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James E. Pattman
                                   Director of Accounting, Finance and Operations
                                   UPS | Corporate | Customer Solutions

                                   James E. Pattman obtained a B.S. degree in Accounting
                                   from Mississippi State University in August, 1979 and
                                   shortly thereafter was recruited into the oil and gas industry
                                   as an Internal Auditor.

                                    James began his UPS career in 1982 as an Accounting
                                    Supervisor in the Southeast Tex District (Houston). In
                                    1987, after successfully managing all areas of the
                                    accounting function, James accepted a special assignment
                                    in the Southwest Region (Dallas) to develop accounting
                                    controls and procedures for plant engineering projects and
preparation of Texas property tax renditions. In 1988, he was promoted to the Southeast Tex
District as the Accounting Office Manager responsible for the General Ledger, Accounts
Payable, Accounts Receivable, Collections, Billing, COD’s, Payroll and Data Processing
functions.

In 1989, James accepted a corporate assignment in Greenwich as part of the Accounting and
Finance team to support the development and deployment of the Worldwide Expedited Service.
As part of this team, James was selected to develop cost analysis and billing procedures for
Holland, Italy and Hong Kong.

In 1990, to round out his operations experience, James returned to the Southeast Tex District
as an Operation Center Manager and gained experience in managing both extended (Conroe)
and metro (Downtown) centers and completed a second term as the Accounting Office
Manager. James accepted the Southwest Region (Dallas) Billing Coordinator’s position in
1994, serving as corporate billing liaison supporting the Southeast Tex, New MexTex, Metro
Dallas/Northeast Tex, CenTex and Oklahoma districts.

In 1996, James returned to the corporate office (Atlanta) as a manager in the Billing Services
group with the Revenue Quality Assurance (RQA) project team to develop consistency and
improved accuracy in the domestic billing sites. In 1997, James joined the Business Information
and Analysis (BIA) group as a Post Profitability Manager responsible for the evaluation of the
revenue streams and profit margins for national accounts.

In 1999, James joined the Southeast Region PSI group where he served in various positions
including Accounting Manager, Georgia District PSI Sales Manager, and Strategic Account
Project Manager for accounts such as Office Depot, HSN and Source Interlink.

In 2007, with the integration of UPS Professional Services (PSI) and eCommerce, James
served as a Solutions Engagement Area Manager supporting the Carolinas, Florida, Georgia
and Tennessee. Later in 2007, James received his second career promotion as a Customer
Solutions Director responsible for Finance, Accounting, Communications, Training, and Data
Operations for the newly formed Customer Solutions group.
Upon joining the group James was instrumental in the reallocation of resources moving from the
use of decentralized resources within the regions to a centralized reporting structure which lead
to the formation of the Customer Solutions Training Team, the Customer Solutions Finance
Team and expansion of the operations group to support the function’s increasing need for
internal technology enhancements.

These changes lead to reductions in staffing and cost while increasing consistency, accuracy
and visibility. Since joining Customer Solutions, James and his team have been instrumental in
numerous accomplishments such as:

•   Development of the current Solutions Engagement Model and acceptance of the
    consultative sales approach for solutions sales support. This approach was adopted and
    presented during the corporate training conducted in November 2007 for all customer facing
    resources.
•   Realignment and improvement of cost allocation methodology and reporting.
    - Aligned cost to directors with a roll-up structure to vice presidents and reconciling to the
        corporate summary allowing for better understanding of cost planning, analysis and
        related accountability.
    - Reports - staffing cost reconciliation, analysis of travel meeting expenses, etc.
•   Development and maintenance of a database infrastructure to support the needs of
    Customer Solutions.
•   Development of a Solutions Dashboard to support management in a virtual environment.
    - Online employee management - organization chart, requisition management, staffing
        reports, vacation calendars, HR compliance, etc.
    - Performance reporting by workgroup
•   Functional Support Tools
    - Online memos, group meeting approvals, hardware & software request and account /
        employee search tools.
    - Customer Solutions Support Request System increasing support to resources while
        minimizing the required staffing.
•   Evaluated the feasibility of automating the billing process with TEAMS and Quick Books to
    more effectively manage the revenue and expense cycle. This lead to the development of
    our current financial management system - (OMS) Operations Management System
    - Designed to support revenue accountability, management visibility, and improved
        accuracy and efficiencies based on three key stages - Contracts, Billing, & Reporting.
•   Time Allocation by business unit - supports allocation of cost to business units based on
    related utilization of resources.

James is married with one son, James Jr. He enjoys sports, especially basketball and golf.
Participates with various charities such as The Passport to Manhood with the Boys & Girls Club
in Lawrenceville, GA, The March for Babies, Feed the Children, St Jude and youth basketball
programs in a coaching, fundraising and organizational capacity. He is also the founder of
HAAY, Inc. of Houston, Texas and NAAAY, Inc. of Roswell, Georgia. Both are nonprofit
organizations founded to utilize basketball as a vehicle to receive funding for a college
education and “Going Pro” in professions outside of basketball. He has served as President,
Vice-President, and is currently on the Executive Advisory Council of the Mississippi State
University Black Alumni Society. He is a 33-year active Life Member of the Omega Psi Phi
Fraternity, Inc.

