Phil Trainor, Phr Email & Phone Number

Matthews, Nc, Us

Jacob’s Ladder of Charlotte’s mission is to help unemployed and underemployed people find and keep living wage jobs.* Teach job readiness skills to difficult to hire candidates* Conduct Customer Service/Business Ethics Seminar

Coordinate all initiatives involving functional department heads. Act as liaison between Managing Director and various leads (Technology, Marketing, Human Resources, Training, and Finance). Formulate comprehensive business cadence timeline for the Division and oversee business readiness. Provide prioritization and clarity of communication from WHQ. Own the successful completion of all operational projects as well as overall business readiness. * Oversee real estate transaction activities including facility management and leasehold improvement activities – Primarily using both Reflex and Bricsnet systems* Oversee New Real Estate and Alternative Channel business cadence

Managed HR-related activities for two East Coast Divisions comprised of 8 states and all reporting districts with 80 managers and 12,000 seasonal associates. Provided HR support for inbound call centers in NJ, VA and NC designed to provide client service functions and support all internal and external customers. Facilitated resolution of associate issues via objective investigations – promoted Company Code of Business Ethics and conduct policy as well as leadership and management philosophies* Facilitated ‘Talent Management’ by creating action plans to build bench strength, developing talent profiles for all high-potential associates, and assisting field leadership in creating and implementing development plans for field associates * Led the formal leadership development ‘People Strategy,’ developing skills and reinforcing behaviors which align with performance metrics, business objectives, and leadership competencies* Instrumental in delivering ‘Performance Excellence’ initiatives with client group, placing focus on decision-making, risk taking, clarity of ownership, collaboration, and associate development to align District Manager business plan objectives to key strategic/operational plans* Facilitated process of recruiting and selecting qualified candidates and assisted field leaders in building tax professional recruiting strategies at the local level * Developed and coached leadership to anticipate and effectively manage employee relations issues

Responsible for overall operations of 15 tax offices and over 250 associates. Developed and coached associates with career progression development; evaluated and developed course offerings to meet district and associate development and staffing needs. Assisted with interviewing, selection, coordination, set-up, and training of various continuing and new education programs Reviewed operational reports to properly manage labor and productivity* Received FBI clearance as an ERO (electronic return originator) for 15 offices with over 25,000 returns* Prepared annual budget and conducted financial analyses to ensure meeting fiscal targets * Developed pre-season and tax season budgets, managed a P&L of over $3 million in gross revenue and a net profit of over $1.3 million * Completed monthly variance reports in compliance with Sarbanes-Oxley and prepared SWOT analysis

Coordinated sales/service activities for approximately 3,500 retail locations and managed $106 million sales budget in 14-state territory. Supervised 30 full-time managers and 1,000 part-time merchandisers Oversaw operations in 200 Wal Marts, 400 Targets and 150 Meijers * Exceeded sales/service goals for four consecutive years to exemplary levels * Responsible for all HR related activities for workforce and reduced management turnover by 85%

Hired and trained all part-time employees and territory managers. Oversaw incorporation of 3 competitor takeovers for Midwest Territories Managed 2 separate merchandising groups simultaneously for over 2 years Was key manager in radical industry turnaround from 1996-98. * Grew territory from $4.6 million to $36 million in sales within 5 years* Reduced merchandiser turnover by approximately 45% in first 2 years

Operated 12 retail locations for insurance replacement automobile rental company with complete P&L responsibility. Used as a clean-up manager to revive troubled markets. * Opened new offices including site selection and lease negotiations