1. Sheila M. Bates
2024 Kapree Court
Winter Haven, FL 33884
Email: sbates9437@yahoo.com
863-651-1101(mobile) 863-318-0035 (home)
Summary
Energetic and spirited leader with more than 20 years of proven operational results. Ability to assess and
execute plans with specific expertise in:
 Strategic Planning  Talent Leadership & Development  Maximized Financial Accountability
 Team Focused Collaborations  Proven Client Service Excellence  Operationally Innovative
H&R Block
District General Manager- Winter Haven/Lakeland, FL 2002- Present
Responsible for the overall growth and operation of 20 H&R Block tax offices with a $5,500,000 P&L & 200+ seasonal associates
 OperationsManagement:
o Partneringwith OperationsCoordinatoronRealEstatematters suchas leaserenewals,improvements&officereadiness
o Collaborating with Office leaders and Marketing Coordinator to arrange local events, continuous focus on
visibility ofoffices and bringing awareness to our offices through tax talks and local marketing
o Control labor spend through proper staffing and scheduling ofassociates
 Change Leadership:
o Led the training, coaching and implementation ofnew software with a 99.5% usage rate vs. company average
of 80+%
o Coached and led implementation of4DX program
 HumanResourceManagement:
o Recruiting,interviewing&trainingstaff of over 200 seasonalassociates
o Highretentionof priorassociatesthroughyear roundinvolvement andcommunication
o Delivering recognition to top performers and consistentcoaching and development
o Training all roles on operational and clientservice responsibilities
 Collaboration:
o Mentoring new District General Managers
o Strategic group planning
RecentAchievements:
 Business Growth –
o Increasedbottom lineprofit by morethan$54,000in 2015
o Year over year revenue growth and positive new clientgrowth
o Consistently top 3 in Region for productsales
 Client Service –
o District ranked in top 10 of300 districts for clientsatisfaction in company 2 years in a row with 80% NPS scores
o 86% overall associate satisfaction score
H&RBlock – Otherrolesheld:  TaxProfessional  OfficeLeader  AdministrativeAssistant/Bookkeeper
Education/Certification/Recognitions
 BachelorsDegree,BusinessAdministration –KeiserUniversity – December2009 (MagnaCum Laude)
 EnrolledAgent – Internal RevenueService
 Peer award for 2013 & 2014 – Award voted on by my peers for outstanding personal contributions to the team