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THOMAS KELLY

Tom.kelly1@comcast.net | Phone: (630) 800-0848|Naperville, IL 60564

EXECUTIVE LEADER S ALES M ARKETING F INANCIAL M ANAGEMENT


Professional Summary

Accomplished Business Executive with 15+ years of progressive success in sales and marketing leadership, corporate finance, and strategic business planning. Proven record of elevating company revenue, mitigating cots, and introducing cutting-edge business solutions that deliver lasting P&L impacts. Extensive experience in Fortune 500 environments with leading expertise in profit maximization, cost control, and financial analysis. Possesses keen business acumen, pace-setting team leadership aptitude, and the ability to critically evaluate and respond to rapidly evolving business atmospheres. Six Sigma Black Belt. Areas of Expertise: Strategic Business Planning Sales & Marketing Leadership P&L Management Financial Analysis Business Operations Process Improvement Contract Management Financial Management Profit Growth Cost Control Budgeting Regulatory Compliance - Relationship Management Needs Assessment

P ROFESSION AL E XPERIENCE LOAVES & FISHES Naperville, IL


Non-profit organization serving the community by providing by food to needy families.

2010 to Present

Consultant - Logistics Management


Tapped to drive effective and streamlined operations of logistics activities by leveraging Six Sigma Black Belt and warehouse operations experience. Analyze current logistics, inventory management, and daily operations processes and identify key improvements and new procedures to reduce costs and foster operational excellence. Oversee optimized operation of inventory procedures from food shipping, storage, quality assurance, and regulatory compliance. Develop and train volunteer staff to complete required assignments in line with established inventory process. Attained annual savings of $535K per year by developing new Inventory Management Process that facilitates real-time knowledge of available and required inventory as well as inventory conditions. Increased inventory turnover to 92% in less than 60 days, a significant rise from prior 83% level. Reduced waste and spoilage by 38% through new inventory controls. Generated 100% improvement in data input time for operations management by transitioning to from paper to virtual database system. Gained 11% increase in amount of food moved per week within single year with no significant increase in workforce.

MORGAN STANLEY SMITH BARNEY Naperville, IL


Financial services firm offering financial advising and planning to clients.

2009 to 2010

Financial Advisor / Wealth Manager


Licensed financial advisor accountable for building and working with client base to ensure customer satisfaction as well as attainment of personal performance goals. Reviewed client financial matters and developed long-term strategic plan to meet all financial goals, leveraging cutting edge knowledge of financial markets, offered products, and best routes for clients. Recommended financial products and services to clients relevant to their financial objectives. Work closely with client throughout entire financial planning process. Communicated additional individuals such as students and event attendees to identify potential leads for financial services. Secured $6.5M in new client assets under management within first six months of production. Fostered top-tier client relationships built on trust and dedicated pursuit of clients financial objectives.

XEROX GLOBAL SERVICES


Fortune 500 multinational document management corporation.

1986 to 2008

Project Manager, Business Process Outsourcing (2007 to 2008) Bangalore, India


Selected by VP of Global Outsourcing to play key role in Six Sigma team for outsourcing operation with Accenture focused on centralizing Xeroxs sales support process. Led team to drive greater efficiency and effectiveness of sales process and assess existing cycle time and customer satisfaction rates using Six Sigma methodology. Held full project oversight and Continued

THOMAS KELLY | Tom.kelly1@comcast.net | Phone: (630) 800-0848|Page 2


Project Manager, Business Process Outsourcing continued drove efficient activities spanning collaboration with key stakeholders, status meetings, issue resolution and performance monitoring, and establishment of project benchmarks. Developed best practices. Maintained accountability for determining value of $20M outsourcing initiative. Served as point-person with all stakeholders Conducted detailed work-flow analysis of six major processes to determine initiative ROI. Ultimately recommended cessation of outsourcing initiative due to increased (38% up) cycle time. And lowered customer satisfaction (43% down). Attained Six Sigma Black Belt Certification and successfully completed project. Oversaw solutions development from third party partners and oversaw translation of VOC business needs into system requirements and maintained alignment with business vision.

Regional Finance Manager (1997 to 2007) Chicago IL


Directed business operations spanning P&L, marketing, product development, compliance (FASB compliance and testing as well as SEC regulation, audit, and compliance), operations, and logistics acting as subject-matter expert for field sales support. Directed commercial finance encompassing equipment leasing portfolio exceeding $483M, financial risk management, Served as regional authority for all business issues and delivered key direction as necessary. Collaborated with top 200 global clients regarding all Xerox products and consulting services including process improvement and outsourcing. Maintained focus on SLA compliance. Increased profits by 14%, reduced debt by $2.6B, and restored overall profitability in one year as member of executive consulting team that formed the outsourcing corporation, Xerox Capital Services LLC. Saved $180M annually by outsourcing financial operations. Attained 19% increase in financing in first three years of operation. Presented with Presidents Club every year for consistently exceeding plan targets. Monitored competitive terms and ensured customer satisfaction with delivered services.

Product Marketing Manager (1994 to 1997) Chicago IL


Managed sales and marketing team for central regions digital product line. Established sales, revenue, and profit margin targets. Consulted with district leaders to consistently maximize growth. Supervised new product launches and sales incentive program and developed annual budget. Partnered with key stakeholders to consider alliances and licensing opportunities, and collaborated with sales, marketing, and operations to ensure revenue and customer satisfaction goals were achieved. Developed sales professionals, tracked user feedback, and conducted market research. Delivered presentations, developed new sales tools, and introduced beta pilots and strategy efficiencies. Promoted to Marketing Manager of digital office product line with average revenue of $489M annually. Supervised team of 32 Product Marketing Executives in 16 states. Product line growth increased by 24% annually during three year period. Led U.S. Sales Operation in profit margin at 58% and in revenue growth all three years. Achieved Presidents Club award each year for being in top 5% of revenue producers across product lines. Regional expert with respect to competition and their entire line or products and services.

EARLY CAREER WITH XEROX CORPORATION


Product Marketing Executive (1991 to 1994) Senior Account Executive (1989 to 1991) Account Executive, Public Sector (1987 to 1988) Marketing Representative (1986 to 1987)

E DUCAT ION & C ERT IFICAT IONS


Bachelor of Arts in Business Administration Michigan State University East Lansing, MI FINRA Securities Licenses: Series 7, 63 and 65 Certifications: Illinois Life, Health and Annuities XEROX University Sales Training Lean Six Sigma Black Belt

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