Jeff Lewis Email and Phone Number
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Work hard, live right and have fun doing both.Specialties: CPA
Benefitmall
View- Website:
- benefitmall.com
- Employees:
- 1123
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Chief Administration Officer / Vp, FinanceBenefitmall Sep 2022 - PresentDallas, Texas, United StatesDivisional CFO for non-GA Lines of Business (Self-Funded Division, Account Services Division, Individual & Senior Division and Retail)Responsible for Revenue Synergy management across BenefitMall and CRC Group sister companiesContract Management, Compliance and OFAC for BenefitMallResponsible for Facilities, Real Estate, Treasury and managing legal function for BenefitMall, including managing management bonus plan and management retention planCorporate Structure Management (through January 2023), continuing to serve as Assistant Corporate Secretary for all legal entities.
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Vp Of Administration, Treasury And Divisional CfoBenefitmall Jun 2020 - Sep 2022Dallas, Texas, United StatesDivisional CFO for non-GA Lines of Business, Board of Director/Investor Reporting, Legal Function including Cyber Incident Response, Corporate Structure Management and Served as Assistant Corporate Secretary for all legal entities.Responsible for Facilities, Business Insurance, Real Estate and Treasury, including managing all Credit FacilitiesResponsible for managing management incentive bonus planResponsible for sale process, diligence management and deal documents for sale of Company to Truist Bank in September 2022
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Vice President FinanceBenefitmall Aug 2018 - Jun 2020Dallas, Texas, United StatesAll Finance functions, Board of Director/Investor Reporting, Legal Function including Cyber Incident Response and Served as Assistant Corporate Secretary for all legal entities and managing all Credit Facilities
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Controller, Vice-President Of AccountingBenefitmall Feb 2000 - Jul 2018Dallas, Texas, United StatesMajor Functions included: Accounting, Broker Commissions, Purchasing, Facilities, Treasury, Employee Payroll, Corporate Administration, Board of Director/Investor Reporting, Legal Function, Corporate Structure Management and Served as Assistant Corporate Secretary for all legal entities.Built organization from scratch as BenefitMall was spun out of Humana (7 of these employees have 20+ years of ongoing tenure at BenefitMall)Functions included managing all credit facilities and participating in diligence and the creation of deal documents for more than 15+ acquisitionsResponsible for the sales process, diligence management and deal documents for 3 sales of the Company to new Venture Capitalists (2006, 2012 & 2018), including related debt agreements
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Vice-President Of Human Resources (While Vp Of Accounting/Controller)Benefitmall Jun 2006 - Jun 2012Dallas, Texas, United StatesServed in this role while Controller/VP of AccountingMajor Functions included: Compensation, recruiting, training, employee retention, employee discipline, headcount management and management of 401(k) Plan and annual Audits.Employee base increased from approximately 400 to 600 during this period.
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Director, Public ReportingGreyhound Lines Jul 1994 - Jan 2000I worked in various departments including Internal Audit, Accounting and Financial Reporting. Was responsible for all SEC reporting and Board of Director reporting. -
AuditorKpmg Sep 1993 - Jun 1994Audited various clients in the technology, real estate and government sectors.
Jeff Lewis Skills
Jeff Lewis Education Details
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Business
Frequently Asked Questions about Jeff Lewis
What company does Jeff Lewis work for?
Jeff Lewis works for Benefitmall
What is Jeff Lewis's role at the current company?
Jeff Lewis's current role is Chief Administration Officer / VP, Finance.
What is Jeff Lewis's email address?
Jeff Lewis's email address is je****@****all.com
What is Jeff Lewis's direct phone number?
Jeff Lewis's direct phone number is (469)-791*****
What schools did Jeff Lewis attend?
Jeff Lewis attended Texas Tech University - Rawls College Of Business, Austin College.
What skills is Jeff Lewis known for?
Jeff Lewis has skills like Employee Benefits, Benefits Administration, Financial Reporting, Insurance, Health Insurance, Payroll, Process Improvement, Employee Relations, Customer Service, Human Resources, 401k, Workers Compensation.
Who are Jeff Lewis's colleagues?
Jeff Lewis's colleagues are Lyann Gyurich, Ashley Matthews, Denise Salinas, Dianne Bailey, Susan Macias, Kyle Jackson, Christina Lacavera.
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