Director, Finance

Job Description:

Finance, Director

This Finance Director role offers an exciting opportunity to help shape the Client Services organization in the Fidelity Brokerage business. The primary objective of the role will be to support our Scale & Efficiency and Brokerage Acquisition work, providing decision support and executive level recommendations. You will also help contribute to the management and development of junior associates on the team. As a member of the Brokerage Finance team, you will be responsible for providing senior management with insightful, action-oriented financial analysis to guide effective decision-making that impacts Fidelity’s clients and associates.

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 creating executive-ready presentations
• Proven ability to combine a strategic business perspective with strong project management and analytical skills, with solid business and financial acumen
• Excellent written and verbal communications skills, including the ability to 'tell the story' and craft presentations to communicate complex financial information to influence executive decision making
• Strong interpersonal skills, proactively building consultative relationships across Finance and the business
• Solid knowledge and expertise in financial, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell)
• Intellectual curiosity, flexibility, and the ability to contribute to the team are musts
• Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management
• Outstanding critical thinking, problem solving, decision-making, and analytical skills
• Project management experience establishing timelines and leading all aspects of the project lifecycle
• Strong interpersonal skills, proactively building consultative relationships across Finance and the business
• Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics
• Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity
• Ability to take initiative and seek creative solutions that challenge conventional approach
• Ability to prioritize, delegate, drive work and lead others in a highly matrixed environment, displaying the judgment to know when to involve other COEs

The Value You Deliver

• Leading high impact / high visibility financial analytics and deliverables across Distribution and PI more broadly
• Leading analyses and strategic recommendations to management and business partners
• Synthesizing data, analyses, and conclusions into presentation form for senior management
• Thinking and working across not only PI, but enterprise-wide to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects
• Proactive partnership and communication with business and Finance 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

Note: Fidelity is not providing immigration sponsorship for this position

Certifications:

Category:Finance

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.