Fidelity Investments
Director Finance
Fidelity Investments, Boston, Massachusetts, us, 02298
Job Description:Director, Brokerage Central Finance
The Role
The Director role will report to the Head of Brokerage Central Finance and lead a team responsible for providing financial leadership to the Brokerage marketing team, with accountability for Financial Planning & Analysis (FP&A), business process management, and providing finance and decisions support for Brokerage marketing initiatives. This role delivers strategic insights and analysis to advise business strategy and decision making; measure and evaluate business performance and progress on key initiatives and provide leadership and mentoring to a team. The role will also be responsible for providing Brokerage vendor management oversight and playing key roles in multiple strategic Brokerage initiatives. Work closely with the Brokerage Marketing Product Area Leader and their team along with other Brokerage business partners. It also provides an opportunity to work across the company including partnering with Procurement, the Risk function, and other finance teams across Brokerage and the firm.
The Expertise and Skills You Bring
Bachelor's degree in Business, Finance, Accounting, Economics, or equivalent; MBA or advanced degree preferred
10+ years’ experience in financial analysis and planning in the Finance industry
Experience in Financial Planning and Analysis, Budgeting, Revenue Models and Scenario Modeling
Experience with vendor management and knowledge of risk management
You are flexible and able to prioritize the team across multiple projects
Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Tableau, Business Objects) and the ability to teach others
Proven ability to craft presentations for senior management
Intellectual curiosity
Strong strategic and analytical skills combined with proven business and financial acumen
Excellent communication and interpersonal skills along with a strong ability to influence others and build relationships
Ability to develop and implement financial reporting that drives good financial discipline
Unmatched organizational and prioritization skills – ability to coordinate, think and act decisively and always with a broad perspective
Proven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environment
Passion and energy in everything you do and a customer obsessed mindset
The Value You Deliver
Supporting strategic FP&A activities: strategic and multi-year planning, budgeting, and forecasting; expense analysis; return on investment
Developing business cases and financial analysis to support investments and leading discussion with senior audiences
Providing Finance leadership for Brokerage marketing product area in support of business performance management processes, including the evolution of Objectives, KPIs, scorecards and Investment Portfolio
Contributing to cross Fidelity initiatives and Brokerage priorities including the Brokerage scale agenda, including unit costs views and measurement
Developing insightful customer analytics and monitoring business results and performance
Establishing and leading the Vendor management and oversight process for Fidelity Brokerage
Lead data-driven analysis and prepare content to support strategic decision-making
Sourcing information and synthesizing insights for executive management
Driving sound decision making for the Fidelity Brokerage business
Ability to lead a team: manage and motivate an effective team through solid organizational, coaching, and mentoring skills
Partnership with subject matter specialists and key partners
Talent Management: provide ongoing coaching and development to encourage collaboration and boost personal development
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 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 all business days of every other week in a Fidelity office.
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.
#J-18808-Ljbffr
The Role
The Director role will report to the Head of Brokerage Central Finance and lead a team responsible for providing financial leadership to the Brokerage marketing team, with accountability for Financial Planning & Analysis (FP&A), business process management, and providing finance and decisions support for Brokerage marketing initiatives. This role delivers strategic insights and analysis to advise business strategy and decision making; measure and evaluate business performance and progress on key initiatives and provide leadership and mentoring to a team. The role will also be responsible for providing Brokerage vendor management oversight and playing key roles in multiple strategic Brokerage initiatives. Work closely with the Brokerage Marketing Product Area Leader and their team along with other Brokerage business partners. It also provides an opportunity to work across the company including partnering with Procurement, the Risk function, and other finance teams across Brokerage and the firm.
The Expertise and Skills You Bring
Bachelor's degree in Business, Finance, Accounting, Economics, or equivalent; MBA or advanced degree preferred
10+ years’ experience in financial analysis and planning in the Finance industry
Experience in Financial Planning and Analysis, Budgeting, Revenue Models and Scenario Modeling
Experience with vendor management and knowledge of risk management
You are flexible and able to prioritize the team across multiple projects
Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Tableau, Business Objects) and the ability to teach others
Proven ability to craft presentations for senior management
Intellectual curiosity
Strong strategic and analytical skills combined with proven business and financial acumen
Excellent communication and interpersonal skills along with a strong ability to influence others and build relationships
Ability to develop and implement financial reporting that drives good financial discipline
Unmatched organizational and prioritization skills – ability to coordinate, think and act decisively and always with a broad perspective
Proven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environment
Passion and energy in everything you do and a customer obsessed mindset
The Value You Deliver
Supporting strategic FP&A activities: strategic and multi-year planning, budgeting, and forecasting; expense analysis; return on investment
Developing business cases and financial analysis to support investments and leading discussion with senior audiences
Providing Finance leadership for Brokerage marketing product area in support of business performance management processes, including the evolution of Objectives, KPIs, scorecards and Investment Portfolio
Contributing to cross Fidelity initiatives and Brokerage priorities including the Brokerage scale agenda, including unit costs views and measurement
Developing insightful customer analytics and monitoring business results and performance
Establishing and leading the Vendor management and oversight process for Fidelity Brokerage
Lead data-driven analysis and prepare content to support strategic decision-making
Sourcing information and synthesizing insights for executive management
Driving sound decision making for the Fidelity Brokerage business
Ability to lead a team: manage and motivate an effective team through solid organizational, coaching, and mentoring skills
Partnership with subject matter specialists and key partners
Talent Management: provide ongoing coaching and development to encourage collaboration and boost personal development
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 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 all business days of every other week in a Fidelity office.
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.
#J-18808-Ljbffr