Philip Eggleton
Little Rock,Arkansas
Summary
Result-oriented leader with strong background in strategic planning, financial management and company-wide policy development. Talent for overcoming operational issues and driving proactive improvements. Dedicated to supporting clinical trials in the pursuit of curing cancer.
Overview
14
14
years of professional experience
4
4
years of post-secondary education
Work History
Sales Manager
Williams Insurance Agency
10.2024 - Current
- Handle customer relations issues, enabling quick resolution, and client satisfaction.
- Increase sales revenue by developing and implementing effective sales strategies.
- Maintain relationships with customers and found new ones by identifying needs and offering appropriate services.
- Building long-lasting client relationships through excellent customer service and consistent followups.
- Use needs analysis to identify insurance gaps.
- Upsell customers who lack coverage and are hesitant to new policies.
Clinical Research Financial Analyst III
University of Arkansas for Medical Science
10.2020 - 10.2024
- Collect, analyze, and manage quantitative data and create meaningful reports to lead business improvement
- A/R, A/P, Budgeting, Auditing, Forecasting
- Prepare site budget using study protocol
- Negotiate new and amended clinical trial budgets with study sponsor
- Develop forecasting tools to analyze revenue variance, business pipeline and industry trends
- Audit and prepare closing reconciliation of study accounts
- Develop KPI analysis for multiple processes
- Manage 350 studies with a budget of over $200,000,000
- Recommend, develop, and implement policies and programs that guide the organization in maintaining and improving its profitability
- Establish funding accounts for clinical trials
- Prepare patient stipends or reimbursements
- EPIC, SAP, CLARA, PSC, RPRS, Workday
- Develop and maintain SOPs.
Chief Operating Officer
Sierra Forestry
05.2018 - 10.2020
- Directed long and short term initiatives and plans including market expansion, enterprise risk management, leadership development, organizational structure, and business development
- Strategically planned for the future of the organization by developing short, intermediate and long range plans, 8-figure contract procurement, and operational efficiencies
- Ensured consistent delivery of services, promoting strong job performance, regulatory compliance and operational efficiency to encourage continued improvement
- Determined methods and procedures for executing companywide strategic plans and changes to maximize profits while improving quality of our services
- Maintained positive relationships with all levels of personnel to cultivate culture of compassion while improving bottom line
- Achieved under-budget and on-time project management to adhere to project goals
- Monitored business trend forecasts and adjust budgets and operational plans to maximize growth and opportunities.
- Developed quarterly business plans to evaluate cost projections.
- Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits.
- Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Managed financial, operational and human resources to optimize business performance.
Regional Sales Manager B2C
The Legacy Group
02.2017 - 12.2019
- Recruited, trained, and developed a qualified, engaged and successful sales team
- Coached sales team to grow and develop individual sales goals that increased average client base by over 1000 clients
- Projected expected sales volume and profit for existing and new accounts while reducing expenditure by 23%
- Resolved customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management.
- Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
Financial Analyst/Sales Manager B2B
Triton Stone of Little Rock LLC
01.2011 - 02.2017
- Sales planning and forecasting
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets, increasing net profit by 110% in 2 years
- Prepared adjusting and closing entries, statements, and analyzed financial operations
- Delivery scheduling and logistics / Inventory Control and Management
- Built a profitable pipeline through direct outreach and the use of marketing and business development training for sales associates
- Assessed personnel performance and implemented incentives and team-building events to boost morale.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Determined pricing, margins and risk factors for active and proposed projects.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Reviewed and analyzed project spending throughout project life cycle.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Developed financial projections and forecasts to guide investment decisions.
- Developed financial models to assess potential investments and identify potential risks.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Established and cultivated solid business relationships with new or existing customers.
Education
BBA - International Business
University of Arkansas Little Rock
Little Rock, Arkansas 08.2009 - 05.2013
Timeline
Sales Manager
Williams Insurance Agency
10.2024 - Current
Clinical Research Financial Analyst III
University of Arkansas for Medical Science
10.2020 - 10.2024
Chief Operating Officer
Sierra Forestry
05.2018 - 10.2020
Regional Sales Manager B2C
The Legacy Group
02.2017 - 12.2019
Financial Analyst/Sales Manager B2B
Triton Stone of Little Rock LLC
01.2011 - 02.2017
BBA - International Business
University of Arkansas Little Rock
08.2009 - 05.2013
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