Financial Analyst
Current
Feb 2024 - Present
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Cara Everett Email & Phone Number
Financial Analyst at Fidelity Investments
at
Fidelity Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Analyst at Fidelity Investments
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Cara Everett? Overview
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Quick answer
Cara Everett is listed as Financial Analyst at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Cara Everett.
Cara Everett previously worked as Financial Analyst at Fidelity Investments and Quality Analyst at Fidelity Investments. Cara Everett holds Bachelor'S Degree, Accounting And Finance from University Of Arkansas.
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Fidelity Investments
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Profile bio
About Cara Everett
Finance Specialist with sound aptitude and background in accounts payable and receivable,financial management, reporting, and regulatory compliance. Develops financial bestpractices and process improvements to drive efficiency. Adept at utilizing top-of-the-linecommunication skills to build and foster long-term relationships. Leverages field expertise,resourcefulness and diligence to make positive impact on business operations.
Current workplace
Cara Everett's current company
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Fidelity Investments
10 roles
Cara Everett work experience
A career timeline built from the work history available for this profile.
Quality Analyst
Jan 2024 - Feb 2024
Quality Specialist
Jan 2023 - Jan 2024
Finance Specialist
-Process financial and accounting transactions of business office of multiple Texas charterschools in line with FASRG guidance, Texas Education Association, and Federal regulations-Ensure timeliness of all schedules: internal, client imposed, and regulated by State orother agencies-Maintain financial documentation to always be audit ready and accessible.
Oct 2021 - Jan 2023
Accounting Analyst
-Analyze accounting business processes and perform ad-hoc analysis that aids strategicplanning by increasing cost saving and reducing inefficient tasks-Establish and maintain depreciation and amortization schedules, journal entries, andfinancial statements-Develop more efficient Excel spreadsheets to ensure accuracy.
May 2021 - Oct 2021
Tax And Compliance Associate
-Aid with technical research on various state tax issues -File all Surplus Lines insurance policies written with State of New York-Decreased monthly fines by 95% due to efficiency and timeliness.
Feb 2021 - May 2021
Quality Analyst
-Identify and reconcile data between company and insurance carriers to ensure accuratebusiness requirements and maintain outstanding relationships -Compile and analyze data to develop new reports monthly, and successfully evaluate risksand trends to draw conclusions for managerial action and strategy -Communicate findings as well as solutions to project.
Feb 2020 - Sep 2020
Licensed Service Agent
-Skillfully communicate and coordinate with 80+ insurance carriers to endorse policies,resolve billing issues, and create white glove experience for clients with multimillion-dollarcommercial accounts and risk portfolios resulting in increased client retention andsatisfaction -Educate and advise 50+ policyholders per day on insurance products available.
Oct 2018 - Feb 2020
Financial Services Professional
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Apr 2018 - Oct 2018
Agent
New York Life Insurance Company
Agent licensed to sell insurance through New York Life Insurance Company.
Dec 2017 - Oct 2018
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
CP
Chris Perez
Colleague at Fidelity InvestmentsUnited States, United States
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CG
Charles Gagnon
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
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TS
Tharuni Subramaniyam
Colleague at Fidelity InvestmentsUnited States, United States
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SH
Sharon Hong
Colleague at Fidelity InvestmentsUnited States, United States
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HH
Harriet Haake Hall
Colleague at Fidelity InvestmentsSan Diego, California, United States, United States
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RM
Rachel Melton
Colleague at Fidelity InvestmentsAlbuquerque-Santa Fe Metropolitan Area, United States
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AW
Austin Whiting
Colleague at Fidelity InvestmentsMapleton, Utah, United States, United States
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PJ
Pranshu Jain
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
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SP
Suzie Porter
Colleague at Fidelity InvestmentsGreater Boston, United States
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AD
Arogya Dhakal
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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Chris Perez
Colleague at Fidelity InvestmentsUnited States, United States
View →
CG
Charles Gagnon
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
View →
TS
Tharuni Subramaniyam
Colleague at Fidelity InvestmentsUnited States, United States
View →
SH
Sharon Hong
Colleague at Fidelity InvestmentsUnited States, United States
View →
HH
Harriet Haake Hall
Colleague at Fidelity InvestmentsSan Diego, California, United States, United States
View →
RM
Rachel Melton
Colleague at Fidelity InvestmentsAlbuquerque-Santa Fe Metropolitan Area, United States
View →
AW
Austin Whiting
Colleague at Fidelity InvestmentsMapleton, Utah, United States, United States
View →
PJ
Pranshu Jain
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
View →
SP
Suzie Porter
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
AD
Arogya Dhakal
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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2 education records
Cara Everett education
Bachelor'S Degree, Accounting And Finance
High School Diploma, High School/Secondary Diplomas And Certificates
Allen High School
FAQ
Frequently asked questions about Cara Everett
Quick answers generated from the profile data available on this page.
What company does Cara Everett work for?
Cara Everett works for Fidelity Investments.
What is Cara Everett's role at Fidelity Investments?
Cara Everett is listed as Financial Analyst at Fidelity Investments at Fidelity Investments.
Where is Cara Everett based?
Cara Everett is based in Dallas-Fort Worth Metroplex, United States, United States while working with Fidelity Investments.
What companies has Cara Everett worked for?
Cara Everett has worked for Fidelity Investments, Charter School Success, Scottish American, Goosehead Insurance Agency, and Nylife Securities Llc.
Who are Cara Everett's colleagues at Fidelity Investments?
Cara Everett's colleagues at Fidelity Investments include Chris Perez, Charles Gagnon, Tharuni Subramaniyam, Sharon Hong, and Harriet Haake Hall.
How can I contact Cara Everett?
You can use AeroLeads to view verified contact signals for Cara Everett at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Cara Everett attend?
Cara Everett holds Bachelor'S Degree, Accounting And Finance from University Of Arkansas.
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