At Fidelity Investments, I lead FP&A for Tax-Exempt, Defined Benefit, and Marketing within Workplace Investing, covering budgeting, forecasting, headcount planning, and P&L management. I partner with business leaders on forecasts and budget-to-actual reporting to inform resource allocation.
In Decision Support & Analytics, I manage a team providing business case support for Retirement and Workplace Benefits and present findings to Workplace Investing’s C-suite. I led business cases for five new product launches, pricing and business strategy reviews, and executive decisions.
During Fidelity’s Financial Leadership Program, I built revenue models in Anaplan for enterprise budgeting and forecasting. I also led a workforce strategy review and customer lifetime value analysis to inform staffing, retention, and growth strategy.
Earlier, at Enterprise Community Partners, I built workload and performance dashboards and designed an improved RFP response process. At Cater2.me, I helped increase average monthly revenue by 12% through changes to customer service, client and vendor relationships, and proposal turnaround time.