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Profile james pattman june 2010

  • 1. James E. Pattman Director of Accounting, Finance and Operations UPS | Corporate | Customer Solutions James E. Pattman obtained a B.S. degree in Accounting from Mississippi State University in August, 1979 and shortly thereafter was recruited into the oil and gas industry as an Internal Auditor. James began his UPS career in 1982 as an Accounting Supervisor in the Southeast Tex District (Houston). In 1987, after successfully managing all areas of the accounting function, James accepted a special assignment in the Southwest Region (Dallas) to develop accounting controls and procedures for plant engineering projects and preparation of Texas property tax renditions. In 1988, he was promoted to the Southeast Tex District as the Accounting Office Manager responsible for the General Ledger, Accounts Payable, Accounts Receivable, Collections, Billing, COD’s, Payroll and Data Processing functions. In 1989, James accepted a corporate assignment in Greenwich as part of the Accounting and Finance team to support the development and deployment of the Worldwide Expedited Service. As part of this team, James was selected to develop cost analysis and billing procedures for Holland, Italy and Hong Kong. In 1990, to round out his operations experience, James returned to the Southeast Tex District as an Operation Center Manager and gained experience in managing both extended (Conroe) and metro (Downtown) centers and completed a second term as the Accounting Office Manager. James accepted the Southwest Region (Dallas) Billing Coordinator’s position in 1994, serving as corporate billing liaison supporting the Southeast Tex, New MexTex, Metro Dallas/Northeast Tex, CenTex and Oklahoma districts. In 1996, James returned to the corporate office (Atlanta) as a manager in the Billing Services group with the Revenue Quality Assurance (RQA) project team to develop consistency and improved accuracy in the domestic billing sites. In 1997, James joined the Business Information and Analysis (BIA) group as a Post Profitability Manager responsible for the evaluation of the revenue streams and profit margins for national accounts. In 1999, James joined the Southeast Region PSI group where he served in various positions including Accounting Manager, Georgia District PSI Sales Manager, and Strategic Account Project Manager for accounts such as Office Depot, HSN and Source Interlink. In 2007, with the integration of UPS Professional Services (PSI) and eCommerce, James served as a Solutions Engagement Area Manager supporting the Carolinas, Florida, Georgia and Tennessee. Later in 2007, James received his second career promotion as a Customer Solutions Director responsible for Finance, Accounting, Communications, Training, and Data Operations for the newly formed Customer Solutions group.
  • 2. Upon joining the group James was instrumental in the reallocation of resources moving from the use of decentralized resources within the regions to a centralized reporting structure which lead to the formation of the Customer Solutions Training Team, the Customer Solutions Finance Team and expansion of the operations group to support the function’s increasing need for internal technology enhancements. These changes lead to reductions in staffing and cost while increasing consistency, accuracy and visibility. Since joining Customer Solutions, James and his team have been instrumental in numerous accomplishments such as: • Development of the current Solutions Engagement Model and acceptance of the consultative sales approach for solutions sales support. This approach was adopted and presented during the corporate training conducted in November 2007 for all customer facing resources. • Realignment and improvement of cost allocation methodology and reporting. - Aligned cost to directors with a roll-up structure to vice presidents and reconciling to the corporate summary allowing for better understanding of cost planning, analysis and related accountability. - Reports - staffing cost reconciliation, analysis of travel meeting expenses, etc. • Development and maintenance of a database infrastructure to support the needs of Customer Solutions. • Development of a Solutions Dashboard to support management in a virtual environment. - Online employee management - organization chart, requisition management, staffing reports, vacation calendars, HR compliance, etc. - Performance reporting by workgroup • Functional Support Tools - Online memos, group meeting approvals, hardware & software request and account / employee search tools. - Customer Solutions Support Request System increasing support to resources while minimizing the required staffing. • Evaluated the feasibility of automating the billing process with TEAMS and Quick Books to more effectively manage the revenue and expense cycle. This lead to the development of our current financial management system - (OMS) Operations Management System - Designed to support revenue accountability, management visibility, and improved accuracy and efficiencies based on three key stages - Contracts, Billing, & Reporting. • Time Allocation by business unit - supports allocation of cost to business units based on related utilization of resources. James is married with one son, James Jr. He enjoys sports, especially basketball and golf. Participates with various charities such as The Passport to Manhood with the Boys & Girls Club in Lawrenceville, GA, The March for Babies, Feed the Children, St Jude and youth basketball programs in a coaching, fundraising and organizational capacity. He is also the founder of HAAY, Inc. of Houston, Texas and NAAAY, Inc. of Roswell, Georgia. Both are nonprofit organizations founded to utilize basketball as a vehicle to receive funding for a college education and “Going Pro” in professions outside of basketball. He has served as President, Vice-President, and is currently on the Executive Advisory Council of the Mississippi State University Black Alumni Society. He is a 33-year active Life Member of the Omega Psi Phi Fraternity, Inc.