Support the Marketing Channel business management functionality through coordination of key business processes and deliverables. Partner with Marketing leaders in the development of actionable business plans against applicable initiatives, strategies and goals. Manage, monitor and reconcile Marketing budget and KPI's with key stakeholders during annual planning process and monthly actual reviews.

Responsible for the development and implementation of locally-applied, scalable marketing solutions in support of 195+ Fidelity Investor Centers nationwide. Primary liaison to the field supporting both market and branch level business development and client relationship initiatives.

Key functional lead in generating competitive and market insights for senior leaders highlighting primary and secondary areas of opportunities and threats. Provide insights and analysis concerning various market, competitor and customer dynamics.

Principle finance lead responsible for managing a variety of finance functions providing fiscal oversight, decision support analysis, planning, guidance and profitability updates. Provide decision support analysis for sales and marketing business partners on new product introductions, pricing, client program initiatives and product profitability. Responsible for managing a team of financial analysts with focus on professional development.

Manage a team of analysts responsible for monthly and quarterly scorecard results highlighting and explaining areas of variances to revenue, expenses and key performance indicators for management. Coordinate all facets of the annual planning and quarterly forecasting process across the firm.

Support a variety of sales, marketing and operational groups providing financial analysis on pricing, product evaluation, sales planning, profitability, and staffing level needs

Provide financial analysis for mutual fund transfer agent reviewing operational metrics and client level profitability with focus on key revenue and expense variances.