Bethany Reynolds Email and Phone Number
I am multifaceted professional with a diverse career supporting the execution and implementation of best-fit service and technical solutions that meet and advance program operations. My specialties include…Customer Relations ~ Program Execution ~ File Management ~ Job Guide Creation ~ Excellent Written & Verbal Skills ~ Business User Support Strategies ~ Client Needs Assessment ~ Content Development ~ Staff Training I love the fact that I get better at what I do every day as I strive to foster a team environment where we move forward stronger knowing that our decisions are both customer-focused and data-driven. My skills include…** Providing high level customer service to diverse clients; employing positive attitude to earn clients trust and propose best-fit service solutions to resolve issues quickly.** Maintaining detailed administrative and procedural processes, leveraging outstanding organizational skills to improve accuracy and efficiency of all program operations.** Quickly learning and applying new technical skills and software applications to streamline workflows. I'm at my best when I'm moving fast and working smarter. Nothing makes me happier than getting the right people together, articulating the opportunity, creating a plan, and then getting it done.I'm known for collaboration and embracing new ideas; my favorite conversations start with "how could we..." and I prefer "or" to "no." Energy and enthusiasm go a long way, as does a sense of humor, especially given the stress of tight budgets, short deadlines and competing priorities.Please feel free to connect with me today with any thoughts, comments, or questions. I love making new connections and providing details on how I can help realize all your objectives! I look forward to hearing from you!
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
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Shareholder Reporting Analyst - IntakeFidelity InvestmentsTexas, United States
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Shareholder Reporting Analyst - Financial Statement Production TeamFidelity Talentsource Mar 2024 - PresentBoston, Ma, UsPrepare Annual and Semi-Annual Financial statements for 1940 Act funds. Ensure that assigned Financial Statements and Notes to Financial Statements are accurate and complete. Collaborate and communicate with reviewers and desktops to make sure any corrections and updates to documentation are complete within deadlines. Work across various applications and documentation to verify and update data for funds.Key Contributions:• Utilize multiple applications (including Sharp, Xtrac, Flomotion, Portfolio Listing, and CRW) and documents (including recon files, prior cycles annual reports) to verify and update data for funds.• Communicated often with reviewer and desktop counterparts on any questions or concerns on funds.• Upload documentation for current cycle to appropriate folders within CRW and shared drives.• Submit QPITs as needed for timely updates/corrections to data handled by centralized teams.• Practice continuous learning with updates to procedures, regulatory requirements, and documentation.• Created OneNote documentation and shared it with teammate as a resource for processing funds. Update this documentation regularly as new instances of events/checks occurred on assigned funds. -
Shareholder Reporting Analyst - Intake TeamFidelity Talentsource Sep 2023 - Mar 2024Boston, Ma, UsUsed analytical skills and attention to detail to ensure teams are set up to meet results according to regulatory requirements and internal quality standards. Worked as a teammate to meet business outcomes and supporting the department's overall mission of ensuring the completeness, timeliness, and implementation of various projects in support of Fidelity's multiple product lines. Supported clear and consistent two-way communication with business partners to improve cross-company and external relationships. Streamlined the flow of various automated and manual business partner communication materials to colleagues for production.Key Contributions:• Worked on a cross-functional team with the Product Development Team and Legal to update and execute over 350 contracts as a part of the Unified Fee initiative.• Gathered documentation for other internal business partners by request.• Learned current Intake procedures and processes.• Researched Jira and oversaw it's implementation as a process improvement to streamline current Intake procedures.• Used advanced Excel skills and knowledge to help validate data used by the Shareholder Reporting teams for various projects.
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Career TransitionCareer Break Apr 2023 - Sep 2023Impacted by layoffs. Currently seeking new opportunities to continue to grow my skills.
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Consumer Insights AnalystPepsico Nov 2021 - Apr 2023Purchase, New York, UsServed as a resource providing support for the NLP and Self Service programs. Researched NLP and advance use of CX self-service roadmap to support growth and expansion of AI in collecting product data regarding sales trends and consumer satisfaction. Utilized data/information from multiple sources to deliver actionable insights to improve customer experience. Provided direct support regarding the implementation and operation of new CRM system. Key Contributions:Honored by leadership of proactively learning/mastering NLP processes to streamline workflows, eliminate redundancies, and edit and syndicate content for use by frontline employees.Act as owner in updating/maintaining PepsiCo Product Facts (PPF) and onboarding all FLUS data into Salesforce. Hand-picked to assist in researching and rolling out the PPF syndicated data for Canada and UK product lines.Oversaw the creation of Job Aide Deck to actively support PPF/Salesforce training for frontline team. Led “Voice of the Consumer” team, credited for uploading program documents and designing/publishing pages for executive and internal communications highlighting data analysis with visuals including use of Tableau dashboards.Served as point of contact in answering trainers and internal reps question regarding new CRM (Salesforce) system. -
Frito-Lay Consumer Relations Technical LiaisonPepsico Dec 2018 - Nov 2021Purchase, New York, UsPromoted to serve as Technical Liaison and trusted advisor in guiding motivation team to maintain a Consumer Centric focus in prioritizing contacts with consumers online and virtually during Covid-19. Interfaced with other departments to support the completion of key CR projects, including working with NextGen team and internal communication team to improve communication across all teams. Maintained and managed the Nutritional email queue, responded quickly and effectively all consumer inquiries. Trained and mentored new team members in how to properly support the Voice of the Consumer (VOC) portal and design visually appealing reports. Key Contributions:Developed and implemented VOC monthly newsletter and internal website. Target audience was C-level and down. Had an internal distribution list of over 500 people. Created infographics and visuals from CSAT, Google Analytics, and CRM sources using Excel, PowerPoint, and Adobe Photoshop.Utilized expertise in Yammer to create content that led to an increase in viewership and online participation within the CR department.Created slides and presentations in PowerPoint highlighting data and trends for CR Director and FLNA Town Hall meetings.
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Frito-Lay Senior Consumer Service RepresentativePepsico Oct 2013 - Dec 2018Purchase, New York, UsEarned a full-time position following the successful tenure as Contract Consumer Relations Specialist (10/2013 - 9/2014) to serve as point of contact in addressing and resolving consumer issues in order to maintain high level of customer satisfaction. Effectively managed a high-volume of inbound customer calls, emails, and letter correspondence in a professional manner. Accurately gathered and verified all customer information to support the active tracking of client questions. Tracked and reported achieved metrics to leadership team, adjusted process as needed to improve personal and team performance.Key Contributions:Recognized for achieving consumer satisfaction level of 95% phone interactions and 90% in email/letter responses.Maintained a 98.5% accuracy rating on gathering and verify client data, including capturing consumer email address.Actively participated in two Diversity & Inclusion events. Served as team motivator in planning four other events. Drove process to create and maintain customer complaint log that identified chronic customer issues.
Bethany Reynolds Education Details
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Northwood UniversityGeneral
Frequently Asked Questions about Bethany Reynolds
What company does Bethany Reynolds work for?
Bethany Reynolds works for Fidelity Investments
What is Bethany Reynolds's role at the current company?
Bethany Reynolds's current role is Shareholder Reporting Analyst - Intake.
What schools did Bethany Reynolds attend?
Bethany Reynolds attended Northwood University.
Who are Bethany Reynolds's colleagues?
Bethany Reynolds's colleagues are Tom Brown, Jon Ohlson, Diane Noel, Matt Jacobson, Dustin Barrales, Jaden Elsinger, Angelina Dicarlo.
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