Xavier DeJesus MBA MSFP CPA
XD-X Financial
Parkville,MO
Summary
Highly experienced manager, consultant and entrepreneur with leadership exposure to all functional areas.
Experienced with delivering strategic consulting services to enhance client business operations. Utilizes in-depth industry knowledge and analytical skills to identify and implement effective solutions. Track record of building strong client relationships and driving measurable results.
1
Languages
1
Certification
10
Years of experience
Work History
Independent Consultant/Principal
20 Years 7 Months- Managed medical billing processes in healthcare consulting practice.
- Sports Agent-State of Missouri
- General management and advisory for industry.
- Conducted franchise sales consulting to identify potential opportunities.
- Recent Project: Launch new Franchise in the Food Industry
- Recent Project: Launch new Product in Ski Industry
- Recent Project: Launch first Hip Hop Nelly Concert in Branson MO
- Developed and launched new film festival, coordinating logistics and promoting local talent.
- Established new physician practice in interventional radiology, focusing on operational setup and patient engagement.
Master Tax Advisor
1 Year- Conducted thorough preparation and review of complex tax returns for individuals and businesses, confirming adherence to IRS regulations.
- Led tax planning strategies to minimize client liabilities and maximize refunds.
- Analyzed complex tax situations, providing tailored solutions for diverse client needs.
Brand Consultant/Account Executive
10 Months- Executed sales and marketing strategies for multi-sensory branding solutions, enhancing client engagement and brand experiences.
- Developed business and sales for suite of in-store and out-of-store solutions including digital signage, business music, voice services, brand casting, CCTV, sound systems, customer loyalty mobile app (KLIKT), music on-hold, scent solutions, and multi-sensory re-branding consulting.
- Managed sales accounts for existing and new customers, fostering long-term relationships and driving revenue growth.
- Provided tailored solutions to small and Fortune 100 clients
- Serving small to fortune 100 Clients
Athletic Agent Adviser
7 Months- Became Agent Adviser at award-winning Sports Management World Wide, Inc. after completing extensive sports management training.
- Achieved licensure as an athletic agent in Missouri
Financial Adviser-Global Wealth Management
9 Months- Developed financial planning and wealth management practice within award-winning Global Wealth Management Group.
- Achieved licensing as registered stockbroker, investment adviser, commodities broker, annuity representative, and insurance provider.
- Advised clients on investment strategies and portfolio management to optimize financial growth.
- Analyzed market trends to provide informed recommendations for asset allocation.
- Developed comprehensive financial plans tailored to individual client needs and goals.
Board Member/Executive Committee
5 Months- Participated in board meetings to discuss strategic initiatives. for a Kansas City based non-profit focused on bereavement for children who have experienced the loss of a parent.
- Spearheaded initiative to identify strategic partner addressing operating deficits and long-term needs, resulting in partnership with St. Luke's Health System within three months.
Founder/CEO
1 Year- Founded and completed a film festival in Kansas City in joint venture with local businesses, screening in September 2006.
- Directed and produced a short film at the Legends retail complex, promoting the festival and attracting over 2,000 spectators.
Midwest Producer
1 Year- Develop market entry plan for launching an Action/Cut Film Making Seminar in the St. Louis and Kansas City Missouri region to serve Midwest attendees.
- Identified new market opportunities in Midwest, fostering relationships with key strategic constituents to expand market reach.
- Develop logistics for development of an Action/Cut Seminar offering in the Midwest region of the United States. Identify sponsors and alliances as needed to launch a successful seminar.
- Actively working on film scripts for independent films. Member of the Actor Training Studio, a professional actor training studio located in Kansas City that develops and trains professional actors and provides intense theatrical workshops.
CEO/Owner
1 Year 3 Months- Developed joint venture to launch a service-focused technology solutions company offering integrated business solutions and consulting services.
- Developed business strategies, vision, and partnerships with sister companies.
- Successfully launched a new product lines for integrated technology solutions in POS solutions and integrated digital video surveillance technology.
- Developed and implemented successful regional Emerging Technology Seminars in coordination with major computer technology vendors (AMD, Intel, Foxconn, etc.) For motivating and educating dealers and resellers.
- BUSINESS TECHNOLOGY SOLUTIONS GROUP, INC.
CEO/Owner
3 Years 11 Months- Improved operations, enhanced market position, and managed day-to-day activities.
- Implemented service and product enhancements, adding new offerings and entering large corporate technology market.
- Developed and implemented the creation of an on-site Interactive Computer Center comprised of 13 workstations and a T-1 trunk.
