Susan Graham Email & Phone Number

Boston, Massachusetts, United States

FP&A support for Digital Technology and Telecommunications teams.

Led Finance and Strategy activities for: Fidelity Institutional (FI) and Fund and Brokerage Operations & Technology organizations (FBOT), as a member of the FI shared services Finance team.•Coordinated and consolidated annual and multi-year expense and resource plans for FBOT organization for submission to Corporate Finance. Assisted business unit Finance teams with their plan submission and documented changes. Plan included ~$900M+ annual external expense (including compensation, vendor… Show more Led Finance and Strategy activities for: Fidelity Institutional (FI) and Fund and Brokerage Operations & Technology organizations (FBOT), as a member of the FI shared services Finance team.•Coordinated and consolidated annual and multi-year expense and resource plans for FBOT organization for submission to Corporate Finance. Assisted business unit Finance teams with their plan submission and documented changes. Plan included ~$900M+ annual external expense (including compensation, vendor services, equipment and software, and travel) and ~8,000+ resources (direct hire associates, vendors, temporary associates, and offshore).•Created financial views for Annual and MYP presentations for Executive review. Collaborated with FBOT CFO and team, FBOT Strategy, and Corporate Communications teams to complete presentations and ensure data consistency.•Created Quarterly Executive Scorecard Reporting for FBOT Senior Management team.•Collected and maintained reporting for $320M+ Technology Development spend for two large organizations (FI and FBOT). Included views of spend based on strategic objectives, individual business unit spend, new vs. ongoing initiatives, Provider vs. Customer, and Agile Domains. This data informed annual and multi-year planning activities.•Researched downstream impact of Agile transformation on existing business practices for FI and Fidelity Brokerage Technology (FBT) organizations, including support of SOP-98 (Internal Use Software) capitalization process. Made process recommendations and identified risks.•Completed monthly operating income analysis and revenue estimates for FI.•Generated P&L and headcount reporting for FI HR and Finance functions. Researched questions from the team.•Performed testing on Anaplan forecasting tool as part of enterprise systems rollout for Finance function.•Provided support on rollout of Domo tool for metrics based reporting dashboards. Show less

Managed the annual external expense budget, and periodic change control process for Fidelity Brokerage Technology including coordination with multiple business partners to set parameters for future planning. Including workforce plan goals (domestic and offshore), technology development spend, equipment and software, depreciation, and T&E spend levels for future year(s). Ensured plan was in compliance with Corporate Finance scale and efficiency targets. •Created the annual inter-company… Show more Managed the annual external expense budget, and periodic change control process for Fidelity Brokerage Technology including coordination with multiple business partners to set parameters for future planning. Including workforce plan goals (domestic and offshore), technology development spend, equipment and software, depreciation, and T&E spend levels for future year(s). Ensured plan was in compliance with Corporate Finance scale and efficiency targets. •Created the annual inter-company billing plan by technology category (Core & Maintenance, Development, Overhead, and Governance) and customer. •Validated monthly billing process for FBT. Processed adjustments and communicated month over month variances with business partners.•Summarized and analyzed discretionary technology spend to determine progress, risks to completion, and input to business cases. •Delivered monthly reporting, including expense, headcount, and technology spend for the FBT CIO, CFO, Division heads and other business partners.•Identified development programs eligible for IUS Capitalization and/or R&D Tax Credit. Ensured compliance with Corporate Accounting rules, Controller process checks, and Internal Audit guidelines. •Led team’s transition to new technology tools, process changes, and reporting delivery methods. Show less

•FP&A Support for Fidelity Brokerage Technology.

•Assisted customers with trading and services inquiries. •Assisted team of brokerage trading representatives with customer escalations and trading error research. •Managed team participation in marketing goals.•Managed specialty trading gate for Self Directed Brokerage participants.•Held Series 7, 6, and 63 licenses.

Master'S Degree, Finance

Bachelor'S Degree, Business Administration And Management, General