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Lynette Perrone, MBA
67 Sweetwood Drive
Cedar Grove, NJ 07009
(201) 247 - 3204
Experience
Prudential Financial, Newark NJ October 2006 – Present
Director, Business& Project Management Team, Retail Mutual Funds Distribution
3/12 – Present
Overview: Coordination, completion and management of Prudential Mutual Fund
requests for proposals (RFPs), requests for information (RFIs), due diligence requests,as
well as management of Prudential Mutual Fund Sales/Broker Dealer Agreements.
 Partner with Equity, Fixed Income & Specialty asset management teams and portfolio
managers to ensure thorough and accurate qualitative and quantitative data for retail
mutual funds.
 Continually collaborate with our Compliance, Legal, Fund Accounting & Finance teams
regarding structural & economic changes and other updates effecting our retail mutual
funds.
 Execute all UCITS RFP requests for our Global mutual funds throughout Europe.
 Coordination with our National Accounts Sales team, Legal and Operations to ensure all
new external firms were adequate to obtain a Dealer Agreement with our firms.
 Organization of annual requirements and regulatory changes for our broker/dealer due
diligence for all externalfirms with active Dealer Agreements.
 Participation in Regulatory and Internal Agreement Audits under the direction of Senior
Management.
 Maintain Standard Operating Procedures for all applicable business processes,including
Business Continuation Plans.
 Ad hoc requests from Asset Management, Clients, Internal/External Partners.
Finance Manager, Mutual Funds/Asset Management Group 10/06 – 3/12
 Managed and led professional staff of 5.
 Developed and control annual revenue and expense plans and forecasts for businesses.
 Managed the monthly close process and coordinate corporate submissions.
 Prepared income statement and balance sheet analysis.
 Provided in depth attribution analysis to business units and senior management.
 Organized monthly results business packages for senior business unit leaders.
 Prepared and analyzed capital project management for quarterly close and forecast.
 Ensured submission of quarterly results package and supporting documentation.
 Facilitated process to distribute data relating to market trends and data modeling.
 Managed internal and external audits on behalf of business units.
 Led sign off for enterprise income statement application relating to expenses.
 Implemented process and reporting improvements to align with business dynamics.
 Partnered with key business leads to ensure our commitment to provide value add
support.
 Organized ongoing internal education efforts for our finance team of 24 associates.
Public Service Enterprise Group (PSEG), Newark, NJ June 1999 – September 2006
Senior BusinessAnalyst/Project Manager,Customer Operations 10/04 – 9/06
 Lead merger efforts for revenue management departments both internal and external
throughout all levels of management to ensure consistency, compliance and efficiency
of established processes/procedures and to identify process/procedural improvements.
 Established project plans and managed communication for merger integration
initiatives, namely staffing, organizational alignments, branding, marketing and
advertising.
 Direct accountability for managing both internal and externalproject relationships and
coordinating efforts to meet deliverables in line with project scopes.
 Perform investment analysis including an in-depth review of project justification and
assumptions, tracking of actualexpenditures and performing post completion analysis.
 Advise, analyze, and prepare monthly/quarterly financial & operational information
on
current performance and future strategies for presentation to leadership.
 Lead and facilitate process improvement teams and initiatives as needed.
 Improve internal controls to support Sarbanes-Oxley compliance as well as formats to
meet Federal Energy Regulatory Commission compliance reporting requirements.
Business Analyst, Power Finance 12/01- 10/04
 Liaison for internal services operating budgets of $141M.
 Developed new management reporting process and implemented monthly financial
review process for leadership teams.
 Developed Monthly, Quarterly and Annual Management Reports for the Power
Business Review.
 Performed financial and benchmarking studies and assessed impacts to the businesses.
 Achieved $17.5M cost savings to Internal Operating budgets.
 Accountable for reduction of $15M to 2004 Operating Plan.
 Reviewed and evaluated new and existing accounting policies for application.
 Consolidated and entered the business case into the corporate model.
Financial Analyst Reporting, Corporate Planning 7/99 – 12/01
 Developed and implemented SAP cost accounting processes and procedures for
service level budgeting, reporting, and client billing to support a new consultancy
management model.
 Responsible for monthly reports on capital budgets and operating expenses for several
internal service providers totaling $40M.
 Assisted in planning and reporting functions for internal business units.
 Presented monthly financial results, outlooks, and business plans to leadership team.
 Provided consultation to operational management on strategic and operational issues,
corporate and business unit financial strategies, as well as budget and management
control.
 Implemented processes for monthly close; developed balance sheet and cash flow
analysis and reporting to support business unit measurements.
 Prepared information and analysis for quarterly SEC filings; managed consolidation
process and accounting for equity investments, subsidiaries, and transactions with
other affiliated companies.
Education
Centenary College, Graduate School of Business, M.B.A.,2005
Rutgers, The State University of NJ, B.S. - Business Management, 2001
Bergen Community College, Associates Degree,Business Administration, 1996
Additional
Applications: Microsoft Office, Oracle Financials, Internet Applications, Clarity, Essbase &
Lotus Notes.

