Eric P Sanders, Resume

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  • ERIC P. SANDERS 56 Setterland Farm Road Hanover, MA 02339

    (781) 424-7317

    eric.sanders1@comcast.net

    https://www.linkedin.com/in/ericpsanders

    SUMMARY

    Dynamic senior level professional with significant experience and exceptional success in finance, operations, and

    business intelligence/analytics. Detail oriented problem-solver with excellent analytical skills and a track record

    of optimizing productivity delivering improved efficiencies and effectiveness. Talented team builder, mentor, and

    leader. Ability to synthesize and deliver complex information to diverse audiences.

    CORE COMPETENCIES

    Team Building & Leadership Strategic & Tactical Planning

    Analysis & Problem Solving Program & Project Management

    Executive Presentations Relationship Management

    Training & Development Information Management

    Financial Reporting Financial & Operating Systems

    Investment Products & Managed Solutions Change Management

    Competitive Analysis Process Improvements

    PROFESSIONAL EXPERIENCE

    FIDELITY INVESTMENTS, Boston, MA 1991-2015

    Managerial Finance

    Senior Director, Change Management 2014-2015

    Developed and deployed optimal change management operating model supporting end user adoption across suite of ten finance IT applications

    Assessed opportunities across the finance function leveraging the change management operating model that increased the return on finance technology investments

    Directed communications and training initiatives resulting in the increased utilization of the finance IT applications

    Defined metrics to continually monitor the progress of change management activities, ensuring both successful adoption and the ongoing sustainability of capabilities required by the finance function

    Corporate Finance

    Senior Director, Information Management 2008-2013

    Managed team of six analysts responsible for operational processes providing oversight of firm-wide statistical data warehouse, inclusive of investment products and managed solutions with a net value of $5

    trillion in assets under administration

    Enhanced efficiency, effectiveness, and accuracy of financial reporting as a member of firm-wide team chartered with developing standardized financial and statistical solutions

    Established business requirements in partnership with IT leveraging the Agile methodology building a new firm-wide data warehouse solution

    Led a cross business unit team of ten senior associates developing and implementing a talent development initiative increasing employee engagement as well as broaden and diversify talent within the finance function.

    mailto:eric.sanders1@comcast.nethttps://www.linkedin.com/in/ericpsanders

  • Eric P. Sanders Page 2

    eric.sanders1@comcast.net

    Director, Management Reporting & Analytics 2004-2008

    Collaborated with four business unit finance teams in the production of internal and external management reports and analytics, such as competitive analysis of mutual fund and ETF flows 2001-2008, for delivery to

    several senior level executives, including the COO and CFO

    Managed highly sensitive corporate relationships consistently delivering exceptional customer support to executive leadership presenting weekly and ad hoc analyses to the COO

    Led statistical reporting operations team of four analysts, providing coaching and development of staff, while consistently executing deliverables in a complex environment and meeting time sensitive deadlines

    Evaluated and implemented standard operating procedures and processes resulting in improved efficiency and greater accuracy of management reporting

    Senior Business Analyst, Information Management 2001-2004

    Delivered complex business and technical analysis of investment products, valued at over $200 billion, for integration within the corporate database supporting management reporting and ad hoc analysis

    Designed monthly business metrics report used to assess problem management performance, provide progress reports on current initiatives, and communicate significant reporting issues to senior management

    Identified and resolved assets and net sales variances improving the accuracy of corporate management and ad hoc reporting used by the senior management team

    Fidelity Management Trust Company 1991-2001

    Ten years of progressive growth and expanded responsibilities in both operational and finance roles ranging from

    Trust Accounting Administrator to Financial Analyst III.

    Developed monthly financial reports to cost center managers to heighten awareness of expenses, manage costs, and increase forecasting capabilities

    Analyzed and interpreted financial results providing senior management with consolidated assessment of profitability for the firm with assets under management valued at $65 billion

    Formulated quarterly statistics report providing a consolidated view of financial results to senior management. Reports proactively aided the business decision making process directly related to current and potential client

    revenue and internal cost management

    Initiated and implemented new assets and net sales reporting database and related process improving timeliness and accuracy of results. The new reporting process included the development of more impactful

    management reports, automated report generation, and formalized variance analysis and resolution.

    TEACHING EXPERIENCE

    STONEHILL COLLEGE Fall 2015 Adjunct Professor, Corporate Finance

    EDUCATION & CERTIFICATIONS

    Stonehill College Bachelor of Arts

    North Easton, MA Economics/Business Administration

    University of Pennsylvania, The Wharton School Securities Industry Institute

    Philadelphia, PA

    Cornell University Certificate, Change Leadership

    Ithaca, NY

    TECHNICAL SKILLS

    Microsoft Excel, Word, Access, PowerPoint, Project, Outlook, OneNote

    Tools Oracle OBI, Oracle Answers, Hyperion Essbase, Brio Explorer, Tableau

    Applications Strategic Insight MF/VA