Senior Manager, Finance

1 month ago


Boston, Massachusetts, United States Fidelity Investments Full time

Job Description:

The Senior Manager of Finance is a member of the Fidelity Institutional Central Finance Team, and they will serve in a highly visible role cross all FI business units and work across the finance function.

The Senior Manager will interact with business and finance groups across FI, driving the FI multi-year planning, annual budget process, and developing financial packages with analysis and key insights to share with the FI leadership teams and business partners.

This position provides an excellent opportunity to develop a broad and deep understanding of FI's businesses as well as the financial service industry, while helping to identify and adopt best practices to maintain the highest standard for financial planning and analysis across the firm.

The successful candidate will help Fidelity Institutional continue to grow its business profitably and responsibly and provide thought leadership and creative thinking to the FI finance organization. This person will require an analytic approach, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.

You will deliver strategic insights and analysis to inform business strategy and decision making; drive operationalization of the FI strategy, including developing a deep understanding of the Fidelity Institutional businesses and products that they support. As such, the candidate must be capable of understanding the details as well as be able to provide contextual commentary around the results to help "tell the story.

The Expertise and Skills You Bring

  • Bachelor's degree in Finance/Accounting; MBA preferred
  • 8-10 years professional experience in financial analysis and planning
  • Proven ability to combine a strategic business perspective with strong project management and analytical skills, with solid business and financial competence
  • Strong analytical, communication, conceptual thinking, and problem-solving capabilities
  • Advanced experience with Microsoft Office applications (Excel, PowerPoint)
  • Familiarity with financial database, planning solutions and visualization, reporting tools preferred (e.g. Business Objects, Anaplan, Power BI, Assets & Flows)
  • Excellent written and verbal communications skills, including the ability to "tell the story" and craft presentations to communicate complex financial information to influence executive decision making
  • Strong interpersonal skills, proactively building consultative relationships across Finance and the business
  • Intellectual curiosity, flexibility, and the ability to contribute to the team are musts
  • You are a flexible, self-motivated teammate 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 on multiple cross-functional teams and initiatives
  • You possess strong analytical capabilities, excellent problem-solving skills, end-to-end thinking, and apply these skills universally to your work
  • You demonstrate excellent presentation skills, including the ability to analyze complex issues, synthesize key points, and optimally communicate information in a concise manner appropriate for executive business decision making
    The Value You Deliver
    • Complete technical aspects of Multi Year Plan, Budget, and Forecast Consolidation.
    • Build strong working relationships with cross FI BU finance teams; provide support and expertise to help in their development of MYP, Budget as well as other key deliverables.
    • Participate in project and team-oriented work to redesign, enhance, streamline current FP&A processes.
    • Contribute to development of executive communications for high-level, high-visibility presentations for FI senior management.
    • Perform ad-hoc and scenario analysis intended to inform senior management team of key trends, risks, and/or opportunities
    • Provide insightful analyses and recommendations to a range of business partners (e.g., Compensation, Workforce Planning, Accounting) to support decision-making.
    • Manager and mentor junior analysts.
    • Strong performance will provide meaningful opportunities for advancement, and longer-term career development.
    • Finding opportunities to streamline work processes to make the team more efficient and effective
      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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