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Administrative Assistant Resume
Manager/Administrator/ Owner/Contractor-Self Employed Resume
Jodi
US-Massachusetts-Framingham/Worcester
Director of Finance
I am a finance professional with over ten years experience, and am seeking a finance role with work-life balance. The ideal role will include strategic financial analysis.
JODI L. GRUNDIG rn48 MacArthur Road rnNatick, MA 01760 rn508-653-3114 rnJGrundig@comcast.net rnwww.jodigrundig.comrnWORK EXPERIENCE: rnCOMMON IMPACT, Cambridge, MArnDirector of Finance, Part-time (September 2008-present)rn• Responsible for budgeting, cash flow analysis, annual audit, and accounts payable and receivablern• Developed new process for creating customer P&Ls, including implementing a new time tracking systemrn• Worked with CEO to create new policies and procedures for the organizationrnrnFIDELITY INVESTMENTS, Boston, MA rnFidelity Personal and Workplace Investing rnFinancial Analyst V/Director I – previously Senior Financial Analyst IV (Jan 2005-July 2008) rn• Lead all business case work for Fidelity.com projects, projecting new flows, new households, and cost savings and present analysis to senior management rn• Responsible for Personal Investments electronic channel financial architecture, such as unit costing and fund profitability rn• Complete the annual budget and business planning cycle for the electronic channel rn• Analyze and measure all scale and profitability cost savings generated by Fidelity.com projects rn• Develop and report on web metrics for Fidelity.com rnrnSenior Financial Analyst IV (July 2003-Dec 2004) rn• Conduct ROI analysis prior to lease signing and payback analysis after the branch anniversaries in support of the new branch process. rn• Provided financial support to the annual branch and DMA goal setting process as well as the new branch capital and expense forecasts. rn• Responsible for branch scorecard and territory P&L development and enhancement rn• Lead the development of strategic financial models, such as the Local Market Development payback tool for branch managers, and the One Fidelity models rnrnFinancial Leadership Program rnFinance Project Manager (June 2001- July 2003) rn• Facilitated team discussions to develop requirements for eReporting, and the finance data warehouse rn• Served as project manager for a six month activity based costing pilot in FIRSCo rn• Worked in a team environment to develop a framework for analyzing Fidelity Investments addressable market size and market share by product and program rn• Developed a reporting suite for the investor centers, including a balanced scorecard and ROI analysis rn• Formed cross-company Data Governance Policy Committee with various representations across Fidelity rnrnFidelity Management and Research Company (FMR Co.) rnSenior Financial Analyst III (December 1999 - June 2001) rn• Provided financial support, including pricing analysis and forecasting, to Strategic Advisers, Inc. rn• Managed FMR Co. mutual fund asset and revenue forecast process for all Fidelity business units rn• Served as the Hyperion Pillar Administrator and coordinated all Corporate forecast submissions rn• Provided financial analysis and support for the Fixed Income group rnrnFidelity Investments Systems Company (FISC) rnFinancial Analyst II / Senior Financial Analyst III (September 1998 – December 1999) rn• Served as a key Development finance liaison for several expense and revenue items including usage based billing and Operations charges rn• Forecasted, managed, and analyzed a $60m annual budget by performing monthly and ad hoc analysis for senior management rnrnMICROSOFT CORPORATION, Redmond, WA (1997) rnFinancial Analyst (Co-op) – Worldwide Operating Group rn• Designed a scorecard using 15 metrics to track control issues and cut unnecessary expenses for all of Microsoft within North America rn• Forecasted revenues and expenses for MS Press ($30.5m in revenues), Corporate Marketing ($4.6m of expenses), and Corporate Procurement ($14.5m of expenses) rnrnEDUCATION: rnNORTHEASTERN UNIVERSITY, Boston, MA rnMBA, Cooperative Education Program, March 1998 – GPA 3.67/4.0 rnrnUNIVERSITY OF ROCHESTER, Rochester, NY rnBA in Economics/Psychology May 1996 – Cum Laude – GPA 3.56/4.0 rnInternships in London: Institute of Health Services Management - Co-Authored \"Patient Empowerment - A Guide for Managers\".rnrnAWARDS: rnXerox Scholar at the University of Rochester rnOmicron Delta Epsilon Economics Honor Society rnGolden Key National Honor Society rnOrder of Omega Scholarship Honor Society rnRho Lambda Leadership Honor Society rnPsi Chi Psychology Honor Society rnrnCOMPUTER SKILLS: rnAccess, Excel, PowerPoint, Word, Hyperion Enterprise, Hyperion Pillar Administrator, Essbase, Brio rnrn
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