Fidelity Investments

Provide strategic consulting, business design, and program leadership for Workplace Investing’s (WI) top strategic priorities. Collaborate with leaders across Fidelity to design scalable service models for emerging products and re-engineer processes at scale to improve the customer experience and simplify Fidelity’s operations.

- Deployed and scaled technology in operations to automate data-rich processes, starting with client reporting, eliminating 16,000 hours of manual effort in 18 months and creating a new ops capability
- Guided multiple squads to prove the value of process orchestration technology by deploying solutions for key use cases and creating a new organization to scale this technology across WI 
- Led cross-Fidelity teams to redesign the end-to-end 408(b)(2) regulatory notification processes to strengthen controls, enhance communications, improve cycle time, and ensure billing alignment
- Developed the service model for Fidelity’s new healthcare record-keeping platform to rapidly deliver a minimum viable product (MVP) with a clear road map to achieve scale

Vice President, Performance Delivery

Consulted across Workplace Investing operations providing strategic recommendations to drive scale and improve service models by leveraging data analysis, cross-functional collaboration, and technical expertise.

- Consulted for Health & Welfare operations to identify efficiency opportunities and lead multiple project work streams to deliver $2.7M in expense savings
- Led development of a web application and knowledge base designed to automatically fix client data issues, save 6 FTEs of effort, and support future RPA (robotic process automation) efforts
- Identified 59 improvement opportunities for Fidelity’s SDB (self-directed brokerage) product by facilitating a 2-day, cross-Fidelity summit resulting in an execution road map and ongoing product operating committee
- Developed a strategic plan to deliver $24M in savings to improve Defined Benefit product profitability

Director, Implementation Special Ops

Hired to develop and execute a turnaround strategy to improve an underperforming operations organization.  Actively managed a global team of 20 associates (13 direct reports) across multiple operations functions, and designed a hiring strategy to grow the domestic team by 30 FTEs in Albuquerque, NM.

-  Dramatically improved operational performance of the asset recovery team by eliminating a 3,400 case backlog, improving recovery rate by 23pp to 84%, recovering $5.7M over goal, and driving timeliness to 97%
-  Improved employee engagement by 7pp to 88% and management effectiveness by 20pp to 83%
-  Designed a scalable app to streamline QDRO plan setup, facilitate service expansion, and increase WI revenue
-  Drove innovation to help integrated services generate 390 ideas and implement 167 ideas in 2015, and founded an innovation team to rapidly prototype technical solutions to challenging business problems

Director, Qualification Services

Focused on evaluating opportunities to deliver better reporting, tools, and processes for data management associates and Fidelity clients.  Led agile development projects to design solutions and capitalize on high-value opportunities, and recognized with the President’s Circle award, Fidelity’s top honor.

-  Led a global development team to build an innovative client data system providing integrated reporting and metrics while reducing costs by $1.0M per year
-  Reduced data errors by 80% in 6 months by mining data and implementing new monthly metrics and reporting
-  Advanced a data validation system to prevent manual work and bad data in non-discrimination testing

Director, Data Management

Joined Fidelity as part of a new team responsible for measuring client project demand across 7,000 projects annually and providing workforce planning, reporting, and strategic guidance across a 600-employee organization.

-  Architected an Oracle data warehouse and enterprise reporting and forecasting system to provide better planning insights and save Fidelity over $450k per year through efficiencies
-  Created workforce planning models to forecast client demand resulting in tighter resource management practices saving Fidelity $1.0M in the first year
-  Saved $3.2M in revenue leakage by developing and deploying a redesigned project billing tool

Senior Business Analyst, Workforce Optimization

Affinion Group

Owned a $25M global capital portfolio containing over 200 IT projects and provided guidance on all capital submissions. Also, managed all G&A cost centers and the data-intensive forecasting of $600M revenue and $120M commissions.

-  Key leader in the implementation of a Hyperion financial forecasting system that improved efficiency and accuracy through cross-functional standardization of the modeling process
-  Provided detailed analysis to support the investment bank due diligence for the $1.8B sale of the firm
-  Completed the acquisition planning and integration of 3 new business units involving global expansion

Finance Manager

Macy's

Responsible for modeling the financial impact of capital investment decisions such as building, remodeling, or closing stores and providing strategic recommendations to c-suite leadership.

-  Developed a long-term divestiture strategy on a team with key senior leaders to address underperforming stores and corporate profitability
-  Created capital project tracking reports that increased visibility and resulted in a 28% increase in performance

Financial Analyst

A proven leader with over 20 years of finance, operations, and strategy experience who has leveraged a background in business and technology to identify valuable opportunities and insights, design solutions, drive improvement, and deliver change across organization from large, global companies to local non-profits.

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