Tim Pafford Email & Phone Number

Westlake, TX

• Prepare Fidelity shareholder documents for EDGAR filings, in both HTML and iXBRL formats.
• Coordinate with EDGAR staff, senior management, and FFIO IT teams to resolve electronic filing related issues and with the creation, and testing, of various system enhancements.
• Assisted with system upgrade testing and implementation while acting as a technical resource to department staff.
• Coordinate with internal business partners, external auditors, and other business partners to coordinate scheduling & processing of new fund filings.
• Mentor newer members of FFIO Certification, Production, and Filing team to expand overall level of knowledge of the team creating a greater level of sustainability within the team.

Westlake Texas

• Prepare Fidelity shareholder documents for EDGAR filings, in both HTML and iXBRL formats.
• Coordinate with EDGAR staff, senior management, and FFIO IT teams in various capacities to resolve filing related systems issues.
• Coordinate with internal business partners, external auditors, and other business partners to coordinate scheduling & processing of new fund filings.
• Peer Review of EDGAR filing packages with varying degrees of difficulty.
• Create and update procedure documentation with varying degrees of difficulty.

Westlake Texas

• Continuous evaluation and review of company Board Memo’s, Mutual Fund Prospectus and Statements of Additional Information, and other EDGAR filings to ensure all documents contain correct and relevant investment.
• Created monthly fund disclosure change report for presentation to firm’s Board of Trustees.
• Coordinated library implementation requests and documentation audits to ensure accurate processing by pre-determined deadlines.
• Coordinated with disclosure staff and senior reviewers to resolve disclosure related issues based on established guidelines.
• Mentored and assisted with the training of new team members.

Responsible for preparing monthly sales report covering all product lines of MetLife. Preparation included utilizing various software packages, multi-database extracts and other resources to create a multi-faceted presentation for the monthly senior management mettings.

Boston, Massachusetts, United States

Assisted various associates with all technology questions and issues as required or requested. Led business initiative for the setup and use of Blackberry handheld devices throughout the firm. Led initiative to roll-out new applications or application upgrades using automated methods. Upgrades and installs were delivered during off-hours and weekends, as.

Bachelor Of Science - Bs, Finance And Financial Management Services

Associate'S Degree, Business Administration And Management, General

Certificate, Business Analytics

Data Analytics And Agile Leadership Certificate, Business Analytics

Recently completed the Business Analytics Fundamentals course. This is the 1st of 4 courses to complete the entire program.