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PAUL J. KELLER, CPA, MBA

Grapevine, Texas 76051                                                                             214-914-4218
pjkeller@verizon.net                                                           http://www.linkedin.com/in/pjkeller


                                    SUMMARY OF QUALIFICATIONS
Performance Management                        Financial Reporting                      Planning and Analysis
Due Diligence                                 Process Improvement                      Financial Modeling
Cash Flow Management                          Treasury Management                      Profitability Analysis
Mergers and Acquisitions                      Contract Negotiations                    System Implementation
Private Equity / Bank Financing               Risk Management                          Big 4 Public Accounting

                                            WORK EXPERIENCE
PROTOCOL GLOBAL SOLUTIONS – Bayside / H.I.G. Portfolio Company, Sarasota, FL                           2009-2011
Global BPO / call center solutions company with revenues of $70 million.
Executive Vice President, Chief Financial Officer (2009 – 2011)
   Partnered with CEO and private equity owners to achieve successful sale of company
   Negotiated working capital settlement and managed post-close transition services billing for $20M business unit
    sale.
   Tripled EBITDA from 2009 to 2010 and 6X increase projected for 2011.
   Partnered with CEO to sell non-strategic business unit for 4X EBITDA.
   Successfully negotiated through tight liquidity situation. Results included two successful amendments to the
    credit facility and a 6X increase in availability.
   Partnered with Sales and Operations to improve client acquisition process including enhanced controls over
    prospect-to-contract process.
   Restructured Finance department to yield 30% savings in personnel costs while maintaining service levels.
   Teamed with Operations and Business Intelligence to develop/enhance real-time dashboard reports
    incorporating operational and financial metrics.

CRESCENT REAL ESTATE, Fort Worth, TX                                                                   2005-2009
Real estate management and development company with assets of $4 billion.
Director Planning and Reporting (2007-2009), Director Planning and Analysis (2005-2007)
   Established a new financial planning and analysis group focused on improving the planning process, customer
    service and communication with internal partners.
   Developed and analyzed consolidated budgets for office properties, hotels and developments.
   Reviewed financial performance and determined cash needs by preparing multi-year income statements,
    balance sheets and cash flow models.
   Streamlined the planning process and enhanced controls over forecast preparation.
   Consolidated budgets and forecasts for 30 million square feet of commercial office properties utilizing Argus
    Asset Management (Dyna), Argus Valuation-DCF, Excel and Cognos.

AEGIS COMMUNICATIONS GROUP, INC, Irving, TX                                                            2000-2005
International business services company providing business                   process outsourcing,       customer
service/sales and marketing services with revenues of $280 million.
Consultant, Finance & Operations (2004 – 2005), Senior Vice President Finance (2003 - 2004), Vice
President Revenue Quality (2001-2003), Vice President Financial Planning (2000-2001)
   Developed cost reduction initiatives yielding $6.0 million in annual savings. Implemented cash management
    initiatives during critical restructuring period to provide required working capital.
   Key contributor in $28 million investment by Deutsche Bank and Essar Group. Compiled data room, prepared
    key financial projections, coordinated due diligence efforts and assisted in closing process.
PAUL J. KELLER, CPA, MBA                                  Page 2


AEGIS COMMUNICATIONS GROUP, INC (continued)

   Actively teamed with Controllership group on SEC reporting, monthly financial analysis and accounting/
    internal control recommendations.
   Secured a $25 million credit facility with Wells Fargo Foothill. Collaborated with CFO regarding negotiation of
    terms and legal documents, coordinated due diligence and established ongoing reporting/compliance process.
   Negotiated contract and pricing terms for new engagements. Teamed with SVP Operations on proposal,
    pricing and contract for a signed client engagement worth $9 million annually.
   Implemented new planning process to focus management on key business drivers, strategic decisions and
    significant operating levers utilizing Hyperion Essbase.
   Created policies and procedures in support of the revenue cycle resulting in: 1) improved controls over pricing
    and contracts, 2) enhanced billing accuracy and timeliness, and 3) more structured monthly revenue close.
    First year results included a 27% reduction in days sales outstanding and a 66% point improvement in billed
    versus accrued revenue.
   Implemented discipline into collection and cash management efforts resulting in a $37 million reduction in
    revolver and over $2.2 million in interest savings.

