Project Management Business

STEPHEN MINNICK

Greenville, SC *****.******@*****.*** 864-***-**** LinkedIn: Stephen Minnick

Chief Financial Officer Focused on Accounting, Project Management, and Consulting

SUMMARY

Results-driven senior leader experienced in delivering business value across accounting, finance, business management, and project management departments. Proven record of success in optimizing business workflow, implementing effective financial policies, and coordinating accounting operations. Continuously establishes key objectives, reviews reconciliations, identifies development areas, conducts risk assessments, and resolves complex issues within insurance programs, association funds, accounting systems, and financial operations. Successful in conducting financial analysis, budgeting, forecasting, reporting, and cost savings operations to induce corporate growth and client satisfaction. With a strong sense of financial principles combined with a strategic mindset and business acumen, eager to master new challenges and contribute to the company’s stability and success.

SKILLS

Public and corporate accounting

Analytical aptitude

Problem-solving skills

Project management

Financial management

Risk management

Process improvement

Business consulting

Communication skills

Training and development

Financial analysis

Cross-functional leadership

Strategic planning

Negotiation skills

Client relationship management

WORK EXPERIENCE

Senior Benefits Consultant 04/22 – 09/22

GoHealth

Provided consultations and assistance to diverse groups of clients regarding compensation and benefits programs. Designed, implemented, and improved compensation policies and benefits packages. Streamlined change management initiatives by ensuring high-quality health coverage at lower costs. Utilized communication, interpersonal, and negotiation skills to maximize client satisfaction and ensure positive outcomes.

Served as a licensed health insurance provider focused on improving the lives and healthcare of assigned Medicare recipients

Negotiated accessible healthcare for senior and disabled clients under the national poverty level

Created, evaluated, and customized benefits packages in accordance with unique client requirements and needs

Analyst 01/22 – 03/22

Teleperformance

Assumed accountability for advising numerous stakeholders on financial matters and investment decisions in a fast-paced environment. Analyzed investment opportunities to determine the potential return on investment, provide the necessary guidance, and maximize the overall financial performance. Evaluated financial transactions for approval and escalated troublesome cases to appropriate financial analysts to improve client safety and protection from maleficence.

Performed quality reviews, updated financial information, identified financial discrepancies, and maintained appropriate documentation

Drafted 100% accurate assessments and created detailed reports based on observation and analysis

Showcased strong accounting, interpersonal, and problem-solving skills in maximizing service quality and client satisfaction

Licensed Health Insurance Producer (Agent) /Administrative Licensing Coordinator 06/20 – 12/21

Teleperformance/ TTEC

Served as a key matter expert in identifying sales opportunities for insurance plans and overseeing a portfolio of senior citizens and disabled clients. Continuously implemented risk management strategies, managed policy renewals, and tracked claims. Negotiated coverage for a variety of individual needs and improved client protection from life-threatening illnesses and unfortunate accidents. Achieved sales and business development goals by prospecting for clients and maximizing the satisfaction of existing customers. Educated customers on health and safety compliance programs. Assumed responsibility for licensing documents, discussing new licenses and renewal processes, and drawing up contracts. Facilitated examination processes by collecting required information, creating appropriate documentation, and arranging life, health, and medical insurance benefits evaluations. Collaborated with insurance and talent acquisition teams on organizing Medicare candidate examinations and ensuring utmost satisfaction at all levels of the company.

Expanded client base, analyzed client needs, and promoted new health insurance contracts

Performed due diligence, maintained financial accountability, investigated discrepancies, and directed financial operations

Demonstrated exceptional skills as a teacher, trainer, consultant, and mentor focused on maximizing the performance and productivity of cross-functional teams

PREVIOUS EXPERIENCE

Customer Service Representative 11/19 – 06/20

TTEC

Owner/Teacher/Trainer/Consultant/Mentor 09/10 – 05/21

Minnick Enterprises, Boiling Springs, NC

Controller/Director of Project Management/Project Manager 04/04 – 08/10

Perry Bartsch, Jr. Construction Company, Asheville, NC

President/Co-Owner/Certified Timberline Software Consultant 01/99 – 03/04

AEC Consulting, Inc., Charlotte, NC

CFO/Project Control Officer 07/93 – 12/98

Hallmark Construction & Development, Inc., Greenville, SC

EDUCATION

Associate degree in Computer Science 1983

McDowell Technical and Community College, Marion, NC

Accounting, Finance, and Business Administration, Non-Degree Coursework 1978

Western North Carolina University, Cullowhee, NC

Associate degree in English Literature 1969

Tacoma Community College, Tacoma, WA

PROFESSIONAL AFFILIATIONS

Charter President, Black Mountain Optimist Club

Chairman Black Mountain Chamber of Commerce

Member Black Mountain Kiwanis Club

Member Black Mountain Rotary Club

Paul Harris Fellow – Rotary Club Polio Eradication

Deacon, Presbyterian Church

Elder, Presbyterian Church

South Carolina Health Insurance License, #19614760, renews 11/30/2024

North Carolina Real Estate Broker’s License, #65700, Inactive 2015 Certified Timberline Software Consultant

TECHNICAL SKILLS

Microsoft Office Suite Microsoft Project Google Products Suite Quickbooks Office productivity software programs Accounting, Financial, Estimating, and Project Management Software Suites CRM software

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