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Communication Skills Change Management

Location:
San Antonio, TX, 78232
Posted:
January 10, 2024

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Resume:

Michael Wofford ad2nfq@r.postjobfree.com, 210-***-****

SUMMARY OF QUALIFICATIONS

•Finance and Marketing Executive with over 30 years management experience in Accounting, Operations, and Sales and Marketing; encompassing strategic planning, change management, all accounting, policy / procedure implementation, staff development and training.

•Achievements in project development, implementation and direction involving multi-departmental operations with repeated success in exceeding all goals for revenue, cost, timeliness and efficiency.

•Extensive knowledge of corporate accounting includes expertise in utilizing accounting principles to analyze corporate financial standings with areas of experience in general ledger, P & L, budget management (in excess of $320M), forecasting, variance analysis, financial reporting, billing, audits, and other accounting operations.

•Strong communication skills in both verbal and written contexts exemplified through dynamic presentations, business proposals, interpersonal skills and employer / staff relations; described as a levelheaded and proactive Executive with ability to assist and empower staff to meet high expectations for performance.

PROFESSIONAL CHRONOLOGY

InGenesis, San Antonio, TX

CFO / Sr Director of Operations/Billing 2011 – 2014, 2015 to present Provided financial leadership to the #1 healthcare staffing firm, along with a promotion to manage Operations; then promoted to CFO. Supported all departments from a financial and operations perspective.

Reduced monthly close schedule from 90 days to 28 days.

Implemented and trained staff on utilization of QuickBooks Enterprise.

Implemented financial accounts reconciliation process.

Successfully lead the implementation team and company staff in rolling out a new government based accounting system.

Led the process to secure a $12MM line of credit, evaluating multiple bank options.

Developed and rolled out an in-house timesheet system for all employees.

Automated multiple processes, including billing, accounting, and recruiting; allowing the company to be more efficient and cost effective regarding headcount.

Provided strategic executive leadership to the owner along with all departments.

Rejoined company to lead and organize the payroll department thru a new payroll system.

Led the onboarding and compliance for over 500 Independent Contractors for multiple clients.

Collected over $5MM of aged receivables, majority were aged 2 to 3 years old.

MJ’s Wash N Dry, Plano, TX

Business Owner 2010 – 2011

Developed initial business plan to purchase and operate 3 retail locations. Sought and secured appropriate funding for project.

Implemented marketing plan and realized an increase in sales of 8%, 14%, and 17%; with an overall increase of 22% as owner.

Sold business after one year with a 50% ROI

ADS Media Group, Inc., San Antonio, TX

Chief Financial Officer / Controller 2007 – 2009

Provided financial leadership to insure this public company met SEC requirements, along with budgeting, forecasting, cash management, month-end close, reporting and process improvements. Supported and worked closely with Customer Service, Distribution, IT, and Sales in areas of operations, strategic planning, ad-hoc reporting, and operational efficiencies.

Insured all filings required by the SEC were made timely.

Reduced monthly close schedule from 15 days to 8 days.

Developed plan, and led team to downsize staff and reduce expenses to meet current cash flow needs.

Created financial analysis to determine our expansion into a new business sector, leading to $1MM in revenue for 2008, and a budget of $6MM in 2009.

Created first employee stock option plan for company.

UDP, San Antonio, TX

Chief Financial Officer / Controller 2003 – 2007

Providing leadership and direction in all aspects of the organization’s objectives, initiatives, and operational policies. Responsible for the attainment of short- and long-term goals for sales growth and financial success in the areas of Sales, Marketing, Public Relations, and Accounting. Provider of creative thinking and support in other areas including Customer Service, Data Operations, and Software Development.

Introduced team concept of sales, eliminated sales barriers, adding 19 new customers in 3 years; compared to no sales the 3 previous years.

Formed an executive team to plan the direction of the company, including strategy, product development, product releases, eliminate sales barriers, and general direction of the company.

Initiated sale and negotiated contract of company owned building to support cash flow forecast.

Organized, implemented, and communicated company strategies and goals to all employees.

Researched and converted accounting software to Microsoft Solomon, which will be customized and resold to telephone companies.

Sprint PCS, San Antonio, TX

Director of Marketing and Sales Operations / Finance Manager 1995 – 2002

Directed a customer-focused team to deliver Marketing Programs and materials promoting all products and services to the public, along with designing and developing the network service coverage area. Responsible for executive- decision making for all levels of sales and financial operations; includes policy, methods and procedural development. Assumed leadership role in Accounting operations for this start up subsidiary, developing accounting policies and procedures, business processes, financial reports, accounting and billing systems, budgets and staff hiring. Accomplishments in the following arenas:

Start Ups

Served as first Finance Manager with responsibility for providing operations/systems support and guidance to finance projects of varying complexity, leading to company launch in 1997; includes co-creating first ever-budgeting tool.

Strategized decision to market Rio Grande Valley over Corpus Christi for initial launch cities. Rio Grande Valley was the #1 Market nationally in 1997 and #2 in 1998.

Created analysis tools to minimize network costs leading to savings of more than $800K over 5 years and

guidance toward company objectives.

Reporting

Established the reporting requirements for this new organization in the areas of revenue, expenses and key performance indicators.

Assisted in developing cost center and multiple level reporting to aid management in monthly analysis.

Successfully provided a yearly operations review explaining the financial condition of the Area and communicating challenges and opportunities for growth to the Executive Team.

Administration

Reduced operating costs by working closely with non-finance personnel to review key performance indicators, and create and employ solutions. Initiated the reduction of leased office space; led to company savings exceeding $200K annually.

Obtained approvals using financial and sales expertise to expand wireless network into previously rejected areas; exceeded expectations for sales performance.

Assisted team to expand customer base, increase subscriber revenues (by 7.8%), and manage customer service and satisfaction; #1 team performance for 1997, 1998 and 2001; #2 in 1999.

SW Bell Mobile Systems, San Antonio, TX

Controller 1989 – 1995

Provided strategic direction and leadership for all financial operations within highly competitive South Texas territory while overseeing staff of 22. Managed the billing and collections department, overseeing system outages and ensuring collection guidelines were met. Prepared the annual operating and capital budgets exceeding $70M.

Served as financial expert during successful development and implementation of Point-of-Sale and company billing systems; managed rollout; included training of staff. Assisted in the evaluation of choosing software vendors, and monitoring software development.

Initiated new accounting procedures for inventory, sales, and reporting; leading to increased efficiency and the improvement of safeguarding company assets.

Developed process automation for monthly account reconciliation’s; saved 80 man-hours monthly.

Reviewed and adjusted company credit matrix successfully; ensuring the balance between sales growth and limiting bad debt.

Composed and presented the partnership financial condition on a quarterly basis to Executives and Partners.

Nelson & Nelson, CPA’s, Dallas, TX

Manager 1983 – 1989

Performed tax and audit services for medium and large clients; including consolidations.

Prepared tax returns for clients, including Individual, Corporate, Fiduciary, and Estate.

Met with IRS personnel to review and manage the audit process for clients.

Performed all audit processes for clients, including account analysis, reconciliations, internal control analysis, financial statement preparation, and tax preparation.

EDUCATION

B.S. Bachelor of Science Degree in Accounting University of Texas at Dallas, Dallas, TX

VOLUNTEER WORK

St Mark’s Church Mobile Loafs and Fishes (provide food and clothing to the homeless)

St Mark’s Church Prison Ministry (3 day spiritual exercise for prisoners in Texas Prisons)

St Mark’s Church Habitat for Humanity



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