Nick Creta

About Nick Creta

I am finance professional with 5 years of experience in the financial services industry, currently working at Fidelity Investments. My background combines a strong foundation in Finance and Data Analytics with hands-on experience in fund accounting, cash management, and operational efficiency.Currently, I’m pursuing a Master of Science in Analytics at Georgia Tech, further sharpening my skills in statistical modeling, data visualization, and machine learning to solve real-world business problems.I’m passionate about continuous learning, cross-functional collaboration, and finding opportunities to bridge the gap between finance and analytics.

Experience

1. Manager, Cash Management Team (Fund Accounting)

   Fidelity Investments

   May 2020 — Present · Merrimack County, NH, US

   As a member of the Cash Management Team, I oversee the strategic management of cash liquidity across a diverse portfolio of Fidelity\'s mutual funds. I ensure that portfolio managers have real-time access to the necessary capital, driving efficient fund operations.Key Responsibilities:Conduct in-depth variance analysis to reconcile cash balances between Fidelity and each fund\'s custodian bank.Optimize cash deployment by proactively preparing funds for investment in overnight securities.Manage and facilitate the loan process for funds with overdrawn positions, ensuring timely resolution and adherence to internal risk parameters.Spearhead continuous process improvements by collaborating with cross-functional teams within Fund Accounting, driving operational efficiency and enhancing business processes.

Education

• Georgia Institute of Technology

  Master's degree, Data Science & Analyitcs

• UNH Peter T. Paul College of Business and Economics

  Bach, Finance, General

  2016 — 2020

Skills

• Microsoft Powerpoint
• Management
• Leadership
• Customer Service
• Microsoft Word
• Microsoft Excel