Peter Barlis Email & Phone Number

Lawrenceville, New Jersey

PSFM is a very busy and fast growing non-operative sports medicine and primary care medical practice dedicated to providing high quality and cost effective care. As the Chief Operating Officer, I provide operational and financial management to all aspects of the practice.• Transitioned from an external practice management group to in house management by directly hiring medical and support staff, establishing supplier contacts, and leveraging the Electronic Medical Records system for billing and collections. Implemented HIPAA compliance training program.• Completed transition to an Electronic Medical Records systems, implementing infrastructure changes, training staff and successfully attested to government incentives programs resulting in payments of over $100,000. • Recruited and hired a team of 17 staff, including nurses, front desk reception staff and administration staff.• Increased billing and collections by 30% over previous year, by targeting outstanding accounts, streamlining billing processes, and consolidating billing and collections with the Electronic Medical Records system.• Streamlined and improved processes, resulting in reduced staff and overhead costs and significantly decreased operating costs by 33% over a 6 month period.• Consolidated banking relationship, resulting in the establishment of an operating line of credit equal to 10% of previous year revenue, and negotiated equipment leases for medical and office equipment.

Greater New York City Area

A business consulting start-up company focused on assisting businesses to become more efficient and profitable by providing consulting and advisory assistance in the following areas:• Corporate structure and tax planning advice• Business growth and expansion planing• Business valuation and exit strategies• Business plan preparation• Turnaround and restructuring plans• Audit preparation support• Bank presentations, bank loans and establishing lines of credit• Financial management, profitability improvement and profit engineering• Annual budget preparation and business forecasting • Management reporting system implementation• Cash management and cash flow forecasting• Cost analysis and business controls

Greater New York City Area

Mitel is a global provider of business communications and collaboration software and services. Provided business partnership support to the Executive Vice President, North America and the company’s largest operating unit with annualized revenue of $700 million dollars. • Provided strategic financial support to sales and operations management to better manage and evaluate risks, maximize profitability and protect overall business reputation.• Extensive experience developing, implementing and monitoring sales compensation plans for over 600 employees including a direct retail sales team, a high touch sales force, a channel business partner environment and supporting operational staff.• Reviewed margin analysis of strategic opportunities and worked with management to improve deal structures.• Led the business planning processes (forecasts, quarterly business reviews and operating plans).• Drove the month end /quarter end close process to ensure timely, accurate and complete reporting of results.• Performed weekly revenue reviews, including bookings and pipeline forecasts for multiple lines of business.• Monitored, tracked and controlled spending to make sure expenses were in line with planned levels.• Continually drove process improvements through improved internal controls and standardization of best practices, including the conversion of the direct business from an Oracle ERP system to an SAP ERP platform.• Inherited a staff of 52 located across North America and successfully reorganized into one consolidated 12 person business finance group resulting in an operating unit cost reduction of over $2 million dollars.• Developed effective key metrics as part of a new consolidated management reporting package to help understand and analyze multiple lines of business.• Implemented a new process to effectively monitor deal discounts and streamlined the approval process to better respond to deal demands and to ensure profitability targets were achieved.

Cranbury New Jersey

Co-founder of a privately held company established to deliver the first privatized Emergency 9-1-1 Communications outsourcing contract in North America for the cites of Sandy Springs and Johns Creek, Georgia. Negotiated, structured, and financed a multi year outsourcing contract.

Cranbury New Jersey

As co-founder and tax partner of a small privately held real estate company, managed over 25,000 sq. ft. of property in New Jersey and Georgia providing turn-key facilities to related companies

Cranbury New Jersey

iXP is a consulting, systems integration and outsourcing company specializing in solving critical emergency response problems for public and private safety agenciesProvided financial leadership and was responsible for managing all corporate, financial and legal activities. This included treasury, cash management, internal controls, financial planning and budgeting, taxation, bid review and pricing, revenue recognition and project reviews, vendor and subcontractor contracting, risk management, human resources, and information technology. Hired, trained and managed a staff of 10.• Developed comprehensive pricing models and integrated financial solutions that resulted in successfully closing well over $150 million of new business over a ten year period.• Planned and implemented tax strategies resulting in a 67% increase to net income over a two year period and significantly increased enterprise start up value by a multiple of 65 times during a ten year period.• Negotiated a revolving bank operating line of credit equal to 25% of annual gross revenue, a contract performance bond equivalent to 50% of annualized revenue, and third party project financing amounting to over 4 times average annual revenue.• Successfully defended the company against two IRS and state tax audits resulting in the company not being assessed taxes totaling over 10% of annual gross revenue.• Reorganized corporate functions, which improved responsiveness while reducing annual overhead costs by over 40% during a four year period.• Completed due diligence and acquired a radio consulting firm that added needed domain experience to the company resulting in contract awards valued at over 2 times annual revenue. • Successfully completed a capital restructuring plan that added additional capital needed to fund operations. • Filed a claim with the City of New York Comptroller’s Office seeking additional change order fees for services and represented the company during the hearing process.

Lawrenceville, New Jersey

Lawrenceville, New Jersey

Lawrenceville, New Jersey

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

Masters Of Business Administration, Finance

Bachelor Of Arts Degree, Political Science & Commerce

Education record