Greg G.

Garrett, CPA, CMA, Masters in Business

Cell Phone: (309) 219-3544
Profile:
I am an experienced business and sales professional. My background includes ove
r ten years of direct sales and indirect sales experience in the national and in
ternational business environment. I have spent over ten years in sales consulti
ng and fifteen years managing project implementations. My sales, business deve
lopment and accounting background have afforded me the opportunity to leverage s
ales, finance, and business systems in order to drive successful corporate initi
atives. I am a results-oriented sales professional with a unique and effective
combination of accounting and systems abilities, selling and presentation skills
and a genuine commitment to customer service and satisfaction. Having recently
married my high school girlfriend, I have relocated from Houston, Texas back ho
me to Western Illinois. As a result, I am seeking a career with a stable and gr
owing organization in the Western Illinois area.
Primary Industries: Energy, Manufacturing, Transportation, Health Care, Medical
and Outside Consulting
A-Z Risk Management & Consulting, Canton, Illinois 2008 - Present
Sales and Business Development Manager (Insurance, Health Care and Medical Servi
ces)
Responsible for overseeing direct sales, pre-sales and overall business developm
ent activities
Cold calling on hospitals, Insurance organizations, self funded and fully funded
municipalities
* Assisting owners in acquiring three new health care clients in 2009 ($125,000
revenue)
* Providing cold calls to prospective clients and delivered presentations for pr
ospects
* Increased workers compensation customer base by 10% (added $75,000 in sales re
venue)
* Directing strategic sales initiatives including creating new marketing collate
ral
* Responsible for assisting with marketing/advertising budget and target market
campaigns
* Providing direct oversight with medical claims auditing and billing edit work
The Palladium Group, Irving, TX (Contract) 2007 - 2008
Sr. Project Manager, Financial Services, Strategic Financial Systems (Retail and
Energy Consulting)
* Successfully completed implementation of a Web designed Executive Information
Dashboard (Reliant Energy)
* Designed and developed a new reporting system leveraging Hyperion's Essbase so
ftware (Reliant Energy)
* Served as Lead Audit specialist at Halliburton Services ($125,000 engagement)
o Assisting with month end close and re-design of the accounting processes
o Leveraged the use of Hyperion Enterprise software for consolidations
Affirmative Insurance, Addison, TX (Contract) 2006 - 2007
Special Projects Manager, Financial Information Systems (Insurance)
Served as Special Projects Manager, Financial and Accounting Systems, responsibl
e for special projects and overseeing all user application conversions to Citrix
.
In this capacity, I coordinated and managed the Accenture IT outsourcing relatio
nship as the primary user community contact and coordinator.
The following were other primary responsibilities:
* Responsible as Project Manager for system conversion of over 20 applications t
o Citrix
* Responsible for user coordination of 2007 projects with Accenture outsourcing
team
* Oversee the documentation efforts of server migration to Omaha, Nebraska
* Responsible for new development of statutory insurance reporting due to 2006 a
cquisition
Republic Capital Group LLC, Phoenix, AZ 2004 - 2006
Business Development Manager - HVAC/Plumbing/Call Center - Republic Capital Grou
p
Business Development Manager for $14 million HVAC/Plumbing and Construction Comp
any.
Demonstrated ability to build and maintain new clients:
* Increased new client base by 35% as part of sales team ($300,000)
* Built relationships to add $1.5 million to the air conditioning business
* Sold service warranty agreements to residential and commercial clients
* Sold home warranty packages to residential clients
* Delivered exceptional sales and margin growth, managing key accounts and servi
cing existing clients
US-Analytics Solutions Group, Houston, TX 2002 - 2004
Financial Systems - Business Development Manager (Sales and Implementation Consu
lting)
Served as the Business Development Manager for new Southern Texas and Tennessee
markets
Directly responsible for new sales of software and implementation of consulting
projects
Built and maintained financial consulting business in both Texas and Tennessee
* More than tripled new Tennessee territory sales ($50,000 to $175,000) in first
full year
o Clients included Baylor College of Medicine, US Oncology, Essent Health Care,
Shell
o Exceeded quota each of my three years; averaging 17% annual territory growth
o Gained two new accounts by specific recommendations from current customers
o Organized and conducted training seminars for new and existing clients
