Chief Operating Officer in Kansas City MO Resume David Jamison by DavidJamison2


David Jamison is an innovative, customer focused, results-oriented Business Leader with a passion for setting vision and strategy that drive financial success. He has a demonstrated track record leading initiatives and organizations to proactively deliver best-in-class solutions, improve operational performance and efficiency, and ensure highest levels of client satisfaction.

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									                                       DAVID J JAMISON
                                                                                           (816) 914-8069
Kansas City, MO 64155      

Innovative, customer focused, results-oriented Business Leader with a passion for setting vision and
strategy that drive financial success. Demonstrated track record leading initiatives and organizations to
proactively deliver best-in-class solutions, improve operational performance and efficiency, and ensure
highest levels of client satisfaction. Skilled in creating positive team environments, attracting and
retaining staff, and developing associates to exceed expectations. Foster cross-organizational
collaboration to drive continuous improvement, manage change, and mitigate risk. Multiple years of
experience developing and managing revenue and expense budgets to meet aggressive profitability
targets. Skilled in development of business operations models and processes, managing geographically
dispersed organizations and integrating business needs with technology solutions.
Areas of expertise:
    Partnerships / Client Support                           Team Building / Staff Optimization
    Operations Efficiency / Process Improvement             Matrix Management / Enterprise Support
    Growth Strategy / Business Development                  Financial Results / Budgets / Profitability
    Training / Staff Development / Accountability           Business Technology Solution Integration
    Relationship Management                                 Business Operations / Administration

                                PROFESSIONAL EXPERIENCE
FISERV, INC Kansas City, MO                                                                  2011 – Present
Engagement Director – Perform client-facing leader responsibilities and oversee cross-enterprise
solution delivery team with focus on client satisfaction and referrals. Direct and align local business unit
processes to ensure consistency, improve efficiency, contain costs, ensure revenue opportunities and
improve profitability. Coordinate upstream sales activity with implementation team and post-delivery
business operations support to provide cohesive delivery processes.

H&R BLOCK, INC Kansas City, MO                                                                1988 – 2011
Director-National Operations / COO – Tax & Business Services Accounting Division (2003-2011)
Functioning in the role of COO oversee planning, tactical, and strategic direction for Business Operations
and Administration, Finance, Human Resources, IT, and Facilities/Lease activities while providing multi-
unit, multi-territory national operations management team leadership for a 32 market, nationwide
accounting firm and start-up division (TBS-Tax & Business Services) within H&R Block serving closely
held companies. Full P&L budget = $30mm. Profitability 18%. Staff: 14 direct, 450 indirect reports.

    Cultivated top line field office revenue growth from $500,000 to more than $30 million annually
    through acquisitions, local marketing and business development programs, and new products/services
    Partnered with industry leading vendor, managed software solution conversions, and oversee SaaS
    productivity tools program resulting in a $250,000 decrease in annual operating expenses
    Enriched the client experience through delivery of value-add services that increased client retention
    rates from 80% to 90%
    Collaborated with field management and enhanced processes and improved receivables management
    60% through establishment of company-wide standard processes and development of industry best
    Organized cross functional matrix team to create business operations and administration management
    policies and processes that ensured consistency in service delivery, supported nationwide workflow,
    and positioned organization to win $2.4 million client engagement
    Created and monitored organizational performance and financial metrics leading to year-over-year
    profitability growth of 300%
DAVID J JAMISON                                                                                 PAGE 2

Sr. Director-Product Management / Manager-Software Development (2001-2003 & 1992-1997)

Oversee the planning, management, and leadership of proprietary tax preparation product with focus on
product development, annual releases, and support. Fostered a team culture of continuous improvement,
performance accountability, and client centricity to lead a team of product, business, and implementation
analysts, programmers’, Quality and Support staff across the SDLC including requirements, functional
specs, design, custom development, integration, QA/QC testing, and deployment of 50 separate project
tracks. Served as NACTP representative and participated on its State Department of Revenue Standards
Committee. Operating budget = $11mm. Staff: 10 direct, 150 indirect reports.
    In conjunction with 4 National lending partner banks oversee integration of multiple loan products
    used by more than more than 6 million clients to generate $200 million in annual revenue
    Developed release management processes and operational metrics in support of 5000+ annual
    software updates that enabled time to market reductions in each of 6 consecutive years
    Created User Guide documentation and conducted train-the trainer sessions enabling consistent
    nation-wide support to more than 100,000 desktops
    Coordinated event planning for team participation and training sessions at National conventions that
    resulted in conversion of 200 franchise owners to H&R Block proprietary tax preparation software
Program Director, Risk Mitigation (1997-2001)
Partner with Board of Directors, CEO, division presidents, and program managers to formulate, gain
alignment, oversee and execute on program approach for enterprise-wide initiative that ensured
compliance with company standards and regulatory agency requirements. Effectively utilized industry
standard best practices, facilitated technology remediation, developed continuity plans, and managed
end-to-end testing to maintain shareholder confidence. Oversee Program Management Office (PMO) and
conducted business operations/technology audits across 7 lines of business. Operating budget = $6mm.
Staff: 4 direct, 50 matrix reports.
    Influenced participation and coordinated end-to-end testing program and continuity planning between
    IRS, state departments of revenue, and four national lending partner banks
    Created and participated in testimony before the United States House of Representatives Ways and
    Means Committee to ensure IRS compliance with industry association expectations
    Established leadership role through speaking engagements and presentations for industry associations
Manager, Call Center (1989-1992)
Planned, developed, built, managed, and oversee a 150 person, 35-seat client services and business
operations support environment and call center providing 1st, 2nd, and 3rd level tactical operations and
technology guidance to 10,000 company-owned locations and franchisees inter-nationally in the US,
Australia, and Germany. Operating budget = $2mm. Staff: 7 direct, 150 indirect reports.
District Manager (1988-1989)
Accountable for achieving financial results and managing multiple markets, oversee and directed district
network of 23 locations and 300 tax professionals to ensure national office administration, operational,
procedural and compliance guidelines were met while serving 35,000 clients. Planned, coordinated and
managed annual public income tax training school generating annual profit of $90,000. Full P&L budget
= $2mm annual revenue. Growth rate 10%. Profitability 27%. Staff: 23 direct, 350 indirect reports.

Master of Business Administration (MBA), Webster University, Kansas City, MO
Master of Arts (MA) – Computer Resource Management, Webster University, Kansas City, MO
Bachelor of Science (BS) – Business Administration, West Liberty University, West Liberty, WV

                                PROFESSIONAL DEVELOPMENT
Dale Carnegie Effective Communication and Leadership
Purdue University Lean Six Sigma Green Belt

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