Arman Nouri Email & Phone Number

Dallas, Tx, Us

Boston, Ma, Us

• Design an Enterprise-wide P&L model for our pricing finance partners to calculate AUM related financials for support in new potential deals• Execute several Custody commission related analyses to better understand the Equity/ETF revenue landscape and business impact of proposed policy changes related to digital initiatives and non-Fidelity related products • Work in partnership with finance and business partners across multiple business lines to help weigh and value a large potential Custody opportunity • Provide ad hoc analysis to assist business partners with various client and/or product level questions

Boston, Ma, Us

• Led development of detailed expense budget and flows projections for a $300M expense organization, including bottoms up analysis, communicating with business and finance stakeholders, and implementing results in budgeting tool and PowerPoint updates• Cross collaborated with finance partners to create a multi-year plan for assets under management (AUM) by compiling historical data to explain a forecasted 10-year projection of platform share for four key product areas• Performed monthly close processes, reoccurring monthly reporting, quarterly scorecard processes, and executive report updates• Coordinated data collection and delivery of insights for FI Employee Resource Group (ERG)• Managed summer intern and mentored junior analysts: guided intern through summer project, facilitated knowledge shares, and coached mentees through responsibilities

Boston, Ma, Us

• SME for assets and flows Fidelity Institutional data, assist business partners with data inquiries, complete reoccurring monthly and quarterly executive reports, and contribute to testing new data tools • Deliver month-end close processes by providing variance analysis to financial executives and working with the Accounting department to ensure expense entries are properly captured • Improved month-end close process by building a streamlined approach for monthly vendor accruals• Run end to end budgeting process for HR by communicating with HR leaders about future expectations, adjustments in expenses and headcount, and finalizing details with the HR department leader

Boston, Ma, Us

• SME for assets and flows Asset Management data, assist business partners with data inquiries, complete reoccurring monthly reports, and develop processes and procedures for new reports• Enable Finance Modernization initiatives by converting legacy reports to self-service reporting in Tableau

Boston, Ma, Us

• Managed 25 monthly reports in addition to ad hoc reporting for business partners• Completed a portion of the financial industry survey by gathering required data attributes, manipulating the structure of data to comply with survey requirements, cross collaborating with FI and AM to ensure data quality, and supporting McKinsey consultants by answering relevant questions • Helped assemble the T&E dashboard in Tableau for the Finance Modernization initiative

Boston, Ma, Us

• Simplified paperwork review process to increase efficiency by 25% • Analyzed complex service requests to communicate simplified solutions for clients• Led onboarding training programs for new financial representatives

Boston, Ma, Us

• Provided personalized solutions for clients through the analysis of their financial plans in appointments• Tailored communication based on client investment knowledge and communication style to ensure understanding of financial concepts• Collaborated with multiple business partners to gather further research for unique products and client situations• In 2015, improved yearly new client inflows by 34% from the prior year and was among the top 30% of Investment Consultants in the Texas/Oklahoma market • Held 2 seminars to introduce Fidelity’s resources and tools to improve client engagement for new and existing clients

Boston, Ma, Us

Worked as the first point of contact for clients in the branch to help with servicing of accounts and introducing prospective clients to Fidelity’s range of products and services.

Boston, Ma, Us

• Conducted database query project to review 3,600+ client accounts to determine and reduce cash outflows

Bachelor Of Business Administration (B.B.A.), Finance

Education record