Jeff Underwood has over 30 years of experience in finance roles for mass retail and service industries. He has led finance teams and implemented SAP systems. Most recently, he has served in senior director and vice president roles at Walmart, leading forecasting, planning, and store operations support. He also has international experience coordinating finance functions in the UK and Germany.
Goal setting is a critical exercise for sales professionals; without goals, we would just float along aimlessly. Goal setting allows us to be proactive, instead of just being reactive. We've all had days where we just seem to leap from one crisis to another, but we know that it's not a preferred modus operandi.
We hope that you find the B2B Sales Goals Worksheet useful and we wish you a great and prosperous sales year!
Goal setting is a critical exercise for sales professionals; without goals, we would just float along aimlessly. Goal setting allows us to be proactive, instead of just being reactive. We've all had days where we just seem to leap from one crisis to another, but we know that it's not a preferred modus operandi.
We hope that you find the B2B Sales Goals Worksheet useful and we wish you a great and prosperous sales year!
1. Jeff Underwood
3651 Monte Vallo Mnr (479) 619-6554 cell
Fayetteville, AR 72764 jhog1985@sbcglobal.net
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Career Summary
Financial leader and CPA with over 30 years of experience in mass retail, service industries and public accounting
with skills in process and profitability improvement, strategic and operational planning, risk assessment and
abatement, SEC reporting, international finance and large scale project management. Leader with a track record of
building, leading and working on cross-functional teams, employee talent development, and business partnership.
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Professional Experience
Wal-Mart Stores, Inc. (Bentonville, Arkansas) 1994 – Present
Senior Director and Vice President of Finance (various roles) 2006 – Present
Partnered with Executive leaders responsible for store and Sam’s club operations to deliver company goals
and objectives.
Led field-based and home office finance teams.
Led forecasting, planning, and analysis to improve store profitability and performance.
Recruited regional finance directors and jointly developed the role which was new to the organization.
Coordination with compensation teamon incentive metrics, measurement, and approval.
Led a cross functional team of finance, accounting, and process associates and consultants to implement
SAP core financial and enterprise asset management modules in the United States, Canada, and Puerto
Rico.
International Finance Senior Director and Director (various roles) 1999 –2006
Financial coordination and liaison with the senior leadership teams in UK and Germany.
Led international forecasting, planning, and analysis coordinating with country finance teams.
Coordination of strategic and annual operating planning.
Expatriate working with subsidiary teamin Leeds, England shortly after the acquisition of ASDA
Led shared services teamand served as interim audit director at ASDA
Assistant Controller / Accounting Manager 1994 –1999
Preparation of financial information for quarterly and annual SEC filings.
Preparation of monthly and quarterly sales and earnings releases and internal executive reporting.
Environmental Systems, Co. (El Dorado, Arkansas) 1990–1994
Erwin and Company CPAs (Little Rock, Arkansas) 1989 – 1990
EY formerly Ernst & Young (Little Rock, Arkansas) 1985 – 1989
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Education and Accreditation
University of Arkansas (Fayetteville, Arkansas) BSBA Accounting with honors 1985
Certified Public Accountant (Inactive) 1985
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Community Service and Involvement
Westark Area Council Boy Scouts of America 2009 - present
First United Methodist Church (Bentonville, Arkansas) 1994 - 2012
U6 and U7 soccer coach 2002 – 2003
Various service projects supporting the community 1994 - present
References available upon request.