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| Jeffrey Joe Wilson
(To see/print the Word version or pdf version of JW Resume, click the link) Senior Management Officer w CFO w General Counselwith comprehensive experience in
Executive Summary t Senior Management Expertise:Startups, expansion, diversification, turnarounds, multisite operations, M&A, JVs, and business development. t Senior Financial Expertise: P&L management, contract negotiations, budgets, human resources, IT upgrades, and investing & financing. t General Counsel Expertise: Business law, contracts, employment, settlement negotiations, tax, real estate, and legal ADR processes. Selected Achievements
Professional Experience Next Level Management, Toledo, Ohio 2001-Present Management Consultant & General Counsel l Designed and implemented business turnaround plan for related real estate and building companies.l Drafted/negotiated software developer's licenses, intellectual property filings, and sales/vendor contracts. l Prepared business for sale, solicited and reviewed offers. Researched and revised risk management contracts. l Formed automated payment/cash flow enhancement business, drafting business and marketing plans. l Counseled three building trade companies on business turnaround and long-term survival strategy. l Negotiated purchase of builder foreclosure, served as General Contractor, built home, marketed for sale. l Conducted due diligence on title, mortgage, real estate, building, livery, and self-storage companies. l Renegotiated contractors' agreements; structured win-win and cost-effective solution for both parties. l Developed ultimate outcome and assisted with settlement in employment contract-noncompete dispute. JCS, Inc., Toledo, Ohio 1994-2001 l Led company through 6-month turnaround to positive cash flow and net profit; appointed CEO.l Diversified business by penetrating 4 new market segments in 3 years. l Forged key strategic alliance, capturing 1st statewide marketing contract over 50 competitors. l Created/implemented growth strategy; over 4 years expanded business from 5 profit centers to 22 in 3 states. l Developed variable labor options and new marketing programs to mitigate impact of seasonal sales. l Implemented new marketing strategy utilizing entire employee base to develop new business. l Designed/authored customer marketing newsletter that enhanced business image and led to increased sales. l Consolidated unprofitable satellites into anchor offices, increasing profitability without reducing market share. Financial & Information Technology (IT): l Installed accounting system to provide accurate, timely management reports; led IT overhaul.l Drafted and implemented internal control system that detected accounting anomalies. l Conducted due diligence and led acquisition/sale processes. Cross-trained and restructured accounting staff. l Prepared and presented business plan to bank; secured $300K line of credit for seasonal program. l Established pro forma, rolling budget system, trained managers, and achieved record profit. l Invested retained earnings in short-term instruments to improve cash reserves and fund expansions. Human Resources & Legal :l Directed 225+ professional staff and implemented employee motivation/recognition programs.l Drafted HR policies and employment, noncompete, contractor, buy-sell, and stock option agreements. l Created innovative transportation solution to get additional workers on site during labor shortage. l Negotiated and drafted 25+ commercial leases. Prepared tax appeals and resolved all tax disputes. l Trained managers on diverse HR issues. Represented company at OCRC, BWC, and UC hearings. l Established temporary employment division to resolve issues associated with production fluctuations. l Increased throughput and net profits by redesigning compensation structure for production employees. JJ & Associates, Toledo, Ohio 1993-1994 l Consulted on P&L analysis, cash flow, and budgets. Advised on viability of acquisitions/market expansions.l Wrote/implemented business expansion and financing plan for growing placement/training company. l Drafted and presented business/marketing plan for startup building trade company. l Wrote business turnaround/marketing plans and presented to Board of a rehabilitation company. l Started and managed rapidly expanding real estate acquisition/leasing business; negotiated all purchases/sales. l Converted contractors to employees with competitive pay and benefits, reducing turnover. QRC, Stryker, Ohio 1984-1993 l Transformed conservative, stagnant business from $4 MM to $12 MM in 6 years; strengthened market position.l Led 2 related entities to record profit for 6 successive years. l Managed assembly, packaging, manufacturing, and 3 diverse service companies spread across 4 plants in 4 cities. l Restructured sales force resulting in 100% increase in new business. Took division from 40% to 120% capacity. l Spearheaded startup of successful satellite operation. Added 3 new divisions and grew territory 125%. l Designed/implemented new consolidated, cross-selling marketing approach for all divisions. l Decreased large customer reliance by 15% of total manufacturing sales through diversification. l Oversaw 15-route transportation network for product/employee pick-up and delivery. Financial & Information Technology (IT): l Cross-trained, hired, and restructured accounting staff, enhancing confidence of Board and senior management.l Produced 80% savings by renegotiating technology contracts; utilized 1st-year savings to purchase new system. l Restructured accounting systems, leading to successive unqualified audit opinions. l Led computer system installation team in completion of IT overhaul project ahead of schedule. l Drafted grants/financing packages for building projects, vehicles, and new product/service lines. l Managed large building project, completing it on time and within budget. l Expedited management reporting and reduced overall expenses by bringing all financial functions in-house. l Established computerized budgeting/management reporting system that steered entity to record surpluses. Human Resources & Legal: l Drafted multiple employer and contractor agreements, HR policies & procedures, and disciplinary plans.l Formed work release program with local prison to increase manufacturing volume, meeting customer demands. l Established temporary employment division to resolve issues associated with production fluctuations. l Restructured sales force and compensation program; increased gross sales 25% in 1st year. l Increased productivity and throughput by redesigning compensation system for piece-rate positions. Additional Experience
Education & Memberships Juris Doctor, graduated 2nd in class, Law Review, Web Editor, University of Toledo, College of Law, 2000. Master of Health Care Administration, summa cum laude, University of Toledo, 1998. Master of Business Administration, summa cum laude, Pacemaker of the Year, University of Toledo, 1995. Bachelor of Science, Business Administration/Accounting/Management/Computer Science, Defiance College, 1989. Licensed attorney in Ohio & Michigan. Member: Toledo, Ohio, Michigan, and American Bar Associations. Certified Business Manager (CBM), Certified Management Accountant (CMA), and IMA member. |