Erik Swanson
Vice President Finance @Fidelity Investments
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WORK HISTORY
Vice President Finance @Fidelity Investments
Merrimack, NH, US
Partner with and support the Accounting, Procurement, Tax, and Treasury functional groups by strategically managing portfolio specific and cross-portfolio initiatives, accessing short and long term process improvement initiatives, and continuing our journey to the cloud and digitizing end-to-end processes while working with the portfolio functional teams, the Finance, and Financial Management Technology group.
EDUCATION
Saint Bonaventure University
Bachelor of Business Administration (BBA)
SKILLS
ABOUT ERIK SWANSON
Highly collaborative and inquisitive cross-functional problem-solving multipurpose leader accomplished in Finance, Technology, Strategy, Workforce Planning, Program Management, and Analytics. Consistent record of delivering results and operational efficiencies. Diverse background built by successfully transitioning across industries, roles, and disciplines; leveraging my skills, experiences, and willingness to learn and take on new areas of responsibility. Adept at building effective internal and external relationships from C-level to associates. Fosters strategic discussions using data to tell the business story in a digestible manner enabling the broader organization to connect and execute toward a shared vision.Distinct background includes leading complex global cross-organizational projects and teams.• Strategic & Multi-Year Planning• Budgeting & Forecasting• Cash Flow & Expense Management• Workforce Planning & Optimization• Analytical Thinking• Data Analytics• Presentations & Storytelling• Contract Negotiations• Process Improvement & Prioritization • Problem Resolution• Project & Program Management• Relationship Management• Vendor Management• Cross-Functional Team Leadership• Team Building
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