Director of Finance Resume
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Resume:
\\r\\n \\r\\ \\r\\nwww.jodigrundig.com\\r\\nWORK EXPERIENCE: \\r\\nCOMMON IMPACT, Cambridge, MA\\r\\nDirector of Finance, Part-time (September -present)\\r\\n• Responsible for budgeting, cash flow analysis, annual audit, and accounts payable and receivable\\r\\n• Developed new process for creating customer P&Ls, including implementing a new time tracking system\\r\\n• Worked with CEO to create new policies and procedures for the organization\\r\\n\\r\\nFIDELITY INVESTMENTS, Boston, MA \\r\\nFidelity Personal and Workplace Investing \\r\\nFinancial Analyst V/Director I – previously Senior Financial Analyst IV (Jan -July ) \\r\\n• Lead all business case work for Fidelity.com projects, projecting new flows, new households, and cost savings and present analysis to senior management \\r\\n• Responsible for Personal Investments electronic channel financial architecture, such as unit costing and fund profitability \\r\\n• Complete the annual budget and business planning cycle for the electronic channel \\r\\n• Analyze and measure all scale and profitability cost savings generated by Fidelity.com projects \\r\\n• Develop and report on web metrics for Fidelity.com \\r\\n\\r\\nSenior Financial Analyst IV (July -Dec ) \\r\\n• Conduct ROI analysis prior to lease signing and payback analysis after the branch anniversaries in support of the new branch process. \\r\\n• Provided financial support to the annual branch and DMA goal setting process as well as the new branch capital and expense forecasts. \\r\\n• Responsible for branch scorecard and territory P&L development and enhancement \\r\\n• Lead the development of strategic financial models, such as the Local Market Development payback tool for branch managers, and the One Fidelity models \\r\\n\\r\\nFinancial Leadership Program \\r\\nFinance Project Manager (June - July ) \\r\\n• Facilitated team discussions to develop requirements for eReporting, and the finance data warehouse \\r\\n• Served as project manager for a six month activity based costing pilot in FIRSCo \\r\\n• Worked in a team environment to develop a framework for analyzing Fidelity Investments addressable market size and market share by product and program \\r\\n• Developed a reporting suite for the investor centers, including a balanced scorecard and ROI analysis \\r\\n• Formed cross-company Data Governance Policy Committee with various representations across Fidelity \\r\\n\\r\\nFidelity Management and Research Company (FMR Co.) \\r\\nSenior Financial Analyst III (December - June ) \\r\\n• Provided financial support, including pricing analysis and forecasting, to Strategic Advisers, Inc. \\r\\n• Managed FMR Co. mutual fund asset and revenue forecast process for all Fidelity business units \\r\\n• Served as the Hyperion Pillar Administrator and coordinated all Corporate forecast submissions \\r\\n• Provided financial analysis and support for the Fixed Income group \\r\\n\\r\\nFidelity Investments Systems Company (FISC) \\r\\nFinancial Analyst II / Senior Financial Analyst III (September – December ) \\r\\n• Served as a key Development finance liaison for several expense and revenue items including usage based billing and Operations charges \\r\\n• Forecasted, managed, and analyzed a $m annual budget by performing monthly and ad hoc analysis for senior management \\r\\n\\r\\nMICROSOFT CORPORATION, Redmond, WA () \\r\\nFinancial Analyst (Co-op) – Worldwide Operating Group \\r\\n• Designed a scorecard using metrics to track control issues and cut unnecessary expenses for all of Microsoft within North America \\r\\n• Forecasted revenues and expenses for MS Press ($.m in revenues), Corporate Marketing ($.m of expenses), and Corporate Procurement ($.m of expenses) \\r\\n\\r\\nEDUCATION: \\r\\nNORTHEASTERN UNIVERSITY, Boston, MA \\r\\nMBA, Cooperative Education Program, March – GPA ./. \\r\\n\\r\\nUNIVERSITY OF ROCHESTER, Rochester, NY \\r\\nBA in Economics/Psychology May – Cum Laude – GPA ./. \\r\\nInternships in London: Institute of Health Services Management - Co-Authored \\\\\\\"Patient Empowerment - A Guide for Managers\\\\\\\".\\r\\n\\r\\nAWARDS: \\r\\nXerox Scholar at the University of Rochester \\r\\nOmicron Delta Epsilon Economics Honor Society \\r\\nGolden Key National Honor Society \\r\\nOrder of Omega Scholarship Honor Society \\r\\nRho Lambda Leadership Honor Society \\r\\nPsi Chi Psychology Honor Society \\r\\n\\r\\nCOMPUTER SKILLS: \\r\\nAccess, Excel, PowerPoint, Word, Hyperion Enterprise, Hyperion Pillar Administrator, Essbase, Brio \\r\\n\\r\\n
