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Senior Manager, Finance

4 months ago

Boston, Massachusetts, United States Fidelity Investments Full time

Job Description:

The Role

This Senior Manager role is a member of the Fidelity Wealth Finance Decision Support and Analytics Team, a Center of Excellence (CoE) delivering impactful and insightful financial analysis to our business partners. The primary objective of the role will be to lead a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. You will be responsible for conducting consultative analytics and crafting executive level recommendations for key strategic priorities across all Fid Wealth groups. Projects will range from short term ad-hoc deliverables to long term projects that could span 3+ months. In a highly matrixed organization, you will partner closely with Wealth Finance VPs and Wealth CoEs, including Line Finance Costing teams. You will also mentor and train junior analysts on the team through indirect management opportunities.

The Expertise and Skills You Bring

  • Undergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred.
  • 8+ years of related work experience Finance with a successful track record in financial modeling and analysis as well as data analytics
  • Proven track record to combine a strategic business perspective with strong project management and analytical skills
  • You are flexible and able to contribute to the team on multiple projects
  • Expertise and interest in working with large, complex datasets related to customers and products using data analysis tools such as SQL. Experience with reporting and visualization apps including PowerBI, Tableau
  • Excellent written and verbal communications skills, including the ability to "tell the story" and communicate effectively at varying levels of the organization
  • Proficient in MS Excel and MS PowerPoint with experience in data visualization tools and the ability to guide others
  • Confidence, business maturity, and presence to work independently and collaborate effectively, including effectively interacting and influencing senior management.
  • Proven ability to craft presentations for senior management
  • Intellectual curiosity
  • Outstanding critical thinking, problem solving, and decision-making
  • Ability to develop and implement financial reporting that drives good financial discipline
  • Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment and having comfort with ambiguity
  • Ability to take initiative and seek creative solutions that challenge conventional approach
    The Value You Deliver
    • Coordination and execution of broad high-profile projects
    • Synthesizing data, analyses, and conclusions into presentation form for senior management
    • Operating with a high degree of autonomy, serving as a proxy for the Decision Support & Analytics VP to various internal audiences
    • Finding opportunities to simplify work processes and simplify models to make the team more efficient and effective
    • Proactive partnership and communication with business and Finance partners
    • Working with the business to understand investment opportunities and provide cost benefit analyses to support decision making
      Certifications:

      Company Overview

      Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

      Join Us

      At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

      Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

      At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

      We invite you to Find Your Fidelity at

      Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

      Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to