Experience

FREELANCE EDITOR/WRITER, The Real Moms LLC, Natick, MA
Present

  • Serve as freelance copy editor for large consulting firm
  • Authored 120 web articles related to personal finance for nonprofit firm
  • Write parenting and personal finance articles for several parenting Web sites/ magazines
  • One of 16 parents chosen worldwide for the 2009 Walt Disney World Moms Panel
  • Calendar editor for Parents & Kids Magazine

FIDELITY INVESTMENTS, Boston, MA
Fidelity Personal and Workplace Investing
Financial Analyst V/Director I – previously Senior Financial Analyst IV Jan 2005-July 2008

  • Lead all business case work for Fidelity.com projects, projecting new flows, new households, and cost savings and present analysis to senior management
  • Responsible for Personal Investments electronic channel financial architecture, such as unit costing and fund profitability
  • Complete the annual budget and business planning cycle for the electronic channel
  • Analyze and measure all scale and profitability cost savings generated by Fidelity.com projects
  • Develop and report on web metrics for Fidelity.com

Senior Financial Analyst IV July 2003-Dec 2004

  • Conduct ROI analysis prior to lease signing and payback analysis after the branch anniversaries in support of the new branch process.
  • Provided financial support to the annual branch and DMA goal setting process as well as the new branch capital and expense forecasts.
  • Responsible for branch scorecard and territory P&L development and enhancement
  • Lead the development of strategic financial models, such as the Local Market Development payback tool for branch managers, and the One Fidelity models

Financial Leadership Program
Finance Project Manager June 2001- July 2003

  • Facilitated team discussions to develop requirements for eReporting, and the finance data warehouse
  • Served as project manager for a six month activity based costing pilot in FIRSCo
  • Worked in a team environment to develop a framework for analyzing Fidelity Investments addressable market size and market share by product and program
  • Developed a reporting suite for the investor centers, including a balanced scorecard and ROI analysis
  • Formed cross-company Data Governance Policy Committee with various representations across Fidelity

Fidelity Management and Research Company (FMR Co.)
Senior Financial Analyst III December 1999 – June 2001

  • Provided financial support, including pricing analysis and forecasting, to Strategic Advisers, Inc.
  • Managed FMR Co. mutual fund asset and revenue forecast process for all Fidelity business units
  • Served as the Hyperion Pillar Administrator and coordinated all Corporate forecast submissions
  • Provided financial analysis and support for the Fixed Income group

Fidelity Investments Systems Company (FISC)
Financial Analyst II / Senior Financial Analyst III September 1998 – December 1999

  • Served as a key Development finance liaison for several expense and revenue items including usage based billing and Operations charges
  • Forecasted, managed, and analyzed a $60m annual budget by performing monthly and ad hoc analysis for senior management

MICROSOFT CORPORATION, Redmond, WA (1997)
Financial Analyst (Co-op) – Worldwide Operating Group

  • Designed a scorecard using 15 metrics to track control issues and cut unnecessary expenses for all of Microsoft within North America
  • Forecasted revenues and expenses for MS Press ($30.5m in revenues), Corporate Marketing ($4.6m of expenses), and Corporate Procurement ($14.5m of expenses)

EDUCATION:
NORTHEASTERN UNIVERSITY, Boston, MA
MBA, Cooperative Education Program, March 1998

UNIVERSITY OF ROCHESTER, Rochester, NY
BA in Economics/Psychology May 1996 – Cum Laude

AWARDS:
Xerox Scholar at the University of Rochester
Omicron Delta Epsilon Economics Honor Society
Golden Key National Honor Society
Order of Omega Scholarship Honor Society
Rho Lambda Leadership Honor Society
Psi Chi Psychology Honor Society