Operations & Financial Leader with 30 Years Experience

RJ Valleau

**** ********* **. ********, ** *****

380-***-**** *******.*.*******@*****.*** www.linkedin.com/pub/rj-valleau/15/222/958

Operation & Financial Services Professional

Dedicated Business Leader with 30 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

Various Part-Time Professional Roles Columbus, OH 12/2022 – Present

Working specifically in the Food Services & Automotive Repair Industries

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)

oAnnual Operating and Capital Budgeting

oMonth-End Close / GAAP compliance

oMonthly P&L Analysis & Variance Reporting

oMonthly Operating Forecast (Revenue, Expense)

oMonthly financial reports for Senior Management

oROI analysis (M&A, Real Estate, Customer Special Projects)

oAd-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

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