| Jeffrey G. Causey, CPA, CAPM | ||
| 1905 Elmwood Drive | jcausey@totehmoon.com | Home: 336-513-0206 |
Executive Level Leader
Change Management and Implementation ¨ Technology Implementation ¨ Business Process Redesign
Strategy-oriented executive with a proven record of visionary leadership. Recognized for ability to create new and unique solutions to challenges and ability to obtain buy-in from parties inside and outside the organization. Outstanding presentation, analysis, financial management, computer skills.
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~ Led 150 employees and managed budgets of $120+ Million annually ~
Executive Performance Highlights
Consistently implemented leading-edge best practices in management of strategy, information technology, and business processes.
Developed modifications to open source CRM application to enable deployment to non-profit and local government organizations.
Profiled extensively in article in CFO Magazine(Spreadsheets Are Free, August 02, 2007, http://www.cfomagazine.com/article.cfm/9607908?f=home_featured) concerning use of OpenOffice.org in a small business.
Aligned IT investments with business goals through creation and implementation of a four-year, organization wide strategic planning process to guide IT implementations.
Analyzed business processes for non-profit, documented with flowcharts, and developed a set of financial policies and procedures.
Provided leadership and managed executive search process for an organization's director. Vastly improved involvement of the Board and staff in the selection process and developed a system to more accurately assess candidates.
Created and deployed numerous web sites and supporting policies and procedures for different organizations of various sizes for over a decade improving public access to information.
Boosted annual service revenues for line of business by over 40% in a single year from $1.4M to $2.0M through implementation of new billing system with no increase in headcount.
Created decision matrix to prioritize funding decisions related to capital and IT projects. System was cited as a model in course at UNC School of Government.
Initiated and led implementation of a pay-for-performance compensation system to replace a longevity based system. Resulted in increased morale of employees while reducing annual costs of pay increases by 15%.
Transformed a fragmented service delivery process distributed across three different departments and two different physical locations into a customer-focused, centrally located organization.
Negotiated collaborative agreement with 10 partner organizations to manage and fund the development and implementation of a geographic information system.
Implemented ERP systems for three different organizations Project phases included research, needs assessment, vendor negotiations, and project management during implementation. Significant business process analysis conducted to re-engineer workflow. Most recent system was projected to result in $200,000 in savings annually from changes in processes and procedures.
Presented several reports and recommendations on a wide variety of subjects to several different types of audiences – employee groups, customers, Boards, and media. Feedback consistently indicated presentations, especially those covering very complex issues, were easy to understand and provided the recipients with the information they needed.
Developed strategy and policies to provide a framework for financial management.
Career Development
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President
2004 – Present
Strategic Innovations, Inc.
Owner and founder of a small consulting business providing strategic planning, project management, facilitation, and technology planning services.
- Deployed Linux server, vTiger CRM with modifications, and Alfresco Enterprise Content Management system.
- Produced annual report for client to distribute to constituents, including information on financial and performance measures.
- Completed development of financial policies and procedures for non-profit client.
- Deploy and maintain web site for client.
- Developed information technology plan for non-profit client.
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Chief Financial Officer
2007 – Present
Durham Housing Authority
Serve as the chief financial officer for a public housing authority.
- Hey, I just started - nothing yet, but check back soon!
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Executive Vice President/Chief Financial Officer
2006
J. Guess & Company, Inc.
"Hands on" chief financial officer for startup consulting business.
- Created expense and travel policies and procedures.
- Implemented accounting system and banking relationships
- Researched and procured telecommunications infrastructure solutions to create virtual office for less than 50% of founder's original projections
- Managed process to implement employee payroll and benefits programs
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Chief Financial Officer/Chief Information Officer
1998 - 2005
Alamance County, North Carolina
Directed management, preparation, accounting, and reporting for $120+ million annual budget. Supervised staff of 10 in finance department and up to 6 business managers. Managed all internal service support functions. Created CIO office and centralized accountability for technology investments throughout organization. Managed up to seven departments comprised of over 150 employees.
- Issued over $53 million in bonds on open market, including refunding bonds to save $3.0 million in interest cost and reduce annual debt service requirements in excess of $300,000.
- Initiated long-term strategic planning process. Project included development of a volunteer citizen board to produce recommendations and strategies for development and investment in the community used by local boards and Chamber of Commerce.
- Created a customer-focused environment for employees leading to receipt of customer service award from local organization in a competition against other local businesses.
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Chief Executive Officer
1995 - 1998
Town of Spencer, North Carolina
Managed overall operation of the organization covering several lines of business. Provided guidance and recommendations to board regarding strategy, investment of resources and improvements. Administered $3 million annual budget and all related finance functions. Leader of 25+ employees in the organization.
- Reorganized planning and enforcement functions to increase compliance activities by three times compared to predecessor.
- Led collaborative project to construct water utility infrastructure. System provided resources for future development of over 2,000 acres of land.
- Guided legal strategy through state Supreme Court level in landmark court case regarding annexation law in North Carolina. Decision protected multi-million dollar investment in high potential growth area.
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Chief Executive Officer
1994 - 1995
Town of Richlands, North Carolina
Supervised all functions and services provided by organization. Administered $800,000 annual budget and related finance activities. Managed 10 employees in the organization.
- Managed construction of a $2 million, 200,000 gallon per day wastewater treatment plant to avoid regulatory action by State and Federal agencies.
- Eliminated $180,000 operating deficit and reduced annual budget by 10% with no loss or reduction of services.
Education and Credentials
Master of Public Administration, Financial Management core – North Carolina State University, 1993
Bachelor of Arts, Political Science – North Carolina State University, 1988
Certifications
- Certified Public Accountant, State of North Carolina
- Certified Associate in Project Management, Project Management Institute
Leadership & Organizations
- Project Management Institute – member
- International Association of Facilitators – member
- NC Association of CPA's – member
- Junior Achievement – volunteer consultant for Company Program
- Alamance Partnership for Children – past Chairman of the Board
- Leadership Alamance Steering Committee – past member, participant
- Alamance County Transportation Authority – secretary/treasurer
- Alamance County Tourism Development Authority – finance officer
- American Red Cross, Alamance-Caswell Chapter – past Board member
- Yadkin-Pee Dee River Basin Association – past secretary
- Spencer Business Association – past secretary
- Spencer Partnership, Inc. - past Board member, founding member
- Richlands Rotary Club – charter member
- Pi Alpha Alpha National Honor Society, NCSU Chapter - past president
