Susanna Pawlik is a senior business analyst at Fidelity Investments with over 7 years of experience in business analysis, reporting, and database management. She has strong skills in Microsoft Excel, Access, SQL, Hyperion, Alteryx and Tableau. She extracts data from multiple sources to compile comprehensive reports for over 100 employees. She is currently working to transition reports to more automated and interactive platforms. Previously, she was a senior financial reporting analyst and team lead where she constructed training programs and supported management reporting requests. She holds a Bachelor's degree in Accounting and is a Certified Equity Professional.

1. Susanna Pawlik
Susanna.Pawlik@gmail.com | 25 DeSimone Dr. Marlborough, MA 01752 | (508) 633 – 5481
Objective: To be an essential member of a team where I can utilize my interests in technology, data and
business analysis to drive success within the organization
Skills and Interests:
Technical:
Database Software & Languages: Currently transitioning reporting from Hyperion to Alteryx and Tableau;
also proficient with VBA, Oracle Business Intelligence (OBI) and familiar with SQL (continuously growing
my skill-set)
Microsoft Excel & Access: advanced user, able to create and manipulate formulas, macros, pivots, charts
and graphs; able to work with any data/file type
Analytical:
Enjoy researching data questions from business partners; proven ability to tackle new problems, drawing
off established methods as well as continually improvising new approaches to solving issues;
successfully able to explore and map out databases to learn structure and information available
Professional Experience:
Senior Business Analyst, Fidelity Investments Merrimack, NH | 2015-Present
 Integral part of compensation team, creating and maintaining reports for several levels of employees,
including Regional Sales Vice Presidents, Directors and Consultants, a group of over 100
 Extract data from multiple sources in order to compile seamless reports showing many different sales-
driving metrics across multiple functional groups within the company to identify trends as well as areas
of opportunity
 Currently working to transition reports from static and manual models (Excel, Hyperion, Access) to
automated and interactive models (Alteryx, Tableau), in turn creating more capacity on the team, as well
as providing added value through more visualization and customization within reports
 Work with other team members and business partners to create reporting solutions for any ad-hoc
requests
 Document new and existing reporting procedures
 Discover and learn new databases and sources of information to use for growing reporting needs as the
organization grows
 Continuously review existing processes and develop new methods of gathering data and presenting to
business partners in order to drive efficiency and report enhancements
Senior Financial Reporting Analyst, Fidelity Investments Merrimack, NH | 2012-2015
 Team-Lead in Financial Reporting group, assisting newer associates with client questions and acting as
escalation point of contact if issues arise
 Constructed and implemented training program for Financial Reporting group
 Support upper management with reporting requests, querying company-wide databases
 Create and maintain sales and marketing slides containing Financial Reporting material
 Manage book of 20+ clients ranging in size and complexity including several strategic clients
 Lead client and internal calls and projects as part of implementation project, or as ad-hoc projects arise
Certifications & Education:
University of Richmond Richmond, VA | 2004 – 2008 Degree: Bachelor of Science Major: Accounting
Certified Equity Professional (Levels 1-2)