Heather Garrison Email & Phone Number

Cleveland, Ohio, Us

Hilliard, Ohio, Us

-Direct M&A Integration and be responsible for leading the integration efforts for current and future acquisitions-Serving primarily as a PMO (program management office) function, key responsibilities includeparticipating in pre-deal synergy target-setting with the Business Development Team and post-close integration efforts bringing together ADS and acquired companies-Develop and maintain an 'Integration Playbook' based on best-practices that will serve as thebasis for future integration efforts-Support a monthly ESC (Exec Steering Committee) meeting that includes developing asupporting deck with functional area updates combined with synergy performance tracking KPI'sand co-facilitating assorted 'deep dive' topics as required-Develop solid working relationships with newly acquired companies, build rapport, and becomea trusted partner who helps newly acquired businesses become fully integrated into ADS-Act as a liaison that may include working with assorted business partners to integrate anynumber of functional areas, including: Finance, Accounting, Treasury, Sales & Marketing,-Operations, R&D, IT, and/or HR-Critically evaluate information gathered from multiple sources, reconcile inconsistencies, anddistill details into key insights-Implement processes to streamline and improve future M&A integration efforts-Drive through challenges to effectively deliver on commitments and timeframes-Provide support to challenge key assumptions and preliminary conclusions based onquantitative analysis-Manage the development and ongoing preparation of assorted presentation decks (seniorleadership presentations, board material, forecast alignment meetings, operational planningmeetings, sales & ops planning, etc.)

Miami, Fl, Us

-Create a succession plan for the rental organization for sales professionals-Hire, train and develop a robust staffing model for the Fleet Management Sales Organization-Responsible for driving all aspects of Project Portfolio Planning for multiple business projects and initiatives within the FMS Rental organization.-Responsible for leading, managing and coordinating multiple projects for FMS operations-Conduct Project Portfolio Modeling and Analysis-Review and analyze all proposed relative to the organization's strategic direction-Prioritize projects based on "Mandatory", "Essential" and "Optimum" Project Portfolio benefit to the organization-Conduct scenario planning and analysis to justify the selection and relative risks involved-Verify that all projects add value to the organization-Demonstrate that the projects and timing in the portfolio are conducted within the capacity of the organization-Ensure stakeholder engagement and responsibility is assigned for securing actualization of intended benefits-Develop strategies to ensure long term success of Telematics initiatives-Ensure corporate systems are in place to capture true cost/benefit comparisons project by project. -Report actual benefits relative to intended benefits over the longer term-Regularly report status and make recommendations to senior management-Chair the Project Portfolio Governance meeting

Miami, Fl, Us

• Responsible for preparing, and delivering quantitative financial analysis, business models, projections, and financial sales presentations. • Perform independent in-depth financial analysis from both internal and external financial resources and lead the financial elements of larger “ownership market” sales pursuits. • Provide the Central Region sales team with personalized financial models and cost effective analysis based on the customer’s requirements and inform the customer of Ryder’s Value Proposition.• Provide financial expertise and the salesforce with insight on industry based financial matters and discovery on specific target prospects in order to increase and ensure profitable sales opportunities.• Lead and support Ryder’s salesforce with identifying and preparing cost effective product and service offerings for bid management. • Analyze profit and loss (P&L), income statements, balance sheet and cash flow information• Explain the tax and depreciation impact of business decisions to finance and non-finance buyers• Effectively articulate the financial elements of Ryder’s cost of ownership analysis in order to provide sound, profitable, and cost effective recommendations• Lead sales teams on all larger opportunities where TCO process is deployed• Present the financial benefits of Ryder solutions to high level executives, such as CEOs and CFOs of large corporations• Analyze the results of TCO analysis to enable sales to best present Ryder’s cost advantages and prepare cost effective product and service offerings for bid management• Work with team to develop and present bids and solutions to customers• Provide consultative services to entire regional sales team on TCO process• Partner with Learning and Development (L&D) to drive training on TCO to the salesforce across the region

Us

• Created and designed compensation plans for Wholesalers, RVPs, and Sales Managers• Served as a technical expert in providing sales performance and operations for a single channel or product line. • Worked in conjunction with senior management to provide compensation plans that drove the sales force to hit the objectives set by the Board of Directors. Provided insight on goal setting at the territory level to ensure sales optimization• Provided modeling and compensation analysis for management • Work intricately with Human Resources to ensure compliance and administration of compensation plans, long and short term disability, and termination of field staff• Work in depth with Budget/Expense teams to ensure that accruals and budgets for compensation are met• Works closely with sales executives to assess current organizational sales capabilities and makes recommendations for improving sales effectiveness and execution. • Ensures sales incentive payments have been processed in a timely manner and in accordance with provisions established in the compensation/sales incentive plan• Provided LIMRA with compensation survey data in order to learn other firms compensation benchmarks to ensure retention and industry standards are kept.• Partners with sales leadership and systems liaisons to transform sales applications and technology. Serves as the technical expert and provide sales software training to field staff. • Provided reporting and analysis for various compensation related topics to senior management to determine budget expense requirements and staffing needs.• Responsible for conference exception process and MDRT certification

Us

• Assisted on the development and maintenance of the Profit and Loss Statement for Nationwide Financial Network and channel sales forecast for each quarter• Worked with channel heads to implement agent financing programs, strategic and financial goals, provided territory analysis, and assisted in the redevelopment of financial channel reporting• Developed industry related experience through work with LIMRA and GAMA, and have provided industry data to management• Completed surveys on behalf of Nationwide for LIMRA• Lead in CSC and PRS channel reporting and cross-trained in other areas of financial reporting• Responsible for conference reporting and MDRT validation• Lead in CSC channel reporting and cross-trained in other areas of financial reporting• Responsible for conference reporting and MDRT validation

Developed proforma and financial modeling for new and re-developed commercial construction projects. In addition developed this process for multi-use commercial projects as needed.Assisted in the decision making for commerical development projects by reviewing financial statements and making recommendations to the Board on future developments.Implemented monthly reporting process for CASTO that allowed the management team to understand each development's profitabilityDeveloped and maintained a training manual which was implemented and utilized in the Ohio and North Carolina office locationsCreated a streamline working relationship and communication between the construction and leasing divisions. Worked as a liaison to effectively provide timely information and updates.

Columbus, Ohio, Us

• Responsible for handling customer complaints, financial questions, contractual obligations, and providing the foremost in customer service and follow-up• Cross sold the BMW credit card, insurance products through Liberty Mutual, and Owner’s Circle to existing and new customers via phone• Wrote and coordinated training efforts for new associates in both written correspondence and phone representatives• Designed and implemented training manual for both written and phone representatives• Served on numerous design and implementation teams for new applications, and worked exclusively on behalf of the Customer Service Department with IS to develop process improvement

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

Bachelor Of Science, Economics/Finance

Education record