The Operations Performance Delivery team at Fidelity Investments partners with business leaders to shape strategy and lead initiatives to improve operational performance through cost efficiencies, risk reduction, quality improvement, and increased customer satisfaction. They identify opportunities by working closely with business teams and applying business management and quality principles. The team works with partners at all levels of the organization, quantifies business problems, identifies solutions, and leads process improvement and transformation projects. One associate led numerous projects, contributing over $5.8 million in benefits in 2014 and was among the top performers in the department.

1. Description
Our OperationsPerformance Delivery teamischarteredwithdrivingimprovedbusinessperformance
withinFidelityInvestments.We partnerwithbusinessleaderstonotonlyshape theirstrategybutalso
leadtopstrategicinitiativestoimprove operationalperformance. Ourgoal isto generate significant
value throughcostefficiencies,riskreduction,qualityimprovement,andincreasedcustomer
satisfaction. We identify andexecute theseopportunitiesbyworkingcloselywithbusinessteams to
applysoundbusinessmanagementandqualityprinciples.
Primary Responsibilities
 Workedwithbusiness andtechnical partners atall levelsof the organizationincludingsenior
executivestoanalyze andsolve businessproblems
 Quantifiedkeybusiness problems,documentedcurrentstate processes,andidentifiedsolutions
for businessperformance improvements
 Ledprocess improvementprojectsandsupportedmediumtolarge transformational projectsby
providingprocesssupport,coordinationof requirementsgathering,andbusinessteam
facilitation
 Demonstratedexperience developingsolutionstobusinessproblemsusingadvancedanalytics
and abilitytotranslate businessneedsintoprocess/technical requirements
Experience andCapabilities
 ProjectManagement:Lednumerousprojectmanagementroles,withhighsuccessand flawless
execution.Achievedexcellenteconomicvaluebycontributingto$5.8M of total projectbenefit
in2014 and was one of the topassociatesin the departmentcontributingtooverall ROIgoals
 MeasurementSystemDesign:Identified,designed,andimplementedaunifiedexecutive
scorecardwithappropriate metricsandongoingreportinginfrastructure followingamajorre-
organization.Deliveredstrategicvalue underverytighttimelines,whileworkingcross-
functionallytoensure alignmentwithtargetedbusinessgoals.Integratedmeasuresintobroader
reporting, developcustomizedviewsandmanagementroutinestounderpinandexplain
performance.Set standardforexecutive KPIscorecarddesign,alignmentandtargetsetting
routines
 FinancialModeling & BusinessAnalytics:Developed2015 businesscase for$2M discretionaryIT
program.Rapidlydevelopedthese capital businesscase skillsandsuccessfullymatchedtechnical
and businesscoststooperational benefit.Supportedthe ultimate InvestmentCommittee
approval forthisbusinesscase
Other Skillsand Knowledge
 BusinessPartnerCentricity&Collaboration
 Ownership&AccountabilityforResults
 Organizational Knowledge
 BusinessCase Development&CostbenefitAnalysis
 Implementation&Execution
 Change Management
 Good Interpersonal CommunicationSkills
 SoundJudgmentandProblem-SolvingSkills