Joe Colbert Email & Phone Number

Plano, Tx, Us

Dallas, Texas, United States

Routinely liaise with Division & Departmental VPs and C-Suite on P&L management, strategic business planning, business development & strategic capture efforts, monthly forecasting and resource planning, various ad hoc analyses and requests to optimize and drive efficiencies into regular ongoing business practices, policies, and procedures using lean six sigma, design thinking, and change management principles.Responsible for operations & financial oversight of 38+ commercial (~$80M/annual) energy efficiency programs across 17 U.S. states and 7 Canadian provinces that consistently meet or exceed goals, on-time and within budget, throughout the Central Region of the United States and Canada.Helped to oversee growth of the Central Region from a handful of Midwest states, expanding to include the West Coast and Canada. Worked with leadership in each subregion to fully integrate & train existing personnel, drive operational improvements, and integrate business processes into the Central Region standards and operational best practices.Use of Design Thinking, in-person and remote facilitation skills to foster information sharing, ideation sessions, driving innovation & continuous improvement, and bringing high-value collaboration to team meetings.Improved and streamlined regional onboarding of all new employees with standard templates, forms, key dates, and other resources.Lead a diverse team of VPs, Regional Directors, and Division Leaders to remap regional business development processes and strategic pricing approachPublished two forecasting best practice guidesRegularly design, develop, and deliver training for multiple levels of staff (entry level through Directors) on key business concepts such Business Finance, Project Financial Management, Cash Management, Resource Optimization, Process Improvement, Operational Excellence, Strategic Pricing, and various other Project Management, Lean Six Sigma, and Change Management principles.

Dallas, Texas, United States

Report directly to U.S. Central Region VP of ICF’s Commercial Energy business and lead a team of Financial & Operations Analysts. Routinely interact with Division & Departmental VPs and C-Suite on annual revenue and resource planning, business development & strategic pricing, monthly forecasting, and various ad hoc analyses and requests for opinions and insights into regular ongoing business practices, policies, and procedures.

Fairfax, Virginia, United States

Perform various financial functions such as monthly revenue, expense, and invoice auditing, prepare monthly financial cost reconciliations, projection of revenues and expenses for program management & technical staff, government and commercial clients; monitoring internal financial accounting processes and performing contract specific assignments on behalf of Project Managers and engagement executives, processing financial transactions, tracking time and expenses for various contract vehicles (Indefinite Delivery Indefinite Quantity, Time &Materials, Cost Plus Fixed Fee and Firm Fixed Price).

Fairfax, Virginia, United States

Assist in processing and maintaining payroll data and auditing employee timekeeping. Reconcile Payroll Tax Accounts by entity and state. Process tax payments and reports to various state agencies. Assist employees with day to day payroll and timekeeping issues.

Fairfax, Virginia, United States

From July ’02 to March ’03 I began training & licensure classes along with desk reviews and research, from March ’03 to May ’04 I worked evenings and weekends outside of my full-time occupation developing appraisals, marketing our services, and generating new leads. May ’04 Founded the Northern Virginia branch of Appraisal Associates. Brought key new ideas, marketing techniques, accounting practices, and outstanding customer service to the Association. Continued developmental studies of the Real Estate Market practices. Developed and updated macro and micro market trend analysis, statistical modeling, and market performance forecasts and models relating to sales, rental properties, and other income producing properties for a variety of external clients and senior leaders in the Association.

Tysons Corner, Virginia, United States

Maintained and audited payroll accounts for approximately 4,000 employees working at 36 Senior Living Communities and prepared and audited bi-weekly time sheets via Kronos Time Keeper for approximately 30,000 employees at 340 communities. Assisted in establishing reports to track and correct bi-weekly adjustment and time entry errors in bi-weekly payroll. Assisted in the development of a bi-weekly spreadsheet and upload process for payroll adjustments condensing 5-6 days time worth of data entry into 30 minutes. Provided training on Kronos applications, the bi-weekly spreadsheet, and other miscellaneous payroll processes to both co-workers and community contacts.

Accounting And Finance; Psychology

Activities and Societies: Alpha Iota Zeta/Phi Theta Kappa

Education record