Brett R. Winters Email & Phone Number

Philadelphia, Pa, Us

Brought in to support business through a transition phase in advance of its internal merger with a larger sister business. Served as leader of private equity owned $8M business unit with oversight of all day-to-day operations inclusive of marketing, sales, customer service, production, finance/accounting, and general administration. Primary point of contact with corporate leadership to ensure adherence and compliance with all policies and initiatives.

Philadelphia, Pa, Us

Executive Leader responsible for daily firm operations inclusive of sales and intake, operations, client experience and accounting/finance with the objective to create and maintain processes and procedures built for scalability and sustainability through continued growth.

Jackson, Mississippi, Us

Executive leader of newly-formed operating division working across 10 states with direct oversight of all verticals within the business unit. Direct employee base of 120+ team members with subcontractor partner based totaling 250+. Revenue growth nearly 30% in year 1 of operations through strong business development efforts and operational excellence to back up the BD. An additional 60%+ revenue growth forecasted for 2022.

Jackson, Mississippi, Us

Promoted to member of corporate executive team with direct oversight of budget/forecasting, financial planning & analysis, operations analytics, supply chain management, fleet & facility management, and mobile telecom field support for 2,000+ employees generating $300M+ in revenue. Member of integration team for acquired entities to facilitate assimilation into larger organization with specific concentrations on financial reporting and asset management.Executive sponsor of numerous technology enhancements installed throughout the organization including Data-warehouse capabilities, business intelligence dashboards, and ERP solutions for our Engineering & Construction entities.Develop and approve division bid and quote modeling to facilitate timely and accurate project plan development.Participant in Board of Directors meetings inclusive of meeting content preparation, review, and delivery.

Jackson, Mississippi, Us

Led the accounting and finance functions for a combined $165M organization. Responsibilities included monthly financial close, strategic and operational reporting, forecasting, budgeting, capital investment, and purchasing functions

Providing executive operations advisement for start-up and emerging companies looking to poise themselves for successful, rapid growth. Areas of specialty include creation and implementation of efficient process workflows, design and implementation of customer service support functions, identification and sourcing of strategic vendor partners, development of analytics and reporting environments, and creation of compensation and benefits programs.

Promoted to executive leader of hyper-growth 1200+ employee operation including direct oversight of call center, claims processing, distribution, site acquisition and development, and reporting and analytics functions. Member of five-person corporate executive committee responsible for strategic planning and governance of organization. Champion of Leadership Development and succession planning initiatives to create effective internal candidate pool for expanding leadership positions across all departments.

Sourced directly by CEO to join executive team of start-up organization with rapid growth opportunities. Primary areas of focus were the improvement of the operational stability of the organization and the cultivation of the emerging department leadership. Member of four person sub-committee with collaborative oversight of entire operation.Achieved 1600% growth over 12 month period without degradation of customer service and operational performance.Implemented lean redesign of pharmacy production floor resulting in increased throughput with reduced expense.Developed key vendor partnerships to ensure continued organizational growth did not compromise quality of product and service offering to customersCreated, hired, and managed an Operations Management layer within the organization to provide leadership, stability, and oversight to front line operations along with essential cross-functional partnerships.Created, hired, and managed a Business Intelligence department designed to define and implement departmental best practices as well as perform monitoring control procedures to ensure business adherence to defined protocol.

Jackson, Mississippi, Us

Promoted to oversee finance functions for 40+ satellite and domestic cable support operation centers totaling $300M+ in annual revenue. Oversaw preparation and delivery of weekly production files to facilitate payroll processing of over 2,000 internal and subcontractor technician workforces.

Jackson, Mississippi, Us

Led strategic and operational reporting, forecasting, budgeting, capital investment, and purchasing functions. Developed pro forma operating models to support due diligence initiatives on potential business opportunities. Partnered with supply chain and logistics functions to reduce working capital demands on the operation. Prepared and presented monthly financial and operational reporting packages for senior executive staff and board of directors. Partnered with field operations, human resources, industrial engineering and legal department leaders as part of balanced leadership initiative to drive operational excellence with financial responsibility and employee advocacy.

