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:

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.