Manager - CFO Data Solutions Specialist

About the OpportunityJob Type: Permanent

Application Deadline: 30 April 2025

Job Description

Title: Manager, CFO Data Solutions Specialist                                   

Department: CFO Data Management

Location:  Gurgaon, India

Reports To: Associate Director, CFO Data Management

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our CFO Data Management team and feel like you’re part of something bigger.

About your team

The CFO Data Management team is passionate about improving the data culture and maturity of the CFO function, and the FIL enterprise. We work closely with a wide range of Technology and Change teams across the enterprise to embed the right data governance operating models, tools and data architecture into the CFO business that will help us to advance on our data journey.

We partner with data role holders across CFO, and the wider enterprise, to understand and catalogue our metadata, and improve data management, quality and accessibility, as key foundations for improving visualisation and AI capabilities.

We work with the CFO business to understand data challenges, as well as opportunities, and support them to develop lasting solutions.

We own the Finance Ledger master data including the Chart of Accounts, hierarchies and mappings, and partner with the CFO business to manage and maintain these in line with organisational change.

About your role

The purpose of this role is to champion and drive the adoption of Power Platform tools (Power Apps, Power BI, and Power Automate) and Gen AI within the CFO business. The role is responsible for providing expert guidance on the use of these tools, including recommending best practices and solutions to address specific CFO business needs, in consultation with our Enterprise Technology Services teams. Furthermore, this role would be instrumental in developing comprehensive guidelines and oversight frameworks. These frameworks will enable the CFO business to self-serve more effectively, reducing risk of redundant solutions and enhancing the productive use of the power platform and other self-service tools, whilst working within the CFO target data architecture strategy. The role will focus on upskilling the CFO team in the mentioned toolset, by providing training, mentorship, and support to ensure that the team is proficient in utilizing these technologies to their full potential.  By fostering a culture of self-service, the role aims to empower the CFO team members to take ownership of technology solutions and data processes where possible, improving efficiency and innovation within the business.

Key Responsibilities

Serve as the Power Apps and Power BI super user for the CFO business, providing expert guidance and support. Act as the Environment Champion/Owner for team productivity environments using Power Automate, ensuring optimal utilization and management. Develop and support models using the Power Platform to address business needs and improve operational efficiency. Promote and support the implementation of Gen AI use cases within the CFO business. Create and implement a framework for utilizing Power Apps and Snowflake for business-led initiatives and CFO citizen development, including testing and facilitating rollout. Conduct training sessions and provide ongoing support to the CFO business to build competency in Power Platform tools. Actively participate in and mentor CFO team members in process excellence (PEX) and the Art of Possible, encouraging innovative thinking and problem-solving. Support key CFO data initiatives as required and End User Computing (EUC) remediation. Additionally, the role involves managing data sources such as SharePoint and other relevant platforms to ensure seamless data integration and accessibility. This includes setting up and maintaining connections, managing data flows, and ensuring data quality and consistency across various systems.

Skills, Experience and Qualifications Required

Extensive knowledge and hands-on experience with Power Platform tools, including Power Apps, Power BI, and Power Automate with proven track record of developing and implementing solutions for business needs. Strong understanding of data management and integration, preferably with Snowflake. Proficiency in model development and support within the Power Platform ecosystem. Strong problem-solving skills and the capacity to think creatively and innovatively. Good understanding of AI, with active knowledge of using AI-based APIs in other tools. Experience with large language models like Copilot or similar is advantageous. Working knowledge of any no-code/low-code tools like Alteryx, or similar platforms, would be beneficial to streamline and simplify complex workflows. Similarly, an interest or understanding in coding languages such as Python could prove useful in enhancing data manipulation and automation capabilities within the team. Previous experience in a change team or finance transformation team is preferred. Knowledge of agile and six sigma principles would be an advantage. Excellent verbal and written communication skills, with the ability to convey complex technical concepts to non-technical stakeholders. Experience in mentoring and training team members, fostering a collaborative and learning-oriented environment. Ability to lead by example and drive the adoption of new technologies and methodologies. Experience in developing frameworks, managing rollouts, and ensuring governance and compliance. Demonstrated success in leading and managing data initiatives and process improvement projects. Experience working in cross-functional teams and collaborating with various stakeholders to achieve common goals. A bachelor's degree in a relevant field such as Information Technology, Computer Science, Data Science, Business Administration, or a related discipline. Microsoft Power Platform or Data Management Certifications or Business Process Improvement Certifications are preferred.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.