Management Service
Resume:
Dear Hiring Manager,
In my next role, I am looking for the opportunity to make a large positive impact on the efficiency and effectiveness in how Accounting and Finance functions are developed and managed.
The role you are looking to fill for a VP Finance, looks like a great fit for my diverse set of skills in Accounting, Finance, Finance and Operating Systems. My track record in building finance as a scalable shared service in the US and internationally will also come in very handy based on responsibilities outlined for the role.
My background includes multiple business startup and transformation efforts. I work well in large fast paced organizations. I have a passion for optimizing all aspects of the CFO-COO functions. I hope to share with you my broad and repeated success in transforming corporate-wide finance and operating processes.
The following highlights my qualifications that relate to your job description:
-Candid adviser and credible partner to key stakeholders in analyzing and improving current execution strategies that achieve strategic multi-year business goals. Leverage high-integrity business and financial instincts to improve operations, drive business growth, and maximize profit. Analytical and decisive leader exhibiting a high degree of professionalism, reliability, and ethics.
-Effective leader and developer of staff capabilities. Passion for developing the future corporate leaders in an organization.
-I have spent many years creating, automating and managing Finance Shared Services organizations both nationally and globally. Focusing on Procure to Pay, Order to Cash and Record to Report Centers of Excellence (COE).
-Lead the establishment of award winning decision support – BI / Planning and forecasting, shared services at Dex Media and Sprint PCS using PeopleSoft and Hyperion. Delivered Global decision support – BI at Cardinal Health using SAP and Business Objects. Both done by actively managing and motivating large staff organizations.
-Delivered world class ERP results for public (Cardinal Health, Centene, Dex Media, Sprint PCS) and Private - VC funded companies (North American Network, Aerie Networks).
- While at Dex Media, managed the procurement function and reduced manufacturing expenses by $185M over 10 years, through strategic negotiations for a main printer contract. Also reduced spending across the enterprise by $6 million annually by implementing a comprehensive cost reduction process.
-Create partnerships between IT and Business to find the right level of People, Process & Technology to fit the business solution. Leading process and systems re-design in highly regulated industries. Strong supporter of IT project methodology approach to all project efforts (Agile, SDLC). Certified in Prosci Change Management Methodologies.
My MBA with an emphasis in Accounting is from Avila University and I earned my BBA with an emphasis on Accounting at Iowa State University. I am a CPA and CGMA. I belong to the American Institute of Certified Public Accountants. Peers regard me as the go-to guy with Finance, IT, and Business skills, who gets things done, leading cross functional teams in innovative solutions to business opportunities.
Sincerely,
Jon Zimbeck
P.S. It’s not just my background leading successful finance and operating functions while driving meaningful results for top companies or my people skills, which have helped me develop great relationships with staff, co-workers, and senior managers alike. I’m also passionate about this type of responsibility and I’m driven to deliver high-quality work. I look forward to the opportunity to speak with you about the opportunity. In the meantime, thank you for your consideration.
Jon Zimbeck
720-***-**** ********@*****.***
My ability to see strategic opportunities, deploy high-yield automation and process improvement plans, drives top and bottom line results. Candid advisor and credible partner to key stakeholders in analyzing current operations and systems. Utilizing my change management, collaboration and operational efficiency experience in executing strategies that achieve multi-year high growth business goals. Experienced in delivering Finance and Accounting processes in both private equity based startup environments and large publicly traded global corporations. Functional capabilities by category are:
Accounting and Finance Functions, Financial Planning & Analysis, BI-Reporting, Controllership duties, Project Management / Finance Systems, Data Management & Reporting, Cost Controls, Shared Service center setup and operations, Business process management and workflow solutions. Startups & Turnarounds, Mergers & Acquisitions (deal structure, pricing and integration), SOX compliance, and Staffing.
Professional Experience
North American Network, LLC Denver, CO 2009 to Present
An outsourced IT shared service organization founded and operated for the sole benefit of its 12 independently owned Regional Local Business Partners (LBP) of Emerson Process Management. Part of the direct sales and service / assembly organization for Emerson in North America. The 12 companies generate over $2.5 billion in sales and have over 2000 employees. I am the top business counsel for the CEO’s and CFO’s of all 12 companies.
Executive Director – CFO CIO role
Recruited to the organization by one of its LBP executives to lead a comprehensive business system revitalization effort.
Working directly for the Executive board and LBP Presidents to manage all aspects of outsourced shared service IT organization.
Developed a strategic roadmap for all business units and product lines. Subsequent plans for organizational and business system capabilities.
Established as the principle liaison with Emerson Process Management in the area of business integration. LBP’s are a regional outsourced sales and service function of this $9 billion+ global division of Emerson Electric.
Developed comprehensive sales, engineering quote, customer order, integrated Emerson purchase order work flow tool using Business Process Management (BPM) software to drive efficiency while avoiding custom software development.
Lead cross functional LBP committees in the development of requirements and RFI for Field Service, large customer projects, shop orders/repair depot, manufacturing, warehouse automation (bar coding), Distribution, Finance, and Sales analysis/data warehousing (CRM).
Managed vendor RFI process and contract activities resulting in an approved $30 million business system project (ERP & Data Warehousing).
Finishing ERP rollout for all 12 companies utilizing a phased approach and common reusable process and setup designs.
USA Business Services, LLC – Denver, CO 2008 to 2009
A Finance and IT business consulting company.
CEO & Managing Partner
Provided CFO/CIO level consulting services for Healthcare, Startups and Higher Education clients.
Developed RFI process and materials for Centene in St. Louis for ERP software and system integrator selection.
