Sales Manager

KELLY H. LEE

Contact Info: Work Address:

Att: Kelly Lee Att: Office Rm. (Kelly Lee)

*** ****** *** **** *. Royal Lane

Plano, TX 75074 Irving, TX 75063

Cell: 201-***-**** Phone: 972-***-****

Email: *****@**********.*** Email: *****.***@******.***

Strategic leader and excellent communicator with over 15 years of experience in the finance field. Proven success in driving projects that have saved the corporation millions in expense and additionally generated millions in incremental revenue. Strong reputation across all departments in delivering above and beyond expectations.

Key Skills

• Financial Analysis & Forecasting

• Advanced Financial Modeling

• Written & Verbal Communication

• M&A Due Diligence

• ROI Analysis

• Market Research & Competitive Analysis

• Creative Solution & Problem Solving

• Process Improvement

• Business Case Creation

• Long Range Planning

• KPI’s

• Capacity Planning

Experience

Aug. 09 FISERV, INC. – Card Services (Debit and Credit Processing), Irving, TX

to Present Finance Director

• Monthly financial reporting and variance analysis to the group. Recommended courses of action in streamlining expense and provided guidance in leveraging capital and resources.

• Partnered with 3rd party consultant in overhauling HR financial system for forecasting, open requisition and termination process. Improved accuracy of headcount forecasting from 75% to 95%.

• Developed a real time financial model that takes pricing, macro-economic trends and industry specific metrics as variables into a monthly revenue and expense forecast for the debit and credit card industry. This model is the current standard that is being used in our annual $500M revenue and $250M expense forecast.

• Prepared financial business plans for key short term and long range initiatives for client segmentation and new product penetration. Many products under my supervision have been mention in quarterly earnings report as key initiatives for the future.

• Wrote an interactive client ROI tool that engaged the customer in working with the sales person in understanding their current portfolio and benefits of signing with Fiserv. This tool is estimated to have generated $1.5M in total contract value

since it was placed in service at the end of 2010 with 3 sales representatives utilizing the tool, full roll out to entire sales force in Q3 of 2011 has since generated an additional $3.0M in sold contracts annually.

• Spearheaded pricing strategy discussion and introduced real time financial workbook process for new deals and renewals to combat price compression yet maintain profitability and margins. This workbook and process has generated over $250M in total contract value the last 5 years.

• M&A valuation experience in 1-2 companies annually. Built pro forma models based on many variables: (ie: assumed operational synergies, leveraged headcount possibilities, incremental revenue opportunities, potential product cannibalism, market penetration, contractual obligations, SLA agreements, vendor analysis etc). Utilized different valuation techniques (ie: DCF/FCF/EVA) to yield a valuation range and purchase price.

• Partnered and worked across all departments of Card Services (Implementations, Technology, Sales, Account Management, Risk Management, Security, Human Resources).

Apr. 03 FISERV, INC. – Card Services (Debit and Credit Processing)

to Aug. 09 Finance Manager

• Deep dive analysis and presentation of performance indicators relating to customer satisfaction, client transaction types and implementation times that highlight trends and anomalies so that results are easily identifiable and actionable by the cost center owner.

• Business case analysis of new product investments for payback periods and ROI of initial spend. Recommendation of “Go/No Go” for the project.

• Lead financial team in determining hardware and software migration options for the next 5 years in efficiently operating online switch and processing platform for 3,500+ clients. Expense and increased revenue opportunities from initiative was $21M annually.

Sep. 01 AT&T Corp. – Business Services (Managed Services), Bridgewater, NJ

to Apr. 03 Associate Finance Manager (High Availability and Security

Services)

• Was a member of AT&T Chief Financial Organization acting as the product financial support contact.

• Controllership responsibility for proper accrual of revenue and expense, adjustments, internal cost transfers and budget variances during reporting cycle.

Education

New York University Stern School of Business, New York, NY

Bachelor of Science

Major: Finance and Marketing

Honors: Honor Roll, Stern School of Business Trustee Scholar

Awards: 2007-2010 Fiserv Service Excellence Award (Top 5% performer within company)

Others: University of Michigan Executive Education Certificate 2001 (M&A and Financial Planning)

AT&T Management Leadership Program Sep. 1999-Sep. 2001

Technical Skills

Expert knowledge of Excel, Proficient in Word, Proficient in PowerPoint, SAP BEX reporting, prior experience with Solomon accounting software, prior experience with Cognos, Planview, Workday.

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