PAUL S. GOERTZEN

**** ****** ****** ***** ~ Round Rock, TX 78681

512-***-**** ~ acetww@r.postjobfree.com

OPERATIONAL EXCELLENCE

Dedicated, results-driven management professional skilled at developing project plans and deliverables for high-

quality execution and sustainability. Initiator and strategic thinker adept at building motivated, productive

management teams that achieve goals and objectives. Exceptional collaboration and people skills, highly

proficient at building consensus and bringing out the best in others.

Areas of Expertise:

Organizational Development Change Implementation Workflow Analysis

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Managerial Re-Organization Predictive Analysis Enterprise Implementation

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Strategic Alignment EBITDA Management Lean & Six Sigma Implementation

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Program Management Manufacturing PE Operational Excellence

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Change Management Cross-Functional Teams Direct Sales / Sales Process

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“Paul is a solid professional with a methodical approach to solving complex business problems, making him a

highly sought after asset in our company and clients”

Dan Visel (LSSBB), COO, TTR LLC

SELECTED CAREER HIGHLIGHTS

Overhauled, Restructured, & Integrated customer service, load planning, and fleet call-center for 2 nd largest

US trucking firm resulting in reduction of service order wait time by 72% and increasing labor hour productivity

by 40%.

Awarded USCCG Chairman’s Award for Total Cost Reduction Initiative, the single largest authorization in

the company’s history based on Fortune 500 retail manufacturer’s referral of work from client teams.

Spearheaded SMB Asset Protection Team, devised and implemented strategies to reduce frozen account

times by 30% and increased new account retentions at Fortune 100 technology service call center.

PROFESSIONAL EXPERIENCE

Consultant, SPINNAKER RESEARCH, Round Rock, TX 2011– 2014

Independent consulting, providing organizational development contract services to large international based

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companies and consulting firms.

Generated cost savings and productivity improvements of $1-6MM and ROI of 3+ times year over year

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average for clientele.

Consultant, BROOKS INTERNATIONAL CONSULTING GROUP, West Palm Beach, FL 2011 – 2012

Redesigned managerial structure and behavioral development, with an emphasis on quick turn-around for

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future sustainment.

Developed a wide range of client hierarchies to become methodical and results driven managers.

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Side-by-side client implementation of System for Management with an emphasis on sustainment with client

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cross-functional teams on all programs and processes.

Reported directly to client executive level or above as on-site project manager.

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Delivered a total of $16MM in permanent improvements to clients’ operating income for the fiscal year.

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PAUL S. GOERTZEN – PAGE TWO

P R O F E S S I O N A L E X P E R I E N C E Continued

Senior Project Consultant, USC CONSULTING GROUP, Tampa, FL 2006 – 2011

Analyzed client's operations and processes, including people processes, workflow, materials, products,

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performance, and scheduling, to refine specifications.

Examined processes for variations in waste, quality, efficiency, effectiveness, and productivity and test

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products in production process for quality metrics, including performance, dimensions, and mechanical

characteristics. Average $5MM in client savings per year

Leveraged Lean Manufacturing, Six Sigma, and internally developed intellectual tools and methodologies to

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create and implement project plans for process improvements programs.

Implemented and directed cross-functional teams between all levels of clientele's onsite management with

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reporting to clientele's executive management.

DELL FINANCIAL SERVICES, Austin, TX 2002 – 2006

Senior Quality Analyst, Asset Protection Team, 2005 – 2006

• Drove design for quality program for Small-Medium business segment of Asset Protection team;

implemented, administered, and reviewed program with a focus on process improvement.

• Re-organized the processing of accounts; including methodology, metrics, loan and sales data management

systems and manpower responsibilities.

Asset Protection Coordinator, 2002 – 2005

• Identified and researched applications and orders to prevent fraud and assisted customers in taking steps to

correct and prevent identity theft.

• Oversaw high volume of customer support, supplying answers to questions regarding account balance, asset

order status and fraud prevention.

Senior Financial Consultant, QUICK & REILLY, Austin, TX 2001 – 2002

Promoted and marketed financial products by consulting with individuals and businesses to determine

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products and programs to meet long and short-term financial goals.

Created and implemented effective marketing strategies, including seminars and cold calling, to influence

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current and potential customers; leveraged customer database to drive referrals.

Reduced 55% of assigned self-directed, high-margin, high-risk, non-performing accounts, and transferred

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assets to managed portfolios.

Exceeded quota by a 22% margin for new account openings with over $100,000 per account in new assets.

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Investment Sales & Service Rep, USAA, San Antonio, TX 2000 – 2001

Managed and serviced mutual fund investment account for retail clients and assisted customers in selection

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of investment products consistent with investment plans.

Maximized cross-selling opportunities.

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Financial Advisor, MORGAN STANLEY DEAN WITTER, San Antonio, TX 1999 – 2000

Obtained Series 7, 31, 66 licenses and Group I License for Life and Health Insurance for trading and

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advising investment products.

Sourced and generated new business through aggressive prospecting and marketing methods, including

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cold calling.

E D U C AT I O N

BS, Aviation Management, Southern Illinois University, Carbondale, Illinois

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