Peter Lehner Email & Phone Number

(Fidelity is an S&P 500 company that serves as a leading provider of payment services for financial institutions)Directed team of 20 colleagues in multiple locations.Responsible for annual billing of $500 Million for 3,500 clients. Led a cross-functional team that added $16 Million to annual revenue by researching billing infrastructure for all products and services.Developed and enhanced financial controls.Completed annual internal and external audits.Co-chaired Customer… Show more (Fidelity is an S&P 500 company that serves as a leading provider of payment services for financial institutions)Directed team of 20 colleagues in multiple locations.Responsible for annual billing of $500 Million for 3,500 clients. Led a cross-functional team that added $16 Million to annual revenue by researching billing infrastructure for all products and services.Developed and enhanced financial controls.Completed annual internal and external audits.Co-chaired Customer Experience project that improved customer satisfaction.Project management experience includes three major financial system upgrades, each exceeding 1,500 technical development hours.Completed multiple general ledger system conversions.Integrated new clients originating from multiple corporate mergers and acquisitions.Participated in new product development initiatives to ensure clients received accurate billing for new products and services. Prepared detailed business requirements that the technology team utilized to update the financial system software.Worked closely with Fidelity Sales team to ensure that the financial systems were prepared to support custom pricing and contract terms.Developed an on-line exception pricing software application to ensure proper documentation, approval, and implementation of non-standard contract pricing.Responded to client inquiries and prepared detailed communications that explained all billing changes to commercial clients.Prepared and managed the annual department budget of $1.5 Million. Successfully controlled expenses within budget guidelines every year.Worked with each staff member to help develop skills, knowledge, and careers. Experienced very low turnover.Developed and implemented standard operating procedures and conducted detailed training.Conducted periodic reviews to improve and automate processes and eliminate inefficiencies. Show less

(TDS Telecom is a regional provider of telecommunication and data services to consumers and small businesses.) Prepared monthly invoices to long distance carriers for accessing TDS local telephone networks.Interpreted state and federal tariffs to ensure accurate billing and regulatory compliance.Prepared detailed billing analyses required to support regulated rates.Prepared general ledger entries to record revenues and expenses.Processed payments and conducted collection… Show more (TDS Telecom is a regional provider of telecommunication and data services to consumers and small businesses.) Prepared monthly invoices to long distance carriers for accessing TDS local telephone networks.Interpreted state and federal tariffs to ensure accurate billing and regulatory compliance.Prepared detailed billing analyses required to support regulated rates.Prepared general ledger entries to record revenues and expenses.Processed payments and conducted collection efforts. Show less

Masters Degree Of Business Administration, Business Management

Graduated Magna Cum Laude

Bachelors Degree Of Business Administration, Finance

Graduated with Honors.