ALEXIS ARAGAO
North Attleboro
Summary
Dedicated, organized, and intellectually curious finance professional who thrives in fast-paced environments and adapts easily to new work with a particular attention to detail. Highly effective communicator who enjoys working in team settings and bringing in new, innovative perspectives.
Overview
5
5
years of professional experience
Work History
Financial Analyst, Wealth Finance
Fidelity Investments
Smithfield
06.2024 - Current
- Lead the annual budgeting and planning cycle for $500M+ marketing expenses and 650+ associates, ensuring accurate input consolidation, managing all Anaplan submissions, aligning with leadership on planning assumptions, and developing detailed budget packages for SLT
- Manage the promo budgeting and reporting process for a $281M budget, partnering closely with business partners, while streamlining reporting tools to reduce manual effort by 60%, and delivering stronger insights to SLT
- Prepare monthly Havas Media reconciliations across a $215M budget, ensuring accuracy of invoices, POs, and vendor billing
- Produce headcount and financial reporting, including MoM variance analyses and staffing-status updates used for SLT decision-making.
- Support KPI and scorecard reporting, consolidating YTD results and producing executive review materials for SLT in MBR/QBR forums
- Drive cross-functional decision-making through ad-hoc financial modeling and analytical projects, including NPV modeling, sensitivity analysis, and profitability analysis
Financial Analyst, AM Finance
Fidelity Investments
Smithfield
01.2024 - 06.2024
- Led quarterly consolidation and reporting for a distribution business unit, including the development of periodic reporting and analysis for use in Fund Profitability and 12B-1 reporting
- Prepared all 12B-1 contract materials and analyzed financial results for the five Fidelity Boards of Trustees to secure Board approval of fund fee contracts
- Built financial models to analyze revenue and expense trends with effective visuals to articulate the business narrative and present results to senior leadership
Associate Financial Analyst, AM Finance
Fidelity Investments
Smithfield
06.2022 - 12.2023
- Built and analyzed financial models utilizing multiple data sources, to provide insight into quarterly financial results
- Prepared 12B-1 contract materials for the five Fidelity Boards of Trustees to secure Board approval of fund fee contracts
Corporate Finance Intern, AM Finance
Fidelity Investments
Smithfield
06.2021 - 06.2022
Education
MBA - Finance Concentration
Bentley University
Waltham, MA01.2025
B.S. - Finance & Applied Analytics
Bryant University
Smithfield, RI01.2022
Skills
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Power BI
- Anaplan
- Snowflake
- Tableau
- Budget Management
- Financial Reporting & Analysis
- Financial Modeling
- Effective Communicator
- Strong Attention to Detail
- Analytical & Data-Driven
- Problem Solver
Accomplishments
- Fidelity On the Spot Award Winner
- Bloomberg Market Concepts
Involvement
- Fidelity Wealth Finance Fun Committee, Member
- Asset Management FFO People & Culture Committee, Team Lead
- Fidelity Mentorship Program, Mentee
- Women's Leadership Program, Member
- Fidelity Young Professionals Network, Member
Timeline
Financial Analyst, Wealth Finance
Fidelity Investments
06.2024 - Current
Financial Analyst, AM Finance
Fidelity Investments
01.2024 - 06.2024
Associate Financial Analyst, AM Finance
Fidelity Investments
06.2022 - 12.2023
Corporate Finance Intern, AM Finance
Fidelity Investments
06.2021 - 06.2022
MBA - Finance Concentration
Bentley University
B.S. - Finance & Applied Analytics
Bryant University