Executive Operations & Business Transformation Leader

TODD DUNGAN

Cocoa Beach, Florida 513-***-**** ****.*******@*****.*** linkedin.com/in/toddmdungan EXECUTIVE OPERATIONS LEADER

Strategy Execution Organizational Alignment Scalable Operations Executive operations leader who builds and improves complex service organizations. I turn strategy into execution by understanding how the business actually works, including how work moves across functions and where friction gets in the way. From there, I strengthen the processes, accountability, financial discipline, and visibility needed to improve performance and scale. My leadership style is hands-on, with a strong focus on developing people, improving customer value, and connecting operational decisions to financial performance.

EXECUTIVE LEADERSHIP IMPACT

• Restructured TEM operations to take on new clients without proportional staffing increases.

• Led teams managing more than $325M in annual enterprise technology spend.

• Created Invoice Payment Services and grew it to approximately $360K in recurring annual revenue.

• Identified and promoted internal talent into larger leadership roles across the TEM division.

• Rebuilt client onboarding from the Sales handoff through go-live, bringing Operations and clients in earlier, assigning a project manager, and tracking responsibilities and due dates in the ticketing system. CORE EXECUTIVE CAPABILITIES

Strategy Execution • Operating Model Design • Organizational Alignment • Governance & Operating Cadence P&L Management • Financial Planning & Forecasting • Business Performance • KPI Development & Performance Management Cross-Functional Leadership • Process Improvement • Service Delivery • Technology Enablement Leadership Development • Organizational Change • Enterprise Client Management EXECUTIVE LEADERSHIP EXPERIENCE

President TMD Executive Strategies & Solutions 2024–Present Established an advisory practice focused on bringing financial visibility, governance, and operational discipline to scaling organizations.

• Designed a framework to define operational ownership and structure before committing to a new solution or investment.

• Developed financial metrics and business-case models for evaluating operational investments and their expected returns.

• Built TMD's market presence and pursued strategic partnerships, advancing one to a signed agreement. Inverse Technology Solutions / Audit-Tel

President, Financial Services 2023–2024

Vice President, Technology Expense Management 2021–2023 Recruited back by former employer to lead TEM professional services and service delivery, eventually taking on full operational oversight of the Financial Services division.

• Restored consistency and accuracy in client reporting and introduced weekly executive summaries highlighting key variances, anomalies, and audit findings.

• Used 1:1s to spot training gaps and stepped in directly to coach employees on the work.

• Developed a new divisional business plan, then started redesigning workflows and how work was managed.

• Built client pricing models to identify accounts where growing service demands had outpaced existing fees.

• Built a third-party bill payment model to take routine processing off the internal team and add a new source of revenue.

• Rewrote client contract language to clarify responsibilities and better protect both sides of the agreement.

• Recommended features and changes to the new TEM platform based on client and operational needs, then participated in client demos and user training.

AUDITMACS

President, Technology Expense Management 2018–2021 Senior Vice President, Service Delivery 2016–2018

Joined as SVP of Service Delivery to run the TEM division and manage the P&L, later promoted to President of Technology Expense Management.

Scope Focus: 50 Employees Full Divisional P&L

• Rebuilt TEM division leadership and realigned operational responsibilities across functional teams.

• Partnered across leadership to map out a client-by-client plan to get ahead of renewals, set account priorities, and keep stewardship meetings on schedule.

• Linked actual labor time and cost data directly to margins, showing profitability across clients, services, and departments.

• Built automated workflows that assigned ownership, managed due dates and cross-department handoffs, and gave managers real-time visibility into progress and performance.

• Led the creation of a proprietary TEM platform from the ground up, building the team and defining how the technology would support operational workflows.

• Owned the platform rollout across the business, directing the leadership team responsible for moving clients and operations onto the new system.

• Generated approximately $360K in recurring annual revenue by launching Invoice Payment Services, simplifying how teams research and resolve payment issues.

Vice President, TEM Professional Services Audit-Tel / Inverse Technology Solutions 2001–2016 Hired as Account Manager for a major enterprise client, then took on team leadership as new clients and employees were added, ultimately becoming Vice President of TEM Professional Services.

• Documented how the work should be done during a major enterprise client rollout, then used it to train new employees as the team expanded.

• Led account relationships across the department, from ongoing client meetings to executive business reviews with the CEO.

• Managed a key enterprise client relationship for 11 years through five different CIOs.

• Recaptured $750K+ from a single telecom vendor for a 2,000-location retailer by identifying billing errors, duplicate charges, and late fees.

• Created custom reports around what clients needed to see and measure, including an accrual report that tracked spend against budget and estimated expenses before invoices arrived. EARLY LEADERSHIP EXPERIENCE

Assistant Controller Jeff Wyler Automotive Family

• Installed and tested Y2K updates at each dealership and across corporate systems, including computer-controlled equipment used in the service departments.

• Created custom financial reports for the owner/CEO to compare performance across dealership locations. Regional Operations, Accounting & HR Manager ComNet of Ohio / Inter-Tel Technologies Promoted from Client Service to Project Coordinator and Regional Operations Manager, then selected by the CFO to lead regional Accounting and HR.

• Ordered materials for new installs and service work, managed warehouse and technician vehicle inventory, and tracked equipment issued to each job for client billing.

• Ran regional accounting and managed the P&L, including month-end close, expense review, and cost reductions.

• Handled regional HR administration, including onboarding, benefits, employee issues, workers' comp, and offboarding.

• Managed daily data backups and handled computer issues for the regional office. EDUCATION

B.S., Communication Systems Management Ohio University TECHNOLOGY

Microsoft 365 • Power BI • ServiceNow • Oracle • Workday • Google Workspace • QuickBooks • ConnectWise • Lucidchart • Business Intelligence & Reporting Platforms • AI Productivity Tools

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