David Wolf

David Wolf Email and Phone Number

Transformational Business Leader | Digital Innovation Expert @ Fidelity Investments
David Wolf's Location
Greater Boston, United States, United States
David Wolf's Contact Details
About David Wolf

I am a visionary and strategic digital transformational leader with extensive expertise in bridging the gap between today’s technology and future innovations. Highly adept at solving complex large digital problems to deliver company goals. I have keen ability in diving deep to balance C-suite needs and associate-level challenges to untangle the data and system issues to foster better design and development of data solutions. I have a unique inventive lens that links technology and business objectives to navigate innovation and change for optimal performance. I am recognized as the “glue” that holds teams together toward a common vision and outcome. A few of my skills include:Visionary & Strategic Planning | Business Case Development | Business Model Innovation | Business Intelligence | Digital Transformation | Change Facilitation | Requirements & Solutions Architecture | Financial Planning | Systems & Design Thinking | Agile Methodologies | Artificial Intelligence | Stakeholder Engagement & Value | Performance Improvement | Cross-Functional Team Leadership | Coaching & Mentoring | Impact Initiatives | Influential Communications

David Wolf's Current Company Details
Fidelity Investments

Fidelity Investments

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Transformational Business Leader | Digital Innovation Expert
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
David Wolf Work Experience Details
  • Fidelity Investments
    Chief Product Officer, Finance Platform
    Fidelity Investments Jan 2020 - Present
    Boston, Ma, Us
    Utilizing a $40 Million budget and global workforce (based in multiple US sites and India), lead the definition and evolution of the Financial Management Technology product(s) vision, strategy, and mission to align and prioritize with other key initiatives. Support team improvement and value delivered through prioritization, creativity, innovation, collaboration, and decision-making. Encourage work iteratively through innovation, testing, and experimentation to learn from failures while celebrating successes. Drive the vision of the technical component delivery.
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  • Fidelity Investments
    Vice President, Requirements And Solution Definition
    Fidelity Investments Jan 2016 - Jan 2020
    Boston, Ma, Us
    Charged with strategic alignment and roadmap development for Finance, Accounting, Tax and Treasury. Developed strategy to reimagine the future of managing and reporting the firm's financial performance by providing a unified enterprise data model/platform for deep analytical insights and predictions. Partnered with functional and technology groups to set direction, create alignment, educate, and market the technology work.
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  • Fidelity Investments
    Vice President, Requirements & Business Intelligence
    Fidelity Investments Jan 2014 - Jan 2016
    Boston, Ma, Us
    Created and led a 20+ person team to develop data and reporting requirements for all financial systems and implemented business intelligence for the finance community. Team managed finance portfolio and reporting generated out of the central financial systems. Team focused on consolidating of reporting capabilities and technical architecture.
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  • Fidelity Investments
    Vice President, Solution Architecture
    Fidelity Investments Jan 2009 - Jan 2014
    Boston, Ma, Us
    Spearheaded solution architecture for the two largest enterprise finance programs consisting of Fidelity Costing & Profitability (FCAP) and the Data Program. Managed a $50M budget and 100-person domestic team. Partnered with the business to define requirements and worked with Technical Development to design the solution. Created an Enterprise Data Warehouse focused on key business metrics. Replaced multiple legacy business unit specific warehouses with one Enterprise model. Envisioned, marketed, funded, and built Key Enterprise Metrics Data Warehouse focused on Customer and Product key metrics. Developed the business case, obtained funding, and delivered the technical work.
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  • Fidelity Investments
    Vice President, Business Intelligence And Process Consulting Services
    Fidelity Investments Jan 2007 - Jan 2009
    Boston, Ma, Us
    Led a 12-member Finance Business Intelligence team providing internal consulting services to create an enterprise financial reporting platform. Utilized PowerBI, Tableau, Essbase and OBI to create reporting for revenue, expense, balance sheet, etc. Partnered with the CFO to focus on actuals, planning, budgeting, and other forward-looking views to create new enterprise profitability and key business metrics. Automated delivery to enable information to 800 associates to manage the firm.
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  • Fidelity Investments
    Director
    Fidelity Investments Jan 2001 - Jan 2007
    Boston, Ma, Us
    Direct business intelligence team responsible for solving financial and accounting reporting needs of the business. Provide the finance organization with applications, technology solutions and consulting services that support outstanding business performance and maximum long-term value. Manage a team of Developers/Consultants who are responsible for all phases of technical development utilizing Oracle Business Intellegence, Hyperion Essbase; Hyperion Business Intelligence, Oracle Discoverer and J2EE based web reporting system. Facilitate cross-firm collaboration, long term thinking, and creativity in the execution and delivery of finance solutions and services. Member of Hyperion Customer Advisory Board.
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  • Fidelity Investments
    Director
    Fidelity Investments Jan 2000 - Jan 2001
    Boston, Ma, Us
