
W. Frank Davis Jr.
Collections Agent

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About me
Work Planning Forecasting Manager
Education

Franklin University
2015 - 2017Master of Business Administration (M.B.A.) Business Administration and Management, General Cum Laude Graduate
Franklin University
2008 - 2011Bachelor of Science (B.S.) BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
La Roche College
2004 - 2006None Business Administration and Management, General
The Ohio State University
2006 - 2007Business Administration and Management, GeneralBusiness management
Experience

Bermex
Aug 2007 - Dec 2009Collections AgentKey Highlights:● Hands-on contracting experience with Fortune 500 companies for collection services to recover revenue and increase profits, including NiSource residential and commercial accounts● Delivery of first-rate customer service as meter reader throughout various cities in Ohio● Preparation of accurate reports detailing completed workload for customers● Communication with business clients on payment status of overdue invoices● Review of all records to identify delinquencies or discrepancies; along with drafting of collection notification letters; and reporting of collection status Show less

NiSource
Jan 2010 - May 2017Key Highlights:● Served as lead technician, handling critical tasks such as identifying leakage, facilitating repairs, and replacing services or portions of mains● Provided strategic leadership training and created team building activities to improve morale and produce a collaborative team environment aimed at continuously improving performance● Enforced accountability in complying with policies and approvals for testing and inspecting service house lines, lighting appliances, and code transfers● Performed preventative maintenance and testing based on system specs● Analyzed processes to find areas of improvement and make recommendations to eliminate issues Show less Key Highlights:● Provided elite-level service by proactively informing customers about test procedures and findings (leaks or issues) while following all safety protocols (shutting gas, reading meters); listened to client requests and determined needs, resulting in high satisfaction ratings● Performed preventative maintenance/service upgrades on communication equipment and innovatively managed complex technical assignments● Responsibility for maintaining line integrity by turning gas off, reading meters, and locating leaks using pressure gauges and gas detection instruments● Interfacing with company customers in the field to identify service needs on equipment and meet their satisfaction● Fulfillment of complex technical assignments by developing new and innovative methods● Employment of industry expertise in carrying out preventive maintenance checks and service on communication equipment Show less Key Highlights:● Managed the company database, tracking contractor performance and invoicing to submit the required information for review by the State Utility Commission● Established initiatives to improve processes and comply with SOX/State Utility Commission requirements● Responsible for project scheduling/compliance, submitting initial calendars to project leaders for review/approval● Handled payroll for service and plant technicians in various departments; collaborated with management to implement changes and solve payroll discrepancy issues● Checking and approval of payroll timesheets for service and plant technicians within multiple areas in the company● Coaching of operation coordinators on job orders within mainframe systems● Organization of schedule and delegation of job orders to assist multiple disciplines within the organization● Execution of in-depth research to prepare and submit reports, as well as to process data requests ● Keen assessment of performance data and other analytic information to enhance capabilities Show less
Field Service Technician
Mar 2014 - May 2017Service Technician
Sept 2012 - Mar 2014Operations Coordinator
Jan 2010 - Sept 2012

National Grid
May 2017 - Jul 2019Field Operations SupervisorKey Accountabilities:● Spearheaded commercial projects, carrying out proper assessment, development, planning, sourcing, and scheduling to ensure project follows specific timelines and financial forecasts● Provided galvanizing leadership to 77 employees while managing daily operations and performance● Executed field assessments to validate the use required PPE, tools, and materials to keep internal and external stakeholders in compliance with the National Grid safety policies● Liaised with other leaders to deliver a timely response to emergencies, including gas leaks, storm restoration, contractor damages, and massive scale outages; collaborates w/ govt. agencies, regulators, and law enforcementKey Accomplishments:● Skillfully handled business and operational hurdles, providing adequate resource allocations and quality service during employee strikes● Contributed to the early completion of the Wynn/Emerald Casino Project, delivering the entire project under the multi-million-dollar budget (including OT and workforce)● Controlled CAPEX/OPEX budgets, providing 2 FY quarters with significant savings by having less than $100K in overtime spend● Conceptualized and deployed safety initiatives, allowing workers to identify and notify risks in real-time, resulting in a significant reduction of reportable injuries w/ only 2 incidents in an entire fiscal year (multiple projects)● Successfully saved over $24K in service callouts for appliance hazards (Red Tag notifications)● Enhanced operations and improved the delivery of complex capital projects by implementing new technology to appropriately track deliverables while ensuring compliance with safety and regulatory standards Show less

