Senior Manager, Finance

Found in: beBee jobs US - 2 weeks ago

Boston, Massachusetts, United States Fidelity Investments Full time

Job Description:

The Role

Are you interested in leading financial analyses on an Industry Leading Clearing and Custody Business at Fidelity? Do you want to support Senior Leaders and Analytics needed to drive the business forward? Do you want to present updates to Finance Leaders on a regular basis? If so, this role will keep you engaged and provide numerous development opportunities.

We are looking for a Senior Manager that has great problem-solving skills, has a desire to learn, can bring energy to the team and has a curious mindset to understand end-to-end business problems, Initiatives, or analyses. This role provides a tremendous opportunity to grow and build your career with Fidelity Investments Finance.

This role will provide Financial Planning and Analysis (FP&A) support to the Institutional Wealth Management Solutions (IWMS), Fidelity's Clearing and Custody Business. The Senior Manager will be responsible for several areas in supporting FP&A efforts for the Clearing and Custody Client Relationship Group (CRG) and the Go to Market and Strategy (GTMS) teams, collectively known as IWMS. You will be responsible for providing a broad range of FP&A, adhoc analytical and strategic support across IWMS Finance.

This role will allow you to work with a dynamic team using the latest tools and technology to develop and enhance your essential finance skills. As a member of Finance team, you will also have multiple opportunities to lead and/or contribute to critical short- and long-term business wide finance initiatives.

The Expertise and Skills You Bring

  • A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree plus 6+ years of experience in Finance with a successful track record in financial modeling and analysis
  • Financial services experience preferred
  • Strong collaboration skills, comprehensive problem solving, independent thinking, excellent communications skills, effective prioritization, and attention to detail
  • Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Business Objects, PowerBI, Anaplan
  • You are a flexible, self-motivated team player with a can-do attitude who brings energy, enthusiasm, and intellectual curiosity to the role
  • You thrive in a fast-paced organization, prioritize well under pressure, and take ownership and accountability for your work
  • Your project management skills help you drive simultaneous progress across multiple deliverables
  • You possess strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and apply these skills universally to your work
  • You demonstrate excellent communication and presentation skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate information in a concise manner appropriate for executive business decision making
    The Value You Deliver

    The role will focus on FP&A, providing support for IWMS including:
    • Delivering timely and accurate recurring monthly and quarterly analytics
    • Oversee the Scorecard process with support from greater IWMS Finance Team
    • Lead QBR development and analyses
    • Key contributor in the planning process including multi-year plan, budget, and forecasts. This includes asset and flow projections, P&L's and Headcount
    • Synthesizing data, analyses, and conclusions into presentations for senior management
    • Finding opportunities to streamline work processes to make the team more efficient and effective
    • Proactive partnership and communicate with business and Finance partners
    • Leveraging tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business
      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 , or by calling , prompt 2, option 3.

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