Provided Centene additional data warehouse and business intelligence process support.
Cardinal Health, Inc. Dublin, OH 2005 to 2008
Fortune 20 company in pharmaceutical distribution and medical products manufacturing with over $80B in annual revenue and 55,000 employees worldwide.
Vice President – Finance Systems
Recruited by ex-Sprint PCS VP, Controller to lead the start of a $750 million SAP business transformation for the organization. Multiple attempts in this effort had failed in previous years.
Worked with Executive Finance and IT leaders to establish the project scope across all world areas. Strategy was integrated into significant ongoing multi-billion dollar corporate acquisition and divesture transactions.
Lead the RFI process and selection of a system integrator to assist in the effort.
Efforts were to integrate over 275 companies on 6 continents. Extensive analysis of outsourcing and in house shared service structures were required in the overall plan.
Key part of Executive team that lead a worldwide shift from standalone finance organizations to a finance shared service model impacting changes to thousands of finance staff roles worldwide.
Managed initial $90 million project to successful on-time, on-budget completion using 50+ staff and 400 + on and off shore consultants.
Project scope impacted all finance functions from order to cash, procure to pay, record to report, Sarbanes Oxley, internal controls, global SEC consolidation / reporting and business intelligence.
Dex Media, Inc. (now part of RH Donnelly) Denver, CO 2003 to 2005
New firm established to facilitate $7B purchase of the Qwest Communications Directory Publishing Division. Part of the core finance team that lead multiple public debt offerings and IPO.
Sr. Director – Financial Systems and Finance Operations
Recruited by ex- Sprint PCS CFO to lead the efforts removing Dex Media as an integrated operating unit of Quest following the private equity buyout.
Established strategy for all business systems, Sarbanes Oxley, SEC reporting, finance operations and corporate governance.
Established standards across SEC reporting, Accounting, Sarbanes – Oxley, Treasury, Tax, Financial Systems, and Planning/Forecasting by implementing detailed policies, processes, and procedures. This set of processes drove a reduction of the financial close process from 25+ days to regular 3 day month end financial results delivery.
Lead RFI process for the selection of ERP software (Oracle – PeopleSoft) and a system integrator.
Lead analysis for the outsourcing of IT functions and yellow page graphic artists.
Established a procurement function that lead to $185 million in contracted savings on the manufacturing of books. Also saved an additional $6 million in annual operating expense by establishing a comprehensive operational cost review effort.
Lead the establishment of the HR and Payroll system functions for the new standalone company with 2,000 employees (1,200 unionized sales staff).
Operated the ongoing Finance operations and payroll functions in a shared service format.
Aerie Networks, Inc. Denver, CO 2000 to 2003
Start-up Company engaged in design / construction of fiber optic networks and revitalizing high-speed wireless Internet access networks across 21 major metropolitan areas. Part of the core Finance team driving $600 million in series A & B financing and $1.5 billion in revolving debt facility.
Vice President & Controller
Recruited by ex- Sprint PCS CFO to lead the efforts to build the finance business system and processes of a private equity funded national internet fiber network.
Played key role in ramping up operations by structuring and deploying financial support systems as well as implementing all corporate planning / forecasting processes and cash management policies.
Developed efficient partnerships with all operating organizations to provide an effective service delivery model while meeting all necessary financial control objectives.
Assured risk mitigation through proper contract administration, corporate risk assessments, and business decision support structure development.
Sprint PCS (now Sprint) Kansas City, MO 1996 to 2000
Wireless Telecommunications Company that grew from a start-up to an S&P 500 member in 4 years. Part of core finance team that drove 15+ billion in debt financing and an IPO.
Sr. Director – Finance Decision Support Services (Financial Systems)
Hired as one of the first 400 employees in a firm that grew to over 25,000 employees and a member of the S&P 500 in four years.
Responsible for the hiring and management of 80+ staff. Created scalable operations by incorporating 100+ consultants on various projects.
Established business systems for transaction processing while meeting centralized shared service objectives and distributed finance operations support. Automation efforts drove start up company financial results delivery from 20 days to 4 days.
Lead all finance data warehouse and decision support (BI) efforts – Received “Best Practice Award” from the Data Warehouse Institute and a CIO “Web 50 Award” for developing financial and management reporting data warehouse capabilities nationwide.
Developed and lead the finance strategy process leading to prioritization and funding of $20+ million in activities annually.
Supported all FP & A capability development. Driver based forecasts were essential to understanding the dynamics of what grew to 18,000 staff in multiple call centers. Developed analysis and planning for call center interactions and their relationship to revenue and cost drivers.
Developed Finance Affiliate support program to support 20+ Sprint PCS regional partner companies doing business in rural areas filling in Sprint’s network and using all Sprint PCS network and billing platforms.
Additional roles as Sr. Manager – Accounting (SEC reporting) & Accounting Systems at Illuminet, Inc. and Finance Manager/Project Manager – Information Systems at U.S. Central Credit Union. U.S. Central was a $30+ Billion+ Credit Union for Credit Unions, providing nationwide consolidation of Credit Union investment funds and leveraging that pooling capability to enhance investment returns by transacting directly with Wall Street Broker Dealers. Started career in banking, mortgage banking industry. Significant work in Regulatory reporting, Asset/Liability analysis, banking systems, loan servicing rights, bank settlement transactions and operations.
Education
MBA (Accounting emphasis)
Avila University, Kansas City, MO
BBA in Accounting
Iowa State University, Ames, IA
Certifications:
Certified Public Accountant (CPA)
State of Texas
Chartered Global Management Accountant (CGMA)
AICPA
Prosci – Change Management Certification
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