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David Mcgrath Email & Phone Number

Finance Director | Finance Business Partner | Financial Planning & Analysis
Location: Greater Boston, United States, United States 8 work roles 1 school
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Role
Finance Director | Finance Business Partner | Financial Planning & Analysis
Location
Greater Boston, United States, United States

Who is David Mcgrath? Overview

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David Mcgrath is listed as Finance Director | Finance Business Partner | Financial Planning & Analysis based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for David Mcgrath.

David Mcgrath previously worked as Director - Personal Wealth Technology Finance at Fidelity Investments and Director – Business and Competitive Planning & Analysis at Fidelity Investments. David Mcgrath holds Bachelor Of Science - Bs, Accounting from Bentley University.

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About David Mcgrath

David Mcgrath is a Finance Director | Finance Business Partner | Financial Planning & Analysis.

8 roles · 28 years

David Mcgrath work experience

A career timeline built from the work history available for this profile.

Director - Personal Wealth Technology Finance

Boston, MA, US

Supported critical strategies to transform the Technology Domain’s delivery and operations in areas such as Budget and Workforce Planning, Platform Engineering, Cloud Migration, and Digital Operating Model

2022 - 2024 ~2 yrs

Director – Business And Competitive Planning & Analysis

Boston, MA, US

Drove strategy development and coordinated development of the firm’s multi-year plan and annual operating plans, as well as measure success of the plans

2017 - 2022 ~5 yrs

Director – Enterprise Strategy & Planning Office

Boston, MA, US

Coordinated multi-year planning, managed balanced scorecard process and business performance reporting

2012 - 2017 ~5 yrs

Senior Consultant At Santander Bank

Waltham, MA, Plymouth Meeting, PA, US

Managed two analyst teams during a system integration project related to the acquisition of Sovereign Bank by Banco Santander

2011 - 2012 ~1 yr

Vice President, Finance

Boston, Massachusetts, US

Streamlined budgeting, forecasting and reporting across all international business units, provided executive decision support, financial analysis and management reporting to senior management and international managing directors

2005 - 2011 ~6 yrs

Finance Avp – Global Services

Boston, Massachusetts, US

Directed a team in the production of financial reporting, consolidation and analytics for the global custody business area

2004 - 2005 ~1 yr

Assistant Division Controller – Foreign Exchange & Money Markets

Boston, Massachusetts, US

Provided detailed analysis – including budget/forecast and client & product profitability – for all Net Interest Revenue-generating products globally

2001 - 2004 ~3 yrs

Assistant Division Controller – Funds Management

Boston, Massachusetts, US

Refined and automated detailed analyses for the domestic money markets and corporate fixed income portfolios; improved communications with operations group responsible for trade settlements

1998 - 2001 ~3 yrs
1 education record

David Mcgrath education

  • Bentley University
    Bentley University
    Accounting
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What is David Mcgrath's role at their current company?

David Mcgrath is listed as Finance Director | Finance Business Partner | Financial Planning & Analysis.

Where is David Mcgrath based?

David Mcgrath is based in Greater Boston, United States, United States.

What companies has David Mcgrath worked for?

David Mcgrath has worked for Fidelity Investments, Intepros Consulting, and State Street Corp.

How can I contact David Mcgrath?

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What schools did David Mcgrath attend?

David Mcgrath holds Bachelor Of Science - Bs, Accounting from Bentley University.

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