Kevin Roberti, Cpa, Cma work email
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Kevin Roberti, Cpa, Cma personal email
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Kevin Roberti, Cpa, Cma phone numbers
For the past 10 years I've had the opportunity to work with many great individuals in the financial services industry and have experienced tremendous growth both personally and professionally as a result. I have in-depth knowledge of mutual fund operations and have worked closely with numerous other departments in the business including Sales, Marketing, Product and Finance.Obtaining my CMA combined with leading an analytics team has given me the knowledge to apply industry best practice tools and techniques in the areas of Business Performance Management, Business Intelligence and Business Process Improvement helping all levels of management develop, measure and improve on their goals ranging from tactical to strategicSpecialties: Analytics, Business Modelling, Data Management, Mutual Fund Operations, Reporting, Process Improvement
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Manager, Reporting And AnalysisFidelity Canada Aug 2015 - PresentToronto, Ontario, Ca
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Manager, Reporting And AnalyticsInvesco Canada (Invesco Trimark) Jan 2011 - Jul 2015Toronto, On, CaLead a team of analysts who work collaboratively with internal clients to provide end-to-end reporting support as well facilitate process improvementsGuide staff members on the interpretation and application of best practices to reporting and analytical workPerform high-level decison support analytics by integrating financial and non-financial data using a variety of tools and best practice techniques -
Supervisor, Reporting And AnalyticsInvesco Canada (Invesco Trimark) Jan 2009 - Jan 2011Toronto, On, CaOversaw analyst report production and regular data maintenance processes to ensure accuracy and provided hands-on support in managing clients and report processes
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Sr. Business Performance Management AnalystInvesco Canada (Invesco Trimark) Jan 2007 - Jan 2009Toronto, On, CaSupported internal clients by developing reporting that measured achievement of strategic, operational and tactical goals through the use of tools such as Balanced Scorecards and customized management reports
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Business AnalystManulife Financial Jun 2005 - Dec 2006Toronto, Ontario, CaProvided technical troubleshooting support for the 3rd party segregated fund administration platformCreated and executed test plans for system updates
Kevin Roberti, Cpa, Cma Skills
Kevin Roberti, Cpa, Cma Education Details
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Society Of Management AccountantsManagement Accounting -
Wilfrid Laurier UniversityEconomics And Financial Management
Frequently Asked Questions about Kevin Roberti, Cpa, Cma
What company does Kevin Roberti, Cpa, Cma work for?
Kevin Roberti, Cpa, Cma works for Fidelity Canada
What is Kevin Roberti, Cpa, Cma's role at the current company?
Kevin Roberti, Cpa, Cma's current role is Manager, Reporting and Analysis.
What is Kevin Roberti, Cpa, Cma's email address?
Kevin Roberti, Cpa, Cma's email address is ke****@****ail.com
What is Kevin Roberti, Cpa, Cma's direct phone number?
Kevin Roberti, Cpa, Cma's direct phone number is +141630*****
What schools did Kevin Roberti, Cpa, Cma attend?
Kevin Roberti, Cpa, Cma attended Society Of Management Accountants, Wilfrid Laurier University.
What skills is Kevin Roberti, Cpa, Cma known for?
Kevin Roberti, Cpa, Cma has skills like Analytics, Microsoft Excel, Pl/sql, Business Analysis, Business Intelligence, Business Process Improvement, Business Strategy, Business Objects, Financial Services, Management.
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