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Executive who has proven successful at implementing strategic and tactical business models including operations, profitability metrics, and tracking functions building referral bases and sales leads in entrepreneurial ventures. Experience has spanned multiple industries from waste management to investments, and organizational stages from start up to Fortune 500
The Cleaning Authority - Louisville
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Partner And CfoThe Cleaning Authority - LouisvilleLouisville, Ky, Us
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CfoVac2Go Apr 2017 - Feb 2020Louisville, Kentucky AreaVac2Go 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. -
Franchise ConsultantFrannet Sep 2015 - Apr 2017Louisville, Kentucky AreaI 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. -
Owner / PresidentJan-Pro Of Kentucky Mar 2007 - May 2015Louisville, Kentucky AreaKentucky 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%+.
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Chief Operating OfficerMegatrends, Llc 2005 - 2013Louisville, Kentucky AreaConsulting 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.
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Consultant - CfoUsameri International, Inc 2005 - 2006Louisville, Kentucky AreaHolding 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%+
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Network/Broker DevelopmentMedical Claim Relief 2003 - 2005Louisville, 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.
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Manager Of Analysis / Acquisition / BudgetingHealth Care Recoveries / Trover Solutions 1998 - 2003A 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.
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Independent Consultant, Financial OperationsSelf Employed 1995 - 1998Louisville, Kentucky AreaFinancial 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). -
Director Compensation - Agency GroupProvidian Financial 1988 - 1995Louisville, Kentucky AreaA 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. -
ControllerGolden Brands 1987 - 1988Louisville, Kentucky Area
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ControllerRubel Lenihan Corporation 1984 - 1987Louisville, Kentucky Area
Jay Morrison Skills
Jay Morrison Education Details
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Accounting
Frequently Asked Questions about Jay Morrison
What company does Jay Morrison work for?
Jay Morrison works for The Cleaning Authority - Louisville
What is Jay Morrison's role at the current company?
Jay Morrison's current role is Partner and CFO.
What is Jay Morrison's email address?
Jay Morrison's email address is jm****@****2go.com
What is Jay Morrison's direct phone number?
Jay Morrison's direct phone number is +150255*****
What schools did Jay Morrison attend?
Jay Morrison attended University Of Louisville.
What are some of Jay Morrison's interests?
Jay Morrison has interest in Children.
What skills is Jay Morrison known for?
Jay Morrison has skills like Strategic Planning, Management, Sales, Start Ups, Business Development, Customer Service, Marketing, Accounting, Forecasting, Marketing Strategy, Negotiation, New Business Development.
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Sales ⇨ Key Account Management ⇨ Certified Scrum Product Owner® ⇨ Strategy Leader ⇨ Ai Productivity ⇨ ToastmastersDenver Metropolitan Area -
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Jay Morrison
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