GM

PATRICK M. WHEELER, MBA

503-***-**** • ********@**********.***

***** *.*. ******** ***** • Beaverton, OR 97006

General Manager

A GM leader with a proven track record of delivering critical organizational-wide solutions by leveraging financial, business, HR and systems knowledge to maximize growth potential of a Audio Visual Company.

Continuous Improvement/Cost Savings:

o Streamlined Digital Connex’s accounting programs from 5 individual programs down to SAP Business One a fully integrated accounting/management information system, boosting productivity 60%, improving customer satisfaction, and reducing headcount. They realized a15% increase in profitability.

o Initiated Digital Connex’s inventory management/control procedures, consolidated warehouse operations, and restructure the sending/receiving area. These efforts enabled 10 annual inventory turns, decreased inventory $60K, and reduced customer deliveries by 3 days.

o Decreased project completion time 30% by introducing a project management system to track inter-departmental progress and accountability.

o Reduced costs 18% while improving employee morale by modifying enterprise policies to facilitate consistent operations and creating comprehensive personnel policies.

o Collaborated with China manufacturing facilities to identify the root cause of product defects and implement diagnostic tools, cutting defective switch rates from 5.00% to .05%.

Strategic Business Planning/Analysis:

o Facilitated the sale of a software company for $10M this improved an initial offer of $1.5M. This was accomplished by conducting an organization-wide evaluation then improve product offerings, pricing, financial records, and customer satisfaction.

o Implemented credit policies and standard operating procedures for an international Internet service provider (ISP), securing positive 63% cash flow in 30 days. These efforts enabled the company’s profitable sale within 60 days.

o Spearheaded the installation of an updated accounting/management information system, replacing Lamb Industries’ 15-year-old accounting program in preparation for a forecasted 5-year growth; amplified productivity 43%.

o Increased Humanity Unites Brilliance’s revenue 20% by installing new accounting systems to monitor product profitability.

o Orchestrated new operating policies covering; employee training, business development systems and financial systems to bring consistency to the operation and then adapted companywide. The result was driving up revenue by 14% and reducing costs 35%.

PROFESSIONAL OVERVIEW

MANAGEMENT CONTRACT SERVICES [2007-Present]

Principal

o Working with Humanity Unites Brilliance created an operating policy where the company’s 7 owners would reach consensus and then decisions. Prior, they could never reach strategic decisions in a reasonable time frame. The result was reducing decisions from 20 days down to 4 days. Also improved their management financial reporting from 140 days down to 4 days.

o Advised L’Arche a non-profit organization in the evaluation and selection of an expensed donor management program that would serve the organization the best.

o Working with the ARC of Oregon, created an organizational improvements. Developed a marketing program to increase new members and building awareness with disability community.

o Provided Feldenkrais an organization-wide financial forensics review, uncovering $100K in employee theft and identifying financial discrepancies. This was accomplished in 4 days.

PROFESSIONAL OVERVIEW (continued)

o Reviewed a client’s financial business plan and projected expenses, recommended cutting startup costs by $10K.

o Installed a comprehensive HR policy and corresponding payroll system.

o Redesigned accounting program to create extensive information for company to make better decisions and avoided making a major financial loss.

o Provided Tova Company’s newly installed management team an operation, financial & marketing evaluation. The result was the company decreased their product development costs by $395,000 and increased sales by 22%.

DIGITAL CONNEX LLC [2004-2007]

CEO $4M in Annual Sales Size

o Directed daily operations, including financial transaction processing, client relations, warehouse controls, and inventory management for this consumer products installation company with $4M in annual sales.

o Headed business development efforts and recruiting initiatives, leading a 33-member team.

o Expanded the company’s product offerings to meet emerging industry trends.

o Changed a post-it installer appointment schedule to a digital system. Resulting in eliminating a 20% missed appointment rate.

o Instituted a new inventory management system resulting in decreasing inventory by $60K.

o Installers were leaving for daily assignments at 10:00 AM, changed departures to 7:30AM. This meant each installer did on additional installation per day at a 25% increase per day for 30 installers.

o Increased the company’s commercial business by 50% and the company’s profit by 80%.

o Served as a member on the national advisory board for WildBlue Internet Company.

SYNERGY CONSULTING GROUP LLC [1998-2004]

Managing Partner $1.5M in Annual Sales

o Provided consultative services to growing companies, aiding in sales/marketing efforts, internal operation improvements, funding, risk mitigation, and personnel resources.

o Increased a software company’s cashflow by $40,000.

o Worked with a software company to sell their company at the highest price. We improved their business operation and marketing. They had received an offer of $1.5M before our work. After our work, the company was sold for $10M.

o Put together a financial model for a software company, which allowed them to successfully raised $8M in venture capital funding.

LAMB INDUSTRIES, INC. [2001-2002]

General Manager

o Recruited to introduce this company to a new management information system to accommodate a projected 5-year growth, replacing a 15-year-old program.

o Managed relationships with offshore contract manufacturers, engineers, sales personnel, and warehouse operations.

o Spearheaded a job codification project in preparation for ISO 9001 certification.

o Reduced financial risks 70% and enhanced account collections 19 days by integrating new financial operations policies.

o Changed product offerings that resulted in increasing revenue by 35%

CREDENTIALS

Master of Business Administration, Corporate Finance/Banking, Golden Gate University

Bachelor of Science, University of Wisconsin

Affiliations: ARC of Oregon • L’Arche Nehalem • Washington County Public Affairs Forum

Beaverton Area Chamber of Commerce • Wisconsin Alumni Board • Software Association of Oregon

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