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First Data Corporation (FDC) - Director Finance, Sales Operations and Reporting (2008-Present)
Bottom Line Impact
Business Strategy:
 2015-16': ~$2MM annual save in the cost of acquisition for the telesales business unit. Identified cause,
communicated findings to senior leadership, recommended initiatives to resolve the issue that were
approved by the executive committee and executed on into 2016.
 2014-15': ~40% reduction in sales leadership attrition. Tasked with solving the companies attrition problem.
Modeled historic trends and current market opportunity against projected F/Y performance in order to
determine potential risk, recommended adjustments that were approved and executed on into 2016.
Revenue Growth:
 2014-16': ~$20MM incremental revenue growth year over year. Tasked with identifying where to hire new
sales professionals across the United States in order to support newly created Non-FI partnership lead flow,
while minimizing expenses and maximize opportunity. Team is fully staffed at ~200 as of middle 2015.
Expense Save:
 2013-16':~$2MM annual save in churn expense. Partnered with senior management and IT to actively
track, identify, and notify offenders suspected of churn. Worked with fraud and human resources in order to
implement guidelines and repercussions, significantly mitigating the practice.
Professional Awards
Spotlight Award – “True Professional” February 2016
 “John has been impacted by the Melville Site Strategy. He has been a true professional and has the company
in mind as he transitions his sales finance responsibilities to new Atlanta employees while maintaining the
same level of work ethic and rigor on getting day to day functions completed in support of SMB.”
-Don C., VP Finance
Spotlight Award – “Competitive in all the right ways” January 2016
 “John stepped up to cover me while I was out of the office. He took the lead on a BSC compensation analysis
and spent many hours thoroughly exploring several options that would be both fair and equitable for the BC
while also producing a commission expense save of approximately $1.6mm for 2016, if approved. John
handles Regional sales and was able to successfully navigate and learn the 6 varying compensation plans for
BSC within a short span of time to produce meaningful results.”
–Laura S., Finance Manager
Spotlight Award – “Client First” July 2015
 “For going above and beyond to provide our business partners the support they need while the finance team
has been understaffed. Delivering on multiple ad hoc requests while maintaining your day to day
responsibilities. Going the extra mile to deliver excellence and showing your dedication to FDC.”
-Don C., VP Finance
Center Stage Award – “Bottom Line Impact” November 2014
 Project: “SMB Territory Planning, Portfolio Segmentation, & Geographic Opportunity Identification.”
 Scope: “This exercise consisted of strategically segmenting the RSA portfolio into three distinct buckets in
order to create an expansion opportunity for two net new sales teams. A first of its kind effort for SMB,
proximity and branding needed to be evaluated for existing sales personal as well as identification of the
optimal center point on a map to hire net new sales personal.
 Impact: “The results of this project will help to drive the SMB growth strategy and capitalize on the
opportunity that our current portfolio, FI & NON FI partners provide. This is a first for this organizational
and the virtual team that helped to accomplish this effort partnered together to help achieve the vision of
sales leadership.”
-James P., VP Strategy & Programs
Spotlight Award – “Deliver Excellence” December 2013
 “Thank you John for all your efforts while the team has been shorthanded. Your dedication in finding ways
to re-evaluate some of our processes and to find improvements in areas such as Time, Accuracy and
Flexibility within Sales Finance are greatly appreciated. These types of behaviors exemplify the
transformational approach we have been talking about in the new FDC. Thanks again.
-Don C., VP Finance
Spotlight Award – “Deliver Excellence” May 2013
JOHN A. ALBERT III, CMT, CAIA
30 Titus Lane, Cold Spring Harbor, NY, 11724 ▪ M: (631) 793-3989 ▪ Jaalbert22@gmail.com
https://www.linkedin.com/in/johnaalbert
 “This nomination is in reference to John stepping up while I was out of the office for seven business days
following the birth of my first child. During this duration John stepped in as the SME for our short term
compensation project as well as initiated reporting format changed for new executive reporting.
