
Ed Kelly
Senior Financial Analyst (Officer)

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About me
Director at Fidelity Investments
Education

Albany Academy
-
Lehigh University
1984 - 1988Bachelor's Degree Electrical and Electronics Engineering
Experience

BNY Mellon
Jan 1995 - Mar 1998Senior Financial Analyst (Officer)- International Controller responsible for financial and budgetary support for the London custody and Canadian custody operations with $350B in assets under administration - Developed & implemented a balance sheet reserve management program resulting in annual bank revenues of $2.5M. - Recommended and implemented practices and procedures for the proper financial control of the London custody and Canadian custody operations - Divisional Controller responsible for administrating the $1.2B Global Trust Services balance sheet generating interest income in excess of $32M - Formulated new internal accounting system and analytical reporting to improve information reporting to top management. - Segregated and properly aligned the balance sheets for multiple interdepartmental groups across Mellon Bank Show less

State Street
Mar 1998 - Oct 1999Business Analyst- Responsible for special projects for the Chief Information Officer - Worked with senior management in developing an integrated technology strategic plan. - Implemented an employee activity tracking system to monitor development resources and coordinated the training for 650 employees on the system. - Developed financial management tools to measure post implementation effectiveness of development projects. - Developed metrics program to increase the effectiveness of the technology department Show less

Fidelity Investments
Oct 2000 - nowLead System Analyst on a multi-year, big date, warehousing program utilizing the Agile methodology with development dispersed across several international sights (U.S., Ireland, India, & China). - Responsible for the technical design of the Finance Data Warehouse (FDH) - Key responsibilities included; Program planning and estimation / Mentoring Employees / Production Support spin-up / Requirements gathering & review / Data Masking / Ongoing Data Quality. - Other Programs: - Manage a team of developers focused on reporting solutions utilizing Oracle Business Intelligence (OBI). - Developing a web based client benchmarking tool to support business pricing legal litigation concerns - Continued project management and oversight of various PWI Finance applications / projects.Principal Systems Project Manager / Analyst - Project Managed and Designed various FESCo Finance specific applications including: - Business Metric Warehouse (BMW) - Finance Planning Tool - FESCo Time Report - H&W Intranet “Site Seer” - H&W Pricing Model - Implemented FESCo H&W associates onto PTMS. Migrated users to the Kintana time tracking module. Developed and delivered training to the user population. - Achieved a 98%+ time management compliance level - Partnered development team to create and add on reporting application . Show less - Created and managed the FESCo H&W strategic project budget (2000 – 2003). - Facilitated the ongoing process of balancing priorities in the project portfolio to address the ongoing changing needs of the business. - Implemented and facilitated the FESCo H&W Customer Change Order Management process. Revenues increased from < $100k per year to over $14 M per year in under 2 years. - Designed and project managed the development of the FESCo H&W Merlin Project management system. Show less
Director, Data Analyst
Jul 2004 - nowSenior Systems Project Manger / Analyst
Oct 2000 - Jul 2004
Licenses & Certifications

CFA
CFAJan 1999
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