James Foster Email and Phone Number
Driving Client Success as Account Manager at Checkmate Tax Advising | Tax Engineer Specializing in Tax Solutions for Entrepreneurs and Investors | Partners with Collective Influence & Aspire Tour at
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Checkmate Tax Advisory
James Foster's Location
Jacksonville, Florida, United States, United States
James Foster's Contact Details
James Foster work email
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James Foster personal email
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About James Foster
Navy veteran and accomplished Business Development Manager with a proven track record of successfully leading multi-site cross-functional teams in the development and execution of both external and internal organizational priorities. I specialize in enhancing customer experience and optimizing business operations through efficient personnel management and fostering key stakeholder relationships.Key Strengths:• Executive Management• Operations Management• Analytical ThinkingContact Information:• Email: FosterJamesA2@Gmail.com• Phone: 469-328-9061Professional Overview:As an executive manager, I excel in overseeing projects from initial planning through completion, ensuring alignment with customer satisfaction, cost controls, quality standards, and overarching business goals. My unique background spans government contracting, operations, recruiting, training, logistics, and identifying new business opportunities.Expertise: I am an expert business operations manager specializing in:• Business development• Employee development• Data and analytics• Finance and planningMy extensive experience includes driving the development and execution of strategic priorities to achieve company goals.Core Competencies:• Business Analysis• Business Operations• Management• Leadership• Budgeting• Performance Management• Relationship Management• Agile and Lean Six Sigma• PlanningAccomplishments:• Oversaw strategic corporate transitions, acquisitions, partnership negotiations, and seamless transfer of duties and responsibilities for 5 companies, simultaneously.• Successfully executed Lean Six Sigma projects, resulting in policy compliance increasing from 27% to 93% within 8 months.• Achieved Operational Efficiency and Resource Optimization by eliminating 252 non-productive man hours.• Consolidated 57 company programs into 36 for more efficient resource utilization.• Ensured operational continuity, safety, and security across 15+ facilities.• Strategically recruited, hired, interviewed, and trained an additional 225 employees.Critical Infrastructure Upgrade:• Led project management for an $8M physical security upgrade, ensuring continued protection of personnel. assets, and operations.Financial Accuracy and Oversight:• Provided meticulous oversight and conducted audits for Accounts Payable/Receivable, Payroll, and expenses.• Ensured financial accuracy for a combined revenue in excess of $5M.Connect with Me: For any business management or similar opportunities, feel free to reach out at FosterJamesA2@Gmail.com or 469-328-9061.
James Foster's Current Company Details
Checkmate Tax Advisory
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Driving Client Success as Account Manager at Checkmate Tax Advising | Tax Engineer Specializing in Tax Solutions for Entrepreneurs and Investors | Partners with Collective Influence & Aspire Tour
James Foster Work Experience Details
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Account ManagerCheckmate Tax Advisory Oct 2024 - PresentPonte Vedra, Florida, United StatesCheckmate Tax Advising is the first exclusive tax advisory firm of its kind, specializing in 360 Tax Solutions that encompass advisory services, compliance, tax return preparation, bookkeeping, and financial services. We create elite tax-saving strategies typically available only to the top 1%, leveling the playing field for entrepreneurs, investors, and financial leaders. Our mission is to guide clients in strategically building their financial empires while delivering exceptional services in a uniquely personalized format. We are proud partners with Collective Influence and Aspire Tour, further enhancing our commitment to excellence and comprehensive financial education.In my role as Account Manager, I play a pivotal part in driving client success and business growth within our exclusive tax services team.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with clients, serving as their primary contact for tax-related inquiries and ensuring high levels of client satisfaction through personalized service.Tax Research: Conduct ongoing research to stay abreast of current tax laws and regulations, providing clients with informed guidance and tailored strategies to optimize their financial outcomes.Documentation Coordination: Collaborate with clients to gather necessary documentation and information, ensuring timely and accurate tax filings to meet compliance standards.Regulatory Compliance: Ensure compliance with all applicable tax regulations, maintaining meticulous records of tax-related documents to uphold the highest standards of accuracy.Cross-Department Collaboration: Work closely with internal teams to deliver comprehensive financial solutions, including advisory, compliance, and tax credit specialty services that align with clients’ unique financial goals.
