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DALE A. JENNINGS

adv39c@r.postjobfree.com 470-***-**** Atlanta, GA

Experienced senior leader with exemplary background in driving business development, reporting and improvement initiatives seeks to leverage background to take next career step with a great culture and amazing organization (Open to Relocation or Remote)

Experience

Equifax Atlanta, GA Finance Consultant 06/2022 to 12/2022

• Led deep analysis of capital and operating expenditure per contract of SW developers billable time

• Generated process improvement documentation for IT Fin core competencies & Ad hoc projects

• Resource vendor tracking and resource corrective action development; weekly call and mitigation meetings Wells Fargo Atlanta, GA Strategy Manager Consultant 06/2021 to 08/2021

• Assess & provide critical guidance for bank-wide and organizational efforts within technology & COO office

• Creation of impactful critical metrics for business guidance and strategic performance

• Utilization of JIRA and Agile tools for roadmap and status updates on weekly basis Bey and Associates Atlanta, GA Strategy Client Onboard & Engagement 11/2019 to 04/2021

• Streamlined key client onboard processes (30-40 cases per week pre COVID); reduced cycle time

• Shaped fluidity of conflict with clients, insurance carriers, etc while bridging gap of communication at various stages of pre-litigation to settlement and case management Guggenheim, Iberia Bank MAMA Assets Atlanta, GA Finance Director Consultant 01/2015 to 05/2019

• Created new internal commission structure at Iberia Bank via disparate CRM systems across six regions

• Audited and led retooling reporting & BI metrics improving growth

• Successfully managed overhaul effort to create a timely and accurate reporting package; operational p&l's

• Built executive roll out of key metrics and data analytics resulting in superior managerial reporting Real Street Partners & Zuytago Startup Dallas, TX Strategy VP & Admin Officer 10/2011 to 07/2014

• Designed executive financial models & assessment packages for owners of private real estate fund

• Financial due diligence and valuation of online home improvement app platform called Zutaygo

• Partnership and guidance alongside CEO for funds flow and draw account management strategy

• Review SWOT scenarios during market downturn

MobiAmericas Miami, FL Finance Director 08/2007 to 11/2011

• Constructed financial tools & key senior packages for investors & potential VC/PE teams

• Streamlined financial modeling and reporting & creating power point decks and pitches

• Supervised investor/cattle calls and tech resource allocation reviews GE Capital Atlanta, GA Manager of Vendor Performance 09/2010 to 10/2011

• Successful analysis and management of key debt paper performance related to customer retention, call center reporting, scripts, and operational cash performance for BKO and Probate

• Designed internal call six sigma processes (and trained staff) & SWOT approaches leading to 35% reduction in neg call quality & outsourced and redirected call queues

• Managed Shared Service reporting & implementation team, reducing HC & increasing productivity 2

Skills

• GAAP

• Performance management

• Leadership & Management

• Quality assurance and control

• Technology Feasibility & Spend

• Training and mentoring

• Strategic planning

• Revenue generation

• AGILE, JIRA & SCRUM

• Strategic development

• Presentation skills

• Project management

• Stakeholder relations

• Process development

• Integrated Reporting Information

System

• Lawsons

• Period Closing & Mgt Discussion

• Management Consulting

• Financial Analysis and Budgeting

• Technical Accounting

• Technology architecture analysis

• Data mining

• Workday

• Financial budgeting

• Various financing platforms

• Financing expertise

• Customer financing

• Business valuation

• Improvement recommendations

• Microsoft Office

• Expert Excel

• Verbal and written communication

• Deal structuring

• Microsoft Access and Dynamics

• Account analysis expertise

• Strategy & Tactical Analysis

• Integration

• Investment guidance

• Cost and budget analysis

• Financial administration

• Client relationship management

• QuickBooks

• ERM and CRM

• Risk analysis

• Financial analysis and planning

• Customer satisfaction

• Lender relationships

• Departmental oversight

• General ledger entry

• Account analysis

• SOX & SOX Documentation

• Medical Provider

• Competitive Review & Analysis

• Management

Education and Training

Purdue University

Bachelors of Science in Accounting

Honeywell—Six Sigma Greenbelt (Instructor) and Process Management References Available Upon Request (see cover letter for expanded CV history)

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