Josh Klicker

• A unique position of sole-responsibility for the financial reporting and forecasting as well as strategic planning and delivery for a subsidiary company with three lines of business and multiple products
• Delivery of FP&A content and coordination
• Collaboration with executive leadership within the subsidiary and corporate entity
• Leadership/ownership of a multinational divestiture between India and the United States
• Workforce planning and restructuring
• New product placement and pricing management
• M&A management
• India based divestiture and employee migration
• Domestic entity M&A coordination and project delivery

• In this multi-sided role I have had the opportunity to support Title365 as both an individual contributor and an organizational lead
• As an individual contributor I have provided managerial accounting support, sell side M&A support and transition management coordination for the acquisition of T365 by Blend, served as the point person for strategic initiatives and provided planning and analytic support in support of finance and operations
• As a team member and organizational lead of ~35 FTE, I had the opportunity to supply planning and coordination for product development and design, oversee the centralization of 1099/panel vendors and create accountable and measurable structures to drive daily results
• Cross functional collaboration for all Blend and Title365 stakeholder groups
• New product ownership and delivery
• Corporate initiative management
• Staffing and operational FP&A ownership
• M&A management

• Responsible for the development and monetization of an enterprise wide OCC and CFPB compliant Vendor Management System and product suite
• Additional responsibilities include cross business product development and client focused product enhancement
• Management of system development and supply chain management in a start-up atmosphere inclusive of system redevelopment, product mapping and integration planning across internal and external clients and vendors
• Developed multiple new and enhanced products to enhance the customers experience and value perception
• Responsible for product development process from creation to incubation and deployment
• Utilization of data management and visualization for creation of client scorecarding and internal reporting
• Drove $1M+ in cost savings through supply chain optimization and new vendor procurement
• Serves as lead for divisional business development and acquisition strategy, diligence and integration
• Responsible for the division’s financial planning and analytics

• Managed the creation and deployment of the enterprise wide vendor onboarding, certification and governance departments
• Responsible for scorecard calibration, onsite and remote vendor audits, vendor certification and spend analytics across the Xome enterprise
• Responsible for the development of Onboarding and Certification teams for Xome
• Employed LEAN methodology to Onboarding and Certification process driving140% improvement in completed monthly certifications
• Directly responsible for the implementation of multiple system modules for vendor certifications and governance
• Creation of metrics and KPI’s for monthly Risk Committee reviews

• Providing operational planning and strategic management for a $100M+ business unit
• Supporting sourcing and resource management model spanning3 countries
• Created a scalable domestic supply chain support model allowing for120% growth while reducing associated labor by50%
• Successfully managed the transition of offshore offices and92 employees from Equifax to Cognizant creating a new operational model for the acquiring company
• Creation of expense leverage through direct vendor spend management (10% BPO,6% Appraisals,5% Settlement)
• Oversight of key metrics and initiative management through merger integration
• Management of domestic and international labor pools for multiple business verticals
• Implemented analytic scoring models to optimize cost and quality performance characteristics across all vendor
• Built agent BPO panel supporting35,000 monthly transactions in6 month period

• Responsible for all cross company initiatives including team and product development, workflow optimization and centralized vendor management team creation
• Managed multiple LEAN/Six Sigma events delivering over $2.7M in efficiencies and spend saving
• Successful management of operational objectives and initiatives through business unit divestiture
• Responsible for client meetings, onsite presentations and client visits in support of operations
• Managed growth playbook and initiative performance and reporting
• Operational analytics and data visualization
• Negotiated rates and service levels with3rd party providers for maximum spend control and service level optimization
• Responsible for stratification and tracking of key performance metrics and business objectives
• Direct responsibility for teams of Managers, Business Analysts and Project Managers

• Managed 27 domestic resources and coordination of workflow for40 captive and off-shore resources
• Developed nationwide vendor management department responsible for completing 80,000+ annual work units

• Produced monthly reports using advanced Excel spreadsheet functions.
• Utilized data visualization tools to effectively communicate business insights.
• Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
• Improved decision-making processes with accurate data analysis and visualization techniques.

Owning and operating a real estate investment LLC primarily focused on residential rentals and fix & flip properties