Jeff Williamson Email & Phone Number

Cleveland, Ohio, United States

Consoliplex provides high quality health plan management services to chambers of commerce, trade associations and other organizations that aggregate small businesses together for health benefit solutions. In addition to providing high value administrative, technology, and advisory services to its customers, Consoliplex coordinates the efforts of the.

Cleveland/Akron, Ohio Area

• Consoliplex is a health plan management services company offering management and consulting services to plan sponsors who want to obtain high quality, cost effective health benefits in the regulatory environment.
• Provide executive leadership over the finance/accounting, information technology, operations and human resources functions of Consoliplex.
• Member of Consoliplex leadership team that strives to continue growth and development of health plan management services in the State of Ohio and in other markets throughout the country.

Cleveland/Akron, Ohio Area

• Consoliplex is a health plan management services company offering management and consulting services to plan sponsors who want to obtain high quality, cost effective health benefits in the regulatory environment.
• Led projects to obtain state regulatory authority outside the State of Ohio in establishing employer health and welfare arrangements for small business associations.

Cleveland/Akron, Ohio Area

• Member of Executive Management Team leading merger, acquisition and divestiture activities and development of long term strategic corporate plans.
• Established and implemented Medical Mutual’s long term real estate strategy encompassing 8 leased facilities (780,000 SF of office space housing over 2,400 employees), each of which had short term lease expirations.
• Facilitated the design of the comprehensive space program as part of the long term strategy resulting in a more efficient real estate solution and achieving a SF reduction of over 25%.
• Mentored and directed senior financial analysts that supported all corporate development and real estate activities.
• Led the sourcing and negotiation of leases and the move management function for all company real estate relocations and consolidations.
• Led an acquisition of over 100,000 covered insurance lives working extensively with external advisors in all transaction due diligence and negotiation of transaction terms and conditions.

Cleveland/Akron, Ohio Area

• Identified potential mergers and acquisitions reporting to Vice President, Finance and Corporate Controller.
• Performed as principal strategic advisor to the Chief Financial Officer and the VP Finance; a key member of the CFO’s and VP Finance’s leadership teams.
• Identified, researched, and determined feasibility of potential mergers and acquisitions, appropriately challenging potential acquisitions and performing detailed financial analysis.
• Operated as Company Team Leader for all merger, acquisition or divestiture activities; responsibilities included organizing the team members, providing for regular meetings, reporting status updates to Executive.
• Led the divestitures of the Company’s $300M, 62,000-member non-core health insurance line of business and the Company’s $15M non-core Information Technology and Business Process Outsourcing Services lines of business.
• Served as Finance lead in the Company-wide Health Care Reform Task Force in response to the Affordable Care Act enacted in 2010.

Cleveland/Akron, Ohio Area

• Managed Corporate Tax and Payroll functions including 2 managers and staff of 8. Overall responsibility for tax and payroll compliance and accounting information included in the financial statements.
• Led implementation project for an automated time and attendance software application (Kronos) that improved accuracy and efficiency, replacing a manual paper system. Fully sourced vendors and made ultimate selection..
• Researched complex tax issues and proposed business transactions identifying tax and payroll ramifications.
• Prepared executive compensation and other sensitive Executive Management and Board of Directors exhibits and analysis.
• Served as functional owner of payroll, expense reimbursement and cellular phone corporate policies for employees including proper implementation and monitoring of those policies.

Cleveland/Akron, Ohio Area

• Overall supervision and review of Corporate Tax staff.
• Reviewed and performed filing of all federal, state and local tax returns for Medical Mutual of Ohio and subsidiaries.
• Held overall responsibility for tax accounting information included in the financial statements.
• Coordinated all tax audits or examinations from federal, state and local tax authorities.
• Researched complex tax issues and proposed business transactions identifying tax ramifications.
• Provided oversight of federal information reporting (Form 1099) function for Medical Mutual of Ohio and its subsidiaries.

Cleveland/Akron, Ohio Area

• Performed complex financial analysis reporting to the Director, Financial Reporting,
• Created and maintained the Company’s first line of business/product profitability report for Executive and Sales Management to more accurately measure and predict Company performance.
• Created and maintained the Company’s first line of business cost accounting methodology and model which provided a methodology for properly allocating administrative expenses to specific lines of business.
• Led the compilation of, and created detailed analysis for, the Company’s annual consolidated income statement forecast.
• Researched accounting issues, completed various special projects and other varied tasks.
• Provided indirect supervision to various Financial Reporting Department staff.

Cleveland/Akron, Ohio Area

• Completed all aspects of financial statement audit and internal control review engagements including planning, fieldwork, wrap-up and preparation of audit and internal control reports.
• Reviewed and evaluated financial and internal control systems, documented weaknesses and provided recommendations for use by management.
• Supervised, evaluated and provided on-the-job training and evaluation of staff auditors in basic auditing techniques.

Bachelor Of Science In Business, Accountancy

Activities and Societies: Delta Sigma Pi

Master Of Taxation, Taxation

Education record