Josh Gettman
Portland,Oregon
Summary
- Accomplished operations executive and dynamic leader with hands-on experience defining and driving companies, and IT business strategies forward. Proven record steering and delivering major projects, organizational transformations, and innovative technical solutions for initiatives of industry-leading organizations. Thrives in high-volume environments with ability to navigate ever-changing business needs, improve operations, and continuously drive profitability.
- Recognized in industry for subject matter expertise across IT Finance, Business Development, IT Innovation, Product Development, Project Management, Risk Management, Operations, Planning, and retaining phenomenal workforces.
- Adept at cultivating partnerships and building trusted relationships across business sectors, including executive-level communications within leading organizations; while concurrently motivating, coaching, and mentoring a team and creating a prominent department.
- Unparalleled ability to lead large and diverse teams, and ensure a high level of performance standards, while simultaneously developing and administering multi-million-dollar budgets, as well as enhancing operations focused on business solutions and client engagement to maximize profitability.
- Experience complemented by a Master's Degree in Business Administration from Concordia University.
Overview
17
17
years of professional experience
1
1
Certification
Work History
VP of Operations
SUCCESS ENTERPRISES LLC
01.2022 - Current
- Streamlined Internal Communications: Mastered daily operational efficiency by promptly managing emails, Slack messages, and general requests, enhancing organizational communication flow
- Facilitated Effective Team Meetings: Drove organizational alignment and strategy improvement through individual, leadership, and coaching team meetings
- Coordinated Financial Audits and Reporting: Executed monthly and quarterly financial audits, including Salesforce transactions, COGS, and sales balances, for precise financial data verification and reporting
- Automated and Integrated Salesforce Platform: Implemented Salesforce to automate payment plans, track revenue, payments, fulfillment, COGS, and provide a comprehensive portal for coaches, significantly enhancing operational efficiency and data integrity
- Lead to a reduction in processing time by over 60% with a close in just under 2 days and increasing data accuracy by 200%
- Led Special Projects and Strategic Planning: Orchestrated unique projects and quarterly strategic planning, reflecting on past achievements to align future organizational goals and objectives
- Maintained and Secured Organizational Tools: Administered Google Suite and conducted security reviews, upholding operational standards and security
- Conducted Comprehensive Site and Documentation Management: Oversaw website maintenance and updated key organizational documents, ensuring integrity and accuracy
- Led Project Management Initiatives: Spearheaded software development and system configurations, directly contributing to project milestones and adherence to deadlines
- Secured Digital Infrastructure: Proactively monitored and resolved issues with WP Engine, migrated sites to AWS, and led initiatives that significantly improved website security and stability, increasing uptime from 92% to 99%
- Optimized AWS and DNS Configurations: Enhanced system performance, reliability, and website accessibility through meticulous AWS management and DNS updates
- Enhanced Financial Operations: Streamlined Stripe payment processing and credit card reconciliation, ensuring accurate financial reporting and compliance
- Developed and Managed Vendor Relationships: Established and maintained fruitful collaborations with external vendors, ensuring project success and operational excellence reducing costs by 30%
VP of Operations
NEUROGYM LLC
01.2020 - 12.2022
- Established Vibrate Culture through leadership and coaching
- Ensured team members connected with me as a Servant Leader
- Integrated all verticals and departments to increase collaboration, strategic thinking, and risk management
- Lead the overhaul and documentation all process/sops for the organization
- Created clarity of action, expectations, simplification of process, and visibility of team efforts
- Spearheaded Documentation and overhaul of Tech Stack reducing spend by over 30% while increasing usage
- Reduced risk associated with custom, outdated, and poorly integrated platforms
- Actively learned the key platforms used by the team to help expand
- Built Corporate Budget expanding financial reporting on all departments
- Managed Human Resource creating consolidation of titles, job descriptions, salaries, job path and cohesive onboarding
- Pushed training as a focus and saw the team uplevel their knowledge and skills
- Built Data Warehouse and Reporting which provides daily KPI for analysis to Leadership Team
- Established Strategic Planning Process Leading Executive Team through a process for annual planning, budgeting, weekly exec meetings, competitive analysis and opportunity review
- Lead the expansion of revenue 3.2M to 8+M while keeping costs inline (overhead and direct)
Director of Operations
ROBBINS RESEARCH INTERNATIONAL, INC.