TELESERVICE RESOURCES – Division of American Airline/AMR Corp, Ft. Worth, TX         1996-1999
International business services company providing customer service, reservations and sales with
revenues of $146 million.
Vice President and CFO (1996-1999), Director Financial Planning and CFO (1996)
   Played a key role in the successful sale of company and led the financial transition to new ownership.
    Improved cash management controls, significantly reduced costs, and implemented new general ledger (Great
    Plains) and payroll systems (Cyborg).
   Significantly improved the focus on strategic business issues by streamlining the annual financial planning
    process and implementing financial statements by client/location/business unit in Hyperion TM1.
   Reduced financial and contractual risks by directing paralegal staff to implement standardized contracts,
    enhance approval processes and eliminate unfavorable terms.
   Coordinated the successful sublease of closed call center facility to turn potential loss into a financial gain.
   Reduced billing cycle time 50% and improved collections by implementing automated billing system.
   Resolved accounts receivable issue by investigating and reconciling customer account balances. Established
    new controls, reduced write-offs and achieved a 50% reduction in aged accounts receivable.
   Directed staff of 15 professionals with responsibility for financial planning, accounting, legal, pricing, payroll and
    financial reporting.

BURLINGTON NORTHERN SANTA FE CORPORATION, Fort Worth, TX                                                     1990-1996
National transportation (railroad) company with revenues of $4.7 billion.
Manager Planning - Consumer Goods (1995-1996), Manager Corporate Planning (1994-1995)
Manager Planning - Information Systems Services, (1993-1994), Sr. Analyst (1990-1993)


DELOITTE & TOUCHE LLP, Minneapolis, MN                                                                       1986-1989
Big 4 international public accounting firm.

                            EDUCATION / CERTIFICATION / AFFILIATIONS

CPA, Certified Public Accountant, Licensed in North Dakota
MBA, Management Information Systems, University of Minnesota, Minneapolis, MN
BS, Computer Science, University of North Dakota, Grand Forks, ND
BBA, Accounting, University of North Dakota, Grand Forks, ND
FEI, Financial Executives International
AICPA, American Institute of Certified Public Accountants