Chief Executive Officer /Consultant/ Founder
5 Months- Oversaw all aspects of starting up and launching a new patented product in the ergonomic home and office desk and workstation furniture industry.
- Developed comprehensive business plan and market entry strategy, establishing financial/accounting systems, product pricing, promotions, advertising, strategic alliances, vendor relationships, design enhancements, testing, trade show strategy, and sales initiatives.
- Managed all accounting, financial functions, and finance strategies. Researched cost structure elements and competitive financing models. Identified and secured start-up capital.
Chief Executive Officer and Compliance Officer
4 Years 2 Months- Increased sales by over 30% and improved net income while enhancing the companies' market image and strategic positioning. Enhanced company profitability through strategic initiatives. Executed a financial turn-around preventing financial distress. Full P&L responsibility for 30+ employees.
- Developed all financial strategies and initiatives. Implemented new financial reporting methods including automated reporting of Statement of Changes in Financial Position.
- Developed and implemented a comprehensive Compliance Program unique to billing agent status. Developed data mining applications for compliance and fraud detection and correction.
- Reorganized operations, information technology and organizational structure to improve the company's performance.
- Reorganized operations, information technology, and organizational structure to enhance company performance.
- Developed a comprehensive compliance program for billing agent status.
- Expanded national presence by penetrating new geographic regions including St. Louis, Missouri; Nashville, Tennessee; Greater NY Metropolitan area; and Norfolk, Virginia.
- Designed and implemented key organizational, operational and technological enhancements including introduction of digital imaging for document management with a significant improvement in productivity, migration to the latest IBM mainframe technology, establishment of SQL server/PowerBuilder front end capability, implemented TCP/IP to enhance system access, introduced new call center and voice mail telecommunication technology, reorganized use of facilities to improve space utilization by over 100% and developed key HRM initiatives to improve staff retention and satisfaction.
- Personally conducted two high-level physician integration assignments for pathology groups providing services to two prominent regional IDSs with 100% success.
Principal, Director of Physician Services Division
3 Years- Introduced new physician service line resulting in new sales of over $1 million. Directed engagements in regional laboratory networking, hospital laboratory consolidation and hospital laboratory outreach programs. Conducted physician planning and operations engagements for independent groups and academic medical centers' medical departments.
- Reorganized production, operations, and business approach, enhancing company's position as premier consulting services provider.
- Reorganized internal production, operations and business approach to reposition the company as a premier provider of consulting services.
- Conducted business valuations, developed joint venture plans, assessed outsourcing options, and created new business plans for health care organizations.
- The time period with Chi Laboratory Systems includes one year of time with Total Solutions Management, Inc., a health care consulting firm, which I founded in 1992, as a result of the acquisition of the assets of this health care consulting firm.
Consultant, Health Care
2 Years- Directed hospital cost and operations restructuring programs for over 15 major Integrated Health Systems resulting in over $100 million in annual savings.
- Contributed to large-scale participative management re-engineering projects at major health care institutions nationwide, enhancing operational effectiveness.
- Conducted financial management of the management's cost structure expectations and projections for the Launching of Lucille Packard Children's Hospital, Palo Alto, California. Conducted financial planning and budgeting for over 20 hospital divisions which resulted in the hospital achieving break-even in the first year of operation.
- Managed nursing care and ancillary re-engineering projects, focusing on nursing model changes and work restructuring at Harris Methodist Health Systems, improving care delivery.
- Member of a hospital consolidation team which merged two 300-bed hospitals in Racine, Wisconsin. Conducted all cost restructuring efforts for a number of hospital departments using participative management techniques.
Tax Associate, CPA
2 Years- Entered Tax Department to gain practical experience while studying law.
- Engaged in high-profile special tax assignments, including American Can tax basis analysis and tax services for a large information technology cooperative in the banking industry.
- Implemented computerized tax preparation software and enhanced tax library resources for office efficiency.
Non-Commissioned Officer
3 Years- Selected for assignment to an Armored Cavalry Unit on the West German/Czechoslovakian Border where as a Sergeant lead a live combat border patrol unit and conducted special border assignments with the West German border police.
- Selected for assignment to an Armored Cavalry Unit on the West German/Czechoslovakian Border whereas a Sergeant led a live combat border patrol unit and conducted special border assignments with the West German border police.
- Received high-level commendations for leadership during high-pressure combat simulation exercises in West Germany, demonstrating tactical proficiency and team effectiveness.
