Doug Moore Email and Phone Number
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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.
Edelman Financial Engines
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Chief Financial Officer, Client TeamEdelman Financial Engines Dec 2021 - PresentSanta Clara, California, UsLead 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. -
Chief Financial OfficerAaa Northeast 2020 - Dec 2021Providence, Ri, UsLed 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. -
Senior Vice President - Finance And AdministrationAaa Northeast 2019 - 2020Providence, Ri, Us -
Chief Financial OfficerHighvista Strategies, Llc 2018 - 2019Responsible 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.
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Vice President - Emoney AdvisorFidelity Investments 2018 - 2018Boston, Ma, UsLed 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. -
Senior Vice President - Fidelity Institutional Asset ManagementFidelity Investments 2015 - 2016Boston, Ma, UsManaged 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. -
Chief Financial Officer - Pyramis Global AdvisorsFidelity Investments 2011 - 2015Boston, Ma, UsResponsible 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. -
Vice President Finance - Pyramis Global AdvisorsFidelity Investments 2008 - 2011Boston, Ma, UsLed a team of analysts supporting the Global Sales and Distribution, Investment Management, and all middle office support functions. -
First Vice President, Senior Sales Operations Manager, Commercial Term LendingWashington Mutual 2006 - 2008New York, Ny, UsSupported 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. -
First Vice President, Senior Finance ManagerWashington Mutual 2003 - 2006New York, Ny, UsSupported 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. -
Vice President Of Operations & Planning, North AmericaAgency.Com 2000 - 2002New York, Ny, UsResponsible 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. -
Director Of FinanceAramark 1994 - 2000Philadelphia, Pennsylvania, Us -
Financial Analyst / Compensation AnalystMobil Oil 1991 - 1994Dammam, Eastern, Sa -
Recruiting CoordinatorNcr Corporation 1988 - 1990Atlanta, Georgia, Us
Doug Moore Skills
Doug Moore Education Details
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Cornell Johnson Graduate School Of ManagementFinance And Real Estate -
Cornell UniversityIndustrial 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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