Business case analytic analysis.Program Management.Financial reporting, operations analysis.

•Work with the Program Senior Finance Manager to develop reporting policies, standards and guidelines supporting the program.•Develop / create Senior Management program level financial and headcount reports, identifying and reporting out on risks / anomalies to the Program Management team.•Influence third party service providers reporting and data management accuracy.•Develop / manage audit reports monitoring third party service provider financial reporting data.•Support the Program Manager working as part of the program team, provided general program support / coordination, reporting, action item tracking pertaining to financial reporting activities.•Rated to support Highly Confidential / Restricted material.

* Developed requirements supporting redesigned standard report processing, saving company over $100K annually.* Developed internal audit processes and reports to confirm the proper monthly close out of the financial processing system to the enterprise datamart.* Prepared Monthly Executive IT Discretionary Tech Portfolio Reporting package (program budgeting / project financials), Demand Planning (program/project portfolio forecasts) and various reporting packages (exception reports, KPI’s, budget to actual variance analysis).* Prepare internal Management data quality summary reports (IT Data Quality compliance reporting).

As a member of the Fidelity eBusiness IT Business Planning office, provided the following :* Prepared annual IT Divisional budget forecasts / proformas.* Prepared annual revenue and cost forecasting models. * Developed staffing forecast / planning models.* Validated project cost estimation data loaded to financial reporting systems.* Developed / prepared centralized project status reports and dashboards.* Developed / prepared KPI metrics, scorecards, quality assurance statistics.* Developed / prepared budget to actual variance exception reports.* Developed / prepared capital equipment utilization charge back analysis.* Prepared from monthly P&L's labor cost run rate forecast projections.* Collaborated with Project Managers to explain material project variances.* Conducted analysis reviews with IT Management Team.* Collaborated with various Finance Teams coordinating reporting standards.

* Managed IT Web development projects for industry leading 401K product group.* Managed projects through entire project life cycle, Project Initiation through Post Production Install Support.* Performed / coordinated project cost estimations, schedule and resource planning (including upstream system dependencies), prepared and communicated all project status and financial reporting.* Evaluated and provided decision support of $735K 3rd party OFX data integration software vendor.* Developed clear and concise business requirements.* Developed system requirements and specifications documents.* Developed system functional test cases, executed testing, coordination subsequent defect corrections and retest validations.* Developed Quality Team standardized defect classification system and statistical reporting module.

* Performed analysis determining optimized contingency workforce coverage requirement supporting Fidelity Institutional Phone Group (FIRSCO) organization (# of personnel, NASD licensing logistics, Pareto analysis of client / call origination).* Created / Implemented the FIRSCO Phone organization cross site cointingency plan.* Modified / enhanced the FIRSCO Phone support reserves program.* Developed contingency / reserve program capacity staffing requirement models, metric program, capital expense budget forecast.* Managed the FIRSCO Reserves program.

* Managed associate team performing complex account adjustments for Fidelity Institutional Large Plan Services Group.* Performed complex account adjustments, account transfers, QDRO transfers, transaction auditing, ACH processing.* Performed audits of daily monetary adjustment transactions, ensuring proper participant account rebuilds.* Established KPI metric system using Pega Systems work flow management systems to measure work item inventory counts, inventory turns, throughput analysis, aging, forecast days on hand, etc.,* Responsible for hiring, training and development of associates.

* Served as the primary Fidelity Investment contact for the Defined Contribution Plan Administrator client.* Researched / resolved client escalated participant level issues / develop and deliver solutions for the Plan Administrator.* Provided full plan administrative services to large plan defined contribution plan participants reviewing plan features, investment approaches, investment options, government and plan rules / restrictions, tax implications pertaining to activities within the qualified plan.* Performed various securities transactions such as stock and mutual fund trades, deferral, loans, withdrawals, rollovers, etc.

* Prepared / administered payroll, accounts payable, inventory control / reporting / replenishment program, cash management systems, hiring, training, scheduling, and implementation of corporate marketing programs, sell through reporting, etc.* Shared P&L reporting and ownership responsibility.

* Prepared monthly / qtrly / annual P&L Account Variance exception reports for 70 unit division. * Prepared COGs, unit operating margin, cash control sensitivity, and operating expense variance analysis. Comparative statistics run at individual unit, District and Divisional levels.* Prepared Budget to Actual Sales variance reports.* Prepared labor rate forecast projections / estimates.* Prepared inventory analysis reports, ie., turns, days on hand, excess capital cost exposure.* Trained Managers and District Managers in the use of Point of Sale Financial reporting information to improve operational income realization.