Tom Evans, Cfa Email and Phone Number
I am an experienced, PMP-certified project leader who translates ideas and concepts into sustainable initiatives that result in cost savings and operational efficiencies. I am also a seasoned financial analyst with an MBA and the CFA designation and possess close to 10 years of experience in equity valuation, financial analysis, and budgeting. I have led a range of different company-wide initiatives since transitioning into project management 10 years ago. They include process improvement programs, software deployments, and growth initiatives. An example of these projects was an initiative to improve The MENTOR Network's reporting on service quality indicators. Working with the former commissioner of the Massachusetts Department of Developmental Services and a team of subject matter experts, the report and review process we developed led to a 19 percent increase in a key quality metric. Throughout all of my work, I aim to achieve mutually agreed upon performance targets through coaching and collaboration, effective project management, and open communication. I have seen this combination of principles translate into projects that are on-time and within budget, generating attractive returns on investments. I have also witnessed the positive impact that successful projects have on company culture.Specialties: Financial Analysis, Project Management, KPI Reports and Performance Evaluation
Mercer
View- Website:
- mercer.com
- Employees:
- 22255
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PrincipalMercer Nov 2015 - PresentBostonCurrently work for the COO of Mercer's newly created Wealth division. Also working as the project manager of Mercer Financial Wellness which was launched in August, 2016. -
Adjunct InstructorNortheastern University Oct 2013 - Oct 2016Greater Boston AreaAdjunct faculty member in the Master of Science in Project Management program within the College of Professional Studies, currently teaching Project Management Practices courses. -
Director, Solution DeliveryFidelity Investments Jul 2015 - Oct 2015 -
Senior Project ManagerFidelity Investments Jul 2012 - Sep 2015Smithfield, Rhode Island -
Senior Project ManagerThe Mentor Network Aug 2011 - Aug 2012Greater Boston AreaMember of a newly formed Project Management Office, established within the second largest operating division of The MENTOR Network, a $1 billion organization in 35 states serving individuals with intellectual/developmental disabilities, children in the child welfare system, and individuals with acquired brain injury. -
Director Of Corporate ServicesThe Mentor Network May 2009 - Aug 2011Served as a business partner for the Chief Financial Officer of The MENTOR Network. Previously served as the business partner and budget director for the Chief Administrative Officer. -
Senior Business AnalystThe Mentor Network 2006 - 2009Developed and presented key performance indicator reports for the executive team including a report that tracked cost savings initiatives and a report that monitored service quality. -
Business ManagerPearson Prentice Hall 2004 - 2006Responsible for financial management of science and language arts textbook programs. Developed and presented program budgets and monitored performance.
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Director And Senior AnalystEduventures, Inc. 1999 - 2002Authored several widely read industry reports including a quarterly report that tracked venture capital investment in education companies. Presented research findings at industry conferences and provided advisory services to clients. -
Investment AssociatePutnam Investments Jul 1996 - Jul 1999Supported analysts in the equity research department. Selected to provide recommendations for companies operating in emerging market countries.
Tom Evans, Cfa Education Details
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General Studies -
Lincoln High School -
Political Science
Frequently Asked Questions about Tom Evans, Cfa
What company does Tom Evans, Cfa work for?
Tom Evans, Cfa works for Mercer
What is Tom Evans, Cfa's role at the current company?
Tom Evans, Cfa's current role is Principal at Mercer.
What schools did Tom Evans, Cfa attend?
Tom Evans, Cfa attended Babson College - Franklin W. Olin Graduate School Of Business, Lincoln High School, Williams College.
Who are Tom Evans, Cfa's colleagues?
Tom Evans, Cfa's colleagues are Jan Müller, Pascale Descarpentries, Jingwei Lu, Barry Vallan, Cody Mamot Gaitan, Steven L. Prescod, Anthony (Tc) Williams.
Not the Tom Evans, Cfa you were looking for?
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Thomas M. Evans, CFA
Corporate Finance, Fp&A, Accounting, Risk Management, Regulatory Remediation, Business TransformationBoise, Id3gmail.com, kpmg.com, kpmg.com.au -
1tayloradvisors.com
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