Patrick Klein Email & Phone Number

Kansas City, Missouri, United States

o New HR team restructured and modified titles for entire company to better align with company strategy. Same roles and responsibilities as prior Director role:o Key Metrics - Wealth Mgmt Channel * Create metrics reporting on a monthly basis. * Lead monthly financial review meeting with executives * Review the income statement and asset trends, along with drivers of each. * Maintain documents on our SharePoint site. * Liaison with Field Leaders to help them improve their metrics. * Includes Profitability metrics, understand expense budgets & improve net flows in their markets. * Host quarterly webinars to review results.o Industry surveys * Participate and submit data on behalf of Wealth Manger to 4 financial publications. * Provide summarized results to management.o Budgeting / Forecasting * Field Operations ($50M Budget), IT ($60M Budget), Wealth Mgmt Channel, Legal and Compliance. * Assist in setting KPI goals for each market/region * Actual vs Budget reporting. * Updating forecast monthly/quarterly. * Project reporting analysis. Working with our Project Mgmt team to ensure they understand the financial impacts of each project.o Financial Impact Analysis * Responsible for determining financial impact for many of the proposed business changes / projects to the Wealth Management Channel. Determine ROI, sensitivity, IRR & payback.o Consultant * Assisted C Suite leadership on various topics. * Assisted with various M&A activities. * Recommended revenue generating and cost saving measurements.

Overland Park, Ks

o Sr. Financial Analyst – July 2006 – Dec 2011o Sales Reporting Unit Manager: April 2003 – July 2006 * Supervised 4 employeeso Financial Analyst: March 2002 – April 2003o Fund Reporting Specialist: June 2001 – March 2002o Associate Treasury Accountant: May 2000 – June 2001

Mba

Bsba, Accounting