Manager, Reporting And Analysis
Current
Aug 2015 - Present
AeroLeads people directory · profile
Kevin Roberti, Cpa, Cma Email & Phone Number
Manager, Reporting and Analysis
at
Fidelity Canada
1 work email found
@fidelity.ca
3 phones found area 416 and 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager, Reporting and Analysis
Location
Toronto, Ontario, Canada
Who is Kevin Roberti, Cpa, Cma? Overview
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Quick answer
Kevin Roberti, Cpa, Cma is listed as Manager, Reporting and Analysis at Fidelity Canada, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at fidelity.ca, phone signal with area code 416, 800, and a matched LinkedIn profile for Kevin Roberti, Cpa, Cma.
Kevin Roberti, Cpa, Cma previously worked as Manager, Reporting and Analytics at Invesco Canada (Invesco Trimark) and Supervisor, Reporting and Analytics at Invesco Canada (Invesco Trimark). Kevin Roberti, Cpa, Cma holds Cma, Management Accounting from Society Of Management Accountants.
Company email context
Email format at Fidelity Canada
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*@fidelity.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Kevin Roberti, Cpa, Cma. Compare company email patterns before reaching out.
Profile bio
About Kevin Roberti, Cpa, Cma
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
Listed skills include Analytics, Microsoft Excel, Pl/Sql, Business Analysis, and 6 others.
Current workplace
Kevin Roberti, Cpa, Cma's current company
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5 roles
Kevin Roberti, Cpa, Cma work experience
A career timeline built from the work history available for this profile.
Manager, Reporting And Analytics
Lead 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
Jan 2011 - Jul 2015
Supervisor, Reporting And Analytics
Oversaw analyst report production and regular data maintenance processes to ensure accuracy and provided hands-on support in managing clients and report processes
Jan 2009 - Jan 2011
Sr. Business Performance Management Analyst
Supported 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
Jan 2007 - Jan 2009
Business Analyst
Provided technical troubleshooting support for the 3rd party segregated fund administration platformCreated and executed test plans for system updates
Jun 2005 - Dec 2006
2 education records
Kevin Roberti, Cpa, Cma education
Cma, Management Accounting
Society Of Management Accountants
H. Ba, Economics And Financial Management
Wilfrid Laurier University
FAQ
Frequently asked questions about Kevin Roberti, Cpa, Cma
Quick answers generated from the profile data available on this page.
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 Fidelity Canada?
Kevin Roberti, Cpa, Cma is listed as Manager, Reporting and Analysis at Fidelity Canada.
What is Kevin Roberti, Cpa, Cma's email address?
AeroLeads has found 1 work email signal at @fidelity.ca for Kevin Roberti, Cpa, Cma at Fidelity Canada.
What is Kevin Roberti, Cpa, Cma's phone number?
AeroLeads has found 3 phone signal(s) with area code 416, 800 for Kevin Roberti, Cpa, Cma at Fidelity Canada.
Where is Kevin Roberti, Cpa, Cma based?
Kevin Roberti, Cpa, Cma is based in Toronto, Ontario, Canada while working with Fidelity Canada.
What companies has Kevin Roberti, Cpa, Cma worked for?
Kevin Roberti, Cpa, Cma has worked for Fidelity Canada, Invesco Canada (Invesco Trimark), and Manulife Financial.
How can I contact Kevin Roberti, Cpa, Cma?
You can use AeroLeads to view verified contact signals for Kevin Roberti, Cpa, Cma at Fidelity Canada, including work email, phone, and LinkedIn data when available.
What schools did Kevin Roberti, Cpa, Cma attend?
Kevin Roberti, Cpa, Cma holds Cma, Management Accounting from Society Of Management Accountants.
What skills is Kevin Roberti, Cpa, Cma known for?
Kevin Roberti, Cpa, Cma is listed with skills including Analytics, Microsoft Excel, Pl/Sql, Business Analysis, Business Intelligence, Business Process Improvement, Business Strategy, and Business Objects.
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