VP, Finance

3 days ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

VP Finance Head of Fidelity Institutional Technology, Finance



The Role

\u200BFidelity Institutional (FI) offers access to Fidelity s proprietary investment management solutions, institutional trading and financing solutions, a platform for asset managers to distribute their investment management solutions to Fidelity customers, and investment-led market research and insights.

The Vice President will report to the Head of FI Strategy & Finance and will be responsible for supporting a 1,500+ person technology group (FIT). This person will work closely with FI s CIO to provide financial support to help lead and prioritize the technology organization and will be responsible for sharing key findings/results with the firm s leadership team. The role will be a Finance lead for Workforce Connect, JIRA, JIRA Align, TBM Planning, Active Position Management.

Other responsibilities for this role include driving FIT s multi-year planning, annual budget process, quarterly technology review (QTR), and reporting. Additionally, provide guidance for Finance Modernization initiatives, such as Next Generation of Allocated Views. This role involves managing a small team.

The successful candidate will help Fidelity Institutional continue to grow its business profitably and responsibly and provide thought leadership and creative thinking to the FI finance organization. Success will require an analytical mindset, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.



The Expertise We re Looking for and Skills You Bring

  • Bachelor s degree in Finance/Accounting or equivalent with 15+ years of experience or advanced degree with 13+ years of experience.
  • Outstanding strategic, analytical, communication, conceptual thinking, project management, and problem-solving capabilities
  • Excellent communications skills and demonstrated ability to influence senior business leaders.
  • End to end problem solving capabilities from defining complex problems to synthesizing key points and drawing out connections to broader trends and business priorities.
  • Ability to build and motivate effective, results-oriented teams through solid organizational, coaching, and mentoring skills.
  • Demonstrated ability to work on cross-functional teams.
  • Strong organization, prioritization, and project management skills
  • Proven ability and flexibility to manage multiple priorities on a deadline basis.
  • Confidence and ability to influence business partners.
  • In-depth, working knowledge of financial applications including data sources.


The Value You Deliver

  • Lead the development and delivery of business performance measures across FI
  • Reviewing, analyzing, and monitoring business performance, preparing analytics and other ad hoc request
  • Delivering insightful analytics and synthesizing results for executive level reviews
  • Coordinate and execute broad, high-profile projects.
  • Promote the development and engagement of the FI Central Analyst Team that will report directly to you.
  • Maintaining strong relationships with broader FI finance community to ensure consistency in analysis approach, standards for data and definitions, and being proactive in supporting time critical projects.




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\u2014we 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 every other week (all business days, M-F) 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 accommodations@fmr.com.

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