01.2016 - 12.2020
- Spearheaded the reconstruction of the customer service and warehouse staff, including implementing leadership programs for the departments
- Tactically improved accounts leading to a 22% reduction in accounts - $38K in savings per year
- Deployed kiosk services at live events decreasing registration time 184% to < 8 minutes while increasing client engagement by 215% in Opt-Ins
- Swiftly deployed terms and conditions deployment to website allowing 100% risk coverage to all purchases
- Reduced effort from two days to 10 minutes using automated cash reconciliation; automated contract creation and distribution producing 100% of sales contracts through Docusign, and increased signed contract collections from 40% to 85%
- Maneuvered credit card automation with daily reports and notifications, resulting in a 20% reduction in accounting efforts
- Tracked and delivered the automation of payroll, which provided payment details to all coaches, and reduced overpayments by 35% ($180k annually)
- Opened communication channels between stakeholders with a 360o communication plan and executive alignment
Director of Operations
GLOBALTRANZ
01.2015 - 12.2016
- Automated assessorial billings by 88% ($4.6M) and an automated matching process increased billings within 48 hours by 87.2% (previously was 14%), and 97.6% (previously 56%) within a month
- Decreased payments to incorrect vendors by 98.6% ($10.6M)
- Implemented BillTrust invoice system which guaranteed delivery of invoices - approximately $1.8M daily; and an AR/AP posting system proving a 30% decrease in accounting labor hours
- Implemented Cortera credit approval system decreasing credit approval time from 3-8 business days to <12 minutes
- Energized VIP business partners by educating them about the use of the technology, project goals, accomplishments, risks, and addressed recommendations
Business Solutions Architect
RKL ESOLUTIONS LLC.
01.2013 - 12.2015
- Designed from inception to implementation a business process platform based on an early version to increase efficiency
- Moved between different approaches depending on project specifics and goals, creating detailed project road maps, plans, schedules and work breakdown structures
- This resulted in the company tapping into Sage 500 ERP and reimplementing existing Sage 500 installs
- Authored business plan documentation of financial forecasts and business cases necessary to secure an external round of financing
- Customized process to provide ongoing support for users on Sage 500 ERP, Salesforce, Saleslogix, and other systems as needed
Business Solutions Consultant
INFORMATION SYSTEMS MANAGEMENT
01.2008 - 12.2013
- Ran evaluations on key project strategies, and developed sales order, purchase order, A/R invoice, customer and vendor integrations with Salesforce and other customized web applications
- Handled implementation life cycle of complex 15+ installs of Sage 500, including planning, management of subcontractors, technical setup, and training
- Championed user interface using Sage 500 Customizer and SDK in addition to storing procedures, views and triggers for database modification and being reactive with client feedback
Education
MBA -
Concordia University
Portland, ORBachelor of Science -
Concordia University
Portland, ORSkills
- Strategic & Operational Planning
- Leadership
- Profitability Analysis
- IT Finance
- Data Analytics
- Recruitment & Development
- Client & Business Relations
- Revenue Profitability
- Global Management
- Budgeting / Forecasting
- IT Initiatives & Integration
- Team Building
- Performance Management
- Lead Generation & Evaluation
Websites
Certification
- SALESFORCE CERTIFIED
- MICROSOFT SQL SERVER, SSRS CERTIFICATION
Timeline
VP of Operations
SUCCESS ENTERPRISES LLC
01.2022 - Current
VP of Operations
NEUROGYM LLC
01.2020 - 12.2022
Director of Operations
ROBBINS RESEARCH INTERNATIONAL, INC.
01.2016 - 12.2020
Director of Operations
GLOBALTRANZ
01.2015 - 12.2016
Business Solutions Architect
RKL ESOLUTIONS LLC.
01.2013 - 12.2015
Business Solutions Consultant
INFORMATION SYSTEMS MANAGEMENT
01.2008 - 12.2013
MBA -
Concordia University
Bachelor of Science -
Concordia University