Drew Klein Email & Phone Number

Dallas, Tx, Us

Fort Worth, Texas

AVP - FP&A: Officer level member of Corporate Treasury FP&A team responsible for leading a team of analysts and the planning, analysis, and forecasting process for all asset and tax related aspects of the business including loan, lease, commercial lending, originations, and tax forecasting. Member of the Diversity &Inclusion Council and Mentor program as both a mentor and mentee.

Fort Worth, Texas

Manager - Asset FP&A: Leadership level member of Corporate Treasury FP&A team responsible for managing a team of analysts and the planning, analysis, and forecasting process for all asset and tax related aspects of the business including loan, lease, commercial lending, originations, and tax forecasting.

Fort Worth, Tx

Member of Corporate Treasury: FP&A team responsible for leveraging actual and projected financial data to analyze trends and accurately forecast near, medium, and long term financials used to inform planning and decision-making across the business. Added responsibilities upon promotion include:•GMF FP&A recognized as top GM Region for forecast accuracy in 2015.•Proposed revision to APR Receivable modeling for increased granularity and improved processing speed. Then, following approval, wrote SAS Code to enhance previously Excel-based forecasting. Leveraged inter-department inputs to divide portfolio into eleven sub-groups offering the ability to apply credit tier specific modeling assumptions. •Developed Change Notes Log and graphical change analysis procedure for more detailed documentation and visual understanding of modeling changes. These procedures aided in onboarding of new department management following department move to Corporate Treasury and more specific modeling change documentation.•Expanded modeling and reporting responsibilities to include APR funding platforms: Prime & Non-Prime Loan Asset-Backed Securitization and whole loan FLOW program.•Lead development, implementation, and maintenance of forecast database used by Asset-Liability Management group to produce Duration Gap, EVE Sensitivity, NII Sensitivity, and TRF analysis. Production of these reports for both US and Canada was accelerated significantly due to the accurate organization of multiple inputs and users and quick delivery of the initial database for testing and subsequent production.•Other new responsibilities include participation in training/onboarding process of new department employees, Origination forecasting and database development, presentation deck and EBT Walk assembly for use in internal and external communication, Leasing and Commercial Lending Asset modeling, and more specific involvement in Allowance for Loan Loss modeling and inter-department reporting.

Fort Worth, Tx

Core responsibilities include:•Maintaining APR Asset Models from assumption development through actuals updates for use in monthly and quarterly reporting, Medium Term, Long Term, and Budget forecasts as well as ad hoc analysis and reporting.•Developing and implementing modeling structure, assumptions, and analysis for specific ad hoc scenarios and Stress Tests to be used in internal and external communication of financial results and expectations.•Conducting monthly forecast-to-actual variance analysis for explanation of forecast misses and for use in updates to modeling assumptions. Making detailed notes regarding reason for variance and implementing modeling fixes.•Updating quarterly Troubled Debt Restructuring, Non-Accretable, and Tax Fair Market Value valuations for General Ledger use in booking related journal entries and FP&A use in modeling each items future performance.

Irving, Tx

Key management-level member of undergraduate enrollment team working to meet or exceed tuition revenue goals by recruiting prospective students to attend the university. Added responsibilities upon promotion include:•Managing recruitment personnel expenses, staff salaries, event costs, and other enrollment outlays for $1M Office of Admission and Financial Aid budget. Came in under budget despite increasing staff and quality of events, as well as increasing number of admission applications by 25.6%. •Interviewing, hiring, training, and managing a staff of 35 student employees.Continued core responsibilities include:•Developing personalized visit agendas that fulfill visitors’ needs while comprehensively representing the UD undergraduate experience, troubleshooting and resolving visit scheduling problems, planning and implementing the details of open house events, and providing customer service to visiting families and university faculty and staff institution-wide. Increased visit registrations by 17% and enrollment yield from open house programs by 4.2% over three year period. •Managing the $125K departmental scholarship program by marketing the award, organizing applications and interviews among nine academic departments, spearheading the recruitment of scholarship recipients, and analyzing results and trends annually. Successfully proposed increased award maximum following analysis and increased enrollment yield of scholarship applicants by 12.48%.•Maintaining and revising content on the Visit and Scholarship pages of the University of Dallas website. Increased traffic to managed pages while improving user experience. •Presented at 2011 Texas Association for College Admission Counseling (TACAC) Conference on behalf of the Enrollment Office.

