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Work Background
National Practice Leader - Outsourced & Managed Services
Eide Bailly LLPNational Practice Leader - Outsourced & Managed Services
Feb. 2023Nashville Metropolitan AreaEide Bailly Outsourced and Managed Services provides accounting and finance solutions to run, grow, and transform middle market organizations. Our Solutions: -Accounting Advisory -Outsourced Accounting -Business Planning & Analysis as a Service -Payroll as a Service Our Outsourced and Managed Services team consists of over 300 accounting professionals. Eide Bailly is a top 20 CPA Firm founded in 1917.
Senior Manager
Eide Bailly TechnologySenior Manager
Mar. 2021 - Feb. 2023Fargo, North Dakota, United StatesFor over 25 years I've developed and led professional services teams and partnered with organizations across industries to improve the primary accelerator of growth... ...the alignment of a clearly defined Sales & Marketing Strategy with associated Process, Technology, Data, and user experience. Salesforce.com has been at the core of the Martech stack with both clients and employers for the last 15 years of my career. At Eide Bailly, we believe in a better way of doing business and think of ourselves as advisors first and technology providers second. We only succeed when our clients succeed and for that reason we serve as a closely aligned extension of your team.
Chief Growth Officer
Provisions GroupChief Growth Officer
May. 2018 - Mar. 2021Greater Nashville Area, TN
Managing Director
RGPManaging Director
Oct. 2010 - Mar. 2018Greater Nashville AreaPRACTICE DEVELOPMENT: Led Nashville practice through significant transformation and expanded into Memphis market Delivered strong double-digit year over year growth for five consecutive years Personally sold over 20 new logo accounts including 1 Fortune 500 HQ Tripled level of post-acquisition integration business in the Nashville market Developed new business within a large global industry leader that helped expand account into a top twenty global strategic account Developed multiple strategic alliance partners Led sales process improvement initiative and implemented numerous lead generation solutions Led account planning transformation Developed semi-annual CPE sessions as a component of a broader local market strategy to expand brand identity as a thought leader in M&A, Technical Accounting, Data Solutions, Supply Chain, and Block Chain Partnered to develop three year strategic initiative co-led with the TN Department for Economic and Community Development and the Council of Supply Chain Management Professionals CRM/SALESFORCE.COM: Launched Salesforce.com offering to Nashville market, generating consistent CRM project revenue Served as a global Salesforce.com/CRM SME assisting with numerous out of market CRM project wins Implemented SFDC for Tennessee internal team Served on salesforce.com global implementation mentor, change management, and UAT teams NATIONAL LEADERSHIP: Served nationally on Advisory leadership team to expand as a company into Advisory Services as a structured offering Served nationally on Healthcare vertical leadership team Served nationally on Revenue Recognition SME team
National Director Of Business Development
National Association of State Boards of Accountancy (NASBA)National Director Of Business Development
May. 2009 - Oct. 2010GROWTH STRATEGY DEVELOPMENT: Developed business growth strategy for the services and SAAS solutions offered through NASBA as a for-profit business unit Aligned business development strategy, process, and associated CRM(Salesforce.com) technology for six existing solutions including CPATracking and others Worked closely with CIO, COO, business unit Directors, IT, Marketing, and Legal to develop business model and development strategy for new solution launches in progress including Calibrate and others Researched and prioritized target market for relaunch of solution for managing and tracking CPE compliance by state jurisdiction. Developed three-year budget and market share objectives in coordination with Finance and Marketing Worked on relaunch team to develop go to market pre-launch awareness campaigns, events, and focus group research Developed approach and associated relationship management process for converting clients of prior platform to the relaunch version REBRANDING Served on Rebranding steering committee along with Marketing and Technology during full rebranding initiative consisting of new website, new logos for all above services and solutions, new sales communication for website and promotional brochures, email templates, and advertising copy SALESFORCE.COM ADMINISTRATION: Served as Architect and developer for Salesforce.com relaunch in support of newly aligned business development approach Developed solution for managing Licensing Services process, tech support, and entire solution implementation process including sales process, agreement mgmt., invoicing, pre-implementation requirements documentation, go-live, and post implementation SAAS SOFTWARE DEVELOPMENT TEAM: Represented Business Development with Agile App Dev team in project status meetings, user requirements meetings, and design iteration sessions STRATEGIC ALLIANCE MGMT: Worked extensively with executive leadership in development of national strategic partnerships
Regional Director-Contingency Search
Kelly ServicesRegional Director-Contingency Search
Jan. 2004 - May. 2009CONTINGENCY SEARCH TRANSFORMATION: As Sr. Program Manager, led the re-engineering of the Contingency Search practice throughout the US for the Accounting and Finance division of this Fortune 500 Global staffing and executive search leader. RESULTS: Reduced turnover by over 70% Increased avg. revenue per recruiter by over 90% Shortened avg. time for first new sale for a new recruiter from over 6 months to 90 days Due to success within the Finance division, the new strategy and process was rolled out enterprise-wide to all business units SALESFORCE.COM Served as Salesforce.com architect in the Development of a Job Order / Candidate Management / Sales Management CRM solution built on the Salesforce.com platform. MULTI-STATE DISTRICT MANAGER Led transformation as District Manager responsible for the Accounting and Finance Division for Tennessee and Alabama operations. RESULTS: Increased growth rate from 4% to a CAGR of 46%/yr in three years from the beginning of the transformation. Launched contingency search division in Nashville and developed the 2nd highest Revenue producer in the US among all divisions within first year of launch Led local ISO9000 Certification process
Business Development Manager
gevityHRBusiness Development Manager
Jan. 2002 - Dec. 2003PERFORMANCE RESULTS: Expanded business in the Tennessee market for this industry leading Human Resource BPO / PEO. Closed first opportunity in six weeks at a time the national average first close was five months. Expanded mix of business into healthcare vertical. Increased percentage of companies using HR suite of services through client education. Assisted in rollout of rebranding strategy in the organization's name change and go to market transformation. Developed sales support document in support of communicating the value proposition. The document and communication process was ultimately leveraged by the marketing department and rolled out nationally as a key component of the primary sales brochure. CRM: Served as a key member of our CRM taskforce to develop and deploy GOLDMINE throughout the US as a replacement to the existing CRM.
Branch Manager
Robert Half Finance & AccountingBranch Manager
Jan. 1992 - Dec. 2002Greater Nashville Area, TN TEN YEAR OVERVIEW: Served in several capacities over the course of ten years with this industry leader specializing in accounting and finance recruiting. AWARDS: Multiple Presidents Club, multiple District Achiever Awards, Multiple Million Dollar Milestone awards. BUSINESS UNIT LAUNCH Launched the 2nd office in the Nashville market, grew internal team over a span of five years from an initial team of three to a team of 20+ including three divisions and three Division Directors generating consistent double digit year over year growth for five consecutive years. CONTINGENCY SEARCH Served as a top contingency perm recruiter for four years, led teams as Division Director, Branch Manager, & Training & Mentor roles. CRM Served as the region's Technology power user for our CRM system conversion and managed local group's deployment/rollout training.
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