Doug Moore

Doug Moore Email and Phone Number

Chief Financial Officer, Client Team at Edelman Financial Engines | Strategic Business Partner | Operations Support & Chief Administrative Office Experience @ Edelman Financial Engines
Doug Moore's Location
East Greenwich, Rhode Island, United States, United States
Doug Moore's Contact Details
About Doug Moore

Results driven senior executive leader with deep functional experience in finance and operational support positions. Strategic business partner and collaborative relationship builder who works across the organization from the ground up to create strong teams, improve processes, and drive value. Leverage planning and forecasting capabilities to pinpoint where the business stands and is headed. Focused on business performance management to solve issues, increase revenues, and reduce costs. STRENGTHS• Business strategy• Financial planning and analysis• Business partner support• Organizational integration• Process improvement• Board and regulatory experience• Customer focus orientation• Experience with SaaS and subscription membership revenue models• Building high performing teams• Well-developed organizational and communication skills• Strong attention to detail• Negotiation skills• Ability to develop and manage trusted partnershipsI am an experienced finance professional who leverages the breadth and depth of my background to build strategic finance functions and improve business operations. I excel at identifying talent, building successful teams and developing valuable business partner relationships.

Doug Moore's Current Company Details
Edelman Financial Engines

Edelman Financial Engines

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Chief Financial Officer, Client Team at Edelman Financial Engines | Strategic Business Partner | Operations Support & Chief Administrative Office Experience
Doug Moore Work Experience Details
  • Edelman Financial Engines
    Chief Financial Officer, Client Team
    Edelman Financial Engines Dec 2021 - Present
    Santa Clara, California, Us
    Lead a team of finance professionals responsible for developing and implementing strategies to evolve key processes, deliver valuable insights and analytics, and drive profitable growth and client retention in partnership with the Wealth Management and Workplace business.
  • Aaa Northeast
    Chief Financial Officer
    Aaa Northeast 2020 - Dec 2021
    Providence, Ri, Us
    Led more than 70 associates at one of the largest AAA clubs serving six states offering roadside assistance, property and casualty insurance, financial services, travel services, and branch operations. Directed the Finance, Accounting, Payroll, Financial Operations, Systems, and Treasury teams. Oversaw capital calls, money movement, banking, and audit relationships.
  • Aaa Northeast
    Senior Vice President - Finance And Administration
    Aaa Northeast 2019 - 2020
    Providence, Ri, Us
  • Highvista Strategies, Llc
    Chief Financial Officer
    Highvista Strategies, Llc 2018 - 2019
    Responsible for the overall financial architecture of an investment management firm with over $3B in assets, delivering diversified portfolios across public and private markets to institutional and high net wealth investors. Oversaw fund accounting, operations, valuation, tax, reporting, financial statement preparation, and cash management activity across all funds and corporate entities.
  • Fidelity Investments
    Vice President - Emoney Advisor
    Fidelity Investments 2018 - 2018
    Boston, Ma, Us
    Led the Financial Planning & Analysis, Enterprise Program Management and Internal Systems Product Management teams of a $100M software as a service (SaaS) financial technology company delivering wealth management and financial planning software. Responsible for the delivery of accurate, high quality financial information and strategic analysis including the consolidation of profitability views and metrics to drive actionable insights.
  • Fidelity Investments
    Senior Vice President - Fidelity Institutional Asset Management
    Fidelity Investments 2015 - 2016
    Boston, Ma, Us
    Managed Planning, Business Operations, Project Management, and Facilities Administration groups within the Chief Administrative Office of an institutional asset management firm with $500B of assets and $1.2B of revenue.
  • Fidelity Investments
    Chief Financial Officer - Pyramis Global Advisors
    Fidelity Investments 2011 - 2015
    Boston, Ma, Us
    Responsible for the financial oversight and support of an institutional asset management company with $220B of advisory assets generating $350M of revenue for Pyramis and $1B for Fidelity. Helped set business strategy and drive execution.
  • Fidelity Investments
    Vice President Finance - Pyramis Global Advisors
    Fidelity Investments 2008 - 2011
    Boston, Ma, Us
    Led a team of analysts supporting the Global Sales and Distribution, Investment Management, and all middle office support functions.
  • Washington Mutual
    First Vice President, Senior Sales Operations Manager, Commercial Term Lending
    Washington Mutual 2006 - 2008
    New York, Ny, Us
    Supported the East Coast Director and National Operations Manager in driving sales and streamlining processes across the Commercial Term Lending group which served the multi-family and small commercial real estate markets. Provided operational support including capturing pricing data, building market analysis, developing production reporting, coordinating training and prospecting opportunities, and driving process improvements.
  • Washington Mutual
    First Vice President, Senior Finance Manager
    Washington Mutual 2003 - 2006
    New York, Ny, Us
    Supported the Executive Vice President and Human Resources function, drove productivity gains, identified cost efficiencies, and provided financial oversight. Managed annual corporate HR department and overhead planning process totaling roughly $150M; provided recommendations, expense guidance and analysis for medical, pension, stock incentive, and retirement accounts of $700M; coordinated and prepared monthly and quarterly business reviews and corporate disclosure summaries; and provided cost benefit analysis for capital expense projects, changes to compensation, and health & retirement programs.
  • Agency.Com
    Vice President Of Operations & Planning, North America
    Agency.Com 2000 - 2002
    New York, Ny, Us
    Responsible for the day-to-day operations of an e-business consulting firm with five North American offices and annual revenues exceeding $40M. Managed a team of five to increase operational efficiencies and provide enhanced support services with an emphasis on staffing mix and resource planning, billing, internal technology, training and office management. Oversaw operating salary and overhead budgets in excess of $35M. Performed all financial forecasting, operational analysis, and new business projected profit review. Provided operational and financial direction to the executive management team.
  • Aramark
    Director Of Finance
    Aramark 1994 - 2000
    Philadelphia, Pennsylvania, Us
  • Mobil Oil
    Financial Analyst / Compensation Analyst
    Mobil Oil 1991 - 1994
    Dammam, Eastern, Sa
  • Ncr Corporation
    Recruiting Coordinator
    Ncr Corporation 1988 - 1990
    Atlanta, Georgia, Us