Irving, Tx

Core responsibilities include:•Developing personalized visit agendas that fulfill visitors’ needs while comprehensively representing the UD undergraduate experience, troubleshooting and resolving visit scheduling problems, planning and implementing the details of open house events, and providing customer service to visiting families and university faculty and staff institution-wide. Increased visit registrations by 17% and enrollment yield from open house programs by 4.2% over three year period. •Managing the $125K departmental scholarship program by marketing the award, organizing applications and interviews among nine academic departments, spearheading the recruitment of scholarship recipients, and analyzing results and trends annually. Successfully proposed increased award maximum following analysis and increased enrollment yield of scholarship applicants by 12.48%.•Maintaining and revising content on the Visit and Scholarship pages of the University of Dallas website. Increased traffic to managed pages while improving user experience. •Presented at 2011 Texas Association for College Admission Counseling (TACAC) Conference on behalf of the Enrollment Office.

Coordinated and executed promotional activities, maintained promotional calendar, and compiled information for marketing plans, appearances and giveaways for two radio stations in a Top 5 market. Duties included: •Increasing brand awareness and driving revenue of each station by working directly with sales, commercial production and programming staff to coordinate promotional initiatives. Contributed directly to status of 99.5 The Wolf as the number one rated country music station in Dallas/Fort Worth.•Coordinating on-site logistics for over 500 major station events, broadcasts and daily appearances per year, including Wolfdance, Wolf Mardi Gras, 12 Man Jam, KLIF Kids and KLIF Charity Golf Tournament.•Interviewing, hiring, training, and managing a promotions crew of approximately 22 employees.•Writing, acquiring and scheduling promotional spots for giveaways, events and other station initiatives, including maintaining marketing paperwork for all station promotions.•Copywriting, maintaining, and proofreading station events calendars, community calendars and contest pages for station websites.•Managing upkeep and tracking inventory of all promotional and marketing signage, prizes, supplies and vehicles.

Assist in marketing and promotions related events and initiatives, including:•Managing promotions staff, set-up and teardown at major station events.•Overseeing on-air, online and on-location promotional events and giveaways, including interaction with listeners on-location as well as via phone and email.•Serving as communications liaison between sales and programming departments via weekly promotions update emails.•Maintaining station website with station events, weekly contests and community events, as well as moderating the discussion forum on www.KLIF.com.

Organize and execute promotional appearances, contests, giveaways and games for on-site listeners in a Top 5 radio market. Events include Ticketstock, Ticket Fight Night, Wolfdance, Wolf Mardi Gras, 12 Man Jam, and KLIF Kids.

Contributed to a team responsible for correcting errors with vendor payments and store/department allocations. Project required detailed spreadsheet management and interpersonal communication both locally and globally with corporate employees, restaurant personnel, franchisees and vendors. Project was successfully completed and approved by supervisor.

Organized promotions and marketed the station to Fort Worth market. Created, branded, promoted and hosted original programming including a weekly acoustic music show, KTCU Unplugged, and sports talk show, The Luxury Box. Produced, wrote and recorded public service announcements, promotional spots, daily sports updates, player profiles, and TCU coaches’ call-in shows.

Created, branded and hosted weekend talk show, The Young Guns. Produced, wrote and delivered sports updates while operating the control board. Produced weekend talk shows covering topics such as local and national sports, real-estate and pet ownership.

Bachelor Of Science, Communications

Activities and Societies: Pi Kappa Phi Fraternity, KTCU 88.7 FM, HyperfrogsBachelor of Science in Communications with a Business Minor.

Master Of Business Administration (M.B.A.), Corporate Finance, 3.977

Activities and Societies: Beta Gamma Sigma International Honor Society; Association for Corporate Growth: Texas Cup 2013 – State.