Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Jason Tooley

Bensenville,IL

Summary

Accomplished leader with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Chief Operating Officer

GunnSmith LLC
03.2022 - 08.2023
  • Responsibilities included analysis and implementation of comprehensive financial solutions and reporting to service-oriented clients
  • Implementing operational and accounting controls in various segments of the operations
  • Complete an operational due diligence as required of targeted companies for the redeployment of assets
  • Implemented metrics-based performance evaluation using KPIs (key performance indicators); identified “KPI's” (key risk indicators), defined and mitigated risks
  • Refined organizational structure to consolidate, streamline, and delineate necessary functions.
  • Negotiated contracts and agreements to secure favorable terms and maximize profits.
  • Monitored and analyzed industry trends to identify opportunities for organizational growth.
  • Managed crisis response to minimize potential negative impacts on company.
  • Developed quarterly business plans to evaluate cost projections.
  • Identified and mitigated operational risks to minimize potential negative impacts on organization.
  • Managed procurement activities to secure resource acquisitions at best possible cost.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Managed financial, operational and human resources to optimize business performance.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Cultivated company-wide culture of innovation and collaboration.
  • Initiated strategy to drive company growth and increase market share and profitability.
  • Represented organization at industry conferences and events.
  • Analyzed industry trends and tracked competitor activities to inform decision making.
  • Oversaw business-wide changes to modernize procedures and organization.
  • Communicated business performance, forecasts and strategies to investors and shareholders.
  • Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
  • Devised and presented business plans and forecasts to board of directors.
  • Oversaw divisional marketing, advertising and new product development.
  • Created succession plans to provide continuity of operations during leadership transitions.
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Monitored key business risks and established risk management procedures.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Formulated and executed strategic initiatives to improve product offerings.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Founded performance- and merit-based evaluation system to assess staff performance.
  • Re-engineer processes to be more competitive within a lean and agile environment
  • Creating a roadmap to monetize large scale business projects on singular revenue recognition platform
  • Handling process and procedures as well as personnel training in Real Estate Acquisitions, Dispositions & Transaction Coordination.

Executive Director of Assets/Private Equity Funds Manager

Oakton Capital Partners, LP
11.2012 - 03.2022
  • Spearheaded full-cycle brand expansion initiatives across complex Midwest & Northwest business environment, including sales, marketing, advertising campaign and P&L commitments
  • Realigned procedures and daily protocols with changing business demands
  • Supported partners and distributors across diverse geographic sales regions
  • Managed business expansion, revenue development and market gains
  • Audited location sales performance and data trends to improve underperforming areas
  • Developed and managed regional sales program and market operations
  • Maximized branch revenue by optimizing daily operations
  • Analyzed regional market trends to discover new opportunities for growth
  • Devised marketing, sales and customer promotions to work alongside national plans
  • Expedited resolutions to correct customer problems and complaints
  • Mentored and trained staff to define and exceed field sales objectives
  • Identified optimal locations, dealers and investors to engage product sales for continuous brandexpansion
  • Reduced financial discrepancies by managing P&L to remain under budget with on-time projectcompletion
  • Negotiated market consolidation to improve customer satisfaction and dealer profits
  • Handled human resource concerns and established plans to handle issues consistently and efficiently
  • Trained regional general managers on methodology and processes to support contract retention andreselling
  • Private & Student Housing Portfolio Experience
  • High Volume Retail & Luxury Hotel Portfolio Experience
  • Property Management & Asset Management Experience
  • Portfolio Sales Experience
  • Experience managing multiple General Managers
  • Creating and implementing Acquisitions & Dispositions division
  • Training and implementing Transaction Coordinator teams

Multi-Store Manager

CVS Pharmacy
06.2007 - 09.2012
  • Increased store revenues by cultivating new customers, providing superior service and applying pricing strategies and up-selling techniques
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability
  • Established, enforced and updated policies keeping business agile and responsive to changing market conditions
  • Fostered healthy team environments to promote collaboration and boost productivity
  • Secured store perimeter and enforced procedures to minimize losses and protect store assets
  • Developed and optimized store schedules to meet expected coverage demands and maintain optimal service levels
  • Met budget targets by controlling expenses and eliminating wasteful behaviors
  • Developed and implemented promotional strategies to drive business success and maintain budgetary guidelines
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications
  • Coached, counseled, recruited, trained and disciplined employees and evaluated on-the-job performance
  • Ensured standards for quality, customer service and health and safety were met.

Education

J.D. - Law (Pre-Law)

Liberty University
Lynchburg, VA
10.2025

MBA - Finance

DePaul University
Chicago, IL
06.2019

Bachelor of Science - Investments And Securities

Purdue University
West Lafayette, IN
05.2015

Skills

  • Negotiation
  • Underwriting
  • Inside sales
  • Cost control
  • Residential construction
  • Financial report interpretation
  • Mergers & acquisitions
  • Customer relationship management (10 years)
  • Financial planning
  • Dispositions (10 years)
  • Additional Information
  • Strategic Planning
  • Management Team Leadership
  • Systems Thinker
  • Financial Management

Certification

Business Development (7 years) Real Estate (10+ years) Contract Negotiations (7 years) Management (10+ years) Leadership Development (10+ years) Strategic Planning (10+ years) Marketing (10+ years) Financial Management (8 years) Team Leadership (10+ years) Retail Management (10+ years) Sales Management (10+ years) Cross-Functional Team Leadership (10+ years) Goal Setting (10+ years) Customer Retention (10+ years) Oral and Written Communication (10+ years) Sales Experience (10+ years) Sales Management (10+ years) Market Analysis (8 years) Budgeting (8 years) Financial Report Writing (8 years) Business Management (10+ years) Presentation Skills (8 years) Profit & Loss (10+ years) Operations Management (8 years) Forecasting (8 years) Management Experience (10+ years) Financial Modeling (8 years) Human Resources (8 years) Pricing (10+ years) Research (9 years) Process Improvement (8 years) Business Analysis (10+ years) Financial Analysis (8 years) Asset Management (5 years) Property management (9 years) Retail management (10+ years) Branding (5 years) Financial acumen (9 years) Fair Housing regulations (9 years) Hotel management (9 years) Sales analysis (10+ years) Data analytics (9 years) Analytics (10+ years) Analysis skills (9 years) Portfolio management (8 years) Supervising experience (10+ years) Finance (9 years) Accounting (9 years) Asset management (6 years) Change Management Supply Chain Contract negotiation (10+ years) Analytics (10+ years) Acquisition strategy (10+ years) Real estate acquisition (10+ years) Real estate disposition (10+ years) Investment Analytics (10+ years) Private equity (10+ years)

Additional Information

  • Willing to relocate: Anywhere, Authorized to work in the US for any employer

Timeline

Chief Operating Officer

GunnSmith LLC
03.2022 - 08.2023

Executive Director of Assets/Private Equity Funds Manager

Oakton Capital Partners, LP
11.2012 - 03.2022

Multi-Store Manager

CVS Pharmacy
06.2007 - 09.2012

J.D. - Law (Pre-Law)

Liberty University

MBA - Finance

DePaul University

Bachelor of Science - Investments And Securities

Purdue University

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Jason Tooley