Travis F. Email & Phone Number

Minneapolis, Minnesota, United States

Minnetonka, Minnesota, United States

A trusted member of the leadership team. Contributing to the business strategies of the company by supporting, challenging, and influencing leaders to make informed decisions which create value for the business. Responsible for ensuring the integrity of the financial data and reporting.* Restructured, developed, and empowered an 11-person corporate financial team for a $165M, 600+ employee, 34 site franchisee organization.* Successfully oversaw and led the implementation of Salesforce as a Member of ERP Steering Committee and Core Team.*Participated in the design, restructure, and utilization of the EOS business model throughout the oganization.

Minnetonka, Minnesota, United States

* Redesigned product and service pricing to improve margins and rates of return - $1M+ YoY improvement.* Discovered a misalignment between Sales team incentives and Company objectives. Collaborated with Leadership and Sales to redesign and implement an updated commission and incentive policy. Resulted in back-to-back years of the largest recurring and total revenue increases of the past 10+ years – 9% and 6% YoY.* Overhauled the organizational business planning process to improve efficiency, accuracy, and accountability. This led to the organization beating EBITDA budget in 2023 by 5% - $1.25M.* Oversight of the selection of an ERP consultant and ERP steering committee member to select, choose, and implement an integrated enterprise resource platform for the organization.

Minneapolis, Minnesota, United States

Provide operational leadership and support to the portfolio accounting operations of the Investment Firm during the pandemic in a 100% remote fashion.* Developed and implemented the operation team’s commitment toward the mission and purpose of the firm.* Reviewed and modified operational processes and systems to create efficiencies and streamline workflows.* Performed daily/monthly/quarterly portfolio accounting reconciliations and reporting for the firm and clients.* Collaborated within the design phase of a revolutionary new industry enterprise system with Ridgeline.

Minneapolis, Minnesota

Arrived in the midst of a financial system conversion with the directive to help the accounting staff adapt to process and system changes. Developed and transitioned the team into a dynamic, cross-functional unit while providing the tempo and enthusiasm necessary to deliver the firm’s strategic vision of world class client service.* Collaborated, guided, and consulted with Managers, Attorneys, Senior Leadership, and Partners.* Provided timely deliverables, oversight, and communication of financial reporting.* Developed policies, procedures, workflows, and systems associated with the accounting department.* Strategized, planned, tested, and implemented the conversion to and subsequent upgrade of the firm's ERP system in conjunction with the Firm's implementation team.* Responsible for administration and configuration of the Financial System to meet the Firm’s evolving needs.* Empowered, developed, and lead 14 direct reports focused on providing best-in-class service to a $180M+, 500+ employee, multi-site Law Firm.* Directed the implementation and roll-out of Chrome River Invoice firm-wide to streamline the workflow of the approval, submission, and payment of vendor invoices.

Roberts, Wi

Developed consistency and accountability to the financial operations of both Jerry's Towing and Jerry's Truck and Trailer Repair. Instrumental in building financial infrastructure and standardizing accounting procedures while growing the company's sales and bottom line.* Strengthened existing banking relationships to enable the company to lower interest rates by an average of 1.5% and developed new relationships to achieve new financing an additional 1% lower.* Created and analyzed $5M yearly budgets and divisional benchmarks to review with operation managers.* Guided the company through a Wisconsin sales tax audit and successfully researched and appealed several findings which resulted in approximately $65K of savings while implementing new procedures ensure proper regulation and accountability.* Transitioned the company into a more stable and successful organization by evaluating spend, improving and changing accounting processes, and improving the marketing presence of the company.* Successfully integrated three business acquisitions of $150 - $250K in yearly revenues each into the company.

St. Paul, Mn

Developed quickly from a staff accountant to a senior accountant responsible for effectively providing the engagement and consulting services best suited for the clients of the public accounting firm. Maximized the efficiency and profitability of engagements for the firm.* Performed financial statement compilations, reviews, and audits.* Federal and multi-state business tax planning and tax returns.

Bachelor, Accounting

Activities and Societies: Accounting SocietyMinor degree in Coaching.

Education record