Management Customer Service

LEADERSHIP

Executive Profile

With ** years of C-Level operations experience, a "value-building"

executive offers operational, financial, legal, tax, and process

improvement expertise. Seamlessly traversing strategic planning and

tactical implementation, a team player that has been recognized as a:

o Solutions architect...who maximizes "operating leverage";

o Seasoned leader...who raises the bar to "excellence";

o Skilled change manager...who installs company-wide "best-practices";

and an

o Innovator...who builds "transparency" for all stakeholders and

decision makers.

Leadership Style

A "Level 5" leader with a servant leadership approach who installs cultures

of learning, teamwork, defined goals, objective measurement and

accountability. A consensus builder and participative manager who is viewed

as a:

o Driver...who consistently exceeds organizational goals;

o Trusted advisor...who couples a fact base style with a 360 degree

view; and

o True business partner...who creates insightful business intelligence.

Areas of Expertise

Executive Leadership Operations Management

Enterprise Performance Management Organizational Design

Financial & Cash Management Business Process Re-Engineering

Forecasting / Budgeting Analytical Planning / Strategy

Management and Analytical Reporting Shared Services

Financial Process Implementation Customer & Partner Relations

Law / Consulting / Taxation Change Management

Departments Managed

Operations ( Facilities ( Procurement ( IT ( HR ( Call Center ( Shared

Services ( Accounting

Executive ( Property Management ( Payroll Operations ( Finance (

Administration (Asset

Management ( Legal ( Marketing ( Professional Services ( Taxation ( Real

Estate

CAREER SUMMARY

Positions Held: COO ( CFO ( President ( In-House Counsel ( Partner

Sectors Worked: Public ( Privately Owned ( Entrepreneurial (

Governmental

Revenue Managed: $ 2M to $ 150M

Assets Managed: $ 10M to $ 500M

Employees Managed: 10 employees to 700+ employees

Locations Managed: 1 to 100 sites in up to 6 MSA's

Company Maturities: Start-up (0-3 yrs) ( Established (3-7 yrs) (

Mature (7+ yrs)

Industry Space: Professional Services ( Financial Services (

Outsourcing (

Real Estate ( Business Services ( High Transactional

( High Growth

PROFESSIONAL EXPERIENCE

BB&T Payroll Services: Alpharetta, GA (Sold in Successful Exit Strategy

-Effective June 2010)

July 2007 - Present: Chief Financial Officer (with operational

responsibility)

The Company: Public ( Outsourcing Space ( $ 13M Revenue ( 140+ EE's (

Established ( Turnaround

Significant Accomplishments:

. Co-led $ 20M increase in value of business through revenue growth

and operating leverage

. Innovated, led and drove numerous cross functional initiatives

including operational dbases, technology revamps, BI tools, legal

documentation, and risk mitigation

. Restructured all process, compliance and human resource aspects of

Accounting, Risk, & Tax departments and installed industry "best

practices" in policy, internal controls and process

. Led organization through the successful resolution of a $ 4M SOX

deficiency rating and 20 operational audit deficiencies

. Achieved a financial audit rating of "Strong Controls"

. Achieved $8.5M in "continuance funding" by parent BB&T bank

. Performance rated by parent bank as "Excellent Performer", best of

the best two years in a row

MBD, Development & Consulting: Blairsville, GA (Led to Successful Exit

Strategy)

2004 - 2007: Chief Operating Officer & Chief Financial Officer

The Company: Private ( Real Estate Construction/Development ( $ 2M Assets

($ 100M Consulting) ( 10+EE's ( Startup ( Entrepreneurial

Significant Accomplishments:

. Led $ 2M increase in value of business, serving as general

contractor

. Successfully developed / constructed all target home-sites

. Preserved $ 4M state tax credit as COO (contract position) for Jacob

Development Group

. Re-engineered all financial reporting, legal contracts, IT, RE closing

processes to enable organization to consummate all pending sales

SAHA: San Antonio, TX (SAHA position ended, as planned in 2004)

