David Wolf Email & Phone Number

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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.

Executive Education, Machine Learning

University Of Pennsylvania - Wharton - Security Industry Institute, Executive Leadership

Masters Of Finance, Finance And Financial Management Services

Master Of Business Administration - Mba, Finance, General

Bachelors Of Science, Economics