Framingham, Massachusetts, United States
Results focused Senior Director with 20+ years of proven success in project management, business intelligence and financial leadership at Fidelity. Highly skilled and effective leader / contributor with very strong analytical, technical, planning, organizational and decision-making ability to effectively manage multiple projects simultaneously. Proven ability to build, manage and lead high functioning teams. Dedicated leader focused on inspiring and mentoring teams to high levels of performance.
• Key contributor of FCM’s FCMONE multiyear project: identifying opportunities, gathering requirements, validating solutions, adding controls, testing, communicating cross functionally and delivering results to end users. • Actively contribute to the continuous improvement of project framework and to the successful organizational transition to Agile • Manage client portal project for new institutional clients/prospects. Focused on customer experience in creating portal page, determining, and creating content, developing workflow, and managing all JIRA and testing activities. • Report of key insight trends, using statistical rigor to simplify and inform the SMT team of noteworthy story line. • Manage reporting process and metrics development, coordinating various process performance and reporting activities as well as metrics reporting across various Capital Markets desks. • Develop, implement, and evaluate metrics. Make recommendations to teams and management for improvements. • Work with Product Management to understand the priority features and fixes and cascade this information to developers. • Drive implementation of best agile practices: dynamic team collaboration, informative metrics, lean development, continuous improvement.
● Managed the development of tools to measure and analyze financial and operational information (e.g. financial ratios, key performance indicators, sales forecasting platform, integrated budget model, product pricing, and management reports). ● Developed and managed complex excel-based financial models. ● Automated processes to improve rigor and speed in the processing of critical information. ● Played major role in FCM’s equity trading profitability model analysis and new initiatives evaluation ● Provided recommendations regarding enhancements to business model objectives, and revenue plan ● Supported upper management with various analysis surrounding sales pipelines, commission structure, budget/outlook and ad hoc requests