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 various service providers also required to administer the health plan while holding them to the same standard of integrity that Consoliplex demands of itself.

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 created by the Affordable Care Act.• 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 created by the Affordable Care Act.• 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. • Personally performed financial modeling and financial analysis on highly confidential acquisitions.• Managed operations for corporate facilities including oversight of the Corporate Facilities Director and staff of 25+. Led the sourcing and negotiation of all supporting vendor services to service the facility (HVAC, food service, maintenance, janitorial, etc.).

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 Management and the Board of Directors and leading all financial analysis and projections. • 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.• Performed ad hoc, special projects and other varied tasks, financial or operational, at the direction of the CFO and other members of Executive Management.• Participated in a successful third party led, legal mediation process in settlement of valuation findings for a majority-owned subsidiary. • Developed and led the presentation of an internal leadership development course on Financial Acumen for non-Finance management, routinely one of the most well attended and successful training courses at the Company.

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. Negotiated terms with Kronos. Defined business requirements to process the Company’s payroll policies and practices. Developed training programs for all employees. • 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.• Led the implementation of federal income tax software for the Company’s consolidated return increasing accuracy and efficiency in filing. • Analyzed and filed amended tax returns to include a special, intangible asset tax deduction resulting in a tax refund to Medical Mutual in excess of $18M.

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