Professional Profile of:
P. Mark Lantz (412)
429-8607
rmcalumni@yahoo.com
Linkedin Page:
http://www.linkedin.com/profile/view?id=41226232&trk=tab_pro
Highly experienced executive in Business Development Management, Financial
& Operations Management, provides leadership with proven success in aggressive growth with an emphasis on client retention. As an innovator, Mark is a
highly motivated executive, identifying the objectives and empowering employees
as assets to exceed goals.
Positions held: Sales Director, CFO, Controller, IT
Manager, VP Secretary Treasurer, Business Analyst, Internal Auditor and
Consultant
Skills:
Executive Mgt. , Sales Management, Strategic
Planning, Business Development, Team Leadership, Contract Mgt., Financial Planning, Benefits, Insurance,
Change Management, Recruiting & Training, Financial Reporting, Turn Around Mgt.
Industries: Financial
Services, Manufacturing, IT Services, Non-Profits and Energy
Skills and Accomplishments:
Business Development Management /
Sales Director:
Created new Sales Department – Managed $24 million in
annual revenues
Increased revenues
in excess of 250% in 3 years
Developed and Implemented Marketing Strategies
Investment and Insurance Planning
Recruiting, Training and development - 140 agents in 19
states
Seminars – developed, implemented and conducted
Designed and Created Sales Manuals / Rate books – in
electronic forms for efficiency
Created ‘New Customer Service Awareness Program’, improved Client
Relations
Developed new distribution system / channels with financial
advisors and agents
Instituted new business efficiencies – ‘New Business,
Underwriting and Licensing’ departments
Markets: Corporations and Individuals
Networking Groups: Created Sales / Marketing Directors user
groups
Insurance /
Investments: Life, Health,
Annuities, Property and Casualty, Workmen’s Compensation, Benefits, Pensions
and Investment portfolios
Co-Founded a professional network
organization ‘Competitive Edge’– 150 members
Executive Management / Operations Management:
‘C’ Level / Strategic Planning
‘Executive to the Board of Directors’ - reporting quarterly
Turn around
management – Problem Solver / Change Management
Successfully transitioned troubled
companies, posed for sale, mergers and acquisitions
Aggressive growth
as Team Leader
Operations Lean Management,
upgraded back office policy and procedures
Operations experience
– hands on working with executives, managers and staff members in reviewing and
upgrading workflows and efficiencies
Capital Expenditure
requests – experienced working with management and end-users
Initiated Cost Reduction Programs - $400,000 annually
through elimination of a product line
Consultations with Attorneys, CPAs, Bankers and Vendors
Human Resources –
3 years of related duties held as Controller
Recruiting and Training staff
Contract management
– IT Project management, managing various aspects of contract management
delivery excellence in customer service and retention
CFO / Controller:
Responsibility for Corporate Accounting and Operations
Improved closing processes from 20 to 4 days
Lean Process improvements, posed for 100% growth to $80
million
Ex.: Budget
implementation of 32,000 fields in 1 day, saving over 20 work days
Financial Statement
Responsibilities:
Balance Sheet
analysis, Financial Analysis, Business Analysis, Variance Analysis and Cash
Management / Letters of Credit
Financial
management including full accounting responsibilities, reporting to board
- Budgeting, financial analysis,
forecasting, business analyst and auditing
- Reporting
(external and internal), variance analysis and fixed assets
Budgeting for
multi-locations - formatted in excel with 32,000 fields of data
Capital Project
Budgeting
Cost accounting –
process and job costing
Cost Reduction -
Closed an outdated product line thus saving $400,000/year
Prepared
policies and procedures and staff training
Created user manuals for easier
staff transition and cross training
Federal and state laws research, obtained $50,000 payroll
tax refund
Pension trustee and payroll
responsibilities
Turn-around
management – providing hands on accounting management to resolve and change
organizations to a higher level of accountability, standards in reporting and
training staff members through IT, thus increasing efficiency
Purchasing -
Capital Equipment, Computers and IT Consulting Services
VAR – Valued Added Reseller
Audits of Financials, operations, inventory, policies and
procedures
IT Management skills and
accomplishments:
Management Reports - Designed and implemented new user
friendly reporting for
executive and staff members, increasing efficiency / cost reduction
Developed cost and variance analysis reporting, thus improving
strategic planning in contract negotiations, resulting in growth of new
division
Co-Managed IT Consulting Outsourcing Contracts on CNG
contract, $3,000,000 revenues
Developed User manuals and training
Lean
Management increased workflow efficiencies through IT design
Automated the month-end closing process thus improving
efficiency and reduced
month-end closings by 10 days (15 days to 4 ½ days)
Prepared
policies and procedures, along with staff training
Education:
Robert Morris University,
Pittsburgh, PA - B.S.B.A.
- Accounting major
Duquesne University,
Pittsburgh, PA 2009 - 2010
Executive Certificate in Financial
Planning
Sandler Sales System /
Peak Performance Management, Inc. 2005 – 2006
Select International, Lean Healthcare 2010
Licenses: Life, Health, Accident, Series 6, 7, 63 and
65, Property & Casualty
Community
involvement from 2006 to 2011:
Family Links - Board Member – Finance and Investment
Committees, $20 million budget
Greater Pittsburgh Food Bank - Finance, Pension and
Investment Committees,$9 million budget
