Sr. Manager Finance, Business Performance & Insights

Job Description:

The Role

The Finance Senior Manager, Business Performance and Insights within the Brokerage Finance team will deliver the data, strategic insights and analysis to advise business strategy and decision making, measure and evaluate business performance, and monitor key initiatives. You will be responsible for producing accurate high-quality financial, customer, and product data as well as other ad hoc analyses for team members, business partners, and senior leaders. This role will provide an opportunity to work across the company and partner with other finance teams across the firm.

The Expertise and Skills You Bring

• Bachelor's degree in Business, Finance, Economics, Statistics, or equivalent; MBA or advanced degree preferred

• 5+ years' progressive work experience in data analytics, decision support, and/or FP&A

• Expertise and high degree of interest in working with large, complex datasets related to customers and products using data analysis tools such as SQL. Experience with reporting and visualization apps including PowerBI, Tableau, Thinkcell, Business Objects, SQL, MS Excel & PowerPoint)

• At least a foundational understanding of micro/firm level economics and managerial finance principles, P&L concepts, and financial data and reporting

• Experience with financial analysis projects such as business case analysis, pricing models or forecast models is preferred

• Applicants should have strong analytic skills, conceptual thinking, and problem-solving capabilities. A learning mind-set and flexibility to work on varied projects are essential to success in the role

• Bring a proactive approach and operate with agility. Sensitivity and responsiveness to business partner priorities is crucial

• Intellectually curious, ability to connect the dots, pays close attention to detail to ensure quality output and analyses

• Strong attention to detail and quality, strong organizational skills, and a high degree of comfort with detailed processes, data, and working in sometimes ambiguous situations

• Ability to handle a broad portfolio of work; must possess excellent planning, prioritization, and project management skills including ability to run multiple parallel streams of work and multiple business partners

• Excellent interpersonal skills along with an ability to work confidently and build positive relationships across all levels of the organization

The Value You Deliver

• Coordinating and execution of broad projects important to senior leadership

• Sourcing information and synthesizing insights for senior management

• Driving sound decision making for the business

• Ensure consistency in analysis approach, standards for data and definitions.

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, or by calling 800-835-5099, prompt 2, option 3.