-James P., VP Strategy & Programs
Center Stage Award – “Deliver Excellence” May 2013
 Project: “Redesign and simplify the existing MPA from its current 10 page format to 3, adjust the Program
Guide and the Interchange Qualification Matrix as needed.”
 Scope: “The new MPA is the result of a collaborative effort between volunteers from the Credit Department,
Finance Team, Account Boarding Team, Regional Sales Coordinators, Legal Department and Regional Sales
Team. The project team worked diligently, often on weekends, after hours or while on vacation to meet the
three week deadline set to complete this project. They reviewed approx. 350 fields on the original MPA,
which has been in existence in its present form for approximately 10 years. They determined if each field was
needed, where it should be placed on the document to seamlessly encourage multiple product sales and
display billing rates in a transparent merchant friendly manner. Every field had to be coordinated with each
department above to be sure it met the department’s informational requirements as well as fulfill the boarding
requirements for AMA and SNAP.”
 Impact: “The new MPA helps to reduce the amount of time needed by each Account Executive to board a
new merchant, provides more selling time for the AE which will help to increase sales productivity.
Merchants are less intimidated by the new document and find it much easier to understand. The new MPA
was designed to print remotely by the AE if needed which will reduce MPA printing and shipping costs by
approx. $400,000 in 2013.”
-Don P., SVP Sales
Spotlight Award – “Deliver Excellence” November 2012
 “John went above and beyond his day to day responsibilities and took on additional workload when his
manager left the company.”
-Don C., VP Finance
Spotlight Award – “Deliver Excellence” July 2012
 “John absorbed several tasks during the transition of a departing team member to a new team member while
continuing to deliver monthly deliverables in a timely and accurate manner.”
-Cynthia Y., VP Sales Performance
Spotlight Award – “Deliver Excellence” April 2012
 “John has consistently been a bona fide partner with the commission team in assisting and consulting on
commission discrepancies. His knowledge of the merchant business and his wiliness to help is immeasurable.
Thanks!!”
-Tim T., VP Commissions

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J_Albert Resume Supplement (2016)

  • 1. First Data Corporation (FDC) - Director Finance, Sales Operations and Reporting (2008-Present) Bottom Line Impact Business Strategy:  2015-16': ~$2MM annual save in the cost of acquisition for the telesales business unit. Identified cause, communicated findings to senior leadership, recommended initiatives to resolve the issue that were approved by the executive committee and executed on into 2016.  2014-15': ~40% reduction in sales leadership attrition. Tasked with solving the companies attrition problem. Modeled historic trends and current market opportunity against projected F/Y performance in order to determine potential risk, recommended adjustments that were approved and executed on into 2016. Revenue Growth:  2014-16': ~$20MM incremental revenue growth year over year. Tasked with identifying where to hire new sales professionals across the United States in order to support newly created Non-FI partnership lead flow, while minimizing expenses and maximize opportunity. Team is fully staffed at ~200 as of middle 2015. Expense Save:  2013-16':~$2MM annual save in churn expense. Partnered with senior management and IT to actively track, identify, and notify offenders suspected of churn. Worked with fraud and human resources in order to implement guidelines and repercussions, significantly mitigating the practice. Professional Awards Spotlight Award – “True Professional” February 2016  “John has been impacted by the Melville Site Strategy. He has been a true professional and has the company in mind as he transitions his sales finance responsibilities to new Atlanta employees while maintaining the same level of work ethic and rigor on getting day to day functions completed in support of SMB.” -Don C., VP Finance Spotlight Award – “Competitive in all the right ways” January 2016  “John stepped up to cover me while I was out of the office. He took the lead on a BSC compensation analysis and spent many hours thoroughly exploring several options that would be both fair and equitable for the BC while also producing a commission expense save of approximately $1.6mm for 2016, if approved. John handles Regional sales and was able to successfully navigate and learn the 6 varying compensation plans for BSC within a short span of time to produce meaningful results.” –Laura S., Finance Manager Spotlight Award – “Client First” July 2015  “For going above and beyond to provide our business partners the support they need while the finance team has been understaffed. Delivering on multiple ad hoc requests while maintaining your day to day responsibilities. Going the extra mile to deliver excellence and showing your dedication to FDC.” -Don C., VP Finance Center Stage Award – “Bottom Line Impact” November 2014  Project: “SMB Territory Planning, Portfolio Segmentation, & Geographic Opportunity Identification.”  