Job Description:
Job Description
Based within the Treasury Risk, Insurance and Program Management team in Corporate Treasury, this role is accountable for coordinating, improving, and delivering of value across Treasury and its key business partners.
The main functions of this role include program management, data analysis, treasury management system support and executive report preparation. To successfully complete these responsibilities, the ideal candidate will be capable of supporting multiple projects across all areas of focus. They will be able to effectively contribute to sophisticated analysis, can multi-task, and be an excellent teammate who thrives in a small, impactful work environment.
The Value You Deliver
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Planning, organizing, and managing Corporate Treasury medium- and long-term initiatives with immediate focus on the implementation of a treasury management system.
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Working with project leaders and stakeholders, including external vendors, to outline clear goals and formulating strategies to drive the success of projects.
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Designing accurate project timelines to ensure tasks are completed and goals are met.
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Coordinating roles and responsibilities within Treasury and with key partners and ensuring active engagement.
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Monitoring and communicating project status, decision points and issues to senior management to ensure goals are achieved.
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Adjusting milestones and resource allocation to align with priorities.
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Delivering multiple work streams simultaneously.
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Performing proactive and targeted data analysis to identify improvement strategies with our project partners.
The Expertise and Skills You Bring
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Bachelor’s degree with 5+ year(s) of treasury and/or project management experience required. Treasury Management system and other treasury related technology experience preferred.
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Ability to apply program management strategies including defining work, guiding project execution, recommending process improvements, reporting, and tracking the effectiveness of process and engaging with stakeholders.
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Experience in data analysis techniques and visualization tools (PowerPoint, Excel, SharePoint, Power BI).
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Effective in participating in a variety of different projects and collaborating with varying team members.
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Strong prioritization skills in dealing with ambitious demands.
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Proven written and oral communication skills – can articulate clearly with all levels of employees.
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Keen attention to detail combined with the ability to summarize findings in an organized, professional manner.
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Strong cross-functional collaboration.
The Team
The Treasury Risk, Insurance and Program Management team provides in-depth analytical support and drives the critical initiatives for Corporate Treasury through internal and external collaboration.
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Insurance structures, negotiates, and implements sound insurance protection to cover the operational and business risks of FMR, the Fidelity Funds and any FMR subsidiaries or related entities.
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Treasury Risk proactively engages in self-assessment of risks including operational, technology, financial, and organization risks. Treasury Risk identifies, analyzes, aggregates, and reports on significant risk events and helps management improve controls and processes.
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The Program Management function was established to be a permanent change management culture and delivering on a multiyear process and technology transformation project within the Treasury function.
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.
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.