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Jason Florea

Sr Director, Advisory & Transformation @Performance Improvement Partners Pip

El Paso, TX, US
EMAILS
j••••••@pipartners.com
MOBILE NUMBERS
+16•••••••55

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WORK HISTORY

Sep 2021 — Present

Sr Director, Advisory & Transformation @Performance Improvement Partners Pip

El Paso, TX, US

I create value for Private Equity clients and their portfolio companies through the application of technology. I do this through understanding our clients\' investment hypothesis and then enhancing it through transforming operations, insight generation, customer acquisition and sales, customer service, risk mitigation, and shifting lower-middle market businesses from \"founder-hero\" mindsets to \"business process, data, and enterprise systems\" strategies that allow companies to transition from <$75M to $250M+ businesses. I do this across the PE investment lifecycle, from pre-deal through acquisition through growth phase to exit, helping PE clients at each stage maximize EBITDA and port-co value.

EDUCATION

N/A

The Ohio State University

Economics & Computer Science

N/A

Franklin University

Bachelor of Science - BS

N/A

Miami University

Marketing

N/A

Franklin University

MBA

SKILLS

InfusionsoftCrmBusiness TransformationStrategyChange ManagementMulti-Channel MarketingProfessional ServicesBusiness IntelligenceMarketing ManagementAnalyticsProject Portfolio ManagementManagementVendor ManagementLeadershipPeople DevelopmentSales EnablementIT StrategyStrategic PlanningIT ManagementMarket ResearchCross-Functional Team LeadershipOutsourcingMarketing StrategyPrivate CloudBusiness ProcessAccount ManagementBusiness PlanningManagement ConsultingBusiness Process DesignSalesBusiness Process ImprovementBusiness DevelopmentProject ManagementEnterprise ArchitectureCloud ComputingEnterprise SoftwareEcosystem ManagementDigital MarketingPre-SalesConsulting

ABOUT JASON FLOREA

Contact me at j•••••••@gmail.com. I love to make a huge impact on growing companies! I am a value creation specialist with a technology strategy and consulting background. I started my consulting career serving Fortune 250 clients while working at Accenture, EMC, and Unisys, but now love serving Private Equity and their lower-middle-market portfolio companies. I am a skilled strategist and solution architect with 20+ years experience envisioning, estimating, and realizing new value for clients. My areas of strength and experience creating value: 1. Value Creation Strategy and Transformation Roadmaps (including AI, Data, Systems, Infrastructure, & Cybersecurity areas) 2. Complex M&A: IT Due Diligence (Pre- and Post-LOI), IT Carve-outs, and IT Merger Integrations 3. Rapid IT/Business Assessments (Order-to-Cash, Procure-to-Pay, Reporting & Insights, ERP & Operational Efficiency Reviews, Cost Reduction) 4. IT Cost Reductions & Optimizations 5. Value Realizations through Technology Implementation (ERP, CRM, Data Lakes, M365, Custom Software Development) KEYWORDS: Value creation, private equity, Christian, Texas, consultant, CIO, Chief Information Officer, Chief Technology Officer, CTO, practice leader, IT Strategy, Business Strategy, Carve outs, Mergers & Acquisitions, Merger Integrations, Enterprise Resource Planning, ERP, Customer Relationship Management, CRM, Microsoft, MS Dynamics, Business Central, Oracle NetSuite, Sage, Epicor, Infor, IFS, Salesforce, Hub Spot, Epic, Smart Sheets, SAP, Acumatica, Marketing Automation, Practice Management Systems, Revenue Cycle Management, Electronic Health Records, Healthcare, Manufacturing, Industrials, Retail & Distribution, Supply Chain, Business Services, B2B, B2C, B2B2C, Infrastructure, Utilities, Media, High-Tech, Electronics, Communications, Oil & Gas, Liquefied Natural Gas, LNG, Financial Services.

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