    Team lead of Essbase Development; responsible for business analysis, code development and production support for Enterprise finance consisting of approximately seven hundred end users. Built team of Essbase Developers recognized externally by Hyperion and New England user group as world class. Established Center of Excellence responsible for standards of technical development and technical architecture Supervised team of external consultants Headed analysis of Fund Profitability team that produced a streamlined, standard methodology to what was multiple, desperate approaches. Implemented Core Reporting, Enterprise Fund Profitability and Customer Product Profitability solutions. Managed data sourcing team (Informatica/PLSQL) and scheduling team (Control M/Cron)Director Development Enterprise TechnologyTechnologyDirect business intelligence team responsible for solving financial and accounting reporting needs of the business. Provide the finance organization with applications, technology solutions and consulting services that support outstanding business performance and maximum long-term value. Manage a team of Developers/Consultants who are responsible for all phases of technical development utilizing Oracle Business Intelligence, Hyperion Essbase; Hyperion Business Intelligence, Oracle Discoverer and J2EE based web reporting system. Facilitate cross-firm collaboration, long term thinking, and creativity in the execution and delivery of finance solutions and services. Member of Hyperion Customer Advisory Board.
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  • Fidelity Investments
    Senior Business Intelligence Consultant
    Fidelity Investments Jan 1999 - Jan 2000
    Boston, Ma, Us
    Member of Financial Architecture team responsible for advancing and streamlining financial reporting. Evaluated multiple OLAP vendor tools, participated in the selection and recommendation process Evaluated multiple Consulting firms and participated in the selection process Led business analysis in the formulation of necessary dimensions, hierarchies and calculations in order to consolidate 30 Hyperion Enterprise Models into three Essbase Cubes. Led business analysis on entries necessary to transfer Revenue and Cost between Fidelity businesses and devised solution. Developed Essbase prototypes to confirm analysis and sell ideas.
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  • Fidelity Investments
    Project Manager Program Management Office
    Fidelity Investments Jan 1998 - Jan 1999
    Boston, Ma, Us
    Provided technical consulting and project management services for Enterprise Finance Organizations in the Business Intelligence space. Responsible for facilitating, generating, influencing and documenting business requirements for decision support systems. Supported the implementation of a company wide planning tool (Hyperion Pillar) Created OLAP databases (TM1 and Hyperion MBA) for FMR Co (Fund Reporting) and Capital Markets (Trade Reporting) Provided end user and second level support for Hyperion Enterprise
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  • Fidelity Investments
    Financial Analyst Iv
    Fidelity Investments Aug 1997 - Jan 1998
    Boston, Ma, Us
    Delivered Enterprise Business Segment reporting to Fidelity's CFO. Information consisted of business plans, investments and performance of all of Fidelity's operating units. CFO utilized this information to present financial results to the Chairman and his direct reports. Responsible for all facets of creating and disseminating this information including compiling, analyzing and presenting the results to the CFO. Streamlined the process, reducing necessary headcount from 3 to 1 Researched alternate methodologies for determining Share Program Expense and unraveling Share Program Portfolio Expense from Operations charge and recommended implemented solution. Generated and Automated Business Statistic Reporting Maintained Capital
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  • Massachusetts General Hospital
    Pharmacoeconomic Research Analyst
    Massachusetts General Hospital Jan 1996 - Aug 1997
    Boston, Ma, Us
    Hospital, Center for Imaging and Pharmaceutical Research. Member of a multidisciplinary team which aided pharmaceutical manufacturers in evaluating marketing decisions in the introduction of new diagnostic drugs. Responsible for creating mathematical models that simulate the health effects and costs of drugs throughout the development process. The models utilized an analytical tool that combined information from multiple sources including clinical trials, meta-analysis, databases and expert opinion.
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  • Texas Instruments
    Senior Financial Analyst
    Texas Instruments Feb 1993 - Jan 1996
    Dallas, Tx, Us
    Precision Technologies Division - Provided financial planning, accounting and control support. Developed and maintained a cost estimate system using Excel and Access and supported new product and investment decisions. Coordinated and communicated all strategic and operational forecasts. Metallurgic Materials Division - Provided financial planning, account and control support to strategic and operational managers. Responsible for: translating manufacturing concepts into quarterly, annual, long range and strategic financial forecast; preparing and analyzing labor and overhead budgets; analyzing material expenses; compiling and reviewing human resource forecast; developing operating/R&D expenses; preparing cash flow analysis; and supporting the monthly financial close. Team leader of the financial systems development team, responsible for integrating new technologies into the business.
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  • Texas Instruments
    Finance Development Program Participant
    Texas Instruments Oct 1991 - Jan 1993
    Dallas, Tx, Us
    Texas Instruments Rotational training program that consisted of structured assignments aimed at quickly advancing skills. World Wide Products Division-Created database to enable external benchmark of competitors and customers. Wrote white papers on business topics including:(1)Product life cycles of products converted from military to consumer use;(2)Analysis of acquisition and merger pricing valuation strategies of competitors; (3)Market opportunities in the automobile safety arena linked to sensor technology. Custom Manufacturing Services-Designed and implemented a real time multi-user database that provides cross function information used for activity based costing, planning and managing the production of electronic components. Enterprise Systems Business- Refined and integrated project management computer tools into the business process. Information Systems and Services Division-Developed and programmed an executive information system that converted financial data into practical information, automating the production of reports.
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David Wolf Skills

