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Experienced Financial Analyst with a demonstrated history of working in the financial services industry. Skilled in Analytical Skills, Microsoft Word, Sales, Public Speaking, and Management. Strong finance professional with a Bachelor's degree focused in Finance, General from University of North Texas.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
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Senior Finance ManagerFidelity Investments May 2024 - PresentBoston, Ma, Us
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Project ControllerPembroke Jul 2021 - May 2024Boston, Massachusetts, Us-Own the process to control, model, cashflow, and forecast the Commonwealth Pier Project at the vendor and subcontractor level monthly, monitoring financial health, schedule impacts, tax implications, operation costs, and D&I KPIs to support senior executive team decision making-Manage relationship with internal and external vendors, general contractors, auditors, and tax consultants for project controls and cost saving opportunities-Create and maintain self-servicing Power BI dashboards for capital reporting and internal management budget/forecast vs actuals analysis for the global portfolio readied for executive leaders, asset managers, and project managers -Collaborate with a global team to provide a quarterly investor level report on major redevelopment projects across the portfolio on project updates, funding needs, and financial health-Various Ad-hoc requests related to process automation, financial modeling, and finalizing executive reporting -
Financial Analyst IvFidelity Investments Jun 2019 - Jul 2021Boston, Ma, Us-Create financial modeling using historic data and future assumptions to identify potential payback periods to help make real estate decisions-Prepare dashboards to present the KPIs, budget vs forecast, cashflow analysis, and contingency spend for the Fidelity portfolio including corporate offices and individual branches -Prepare financial statements and perform month-end accrual and journal entries -Identify nuances and automate processes to ensure accuracy and efficiency
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Financial Analyst Iii, Real Estate FinanceFidelity Investments Jun 2017 - Jun 2019Boston, Ma, Us-Responsible for managing large data analysis to create monthly Capital Spend Report-Coordinate with Project Managers to collect and reconcile accruals-Compare actual spend against budget and forecast to highlight variances and provide critical analysis to the senior team
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Financial Analyst, Corporate FinanceFidelity Investments Jul 2015 - Jun 2017Boston, Ma, Us-Provide month-end reporting across various product lines -Collaborate with multiple BU finance partners to analyze business opportunities-Automate reports to efficiently reduce production time and manual hours-Optimize client satisfaction with prompt communication and quality levels of service-Administer regular quality checks to ensure consistent and accurate data among all reports-Formulate various ad-hoc analyses in a detailed and punctual manner
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Brokerage Operations RepresentativeFidelity Investments Mar 2014 - Jul 2015Boston, Ma, Us-Point of contact for third party broker dealers as a middle office -Optimized client experience accurately and efficiently to drive high satisfaction and quality-Assisted client service representatives to resolve complex issues -Analyzed, maintained, and updated client information in accordance to policy, procedures, and compliance
Ann Ngo Skills
Ann Ngo Education Details
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University Of North TexasGeneral
Frequently Asked Questions about Ann Ngo
What company does Ann Ngo work for?
Ann Ngo works for Fidelity Investments
What is Ann Ngo's role at the current company?
Ann Ngo's current role is Senior Finance Manager.
What is Ann Ngo's email address?
Ann Ngo's email address is an****@****fmr.com
What schools did Ann Ngo attend?
Ann Ngo attended University Of North Texas.
What skills is Ann Ngo known for?
Ann Ngo has skills like Management, Customer Service, Microsoft Office, Leadership, Financial Analysis, Microsoft Excel, Finance, Analysis, Time Management, Financial Modeling, Strategic Planning, Data Analysis.
Who are Ann Ngo's colleagues?
Ann Ngo's colleagues are Ed Cady, David Pham, Gangadharan Subramanian, Anna Charrette, Paige Gray, Karrie Young, Lokesh Nuthi.
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