Mike James

Experience

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  SPAWAR

  Jun 2005 - Feb 2006

  Accounting Intern

  Department of Defense Accounting Intern • Used accounting software to input and pay accounts payable invoices • Performed presentations on research projects to improve employee efficiency

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  CBIZ

  Jul 2006 - Dec 2008

  Senior Audit Associate, CPA

  Audit Services Senior Associate (Jul 08 - Dec 08)• Lead Senior on audit engagements including supervision of staff, main client point of contact, and ensured team completed tasks in line with budgetAudit Services Associate (Jul 06 - Jun 08) • Planned and performed financial statement audits and reviews for various public and mid-market technology, software and R&D clients in accordance with GAAP

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  Intuit

  Jan 2009 - May 2022

  • Finance Leader for the Technology Ecosystem Platform driving 3-and-1 year planning, resource allocation, AWS investments and headcount planning for over $500M+ budget and 1500+ employees. • Partner with Sr. Leadership on investments, site strategy and resourcing decisions throughout year to achieve highest yielding opportunities.• Lead a cross functional team of 4 financial analysts from BU’s and Functional Groups. • Manage R&O’s, reporting processes, budget v. actuals and planning timelines across finance teams. Show less - Drive and coordinate P&L for annual financial Plan and Forecast cycles, month-end close, and 3-Year Targets for the Consumer Group (TurboTax & Mint).- Finance Leader for CG Tech Ecosystem Platform driving planning, resource allocation, AWS investments and headcount planning. - Manage team responsible for CG FP&A processes, data automation & transformation, expense management for Product Development, Design, Product Management, G&A and COGS- Drive Data Automation process to automate in-season daily TurboTax revenue & unit reporting from manual process to self-service dashboard in Qlik. Show less •Partner with BU’s & FG’s to provide monthly, quarterly & annual variance analysis for leadership team. •Drive 3 year planning process including target setting, planning for re-org/divestitures, and creating financial BOD presentations. •Drive annual Intuit DCF valuation (using market & income approach) for annual impairment testing.•Participated in Fast Track Program•Drive P&L consolidations as well as balance sheet, cash flow statement and share count forecasting•Prepare financial reporting board meeting materials for the Board of Directors and Audit Committee on quarterly basis•Provide analysis & modeling for qtrly profitability, equity planning, & EPS sensitivity. Show less Senior M&A, Intangibles Accountant & EY Liaison (Aug 11 - Jul 12) • Purchase price accounting for acquisitions of Demandforce & AisleBuyer• Perform quarterly & annual intangibles/goodwill impairment testing per Topic 350 and 360• Performed accounting related to impairment and divestiture of Business Banking group. Corporate FP&A Rotation (Apr 12 - Jul 12)• Partner with Lead FA on 3-and-1 year plan process and creation of BOD presentation slides Senior Retail Corporate Accountant (Dec 08 - Aug 11) • Managed retail accounting including promotions & market development funds• Partnered regularly with to identify variances & create plans to eliminate surprises Show less

  • Sr Finance Leader, Technology FP&A

    Jan 2022 - May 2022

  • Finance Manager - FP&A, Consumer Group

    Jan 2018 - Jan 2022

  • Lead Financial Analyst - BU Finance, TurboTax

    Jan 2016 - Jan 2018

  • Lead Financial Analyst / FP&A Manager, Consumer Group

    Jan 2014 - Jan 2016

  • Lead Financial Analyst, Corporate FP&A

    Jan 2012 - Jan 2014

  • Senior Accounting Analyst, CPA

    Jan 2009 - Jan 2012
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  Chegg Inc.

  May 2022 - now

  • Managed team of 3-4 analysts in charge of managing ~$300M+ OPEX including annual planning, resource & headcount allocation, AWS investments, R&O scenario planning and variance analysis. • Spearheaded FP&A effort to drive OPEX Team from Excel models into Adaptive Planning for all forecasting, reporting and variance analysis.• Partnered with systems team to refine automation & reporting capabilities including automated headcount modeling, standardized OPEX reporting dashboards and C-Staff reporting packages. • Drove multiple Chegg-wide spend savings initiatives to identify areas of opportunities to help drive higher profitability. Show less

  • Director of Finance

    Oct 2023 - now

  • Senior Finance Manager

    May 2022 - Oct 2023