2002 - 2004: Chief Operating Officer (in charge of Finance)

The Company: Governmental w/Non-Profits ( Business Services / Property

Management (

$ 500M Assets ( $ 150M Revenue ( 700+ EE's ( Mature ( Turnaround

Significant Accomplishments:

. Led $ 3M annual decrease in expense through operating leverage and re-

engineering

. Led re-organization and rebuilt senior team, policy, strategy and

process into each department including Operations, Finance, HR, IT,

Asset Management, Call Center, Services, & Purchasing

. Installed private sector "best practices" with a customer service

focus

. Led the breakdown of "kingdom" management and led the successful

installation of a servant leadership culture of mentoring,

measurement, responsibility & accountability

. Completed ERP installation (JD Edwards) and created numerous BI tools

and KPI's

. Achieved highest score in 67 year history of organization; won 2

national awards for innovations in operations management

QTS Payroll Services, Inc.: Las Vegas, NV (QTS lost primary funding as a

direct result of 911)

2001 - 2002: Chief Operating Officer, Chief Financial Officer & In-House GC

The Company: Private ( Outsourcing ( $ 10M Assets ( $ 5M Rev ( 60+ EE's (

Established ( Turnaround

Significant Accomplishments:

. Co-led $ 3M increase in value of business through revenue growth and

operating leverage

. Increased client retention from 50% to 80% in first 6 months

. Installed a culture of accountability, customer centricity, and

servant leadership

. Rebuilt senior team as necessary and installed best practices into

each department including Accounting, HR, IT, Payroll Operations,

Customer Care, Purchasing, and Facilities

. Designed, led, and installed a financial and operational structure

that would enable rapid growth from 6 operating sites in 6 states to

30 sites in 12 states, positioning company for an IPO.

. Streamline all financial and operating processes and redesign

organizational structure;

. Raised $ 2M in Debt/Equity Funding through road shows and created

"the plan"

. Led ERP installation (Great Plains) including the design of

operational, financial and managerial reporting and installation of

"best practices" of policies, procedures, and systems

APM & Associates: Chicago, IL (Interests Sold Dec 2000 in Successful Exit

Strategy)

1986 - 2000: Chief Operating Officer, Chief Financial Officer & Managing

Partner

The Company: Private ( Professional Services / Title Insurance /

Consulting / Property Management ( $ 2M Assets ( $ 4M Rev ( 25+ EE's (

Startup ( Entrepreneurial

Significant Accomplishments:

. Co-led building of $ 4M in Revenue from startup

. Completely designed and built all financial and operational plans for

each of the business subsidiaries including market strategy and

expansion;

. Positioned and led company to rapid growth and ultimately an exit

strategy though the sale of partnership and equity interests in

subsidiaries in Dec 2000.

. Authored the Tax Advantage System, sold by national real estate

franchise

CREDENTIALS & SKILLS

Education & Licenses

JD (Law) Degree 1989 ( BS Accounting 1986 ( Licensed Attorney (2 States) (

Registered CPA ( FARR Leadership Graduate ( Six Sigma Trained

(Certification in Process)

Transferable Management, Financial & Legal Skills

Business Process Re-engineering ( General Ledger ( Contract Drafting &

Negotiation ( Corporate Law and Governance ( Taxation ( Risk Management (

Human Resources ( Benchmarking ( A/P ( A/R ( Payroll ( Audit ( Asset &

Liability Management ( Facilities Management ( IT Management ( Marketing

Technologies:

SaaS (Software as a Service) expertise, Internet Savvy with exp. in ASP and

client server applications

Software Expertise:

Great Plains, JD Edwards, CLS Accounting, LaCerte Tax, GeAc, COGNOS,

Qlikview Business Intelligence, Evolution, Millennium, Microsoft Word,

Excel, PowerPoint, Outlook, Internet Explorer and numerous other Industry

Specific Software: By Request

Contact this candidate