Doug Moore Skills

Strategic Planning Process Improvement Financial Modeling Business Strategy Corporate Finance Series 7 Forecasting Budgeting Series 24 Financial Analysis Cross Functional Team Leadership Pricing Acquisitions Executive Financial Management Business Planning Business Performance Management Relationship Building Team Building Board Of Directors Presentation Skills Business Operations Regulatory Requirements Leadership Management Business Analysis Strategy Compensation Planning Compensation Strategies Compensation Administration

Doug Moore Education Details

  • Cornell Johnson Graduate School Of Management
    Cornell Johnson Graduate School Of Management
    Finance And Real Estate
  • Cornell University
    Cornell University
    Industrial Labor Relations

Frequently Asked Questions about Doug Moore

What company does Doug Moore work for?

Doug Moore works for Edelman Financial Engines

What is Doug Moore's role at the current company?

Doug Moore's current role is Chief Financial Officer, Client Team at Edelman Financial Engines | Strategic Business Partner | Operations Support & Chief Administrative Office Experience.

What is Doug Moore's email address?

Doug Moore's email address is do****@****aol.com

What schools did Doug Moore attend?

Doug Moore attended Cornell Johnson Graduate School Of Management, Cornell University.

What are some of Doug Moore's interests?

Doug Moore has interest in Boating And Cooking, Cycling, Investing.

What skills is Doug Moore known for?

Doug Moore has skills like Strategic Planning, Process Improvement, Financial Modeling, Business Strategy, Corporate Finance, Series 7, Forecasting, Budgeting, Series 24, Financial Analysis, Cross Functional Team Leadership, Pricing.

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