Program Manager Business Analyst

Summary

Multifaceted and accomplished Senior Consultant / Program Manager with 10+ years of experience leading strategic analysis and delivering impactful solutions for Fortune 500 companies like Fidelity Investments and State Street Corporation. Recognized for delivering impactful, data-driven solutions through a blend of primary and secondary research, competitive analysis, and cutting-edge program development. Skilled in driving strategic initiatives for accelerator programs, enhancing operational efficiency, and refining go-to-market strategies. Expertise in market research, business intelligence tool evaluation, and artificial intelligence applications.

Professional Experience

Senior Consultant – Fidelity Consulting Fidelity Investments, Boston, MA 8/2022 – 3/2024

Evaluated BI tools, including Power BI and Tableau based on competitive analysis and gathering user feedback through interviews, resulting in a well-informed recommendation for a vendor tool replacement that aligned with stakeholder needs.

Researched client engagement best practices for an internal crypto offering by conducting research on competitors within and outside the financial services sector, leading to actionable insights that enhanced competitive positioning.

Analyzed artificial intelligence use cases across the organization, identifying the company’s competitive advantages and USPs.

Business Analyst/Program Manager Founderie & FCAT (Fidelity Center for Applied Technology) 9/2021 – 8/2022

Sourced innovative ideas from entrepreneurs across the company for the internal accelerator through an analysis of accelerators like Y Combinator and Techstars, resulting in key recommendations for the redesign of the program, as a startup accelerator.

Launched the NovoEd asynchronous learning platform for the inception phase by expediting communication, content creation, and workshops on primary and secondary research, enabling entrepreneurs to develop stronger business concepts.

Championed the creation of venture capital-ready startup pitches for entrepreneurs, helping them articulate their concepts.

Analyst/Project Manager/Consultant Asili LLC, Boston, MA 9/2016 – 9/2021

Delivered business and consulting services through go-to-market strategies, boosting client acquisition and market penetration.

Enhanced the Fundopolis pitch deck by strategically updating it to attract investors for the Reg CF equity fundraising platform.

Developed and executed a business development strategy for Boston Business Partners by utilizing Salesforce and LinkedIn Sales Navigator, enhancing lead generation and a more efficient, streamlined sales pipeline.

Co-Founder / Program Manager UP Boston (Untapped Potential), Boston, MA 9/2018 – 11/2020

Co-founded a design lab to close the skills and wage gap, addressing degree inflation through the 2025 Workforce Challenge.

Earned recognition as the 2018 MIT Policy Hackathon winner and 2019 HUBweek Rising Star by crafting strategies, delivering 15-25% cost savings on first-year employee salaries through a pre-skilled talent pipeline that shortened onboarding time.

Orchestrated the 2019 and 2020 Future of Work Boston speaker series by partnering with the City of Boston, Resilient Coders, Apprenti, Per Scholas, YearUP, and General Assembly, facilitating key discussions to shape workforce development initiatives.

Business Analyst – Global Business Reporting State Street Corporation, Boston, MA 5/2008 – 5/2014

Rendered expertise as the business analyst and administrator for the company’s proprietary CRM suite, while managing a user base of over 3,000 internal employees in order to streamline CRM functionality and maximize user engagement.

Entrusted with managing data integrity for approximately 20% of the company’s assets, valued at $3-$5 trillion in AUC/AS by collecting, reconciling, and analyzing key monthly reports, keeping accurate financial reporting for assigned divisions.

Notable Accomplishments

Headed monthly reporting initiatives at State Street utilizing a business activity tracking tool to analyze new and lost businesses.

Launched the "Big Hearts" social campaign, delivering Valentine’s cards and packages to children’s hospitals and orphanages.

Facilitated the training of 3,000+ employees on a new fund and asset reporting platform, streamlining the reporting process.

Executed a targeted hiring strategy that reduced employee turnover and onboarding time by employing pre-trained candidates.

Education

Masters in Business Administration Hult Ashridge International Business School, London and Shanghai

Bachelor of Arts, Communication & Media Studies Fordham University, New York, NY

Awards & Recognition

"Above and Beyond" award for identifying and rectifying a $2B reporting error during the reconciliation of the top 50 clients

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