David Welsh
Alexandria,VA
Summary
Professional finance leader with extensive experience in financial planning, budgeting, and analysis. Known for driving financial performance and fostering collaborative team environments. Reliable and adaptable, focused on delivering results through strategic financial management.
Overview
28
28
years of professional experience
Work History
Director of Finance and Operation
WMC Investment Group Corporation/Coegi Corporation
01.2009 - 01.2025
- Company Overview: A Freight Logistics Company
- Direct a multimillion USA freight fulfillment operation.
- Gather both internal and external quantitative data to use to interpret and form a disruptive strategy.
- Implement and analyze SWOT results strengths and deficiencies.
- Active search for opportunity that promotes constructive collaboration (synergy).
- Implement and confirm cost reduction programs that extend from the concept of Lean Six Sigma.
- Implement training programs that ensure effectiveness and efficiency among workers’ tasks.
- Push and support an Eco-friendly operation to reduce carbon footprint.
- Implement and mandate safe work methods for all internal stakeholders.
- Promote and diverse workforce that inspires growth.
- Monitor and ensure the Safety Department upholds Federal compliance under FMCSA
- Ensure no violation under FASB and GAAP guidelines arises.
- Expand route territory from one state to the entire Mid-Atlantic and Coast to Coast.
Assistance Grocery Manager # 86, Grocery Store # 83, Acting Grocery Manager/MOD and trainer
Harris Teeter
01.2022 - 01.2023
- Monitor store 3rd shift operations as Acting Grocery Manager.
- Oversee store operations per request, in the absence of senior staff or store manager as MOD. Motivate the team to restock and condition the store per corporate standards.
- Train and develop the team to meet company standards.
- Utilize the CAO system to maximize sales.
- Reduce out-of-stock items through CAO investigations.
- Audit stores quantitative data for waste and report losses.
- Receive and send deliveries as per program and procedures.
- Maintain safety protocols that ensure a safe work environment.
- Create labor schedules that correlate to forecast sales.
- Complete survey demand quantities for forecast sale items.
- Ensure the stockroom is presentable and safe, and check count discrepancy counts and controllable outs.
- Monitor Just-in-time inventory and correct abnormality within CAO’s system.
- Execute proper merchandise mandates from corporate.
- Endorse and execute Servant Leadership in efforts to increase performance.
- Reduce waste and increase overall grocery store sales through a joint effort with the team.
Assistant Grocery Manager/MOD
Harris Teeter
01.2019 - 01.2020
- Monitor store 3rd shift operations with Grocery Manager.
- Motivate the team to restock and condition the store per corporate standards.
- Ensure the stockroom is presentable and safe, and check count discrepancy counts plus controllable outs.
- Monitor Just-in-time inventory and correct abnormality within the quantitative forecast.
- Implement proper merchandise mandates from corporate.
- Endorse and execute Servant Leadership.
Asset Control Manager
BJ’s Wholesale Club
01.2018 - 01.2019
- Company Overview: Wholesale Store
- Monitor BJ’s inventory assets for its local store.
- Monitor both inbound and outbound club deliveries, whether local vendors or B2B.
- Staff the correspondent departments accordingly.
- Transactional Leadership as to correctives and team members’ development.
- Train and ensure all uphold safety guidelines.
- Ensure team members collaborate, as they fulfill BJ’s goals and objections.
- Monitor transactions for theft and or SAP errors.
- Execute corporate audits with the highest scores within the region.
Parcel Dispatch Supervisor-Management
UPS
01.2013 - 01.2018
- Company Overview: A Freight Forward Company
- Perform outbound freight logistics.
- Monitor routes and drivers' endpoint delivery effectiveness and efficiency for as many as a hundred and sixteen professionals.
- Observe deliveries for any deficiencies that increase cost and driver fatigue.
- Assign and balance the workload for designated routes so drivers can deliver packages effectively within an allotted time window.