Powerpoint Microsoft Excel Microsoft Office Microsoft Word Teamwork Customer Service Social Media Social Networking Leadership Research Event Planning Time Management Public Speaking Marketing Social Media Marketing Business Intelligence Business Analysis Data Warehousing It Strategy Sdlc Management Crm Analytics Solution Architecture Software Development Integration Etl Data Integration New Business Development Business Process Improvement Software Development Life Cycle Banking Master Data Management Essbase Process Improvement Project Management

David Wolf Education Details

  • Stanford University
    Stanford University
    Machine Learning
  • University Of Pennsylvania
    University Of Pennsylvania
    Executive Leadership
  • Boston College Carroll School Of Management
    Boston College Carroll School Of Management
    Finance And Financial Management Services
  • Northeastern University
    Northeastern University
    General
  • Widener University
    Widener University
    Economics

Frequently Asked Questions about David Wolf

What company does David Wolf work for?

David Wolf works for Fidelity Investments

What is David Wolf's role at the current company?

David Wolf's current role is Transformational Business Leader | Digital Innovation Expert.

What is David Wolf's email address?

David Wolf's email address is dw****@****air.com

What schools did David Wolf attend?

David Wolf attended Stanford University, University Of Pennsylvania, Boston College Carroll School Of Management, Northeastern University, Widener University.

What skills is David Wolf known for?

David Wolf has skills like Powerpoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Social Media, Social Networking, Leadership, Research, Event Planning, Time Management.

Who are David Wolf's colleagues?

David Wolf's colleagues are Arit A. Amana, Grant Blaisdell, Suchithra Balakrishnan, Dharmi Buru, Garret Warren, Glenn Kasparian, Katelyn Breen.

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