Jay Morrison Email & Phone Number

Louisville, Ky, Us

Louisville, Kentucky Area

Vac2Go an 8 year old industrial cleaning truck rental operation serving the east of Rocky Mountains to the east coast with six operating branches.• Negotiated $50M syndicated credit facility with accordion to support planned growth.• Built five year financial and operational plan to support operations and investment.• Opened four branches Memphis TN, Louisville OH, Mobile AL and Houston TX.• Purchased and implemented enterprise operating system.• Put in place processes to improve financial reporting and controls plus operating metrics.

Louisville, Kentucky Area

I help develop and define what truly motivates clients using their collective business skills, personality traits, interests and above all, their values to find the best suited business ownership opportunity. This insight allows me to match proven business models that uniquely align with a client's skill set. I coach them through their investigation ensuring that their decision best serves their specific business goals and lifestyle choice.

Louisville, Kentucky Area

Kentucky franchise operation of a nationwide commercial cleaning business servicing over 100 locations. • Recruit and sell franchises to service operators who perform commercial cleaning services for clients.• Manage telemarketing, sales and QC staff, and conduct sales presentations to prospective clients and service operators as part of business development.• Ensure accuracy of all financial activities with clients and franchisees, and develop and negotiate financing agreements with franchisees.Increased new client relationships by 50%+.

Louisville, Kentucky Area

Consulting company working with institutional investors, hedge funds and brokers in the high net worth life insurance and life settlement space.• Provided buy/sell recommendations on large face policies and portfolios.• Designed 25+ year tail models and modified industry endorsed models to incorporate investor performance assumptions.• Evaluated and consulted on over $20B of face policies.• Constructed pricing models, operational and policy bidding processes, and funding presentation packets.• Collaborated with partnerships to produce investor and funding promotional packets.Partnership obtained $200M in funding to compile a $1B+ life settlement portfolio.

Louisville, Kentucky Area

Holding company providing waste and recycling services. • Developed strategic plan and business model that led to formation of a hauling and sorting division.• Identified and secured equipment and facilities, while cultivating strategic partnerships that served as initial business for new division.• Validated operating metrics and implemented tracking to ensure profitability.New division increased corporate revenue by 50%+

Louisville, Kentucky Area

• Served 450 MDs, $864,000,000 claim dollars, 5,760,000 claims, 25 clients. Harvested and recovered unpaid health claims.• Managed strategic financial planning from concept to commercialization. Participated in the sales role and management of all deliverables.• Designed and built Access data base to manage individual claim records integrated to Excel to develop analytics, reporting and forecasting by client.• Designed and built operating model for review by investors.• Negotiated and created broker/network relationship with medical billing software/hardware vendor with 80+ representatives.

A leading provider of post payment claim recovery services to the Health/P&C insurance industry. Branch offices in four states with over 700 employees.• Coordinated business plan and budget development included in analysis and integration of two completed acquisitions ($28MM revenue)• Participated in the incubation and viability analysis of two successfully launched new service offerings.• Analyzed over 40 acquisition targets for financial contribution and strategic fit.

Louisville, Kentucky Area

Financial Manager, BSX – jewelry, silver, precious metal. Sr. Financial/Marketing Analyst , Chi Chi’s Restaurants (improved monthly reporting process). Financial Manager, Cardiovascular Consultants – 20 physician specialty/multi location practice (began restructure of operation; improved reimbursement ratio). Financial Sales/Consultant, CSG Tax Management. Financial Marketing, ORW III (developed investment solicitations).

Louisville, Kentucky Area

A Fortune 500 company providing financial services, primarily life insurance, via 3,500 agents supported by 1,250 staff positions with annual revenues of $750MM and an asset base of $4BB.DIRECTOR OF COMPENSATION SENIOR STAFF ACCOUNTANT• Worked with Sr. Management to plan, budget and analyze controllable expenses to leverage opportunities and identify areas for improvement over 400 cost centers.• Refined Deferred Acquisition Cost (DAC) model and produced GAAP, insurance statutory and management reporting. Worked with IT to coordinate data feeds into Excel usable formats to be run through MACROs to shorten DAC.• Developed and implemented skill based pay model for 300 employees, marketing pricing strategy for 75 officers, and a variable pay program for 1,200 non-officers. Using Excel and Paradox to develop analytics.Reduced fixed salary cost approximately 6%.Reduced DAC cycle time three days to one.

Louisville, Kentucky Area

Louisville, Kentucky Area