RJ Valleau
**** *********** **** ****. ***********, OH 43081
614-***-**** *******.*.*******@*****.*** www.linkedin.com/pub/rj-valleau/15/222/958 Operation & Financial Services Professional
Dedicated Business Leader with 25 years professional experience combining business acumen and analytical skills to support and grow overall revenue and net earnings. Proven record of comprehensive financial reporting, driving process improvement and providing skilled operations support
Competencies:
Budgeting / Forecasting
Pricing Management
Financial Reporting
Strategic Planning
Internal Audit
Communications to Investors
Process Improvement
Technical Proficiencies:
Microsoft Office / Windows
Hyperion / Essbase
Oracle Financial Analyzer
CRM
Data Warehouse
Professional Experience
JP Morgan Chase Bank, NA Columbus, OH 11/2021 – 12/2022 Fraud Compliance Operations & Investigations (FCOI) Analyst
Collect and prepare required information to determine if case escalation criteria is met
Ensure all supporting documentation is entered correctly and timely
Collaborate with FCOI investigators to enhance workflow and improve processes Whitman Hollow Lafollette, TN 6/2021 – 9/2021
Director of Business Operations & General Manager
Provided fiduciary oversight and leadership for marina operations Boyd’s Service Center Columbus, OH 10/2020 – 6/2021 Service Technician
Perform scheduled and routine preventative maintenance
Trusted advisor and customer advocate for vehicle performance & safety requirements Heartland Promotional Columbus, OH 8/2019 – 10/2020 Client Representative
Prospect for new outside sales opportunities while maintaining existing client base
Partner with various sized businesses as a solution-based provider Independent Business Consultant Columbus, OH 1/2017 – 8/2019
Provided comprehensive advisory services within the SMB community Automilez (aka Prahfit) Columbus, OH 7/2014 – 12/2016 SAAS startup technology firm
Responsible for all sales, financial, legal, tax & treasury platforms for the business
Constructed comprehensive business plans for potential investors
Primary driver for digital marketing campaigns including landing page content and social media platforms Iron Mountain Information Management Dublin, OH 5/1996 – 1/2014 Iron Mountain, headquartered in Boston, MA is the global leader in information management, securing assets for more than 150,000 customers over 5 continents; an S&P 500 company and member of the fortune 1000 with 17,000 employees
(www.ironmountain.com, NYSE: IRM)
Business Manager – Operations & Finance
Provided leadership for all financial arenas, administrative services, and support for the Great Lakes Territory; served as a trusted adviser for the Vice President, collaborating on strategic planning for business growth while providing support for 20 direct and indirect leaders within the territory. The Great Lakes Territory is comprised of 8 markets in 4 states (Columbus, Cincinnati & Cleveland, OH; Indianapolis & Ft. Wayne, IN; Louisville, KY and Detroit & Grand Rapids, MI) 4 lines of business (Records Management, Secure Shredding, Data Management & Document Management Solutions), 40 facilities and over 450 employees generating approximately $125,000,000 in annualized Total Revenue and $52,000,000 in net earnings
Finance - Overall responsibility and leadership for the following functions (Excel / Essbase) o Annual Operating and Capital Budgeting
o Month-End Close / GAAP compliance
o Monthly P&L Analysis & Variance Reporting
o Monthly Operating Forecast (Revenue, Expense)
o Monthly financial reports for Senior Management
o ROI analysis (M&A, Real Estate, Customer Special Projects) o Ad-Hoc Reporting as requested
Internal Audit – Team responsible for and adhered to all guidelines
Mergers and Acquisitions (M&A) – Lead Territory efforts for market and growth opportunities
Territory Growth – Expanding the Territory footprint through various channels
Customer Advocate – A particularly important asset – Nurture and maintain customer relationships Education
The Ohio State University Columbus, OH
Bachelor of Arts in Criminal Justice, 1996