Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dan Huffman

Burke,VA

Summary

Results-driven leader drives performance improvements and leads strategic initiatives. Skilled manager of cross-departmental activities with adaptive communication of organizational objectives. Develops and executes innovative strategies for stimulating growth and service quality.

Overview

11
11
years of professional experience

Work History

Fractional COO

Capstone Private Wealth, LLC.
2023.12 - Current
  • Managed budgets and financial forecasting to ensure fiscal responsibility. Created first budget in company history and worked with leadership to position the company to proactively manage finances rather than reactively.
  • Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively. Implemented monthly forecast, operations, and financial meetings.
  • Developed high-performing teams through effective hiring, training, and performance management strategies. Introduced formal review process, implemented new HRIS system, and created new onboarding process.
  • Negotiated key partnerships with vendors, suppliers, and other stakeholders for improved collaboration and resource allocation. Renegotiated key vendor contract to obtain 50% YOY savings for five years.
  • Boosted operational efficiency by streamlining processes and implementing cost-saving measures.
  • Mentored employees at all levels within the organization to support their professional development goals. Met with each member of the team and created short, mid, and long term goals for company growth as well as individual growth.
  • Drove process improvements across multiple business units. Met with individual business unit managers regularly to identify choke-points and redundancies.
  • Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.

Business Manager

INTEC Group, LLC
2022.04 - 2023.10
  • Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
  • Increased overall team productivity by fostering a positive work environment and providing effective leadership.
  • Onboarded new benefits administrator and HRIS/Payroll partner to streamline the people management aspects of the business.
  • Oversaw financial operations, maintaining accurate records and ensuring compliance with industry regulations. Developed and implemented first budget in company history, created forecast model, and centralized business expense process.
  • Successfully managed organizational change initiatives, minimizing disruptions to daily operations. Developed new organizational model to align business processes under operational leaders to streamline and remove redundancies.
  • Developed new hiring process and new employee training plan to ensure new hires were carefully and intentionally onboarded. Implemented 30/60/90 Day review process to manage new hire training realities vs expectations, allowing new hire training to flex based on the employee.
  • Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
  • Anticipated financial impact from operational issues and worked with leadership to develop solutions. Proactively managed inflationary pressure on credit markets and reallocated staff according to business need and long term fiscal health.
  • Led company-wide digital transformation efforts, resulting in increased efficiency across all departments. Onboarded new HRIS/Payroll/Benefits platform and implemented Asana for all team members.


Regional Account Manager

Limbs & Things, Inc
2019.09 - 2022.03
  • Established strong client relationships through regular communication, attentive service, and prompt issue resolution.
  • Achieved regional sales targets by developing strategic plans and executing effective account management practices.
  • Conducted comprehensive market analysis to identify trends, competitor activities, and potential areas of improvement.
  • Delivered engaging presentations showcasing product offerings tailored to individual client needs, ultimately driving sales growth.

North American Sales Manager

Limbs & Things, Inc
2015.09 - 2016.12
  • Managed distributor relationships effectively to optimize product availability across the territory and expand reach to untapped markets.
  • Coached and mentored sales team members, leading to improved individual performances and a stronger overall team dynamic.
  • Analyzed market trends and customer feedback to inform product development efforts, ensuring offerings met evolving customer needs.
  • Implemented effective training programs for new hires, expediting their integration into the team and increasing productivity levels.

Regional Account Manager

Limbs & Things, Inc
2014.03 - 2016.03
  • Established strong client relationships through regular communication, attentive service, and prompt issue resolution.
  • Achieved regional sales targets by developing strategic plans and executing effective account management practices.
  • Regularly exceeded sales quotas through persistent follow-ups with prospects, detailed product knowledge demonstrations, and persuasive negotiations.
  • Conducted comprehensive market analysis to identify trends, competitor activities, and potential areas of improvement.
  • Delivered engaging presentations showcasing product offerings tailored to individual client needs, ultimately driving sales growth.
  • Increased revenue by identifying growth opportunities within existing accounts and cross-selling additional products or services.
  • Provided exceptional customer service, leading to increased client retention rates and long-term partnerships.

Service Delivery Specialist

Adp- Automated Data Processing
2013.01 - 2014.03
  • Enhanced customer satisfaction with timely resolution of issues and proactive communication.
  • Implemented quality control measures to identify areas for improvement in service delivery processes.
  • Successfully resolved escalated customer issues, ensuring their satisfaction while adhering to company guidelines.
  • Oversaw the development of customized solutions for clients, working closely with technical teams to address unique requirements.
  • Optimized resource allocation across projects by analyzing workloads and forecasting future needs based on historical data.
  • Managed multiple projects simultaneously, prioritizing tasks for optimal resource utilization and timely completion.
  • Facilitated smooth transitions during periods of change by maintaining open lines of communication with stakeholders and providing clear guidance on expectations.
  • Trained new team members on company policies and procedures, resulting in improved performance and reduced errors.
  • Conducted regular reviews of service performance metrics, identifying trends and recommending improvements to enhance efficiency.
  • Served as a key point of contact for clients, fostering strong relationships and improving client retention rates.

Education

No Degree - Sales Management Certificate Program

Rutgers, The State University of New Jersey
New Brunswick, NJ
2016

Bachelor of Arts - History

Norwich University
Northfield, VT
05.2004

Skills

  • Operations Management
  • Cross-functional Team Coordination
  • Data-driven decision-making
  • Organizational Development
  • Information Technology Management
  • Human Resources Management
  • Process Improvement
  • Business Development
  • Operations Oversight
  • Strategic Planning
  • Executive Leadership
  • Cost savings and reduction
  • Personnel development
  • Financial Management
  • Benefits Administration
  • Business process reengineering

Timeline

Fractional COO

Capstone Private Wealth, LLC.
2023.12 - Current

Business Manager

INTEC Group, LLC
2022.04 - 2023.10

Regional Account Manager

Limbs & Things, Inc
2019.09 - 2022.03

North American Sales Manager

Limbs & Things, Inc
2015.09 - 2016.12

Regional Account Manager

Limbs & Things, Inc
2014.03 - 2016.03

Service Delivery Specialist

Adp- Automated Data Processing
2013.01 - 2014.03

No Degree - Sales Management Certificate Program

Rutgers, The State University of New Jersey

Bachelor of Arts - History

Norwich University
Dan Huffman