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Lead Financial Strategist

2 months ago

Westlake, Ohio, United States Fidelity TalentSource LLC Full time



Position Overview:

The Opportunity

This role is part of the Center of Enterprise Technology Analytics team, which provides support to various Enterprise Technology (ET) business units. The Senior Financial Analyst position is focused on delivering outstanding financial guidance and support regarding expense management. Responsibilities include analyzing expenditure patterns, leading the forecasting and budgeting processes, and conducting financial reviews for our Decision Support and technology partners. The ideal candidate will collaborate closely with the Decision Support team, enhancing their domain expertise and potentially transitioning into a Decision Support role.

Qualifications You Bring

  • A Bachelor’s degree in Business, Accounting, Finance, or Economics, accompanied by over 5 years of relevant experience; an MBA is preferred.
  • Exceptional analytical, communication, conceptual thinking, and problem-solving skills are essential. The ability to lead and contribute effectively within teams is crucial.

Key Skills

  • Strong business acumen and the ability to engage effectively with senior management.
  • Excellent communication and interpersonal skills, with the confidence to influence stakeholders and foster relationships.
  • A comprehensive understanding of the broader business context while maintaining a keen eye for detail.
  • Solid grasp of financial principles, with practical experience applying this knowledge in business scenarios.
  • Ability to synthesize analysis and research into actionable insights and recommendations.
  • Proficiency in creating financial models, conducting scenario analyses, and evaluating options.
  • Capability to manage deliverables independently with high efficiency.

Value Proposition

  • Influencing key business decisions by providing clear evaluations, analyses, and financial models to senior leaders.
  • Developing comprehensive financial analyses and reports for business unit expenses, including periodic reporting, month-end close processing, variance analysis, forecasting, budgeting, and associated commentary.
  • Supporting ongoing and ad-hoc analyses, along with developing strategic recommendations.
  • Assessing and enhancing IT financial management processes to align with evolving business needs and efficiency objectives.
  • Mentoring and developing junior analysts.

About the Team

Our finance function is dedicated to driving exceptional business performance and maximizing the long-term value of the organization. The Center of Enterprise Technology Analytics team oversees over $1 billion in IT expenditures, providing management with insightful, action-oriented financial analyses to facilitate effective decision-making.



Company Overview

Fidelity Investments is a privately held firm committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in delivering employee benefits, and provide institutions and independent advisors with investment and technology solutions.

Our Commitment

At Fidelity, we offer numerous opportunities to build a fulfilling career that positively impacts lives, including your own. We provide flexible benefits that support you throughout your career journey, empowering you to thrive both professionally and personally. Recognized as a top workplace, we value honesty, integrity, and the safety of our associates and clients in a regulated industry. We are dedicated to fostering a diverse workforce and an inclusive culture.