Andrew Alvis personal email
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Andrew Alvis phone numbers
►SUMMARY: Extensive and diverse experience in all aspects of leadership, strategy, operational efficiency and revenue growth with a strong focus on customer and client relationship management. Possesses a background that spans across multiple industries both domestically and internationally. Proven success in driving organizational change to achieve profitable growth while maintaining expenses through creative business solutions across diverse and global organizations. Values developing and sustaining relationships across all levels of an organization with an emphasis on building trust and teamwork in order to proactively identify opportunities for improvement.► INDUSTRY EXPERIENCE: Banking | Financial Services | Pharmaceutical Manufacturing | Media | Hospital & Healthcare Management ► AREAS OF EXPERTISE: Finance, Accounting, Treasury Admin | Financial Reporting & Analysis | Due Diligence | Merger & Acquisitions | Organization Restructuring & Integration | Organizational Consolidation, Strategy & Design | Policies Implementation | Procedures Standardization | Process Improvement | US & Foreign Investor Relations | Vendor Management & Negotiations | Compliance & Governance | Audit, Risk & Loss Mitigation | Financial & Cost-Benefit Analysis | Project & Change Management | Business Intelligence (BI) | Workforce Design & Strategies | Growth Strategy Implementation ► TECHNOLOGY: Microsoft Office (Word, Excel, PowerPoint, Outlook) | QuickBooks (Enterprise, Pro-Plus & Online) | ERP | Workday | Paychex | Ease | Bamboo | ADP | Square | Fishbowl | Zoho | Trustpilot
Stanton Reddert Advisory Services
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Managing DirectorStanton Reddert Advisory Services Mar 2023 - Present• Oversee the daily operations of multiple family office clients, managing financial activities, investment portfolios, and administrative functions to ensure seamless execution of family goals.• Conduct in-depth analyses of family office operations, identifying inefficiencies and recommending process improvements to reduce administrative costs.• Establish and maintain strong relationships with external financial advisors, legal professionals, and other key stakeholders to ensure cohesive management of family assets and interests.• Coordinate and facilitate regular family meetings to review financial performance, discuss future strategies, and address any operational issues.• Perform operational audits for retail and small business clients, identifying key areas for improvement and implementing strategies to drive operational efficiency.• Design and execute process optimization initiatives, including supply chain improvements and workflow redesigns, to boost store profitability and customer satisfaction.• Implement data-driven strategies for customer engagement and loyalty programs to drive repeat business and a stronger market presence.
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Senior Vice President, Finance Operations (Pharmaceutical + Biotechnology)Isodiol International, Inc Oct 2019 - Dec 2022Vancouver, British Columbia, Ca• Oversaw the consolidation, restructuring and rebranding demands for their consumer product goods and services portfolio.• Identified ~$5.3M in cost savings opportunities by restructuring people, processes and technology.• Created and presented all Shareholder and Board of Director communications while serving as central contact for all investor relations.• Spearheaded strategic initiative to design, build and launch new E-commerce sites for both direct- to- consumer and wholesale platforms driven by shifts consumer buying behavior pre and post pandemic. Resulting in:-->Enhanced customer experience, a streamlined sales process, and a 25% revenue increase within first three months.-->Centralized customer data collection efforts for targeted marketing campaigns ultimately increasing customer conversion rate and average order value by 35%.• Implemented standardization for all policy, procedures and reporting for Accounting & Finance groups across all subsidiaries throughout North & South America, UK and EU. -
Director Of Finance And Operations - (Healthcare Management)Attila Management Jul 2018 - Jul 2019Los Angeles, California, Us• Controlled all financial & operational aspects of a multi-dimensional healthcare management provider including Hospital Management, Assisted Living, In and Out-Patient Treatment and Recovery, Revenue Cycle Management and Laboratory Services.• Administered all Treasury Management, Accounts Payable, Payroll Processing, Cash Flow Management, Accounts Receivable and Tax Filings.• Developed all finance, accounting and treasury related policies and procedures for governance across five holding companies.• Directed all potential investor buy/sell engagements, due dilligence and negotiation efforts leading to the successful sale of leveraged assets.• Renegotiated all existing vendor contracts across entities creating $1M+ in cost savings for reallocation into new investment opportunities.• Optimized workforce and staffing plans to meet ongoing challenges across the industry, while increasing net income by ~20%. -
National Manager, Enterprise Data StrategyToyota Motor Corporation 2015 - 2017Toyota City, Aichi Prefecture, JpAs a Senior leader of this newly created team, the primary objective was to develop andexecute an enterprise data strategy to ensure data confidentiality, availability and integrity across all lines of businesses prior to the transition of the America’s HQ from California to Texas.• Conducted review of all accounting, finance, and audit systems for data integrity assessment and risk mitigation in preparation for HQ relocation. • Built strategy to create a centrally managed data repository for key stakeholders across the organization to ensure all data utilized for critical decision making was organized, consistent and accessible.• Presented enterprise data strategy to the Management Committee, gaining their support and approval for funding the implementation phase. • Delivered the 1st consolidated data management platform, resulting in total enterprise alignment & compliance. • Managed oversight of all governance procedures through internal and external audits related to Consumer Financial Protection Bureau (CFPB).• Analyzed processes for all enterprise initiatives to identify data policy compliance gaps, risk mitigation strategies and related financial impacts, resulting in total enterprise compliance within the 1st year. -
Business Transformation ExecutiveMcdonald'S Media Channel 2012 - 2014McDonald's Channel, a Start-Up Media division of McDonald's Corporation, focused on creating its own TV Network, Programming & Advertising across it's restaurant chains.• Recruited to conduct a complete business operations assessment, restructuring recommendations as well as spearhead implementation of new and effective growth strategies while re-engaging investor sponsorships to raise an additional ~$10M.• Restructured digital media endeavors focusing on strategic partnerships, traditional and mobile brand advertising, as well as capital raising efforts to scale both domestic and internationally.• Served as single point of contact between European investor base, McDonald’s Corporation (executive leadership and store co-ops) and international technology joint ventures. • Conducted all negotiation efforts for external vendors, strategic partnerships, and content providers across multiple companies, resulting in a 30% expense reduction.
