Candidates About

Deborah Hebert

           Director Managerial Finance

       Business Operations ~ Business Analysis ~ Project Management

Finance, Information Technology and Operations professional with 30 years of experience ~ Hard working, driven self-starter ~ Critical thinker, negotiator and problem solver ~ Focused on customer satisfaction and continuous process improvement ~ Communicates effectively across business, technical and managerial resources ~ Proven experience in project management, documenting business requirements and writing requests for proposals.

AREAS OF EXPERTISE:

PROFESSIONAL EXPERIENCE:

Fidelity Investments - Smithfield, RI                                                                2003– 2016

Director Financial/Business Analytics – Financial Architecture                          July 2006 – 2016

·      Served as a key business analyst on the design and development of an application costing and profitability system for various groups including Personal Investing, Workplace Investing, Clearing and Custody, and Capital Markets. Translated unique business requirements for the various into a cohesive set of systems functionality requirements.  Implemented and tested all groups through to adoption of the Cost and Profitability system

·      Established processes and standards related to revenue and expense and subsequently driving those dollars to activity, client, product and participant.

·      Actively participated in user acceptance testing of the application ensuring that documented business requirements were addressed and that the business processes would be sustainable.

·      Supported the Capital Markets Oracle Essbase Product Environment

Senior Financial Analyst – Managerial Finance                                                September 2003 – July 2006

·      Established processes and converted the Tax Exempt business to an automated time tracking system that could be used for financial drivers.

·      Served as integral member of the team that brought all the Retirement businesses on to one cost and profitability model, Tax Exempt, HRS, Defined Contribution and Defined Benefits allocating to client in the Oracle Essbase.

·      Performed day-to-day financial support for Tax Exempt business.

Emplanet                                                                                                        June 2002 – Dec 2002

Business Systems Analyst

·      Wrote requirements for MetLife and PFPC to utilize Emplanet’s electronic 401k platform.

·      Liaison between PFPC system architect and Emplanet’s system development for the small 401k business.

·      Transitioned work between India office and U.S. office in the morning to allow for 24 hour development.

Deborah Hebert

d.hebert@charter.net                               12 Brice Circle Holden, MA 01520                        774-364-4650

PFPC/PNC Bank – Westborough, MA                                               1986 - 2002

Migration Manager                                                                                         January 1999 – June 2002

·         Established operation to provide mass data conversion services, for both in-house record keeping systems and external systems to PFPC's Retirement Systems.

·         Directed team responsible for the definition, testing and implementation of data conversion tools and processes. Managed staff of 10 Migration specialists.

·         Successful project management of Operational and Systems Teams for successful implementation, documentation and transition to operational processing.

·         Successfully converted over 350 defined contribution retirement plans and 90,000 participants over a 12-week schedule. Project completed 4 weeks ahead of schedule.

·         Managed Retirement Service’s due diligence process involved in merger and acquisitions and the integration of the new organization.

Conversion Business Analyst – Implementation                                            January 1997 – December 1998

·      Wrote business requirements for the conversion implementation tool that allowed any recordkeeper providers file to be utilized by the WyStar system.  Eliminating the need for development or code to be written each time new files were received.

·      Demonstrated the WyStar system to third party vendors such as Minnesota Life and American Express and served as support for vendor questions.

·      Converted 60 plans with high degree of accuracy and completing full plan and participant reconciliation to the previous recordkeeper’s files.

·      Developed reconciliation process for checking balances, hardships and current year contributions in total for the plan and by participant.

·      Primary contact for Lasalle Bank and UBS/PaineWebber and served as consultant on share conversions.

·      Developed auditing process for conversions and migrations that was reviewed approved by Ernst Young

1986- 1997

Prior Roles at PFPC/PNC Bank and Allmerica (Hanover): Help Desk/Production Support, Account Manager, DB/DC Benefits Specialist, Accounting.

TECHNOLOGIES & TOOLS:

Agile Development Methodology        MS Project                                Waterfall Development Methodology

Essbase                                            Oracle Business Intelligence       Manual Uploader Tool (MUT)

Sequel                                               Business Objects                      Reference Data Interface (RDI)

HP Quality Center                               Rally Software                          

HP Service Manager                           System Development Lifecycle