JIM CHARLES, M.S. ** Oak Forrest Circle (
Denton, Texas 76210
Mobile: 817-***-****
E-mail: ****************@*****.***
CEO / PRESIDENT / GM / COO / CCO / CIO / CTO
C-Level executive with experience in multifamily software, utility and
energy management software, tax software, accounting, health care and
technology industries. Success in launching new SaaS software products,
achieving revenue and profit goals, cost savings, acquisitions and
restructuring. Skills: outstanding boardroom skills; employee mentoring;
corporate governance; ability to interact with key corporate executives,
sales managers, product managers, marketing, and client executives.
P & L Responsibility Multifamily & Tax SaaS & Product Launches
Software
Partner Alliances CEO, COO, CTO, CCO, CIO SSAE 16, ISAE 3402, CSAE
3416
Energy Management Product Management Disruptive Technologies
A hands-on energetic team participant and strong leader who thrives in a
dynamic challenging environment. Known for the selection, mentoring,
empowering of product management, product marketing and technology
employees.
Experience
NWP SERVICES CORPORATION, Costa Mesa, California 2008 - 2014
A $60M+ private equity company providing multifamily housing utility
billing, payments and energy SaaS products.
Executive VP - Product Management, Product Marketing, Software Engineering
and IT
. Grew revenue from $24M in 2008 to $60M+ in 2014 while improving EBITDA
from -$6M to +$9M over same period of time in a private equity funded
environment.
. Deployed a SaaS regulatory compliance model supporting utility expense
recovery and business intelligence to over 5500 properties and 1.2M
residents in the multifamily industry.
. Restructured outsourced technology resources in the Philippines in-
house in the US. This strategy saved $1M a year and software quality
improved by 100%.
. Successfully acquired and integrated 3 M&A companies.
. Achieved significant improvements in operational and product
performance by introducing disruptive technologies leading to
increased customer satisfaction and employee morale.
REALPAGE INC., Carrollton, Texas 2003 - 2007
A $400M+ public company providing multifamily housing software and services
with a SaaS business model.
Chief Operations Officer, Chief Compliance & Risk Officer
. Grew revenues from $15M in 2003 to $75M in 2007.
. Deployed SaaS Business Model supporting over 120K leasing agents in
the apartment industry.
. Achieved significant improvements in operational and product
management performance leading to increased customer satisfaction and
employee morale and improved EBITDA.
. Aligned RealPage's culture with the customer's process and quality
orientation through implementation of Lean Six Sigma in a technology
engineering environment.
. Demonstrated strong leadership abilities; known for the selection,
mentoring, empowering of employees. Managed 350 employees in IT, MIS,
Product Support, Call Center, Customer Training, Solution Consulting,
Product Management and Client Services.
THOMSON REUTERS CORPORATION, Dallas, Texas 1998 - 2002
A $13B public company providing regulatory compliance tax software and
services with a SaaS Business Model
Senior Vice President, General Manager
. Implemented and launched the first Internet business product in the
tax industry, resulting in over 600,000 tax returns processed and
revenues of $32M in 2001 supporting over 100K CPA's in a SaaS business
model.
. Skilled in transition management: key player on acquisition steering
team successfully transitioning 3000 employees to new business model,
infrastructure and culture.
. Successfully managed a $140M product line targeting accounting firms
and Fortune 500 Tax Markets, achieving annual Revenue and Operating
Income goals. Divested 20 tax products resulting in a 15% increase in
Operating Income. Managed 1500 employees.
. Established strong peer-to-peer executive relationships with
customers/potential customers resulting in a 96% renewal/retention
rate.
. CIO of an $800M software and publishing business with proven ability
to lead development of new business plan and execution leading to a
significant product advantage over competitors.
COMPUTER LANGUAGE RESEARCH, Dallas, Texas 1983 - 1998
A $140M public tax accounting SaaS Software Company.
President 3 Tax Business Units
Thomson Reuters Corporation acquired CLR in 1998. Career assignments
included the following: CEO, CTO, CIO, President Line of Business Unit(s),
Product Manager. Member of the Corporate Management Committee reporting to
the Board of Directors.
. Key product and technology executive involved with selling CLR assets
to Thomson Reuters for $320M in cash.
. Experience in high-growth environments requiring ongoing results
delivery through operations and organizational effectiveness:
> Increased sales revenue in the Bank Trust market from $2M to
$75M.
> Increased sales revenue in the Fortune 500 market from $10M to
$65M.
. Recognized as an astute, analytical, visionary change agent
introducing new disruptive technology products ahead of the
competition.
. Changed distribution processes for products resulting in over $30M in
annual savings. This was accomplished by re-engineering the internal
infrastructure systems by implementing People Soft, Siebel and Lotus
Notes, etc. and establishing a backup data center for business
continuity goals.
. Motivational leader of 1500 employees with a pragmatic hands-on
management approach.
JUST TECHNICAL ASSOCIATES (JTA), Dallas, Texas 1979 - 1983
A start-up $8M consulting company involved in large-scale software
implementations and management consulting.
EVP, Consulting Engagement Partner (Owner/Founder)
. Managed 40 consultants in banking, real estate and utilities
industries.
. Responsible for overall performance of the business growth and
customer service.
Hewlett-Packard (formerly ELECTRONIC DATA SYSTEMS), Plano, Texas
1971 - 1979
A 25B+ outsourcing company. EDS was the largest outsourcing company in the
world.
Director Strategic Planning & Key Account Manager
. Entry level position leading to various progressive responsibilities
including Systems Engineer, Project Manager, Account Manager, Sales
and Marketing Representative, Manager of Applications Development and
Director of Strategic Planning.
. Supported industries: health care, utilities, Medicare, Medicaid and
banking industries.
Education
M.S., Management and Administrative Sciences, University of Texas at Dallas
B.S., Mathematics, St. John Fisher University
Boards & Associations
USO - DFW Advisory Board Member; Adesso Solutions Board Member; Board
Member CEO Netweavers; SIM - DFW; ISACA - Sarbanes/Oxley & IT Governance;.