- $100,000+ cut in external fees annually by installing the first company-wide financial reporting system that consolidated accounting services for development activities, property management, and construction. For more information, click here.
- Completed annual budget within 90 days by automating the $300 million annual budgetary process for 5 companies and 65 budget centers. For more information, click here.
- Gained access to $90 million of available project financing with three national banking institutions by restructuring corporate governance of 45+ limited liability companies using the centralized holding company's legal structure.
- 30% increase in financial operations productivity realized as a result of pioneering an inter-departmental process improvement program aimed at eliminating unnecessary accounting processes.
- Developed and implemented written procedures and internal controls to direct 65 financial and operational team members, eliminating all critical management letter comments in the annual financial statement audit.
- Achieved a 75% decrease in monthly accounting closing processes by serving as project manager for an interdepartmental team to conduct research and negotiate contract pricing and maintenance fees for installation.
- Designed, built, and implemented the first company-wide, activity-based cost accounting system that became the foundation to price $35 million of administrative services into group health insurance contracts. For more information, click here.
- A record $125 million in gross revenue generated while eliminating $75,000 in duplicate operating expenses by collaborating with the President, EVP, and VP of Sales to implement tactical sales goals. For more information, click here.
- $100 million in additional revenues seen as a result of working with the development committee to research new market opportunities for both national and international insurance operations, as well as e-commerce business solutions.
- Led team to meet a strategic plan goal of $85 million in annual risk premiums by presenting underwriting and pricing workshops to educate sales personnel on profitable insurance pricing practices.
- Delivered investment returns for five consecutive years that matched industry benchmark goals for 12 corporations and five employee benefit plans. For more information, click here.
- 40% cut to the company's operating expense ratio achieved while increasing revenues $600 million by executing a Board of Directors and Senior Management Committee-sponsored program.
- Reached agreement with board of managing members to offer up to 25% in ownership opportunities for top performance, resulting in double-digit revenue increases for five consecutive years.
- Secured a $500,000 budget from the Senior Management Committee to reengineer the mailroom and printing operations into a fully digitized company-wide service bureau that managed 30+ million printed images annually. For more information, click here.
- Ranked as a top 25 property management company in company's first year of operation by creating, hiring industry experts, and launching property management and leasing company to service one million square feet of commercial office, industrial, and retail properties.
- Captured $15 million of investment sales to generate unprecedented profits within three years, de-leveraging the investment portfolio 20% and driving investor internal rates of return to approximately 30%. For more information, click here.
- Created $25 million in capital asset sales at peak cap-rate thresholds, and disposal or rezoning of 400+ residential lots in anticipation of the national real estate recession.
- $100 million, or 400%, increase in investment portfolios seen within the first four years of a 10-year strategic business plan. For more information, click here.
- Paved the way for regulatory expansion rights in 30+ new states as a member of the merger and acquisition team alongside the Chief Financial Officer, Corporate Counsel, and Manager of Statutory Reporting.
- $3.6 million generated in immediate sales, $3 million increased in appraised value, and loan balance brought into compliance with lender requirements by creating a counter-sales plan strategy to rezone a signature 150-acre mixed-use development in order to right-size the loan facility. For more information, click here.
- 70% expansion to the company's real estate investment portfolio achieved by increasing visibility in a key suburb trade area and negotiating the acquisition of a new $17 million office building.
- $3.5 million added in unplanned profits to the company's bottom line by reprogramming activity-based cost accounting for compliance with the U.S. Department of Defense Cost Accounting Standards. For more information, click here.
- Provided expertise as an advisor and member of a national government-contracting business team that successfully bid, negotiated, and won a $1.7 billion federal government contract with the U.S. Department of Defense that produced double-digit profit margins for five consecutive years.
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