James Mundy

Finance Professional

  • (617)  312-0097

Accomplished finance professional with over 25 years of managerial, operational and transactional experience in financial services and manufacturing industries. Keen analytic and problem solving skills, breadth and depth of experience and an exceptional work ethic enable me to be a valued contributor to your team.  Areas of expertise and experience include:

Financial Planning & Analysis | Budgeting & Forecasting | Mergers & Acquisitions | Corporate Valuation | Capital Raising | Interest Rate Risk Management | Start-up Operations | Business Intelligence | Capital Budgeting | Strategic Analysis | Quantitative Analysis | Financial Modeling | Financial Reporting | C-level Presentation Design & Delivery 

Work experience
Work experience
Dec 2007 - Feb 2015
Senior Financial Analyst

Oversee all aspects of annual planning process and other financial projects and initiatives as key member of Financial, Planning and Analysis team. Responsibilities and accomplishments include: 


Corporate Valuation Analysis  |  Financial Reporting  |  Budgeting & Variance Analysis | Sales Analytics & Forecasting  |  Cash Flow Forecasting |  ESOP Training | Ad Hoc Analysis


Developed Rolling Forecast Strategy | Automated Managerial Reporting  | Completed Driver-based Forecasting RFP |  Managed ESOP Valuations

Sep 2003 - Nov 2007
Lead Organizer
BankBlackwell, IO

Lead organizer and CEO-Designate for first minority financial institution to obtain Internet Bank charter.  Responsibilities and accomplishments included: 


 Drafted Regulatory Applications  |  Raised Capital |  Wrote Business Plan | Recruited Board 


  Raised $2.5M in start-up capital | Ensured OTS & FDIC Approval

Apr 1995 - Sep 2003
Chief Financial Officer

CFO of leading Community Financial Institution with national operations and over $500 million in assets.


ALCO Management  | Loan Loss Reserve Analysis | Completed Call Reports | Mergers, & Acquisitions  |  Bank Conversions & Integrations  |  IT Leader | Board Reporting  |  Member of Audit Committee


Completed three acquisitions in 4 years |  Oversaw Hostile Takeover Attempt | Raised $8.0M To Recapitalize Bank | Grew bank from $50M to $500M

Sep 1984 - Jun 1986
William E. Simon Graduate School of Business Administration

Finance and Corporate Accounting

Sep 1981 - Jun 1984
University of Rochester


Technical Skills
Microsoft Excel and Other Office Applications.
Microsoft Excel practitioner with experience in financial modeling, pivot tables, visual basic, user defined functions, consolidation.    Strong PowerPoint & Word skills.
HYPERION & SmartView
Strong track record for leveraging SmartView in financial modeling, automated reporting and automated templates.  Utilized Hyperion Planning in annual planning process and forecasting.
Database Technologies
Knowledge of numerous database technologies including SQL queries, data modeling, Oracle, MongoDB and MS query.
Self taught programming skills in the following languages: Ruby on Rails, Javascript and Visual Basic.