Business Development Project Management

Troy D. Baker

*** ****** *****, *** • Johnson City, TN 37604

************@*****.*** • Mobile: 423-***-****

FINANCE / ACCOUNTING

Top-rated and influential with extensive background in lending, accounting practices, financial analysis and business development of new and existing business for financial, corporate and medical device companies.

Accounting professional with a proven-track record in Finance, Finance Modeling and Accounting. Possess strong leadership skills, with a history of working through change to improve operational performance and shareholder value. Excellent interpersonal skills; strong analytical skills, support operations through analysis of key performance indicators and trends: able to foster close and loyal working relationships with clients, co-workers, vendors, and communities. Strong project management, leadership, and communication talents and training; capable of leading and directing teams to complete projects within time and budget requirements.

Areas of Expertise:

Strategic Planning & Implementation

Cost Reduction and Avoidance

Market Segmentation / Penetration

Major Accounts / National Sales

Contract Development / Negotiations

Business Performance Analysis / Financial Reporting

Budget Administration / Management

Internal Systems and Controls / Analytical Skills

Operations Analysis / Innate Problem Solver

High-impact Presentations

Team Building and Leadership

Staff Management & Development

Career Progression & Executive Contributions

S.E.M, LLC / 4D Recovery, LLC / Orange Zone Rentals, Inc. / Dash Properties, LLC – Blountville, TN

CONTROLLER (FEB. 2019 – June2023)

Responsible for providing leadership, direction and management of the finance accounting departments of all four companies. Develop finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction and establishing functional objectives in line with organizational objectives. Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances. Provide strategic recommendations to the owner of the companies. Manage the process for financial forecasting and budgets, oversee the preparation of financial reporting for all four companies. Advise on long term business and financial planning. Review and approve all formal finance, HR and IT related procedures for all four companies. Assure legal and regulatory documents are filed and monitor compliance with laws and regulations. Review financial statements and analyze project revenues, cost, expenses and tax implications for the company. Additional responsibilities, evaluating working capital, capital expenditures, debt levels, taxes, accounts payable, accounts receivables, human resources, weekly payroll, certified payroll for government projects, workers compensation and general liability insurance, and budgets on all projects. Manage outside lending relationships, as well as relations with vendors, suppliers and sub-contractors.

Pozzolanic Contracting and Supply Co., Inc. – Rutledge, TN (6 mo. CONTRACT POSITION)

FINANCIAL ANALYST / CONTROLLER (OCT. 2017 – MAR. 2018)

Responsible for all financial analysis on all projects. Used excel daily to perform data gathering, business performance analysis, trend analysis and other financial analysis tasks. Review financial statements and analyze project revenues, cost, expenses and tax implications for the company. Create and deliver presentations, providing recommendations on project efficiency to upper management. Also, responsible for primary day to day planning, implementing, managing and controlling all financial-related activities of the company. This will include direct responsibility for accounting, finance, forecasting, strategic planning, job costing, legal, deal analysis and negotiations and all institutional financing. Additional responsibilities, evaluating working capital, capital expenditures, debt levels, taxes, accounts payable, accounts receivables, human resources, weekly payroll, certified payroll for government projects, workers compensation and general liability insurance, and budgets on all projects. Establish and maintain stable cash flow management policies and procedures, and ensure cash resources are available for daily operations and continued business growth. Prepare and file federal and state financial reports to ensure compliance with all agencies and other taxing entity requirements.

Selected Contributions:

Unraveled 14 years of financials and clarified key business issues for management.

Built data visualizations that showed how the company could increase revenue 10% by re-prioritizing projects.

Analyzed cash flow of each project, saved the company $300K by identifying 10 low-margin projects.

Established a 1M line of credit for capital expenditures and short term working capital needs.

Implemented the current “Job Completion” cost report. The report modifications assisted in determining poor performing jobs and gave management an understanding of what corrective actions to take.

Developed a new “Detailed Project Contracts Received” report allowing better analysis of current and future project bookings.

Accelerated the monthly closing process from eleven days to four, allowing the accounting department significantly more time to perform value-added services for operational management.

