Matt Davidson
Financial Operations & Reporting Analyst
Dayton,OH
Summary
Personally committed to mission-driven work and supporting organizations that create meaningful impact in people’s lives. Strategic and mission-driven leader with over 14 years of experience in financial operations, team management, and agile delivery. Proven ability to lead cross-functional teams, build scalable systems, and deliver high-impact reporting, dashboards, and operational improvements. Known for a strong ownership mindset, data-driven decision-making, and a passion for continuous improvement and values-based leadership. Adept at analyzing trends, automating manual processes, and delivering actionable insights for senior leadership.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Interim Team Leader
Fidelity Investments
01.2025 - Current
- Led a cross-functional team to achieve company-wide goals, fostering a culture of collaboration and innovation.
- Directed day-to-day operations and strategic oversight of my team during a leadership transition, ensuring continuity of service, compliance, and associate engagement.
- Managed team capacity, volume, and outage strategies to maintain operational efficiency, and mitigate risk.
- Facilitated team alignment on core values and strategic goals, launching monthly deep-dive sessions to embed values into daily work.
- Partnered with peers and business partners to integrate my team into the broader organizational strategy and culture.
- Delivered regular financial and operational reporting to senior leadership, helping to identify key performance drivers and areas for improvement.
- Partnered with cross-functional teams to drive transparency into department-level metrics and KPIs.
- Led process improvements across registration workflows, reducing manual effort, and streamlining reporting for compliance reviews.
Scrum Master
Fidelity Investments
01.2024 - 12.2024
- Facilitated Scrum framework - sprint planning, backlog refinement, and retrospectives, ensuring alignment with business outcomes.
- Championed transparency and collaboration through tools like JIRA and MIRO, enhancing visibility into team structure, initiatives, and progress.
- Launched a team measures project to quantify impact and support data-driven storytelling and decision-making.
- Collaborated with team leaders to prioritize backlogs, define strategy, and deliver high-value features and process improvements.
- Maintained agile artifacts and performance metrics to support continuous improvement and stakeholder communication.
- Maintained dashboards and sprint metrics to support continuous feedback loops and data-driven decisions.
- Collaborated with finance and operations teams to align agile initiatives with quarterly business objectives.
- Used Excel and reporting tools to analyze and present team performance metrics.
Regional Licensing Coordinator
Fidelity Investments
08.2022 - 01.2024
- Acted as an SME and help desk for central region Licensing Coordinators, ensuring consistent application of regulatory policies and procedures.
- Oversaw quality control of licensing processes, including U4 filings, exam scheduling, and compliance reporting.
- Partnered with legal, compliance, and product teams to drive improvements in internal controls and audit readiness.
- Designed scalable onboarding and training programs, contributing to operational continuity during rapid growth periods.
- Contributed to continuous improvement projects focused on enhancing the associate and business partner experience.
- Streamlined licensing processes by implementing efficient tracking and management systems.
Sr. Licensing Coordinator
Fidelity Investments
10.2018 - 08.2022
- Maintained accurate records of all licensing transactions, streamlining future audits and reference checks.
- Assisted in the development of strategic plans for licensing programs, aligning with overall business objectives.
- Co-developed and maintained an enterprise SharePoint site, enabling scalable self-service licensing support.
- Mentored new team members, and contributed to team-wide process improvements.
HNW Service Associate 1 – HNW Service Associate II
Fidelity Investments
05.2012 - 10.2018
- Enhanced customer satisfaction by providing timely and efficient assistance in various service tasks.
- Identified client needs and generated leads through consultative conversations and deep product knowledge.
HNW Interim Manager
Fidelity Investments
05.2016 - 10.2016
- Managed and motivated employees to be productive and engaged in work.
- Partnered with senior leaders to ensure alignment of team performance with business expectations.
Full Trader – High Opportunity Service
Fidelity Investments
03.2011 - 05.2012
- Executed trades and resolved complex service issues for clients, while identifying opportunities to deepen relationships and consolidate assets.
Education
Associate of Science - Aviation Technology
Sinclair Community College
Dayton, OH06-2009
Skills
Financial Ops: Budget vs Actuals, Data Reconciliation, GL Mapping
Reporting efficiency and accuracy: KPI Dashboards, Ad Hoc Reports, Trend Analysis
Excel (Advanced), Google Sheets (Advanced), Power Automate, Jira, MIRO, Qualtrics
Excellent PC Skills (Microsoft Word, Access, Excel, PowerPoint, OneNote, Outlook & Forms)
Excellent communication skills (written, oral, and presentation)
Highly organized and detail-oriented
Agile Methodology, Sprint Planning, Backlog Management, Retrospectives
Systems: JIRA, Workday, SumTotal, Qualtrics & Salesforce
Financial Licenses: Series 7, 9 & 10
Certification
Certified Scrum Master
Timeline
Interim Team Leader
Fidelity Investments
01.2025 - Current
Scrum Master
Fidelity Investments
01.2024 - 12.2024
Certified Scrum Master
08-2023
Regional Licensing Coordinator
Fidelity Investments
08.2022 - 01.2024
Sr. Licensing Coordinator
Fidelity Investments
10.2018 - 08.2022
HNW Interim Manager
Fidelity Investments
05.2016 - 10.2016
HNW Service Associate 1 – HNW Service Associate II
Fidelity Investments
05.2012 - 10.2018
Full Trader – High Opportunity Service
Fidelity Investments
03.2011 - 05.2012
Associate of Science - Aviation Technology
Sinclair Community College