John Underwood Email & Phone Number

Lake Elmo, Minnesota, United States

On October 15, 2024, Landmark Wealth Management Group joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Greater Minneapolis-St. Paul Area

Providing business planning, business analysis/diagnostics/modeling, bookkeeping and fractional CFO services to small-mid market companies. Developed strategies to improve P&L performance, Cash Flow, Inventory, Payables and Receivables. Accountable for the development of franchisee recruiting strategies, territory development and franchisee leadership of the ProfitPlus start-up franchise. • Developed planning & consulting model to be affordable, flexible and holistic for small and mid- market businesses.• Developed operating model for franchise owners, increasing sales pipeline and sales conversion, by 42% and 12%.• Created business planning software subscription program to increase market penetration; increased subscriber base by 30%.

Greater Minneapolis-St. Paul Area

Global (multi-site) customer service operations; Workforce planning & analytics; Omni-Channel service strategy development and implementation. • Developed/implemented series of programs reducing phone demand by 35%.• Leveraged speech analytics capabilities reducing dissatisfied callers and repeat calls by 50%. • Recognized for improving/maintaining high level of employee engagement, 69% to 87%. • Implemented Lean service model.• Improved phone answer time (60 sec), reducing transfers (35%) and hold time (20%).

Greater Minneapolis-St. Paul Area

Developed and executed strategic corporate initiatives; Mergers & Acquisitions; End to End process re-engineering; Strategic vendor management. • Acquisition of large asset management company and realization of $100MM in cost synergies.• BPO vendor consolidation resulting in streamlined service model with cost reductions of $5MM.• Procurement help desk re-engineering, improving response times by 50%.

Greater Minneapolis-St. Paul Area

Accountable for delivering operational efficiencies and improvements in quality, while driving a culture of continuous improvement across the organization. Created a high performing organization comprised of Six Sigma Black Belts, Quality Analysts, Vendor Managers and Management Information professionals. • Developed/implemented strategy improving usability while increasing usage of online tools, driving advisor usage from 25% to 79% (9 month period).• Assumed leadership of failing Six Sigma program; within 5 months delivered visible results for shareholders/clients, reflecting sustainable annualized cost reductions of $3.5 million and error reductions averaging 25%.• Lead organizational initiative moving voice and back-office processes offshore realizing an annual operating cost reduction of $28 million.• Implemented vendor management strategy including onsite oversight, leadership engagement and structured business reviews, realizing lower vendor attrition rates, improved performance and optimal cost structure.

Greater Minneapolis-St. Paul Area

Directed remittance processing, ACH and Wire transaction processing, check disbursement, image capture and image delivery. • Recognized for improving image capture and delivery quality results by 50%, throughput by 70%, while reducing costs by 32%. • Reduced Payment Operations errors by 36%, while increasing customer satisfaction significantly.• Implemented financial controls (reporting, unit cost measurement and analysis) across service organization contributing to unit cost improvements of 20% to 60%.• Developed/implemented key performance indicators and reporting for service organization, contributing to a 50% improvement in cycle times for over 20 multi-day processes.

Mba, Finance

Ba, Business Administration And Finance