sarbanes-Oxley principles for accounting entries and desktop application validation. Show less Was responsible for developing, implementing and maintaining the pricing structure for Xerox Office Products sold in the US by all Xerox US operating companies. Worked in cross-organizational and cross-functional teams building the consensus necessary to implement product equipment and post sale pricing that is market relevant and in line with corporate objectives. - Developed, implemented and maintained the pricing structure for Xerox A4 Office products and accessories sold by all Xerox US direct sales force. - Comprehended internal product positioning, competitive environment and customer requirements.- Provided leadership in developing launch pricing and ongoing pricing strategies.- Worked with finance, marketing and supply chain organizations to develop promotion strategies.- Performed pricing analysis to evaluate achieved price erosion, price distribution, and competitive positioning.- Provided required financial analysis with price proposals.- Developed a Price Distribution Tool that provided in-depth pricing analysis and KPI’s. Show less The job position is an analyst role for corporate under the Enterprise Financial Information Warehouse group. Our group is designed to help facilite one consolidated source of reporting financials and activity metrics worldwide. This is an important role as the data that gets submitted eventually makes it to Corporate, which gets reported to our shareholders (either 10K or 10Q). I assist users with loading source data into our model and help users interpret the results. I also streamline our own internal processes and in an attempt to better utlize our own resources. Show less

  • Senior Financial Analyst

    Nov 2016 - Mar 2017

  • Pricing Program Manager

    Aug 2013 - Oct 2016

  • Accounting Analyst, Developing Market Operations

    Aug 2011 - Aug 2013

  • Corporate Analyst

    Nov 2009 - Sept 2011

  • Analyst

    Apr 2006 - Nov 2009
• 

  Rochester Regional Health

  Apr 2017 - Feb 2021

  • Lead on SIDER Project, which is the new system-wide method for making budget changes at Rochester Regional Health. Includes the ability to request different budget change types – incremental expense, labor, non-labor, capital, statistical changes and more. There is business logic that drives a workflow depending on the type of request. The toolset comprehends workflow for approval and for making the appropriate budgetary impact.• Was a key member of the team in all phases of the project from conception, requirements gathering, development, UAT, QA, implementation, and post-live support.• Changed the way Rochester Regional budgets from a 1-year cycle to a 3-year rolling budget cycle.• The SIDER tool gives visibility into what changed the budget and why it changed. It is also flexible in that it gives both operations and finance the ability to make changes.• Became the key focal point for knowledge internally on how the new budget works.• Proficient at developing BI reports using Infor Application Studio. Created many dashboards and custom reports using SQL and OLAP cubes.• In SQL Server created many custom tables, views, queries, functions, and stored procedures to meet business needs. Created jobs to process cubes or update tables on a schedule.• Became very good at building Microsoft Analysis Services (SSAS) cubes and Infor OLAP cubes to support evolving business needs. Using Visual Studio and SQL built a multi-dimensional FTE cube. This was designed to combine actuals and budget at an employee level to analyze metrics such as dollars, hours, FTEs and variances to budget. Made other measures to bring in data from Workday, which is our HR system of record, to compare to the budget. Created multiple BI reports from this data. Show less • As part of Finance, my role was to support behavioral health operations. Met with operational leaders weekly to discuss business and understand any changes needed to the budget. It also helped them with any major variance to budget and tried to get an understanding of what was driving the variance.• Worked with NYS DOH to apply for grant funding for new behavioral health programs.• Part of the Decision Package Project which collected new budget requests across the organization. Created Excel VBA macro to aggregate data from a series of Excel workbooks into one workbook. This workbook was summarized and into a reportable and actionable format so management could easily make decisions on whether they wanted to accept the new budget request or reject it. Show less

  • Senior Systems Analyst / Programmer

    Nov 2017 - Feb 2021

  • Senior Operational Support Analyst

    Apr 2017 - Oct 2017
• 

  CFO Solutions, LLC

  Feb 2021 - now

  • Built and configured multiple custom Infor EPM applications delivering integrated planning, budgeting, forecasting and scenario modeling.• Mentored and coached 8-10 team members.• Collaborated with team members to design and implement tailored solutions to meet the needs of the client.• Managed requirements and design meetings with client and documented expectations. • Led effort on internal QA and UAT sessions with client.• Provided end-user and admin training and documentation.• Helped to develop a project plan with estimated timeline.• Led multiple project status calls and updated project tracking. • Coached the client on project decisions and actions. Show less

  • Principal Consultant

    Mar 2023 - now

  • Senior Consultant

    Feb 2021 - Mar 2023