Dresher, Pa, Us

Consultant brought in to execute and improve processes surrounding a $3.5 million complex third party institutional billing arrangement. Required to establish and maintain relationships with client relationship managers and support internal client services and finance departments.

Promoted to oversee multiple operating units including accounting, finance, customer service centers, warehousing operations, facilities and operations staff of up to 90 employees. Directed strategic and operational planning, forecasting, budgeting, capital investment, and financial closing and reporting. Partnered with technical operations leadership to develop operational enhancements to improve overall employee performance and accountability. Revamped monthly financial close process resulting in a reduction in month-end reporting time from 4 days to 1.5 days along with increased accuracy through development of accounts payable analyticsCollaborated with area leadership in the development of an employee recognition program to improve overall morale while promoting improvements to job performance and teamwork across departmentsImproved warehouse operations through enhancements to inventory monitoring and management practices resulting in reduced equipment shortages and increased customer satisfaction Developed expense purchase order approval program for the area resulting in a 20% overall reduction in local operating expensesImproved the forecasting and budgeting processes through the development of efficient financial models updated throughout the yearLed department through two organizational restructures maintaining a high level of operational performance despite significant reductions in headcount

Promoted to manage the day-to-day operations of the accounts payable, payment deposit reconciliation, work order check in, and payment batch posting departments. Oversaw the monthly subscriber reporting, consolidation, and analysis for four independent billing corps containing nearly 300k subscribers. Developed and monitored the internal control environments over cash handling and fixed assets on a monthly and quarterly basis. Developed an automated method of subscriber reporting that vastly decreased the preparation time while virtually eliminating reporting errors that ultimately became the regional standardWorked with third party fulfillment contractors to improve their operating procedures reducing the amount of lost assets and increasing the timeliness and completeness of work order submission for reviewCreated enhanced accounts payable tracking and monitoring files for over 300 utility accounts reducing the amount of late fees incurredCollaborated in the improvement to the annual billing system rate code adjustment process resulting in more accurate customer billing statements, increased customer revenue and decreased operational issues related to billing system authorization error

Responsible for the screening, cleaning, distribution and storage of customer premise equipment for the largest warehouse in the Northern New Jersey Area supporting over 200k subscribers. Managed a staff of 29 regular and 5 temporary employees over 3 shifts. Served as fleet coordinator for over 350 vehicles including the management of repair expenses and the related repair vendors. Assisted in the preparation and review of the monthly converter loss schedule to support the strong internal control environment over the multi-million dollar asset inventory.Implemented process flow improvements resulting in increased overall production volume enabling the elimination of the 3rd shift.

Responsibilities included the preparation and analysis of daily, weekly, and monthly subscriber activity reports. Assisted in the preparation of and review of the monthly financial reporting package and of the annual budget models for the New Jersey operating systems. Conducted audits of monthly operational subscriber reporting models.Developed capital expenditure analysis schedules and created capital forecasting models used by New Jersey operating systems to more effectively manage their capital expendituresPresented training in Hyperion Essbase database usage and general query development to Regional and Division employees

Responsibilities included the evaluation and reporting on the internal control structure and environment surrounding customer premise equipment at the cable system warehouses and payment center locations for the New England region. Prepared and distributed monthly reports tracking current and YTD volume of asset distribution. Reconciled and provided variance analysis for the Fixed Asset Module to the general ledger on a monthly basis. Served as a division internal control auditor to identify and correct areas of improvement for local operations prior to external audit reviews.

Conducted and supervised independent audit field procedures including GAAP compliance and financial accuracy testing. Performed due diligence services for manufacturing clients, including cost analysis and inventory valuation. Interacted with top level management on many operational issues, and learned intricacies of clients' business processes in order to perform duties effectively.

B.S., Accounting

Master Of Business Administration - Mba, Operations Management