Chief Operating Officer (Coo) And Chief Executive Officer (Ceo) Of Portfolio Company
Current• Spearheaded the development and implementation of the private equity operations and business plan focusing on accountability and best practices• Improved reporting and financial oversight, human resources systems and processes, corporate-wide training and recruiting and onboarding key leadership staff• Set the direction for the planning and prioritization of critical issues, enabling the executive team to make efficient and informed decisions• Oversee and facilitate the smooth transition of new businesses and staff due to M&A activity• Worked with offshore teams in India and the Philippines to optimize results and cost efficiencies • Oversee monthly reporting and annual plan development, along with a thorough technology auditCEO Role:• Growth-oriented leader in the fintech industry, focused on automated accounting and financial processes, and software to optimize tax refunds, annual tax filing, disability tax credits, and caregiver credits• Developed proprietary artificial intelligence automation software that removes human decision-making in tax reviews and filing, moving processing time from 30 minutes to under 3 minutes• Debt services in front office (debt relief options include consumer proposals, debt settlement and mortgage refinancing). Sales conversions are 15% to 20% from established customer base• Strong track record of organizational leadership and people management, including refining, leading and implementing a strategic plan to fuel long-term growth, cross-selling the product portfolio, and improving profitability within a private-equity backed company• Responsible for all aspects of performance, culture and accountability• Successfully transitioned from a founder-driven, start-up environment to a professional approach including SOPs, performance management, best practices and a results orientation; including making difficult decisions• Monitor and report on progress to the Board, investors, owners and private equity executive team