Sr. Manager, Finance

2 days ago

Boston MA United States Fidelity Investments Full time

Job Description:

Senior Manager

This Senior Manager role is a member of the Fidelity Wealth Finance Team. The role will support the Cash Solutions Domain to provide a broad range of analytics, financial management, and strategic business partner support to measure and evaluate the financial performance and a significant portfolio of decision support, such as business cases, build vs. buy, etc. You will be responsible for decision support, business performance measurement, supporting executive communications, and driving analytics for key strategic priorities of the organization. We will support the business by:

  • Evaluating client, product, and segment data to highlight patterns of behavior, provide analytical insights, and use data to validate business hypotheses.
  • Developing Product/Product Line P&Ls.
  • Developing financial projections to support decision support.
  • Developing and presenting analysis and recommendations to management and business partners.
  • Preparing and analyzing reports for various business reviews tied to scorecards, key initiatives, and business drivers.
  • Evaluating and improving financial reporting processes and analyses to meet changing business and portfolio needs and goals.

The Expertise and Skills You Bring

  • Undergraduate degree in Finance, Economics, or equivalent; MBA or advanced degree a plus.
  • 5+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 3+ years of experience with advanced degree.
  • Proficiency modeling data and preparing presentations using Excel and PowerPoint. Experience with Power BI and Anaplan a plus.
  • Verifies, correlates, compares, and organizes data to present it in a way that facilitates analysis and forecasting.
  • Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization.
  • Intellectual curiosity and problem-solving skills, working independently to perform most analyses.
  • Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy.
  • Builds and maintains business partner relationships with leaders of our business.
  • Takes initiative and seeks creative solutions that challenge conventional approaches.
  • Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization.
  • Ability to lead multiple projects simultaneously and meet due dates.

The Value You Deliver

  • Work with the business to understand complex products, as well as the financial components and customer economics of those products to provide analyses that support decision making.
  • Synthesizing data, analyses, and conclusions into presentation format for senior management.
  • Ownership of key performance metric and business metric reporting and analysis.
  • Proactive partnership and communication with business and Finance partners.
  • Using tools and business knowledge to continuously provide insightful information, reporting, and analytics that evolve with changes in the business.
  • Bettering the finance community with your energy, passion, and team spirit.
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 hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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 fidelitycareers.com.

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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