David Holt Email & Phone Number

Columbus, Ohio Area

Columbus, Ohio Area

Project oversight and day-to-day management of the REAL Potential Youth Empowerment Program (REAL) including a $1.5M budget and staff of 13. REAL is a year-round mentoring program for 200+ teens that includes a 5-day overnight work readiness training camp and 8-10 week paid summer internship. Budget forecasting, data management, and grant writing support for all education programs.

Powell, Ohio

Interview clients, review documents and utilize knowledge to prepare federal, state, and local tax returns. Assist clients responding to tax authority inquiries and resolve tax problems.• Establish and maintain client relationships. • Maintain continuing education requirements.• Consistently exceed client retention and client satisfaction goals.

Columbus, Ohio Area

Developed and maintained data management system for $1M grant funded youth employment program. Administered HR and payroll functions for 294 interns including I-9 employment eligibility verification. • Developed data system that drove improved youth wage budget utilization rate from 90% to 98%.• Implemented reporting tools that led to increased intern goal achievement rate from 63% to 71%.• Effectively instructed 200 youth on federal, state, and local payroll tax withholding.• Managed team for project closing, successfully meeting agency and grant requirements.

Columbus, Ohio Area

Independent contractor providing finance/accounting and human resources expertise for non-profit organizations. Experience includes 990 filing, payroll, hiring employees and contractors, accounts payable, bookkeeping, grant reporting, financial reporting, and key contributor to senior management teams.

Columbus, Ohio Area

Collaborated in planning, organizing, executing, and following up on fundraising campaigns for workplace accounts. Developed fundraising goals and executed campaign strategies. Built and sustained account relationships and utilized public speaking, and financial reporting strengths. Employed for 2013 and 2014 campaign seasons.• Presented campaign video, marketing collateral and verbal testaments to hundreds of workplace employees. Built and strengthened relationships with 65 key employees at corporate accounts.• Researched trends and documented fundraising events through a customer relationship management (CRM) system.

Columbus, Ohio Area

Managed merchandising department; supervised three direct reports. Oversaw procurement of trade inventory. Reviewed and revised pricing parameters to optimize sales and profits. Negotiated supplier marketing contracts. Operated as contributing member of marketing team and senior management team.• Maintained service levels with excellent inventory turns.• Instituted new product information database to facilitate reporting, analysis, and maintenance.• Revitalized monthly sales meetings by creating themes; organized corresponding vendor participation.• Expanded vendor participation at annual food show by 20% two years in a row.• Contributed to development of CRM system.

Columbus, Ohio Area

Directed product and brand marketing strategy, tactical development and initiative implementation. Supervised marketing team of four, including internal sales support call center assisting 70 sales associates. Operated as project manager in development of new prospect lead generation and CRM systems by assessing business processes, utilizing existing data, and communicating requirements. • Generated additional 24% in new account openings by collaborating with outside technology vendor to create numerous enhancements to a CRM system with market share metrics.• Increased targeted account sales more than 10% within 13 weeks, despite a flat economic market, by implementing an account penetration incentive.• Contributed as subject matter expert in pricing for corporate SAP implementation.• Formulated and managed effective pricing strategies; negotiated and drafted supplier contracts.• Conducted market research/analysis to design and execute targeted market-segment/product line strategies and campaigns to increase sales. • Catapulted a product line’s sales by 28% by backing a pricing model change initiative.

Supervised team of nine managers and support specialists. Generated innovative, strategic product cost market basket proposals, and negotiated resulting customer contracts. Forecasted annual sales growth budget in collaboration with sales management team. Contributed as project manager for sales compensation initiative.• Achieved team-record year in new account sales of more than $6.5M.• Enhanced sales support through establishment of in-house facility to conduct business reviews.• Improved incentives for sales and margin growth by implementing new sales compensation system.

Conducted competitive public bidding including K-12, and developed/administered pricing strategies and systems for key product lines, market segments, and prospects. Performed analysis of and formulated product cost market baskets for RFQs/informal sales proposals. Responsible for all bid deliverables including product selection and sourcing, bid/performance bonds, legal affidavits, quality assurance, and samples. • Secured record $5M bid contract and saved top bid account. • Reviewed inventory to identify SKU consolidation potential, performed product usage forecasting, and proposed inventory balances. • Provided critical project oversight in conversion from legacy system.

Developed innovative strategies designed to increase revenues and gross profit margins. Conducted supplier and customer contract-renewal, price-increase, and specification-alteration negotiations. • Attained a record $36M in annual bid sales utilizing personal drive and in-depth research. • Devised commodity item risk pricing strategies. • Managed bid client service and all RFP/RFQ-related needs including K-12, pre-school, university, health care, and correctional bid markets.

Managed four-member team. Priced competitive public bids and led customer service/inside sales functions for key bid accounts. Initiated competitor analysis and sought new market opportunities. Interpreted customer product requirements/specifications. Oversaw $14M in vendor billing, accounting, and receivables. Acted as project manager for new vendor receivables process, and installation of new truck routing system. • Grew company to a major player in statewide bid business, winning key school districts and public entities that contributed to steady double-digit company sales growth.• Contributed as member of product review and marketing planning committee; researched, analyzed, and prepared responses to contract customer price audits. • Led cross-functional team that implemented new truck routing system that resulted in 27% fewer miles.

Master Of Business Administration (M.B.A.), 3.4

Bachelor'S Degree, Business Economics, Cum Laude

Activities and Societies: Student Senate, Resident Assistant