Scope: “This exercise consisted of strategically segmenting the RSA portfolio into three distinct buckets in order to create an expansion opportunity for two net new sales teams. A first of its kind effort for SMB, proximity and branding needed to be evaluated for existing sales personal as well as identification of the optimal center point on a map to hire net new sales personal.  Impact: “The results of this project will help to drive the SMB growth strategy and capitalize on the opportunity that our current portfolio, FI & NON FI partners provide. This is a first for this organizational and the virtual team that helped to accomplish this effort partnered together to help achieve the vision of sales leadership.” -James P., VP Strategy & Programs Spotlight Award – “Deliver Excellence” December 2013  “Thank you John for all your efforts while the team has been shorthanded. Your dedication in finding ways to re-evaluate some of our processes and to find improvements in areas such as Time, Accuracy and Flexibility within Sales Finance are greatly appreciated. These types of behaviors exemplify the transformational approach we have been talking about in the new FDC. Thanks again. -Don C., VP Finance Spotlight Award – “Deliver Excellence” May 2013 JOHN A. ALBERT III, CMT, CAIA 30 Titus Lane, Cold Spring Harbor, NY, 11724 ▪ M: (631) 793-3989 ▪ Jaalbert22@gmail.com https://www.linkedin.com/in/johnaalbert
  • 2.  “This nomination is in reference to John stepping up while I was out of the office for seven business days following the birth of my first child. During this duration John stepped in as the SME for our short term compensation project as well as initiated reporting format changed for new executive reporting. -James P., VP Strategy & Programs Center Stage Award – “Deliver Excellence” May 2013  Project: “Redesign and simplify the existing MPA from its current 10 page format to 3, adjust the Program Guide and the Interchange Qualification Matrix as needed.”  Scope: “The new MPA is the result of a collaborative effort between volunteers from the Credit Department, Finance Team, Account Boarding Team, Regional Sales Coordinators, Legal Department and Regional Sales Team. The project team worked diligently, often on weekends, after hours or while on vacation to meet the three week deadline set to complete this project. They reviewed approx. 350 fields on the original MPA, which has been in existence in its present form for approximately 10 years. They determined if each field was needed, where it should be placed on the document to seamlessly encourage multiple product sales and display billing rates in a transparent merchant friendly manner. Every field had to be coordinated with each department above to be sure it met the department’s informational requirements as well as fulfill the boarding requirements for AMA and SNAP.”  Impact: “The new MPA helps to reduce the amount of time needed by each Account Executive to board a new merchant, provides more selling time for the AE which will help to increase sales productivity. Merchants are less intimidated by the new document and find it much easier to understand. The new MPA was designed to print remotely by the AE if needed which will reduce MPA printing and shipping costs by approx. $400,000 in 2013.” -Don P., SVP Sales Spotlight Award – “Deliver Excellence” November 2012  “John went above and beyond his day to day responsibilities and took on additional workload when his manager left the company.” -Don C., VP Finance Spotlight Award – “Deliver Excellence” July 2012  “John absorbed several tasks during the transition of a departing team member to a new team member while continuing to deliver monthly deliverables in a timely and accurate manner.” -Cynthia Y., VP Sales Performance Spotlight Award – “Deliver Excellence” April 2012  “John has consistently been a bona fide partner with the commission team in assisting and consulting on commission discrepancies. His knowledge of the merchant business and his wiliness to help is immeasurable. Thanks!!” -Tim T., VP Commissions