maxxdiaz

Improved financial planning & analysis reporting and forecasting capability by partnering with Engineering to prioritize enhancements across enterprise planning platforms (Anaplan, Power BI), aligning technology investment with business priorities. Partnered with Engineering teams to prioritize enhancements across enterprise planning platforms including Anaplan and Power BI, improving reporting capabilities and aligning technology investments with business priorities. Informed enterprise investment decisions across AI, Digital Assets, and Alternative Investments by transforming complex financial and operational data into executive-level insight for Fidelity's CFO organization. Produced executive dashboards and business reviews synthesizing revenue, expenses, workforce planning, and investment performance to improve strategic decision-making and organizational visibility. Optimized enterprise resource allocation by collaborating with Finance, Technology, and Operations stakeholders to improve planning and forecasting processes.

Gave leadership visibility into transaction economics and margins across an international cross-border payments and FX business by building KPI dashboards and executive reporting for budgeting, forecasting, and planning. Surfaced cost and efficiency drivers in cross-border payment flows by performing quantitative analysis across P&L, cash flow, and operational performance, informing pricing and margin decisions. Improved analytical efficiency and forecasting accuracy by developing scalable financial reporting processes for senior leadership.

Drove 20+ strategic investment decisions generating $2.5B in private capital and 2,500+ jobs statewide by leading financial modeling, underwriting, and end-to-end due diligence, and authoring investment memoranda for executive and investment-committee approval. Led financial modeling, underwriting, investment analysis, and due diligence for tax incentive and grant programs, delivering investment memoranda and strategic recommendations that informed executive leadership and investment committee decisions. Managed a $10M+ portfolio of economic development incentives, overseeing financial reporting, compliance, portfolio performance, and program execution while ensuring accountability across multiple public-private investment initiatives. Partnered with executive leadership, finance, legal, accounting, and government stakeholders to evaluate funding opportunities, optimize capital allocation, and support high-impact economic development initiatives. Developed analytical models and executive reporting that translated complex financial data into actionable insights, improving investment evaluation, portfolio oversight, and strategic decision-making.