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.
• 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.
• 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

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