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LP_Resume_7_2016

  • 1. Lynette Perrone, MBA 67 Sweetwood Drive Cedar Grove, NJ 07009 (201) 247 - 3204 Experience Prudential Financial, Newark NJ October 2006 – Present Director, Business& Project Management Team, Retail Mutual Funds Distribution 3/12 – Present Overview: Coordination, completion and management of Prudential Mutual Fund requests for proposals (RFPs), requests for information (RFIs), due diligence requests,as well as management of Prudential Mutual Fund Sales/Broker Dealer Agreements.  Partner with Equity, Fixed Income & Specialty asset management teams and portfolio managers to ensure thorough and accurate qualitative and quantitative data for retail mutual funds.  Continually collaborate with our Compliance, Legal, Fund Accounting & Finance teams regarding structural & economic changes and other updates effecting our retail mutual funds.  Execute all UCITS RFP requests for our Global mutual funds throughout Europe.  Coordination with our National Accounts Sales team, Legal and Operations to ensure all new external firms were adequate to obtain a Dealer Agreement with our firms.  Organization of annual requirements and regulatory changes for our broker/dealer due diligence for all externalfirms with active Dealer Agreements.  Participation in Regulatory and Internal Agreement Audits under the direction of Senior Management.  Maintain Standard Operating Procedures for all applicable business processes,including Business Continuation Plans.  Ad hoc requests from Asset Management, Clients, Internal/External Partners. Finance Manager, Mutual Funds/Asset Management Group 10/06 – 3/12  Managed and led professional staff of 5.  Developed and control annual revenue and expense plans and forecasts for businesses.  Managed the monthly close process and coordinate corporate submissions.  Prepared income statement and balance sheet analysis.  Provided in depth attribution analysis to business units and senior management.  Organized monthly results business packages for senior business unit leaders.  Prepared and analyzed capital project management for quarterly close and forecast.  Ensured submission of quarterly results package and supporting documentation.  Facilitated process to distribute data relating to market trends and data modeling.  Managed internal and external audits on behalf of business units.  Led sign off for enterprise income statement application relating to expenses.  Implemented process and reporting improvements to align with business dynamics.  Partnered with key business leads to ensure our commitment to provide value add support.  Organized ongoing internal education efforts for our finance team of 24 associates. Public Service Enterprise Group (PSEG), Newark, NJ June 1999 – September 2006 Senior BusinessAnalyst/Project Manager,Customer Operations 10/04 – 9/06  Lead merger efforts for revenue management departments both internal and external
  • 2. throughout all levels of management to ensure consistency, compliance and efficiency of established processes/procedures and to identify process/procedural improvements.  Established project plans and managed communication for merger integration initiatives, namely staffing, organizational alignments, branding, marketing and advertising.  Direct accountability for managing both internal and externalproject relationships and coordinating efforts to meet deliverables in line with project scopes.  Perform investment analysis including an in-depth review of project justification and assumptions, tracking of actualexpenditures and performing post completion analysis.  Advise, analyze, and prepare monthly/quarterly financial & operational information on current performance and future strategies for presentation to leadership.  Lead and facilitate process improvement teams and initiatives as needed.  Improve internal controls to support Sarbanes-Oxley compliance as well as formats to meet Federal Energy Regulatory Commission compliance reporting requirements. Business Analyst, Power Finance 12/01- 10/04  Liaison for internal services operating budgets of $141M.  Developed new management reporting process and implemented monthly financial review process for leadership teams.  Developed Monthly, Quarterly and Annual Management Reports for the Power Business Review.  Performed financial and benchmarking studies and assessed impacts to the businesses.  Achieved $17.5M cost savings to Internal Operating budgets.  Accountable for reduction of $15M to 2004 Operating Plan.  Reviewed and evaluated new and existing accounting policies for application.  Consolidated and entered the business case into the corporate model. Financial Analyst Reporting, Corporate Planning 7/99 – 12/01  Developed and implemented SAP cost accounting processes and procedures for service level budgeting, reporting, and client billing to support a new consultancy management model.  Responsible for monthly reports on capital budgets and operating expenses for several internal service providers totaling $40M.  Assisted in planning and reporting functions for internal business units.  Presented monthly financial results, outlooks, and business plans to leadership team.  Provided consultation to operational management on strategic and operational issues, corporate and business unit financial strategies, as well as budget and management control.  Implemented processes for monthly close; developed balance sheet and cash flow analysis and reporting to support business unit measurements.  Prepared information and analysis for quarterly SEC filings; managed consolidation process and accounting for equity investments, subsidiaries, and transactions with other affiliated companies. Education Centenary College, Graduate School of Business, M.B.A.,2005 Rutgers, The State University of NJ, B.S. - Business Management, 2001 Bergen Community College, Associates Degree,Business Administration, 1996 Additional
  • 3. Applications: Microsoft Office, Oracle Financials, Internet Applications, Clarity, Essbase & Lotus Notes.