Career

Joshua D. Rutstein

Extraordinarily Creative Solutions to Complex Challenges

 

Work Experience

TheMissionZone.  Derry, NH                                                                              

Founder and CEO                                                                                            2017- Present

Fidelity Investments.   Merrimack, NH                                      

Director, Capacity Management.  FPCMS                                                    2016 – 2017

  • In support of business partners, developed 4 capacity plan models to quantify the staffing decisions of service line leadership.
  • Present monthly recommendations of areas of focus for leadership to increase efficiency, productivity and overtime in staff management.
  • Results include 10% reduction in OT, first ever views of throughput at transaction level and daily planning models enabling forward looking views of supply and demand.

Director, IT Product Management  FPAIT                                                   2013 – 2016

  • Managed the overall product strategy and architecture for 14 integrated profitability models across Fidelity (FCAP).
  • Coordinated the analysis efforts of 7 BSAs and their interaction with finance to design solutions for new analytical capabilities.
  • Designed the solution for Asset Management to analyze profitability across 15 dimensions; a $6B P&L. Lead a multi-site development team to produce the solution on time and under budget.  $3M+ in project accountability.

Director, IT Product Management  FPAIT                                                   2012 – 2013

  • Led a 1 year RFP selection process to purchase a Masterdata Management solution for Finance, CTG and eventually all of Fidelity.
  • Implemented a hybrid architecture of workflow capability, the purchased tool, webservices, and a data consumption/analytical layer. $2.3M in project accountability over 14 months.
  • Transitioned the team to support the on-going maintenance of the MDC tool, program backlog and coordinate with new customers.

Director, Data Analysis  FPAIT                                                                       2009 – 2012

  • Directed a global virtual team of 8 data analysts to help the Finance function better understand all operational metrics to evaluate our business.
  • Categorized and governed business metadata for over 300 data measures across 4 Fidelity divisions.

Director, Data Management   FESCo                                                             2007 – 2009   

  • Managed a team of 4 data analysts to create one of the first Fidelity data management centers of excellence based on industry norms.

Consultant Systems Analyst (Data Management) FESCo                          2006 – 2007

Principal Systems Analyst  FESCo                                                                  2005 – 2006

Lead Architecture Analyst  FESCo                                                                 2003 – 2005

Strata Information GroupSan Diego, CA   Senior Consultant                       2000 – 2003

  • Business process and system implementation consulting for 14 domestic clients throughout the US.

Education

          Bentley University (College).   Waltham, MA                                             1990 –   1993

  • Bachelor of Science, Finance
  • GPA – 3.62
  • Completed degree in 3 years.

 

Community

  • Fidelity Cares (Best In Class status 2014/15/16)                                          2012 – 2017
  • President, Temple Emanu-El. Haverhill, MA                                              2004 – 2005
  • Executive committee and board member                                                   1999 – 2007

Personal

  • Active in skiing, rock climbing, hiking, mountain biking, ultimate frisbee, running, parkour, golf
  • Interests include: house projects, home theatre, politics and history, blogging
  • Books Read