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Keller Paul J Resume

  • 1. PAUL J. KELLER, CPA, MBA Grapevine, Texas 76051 214-914-4218 pjkeller@verizon.net http://www.linkedin.com/in/pjkeller SUMMARY OF QUALIFICATIONS Performance Management Financial Reporting Planning and Analysis Due Diligence Process Improvement Financial Modeling Cash Flow Management Treasury Management Profitability Analysis Mergers and Acquisitions Contract Negotiations System Implementation Private Equity / Bank Financing Risk Management Big 4 Public Accounting WORK EXPERIENCE PROTOCOL GLOBAL SOLUTIONS – Bayside / H.I.G. Portfolio Company, Sarasota, FL 2009-2011 Global BPO / call center solutions company with revenues of $70 million. Executive Vice President, Chief Financial Officer (2009 – 2011)  Partnered with CEO and private equity owners to achieve successful sale of company  Negotiated working capital settlement and managed post-close transition services billing for $20M business unit sale.  Tripled EBITDA from 2009 to 2010 and 6X increase projected for 2011.  Partnered with CEO to sell non-strategic business unit for 4X EBITDA.  Successfully negotiated through tight liquidity situation. Results included two successful amendments to the credit facility and a 6X increase in availability.  Partnered with Sales and Operations to improve client acquisition process including enhanced controls over prospect-to-contract process.  Restructured Finance department to yield 30% savings in personnel costs while maintaining service levels.  Teamed with Operations and Business Intelligence to develop/enhance real-time dashboard reports incorporating operational and financial metrics. CRESCENT REAL ESTATE, Fort Worth, TX 2005-2009 Real estate management and development company with assets of $4 billion. Director Planning and Reporting (2007-2009), Director Planning and Analysis (2005-2007)  Established a new financial planning and analysis group focused on improving the planning process, customer service and communication with internal partners.  Developed and analyzed consolidated budgets for office properties, hotels and developments.  Reviewed financial performance and determined cash needs by preparing multi-year income statements, balance sheets and cash flow models.  Streamlined the planning process and enhanced controls over forecast preparation.  Consolidated budgets and forecasts for 30 million square feet of commercial office properties utilizing Argus Asset Management (Dyna), Argus Valuation-DCF, Excel and Cognos. AEGIS COMMUNICATIONS GROUP, INC, Irving, TX 2000-2005 International business services company providing business process outsourcing, customer service/sales and marketing services with revenues of $280 million. Consultant, Finance & Operations (2004 – 2005), Senior Vice President Finance (2003 - 2004), Vice President Revenue Quality (2001-2003), Vice President Financial Planning (2000-2001)  Developed cost reduction initiatives yielding $6.0 million in annual savings. Implemented cash management initiatives during critical restructuring period to provide required working capital.  Key contributor in $28 million investment by Deutsche Bank and Essar Group. Compiled data room, prepared key financial projections, coordinated due diligence efforts and assisted in closing process.
  • 2. PAUL J. KELLER, CPA, MBA Page 2 AEGIS COMMUNICATIONS GROUP, INC (continued)  Actively teamed with Controllership group on SEC reporting, monthly financial analysis and accounting/ internal control recommendations.  Secured a $25 million credit facility with Wells Fargo Foothill. Collaborated with CFO regarding negotiation of terms and legal documents, coordinated due diligence and established ongoing reporting/compliance process.  Negotiated contract and pricing terms for new engagements. Teamed with SVP Operations on proposal, pricing and contract for a signed client engagement worth $9 million annually.  Implemented new planning process to focus management on key business drivers, strategic decisions and significant operating levers utilizing Hyperion Essbase.  Created policies and procedures in support of the revenue cycle resulting in: 1) improved controls over pricing and contracts, 2) enhanced billing accuracy and timeliness, and 3) more structured monthly revenue close. First year results included a 27% reduction in days sales outstanding and a 66% point improvement in billed versus accrued revenue.  Implemented discipline into collection and cash management efforts resulting in a $37 million reduction in revolver and over $2.2 million in interest savings. TELESERVICE RESOURCES – Division of American Airline/AMR Corp, Ft. Worth, TX 1996-1999 International business services company providing customer service, reservations and sales with revenues of $146 million. Vice President and CFO (1996-1999), Director Financial Planning and CFO (1996)  Played a key role in the successful sale of company and led the financial transition to new ownership. Improved cash management controls, significantly reduced costs, and implemented new general ledger (Great Plains) and payroll systems (Cyborg).  Significantly improved the focus on strategic business issues by streamlining the annual financial planning process and implementing financial statements by client/location/business unit in Hyperion TM1.  Reduced financial and contractual risks by directing paralegal staff to implement standardized contracts, enhance approval processes and eliminate unfavorable terms.  Coordinated the successful sublease of closed call center facility to turn potential loss into a financial gain.  Reduced billing cycle time 50% and improved collections by implementing automated billing system.  Resolved accounts receivable issue by investigating and reconciling customer account balances. Established new controls, reduced write-offs and achieved a 50% reduction in aged accounts receivable.  Directed staff of 15 professionals with responsibility for financial planning, accounting, legal, pricing, payroll and financial reporting. BURLINGTON NORTHERN SANTA FE CORPORATION, Fort Worth, TX 1990-1996 National transportation (railroad) company with revenues of $4.7 billion. Manager Planning - Consumer Goods (1995-1996), Manager Corporate Planning (1994-1995) Manager Planning - Information Systems Services, (1993-1994), Sr. Analyst (1990-1993) DELOITTE & TOUCHE LLP, Minneapolis, MN 1986-1989 Big 4 international public accounting firm. EDUCATION / CERTIFICATION / AFFILIATIONS CPA, Certified Public Accountant, Licensed in North Dakota MBA, Management Information Systems, University of Minnesota, Minneapolis, MN BS, Computer Science, University of North Dakota, Grand Forks, ND BBA, Accounting, University of North Dakota, Grand Forks, ND FEI, Financial Executives International AICPA, American Institute of Certified Public Accountants