Kurt Meng, MBA

•Developed scalable financial tools and automated processes to enhance business reviews, annual planning, and forecasting, increasing productivity •Led cross-functional financial reviews, collaborating with business managers and senior leadership •Improved financial performance through data analysis, trend identification, variance monitoring, and actionable recommendations •Conducted ad hoc financial analysis to provide business intelligence and drive decisions •Utilized Adaptive for financial reporting including monthly P&L budget vs actuals and forecast modeling

•Provided strategic recommendations based on trend, variance, and comparative analyses •Translated complex data into actionable insights and clearly communicated results to stakeholders •Lead cross-functional projects including facilities, compensation, and capacity planning •Created insightful dashboards utilizing Databricks, Excel, and Tableau

•Delivered business insights and improved reporting efficiency through automation and modeling best practices •Prepared monthly and quarterly executive presentations •Audited and ensured data and reporting accuracy

•Managed product forecast, revenue, sales, and gross profit targets •Lead cost saving initiatives to reduced call center costs by +5K each month •Audited, managed, and executed on internal/external performance metrics •Conducted weekly, monthly financial and operational analysis •Implemented operational efficiency through process mapping, strategy, and cost savings •Managed 30+ affiliate partners monthly I/O contracts •Ownership of HT product P&L

•Improved monthly fulfillment, quality, and conversion rates by an average of 118% •Developed and implemented call floor policy, procedures, and training curriculum •Conducted weekly, monthly financial and operational analysis •Transitioned call center VOIP to improved platform •Developed, trained, and motivated 2+ core team leaders and 30+ agents •Implemented key reporting improvements through Excel(VBA, pivot tables) and ERP •Drove sales/hype through daily/weekly/monthly sales initiatives

•Achieved #1 stack ranking for sales performance across the enterprise •Implemented operational efficiency through process mapping and strategy •Exceeded monthly project KPI metrics, revenue, sales, and gross profit targets •Prioritized multiple deliverables while achieving expectations and critical deadlines •Implemented key reporting improvements •Managed staffing based on the needs of the business •Analyzed performance results and implemented department improvements •Planned for upcoming organizational needs and implemented strategies in a proactive manner •Analyzed and maintained all Client Service Level Agreements •Ensured department operated efficiently according to client and company measures •Maintain understanding of client specific training •Resolved escalated customer complaints •Determined appropriate staffing levels and implemented strategies to ensure the efficient operation of the department •Worked with support departments to ensure staffing strategies were effectively executed •Achievement of budgetary measurements •Maximized revenue generated efficiency •Supported long and short term financial projections •Responsible for expense management and support of data collection for billing processes, including ISRS, billable/non-billable hours •Development, maintenance and testing of the project’s business continuity plan •Responsible for selecting, training, developing, and managing performance of professional and non-exempt direct reports; providing prompt and objective coaching and counseling; and coordinating, planning, and assigning work for staff in accordance with the organizations policies and applicable legal requirements •Responsible for reducing attrition in training and production to meet Net Throughput targets and achieve employee satisfaction goals.

•Developed long term key interpersonal client relationships •Led multi-level value add initiatives and strategies to improve client business •Analyzed, identified, and implemented problem resolutions for clients •Provided direction and feedback for 6+ sites strategic action plans •Audited, managed, and executed on internal/external performance metrics •Created open communication paths for client satisfaction and feedback •Primary client interface for day-to-day communications and commitments •Conducted internal and external account reviews •Assisted in resolution of Office of the President customer complaints •Managed monthly agent sales incentives for multiple sites

•Gained in-depth knowledge of operations •Exceeded monthly project KPI metrics, revenue, and gross profit targets •Implemented operational efficiency through process mapping and strategy •Developed, trained, and motivated 15+ core team leaders •Drove daily call center operations •#1 ranking for customer satisfaction across the company •Managed staffing of 350+ agents based on the needs of the business

•Managed revenue and billing for Convergys’ largest client; +$300M annually •Performed in-depth data and statistical analysis including project audits •Developed dynamic financial spreadsheets to assist with critical project decisions •Created intuitive macros(VBA) for project efficiency, revenue assurance, and maximization •Monthly forecasting, projections, and month end close for business analysts •Developed, trained, and managed 4 analysts and 10+ accounts •Worked with 5-10 A/R team members to close the books each month within 3-5 business days for accurate and timely financial reporting

•Series 6 & 63 financial licenses •Assisted customers with their 401K

•Performed due diligence and in-depth analysis to influence investment decisions •Negotiated valuation of companies with clients

• Certificate in International Business • Advanced Finance & Accounting, Managerial Statistics, Data Analysis for Decision Making