Manager Management

GREGORY DEAN TAYLOR

**** ** **** *******, **** Lauderdale, FL 33305 904-***-**** *********.@***.*** www.linkedin.com/in/gregdtaylor

Director of Finance

Experienced Financial leader with a strong operational background in Accounting & Finance. Successful track

record of financial planning & analysis, strategic planning, financial systems management and conversion, sales

reporting, forecasting, and cash flow management. Successful in healthcare, asset management, securities,

insurance, banking, public, private, and matrix reporting environments through a total team approach. MBA

educated, Six Sigma Green Belt certified finance professional with broad business acumen and financial

expertise.

Professional Experience

SLEEK SURGICAL & MEDSPA BOCA RATON, FLORIDA 2011 PRESENT

One of the largest Plastic Surgery and MedSpa chains in the United States with locations in NY, MA & FL.

DIRECTOR OF FINANCE AND OPERATIONS

Finance Director responsible for managing all company financial functions, including: Financial Planning and

Analysis; Accounting & Internal Controls; Accounts Payable; Accounts Receivable; and, Office Operations.

Business Partner with CEO/Owner to develop and execute the company's growth strategy and business

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model. Direct operational responsibility for three Surgical and four retail MedSpa locations (7

Managers).

Ownership of all financial, strategic planning and sales management reporting for the company,

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including daily, weekly, monthly, and ad hoc reporting and analysis. Responsibile for operating system

integrity.

Responsible for enterprise expense management (including bi weekly payroll management) to improve

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efficiency and eliminate waste. Responsible for all policies, procedures, and controls.

Implemented profitability modeling and analysis for all Products, Locations, and Compensation Plans.

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PEDIATRIC ASSOCIATES HOLDING COMPANY LAUDERDALE LAKES, FLORIDA 2008 2010

Florida’s largest Pediatric Medical Group with 135+ Physicians and 800+ employees; $125M gross revenue.

CHIEF FINANCIAL OFFICER

Finance Director responsible for overall financial leadership and direction across Financial Planning &

Analysis; Accounting & Internal Controls; Forecasting & Budgeting; Medical Supply Chain

Operations/Purchasing; Accounts Payable; Management Reporting. Responsible for the management of all

Finance department systems. Leader of a diverse team of 12 accounting and purchasing associates, plus 1

business intelligence manager.

Significantly enhanced department operating processes, documentation, technology, financial controls,

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and reporting. Achieved higher quality accounting practices by introducing more efficient processes and

more effective controls. Improved overall compliance environment for medical practice.

Implemented new budget planning models, introducing advanced management reporting and analysis

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technology (OLAP). Significantly improved Financial, Physician, and Patient reporting capabilities.

GREGORY DEAN TAYLOR page 2

Significantly improved the budgeting and performance tracking processes for 21 locations plus

corporate.

Improved cash flow management capabilities by introducing new funding sources and payment methods;

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established new cash flow processes to maximize cash position and shareholder dividends.

Implemented and managed multiple financial systems automation projects including: Travel and

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Entertainment Payments Processing Automation (Concur); Bank of America Purchase Card vendor

payments system; Direct Deposit/ACH vendor payments processing; Automated accounts payable check

printing processes. Outsourced cash/bank deposit collections.

Reduced inventory levels to optimal levels and improved inventory reporting by developing daily

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inventory control reports, with ability to analyze information by department and by product.

Reduced banking fees by 30% annually by initiating banking and treasury operations improvements.

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Significantly improved balance sheet reconciliation and transaction approval processes.

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USI INSURANCE SERVICES, LLC. FORT LAUDERDALE, FL 2005 2008

10th largest insurance brokerage and top employee benefits broker; locally, $40M revenue & 250 employees

CHIEF FINANCIAL OFFICER – USI SOUTHEAST REGION

Chief Financial Officer responsible for directing the Financial Management function of the Southeast Region

including: Financial Accounting & Internal Control; Financial Analysis; Forecasting & Budgeting; Accounts

Receivable; Accounts Payable; Sales Compensation & Reporting. Finance leader of a team of 16 accounting and

finance associates, plus 2 training/project managers. Responsible for all finance activities including:

Leading monthly Corporate Operating Reviews, in conjunction with Regional Management team.

Establishing the regional CFO function; Migrated accounting, accounts receivable, and accounts payables

functions from a shared services center in Dallas to Southeast region; hired 16 finance staff.

Piloting 7 small acquisition integrations into region within 2 year period. Led pricing, deal negotiations, due

diligence, and integration activities. Managed all operational aspects of integrations.

Leading project team converting 2 accounting and insurance systems into one integrated financial system.

Creating business plans, budgets, analyses, and key metrics benchmarking tools to gauge performance.

BANC OF AMERICA INVESTMENT SERVICES, INC. FL/NY/MA/TX 2000 2005

9 Largest US Retail Brokerage, subsidiary of Bank of America; $1B revenue, 4,000+ employees.

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CHIEF FINANCIAL OFFICER & SENIOR VICE PRESIDENT

Directed Financial Accounting & Internal Control; Regulatory Reporting; Budgeting; Forecasting; and Sales

Compensation & Reporting for Retail Brokerage Division. Supervised 65 member finance team across 5 cities.

Supported several Retail Investments CEOs and their leadership teams during 5 year period.

Directly managed the Sales Compensation and Sales Reporting/Information finance teams; improved

processes and technologies supporting these functions. Provided insight required by Senior Leaders for

operational management and strategic decision making.

GREGORY DEAN TAYLOR page 3

Led national project teams through successful financial systems conversion of Fleet Bank/Quick &

Reilly and Banc of America Investments. Implemented new broker sales compensation system during

process.

Implemented Six Sigma tools into daily financial management activities to achieve best practices.

Finance Professional with Fifteen years of progressive financial responsibilities at Bank of America.

Additional Career Experience (1986 - 2000)

Director of Financial Infrastructure – Bombardier Capital Holdings, Inc.

Senior Vice President / Regional Finance Manager – NationsBank Private Bank Southeast Region

Divisional Chief Financial Officer / Finance Manager III – Barnett Securities, Barnett Asset Management

Regional Finance Manager North Florida Banking Group Barnett Banks, Bank of America

Accounting Department Manager / Assistant to Controller – Jefferson National Bank, Wells Fargo

Management Trainee – Formal 12 month management development program Jefferson National Bank

Education and Certifications

Master of Business Administration – Stetson University, DeLand, FL: Graduate GPA: 3.9 1990

Bachelor of Science Economics James Madison University, Harrisonburg, VA, Summa Cum Laude 1986

Graduate School of Retail Bank Management – Consumer Bankers Association, University of Virginia

Certified Medical Practice Executive American College of Medical Practice Executives (ACMPE)

Professional Affiliations

Financial Executives International (FEI); National & South Florida Chapter Member

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Healthcare Financial Management Association (HFMA); National & Florida Chapter Member

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Technical Proficiencies

Finance Operations Financial Analysis/Reporting/Planning Financial Systems Excel/Word/PowerPoint

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