Support Global Security and Investigations (GSI) business unit with financial planning and analysis with the annual multi year plan, budget and forecastUtilized Anaplan to create GSI Operating Expense Budget, Forecast and Multi-Year PlansPrepare and present Global Security Operations monthly financial review to senior leadership teamSupported Finance Modernization by preparing the GSI Cost Center consolidation; reduced cost center footprint from 200 + cost centers to a streamlined 25 cost centersSupported Legal with monthly accruals; provide business unit controllers and finance with Outside Legal Counsel monthly accruals; approve approximately 50 legal invoices daily using Team Connect application; and participate in Legal’s monthly finance reviewUse Essbase and Anaplan to create and analyze monthly financial resultsConverted over 100 reports from Business Objects to Power BI. Saving Fidelity over $200K on Business Objects license and supportUse Oracle Business Intelligence (OBI) platform to analyze operating expense and utilize the data to create the business story

Prepared monthly Board Packages for the Chief Financial Officer to present to FTS Board of DirectorsSupported the director of financial planning and analysis with the annual budget development and processCoordinated with Fidelity business units on the annual budget submissionSupported the Fidelity business units, Operations, and Senior Leadership team with financial operations and management reportingAdvanced Business Objects and MS Access user. Developed suite of management reports using Business Objects / Web Intelligence and MS AccessAssisted in the design of Web Intelligence universesProvided business analysis support to Hyperion Essbase financial reporting projectReceived FTS Unsung Hero Award for providing outstanding customer service internal to FTS and to external business partnersReceived 3 Circle of Excellence Awards for superior customer support

Automated over 100 management reports using Web Intelligence’s scheduling functionality which allowed the reduction of one FTEManaged the Hyperion Project to realign Essbase outline to business reorganizationAttended Hyperion Essbase Boot camp training and managed Hyperion Essbase administrative dutiesDeveloped Financial Reporting using Hyperion SmartView and Financial ReportingWrote Hyperion Essbase Calc Scripts to more efficiently allocate G&A expenses to all clients. Allowing better analysis of profitable and unprofitable clients

Provided Quality Assurance Testing on Client Management reports that are provided through Veritude.com web portal to all internal and external clientsWrote Business Requirements documentation for several different system enhancement.Managed the user acceptance testing for Professional Services Management (PSM) system, Scout Enhancement project and the Taleo project

Provided financial support to the Community Relations, Sponsorships, and Event Management groups.Created MS PowerPoint presentations for senior managementThrough improved management reporting, leveraged negotiations with vendors to save over $700k yearly

Developed ad hoc management reports using Business Objects, Microsoft Access, and ExcelDeveloped senior management presentations in MS PowerPointCreated trend analyzes on the daily, weekly, monthly, and yearly Institutional mutual fund sales

Reduced disruptive cash flows by $200M in assets within seven monthsCreated and implemented process to track disruptive mutual fund trading to minimize cash flow volatility within the Fidelity Investments Retail environmentDeveloped management reports to monitor disruptive trading behaviors

Analyzed Consumer Leading Portfolios for asset quality using credit scoring servicesDeveloped profitability models for new Consumer Lending products Performed trend and profitability analyses of Consumer Lending Portfolios using MS Access, SAS, and Business Objects as the primary analytical tools

Team Leader for Total Quality Management Team, which reduced customer ATM errors by 50%.Project Manager for Fleet Automated Bill Payer System. Worked with programmers from development, testing through implementation of system Identified operational inefficiencies and developed new processes to streamline data input operations