P. Alexander Jacob
Finance Leader And Consultant
Frisco,TX
Summary
PERSONAL SUMMARY A highly motivated business leader in financial operations management offering expertise in finance project management, business process engineering, A/R and A/P management and vendor relationship engagements. Drove process improvements that enhanced top- and bottom-line impact for multi-billion-dollar operations. Excelled in developing high-performance teams focused on delivering excellent service while maintaining financial discipline.
Overview
24
24
years of professional experience
2
2
years of post-secondary education
Additional Information
- Implemented Online Electronic Invoice Presentment and Payment (EIPP) service for pharmaceutical distribution business, achieving over $2.5B in payment transactions within 3 years.
- Designed and led implementation of Accounts Payable automation and workflow tool with document imaging at multiple sites across United States and Canada. The A/P process and technology created cost savings, scalability and improved the financial control environment for the corporation.
- Anticipated the need for improvement in corporate Accounts Receivable processes and technology. Selected and implemented new A/R collections system across multiple sites which allowed a consistent framework for collections processing and lower DSO.
- Played a key role in keeping Financial Services team expenses low while overall corporate revenue grew, through relentless business process optimization and process automation.
- Completed multi- step Leadership training at The Center for Creative Leadership in Greensboro, SC. Program titled - Creative Leadership, Senior Leadership Program - Leading Others and You
Work History
Managing Director - Founder
Monsoon Bay Holdings, LLC
Frisco, TX
11.2014 - Current
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Built, managed, and grew MBH social media presence across multiple channels (Instagram, Facebook page and group, Pinterest, and Twitter), led to an overall increase in annual year over year revenue of 20% since March 2015.
- Created Yelp business page that now includes nearly 1,500 user views—up 27% since May 2015; generated over 115 customer leads with a 14% purchase conversion rate.
- Utilized Google Analytics and Facebook Pixel to better understand our ideal audience, retarget website traffic visitors, and create more effective advertisements based on our ideal user personas.
- Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
- Created and monitored promotional approaches to increase sales and profit levels
Director
Shared Financial Services AmerisourceBergen
Frisco, TX
06.2008 - 12.2014
- Under general supervision of the Senior Vice President of Finance, responsible for providing corporate financial operations support in the areas of Accounts Payable, Accounts Receivable, Treasury/Disbursements and Travel & Expense
- Provided direct oversight of day-to-day finance operations of multi-billion dollar A/P and Treasury functions
- Collaborated with corporate Accounting leadership and Internal Audit to develop Financial Operating Procedures which was implemented at multiple locations within the U.S and Canada
- Actively involved in Financial Vendor Management ranging from A/R business process outsource vendors, to Banking relationships, to Merchant Services for A/R
- Acted as Financial Systems product owner and provided strategic feedback to IT senior leadership for Financial Systems used by over 300 corporate users
- Oversaw implementation and administration of a Purchasing Card (P-card) program, which offered process efficiencies and financial rebates to the corporation
- Managed a team of 12 full time associates which consisted of two Managers, 2 Analysts and 8 FS specialists.
Manager
AmerisourceBergen
Frisco, TX
03.2004 - 06.2008
- Working directly for the Vice President of Finance/Controller, was responsible for implementing multiple finance systems for Enterprise use across U.S and Canada
- Provided in-house expertise and support to end users on finance application related issues, identified, researched, and resolved problems, while coordinating with outside vendors/technical support as needed, and document, track and monitor problems to ensure timely resolution
- Effectively lead project team in creation of A/P imaging and automation project
- Professionally completed formal selection and implementation of EIPP solution for A/R teams
- Identified and successfully fixed errors in the Print/Mail process for A/R invoicing.
Finance Project Manager
CSX Corporation/Horizon Lines
Addison, TX
02.2001 - 02.2004
- Acted as the liaison between Finance business users and the IT development team, to ensure the seamless realization of business requirements in shipping technology solutions
- Worked closely with IT Managers, Port Managers and Systems Architects to define new products and enhance existing products and services and act as a bridge between IT management and other CSX teams
- Was accountable for all aspects of new and existing products and services in the area of Finance Systems, including providing definitions and costing, service reviews, and reporting of service performance metrics
- Had oversight of a team consisting of 6 full time CSX employees, and 25 offshore and onshore contractors
Financial Analyst
Verizon/Genuity
Irving, TX
05.1998 - 02.2001
- Liaison between business users and the IT development team to ensure the seamless realization of business requirements in shipping technology solutions
- Participated in new system implementations for complex and strategic Billing initiatives, which included participating in project meetings, supporting user acceptance testing, updating system documentation and processes as required.
Education
BA - Finance
University of Texas
01.2007 - 01.2008
Education and Development Program - Executive Management
Southern Methodist University (SMU)
Dallas, TX 02.2003 - 11.2003
Skills
Project Management
Timeline
Managing Director - Founder
Monsoon Bay Holdings, LLC
11.2014 - Current
Director
Shared Financial Services AmerisourceBergen
06.2008 - 12.2014
BA - Finance
University of Texas
01.2007 - 01.2008
Manager
AmerisourceBergen
03.2004 - 06.2008
Education and Development Program - Executive Management
Southern Methodist University (SMU)
02.2003 - 11.2003
Finance Project Manager
CSX Corporation/Horizon Lines
02.2001 - 02.2004
Financial Analyst
Verizon/Genuity
05.1998 - 02.2001
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