Ben Lapoint Email & Phone Number

Boston, Ma, Us

New York, Ny, Us

Boston, Ma, Us

• Execute root cause analysis and resolution of business investment data challenges supporting internalpartners in Asset Management, Ops, and Fidelity Institutional with modeling, research, and commentary• Analyze and develop new dashboards, agents, and reports within Inquiry Workbench (an Oracle Business Intelligence platform) to support Trades, Holdings/Positions, & Portfolio and Security Reference functions• Oversee implementation of new data subject areas, compliance/reporting objectives, UI enhancements, and ad-hoc requests with varying levels of ambiguity while exploring viable solutions and efficiencies• Manage data delivery and reporting objectives on a global squad while serving as a point of escalation• Apply a high level of organization utilizing agile methodology and JIRA platform to track development• Utilize SQL dev tool to analyze schemas, tables/views, and columns to integrate data into business-friendly query tool while maintaining enterprise data catalog

Boston, Ma, Us

• Target and communicate automation objectives by taking part in the Citizens Developer Program led by FFIO Automation; assemble others on a monthly basis to discuss ongoing data driven improvement projects • Calculate, analyze, and validate impacts to the NAVs, Mil Rates, and Yields of Fidelity’s Money Market and Fixed Income mutual fund products while adhering to a variety of policies and regulations • Quantify interest breaks and take part in trade matching, confirmation, and settlements processes while utilizing multiple different platforms (Invest One, Frontier, Inquiry Workbench) for varying security types• Execute EMS testing, utilizing Jira and the agile methodology, in order to ensure new updates flow from the QC environment into production successfully & efficiently across multiple different business units• Train new associates on fund accounting practices and ensure they have appropriate resources to integrate onto the team successfully and comfortably • Organize virtual intraday team events that promote collaboration and boost team morale • Maintain a role in the FIDYOU program after completing rotations in Tax, Fund Billing, and Trade Ops

Boston, Ma, Us

• Developed an Excel application that saved associates an hour per week on average when attempting to find the centralized tasks they are responsible for in each cycle • Presented quantitative findings to over 20 members of upper management and business unit leadership team• Assisted in the production and publication of prospectus materials including financial statements, notes and disclosures and geo-mixes for various mutual funds (both U.S. and Canadian) • Collaborated with 3 different business units to ensure all N-CEN filings were created correctly and reported appropriately to the SEC for review • Validated vast amounts of accounting data for charitable gift funds and used modeling techniques to convey different objectives and benchmarks to leadership team

Phoenix, Arizona, Us

•Closed and organized all accounts payable and receivable for the 2017 fiscal year and reported priority customer’s purchasing patterns •Forecasted appropriate product pricing for the beginning of 2019•Consulted upper management on terms of feasible discounts for customers to make accelerated payments•Responded to telephones, greeted and assisted customers, and handled general administrative duties such as filing, faxing, copying, and mailing•Processed all sales transactions; responsible for opening and closing the cash drawers as well as recording daily store and bank deposits

Catonsville, Md, Us

•Computed and communicated wait times and serving statistics to upper management•Compiled, analyzed and submitted nightly report comprised of the restaurant’s financial information for the Closing Manager•Coordinated the timely delivery of customer food and beverage orders with waitstaff and kitchen employees•Managed checkout process of entire wait staff to ensure their work meets expectations for restocking, cleaning and configuring dining area for the next day’s service •Introduced new employees to service staff day-to-day workflow and expectations•Trained and shadowed new employees to ensure the development of friendly, service-oriented habits

Bachelor Of Science - Bs, Business/Managerial Economics

Bachelor Of Science - Bs, Psychology

General Studies