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Financial Planning &

New York, New York, United States
September 21, 2018

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Lee Jung 203-***-****


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


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


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


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

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