- Monitor load quality for any improper package sequence that causes drivers to re-sort their package cars, thus loss of time.
- Audit tracking system and download software program before drivers arrive to work.
- Generate benchmark reports for the Regional Manager.
Senior Account Executive
Pensacola 1st Family Mortgage
01.2005 - 01.2009
- Company Overview: Mortgage Broker Business
- Accountable to lead up to 10 employees, with a pipeline of $ 1-2 million each month.
- Ensure all current and new loans are maintained under Federal and State guidelines.
- Monitor the loan officers to ensure that no conflict of interest or unethical behavior arises.
- Review the loans against the state, federal, and lenders’ guidelines, whether commercial or residential mortgages.
- Ninety-eight percent closing rate and zero audit findings at the state level.
Order handler and Auditor
Keystone Pharmaceutical
01.2001 - 01.2004
- Company Overview: Pharmaceutical Distributions and Sales
- Control and retrieve and process customer orders.
- Audit and track inventory movement.
Administration Assistance, Rental Agent, On-Call Maintenance, and Designated Property Manager
Century21
01.2002 - 01.2003
- Company Overview: Property Management, Real Estate Rentals
- Work with a team at the 3rd largest Property Management, Real Estate Rentals.
- Staff Administrative Assistant.
- Secure rentals via incoming calls.
- Audit reservations to ensure no issues, with payment and secure units.
- Monitor the effectiveness and efficiency of the check-in process.
- Part of a successful team to usher and maintain the largest rental and real-estate closing within the area.
Merchandise Manager, Customer Service Manager
BJ’s Wholesale Club
01.1997 - 01.2001
- Company Overview: Wholesale Store
- Maintain and improve overall service by leading up to 80 employees to serve and perform with excellence up to a million in sales weekly and a million prior days to Christmas.
- Audit and forecast workload stats to meet members’ demands.
- Provide feedback for counting discrepancies to the inventory department.
- Nonfood sales are up by 59% as a Merchant.
- Happier customers and co-workers as CSM
Education
Doctor of Business Administration - Management
Grand Canyon University
Phoenix, AZMaster of Science - Leadership
Grand Canyon University
Phoenix, AZMaster of Business Administration - undefined
Grand Canyon University
Phoenix, AZBachelor of Business Administration - undefined
Warren University
Thousand Oaks, CASkills
- Adaptability
- Audit coordination
- Ability to Work Under Pressure
- Communication
- Conflict Resolution
- Decision Making
- Financial reporting and analysis
- Financial policy development
- Leadership
- Organizational skills
- Profitability analysis
- Self-motivation
- Time Management
Hobbies and Interests
Building program, Building Framing, CDL, Electrical, Physical fitness, Painting, Roofing, Sheetrock hanging, Electrical
Languages
Spanish
Timeline
Assistance Grocery Manager # 86, Grocery Store # 83, Acting Grocery Manager/MOD and trainer
Harris Teeter
01.2022 - 01.2023
Assistant Grocery Manager/MOD
Harris Teeter
01.2019 - 01.2020
Asset Control Manager
BJ’s Wholesale Club
01.2018 - 01.2019
Parcel Dispatch Supervisor-Management
UPS
01.2013 - 01.2018
Director of Finance and Operation
WMC Investment Group Corporation/Coegi Corporation
01.2009 - 01.2025
Senior Account Executive
Pensacola 1st Family Mortgage
01.2005 - 01.2009
Administration Assistance, Rental Agent, On-Call Maintenance, and Designated Property Manager
Century21
01.2002 - 01.2003
Order handler and Auditor
Keystone Pharmaceutical
01.2001 - 01.2004
Merchandise Manager, Customer Service Manager
BJ’s Wholesale Club
01.1997 - 01.2001
Master of Science - Leadership
Grand Canyon University
Master of Business Administration - undefined
Grand Canyon University
Bachelor of Business Administration - undefined
Warren University
Doctor of Business Administration - Management
Grand Canyon University