Senior Manager, Finance

3 weeks ago

Boston, Massachusetts, United States Fidelity Investments Full time

Job Description:

The Senior Manager, Finance role provides an exciting opportunity to develop a deep understanding of the Financial Services industry and its underlying businesses. The position reports to the VP of Corporate Finance and performs an important role as part of the Corporate Finance team to improve core processes, drive the planning process for the firm and deliver actionable information and insights to senior leaders.

As the financial services industry continues to evolve there is a growing need for the business to understand the growth and efficiency drivers. The Senior Manager will help drive this analysis, using the latest tools and technology and decomposing complex financial concepts for a senior audience.

The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums and widely across the enterprise.

This role will provide an opportunity to work across the company and partner with all the finance teams across the firm. The Senior Manager will also have the responsibility to coach, guide and develop the junior members on the team.

The Expertise and Skills You Bring:

  • A bachelor's degree in finance or accounting
  • Minimum 6 years of financial reporting, planning & analysis experience
  • Strong knowledge of Microsoft Office Applications (Excel/PowerPoint) and business intelligence tools (PowerBI)
  • A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
  • Keen ability to envision the "big picture" while maintaining close attention to detail
  • Strong organizational skills and working with detailed processes and data while working in sometimes ambiguous situations
  • Strong problem-solver with the proactive ability to "figure it out" through curiosity and consistent determination
  • Proven track record to simultaneously identify, prioritize, address multiple issues, and quickly respond to shifts in priorities
  • Demonstrated success communicating with impact and clarity, both in your written and verbal delivery, including follow-up
    The Value You Deliver:
    • Become an expert in various tools and systems critical to delivering information to our senior leaders
    • Partner with business units to drive the annual planning process, ensuring clear thoughtful guidelines and well defined processes
    • Providing ad hoc analysis to support senior management on key strategic and operational decisions
    • Be a key contributor to senior executive presentations, with a focus on accuracy, timeliness and deep insights and creativity
    • Using tools and business knowledge to continuously improve upon existing processes and analysis
      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

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