Kathy Tucker Email and Phone Number
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Kathy Tucker personal email
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Kathy Tucker phone numbers
Kathy Tucker is a Principal Analyst at Fidelity Investments. She possess expertise in sdlc, process improvement, access, payroll, microsoft excel and 12 more skills. Colleagues describe her as "I've worked with Kathy on several projects related to business changes related to changes in tax law. Kathy has a great attention to detail and a creative approach to problem solving. Kathy also has a great understanding of the business impacts of regulatory changes. Kathy has a great mix of technical and business skills that make her an asset to any organization. I highly recommend Kathy I look forward to working with her in the future." and "Kathy is a excellent worker and very knowledgeble with respect to Payroll and W2 Processing. Her attention to detail and knowledge of the Business make her asset to any prospective organization. Kathy is very dedicated to her work and her relationships with other colleagues enhances her overall value to any organization. Kathy worked for me in a Quality Assurance capacity but she previously worked on the Business Side servicing clients as well."
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Principal AnalystFidelity Investments May 2023 - Present*Provide business analysis services across multiple Agile squads as part of a center of excellence team.
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Business Analysis ConsultantFidelity Investments Jul 2022 - May 2023*Manage and drive technology projects in mutual fund industry. Develop and support SharePoint sites and R and VBA scripts. Experienced in Agile environment including writing, presenting, and testing stories. Detail-oriented professional with a passion for identifying efficiencies and designing and implementing more cost effective and risk managed workflows.Selected Accomplishments:* Sponsor a LEAP project (training program for college graduates in technical careers) to create a web-based solution for running R script validation tools on shareholder reports by multiple users simultaneously.* Partner with EY on R script project to validate N-CEN filings.
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Senior Business AnalystFidelity Investments Aug 2015 - Jun 2022Merrimack, New Hampshire, United States*Managed systems support and project responsibilities simultaneously. Successfully received certification in R programming. Quickly adapted to managing R script support for most of Shareholder Reporting's scripts.Selected Accomplishments:* Managed a temporary employee while developing scheduling tools to decommission third-party software incompatible with Windows 10 and to create a platform for the first Shareholder Reporting XTRAC implementation. * Designed scheduling tool to implement a cloud database to reduce human error risk and reduce maintenance by 67%. This platform is currently an integral part of the Shareholder Modernization Agile project.*Reviewed, modified, and developed 38 R scripts (new and transitioned) to automate preparing and validating data for shareholder reports. Proposed citizen developer program improvements while partnering with Fund Admin Lite Automation community and FFIO Automation team.
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Business AnalystFidelity Investments Jun 2007 - Aug 2015*Experienced with entire project life cycle including requirements gathering through implementing solutions with both waterfall and Agile methodologies. Managed third-party tax software updates and produced client newsletters. Selected Accomplishments:*Simplified W-2 related file comparisons for 200+ clients. Reduced risk, increased scope to include local jurisdictions, and reduced maintenancefrom several weeks to < 1 hour.*Automated running multiple SQL queries with auto-selected parameters to reduce time, improve reporting accuracy, and provide > $15K in savings.
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Associate Quality Assurance EngineerFidelity Investments Jun 2006 - Jun 2007*Constructed and executed comprehensive test plans for payroll tax software.Selected Accomplishments:*Developed automated tax calculation testing templates for every filing status for all US states and Puerto Rico to reduce reportingfrom 3 weeks to < 1 hour.
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Tax AnalystFidelity Investments Jun 2005 - Jun 2006*Analyzed error reports and discovered trends to resolve issues within deadlines.Selected Accomplishments:*Managed training, documentation, and assignments for 25+ associates.*Determined discrepancy data trends to meet established resolution deadlines.
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Issue Resolution RepresentativeFidelity Investments Apr 2004 - Jun 2005*Supported managers and employees of clients on payroll inquiries and issues as a third tier customer service representative.
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BookkeeperOmega Specialty Instruments Aug 2001 - Apr 2004*Responsible for accuracy while processing accounts receivable and accounts payable, filing multiple state sales tax returns, preparing customer statements, and reconciling bank statements.
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Compliance AuditorBankers Advisory Apr 2003 - Mar 2004*Audit mortgages and send detailed reports for clients as a quality control function.*Required to research Federal, State, FHA, and VA compliancde regulations as necessary.
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Staff AccountantGold Star Wholesale Nurseries, Inc. Nov 2000 - Mar 2003*Various responsibilities including recording cash receipts, processing accounts payable, reconciling bank reconcilitations, posting intercompany journal entries, preparing data for yearly audits, preparing customer statements bi-weekly, charging finance charges, and responding to customer and vendor inquiries.*Exposed to account analysis, credit application process, cash management, and sales history reports through assisting and covering absences for other accounting personnel.
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Financial AdvisorAmerican Express Financial Advisors May 2000 - Nov 2000*Prepared for and passed licensing exams for Life, Accident, and Health Insurance, Series 66, and Series 7 within 3 months.*Analyzed goals, risk level, and current position of clients to provide appropriate financial advice. -
Tax PreparerH&R Block Dec 1999 - Apr 2000*Required to learn and apply current tax laws to prepare accurate tax returns.*Possess ability to work independently and research tax data as necessary. -
Postage AdministratorCps Direct, Inc. Feb 1999 - Apr 2000*Industry-specific position requiring performance of all functions of postage accounting, while utilizing Microsoft Outlook, Excel, Word, and Printstream. *Responsible for reconciling petty cash, and fulfilling certain payroll, A/R, and A/P duties.
Kathy Tucker Skills
Kathy Tucker Education Details
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Six Sigma -
Project Management
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Accounting -
Chelmsford High School
Frequently Asked Questions about Kathy Tucker
What company does Kathy Tucker work for?
Kathy Tucker works for Fidelity Investments
What is Kathy Tucker's role at the current company?
Kathy Tucker's current role is Principal Analyst.
What is Kathy Tucker's email address?
Kathy Tucker's email address is ud****@****hoo.com
What is Kathy Tucker's direct phone number?
Kathy Tucker's direct phone number is +161791*****
What schools did Kathy Tucker attend?
Kathy Tucker attended Southern New Hampshire University, Southern New Hampshire University, University Of Massachusetts Lowell, Chelmsford High School.
What are some of Kathy Tucker's interests?
Kathy Tucker has interest in Home Improvement, Piano, Investing.
What skills is Kathy Tucker known for?
Kathy Tucker has skills like Sdlc, Process Improvement, Access, Payroll, Microsoft Excel, Business Analysis, Visio, Quality Assurance, Sql, Vba, Requirements Gathering, Financial Analysis.
Who are Kathy Tucker's colleagues?
Kathy Tucker's colleagues are Daniel Mckinnon, Joanne O'neil, Michael Baril Cfp®, John Granger, Anmoldeep Singh, Kathryn Fratus, Mageshwaran Janarthanam.
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