- Awarded high level commendations for outstanding performance on leadership of high-pressure combat simulation exercises in West Germany.
- Enlisted in the US Army at age seventeen resulting in an initial assignment to the 82nd Airborne Division Rapid Deployment Force in Fort Bragg North Carolina as a light artillery infantry paratrooper.
- Led thirty-six person live combat border armored patrol unit. Trained in anti-terrorist and riot control operations.
- Honorably discharged with outstanding military record after four years and was offered an opportunity to attend a West Point preparatory school.
- Attended private pilot training while enlisted resulting in over 200 hours of flight training including completion of all requirements for a pilot's license.
Education
Master of Science - Financial & Financial Life Planning
- Graduated with Honors
- 3.8 GPA
MBA - General Management
- Awarded merit scholarship in both years of attendance.
- Served as Logistics Manager for the HBS Show and its performance on Broadway, New York City. Responsible for mobilizing the entire cast of over 150 and stage set to Broadway.
BBA - Public Accounting
Awarded multiple merit scholarships at the undergraduate level.
- Dean's List
Certificate In Advanced Web Design - Web Design
- Dean's List
Skills
Comprehensive Financial Planning
Expert Tax Advice
Estate Planning
Problem-solving
Attention to detail
Team leadership & development
Analytical thinking
Affiliations
- Graduate – Global Leadership Opportunities for Business Executive (GLOBE) Program, Greater Kansas City Chamber of Commerce.
- Member- American Institute of Certified Public Accountants.
- Guest Speaker - 1998 Clinical Laboratory Management Association: Billing Fraud.
- Guest Speaker - Baird, Kurtz and Dobson CPAs 1998 Health Care Group Conference: Profiling Physician Practices for Networking.
- Served as Chairman of the Greater New York Explorer Chapter of the Boy Scouts of America for over two years leading over 300 explorer clubs and attending the National Explorer Conventions.
- Violinist on the NYC Borough-Wide Orchestra which achieved winning position in borough-wide competitions culminating in a performance at the NY Philharmonic Hall.
- Accepted and attended Fordham Law School, in the evening, for a semester before withdrawing to accept a seat at Harvard Business School.
Certification
- Completed Professional 40 hour Mediation Training at Missouri State University to obtain designation to Missouri Court Approved Mediator under Rule 17
- Six Sigma Black Belt certification via Avita Business Solutions
- Licensed MO Sports Agent – Sports Management Worldwide, Inc.
- Creator/Presenter – Emerging Technology Seminars, BTSG, Inc. Kansas City, MO. January 2005; February 2005.
- January 2004 to Present. Actor Training Studio, Prairie Village, KS. Enrolled in professional acting and public speaking course including film production, commercials and theater.
- Professional Commercial: Actor Training Studio Commercial airing January – December 2005. Cable network of Johnson County, KS.
- 1989 - Present: C.P.A. License - State of Missouri
Interests
Family Outings
Fishing
Golf
and Exercise.
Languages
Spanish
French
Timeline
Master Tax Advisor
H&R Block
01.2020 - 01.2021
Brand Consultant/Account Executive
Muzak Mood Media
12.2011 - 10.2012
Athletic Agent Adviser
SMWW, Inc.
06.2007 - 01.2008
Financial Adviser-Global Wealth Management
Morgan Stanley
04.2007 - 01.2008
Board Member/Executive Committee
Solace House
11.2006 - 04.2007
Founder/CEO
American Artist Film Festival
03.2006 - 03.2007
Independent Consultant/Principal
XD-X Financial
01.2006 - Current
Midwest Producer
Action Cut Film Making Seminar
03.2005 - 03.2006
CEO/Owner
BTSG, Inc.
12.2003 - 03.2005
CEO/Owner
Computer Renew
01.2000 - 12.2003
Chief Executive Officer /Consultant/ Founder
Ergonomic Millennium Concepts, LLC.
08.1999 - 01.2000
Chief Executive Officer and Compliance Officer
MX, Inc.
06.1995 - 08.1999
Principal, Director of Physician Services Division
Chi Lab Systems, Inc.
01.1992 - 01.1995
Consultant, Health Care
APM, Inc.
01.1990 - 01.1992
Tax Associate, CPA
Coopers & Lybrand
01.1986 - 01.1988
Non-Commissioned Officer
United States Army
01.1978 - 01.1981
Golden Gate University
Master of Science from Financial & Financial Life Planning
Harvard Business School
MBA from General Management
Pace University
BBA from Public Accounting
Sessions College For Professional Design
Certificate In Advanced Web Design from Web Design