➤ Led enterprise planning while supporting cross-company initiatives and coordinating scorecard/metrics processes.➤ Collaborated with various groups including business unit strategy teams, consulting, Agile enablement and finance.➤ Built strong relationships across the organization while working independently and as part of financial analysis teams.➤ Assisted with managing strategic planning processes including multi-year planning, operating plans, and investments.➤ Developed strategic insights for senior management through business analysis and managed the Scorecard process.➤ Conducted research and integrated competitive intelligence and market insights while establishing measures of success.➤ Supported completion of special projects on behalf of the Executive Team including recommendation development.➤ Established meetings with stakeholders to elicit requirements and translate them into functional/technical documentation.➤ Applied Agile experience to write user stories, create acceptance criteria, and facilitate backlog grooming meetings.➤ Liaised between technical teams and business units while attending or leading standups and product review sessions.➤ Worked with testing team to create test scenarios and test plans as well as assisted with test execution when necessary.➤ Reviewed and managed daily intakes and story backlog with product owners and reviewed requirements/timelines.➤ Partnered with business unit subject matter experts or trainers to create manuals and develop training documentation.

➤ Created and executed software test plans and cases to identify as well as document software problems and their causes.➤ Served as product technical expert, assisted quality department in software analysis, and performed product testing.➤ Led testing of reporting services while defining end-to-end scenarios and coordinated end-to-end validation efforts.➤ Designed technical systems, subsystems, and components and performed system verification and validation testing.➤ Performed integration of automated tools developed for simulation and systems test into the project-testing mainstream.➤ Trained technicians and operators on using test systems and performing diverse quality validation processes.➤ Led system teams in design and implementation including design reviews, software analysis, and documentation.

➤ Provided research and resolution for service issues for High-Net-Worth clients to internal associates and management.➤ Established and executed plans and effectively led team by establishing clarity and focus during times of change.➤ Set clear expectations that drove resource efficiency, innovation, sustainable quality, cost, and service delivery.➤ Communicated and created a climate of respect reinforcing the value of collaboration to enhance team performance.➤ Developed strong partner relationships and actively worked across company lines to implement end-to-end solutions.➤ Partnered closely with other operational groups to support the firm's success including WI and PI Operations.

➤ Implemented daily backlog management strategies and provided support for incoming electronic correspondence needs.➤ Supported internal and external business partners as well as customers and clients to meet service level agreements.➤ Monitored KPIs to identify areas of needed improvement in process flow, process efficiencies, and process quality.➤ Served as part of a collaborative team that set up offshore operations and successfully transitioned operations offshore.➤ Led coaching, managing and leading teams of associates to work hard collectively as a team and to manage change.➤ Provided line management of day-to-day operations and the data capture team while assuring adherence to key metrics.➤ Set direction by translated the broader organization's business plan to establish and drive operational performance.➤ Hired and managed talent by attracting, developing, and retaining a staff capable of achieving business objectives.➤ Provided ongoing coaching and professional development while setting goals and objectively evaluating performance.➤ Engaged with Technology and external vendors on machine learning tools to modernize current data extraction platform.

➤ Operations Trainer – Fidelity Investments – 07/2003 to 06/2005➤ Operations Quality Analyst – Fidelity Investments – 01/2001 to 07/2003➤ Operations Senior Associate – Fidelity Investments – 03/1996 to 01/2001