Michael Elias
Finance Director - Infrastructure Platform (Operations Technology Organization) @Wellington Management
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WORK HISTORY
Finance Director - Infrastructure Platform (Operations Technology Organization) @Wellington Management
EDUCATION
Penn State University
BS Finance
Carnegie Mellon University - Tepper School of Business
MSIA, Strategy, Finance
ABOUT MICHAEL ELIAS
Finance executive and business transformation leader with 20+ years of experience delivering strategic impact across global investment firms. I operate at the intersection of finance, technology, and operations, driving enterprise-wide initiatives that improve performance, enhance decision-making, and enable growth. I bring a proven ability to lead large-scale change while building and mentoring high-performing teams. Known for translating complex financial data into clear, actionable insights that align with business goals. Key Strengths and Experience: • Led financial strategy and technology enablement for a $300M+ annual tech budget at Wellington Management, streamlining processes and accelerating reporting cycles by 35%. • Partnered with C-suite and senior executive leaders in Technology, Operations, and Distribution to align financial planning, modeling, and forecasting with enterprise priorities. • Built and led finance teams across asset management, consulting, and financial services environments, emphasizing leadership development and accountability. • Drove cost optimization, fund profitability initiatives, and market analytics strategies across Fidelity, Deloitte, and PwC. • Chaired the Finance Promotion Committee at Wellington, redesigned the process for career advancement, introducing transparency, defined criteria, and equitable evaluation. I thrive in dynamic, high-stakes environments where finance must partner with the business to unlock value and shape the future. Let’s connect if you’re looking for: • A strategic finance leader to guide transformation, • A trusted partner to the C-suite and board, • Or someone who can build and scale high-performing finance teams with purpose and impact.
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