Sr. Manager, Finance

3 weeks ago

Boston, United States Fidelity Investments Full time
Job Description:

Job Description

Senior Manager, Brokerage Central Finance

The Role

The Senior Manager (Sr. Mgr.) role is a member of the Brokerage Central Finance team and will be responsible for supporting the Brokerage marketing team by delivering strategic insights and analysis to measure and evaluate the financial performance, enhancing business processes, and providing finance and decisions support for Brokerage marketing initiatives. The role will also be responsible for providing Brokerage vendor management oversight and support multiple strategic Brokerage initiatives. The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums. This role will provide an opportunity to work across the company and partner with other finance teams across the firm. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.

The Expertise and Skills You Bring
  • Undergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred. 8+ years of related work experience
  • Proven experience in Financial Planning and Analysis, Forecasting, and Revenue and Scenario Modeling
  • Experience with vendor management and knowledge of risk management
  • You are flexible and able to contribute to the team on multiple projects
  • Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
  • Solid knowledge of financial modeling, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Tableau, Business Objects, Anaplan)
  • Proven ability to craft presentations for senior management
  • Intellectual curiosity
  • Strong strategic and analytical skills combined with proven business and financial acumen
  • Excellent communication and interpersonal skills along with your ability to influence others and build relationships
  • Ability to develop and implement financial reporting that drives good financial discipline
  • Unmatched organizational and prioritization skills - ability to coordinate, think and act decisively and always with a broad perspective
  • Proven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environment
  • Enthusiasm and energy in everything you do and a customer obsessed mindset
The Value You Deliver
  • Coordination and execution of broad high-profile projects
  • Sourcing information and synthesizing insights for executive management
  • Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis and financial models
  • Driving sound decision making for the Fidelity Brokerage business
  • Driving enhanced vendor management oversight for the Brokerage business
  • Maintaining positive relationships with the Brokerage Marketing team and the broader finance community to share best practices, ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projects
  • Ability to informally lead a team; Mentoring junior talent team to encourage collaboration and boost personal development


Certifications:

Category:

Finance

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 every other week (all business days, M-F) in a Fidelity office.

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