Process Improvement Project Finance

Dale Jennings 470-***-**** • ***************@*****.***

Experienced leader with strategy, process improvement, analysis and strong communication skills which have led to improved sales growth, major cost savings, investment confidence and team development, seeks a role to utilize a strong skillset and leadership history for exceptional advancement.

WORK EXPERIENCE

Meals On Wheels Atlanta• 06/2024 – Present Project Finance Consultant

•Serving hundreds of seniors annually with nearly $10Million in donations/revenue

•Creating forecast and budget tools as well as analyzing various finance and accounting issues.

•Correcting prior period entries and analyzing and booking key insurance and other acctg entries.

•Adhoc reporting as needed including investment analysis tracking tool and budget tool advancement.

•Inventory analysis and true up along with inventory write down analysis and process improvement.

Nana Healthcare • 09/2023 - 01/2024 Project Finance Director

•Over 100MM in annual revenue.

•Supervised Finance and Accounting teams - 15 headcount adding more robust talent and empowering more quantified decisioning leading to 50% reduction in turnover.

•Acting lead HR teams, generating improved training & processes resulting in 20% lower HR costs.

•Supervised documentation of internal accounting processes and booking procedures while leading efforts to implement key changes in salary and title.

Equifax • 06/2022 - 12/2023 Finance Consultant

•Over 7B in annual revenue.

•Conducted financial analysis to discover cost-saving opportunities and improve profitability including capitalized SW development time.

•Developed financial models to support strategic decision-making and drive growth initiatives.

•Advised on optimal capital structure and financing options to refine financial performance 5MM saved.

•Prepared comprehensive financial reports & presentations for key stakeholders to facilitate policy.

Real Street & Zuytago Startup • 10/2011 - 09/2023 Consultant VP

•Over 100 million in assets; multifamily and single-family units with commercial.

•Led cross-functional team to develop comprehensive strategies investors and partners under CEO.

•Conducted thorough industry research and analysis to provide data-driven proposals & 2MM saved.

•Managed internal/external stakeholder relationships for customized solutions & continued growth.

•Provided expert guidance on organizational development, change management, and effectiveness.

•Business Dev & B to B sales of various asset classes under BOD and managing partner guidance.

Bey And Associates • 11/2019 - 04/2021 Client Engagement Supervisor

•Nearly 100 million annual personal injury recovery.

•Managed a team of Sales Representatives to drive client engagement and satisfaction.

•Developed and implemented client engagement strategies to increase loyalty and retention.

•Utilized CRM tools to track client interactions and identify areas for improvement.

Guggenheim, Iberia, MAMA Assets • 01/2015 - 05/2019 Consultant Finance Director

•Financial services businesses with 3B, 4B and 500 million respectively under management.

•Led financial strategy implementation, resulting in 20% increase in profitability for Guggenheim.

•Established key performance indicators, leading to improved financial decision-making processes.

•Managed financial reporting and forecasting, ensuring accurate and prompt financial info.

•Oversaw budgeting process and cost control initiatives, achieving 15% reduction in expenses at MAMA.

•Sales/Marketing Cost & Process Improvement design & execution for Iberia and MAMA 1.5MM saved.

Mobi Americas • 08/2009 - 12/2011 Consultant Finance Director

•Led financial planning & analysis team, resulting in improved forecasting accuracy, & use of funds.

•Oversaw budgeting process for 50MM business forecasted 100% growth, ensuring financial goals were met and 1st and 2nd round capital infusion of 10MM to 25MM.

•Managed investor relations, resulting in successful fund-raising efforts two rounds up to 5million per.

•Developed and implemented cost-saving initiatives, saving the company 200K annualized.

•PE and VC sales and business development pitch deck development and conference calls.

EDUCATION

Bachelor Of Science In Accounting

Purdue University

Six Sigma Greenbelt

Honeywell Inc

Graduate Level/MBA Work

SKILLS

Account Analysis, Budgeting Process, Business Development, Business Growth, Capital Structure, Cash Flow Management, Change Management, Client Counseling, Comprehensive, Cost Accounting, Cost Control, Cost Reduction, Cost Savings Initiative, Cross Functional Skills, Customer Management, Data Driven, Driving Growth, Due Diligence, Executive Summary, Financial Accounting, Financial Forecasting, Financial Goals, Financial Modeling, Financial Performance, Financial Planning, Financial Planning and Analysis, Financial Reporting, Financial Services, Healthcare, Industrial Research, Inventory Analysis, Key Performance Indicator, Leadership Effectiveness, Location Tracking, Loyalty, Marketing Decks, Organization Development, Portfolio Analysis, Process Improvement, Project Management, Quality Improvement, Revenue Growth, Risk Analysis, Risk Management, Sales, Sales Management, Software Development, Stakeholder Management, Stock Market, Supplier Management, Supplier Performance Management, Team Development

LEADERSHIP & GUIDANCE

Finance supervisor top 5 bank CIO office, and chair of server use & tech review boards

Server hardware analysis and report for leading SAAS business

Industries supported include tech, telco, financial services, manufacturing and fintech

CRM and ERM upgrade/integration guidance exposure

Sales and Business Development exposure

OTHER ASSIGNMENTS

AT&T Process/Finance Consultant, Dunwoody, GA (5 months)

Wells Fargo Strategy Consultant, Remote (3 months Atlanta, GA)

Mann Robinson Studios Writer, Actor, & Consultant (10 years Atlanta, GA)

Various Production Companies, Business Leader/Coach (part time), Atlanta, GA (10 years)

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