David S. Klein
** ********** ****, **********, **, 07960
*********@*********.*** 201-***-****
SUMMARY
Highly accomplished finance professional with a history of implementing
effective processes and strategies to create, improve, and streamline
analytical tools to enhance financial and operational analysis. Results-
oriented, decisive leader with proven success in building strong cross-
functional teams, leading large projects, evaluating enterprise cash flow
models, fostering process improvements and developing company-wide
forecasts and variance analysis.
EXPERIENCE
NRG ENERGY Princeton, NJ
Manager, Financial Planning and Analysis 2005 - 2013
. Managed $2 billion EBITDA budget (5-year budget), forecasting and
internal financial reporting.
. Created monthly Flash Report and Management Report for distribution to
Senior Management which highlighted and analyzed financial, operational
(KPI), and market conditions driving business on a monthly, quarterly,
and year-to-date basis. This report's timely analysis improved Senior
Management's ability to provide the 10Q and earnings calls 15 days
earlier.
. Project Manager for the implementation and development of SAP
(BPC/OutlookSoft) software - a budget and analytical reporting tool.
Delivered project ahead of schedule. Designed the functionality of
system to convert technical energy production generation models into
financial data for the purpose of forecasting and reporting analysis.
. Introduced company wide Contribution Margins and Adjusted EBITDA
statements in order to improve analytical clarity on product
profitability and derivative accounting. Meaningfully increased the
depth of analytics by instituting regional price/volume analysis.
. Provided financial analysis, earnings call scripts and press releases
for CFO.
Manager, Strategy and M&A
. Served as lead Project Manager on strategic M&A transactions for company.
Coordinated with third party, supervised 20-30 member cross functional
due diligence team, managed project budgets, timeline, enterprise
valuation model and sensitivity analysis, and presentations to Executive
Management for deal approval. Successful M&A transactions include:
- 3 acquisitions with an accumulated enterprise value of $174 million,
annually contributing over $35 million of EBITDA to the company.
- $174 million sale of NRG's 42% minority interest in a German coal-
fired power plant.
. Supported the creation of Energy Technology Ventures, a $300 million
joint venture fund with GE Capital and ConocoPhillips for investment in
emerging and innovative energy technology.
Manager, Investor Relations
. Critical participant in NRG's successful hostile takeover defense from
Exelon Corp. Held significant responsibility for retaining shareholder
support, despite stock price fall as a result of the economic downturn,
by demonstrating how NRG's management and strategic platform were
greatly more valuable as a stand-alone entity. These efforts resulted
in shareholder vote to reject the hostile bid by a 3 to 1 margin.
. Developed an investor outreach program in order to attract new
investors to NRG. Efforts generated over 20 million shares of new
investments in NRG's common stock from fund managers and private
investors.
. Managed daily operations of Investor Relations including skillful
messaging and market response to investors, potential investors, and
sell side analysts on topics relating to: Financial and operational
results, treasury and risk functions, accounting treatment, fuel
hedging and commodity trading, regulatory and environmental impacts,
and company growth strategies and initiatives.
. Influenced dozens of favorable sell side equity coverage reviews and
influenced three sell side equity analyst to select NRG as the top pick
in the merchant energy space.
PSEG Newark, NJ
Supervisor - Financial Reporting and Analysis 2000 - 2005
. Delivered Report to Management book and presentation to the Board of
Directors and Executive Officer Group including business unit
performance and analysis of monthly results and key performance
indicators and trends. Reorganized and improved the Report to
Management to make it illustratively more sophisticated and user
friendly.
. Improved and streamlined PSEG Power's management reporting with the
creation of more robust modeling. Developed and implemented a PSEG
Power Margin Package used in monthly executive management meetings.
. Prepared and issued competitive industry analysis using FACTSET and
other public financial data to benchmark specific areas of corporate
financial performance for use by the CEO, CFO, Investor Relations and
executive teams throughout the organization.
CHAMPION MORTGAGE Parsippany, NJ
Manager, Planning & Business Analysis 1998 - 2000
. Created Financial Planning Department - Implemented previously
nonexistent planning function.
. Transformed Senior Management planning concepts into functional Excel
models, generating detailed P&L and cash flow projections.
. Managed the Human Resource capacity Analysis Program - measured
departmental efficiency and justified staffing projections to minimize
over-staffing during seasonal trends.
. Completed ad-hoc projects and presentations to Senior Management,
including industry benchmarking, efficiency analysis, and future
sensitivity scenarios to investigate impact on corporate profitability.
RESIDUE RECYCLING Morristown, NJ
Owner - Plastic Recycling Broker 1996 - 1998
. Created brokerage business for the recycling of plastics and foam.
TOYS "R" US
Rochelle Park, NJ
International Corporate Accountant 1994 -
1996
DELOITTE & TOUCHE Parsippany,
NJ
Senior Auditor
1992 - 1994
EDUCATION
Tulane University, A.B. Freeman School of Business
Bachelor of Science in Management, May 1992; Concentration - Accounting
TECHNICAL SKILLS
Expertise in PowerPoint, Excel, BPC (SAP), SNL, Intralinks.
Familiarity with FACTSET and Bloomberg