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