Warwick, Rhode Island, United States
I am a passionate, dedicated and goal-oriented team player with experience in financial analysis, product billing, financial analysis and billing systems, project management, product management, service recovery analysis, commission and fee analysis, service recovery execution and client services. Within my 12 years employed within the finance industry, I have held positions within banking, account operations, financial analysis and financial management. I have a strong track record for cultivating positive relationships with the business units and clients supported and collaborated with daily.
• Product Billing: -Lead analyst- Wealth Advisors Solutions (WAS) supporting product management, SQL and logic modification, statement generation, fee analysis and service recovery analysis. -Lead analyst-Platform Fee, Servicing Fee and IWM Fee supporting product management, fee analysis and statement generation. -Lead analyst-AMP & Advanced Modeling and Rebalancing (AM&R) supporting product management, SQL and logic modification, statement generation and fee analysis. -Co-Lead analyst-Soft Dollar supporting product management, invoice review and approval, and statement generation. • National-Strategic region lead analyst: -Lead analyst responsible for monitoring, responding to inquiries, and supporting the Finance Pricing team, Relationship Managers, Client Development Specialists and Client Service Managers for the National/Strategic region which house the largest RIA clients on the Fidelity platform. Given my background in client experience, I am also the point of contact for questions and issues presented by end-clients and firms directly. -Responsible for reviewing and coding client contract pricing, commission and trend analysis, fee billing analysis, manual processes, project and product management, monthly and quarterly product and fee statement analysis, problem resolution and new-hire training. • Project management experience: -Successfully led and co-led numerous projects and service recoveries pertaining to global pricing updates, statement automation, and SQL and logic modifications for the Wealth Advisor Solutions, AMP, Custody Fee, Platform Fee, Servicing Fee and Advanced Modeling & Rebalancing products to name a few (project specifics can be provided upon request). Each project and service recovery managed has incorporated the use of Jira for progress tracking and communication regarding problem resolution.
-Opened and conducted maintenance on accounts within the Core, Preferred, and Premium segments for advisor firms throughout all assets under management levels. -Led and co-led numerous projects involving risk, privacy prevention, account maintenance, processing program/product development and enhancement as well as account research and analysis. -Trained and assisted newly hired associates with learning and improving the skills needed to conduct account setup and maintenance proficiently and accurately. -Elected and held a position on the Fidelity Associate Council led by the Senior Vice President of Client Experience. Such a position provided a “voice” for all transaction service representatives, client service representatives, and client service managers by identifying issues and discussing enhancement opportunities to increase accuracy and provide consistent ease of business for the firms supported in Client Experience.