Sales Human Resources

PATRICK G. SMITH

**** ********* ***, *******, **, 30040 901-***-**** ab8731@r.postjobfree.com

CANDIDATE SUMMARY

Demonstrated ability to increase efficiencies in accounting and finance departments.

Direct experience in collaborating with IT, operation and sales departments to achieve company volume

and revenue goals.

Successfully worked with sales teams to maximize profit margin through individualized pricing strategies.

Experience managing full P&L responsibilities from a departmental and corporate level

PROFESSIONAL EXPERIENCE

PROMMIS SOLUTIONS 8/2012 to

Present

Financial Analyst

Under strategic direction from the CFO, forecast annual corporate budgets and business line financial

reporting models.

Prepare daily & monthly budget tracking reports while analyzing and identifying budgetary

variances/causes.

Responsible for reporting key financial results to senior management on a monthly basis.

Assist CFO and Controller through corporate bankruptcy filing and liquidation process.

CYNERGY DATA 8/2010 to

7/2012

Director, Financial Planning & Analysis

Primary responsibility working with senior management in developing corporate (finance) strategy

through annual budget planning.

Working with the CIO, structured reporting of merchant-level data to analyze profitability for over $10

Billion in annual processing volume.

Designed scheduled reporting and financial analysis for Sales, IT, and Operations.

Created monthly reporting mechanisms used to quickly identify gross margin for strategic sales channels.

Developed merchant and ISO-level profit models for Sales executive leadership.

Responsible for analyzing budget, evaluating forecasts, and providing key metrics to senior management.

NATIONAL BANKERS TRUST 2/2008 – 8/2010

Corporate Controller

As a factoring entity, assisted senior management in the design and implementation of new financial

services & products.

Streamlined Accounting and reporting systems by developing new pricing models directly resulting in a

15% increase in monthly profit.

Primary contact point for external audits including annual, lender, and governmental audits.

Created new incentive/commission plans implemented by Sales division.

Collaborated with IT to deliver customer-level reporting and suitable Sales financial reports.

Additional responsibilities included management of Human Resources department.

Supervisory responsibilities included managing four members of Accounting/Finance staff and one

Human Resources staff member.

TRANSFIRST MERCHANT SERVICES 8/2007 to 2/2008

Division Controller

Formulated Independent Sales and Services division strategic plan and annual budget.

Worked with President of Sales in determining suitable profit margins for products & services.

Analyzed ROI and conducted financial planning analysis for new Telesales division.

Assisted in development of sales executive goals and compensation plans.

Partnered with operations team to develop & implement products.

TX DIRECT 4/2006 to 8/2007

Vice President, Business Development

Researched, identified, and forecasted new strategic markets for corporate development.

Developed both merchant & product pricing and profitability models.

Worked with Finance team to develop Sales commission plans.

Provided leadership to Sales team in development and management of internal Telesales staff.

Collaborated with senior management in hiring, training & managing national outside sales reps &

Telesales staff.

Assisted President in negotiation with First Data in structuring ISO contract terms.

PAY BY TOUCH 5/2004 to

4/2006

Director of Finance

Developed private placement memorandums that raised in excess of $200 million in operating capital.

As part of Management team, assisted in completion of targeted acquisitions, including largest competitor,

BioPay.

Provided financial-specific direction on integration of newly acquired companies.

Provided corporate financial information and reporting to investment stakeholders.

Worked with Product and Sales departments during the production and implementation of new products

and services.

Managed external audit process and auditor relationship(s).

CONCORD EFS (FIRST DATA) 5/1996 to

4/2004

Senior Financial Analyst (2002-2004)

Delivered monthly profitability and financial analysis for senior management.

Calculated and reported monthly commissions for national sales teams comp plans.

Controller (1998-2002)

EFS Federal Savings Bank

Independent responsibility for Accounting and Finance functions for $400 million savings bank.

Aligned planning efforts with President in managing $300 million bond portfolio.

Managed audit relationships with FDIC, Office of Thrift Supervision, & Ernst & Young.

Assisted in the development of marketing strategies to increase deposits and originate loans.

Managed staff of 5 direct reports performing various bank functions.

Led efforts for holding company in divestiture of the bank.

Internal Auditor (1996-1998)

EFS National Bank

Developed reporting system to manage risk levels of trucking companies for EFS Trucking Services.

Assisted in audit processes with external auditors from Ernst & Young, FDIC, & Federal Reserve.

Worked with Finance executive team to provide due diligence during business acquisition reviews

ACCOMPLISHMENTS

2

Developed and managed telesales team that accounted for over 80% of all sales for TX Direct (now

ePayment America).

Created and implemented TX Direct retention program that decreased attrition by 40%.

Led partnership efforts between National Bankers Trust and President of ePayment America (formerly TX

Direct) to provide electronic payment services to merchants in the factoring industry. ePayment America

is now the one of the top merchant services providers for factoring companies.

Created new “Fast Cash” program at National Bankers Trust that increased monthly revenue by 10%.

This program was also effective in reducing client attrition and helped increase sales (can you quantify

this increase in a percent or $ amount?).

Directed marketing efforts at EFS Federal Savings Bank that help grow loan portfolio from $30mm to

$90mm.

Implemented Microsoft Dynamics Accounting and Finance program at National Bankers Trust that

decreased monthly closing process from 45 day to 20 days.

PROFESSIONAL STRENGTHS

Proficient financial modeling and forecasting skills

Experience with government (Federal Reserve, FDIC, OTS) and public (Ernst & Young, Deloitte, Other

Audit Firms) audit procedures

Ability to interact with C-level management

Working knowledge of banking rules and regulations

Firsthand experience with managing financial portfolio (Bonds, Loans, Etc)

Direct experience with factoring and asset based lending

Working knowledge of Microsoft Dynamics / Great Plains accounting system

Experience with raising capital for start-up and growth companies

Merger and acquisition experience

Works well in fast paced or entrepreneurial environment

EDUCATION

B.B.A - Accounting, University of Memphis, Memphis, TN – 1996

Patrick G. Smith – Resume p.3

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