Strategic Finance Manager for Portfolio Growth

5 days ago


Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full time
Company Overview

Fidelity Investments is a leading financial services company dedicated to helping individuals and institutions achieve their financial goals. Our mission is to strengthen the financial well-being of our clients through innovative products, exceptional service, and expert advice.

Job Summary

We are seeking an experienced Strategic Finance Manager to join our Fidelity Wealth Finance Team. This key role will support the Cash Solutions Domain by providing strategic business partner support, analytics, and decision-making insights to drive portfolio growth and financial performance.

Key Responsibilities:
  • Evaluate client, product, and segment data to identify patterns and trends, providing actionable insights to inform business decisions.
  • Develop and maintain comprehensive financial models and forecasts to support strategic planning and budgeting.
  • Collaborate with cross-functional teams to drive business outcomes, improve processes, and enhance customer experience.
  • Analyze market trends, competitor activity, and regulatory changes to identify opportunities and mitigate risks.
  • Communicate complex financial concepts and insights effectively to both technical and non-technical stakeholders.
Requirements:
  • 5+ years of professional experience in finance, preferably in a strategic or analytical role.
  • Proven track record of driving business growth, improving process efficiency, and delivering high-quality results.
  • Strong analytical and problem-solving skills, with expertise in financial modeling, forecasting, and data analysis.
  • Excellent communication and interpersonal skills, with ability to work collaboratively across functions and levels.
  • Bachelor's degree in Finance, Economics, or related field; MBA or advanced degree preferred.
Benefits:
  • Competitive salary: $120,000 - $150,000 per year, depending on experience.
  • Comprehensive benefits package, including medical, dental, vision, and 401(k) matching.
  • Opportunities for professional growth and development, including training and education programs.
  • Flexible work arrangements, including remote work options and flexible hours.
  • A dynamic and supportive work environment, with a focus on teamwork, innovation, and customer satisfaction.


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