Director Finance

Job Description:

The Role

As a member of the WI/HCG Pricing Team, this Director role will be responsible for leading and managing a team of analysts to deliver impactful and insightful financial analysis to our business partners. The primary objective of the role will be to develop and lead a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. You will be responsible for leading consultative analytics and executive level recommendations for clients and prospects in the Core market. The role will partner closely with Sales, Relationship Management, and many other client-focused business support groups to help both win new business and retain existing clients.

The Expertise and Skills You Bring

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred

• 10+ years of professional experience in Finance with a successful track record in financial modeling and analysis

• Financial services experience; experience in benefits outsourcing (WI/HCG) a plus

• Proven ability to combine a strategic business perspective with strong project management and analytical skills

• Excellent presentation skills and the ability to communicate effectively with Finance and business partners across varying levels of the organization

• Strong interpersonal skills, proactively building consultative relationships across Finance and the business

• Proven leadership skills and ability to develop financial analyst talent and spur career development for the team

• Ability to prioritize, delegate, drive work and lead others in a highly matrixed environment

• Proficient in MS Excel and MS PowerPoint

The Value You Deliver

• Leading high impact / high visibility financial analytics and deliverables across WI/HCG

• Synthesizing data, analyses, and conclusions into presentation form for senior management

• Thinking and working across WI/HCG and the broader Fidelity enterprise

• Proactive partnership and communication with Finance and business partners

• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business

• Working with the business to understand investment opportunities and provide cost benefit analyses to support decision making

• Leading, managing, and developing analysts in a highly matrixed environment

How Your Work Impacts the Organization

Workplace Investing (WI) is an industry leader in providing retirement, investment, and benefit solutions. Fidelity Healthcare Group (HCG) delivers workplace benefits to institutional clients and their participants. This is a critical finance role that will help drive key strategic priorities for WI/HCG and drive new business to generate value and grow market share for the firm.

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.