Jamie Klein Email & Phone Number

Combined company as a result of the Academic Partnerships acquisition of Wiley University Services

Hoboken, Nj, Us

Hoboken, Nj, Us

• Manage FP&A team and own all weekly and monthly finance processes, including finance monthly close, annual budget, and monthly forecast• Collaborate with CFO and VP of Finance to transform the group to a value-add, growth-driving function • Liaise with accounting team to facilitate monthly close and compliance processes• Aid in decision making for the company through financial modeling and the interpretation of key business and financial trends• Prepare monthly board deck of financial analysis and reporting with results commentary

Hoboken, Nj, Us

• Leader of the University Services Division ($250M annual revenue)• Responsible for reporting and analysis/commentary of monthly, quarterly, and full year financial and operational results• Influence the Planning process to create efficient and accurate budgets and forecasts• Evaluate historic and current performance to refine driver-based revenue and expense assumptions• Run scenarios and models to help the business make informative decisions • Manage a team of 4 direct reports

Espoo, Southern Finland, Fi

• Consolidated financial reports by rolling up several projects within Sprint organization to provide senior executives with overview of customer team’s financials and offer suggestions for increasing profitability and growth• Built models to show both historical results and future outlooks and provided monthly and quarterly revenue and margin forecasts by reviewing data and identifying trends • Served as team’s invoicing lead and maximized cash and minimized accounts receivable by cleaning up problematic invoices, negotiating payment terms, and correcting/issuing customer credits and debits• Created manual journal entries to ensure accurate Customer Team results• Completed all internal controls under Sarbanes Oxley and received 100% accuracy rating when reviewed with external auditors

92707 Colombes, Fr

• Prepared income statements and financial analysis for sales offers in the group, including a $105M contract with NYC Metropolitan Transportation Authority, which allowed for underground cell phone service and subway surveillance • Determined soundness of projects by considering cost, benefit, and risk analysis • Offered financial and accounting support through partnership with Sales, Services, Operations, and Legal teams. • Led team to determine appropriate accounting treatment (US GAAP) on individual deal basis • Tracked active deals in SAP system, providing consistent, clear picture of expected profit and used this information to set forecasts that proved to be within 1-3% of actuals • Coordinated consolidation and verification of results by region, customer, and product on monthly and quarterly basis• Recommended improvements on financial strategy and advised team on ideas for higher profits, such as entering new markets like schools and hospitals. • Carried out key SOX requirements for team and served as key contact person for external audit requests

92707 Colombes, Fr

Financial Leadership Development Program (FLDP)• Developed model, enabling forecasting of cash flow on daily, monthly, and quarterly basis• Determined acceptance/rejection of projects by evaluating cash flows, cost of debt, net present value, and profit and loss impact• Arranged sale of 3 aged corporate jets, valued at $15M+ and set executives up in shared lease arrangement, which continues to save $1M+ annually• Increased cash position by selling receivables to several factoring companies• Recommended sale of real estate and inventory that was tying up cash, consolidating 3 New Jersey office buildings and equipment into 1 large space

92707 Colombes, Fr

Financial Leadership Development Program (FLDP)•Provided financial predictions and company guidance to investors and reporters after the November 2006 merger of Alcatel-Lucent, which created the world’s leading communication solutions provider•Helped to transfer Lucent common stock and Alcatel ADS to new common ticker “ALU shares” •Created investor relations reports that included Alcatel-Lucent business analysis and competitor and customer outlooks•Compiled Wall Street Revenue/EPS consensus estimates and reviewed analyst Income Statement models and notes•Addressed analyst concerns, prepared executive Q&A scripts and evaluated competitor and customer results

Financial Leadership Development Program (FLDP)•Maintained financials and expense budget for the Verizon Customer Team via SAP•Provided book close support by preparing journal entries •Prepared Business Cases for sales offers to Verizon, including accounting treatment and impact on financial statements•Managed the annual budget, monthly forecast and long-term planning process•Supported external reporting team and provided guidance for earnings calls

Honors In Economics, Business/Managerial Economics

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor'S Degree, Finance Major, Economics & International Business Minor