Lee Edenfield Email & Phone Number

Florence, South Carolina, Us

Florence, South Carolina, Us

Folsom, California, Us

I represent CTI, LLC in a strategy consultant capacity for our current clients and prospects across the U.S.. Specialties included state and federal credits focusing on R&D, hiring, training, investment, large job expansions, location expansions, and training credits. Also responsible for building alliances with Payroll Organizations, Real Estate Firms, and strategic CPA firms to expand the portfolio of offerings across the US.Our focused services include the following primary areas: - Business Tax Credits and Incentives - WOTC - Sales and Use Tax - Unemployment Insurance Cost Containment - R&D: Research and development credits - Cost segregation - Green building incentives - Equipment exemption - CA Go Biz incentiveCTI offers the highest level of expertise by employing professionals with experience from Big 4 Accounting firms, state taxing agencies and government economic departments.

Roseland, New Jersey, Us

I represent Added Value Services in a strategy consultant capacity for our current clients and prospects in the West. Partners with Tax, Finance, HR, and Payroll executives and end users to drive a consultative process regarding the outsourcing of numerous compliance gaps within their organizations. Focus on Tax Credits and Incentives across the US that help offset costs and tax liabilties. Relationship and alliance management with a multi-tiered client base in the government/public/private industry

Roseland, New Jersey, Us

Consult with Tax, Finance, and HR executives at Fortune 1000 companies to identify state specific incentives and opportunities.Develop new revenue opportunities and products for business incentives across the U.S. for ADP Develop monthly and annual revenue forecasts and monitor progress against goals.Design and coordinate process improvement, quality, and product development initiatives.Actively partner with Sales on calls with prospective clients.Relationship management with a multi-tiered client base in the government/public/private industry

Roseland, New Jersey, Us

Consult with Tax, Finance, and HR executives at Fortune 1000 companies to identify state specific incentives and opportunities.Develop new revenue opportunities and products for business incentives across the U.S. for ADP Develop monthly and annual revenue forecasts and monitor progress against goals.Design and coordinate process improvement, quality, and product development initiatives.Actively partner with Sales on calls with prospective clients.Relationship management with a multi-tiered client base in the government/public/private industry

Roseland, New Jersey, Us

CUSTOMER SERVICE: Participate in daily client phone calls, webinars, presentations, meetings, and e-mail exchanges with C-Level Executives. Provide guidance for future decisions on business objectives and perform risk mitigation. Communicate and build report with all levels of management. Visit clients on site. Investigate data integrity and analyze metrics. Recommend contract modifications to avoid service problems and increase revenue.EXPERT ANALYSIS & CONTRACT ADMINISTRATION: Renegotiate contracts with seven-figure, multi-year clients to maintain profitability. Negotiate for shorter-term contracts to save money. Quantify and qualify services. Analyze data to locate proper available job credits and investment tax credits. Manage time and yield budget requirements for multiple concurrent projects.PROJECT MANAGEMENT & TRAINING: Design and execute presentations for C-level management, middle management, and company associates using a variety of training methods, including traditional classroom, on the job (OTJ), and webinars. Create customized processes, procedures, and materials for training. Enthusiastic, profitability-conscious leader known for directing high-producing teams, seeking challenges, and overcoming obstaclesOTHER SIGNIFICANT ACCOMPLISHMENTS:- Top Producing Project Manager (2009, 2010, 2011)- Increased client revenue by uncovering more than $25MM in available, unused tax credits- Increased revenue by $4.2MM or 32% in since joining the firm in August 2008

Atlanta, Ga, Us

Responsible for formulation and execution of strategic driven projects designed to enhance revenue, reduce cost, mitigate credit risk, and drive superior customer service. • Formulated and implemented an SLA tracking system for Loan Operations issues that reduces research time, improves both internal and external customer satisfaction, and creates efficiencies for Loan Operations • Responsible for designing and developing a new Loan Operations work flow by leveraging technology, which will increase efficiency, drive revenue, and introduce a paperless environment.• Developed a Portfolio Metrics Reporting System, which analyzes the company’s credit risk and stratification in all lines of bank services.• Delivery of monthly presentations to Executive Management, Board of Directors, and the OCC regulatory governing bodies, which detail the company’s portfolio, area of concentrations, and credit risk.

AVP – Change Management and Quality, 2002 – 2006Responsible for formulation and execution of strategic driven projects designed to enhance revenue, reduce cost, and drive superior customer service.• Implemented a POS secure E-mail delivery system which eliminated company exposure and saved an annual $612K• Revised the CRM to create efficiencies which resulted in $54M in annualized sales volume• Discovered and corrected a POS Sales system error which saved the company $427K in erroneous billing • Partnered with CAP Gemini and IT Company Group on proprietary software/business process engagement designed to maximize efficiencies and reduce cost

Senior training professional responsible for design and delivery of customized sales and advanced technology training programs.• Formulated and executed skill development interventions to Executive management, middle management, and entire company sales function in all instructional design vehicles: e.g.; traditional classroom, OTJ, and webinars• Developed materials and delivered training to HomeBanc’s sales force of 400 associates on new POS technology platform • Created and delivered training for new loan products and loan product enhancements