Troy D. Baker

400 Sunset Drive, P82 • Johnson City, TN 37604

************@*****.*** • Mobile: 423-***-****

Phillips Concrete Construction – Gray, TN

Office Administrator / Accounting / HR / Payroll (JAN. 2014 – OCT. 2017)

Primary day to day responsibility for planning, implementing, managing and controlling all H/R and Payroll-related activities of the company. Also responsible for evaluating project costing, taxes, accounts payables, accounts receivables, weekly payroll, certified payroll for government projects, workers compensation and general liability insurance, and budgets on all projects. Manage relationships with vendors, suppliers and general contractors. Prepare and file OSHA reports to ensure compliance with all government agencies.

Selected Contributions:

Reduced Workers Comp and General Liability Cost 35%.

Implemented a health care program for employees, this reduced employment turnover rate by 25%.

Implemented an internal weekly rolling budget report of each project. This report was structured to enable the project manager to see at a glance, how project cost are compared to budget. This has reduced waste and increased profits.

Bracken and Associates, LLC – Kingsport, TN

Financial Analyst to Vice President & CFO (OCT. 2011 – AUG. 2013)

Responsible for implementing automated key performance indicators (KPIs) to ensure speed, accuracy and accountability of weekly project reports. Managed the purchasing activities of project materials and monitored/reported costing/delivery process to improve profitability. Also, responsible for directing the company’s financial and administrative functions. Maintain executive responsibility for financial operations, including working capital, capital expenditures, debt levels, taxes, accounts payables, accounts receivables, weekly payroll, certified payroll for government projects, workers compensation and general liability insurance, budgets on all projects and general accounting. Establish and maintain stable cash flow management policies and procedures, and ensure cash resources are available for daily operations and continued business growth. Manage outside lending relationships, as well as relations with vendors, suppliers and sub-contractors. Prepare and file federal and state financial reports to ensure compliance with all agencies and other taxing entity requirements. Evaluate, integrate and manage the company’s financial, administrative, human resources and IT functions. Prepared and documented monthly Profit and Loss Statements and Balance Sheets to be presented to bonding company and banks.

Selected Contributions:

Growth from $3.5m to over $6m construction sales in a 14 month period.

Placed $350,000 in debt financing for expansion of company’s bonding limits and state license limits.

Directed company in a plan that reduced monthly expenses burn rate from $30,000 to $20,000

Established new project cash flow tracking and project management reporting system to improve the project budget data, triggering 15% increase in accuracy.

Designed project budgeting vs. actual template tool and long term project model for presentation to the President and project management team.

Canady Technology – Hampton, VA

National Sales Director (AUG. 2004 to OCT. 2009)

Responsible for all sales on a nationwide account level for leading medical device and R&D corporation. Designed a data driven financial presentation demonstrating the win-win benefits of Canady Technology products and services. Daily contact in the operating room, surgery centers, hospitals and doctor offices. Planned territory coverage, analyzed competition, developed metrics, managed communications issues, and presented reports to senior management and Board of Directors. Created a strategic partnership with one of the largest international delivery services, resulting in massively improved customer service. Assumed accountability for P&L, income statements, business analysis projections, conceptualization and implementation of market strategies, training and management of 22-member staff.

Selected Contributions:

Sold $2.1M in APC probes within a 2 year period and $1.1M in electrosurgical generators within 6-month period, netting company $950K in profits.

Cultivated a portfolio of 220 accounts that included: Georgetown University Hospital, Mayo Clinics, Vanderbilt University Hospital, Cedar Sinai Hospital, Carolina Healthcare System, V.A’s and surgery centers through identification of unique business opportunities, execution of corporate presentations and strong contract negotiations/closings.

Successfully negotiated APC contract with Carolina Healthcare System – representing 600 care locations.

Developed sales training programs to improve revenues.

#1 Producer – First Year Representative

#1 Representative in the company in 2005. Promoted to National Sales director shortly afterwards.

Education and Credentials

B. A. in Business Administration Regis University – Washington, D.C. GPA – 3.55

Technical Skills & Training: Quick Books, Sage 300, SAP FI, Maxwell Pro Contractor Software, Microsoft Office, Excel, Powerpoint; Quicken; Photoshop, Windows “Leasing, The Alternative Financing Option,” “Understanding Financial Statements,” “Franklin Time Planning Seminar,” “IRI Data Solutions,” “Professional Selling Skills Seminar,” “Siebel – Creating Customer Loyalty,” Graduate of the Johnson City Chamber of Commerce - “Leadership 2015”

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