James Chin

Director of Financial Planning & Analysis
Senior Director of Finance

Award-winning executive possessing extensive experience in finance and accounting acquired through progressive roles in multiple industry sectors. Leverages skills in systemic analysis to generate innovative solutions during departmental transitions, global acquisition, special project design and implementations, and periods of planned and unplanned change. Adept at delivering impactful presentations to key stakeholders including senior decision-makers and C-Level teams, demonstrating excellence as a proven leader when driving organizational success through strategic financial decision-making and ensuring the attainment of targeted goals. Now positioned for leadership roles of escalated title, scope of function, and level of responsibility within a select organization.

Currently located in Greater Englewood, CO. Open to 25% travel, remote, hybrid & onsite workplace.

Experience

Nov 2013 – Present

Senior Finance Director

Developed and maintained budgeting ($50M) process and forecasting models (monthly and multi-year views) with ongoing refinements to assumptions and methodologies. Provided monthly comprehensive financial packages outlining actual-to-budget variances, revenue trends, and productivity metrics. Generated monthly analytical reports measuring clinical and financial performances including program and individual provider dashboards.

Nov 2011 – Nov 2013

Clinical Business Administrator

Piloted key department initiatives encompassing expense management, faculty recruitment, productivity measurements, and revenue enhancement opportunities. Developed new reporting tools to analyze and synthesize disparate and large data sets.

Aug 2009 – Nov 2011

Senior Financial Analyst

Charged with providing analytical support for the hospital’s major service lines: Neurosciences Institute, Orthopedic Institute, and the Center for Cancer and Blood Disorders. Facilitated strategic relationships with key leaders across the Pharmacy, Surgery, and Diagnostic business units, providing analytical focus to clinical programs and business guidance to hospital operations.

Jan 1998 – May 2008

Senior Vice President

Directed and monitored product profitability analyses to senior management i.e., margin contribution, investment performance vs. benchmark, net asset flows, and equity interest valuation. Served as the functional controller for the retail marketing group ($22 bn AUM: mutual funds, high net worth individuals, corporate accounts, and defined contribution platforms) and Large Cap Value investment team ($28 bn AUM).

Results

Aligning with HR, Research, and Clinical operations department heads and assuming financial functions, providing direction and guidance for the department amidst an adverse business environment, resulting in stability and receipt of Special Recognition Award (2023)

Selected by the CFO to partner with the Legal team and international counterparts during the acquisition, providing financial calculations and analysis to maintain employee retention of the stock option plan. The plan was generated and accepted by the Executive Committee and General Counsel.

Amidst the expansive addition of specialty programs in the Department of Pediatrics, developed and presented a recruitment template that became the talent acquisition and onboarding benchmark, ensuring departmental growth from 497 to 636 (28%), and revenue growth of 25%

Expertise

Accounting & Cost Accounting

Budget Design & Maintenance

Long Term Forecasting (Multi-Year)

Gap Analysis

Business/Data/Profitability Analysis

Performance Measurement

Cost/Benefit Analysis

Policies & Procedures

Strategic Partner Alliances

Process Improvement

Problem Solving

Time Management

Business Operations

Program Management

Financial Reporting

Risk Assessment

Cross-Functional Teams

Collaborative Leadership

Policy, Procedure, & Methodologies Design

Financial Modeling/Analysis

Education

Master of Science (MS)
Accounting/Corporate Finance

Bachelor of Arts (BA)
Religion/East Asian Studies

Meet James

Q & A

Why did you choose your profession?

I enjoy the analytical nature of my work as it appeals to my sense of being detailed, thorough, and meticulous. In the work I do I feel there is always a problem that needs to be solved or a question that needs an answer. In addition, communicating my work is very important as it cannot exist in a vacuum, so I am always seeking the right format or vehicle for presenting complex information in an accessible way.

Who are your main influences?

The investor Warren Buffet for his emphasis on the long term and seeking the true value of his targets without the noise of those around him and to be independent of their opinions.

College basketball coach John Wooden for seeing and using basketball as a metaphor for living a life honestly with integrity and courage.

What is your greatest accomplishment?

My greatest personal accomplishment is being accepted into the JP Morgan management training program as this entailed dual acceptance to New York University business school into their master’s program as well as meeting the professional requirements of the firm. I was successful in meeting these two independent experiences by excelling academically and adapting professionally. Having no business background, it provided me with the entré into financial services and informed all of my experiences for future roles in finance and accounting.

What tools do you use?

I extensively use Excel and consider myself an expert user. I have generated sophisticated and creative dashboards and reports very accessible to the end user. I am an intermediate Tableau user distilling and transforming large complex data sets into visual summaries that are easy to grasp. I am also very adept with PowerPoint and use it as an extension of my usage of Excel and Tableau in creating animated narratives when presenting data.

What advice would you give to someone just starting out in your profession?

Be clear about your standards and associate yourself with those you share the same goals and priorities you wish to achieve in all of your endeavors.

Interests & Hobbies

Photography

Hiking

Cinema

Testimonials

Venus Mann, Associate Director, Clinical Administration, University of Colorado School of Medicine

James is one of our senior administrative executives in the DFM and is masterful at managing our finances. We are so very fortunate to have him at the financial helm, and even more so now, in light of our DFA position being vacant. We would be in a world of hurt without James. His financial prowess and wizardry are enjoyable to watch, and I respect his mad skills. Everything James produces is outstanding and far exceeds all expectations. Because of James and our T3 team, we didn’t miss a deadline or skip a beat in over a year without a DFA.

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David Clute, Director of Finance and Administration, University of Colorado School of Medicine

Throughout 2020, James remained a steady and significant contributor to our finance team. We have and continue to operate in very uncertain times; his cautious approach to forecasting and budgeting continues to serve us well. James is kind and respectful in his interactions with others. I can count on James to be a role model of professionalism.

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