Senior Manager, Finance

Job Description:

The Role

The Senior Manager (Sr. Mgr.) Role is a member of the Wealth Central Finance team and will lead the team supporting the Next Generation Allocation View (NGAV) efforts across the Retail organization. This position will keep the platform and methodologies up to date and relevant for the business. An objective of this role would be in developing subject matter expertise and understanding of key expense and revenue drivers from a Retail customer (household and customer account) point of view. Develop effective, analytical, and consultative capabilities to answer developed business questions around this topic and provide guidance as needed to business partners and the finance community. This will be focused on delivering analysis on the economics and analyzing drivers of profitability.

The Expertise and Skills You Bring

• Undergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred. 8+ years of related work experience
• Strong analytic, interpersonal and communication skills, and problem-solving capabilities
• Solid knowledge of financial modeling, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Tableau, a strong understanding of SQL is a plus)
• Proven ability to craft presentations for senior management
• Intellectual curiosity and consultative approach when problem solving with key business partners. Unafraid to ask essential questions.
• Strong communication skills along with ability to influence others and form relationships across all levels of the organization.
• Ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environment.
• Meticulous attention to detail, to ensure high-quality outputs; proficient with using large data sets, and passionate about using data for decision-making.

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
• Maintaining positive relationships with the Wealth and Brokerage Finance teams and the broader finance community to share best practices, ensure consistency in analysis approach, standards for data and definitions.
• Demonstrated ability to manage a team formally or informally; Mentoring junior associates to encourage teamwork and boost development.

• Bachelor's degree in finance, Economics, Business, or equivalent training combined with about 6 years' work experience in FP&A or finance systems, data & reporting. Experience in activity-based costing methodologies as well as an understanding of the revenue model of Fidelity strongly preferred.
• Strong communication skills along with ability to influence others and form relationships across all levels of the organization.
• Highly motivated, upbeat, and hardworking while effectively working with cross-BU teams and building positive relationships.
• Strong analytical skills and meticulous attention to detail ensure high-quality outputs; proficient with using large data sets, and passionate about using data for decision-making.
• Exceptional planning, prioritization, and project management skills; adept at leading multiple projects and delivering results in fast-paced environments through proactive coordination and critical thinking.

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-we 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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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 [email protected].