* Consistently demonstrated client support, responsiveness, and ability to build
good customer relationships
* Successfully sold Hyperion/IBM/Oracle software solutions in three state territ
ory
Mir, Fox and Rodriquez, LLP (CPA Firm) 1999 - 2002
Territory Sales Manager - Financial Intelligence Practice, Houston, TX
Manager in charge of building a new consulting practice(s) providing enterprise
and financial intelligence solutions for Fortune 500 clients in the following ar
eas:
* Provided pre-sales effort and sold software projects focused upon design of in
ternal control systems
o Leveraged Hyperion Essbase and Analyzer for energy industry, including pipelin
e, barge, truck and rail pricing models.
o Provided economic evaluation rate filing models
o Provided post sales support and client services
* Led the sales and pre-sales efforts for Web-based benchmarking and scorecard s
olutions targeted at health care organizations
o Sold solutions to Baylor College of Medicine, MD Anderson Cancer Research Cent
er and US Oncology
* Responsible for engagement and project management
o Responsible for implementations with SAP, JDE, Oracle, MS-SQL Server
* Business Intelligence/Sarbanes-Oxley controls review/Systems Audits/Web based
reporting
o Implementation of budgeting and planning solutions using IBM, Microsoft
Shell Services International, Houston, TX 1996 - 1999
Sr. Sales Representative (International Practice)
* Directed business development growth of $10 million systems consulting practic
e for Shell Services International (Cognos, Hyperion and Microsoft BI software)
o Focusing on ERP development, data warehousing solutions, OLAP business functio
nality with "best of breed" technologies such as Hyperion and Cognos
o Provided new business sales development / managed software vendor relationship
s with Oracle and Hyperion
o Responsible for adding six new accounts for over $1.5 million in new customer
software and consulting fees
o Provided sales presentations and pre-sales closing work
* Provided Hyperion software partnership accounts totaling $150,000 in new softw
are sales
* Applied business development and accounting knowledge expertise to add $250,00
0 in added sales for new energy clients (Chevron, Texaco)
* Provided engagement management for several large and intermediate sized busine
ss intelligence project(s):
o Sold financial planning software solutions adding over $250,000 in consulting
revenue
o Sold $50,000 tax model design project integrating GAAP rules for oil & gas acc
ounting, both upstream and downstream
Duke Energy Services (Texas Eastern), - Houston, TX 1982 - 1996
Supervisor, Financial Planning and Regulatory Accounting
* Led team of 5 accountants and financial professionals with IT system conversio
n from Honeywell to Digital 11/780 database for accounting and rate filing cost
of service support.
* Responsible for systems design and programming development of a new regulatory
database to support rate filing activities under FERC Orders 154 - B & C, Gas
Orders.
* Led user team with Ernst & Young to create new database for FERC market based
rates
o Databases and reports were used for 5 successful filings under Order 154-B/C
o Filings generated over $350 million in increased revenue for Refined Products
* For eight years, directed growth of Regulatory Accounting Department for Duke
Energy (Texas Eastern)
o Responsible for General Accounting for cost of service and rate relief filings
o Responsible for budget and forecasts for strategic planning and rate planning
o Provided executive management six and twelve month pricing forecasts by produc
t, region and terminal delivery
o Provided detail cost entries and testimony for SEC and Federal Energy Regulato
ry Commission ("FERC") rate filing cases. Detailed journal work as well.
* Responsible for market based rate relief for barge and truck systems
* Responsible for directing 10 successful rate filings before the Federal Energy
Regulatory Commission ("FERC") and SEC
o Driving over $650 million in sales revenues for oil products
o Driving over $330 million in sales revenues for LPG business units

Houston Lighting & Power, - Houston, TX 1980 - 1982

* As member of Accounting Department provided Accounts Payable, Revenue and Expe
nse journal entries
* Reviewed month end close reports and created variance analysis
* Assisted with creating and building a new budgeting system
* Responsible for monthly and annual budget process

Education:
University of Houston, Houston, Texas (1989)
Bachelors of Science - Accounting & Management Information Systems
Houston Baptist University, Houston, Texas (1986)
Master of Science - Financial Business Management
University of Arkansas, Fayetteville, Arkansas (1980)
Bachelor of Business Administration - Finance & Computer Systems