Jim March

Jim March Email and Phone Number

Director of Core Operations - Fidelity Charitable @ Fidelity Charitable®
boston, massachusetts, united states
Jim March's Location
Dallas-Fort Worth Metroplex, United States
Jim March's Contact Details

Jim March work email

Jim March personal email

n/a
About Jim March

Jim March is a Director of Core Operations - Fidelity Charitable at Fidelity Charitable®. He possess expertise in accounting, finance, management, social media, time management and 12 more skills.

Jim March's Current Company Details
Fidelity Charitable®

Fidelity Charitable®

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Director of Core Operations - Fidelity Charitable
boston, massachusetts, united states
Website:
fidelitycharitable.org
Employees:
313
Jim March Work Experience Details
  • Fidelity Charitable®
    Director, Core Operations
    Fidelity Charitable® Sep 2023 - Present
    Westlake, Texas
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  • Fidelity Investments
    Sr. Manager, Cash Reconciliations
    Fidelity Investments Dec 2021 - Sep 2023
    Westlake, Tx
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  • Fidelity Investments
    Manager, Cash Reconciliations
    Fidelity Investments Aug 2019 - Dec 2021
    Westlake, Tx
  • Fidelity Investments
    Reconciliations Analyst (V) - Qc / Audit Team
    Fidelity Investments Jul 2018 - Aug 2019
    Westlake, Texas
    Led Fidelity's private placement and PIPE share reconciliationsEstablished and performs a reconciliation process for the debt and equity of an alternative investmentManaged special projects to reduce the risk of registered positions and the share cleaning processWorked with counterparties to retrieve escheated property Candidate for the CFA Level II exam
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  • Fidelity Investments
    Proxy Reconciliations Analyst (Iv)
    Fidelity Investments Oct 2016 - Jul 2018
    Westlake, Texas
    Researched eligibility and reconciled ballot discrepancies on behalf of Fidelity's fundsImproved exception tracking to facilitate real time ballot monitoringPartnered with System Teams to deliver tool enhancements by utilizing AGILE methodologyExecuted ad hoc reconciliations and verifications which required sophisticated proxy knowledgeTrained new analysts on proxy processes and procedures
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  • Fidelity Investments
    Position Reconciliations Analyst (Iii)
    Fidelity Investments Feb 2016 - Oct 2016
    Westlake, Texas
    Researched and resolved share quantity discrepancies for Fidelity's institutional fundsWorked in concert with Corporate Actions, Fund Events and Trade Operations
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  • Bel'Gustos - New Berlin, Wi
    Restaurant Owner & Operator
    Bel'Gustos - New Berlin, Wi Sep 2014 - Dec 2015
    New Berlin, Wi
    Resumed operation of the initial Bel'GUSTOS restaurant in New Berlin, WI. Analyzed financial performance, forecasts and budgets.Increased revenues 60% within six months.
  • Bel'Gustos - Irving, Tx
    Restaurant Owner & Operator
    Bel'Gustos - Irving, Tx Jul 2011 - Oct 2014
    Irving, Tx
  • Stark Investments
    Private Equity Intern Accountant
    Stark Investments Feb 2010 - May 2011
    St. Francis, Wi
    Performed daily and monthly accounting procedures for 3 funds and 18 underlying entities.Prepared consolidated monthly financials.Assisted in developing analytic and quantitative models to value private equity investments.Implemented procedures to help secure company assets.Assisted the Internal Audit department by reconciling positions and reports.Designed an automated NAV report previously done manually.
  • Bel'Gustos - New Berlin, Wi
    Restaurant Owner & Operator
    Bel'Gustos - New Berlin, Wi May 2006 - Aug 2009
    New Berlin, Wi

Jim March Skills

Accounting Finance Management Social Media Time Management Internal Audit Financial Analysis Forecasting Microsoft Excel Budgets Sales Access Event Planning Risk Management Payroll Investments Microsoft Office

Jim March Education Details

Frequently Asked Questions about Jim March

What company does Jim March work for?

Jim March works for Fidelity Charitable®

What is Jim March's role at the current company?

Jim March's current role is Director of Core Operations - Fidelity Charitable.

What is Jim March's email address?

Jim March's email address is ji****@****ity.com

What schools did Jim March attend?

Jim March attended University Of Milwaukee - Wisconsin, Cornell University, Waukesha West High School.

What are some of Jim March's interests?

Jim March has interest in I Enjoy Finance, Kayaking, Woodworking.

What skills is Jim March known for?

Jim March has skills like Accounting, Finance, Management, Social Media, Time Management, Internal Audit, Financial Analysis, Forecasting, Microsoft Excel, Budgets, Sales, Access.

Who are Jim March's colleagues?

Jim March's colleagues are Sarah Prichard, Mba, Evan Reass, Tomeka Patterson, Angie Barksdale, Alexandra Cotton, Kurt Diegel, Tracy Sessions.

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