NiSource
Aug 2019 - nowInitiates the planning, development and implementation of the capital construction and operations work plans and budgets in support of Capital Construction and Distribution Operations. Monitors the O&M and capital budget programs to ensure financial and operational goals are realized. Ensures that optimization of work and resource allocation is adequately performed. Obtains baseline historical data required for the development and management of Operating plans and budgets. To facilitate the work forecasting and planning process for Distribution Operations. To provide strategic technical, financial and functional consultation and support.• Work closely new business, scheduling, operations, engineering, procurement, material handling to anticipate the requirements necessary.• Manage financial and operational plans and implements controls necessary to maintaindependable plans.• Manage the preparation of the annual and monthly Capital Work Plan and the translation of the operations plans into Capital budgets.• Ensure ongoing collaborative relationships with key internal operations partners, i.e. Managers, GM's, and VP's.• Financial plans are created and gaps are adequately explained in a timely manner.• Attainment of budgetary and metric goals• Increased recognition and sharing of leading practice opportunities, targeting consistent operating practices across NGD engineering and construction organizations.• Work and resources are effectively prioritized and optimized.• Safe, efficient operations in compliance with all mandated government regulations and Company policies have procedures.• Performance-based culture focused on continuously improving customer satisfaction/metrics.• Define in the achievement of short and long-term business objectives.• Promote the environment for effective internal customer satisfaction and collaboration.• Evaluate and implement workload level and company/contract decisions to enable effective resource allocation. Show less Key Accountabilities• Initiate improvement strategies that drive operational excellence performance. • Lead the implementation of operational excellence program initiatives, including tools, techniques, and training. • Lead the development of performance reporting and dashboards, empowering stakeholders to make data-informed decisions. • Develop executive-level presentations that can be used to communicate performance • Works collaboratively with key stakeholders to understand the needs of the business and develop action plans that support operational excellence. • Leads strategic analysis in key areas to identify trends and provide data-driven insights and actions. • Monitor, measure, and analyze process performance continually to identify data-driven opportunities for improvement. • Continuous evaluation of process, data, and timeline effectiveness to provide recommendations on increasing the effectiveness of results. Key Accomplishment• Continuous Improvement Lead- Apollo Project Material Reduction Initiative task with building and developing KPIs and dashboards related to Material Data Analysis/Process review on all data related to materials to implement cost-saving strategies across the NiSource Footprint.• Developed data analysis through Work-Flow Processes for business initiatives through Microsoft Forms and Power-Automation Workflow Integration.• Utilize effective communication processes and project tools (Excel, Tableau, Cognos, Power BI) to disseminate relevant and cost-benefit analysis and perform breakdowns of cost to enhance business decision-making.• Developed Process Mapping and Process Improvement Strategy through requirement gatherings workshops and action item recommendations. (New Business, Service line, Fusion Equipment, Apollo-Materials).• Capitalization audit report reviews on all job orders across the NiSource footprint to maintain budget alignment between Capital (CAPEX) and Operations & Maintenance (OPEX) Show less Key Accountabilities:● Partners with operations management to identify training needs and develop content/materials to provide a practical in-field experience for all employees; educates personnel in overall Plant function and integrates on-site training, hands-on practice, and simulation to maximize learning outcomes● Champions safety-related practices to ensure the success of the employee safety program and provide a secure operations environment● Provided vital support key contributor in delivering 1MM project deploying Next Generation Performance Support Tool for Field Employees (company-wide). Key Accomplishments:● Established a performance evaluation database to help management identify employee performance, revealing what team members were passing/failing tasks while providing details to develop improvement initiatives Show less
Work Planning Forecasting Manager
Jul 2023 - nowSenior Operations Excellence Specialist
Jul 2021 - Jul 2023Technical trainer II
Aug 2019 - Jun 2021
Licenses & Certifications

Lean Six Sigma Green Belt Certification
Purdue UniversityMay 2022
OSHA 30 Outreach Training Program
360training.comJun 2019
IT Information Library Foundations Certification (ITIL) 4th Edition
AXELOS Global Best PracticeJan 2022- View certificate

Certified ScrumMaster (CSM)
Scrum AllianceApr 2021 
Project Management Professional (PMP)
Project Management InstituteJan 2020
Honors & Awards
- Awarded to W. Frank Davis Jr.Gold Award Kristen Desousa Aug 2018 MA ERT REMEDIATION In recognition of your outstanding performance and leadership during the MA ERT REMEDIATION efforts, I want to thank you for all your hard work and for what you do for our customers every day. I realize this presented a significant increase in workload and I am so proud of how this team responded; it is truly an example of what a great team we have. Another example of how we "Bring Energt to Life". On behald of the MA JDx team a super big THANK YOU!
- Awarded to W. Frank Davis Jr.GOLD AWARD Kevin Mahoney Nov 2017 On behalf of our customers and CMS leadership, your individual and group efforts have demonstrated extraordinary effort and determination above and beyond the normal call of duty. The recent back to back winter weather events impacted hundreds of thousands of our customers. Your demonstration of commitment to Safety and Restoration and the Wires Down process speaks volumes. The significant amount of time invest during these events is greatly appreciated, and recognized that it also time spent… Show more On behalf of our customers and CMS leadership, your individual and group efforts have demonstrated extraordinary effort and determination above and beyond the normal call of duty. The recent back to back winter weather events impacted hundreds of thousands of our customers. Your demonstration of commitment to Safety and Restoration and the Wires Down process speaks volumes. The significant amount of time invest during these events is greatly appreciated, and recognized that it also time spent away from family. Please accept the gratitude of CMS VP Fred Amaral, CMS Directors Chris Gibb, Gary Bennett, and Kevin Mahoney, and CMS Managers Mark Correia and Joe Curley in recognition of your contributions. Thank you Show less
Volunteer Experience
Deliver meals
Issued by LifeCare Alliance on Jan 2011
Associated with W. Frank Davis Jr.
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