1710 Branch Valley Drive
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Roswell, GA. 30076
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404.451.6029
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jlewis@1st-discovery.com
PROFESSIONAL PROFILE
A seasoned financial professional with extensive corporate organizational and operational systems knowledge; with expertise in executive decision-support, advanced financial analysis, and process improvements that impact the quality of financial reporting and analysis; and I perform these functions in technology, professional services, and outsourcing environments.
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Selected Achievements
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Providing financial process and analysis services for a client’s discreet, short-term project, identified approximately 430 debtors—representing $4.3M in potential collections—that the firm should aggressively pursue via suit placements. This effort commenced the flow of a new cash stream, providing additional funding for operational initiatives. [1 st Discovery]
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Facilitated generation of $1.8M revenue for my employer by presiding over financial analysis of success-based savings project. Client realized $9M in cost savings during the 12-month period, representing a 28% reduction in $32.4M existing cost of wholesale access charges for the same period. [Vero Systems]
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Directed sales analysis benefits project: tool proved invaluable in managing sales operations and R&D expenses in accordance with anticipated revenue streams and provided CEO/CFO actionable visibility to sales pipeline as well as providing global sales analysis to senior sales personnel. [Manhattan Associates]
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Achieved $4M EBITDA on revenue of $5.7M (a 70% margin) through the successful management of a technology services contract. [Automated Wagering]
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Key participant in selling a $25M end-to-end "reduced cost" technology solution. Developed a 10-year business plan for prospect as part of an overall pricing proposal that beat the competition, and provided company with a high-return, low-risk offering. [Automated Wagering]
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Positioned company to secure a $115M contract with XM Satellite Radio through the implementation of a new strategy pursuing long-term outsourcing deals, including the creation of a new pricing model and sales incentive plan. [LCC]
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Led financial planning team in laying the foundation of company’s first Internet offerings, including a 3-year business plan submitted to and approved by senior management paving the way for a significant investment for web-services infrastructure.
[Electronic Data Systems]
Financial Planning / Analysis
Sales Analysis and Support
Cost Management / Improvement
Areas of Expertise
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Business Plans / Data Modeling
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Contract Negotiations
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Revenue Recognition (VSOE)
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Project / Process Management
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Implementations and Operations
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Team Leadership / Staff Mgmt
PROFESSIONAL SUMMARY
1 st DISCOVERY, LLC Roswell, GA
1 st Discovery focuses on removing technical, organizational, and process obstacles as a means to empower its clients to deliver accurate, relevant, and real-time reporting to properly inform financial, operational, and strategic decision-makers.
Practice Manager January, 2009 to Present
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Identifying prospects, negotiating and closing consulting engagements, and working with clients to mutually define scope for project charters.
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Project planning and execution, drawing from discovery phase to clearly define project objectives, participant roles and responsibilities, and decision-point milestones.
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Managing projects and providing progress (and obstacle) reporting to project sponsors, maintaining client and project participant relationships, and ensuring that client commitments are realized on-time and on-budget.
VERO SYSTEMS Atlanta, GA
Offers the telecommunications carrier industry the leading and most unique set of solutions for margin management and least-cost routing.
Senior Financial Analyst May, 2006 to August, 2008
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Primary liaison with Vero clients regarding measured progress of project goals; Performed financial analyses of cost reduction initiatives for clients; and presided over continuous improvement of information system utilization, particularly related to “best-use” of Vero’s applications.
 Separation reason: Included in mass layoff associated with Vero’s change of ownership

SOFTRAX CORPORATION
Leading provider of enterprise billing and revenue management solutions .
Canton, MA
Project Manager 2005 to 2006
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Managed system implementations of Softrax applications, including professional services automation, revenue management, and financial applications. Single point of contact with clients from contract execution through customer support handover.
 Separation reason: 100% travel.
MANHATTAN ASSOCIATES, INC. Atlanta, GA
Global leader in providing supply chain execution and optimization solutions to enhance performance, profitability and create competitive advantages for its clients.
Manager, Sales Analysis 2001 to 2005
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Performed financial function for sales strategy group, providing global sales analysis to C-level executives, senior sales personnel, and product service/pricing committee members. Additionally, managed assessment and planning of long-term, strategic overhaul of Manhattan Associates’ information systems (Finance, HR, CRM, PSA, and so forth), in an effort to improve effectiveness throughout the enterprise and to provide a fully integrated decision support tool for Manhattan’s Clevel executives.
 Separation reason: New opportunity with Softrax Corporation.
AUTOMATED WAGERING INTERNATIONAL Alpharetta, GA
Subsidiary of Scientific Games Corp. that designs, manufactures, markets, and operates online gaming technology to a significant
portion of lottery operators throughout the world. 1997 to 2001
Account Executive/Project Manager, Caribbean Projects 1999 to 2001
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Managed long-term systems services contract with private lottery operator in the West Indies. Responsible for negotiating add-on product and service sales, and oversight of other contractual amendments. Performed role of Technology Manager on client's senior management team.
Manager, Financial Planning and Analysis 1997 to 1998
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Provided decision-support for new business opportunities to senior management; Managed financial reporting staff;
Constructed business plans for prospective international clients, including market assessments, sales distribution planning
(POS), financial analysis and scenario risk assessments.
 Separation reason: New opportunity with Manhattan Associates.
LCC INTERNATIONAL, INC.
One of world's leading wireless telecommunication consulting companies.
Director of Finance / Business Development
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Managed all financial-related activities for global sales organization.
 Separation reason: 100% travel.
ELECTRONIC DATA SYSTEMS.
Global leader in the information and technology industry.
Manager, Financial Planning &Analysis 1994-1996
Manager, Financial Systems 1992-1994
Financial Systems Engineer 1991-1992
Financial Analyst
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1988-1990
Separation reason: Transitioned to EDS’ client, Automated Wagering International.
McLean, VA
1998 to 1999
Plano, TX
1988 to 1996
EDUCATION
M.B.A. (concentration in Finance), University of Texas Graduate School of Business, Austin, TX
B.A., Economics (concentration in Political Economy, Ethics and Social Institutions), University of North Carolina at Asheville
CONTINUING EDUCATION
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Villanova University, Lean Six Sigma ( certification scheduled for April 30, 2009)
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American Society for Quality Certification , ANSI/ISO/ASQ Q9001-2000 standards (2003)
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Georgia Institute of Technology Certification , Financial Logistics (2003)
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QSM, Inc., Software Lifecycle Management
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Electronic Data Systems
Certification (2000)
Strategic Value Selling (1996), Software Engineering Development Program (1990), Accounting & Financial Development Program (1988-1989)