Excel Wizardry
Jim used "this" to turn raw numbers into executive ready visuals and charts and calm explanations- usually faster than anyone expected
Microsoft Excel
This recon project required Jim to untangle many mismatches & challenges and introduced multi-way recon!
Bulk Payables
When actuals didn't match the forecast, this skill of Jim explained the "why " - clearly, confidently and without panic
Variance analysis
This project demanded patience, precision and deep knowledge to calculate favorability (I know Jim will agree)
Recon enhancement Project
Jim consistently demonstrated this all through his career and dedicated years of service
Trust, disciplined execution, diligence, accuracy and the list goes on...
Jim was diligent with this task ensuring resources were assigned correctly and budgets stayed aligned with plans
Resource allocation and monitoring
This recurring event featured charts and explanation of numbers that Jim enjoys the most:)
Quarterly Business Review
Jim used this step to ensure forecasts stayed realistic as priorities, funding or scope changed
Re-forecasting/Refining estimates
Jim used this feature and helped turn thousands of rows into answers in seconds
Pivot table
Jim is an expert on this - system where budgets , allocations and the occasional mystery data entry all lived.
CLARITY
One of Jim's least favorite task: Limits project that required new integration and a decision to test a requirement gap identified late was prolonged and prolonged..allocation and budget follow up?
Interac direct project
After 23 years of financials, forecasts, allocations, flawless spreadsheets and much more at TD , this is one thing Jim will look forward to and not needing approvals :)
Day 1 of Retired life