1. Lynette Perrone, MBA
67 Sweetwood Drive
Cedar Grove, NJ 07009
(201) 247 - 3204
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
Continually collaborate with our Compliance, Legal, Fund Accounting & Finance teams
regarding structural & economic changes and other updates effecting our retail mutual
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
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
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
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
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
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
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
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.
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