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Regional and District Manager

Spanaway, Washington, United States
August 25, 2018

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**** ***** **. *. ********, WA ***** 253-***-****


Senior Regional Director District Manager Project Manager Franchisee Business Partner

Finance Retail Sales Team Building P&L Business development

Top Region 3 out of 5 years – Leaders Circle 2017 and 2018 – Increased revenue over budget by 6% last two years - Largest increases in sales and customer service scores over prior year by 20%.

Jackson Hewitt Tax Service

August 2013 – May 2018: Director of National Acquisitions, US / Senior Regional Director – Northwest

Led field operations and acquisitions for the 2nd largest tax preparation company in the United States, directing 310 offices across the US, with approximately 500mm in revenue/financial transactions.

Managed all aspects of P&L, and other financial reports with over a 16mm operating budget. Coached DMs to be subject matter experts to better run their districts.

Executed stellar service standards, improving the operations with client service scores above company standards. Developed the JH Model with leadership to deliver consistent client experiences as well as clear and standardized store operating expectations. Regular store visits with DMs to see expectations being executed.

Direct responsibility over 11 district managers, and over 1,000 seasonal employees throughout the tax season. Internally promoted 7 store managers to district mangers roles, influencing a stronger brand loyalty. Team building was critical to our success.

Consistent communication with DMs. Great for team building sharing ideas and developing great business relationships.

Developed and executed on business development and marketing plans that built brand recognition and generated revenue. Coached DMs to be owners of their business.

Strategized and delivered all facets of the acquisition business segment, to transform struggling franchisee markets to a profitable model.

Achieve record results in all facets of the business with a focus on growing sustainable EBITDA and P&L margins. Only region to consistently do this for four of the last five years.

Partnered with Franchisees to support their business and help them identify opportunities.

Jackson Hewitt Tax Service

January 2009 – July 2013: Senior District Manager, Washington and Alaska

Served in multi-unit manager role with direct responsibility of 46 locations across Washington and Alaska.

Consistent store visits to drive sales, coaching up managers and staff on their opportunities and to recognize wins.

Consistent communication to managers and staff to create a clear idea of our company goals and blending them with the employee’s personal goals.

Recruited, hired managers and staff as well as coached team on new sales items, and or promotions.

Grew the portfolio of a successful businesses: develop district-level strategies to achieve each store’s financial, operational and customer-service goals, while addressing each store’s unique strengths and challenges.

Motivate, coached and strengthen Store Managers as team leaders, retail operators and business owners.

Served as a resource: provide expertise on key customer issues, team staffing and management, store operations and company policies and procedures.

Managed P&L, inventory, operations and customer service.

Needed to be organized, with interpersonal and problem solving skills.

Dollar Financial Group

June 2007 – January 2009: District Manager, Northwest Region

Served in multi-unit manager role with direct responsibility of 21 locations across Washington and Alaska.

Increased comp and sales every year in position, consistently driving profitability.

Executed training mentoring and all facets of development with great success around retention and driving promotional growth internally.

Effectively managed the daily operations of the district, consistently achieving company targets in revenue, staffing, collections and loss prevention.

Tested all new programs and products, sharing analysis, and recommendations to drive sales growth and customer loyalty at the store level while managing change.

District Manager Mentoring – Mentored all new district managers with in the west coast region.

Dollar Financial Group

May 2000 – June 2007: Market Trainer, Northwest Region

Head of training for the Northwest Region.

Over saw 100% of compliance and certifications for all employees.

Hired Coached and Trained all District trainers

CO-Created all training materials for new programs, certifications or policies.

Travelled market regularly to conduct workshops on leadership, sales, loss prevention and compliance.

Mentored District managers

Supported all acquisitions on site for the first few weeks and then from a far until transition was completed.

Awards and Recognition

Jackson Hewitt – Top Performing Leader - Score Card and EBITDA 2018

Jackson Hewitt President’s Leadership Circle Award, 2017

Jackson Hewitt District Manager of the Year, 2012


Two years completed at Pierce College 1997

Graduated - Lakes High School 1994

Systems and Program Knowledge:

Extensive experience with reading and reacting to systems such as Prophix, Profiler, Concur, DayForce, ADP, Windows and internal operating POS systems, knowledge with federal and state tax code. Currently hold TPIN and EFIN certifications with the IRS.

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