Sales Management

MARVIN SIMS, CPA

E-mail: *********@*****.***

* ******** ****** * Scarsdale, NY 10583 * 347-***-****

PROFESSIONAL SUMMARY

Business-savvy senior executive with Big 4 public accounting background and

experience in all facets of financial management, strategic pricing and

revenue management. Successful at leading cross-functional teams, managing

transformational process improvement initiatives and implementing

performance-based operational metrics, resulting in revenue growth and cost

savings. Problem solver with a talent for simplifying complex issues,

viewing business holistically and repositioning business strategies to

maximize financial goals. Highly-skilled at negotiating complex

transactions and a proven leader adept at building high-performing teams

and effective communication.

SELECTED ACCOMPLISHMENTS

. Spearheaded the sales and pricing transformation, resulting in $36M of

incremental recurring revenue by implementing standard pricing, creating a

methodology for defining standard global product set and developing

negotiating strategies and standard value-selling playbooks for new deals

and contract resigns

. Implemented strategy to foster strategic sales growth and competitive

advantage wins, spearheaded restructuring of sales incentive plan and

instituted standard pricing and new sales process driving a 40% grow in

revenues

. Engineered strategic business turnaround and transitioned business from a

single production site with $9M in annual revenue and annual losses $3.5M

to a profitable multi-site company with annual revenues over $100M, by re-

engineering business process, pricing strategies and successfully

integrating the fulfillment and print manufacturing operations

. Led successful turnaround of Retirement Services Unit growing revenues by

32%, significantly improving quality and customer satisfaction, launching

product innovations and upgrading software platform

. During company spin-off, implemented a strategic investor relations

program and communication plan that defined key business metrics, provided

the appropriate business transparency that resulted in the company's stock

price outperforming the Dow and S&P 500 by more than 20% during the 2007

financial crisis

PROFESSIONAL EXPERIENCE

Strategic Pricing and Revenue Enhancement

. Developed comprehensive value-based pricing strategy, standard pricing

and underlying pricing models, resulting in rationalized pricing across

products and client base, and creating a flexible more disciplined

pricing structure to optimized profit and accelerate deal closings

. Created a Global Pricing Center of Excellence and implemented a deal

review governance process, resulting in transforming the pricing function

from a transaction order-taking function to a strategic proactive deal

support function, enabling the business to reduce price quote cycle time

by 50% and increase pricing points by 10-15%

. Developed process for launching new products and designed new governance

process for client resigns providing a more disciplined and proactive

process facilitating revenue optimization

. Designed capacity metric model for Business Processing Outsourcing

services, enabling the company to profitably price the BPO service and

create predictive capacity metrics, ultimately leading the business to a

path of profitability

. Increased margins 16% and created double-digit annual revenue growth by

simplifying product pricing, revamping the sales process and aligning the

sales compensation plan with the company's strategic growth objectives

. Managed and negotiated large complex multi-business unit deals, including

developing and setting target pricing, discounting guidelines, bundling

and negotiation strategies to enhance revenue retention levels for client

resigns and increase velocity of new deals

Financial Planning & Business Management

. Managed all aspects of financial reporting, strategic planning, business

analysis, and partnered with business unit GMs and senior management to

design business and finance strategies to lead corporate turnarounds and

fuel growth

. Built finance organization for newly created division, including

designing a new organizational structure and creating new management

reporting infrastructure, which included implementing flash reporting

process that monitored financial and operational performance on a weekly

basis, resulting in a more proactive management of the business

. Led successful turnaround of underperforming $20M business unit by

upgrading product platform, lowering cost to serve by redesigning

operational workflows and re-negotiating strategic partner alliance deal

. Developed and implemented a new metric-based production business model

that was the catalyst for reorganizing production operations, resulting

in more than $1.0M in annual labor savings

. Restructured strategic alliance agreements and negotiated 3rd party

outsourcing agreements resulting in annual savings of $1.8M, expanded

distribution capabilities and increased delivery speed to end customers

Marvin Sims, CPA

E-mail: *********@*****.***

Page 2

Business Transformation and Process Improvement

. Revamped and simplified the strategic planning process by integrating

product strategy, sales objectives, operating metrics and financial

metrics, and creating linkage with the fundamentals of industry market

sizing and market share analysis, resulting in a clear strategy with

executable initiatives to generate long-term revenue and profit growth

. Spearheaded the turnaround of newly acquired facility and to developed

business strategies for the integration of multiple manufacturing plants,

also resulting in a real-time disaster recovery operating model

. Redesigned platform process resulting in $1.2M in cost saving, improved

service standard turn-time by 40% and created a more efficient load

balance and capacity planning process

. Reduced Data Center cost $2.1M, increased speed to market for IT

projects, and provided true disaster recovery capability for both

production and processing by initiating and completing shared-service

outsourcing plan for IT functions

. Launched spin-off by creating company's first-ever investor relations

infrastructure, included developing communication guidelines and

policies, implementing technology platform for monitoring stock, peer

groups and investor activity, hiring and training staff, and developing

workflow processes to support quarterly earnings quarterly investor

webcast

Relationship Management and Leading Cross-Functional Teams

. Selected by senior management to lead the global strategic pricing and

growth-orientated sales transformation initiative

. Developed and maintained complex relationships with institutional

investors and analysts, and designed targeting and acquisition programs

for adding new analysts and shareholders

. Led Investor Relations function during the spin-off and initial public

offering and served as the primary communications interface between

company management and the investment community

. Led the transition team during $1.1B business unit divestiture

transaction, coordinating the communications plan, building the

standalone infrastructure for Finance, Administration, IT, HR, including

negotiating all benefit plan agreements and coordinating customer and

vendor contract conversions and assignment

WORK HISTORY

Broadridge Financial Solutions - NYSE:BR (former subsidiary of ADP); 2005 -

Present

. Global Head of Strategic Pricing and Deal Support, 2012 - Present

. Vice President of Regulatory Affairs & Strategy, 2010 - 2012

. Vice President of Investor Relations, 2006 - 2010

. CFO Fixed-Income Processing Division, 2005 - 2006

DST System, Inc. - NYSE:DST; 1997 - 2004

. Vice President Finance & GM Retirement Solutions, 2002 - 2004

. Vice President Finance, 1997 - 2002

Earlier Career: CFO, Arrow Entertainment; CFO, SMA Video Productions, Inc.;

Controller, Synovate Research (formerly Behavioral Analysis, Inc.);

Assistant Corporate Controller, LVI Construction, Inc.; Director of

Accounting, Madison Square Garden Corp; Senior In-Charge Auditor,

PricewaterhouseCoopers.

COMPUTER & SOFTWARE SKILLS

. Excellent working knowledge of Excel, Microsoft Word, Access, PowerPoint,

Lotus Notes and Outlook.

. Experienced in systems implementation and knowledge of Oracle, Great

Plains, Hyperion, Solomon and MAS90 Systems

EDUCATION & PROFESSIONAL AFFILIATIONS

. BS Accounting - Marist College, Poughkeepsie, NY * Graduated Cum Laude *

3.85 GPA in Major

. CPA - State of New York * National Investor Relations Institute

. Member of Executive Diversity Council * Co-sponsor and Chairperson for

the Multi-Cultural Associate Network

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