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Account ManagerCollective Influence Sep 2024 - PresentPonte Vedra, Florida, United StatesTax Engineer and Account Manager at Checkmate Tax Advising a partner company working with Collective Influence. -
Business Development ManagerYeti Business Management Llc Jan 2022 - Mar 2024Aurora, Colorado, United States• Managed portfolio of 5 company accounts, overseeing all business functions including client relationships, strategic planning & operational support, driving growth & efficiency• Collaborated with Senior Executives to align strategies with corporate goals, resulting in revenue growth, operational improvements, & successful expansions, including 2 franchise acquisitions & 1 startup franchise• Developed & executed business plans, expanding the portfolio from 2 to 5 companies in 16 months, achieving a $2M revenue increase• Directed acquisition, partnership negotiations & ownership transitions for 5 companies, ensuring seamless integration & growth• Conducted market analysis, terminating unprofitable negotiations & saving $1.7M• Managed $50,000 in monthly retail sales & analyzed financial reports/KPIs to develop revenue improvement initiatives• Oversaw compliance & audits, managing state licensing, certifications, surveys, & adherence to regulations & HIPAA standards for 2 healthcare agencies • Enhanced processes & management across 5 cross-functional teams by establishing policies & creating departments, improving communication & efficiency by 20%• Developed & implemented SOPs, resulting in 20% improvement in operational efficiency & accuracy• Managed 2 salon franchise locations, overseeing acquisition & transition, retaining 80% of staff & maintaining positive client experiences and memberships• Developed & executed marketing plans, enhancing brand visibility & market presence, and spearheaded revenue generation strategies achieving $1M annually• Coached & mentored 30+ Directors, Managers & senior staff, resulting in a 25% reduction in turnover & 20% improvement in operational efficiency• Supervised quality care for 52 disabled patients, managing a team of 15 providers & ensuring compliance with value-based programs• Managed IT functions & financial oversight, including weekly Accounts Receivable of $48,000+ & monthly Accounts Payable exceeding $180,000 -
Area Operations ManagerAmazon Aug 2021 - Mar 2022Aurora, Colorado, United States• Managed the receipt, storage, and inventory for 52,000 new products received daily and valued in excess of $1.3M• Protected 1000s of brands by ensuring products were sold undamaged and in ways that best represent all companies• Assessed company’s Success Model (People, Operations, Financials, and Relationships) for 3 existing sites and developed plans to successfully launch a new facility Jan 2022 with lessons learned from site visits• Developed and analyzed 64 KPIs, performance goals, and objectives to achieve customer expectations and ensure timely and effective solutions• Led and developed 36 personnel by elevating excitement, enthusiasm and commitment to company objectives• Partnered with management team to create and maintain quality training and coaching for all employees• Monitored operations, P&L reports, and employee engagements routinely to ensure maximum profitability• Built and executed productivity plans by reviewing work forecasts, determining productivity requirements, and partnering with other Managers to balance labor• Communicated policies to associates and acted as the primary information source for the team, maintaining compliance and consistency and taking corrective actions when needed -
Executive Operations ManagerUs Navy Oct 2018 - May 2021San Antonio, Texas Area• Developed and maintained relationships with 20 business partners, corporate, and 762 employees across the nation• Resolved operational and customer concerns by collaborating with leadership to resolve retention and workforce shortages across all 20 business partners• Oversaw 7 budgets totaling $41M, $19M inventory, and $33M payroll; analyzed P&L and fiscal year requirements• Provided leadership, guidance, and training for 762 employees, resulting in company-wide compliance with policies and regulations increasing from 27% to 93% within 8 months• Conducted in-depth reviews and analysis of 57 company programs, KPIs, documents, and teams; eliminated 252 non-productive man hours increasing operational efficiency by 49% across 20 business partners • Increased operational performance 25% across all areas resulting in a 12% increase to customer satisfaction.• Evaluated and coached 40 senior managers ensuring leadership, culture, organizational structure, and operational effectiveness across 20 business partners• Provided feedback to leadership teams on evaluations related to improving employee relationships, customer service, and operational performance -
Vice President OperationsUs Navy Nov 2016 - Oct 2018St Louis, Missouri, United States• Directed daily operations including asset protection, physical security, loss prevention, quality assurance, operational risk management, training, and customer service. • Managed $15M global operations budget related to 52 business partners, $11M in physical inventory, and 650 employees throughout 13 companies. • Identified and corrected manning deficiencies and provided feedback on personnel's performance, enhancing employee development and the company's mission.• Reduced training and logistics expenses 30% by identifying and procuring alternative training methods and curriculum, increasing employee expertise and knowledge with negligible initial and reoccurring costs.• Investigated and redistributed $350K in unaccounted funds by analyzing financial reports and records from 2015 through 2018 and identifying accounting errors prior to implementing corrective actions to reallocate the funds.• Managed company performance by identifying position vacancies, hiring qualified employees, and monitoring managers' evaluation, appraisal, mentoring, discipline, and rewarding of employees.• Monitored procurement orders worth $3.5M with 0 mishaps, meeting 100% of global requirements.• Increased community awareness, interagency training, employee engagement and education, and effectively revised policies and procedures by developing robust relationships with local organizations resulting in the unique exchange of tacit knowledge, a safer work environment, and increased local support for our organization.• Directed the development and installation of $8M physical security upgrade consisting of video surveillance, access controls, intrusion detection, and fire suppression systems, ensuring the protection of personnel and assets.• Drove a culture of safety and security throughout the company by enforcing EHS standards, identifying risks and trends, and taking actions to minimize, mitigate, or eliminate risks for special evolutions and routine work.
