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Financial Planning &

Location:
New York, New York, United States
Posted:
September 21, 2018

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Resume:

Lee Jung

Linkedin.com/in/mljung ac64r2@r.postjobfree.com 203-***-****

SUMMARY

Finance leader with proven success helping executives manage financial objectives. Leads the oversight of expense management and budgeting and drives process change. Builds strong cross-functional relationships to establish trust and open communication across all organizational levels. A reputation for establishing performance metrics within finance, marketing, and sales while developing efficient budgets, planning and forecasting processes. Core Competencies

• Financial Planning

• Forecasting

• Problem-Solving

• Process Improvement

• Budgeting

• Financial Analysis

• Financial Modeling

• Metrics & Reports

• Project Management

• Strategic Planning

• KPI & Dashboard

• Data Analytics

BI & CRM Tools

Excel, Word, PowerPoint, Hyperion Essbase, QMF/SQL, SAP, QlikView, Salesforce, Marketo, Aprimo, Allocadia Certification

Passed all four parts of the CPA examination

PROFESSIONAL EXPERIENCE

CA TECHNOLOGIES, New York, NY 2014 – 2017

Senior Director, Finance Operations

Managed $100M+ global marketing budget and owned the global marketing planning and expense budget system

• Redesigned data model of the web-based marketing planning and budgeting system to improve data collection, drive ROI and demand generation, and benchmark investment against software industry

• Maximized expense investment and managed spending projects, resulted in a brand consideration increase of 5 points and an annual budget increase of 12%, while other business units sustained budget cuts

• Collaborated with marketing executives, business partner sales executives and technology team to develop an annual operating budget

• Developed and operationalized an expense forecast process to improve forecast accuracy (95%-99%)

• Reviewed monthly & quarterly expense performance, including variance analysis

• Managed year-end closing including year-end invoices, accruals, and FX rate updates

• Maintained compliance database and audited processes BLOOMBERG L.P., New York, NY 2013 – 2014

Finance Manager

Managed the $30M global marketing OPEX and CAPEX budget

• Managed and optimized monthly marketing forecasting and annual planning processes, including operating expense (OPEX), capital expense (CAPEX) and headcount, resulting in 99% accuracy and zero reduction in annual budget

• Developed quarterly operational performance reports for the chief marketing officer (CMO) and board members in collaboration with key marketing leaders

• Gathered system requirements and partnered with technology team to develop automated, comprehensive marketing planning, budgeting and forecasting systems with KPIs Lee Jung Page 2

203-***-**** ac64r2@r.postjobfree.com

GLOBAL EMPLOYMENT SOLUTIONS, Somers, NY 2010 – 2013 Global Marketing Operations Consultant at IBM

Advised and consulted with IBM marketing management and sales operations to develop and execute marketing KPI reports for a $15B business unit

• Identified and recommended marketing action plans to improve win rates, resulted in achieving 4% revenue growth objective

• Advised and guided the global operations team to design and build analytical tools and weekly executive performance reports

IBM – Global Sales & Distribution, Armonk, NY 2006 - 2010 Program Director, General Business Sales Operations Owned and led weekly global sales cadence for IBM General Manager and his SVP/VP, a $30B organization

• Achieved 3% annual revenue and contract signings growth by implementing and refining sales execution management system which enabled proactive decision making

• Set weekly meeting agenda and selected topics for executive discussion and actions

• Analyzed and reviewed sales execution issues to improve business performance. Met sales objectives through disciplined and rigorous analysis of pipeline opportunities and sales cycle progression IBM – Systems & Technology Group, Somers, NY 2001 – 2006 Program Director, Lead Management

Co-founded the IBM Lead Management Process and developed new KPIs that promoted and improved marketing and sales lead generation

• Achieved revenue growth aim of 5% per year, over 6 years by implementing a new lead management system and refining sales execution processes that increased sales leads

• Developed industry best of breed sales lead management forecasting model, incorporated revenue objectives, Global Market Value (GMV), channel revenue, routes-to-market and marketing plans

• Analyzed and reviewed lead pipeline trends and variances, win/loss and revenue yields, KPIs and recommended actions that aimed to increase sales opportunities IBM – Systems & Technology Group, Somers, NY 1999 - 2001 Integrated Marketing Communications – Finance Manager Coordinated and directed System & Technology marketing program spending Quarterly Release Process, including analyzing cost-benefit of marketing expenses & resources, saving $10M

• Managed operational activities and execution of Integrated Magic Box Campaign, including negotiated corporate advertising and Intel Co-Marketing funding, and tracked Brand Image Study

• Developed measurements and processes to analyze campaign effectiveness

• Managed departmental budget and operations including headcount, marketing expense projection, annual planning process, purchase orders, and HR processes IBM – North American Sales & Distribution, White Plains, NY 1997 – 1999 Advisory Financial Analyst (FP&A), Direct Marketing Business Operations Managed $40M direct marketing budget; advised management on business and financial issues

• Structured financial packages and negotiated business opportunities for North America Direct Marketing

• Resolved 1998 budgetary challenges of $16M resulting in increased resource requirement EDUCATION AND CERTIFICATION

Baruch College, City University of New York, New York, NY BBA, Accountancy, Cum Laude

Beta Alpha Psi, Dean’s list

OTHER

Yacht Racing – competed in Rolex Cup, Off-shore One Design (NOOD), and Mount Gay BVI races



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