Lead Financial Strategist

2 weeks ago

Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

Job Overview:

Position Summary

This role is part of the Center of Enterprise Technology Analytics team, dedicated to supporting the Enterprise Technology (ET) divisions. The Senior Financial Analyst is tasked with delivering outstanding financial guidance and support regarding expense oversight. Responsibilities include scrutinizing and interpreting expenditures, spearheading the forecasting and budgeting initiatives, and presenting financial assessments to our Decision Support and technology partners. The ideal candidate will collaborate closely with the Decision Support team, potentially paving the way for future opportunities within that domain based on their ability to assimilate and enhance their knowledge.

Qualifications

  • 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

  • Demonstrated business acumen and presence to engage effectively with senior management.
  • Outstanding communication and interpersonal abilities, with the confidence to influence stakeholders and foster relationships across the organization.
  • A capacity to visualize the overarching objectives while maintaining meticulous attention to detail.
  • A robust understanding of financial principles, with practical experience in applying this knowledge to business contexts.
  • Ability to synthesize analysis and research into strategic insights and actionable recommendations.
  • Proficiency in developing financial models, performing scenario analyses, and evaluating various options.
  • Capability to manage deliverables autonomously and efficiently.

Contributions to the Organization

  • Influencing senior leaders on critical decisions through clear and concise evaluations, analyses, and financial models.
  • Creating financial analyses and reports regarding business unit expenditures, including regular reporting, month-end close processing, variance analysis, forecasting, budgeting, and related commentary.
  • Facilitating ongoing and ad-hoc analyses and formulating recommendations, including scenario evaluations.
  • Assessing and enhancing IT financial management processes to align with evolving business requirements and efficiency objectives.
  • Mentoring and developing junior analysts.

About the Team

Our finance function is committed 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 informed, insightful, and action-oriented financial analyses to support effective decision-making.

Company Overview

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

Work Environment

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively impacts lives, including your own. We offer flexible benefits that support you throughout your career journey, empowering you to thrive both professionally and personally. Recognized as a top workplace, we are committed to fostering a culture of inclusion and belonging.

Fidelity is an equal opportunity employer, and we strive to attract, develop, and retain a diverse workforce. We will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.

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