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Operations Training ManagerUs Navy May 2012 - Nov 2016San Diego, California, United States• Coordinated operations, training, logistics, and loss prevention activities for assets worth $23M. • Supervised hiring, interviewing, training, program compliance, and certifications. • Developed and managed safety and security policies, training, and assessments to ensure operational compliance with policies and laws. • Strategically managed 5 domestic and international teams comprised of 800 security personnel located across 26 locations for the protection of infrastructure and the safety of events hosting up to 12,350 visitors and 1,800 employees. • Worked closely with state, federal, and international law enforcement and disaster preparedness agencies.• Ensured appropriate inventory controls and the safety and security of employees at 5 facilities by identifying employee deficiencies, recruiting, hiring, interviewing, and training an additional 225 employees.• Improved training compliance 17% in 5 months by implementing innovative solutions and 350 training courses.• Maintained 100% accountability for 200 pieces of equipment and 2 million consumables with 0 variations, resulting in $0 write-offs due to lost inventory for 4 years.• Ensured sustained training, mitigation measures, and response procedures for fires, fraud, workplace violence, and other anticipated emergencies by evaluating and training 78 senior managers in asset protection, organizational assessments, crisis management, and emergency response procedures.• Achieved 18 successful program compliance certifications by identifying deficiencies, mentoring managers, and training 800 employees in company policies and procedures.• Delivered 20% improvement in program effectiveness resolving obstacles and resource deficits required to succeed• Planned and executed an interagency safety and security assessment with 6 local and federal organizations evaluating capabilities, interagency functionality, employee awareness, and ability to protect from and respond to threats and crisis.
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Senior Team ManagerUs Navy May 2008 - May 2012Norman, Oklahoma, United States• Managed 80 Officer Candidates and 430 student Naval Aviators and Flight Officers while they waited for assignment to begin specialized schools. • Ensured all employees were trained on the proper responses for emergencies to include hurricanes, active shooters, and fires. • Provided senior management with individual assessments evaluating students' abilities to be managers and the success/failure of mentorship they were provided. • Reported 28 disciplinary items to senior management with recommendations for corrective actions. • • • Provided mentorship and leadership training to all new accessions and conducted training on company policies and regulations. • Ensured all managers were trained on proper responses for emergencies including what to expect from employees during hurricanes, active shooters, and fires by mentoring, managing, and training 510 student Naval Officers regarding proper leadership, management, and decision-making techniques.• Identified infrastructure weaknesses and evaluated employee knowledge by conducting safety and physical security audits to identify deficiencies; recommended, tracked, and reported on the progress of corrective actions.• Developed and monitored work schedules for employees ensuring company mission was attained.• Managed organizational EHS programs for managing risks associated with recreational activities, firearms, HAZMAT, and office safety for multiple cross-functional teams
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Lead Recruiter | Navy RecruiterUs Navy Mar 2005 - Aug 2008Garland, Texas, United StatesAssisted with the daily supervision of 6 Navy Recruiters, ensuring they met local and national United States Navy Enlisted recruiting goals. Mentored and trained 6 recruiters and 60 newly recruited Sailors, preparing them for success at their new jobs. Personally responsible for maintaining a monthly departmental production average of 1.1 new Navy affiliations, far exceeding the national average of 0.7. This directly supported Department of Defense requirements and ensured the Navy had a steady supply of new personnel available to offset overall attrition.As a Navy Recruiter I personally recruited more than 80 new Sailors (employees) and maintained a 2.0 monthly recruiting average. By improving community relationships and increasing awareness for Navy career opportunities to more than 3000 potential applicants, I was able to further support the Navy recruiting mission even after I transferred to another job.In 2006 received the first ever “Six Shooter” recruiting award presented by Navy Recruiting District Dallas, over 190 other recruiters. This award is presented to Navy Recruiters that recruit 6 or more people into the United States Navy during a single month, far exceeding the national recruiting average of 0.7 new personnel each month.
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Gunner'S MateUs Navy May 2000 - Mar 2005Yokosuka, Kanagawa, JapanResponsible for establishing 3 new physical security programs in response to the 9/11 attacks. These programs ensured 1 warship, 1 Naval Base, and 1 mobile security team were trained in new physical security and force protection techniques ensuring 360 personnel remained ready to respond to any threats to personnel or property. Maintained 120 security force weapons, physical security training programs, and weapon system maintenance schedules.
James Foster Education Details
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Business Administration And Management, General -
Criminal Justice
Frequently Asked Questions about James Foster
What company does James Foster work for?
James Foster works for Checkmate Tax Advisory
What is James Foster's role at the current company?
James Foster's current role is Driving Client Success as Account Manager at Checkmate Tax Advising | Tax Engineer Specializing in Tax Solutions for Entrepreneurs and Investors | Partners with Collective Influence & Aspire Tour.
What is James Foster's email address?
James Foster's email address is ja****@****avy.mil
What schools did James Foster attend?
James Foster attended Lindenwood University, University Of Oklahoma.
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