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Senior Vice President, Senior Finance Executive (Mortgage Servicing Operations)Bank Of America 2010 - 2012Charlotte, Nc, Us• Implemented strategy across mortgage servicing platform to accommodate increasing volume of delinquencies driven by the 2008 financial crisis.• Focused on retention portfolio related to collections and establishing governance routines for the newly established loan modification program launched and monitored by the U.S Government.• Directed internal and external audit review committees for all mortgage servicing platforms and home loan modifications programs for government sponsored enterprises (GSE’s).• Led strategic planning and initiative prioritization process for approximately $80mm portfolio of 200+ projects, while ensuring plans were connected to the credit loss mitigation strategy team for Home Loans and Insurance.• Maintained executive oversight, sponsorship, and decisions on a daily basis as it related to the continuously changing landscape of default mortgage portfolios.• Assessed organizational structure to drive accountability and direct alignment to balance both Investor segmentation realignment and current Government directives.• Coordinated all staffing, operational and financial impact reporting obliged by compliance agreements with OCC, FDIC, Federal Reserve and Dodd Frank Act standards. -
Senior Vice President, Senior Finance Manager (Merger Transition Team)Bank Of America 2005 - 2010Charlotte, Nc, UsPost close Finance Merger Integration Lead for the acquisitions of: FleetBoston, MNBA, US Trust, Lasalle Bank, Countrywide Financial and Merrill Lynch.• Developed and led all financial management procedures related to human resources, project integration and legal affairs post-acquisition. • Focused on ensuring balance between fiscal and social responsibilities while managing shareholder return.• Controlled all Accounting/Financial systems integration impacts post-merger and provided interim reporting solutions for accounting and audit infrastructure• Planned, forecasted and managed ~$1.8B of merger costs and approximately ~$3B of revenue/cost savings opportunities per transition.• Managed all merger related integration and change in control projects involving Finance, Human Resources, Legal, Risk and Governance. • Completed 750+ M&A integration projects with over 75% involving focused strategies for customers, associates, and shareholders to drive value and efficiency vs back-office support.• Orchestrated development of investor relations reporting for financial health of transition, including merger costs, benefits and earnings impact analysis.
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Vice President, Senior Finance Manager (Commercial Banking)Bank Of America 2004 - 2005Charlotte, Nc, Us• Streamlined the consolidation of internal and external reporting for all commercial lines of business.• Redesigned the entire reporting platform to include and accommodate pending corporate acquisition targets.• Supervised the analysis of all monthly, quarterly and ad hoc reporting requirements for the Commercial Bank Leadership team.• Prepared Investor Relations, external reporting, and competitor analysis presentations utilized by Commercial Banking leaders.
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Assistant Vice President, Senior Financial Analyst (Staff Support Finance)Bank Of America 2002 - 2004Charlotte, Nc, Us• Implemented a consolidated approach for managing and reporting all personnel, overhead and all other non business specific initiatives across the enterprise.• Served as key relationship manager with compensation and finance controllers, to plan and monitor incentives bank wide.• Provided value-added reporting to enable key decision making for incentive funding levels.• Maintained overhead calculation and reporting for businesses supported, which involved significant partnering with Finance Executives and the Cost Allocations team.• Implemented accounting and forecasting process for $2 Billion equity investment.• Built infrastructure for the incentive accounting and analysis of the Consumer and Commercial Bank, Consumer Products, Asset Management Group and Corporate Incentive Plan ($1.8B budget).
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Financial AnalystWells Fargo Securities 2000 - 2002San Francisco, California, UsEstablished and maintained relationships with all corporate clients post deal close to ensure all parties satisfy structured deal components and financial obligations.• Served as liaison between corporate controllers and company sales team; also handled monthly invoicing of all client re-marketing fees.• Built processes and infrastructure for maintaining and balancing receivables for various customer accounts.• Initiated and closed new issues and private placements, coordinated wire transferring of funds between clients and financial institutions.• Balanced deferred income accounts for internal traders.
Andrew Alvis Skills
Andrew Alvis Education Details
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University Of North Carolina At CharlotteFinancial Institutions And Commercial Banking Management
Frequently Asked Questions about Andrew Alvis
What company does Andrew Alvis work for?
Andrew Alvis works for Stanton Reddert Advisory Services
What is Andrew Alvis's role at the current company?
Andrew Alvis's current role is Business Operations Advisory | Family Office Administration | M&A Integration, Business Transformation, Strategy, Finance & Operations, Investor Relations, Client Servicing.
What is Andrew Alvis's email address?
Andrew Alvis's email address is an****@****ail.com
What is Andrew Alvis's direct phone number?
Andrew Alvis's direct phone number is +131071*****
What schools did Andrew Alvis attend?
Andrew Alvis attended University Of North Carolina At Charlotte.
What are some of Andrew Alvis's interests?
Andrew Alvis has interest in Economic Empowerment, Politics, Science And Technology, Human Rights, Arts And Culture, Health.
What skills is Andrew Alvis known for?
Andrew Alvis has skills like Strategy, Management, Finance, Strategic Planning, Mergers And Acquisitions, Leadership, Analysis, Banking, Portfolio Management, Forecasting, Competitive Analysis, Financial Services.
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