Fidelity Investments Inc.
Sr. Manager, Finance
Fidelity Investments Inc., Boston, Massachusetts, us, 02298
Job Description:
Senior Manager, Brokerage Central FinanceThe RoleThe Senior Manager (Sr. Mgr.) role is a member of the Brokerage Central Finance team and will be responsible for supporting the Brokerage marketing team by delivering strategic insights and analysis to measure and evaluate the financial performance, enhancing business processes, and providing finance and decision support for Brokerage marketing initiatives. The role will also be responsible for providing Brokerage vendor management oversight and supporting multiple strategic Brokerage initiatives. The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums. This role will provide an opportunity to work across the company and partner with other finance teams across the firm. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.The Expertise and Skills You BringUndergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred. 8+ years of related work experienceProven experience in Financial Planning and Analysis, Forecasting, and Revenue and Scenario ModelingExperience with vendor management and knowledge of risk managementYou are flexible and able to contribute to the team on multiple projectsStrong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilitiesSolid knowledge of financial modeling, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Tableau, Business Objects, Anaplan)Proven ability to craft presentations for senior managementIntellectual curiosityStrong strategic and analytical skills combined with proven business and financial acumenExcellent communication and interpersonal skills along with your ability to influence others and build relationshipsAbility to develop and implement financial reporting that drives good financial disciplineUnmatched organizational and prioritization skills – ability to coordinate, think and act decisively and always with a broad perspectiveProven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environmentEnthusiasm and energy in everything you do and a customer obsessed mindsetThe Value You DeliverCoordination and execution of broad high-profile projectsSourcing information and synthesizing insights for executive managementInfluencing senior business leaders on key decisions by providing clear and concise evaluations, analysis and financial modelsDriving sound decision making for the Fidelity Brokerage businessDriving enhanced vendor management oversight for the Brokerage businessMaintaining positive relationships with the Brokerage Marketing team and the broader finance community to share best practices, ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projectsAbility to informally lead a team; Mentoring junior talent team to encourage collaboration and boost personal development
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Senior Manager, Brokerage Central FinanceThe RoleThe Senior Manager (Sr. Mgr.) role is a member of the Brokerage Central Finance team and will be responsible for supporting the Brokerage marketing team by delivering strategic insights and analysis to measure and evaluate the financial performance, enhancing business processes, and providing finance and decision support for Brokerage marketing initiatives. The role will also be responsible for providing Brokerage vendor management oversight and supporting multiple strategic Brokerage initiatives. The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums. This role will provide an opportunity to work across the company and partner with other finance teams across the firm. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.The Expertise and Skills You BringUndergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred. 8+ years of related work experienceProven experience in Financial Planning and Analysis, Forecasting, and Revenue and Scenario ModelingExperience with vendor management and knowledge of risk managementYou are flexible and able to contribute to the team on multiple projectsStrong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilitiesSolid knowledge of financial modeling, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Tableau, Business Objects, Anaplan)Proven ability to craft presentations for senior managementIntellectual curiosityStrong strategic and analytical skills combined with proven business and financial acumenExcellent communication and interpersonal skills along with your ability to influence others and build relationshipsAbility to develop and implement financial reporting that drives good financial disciplineUnmatched organizational and prioritization skills – ability to coordinate, think and act decisively and always with a broad perspectiveProven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environmentEnthusiasm and energy in everything you do and a customer obsessed mindsetThe Value You DeliverCoordination and execution of broad high-profile projectsSourcing information and synthesizing insights for executive managementInfluencing senior business leaders on key decisions by providing clear and concise evaluations, analysis and financial modelsDriving sound decision making for the Fidelity Brokerage businessDriving enhanced vendor management oversight for the Brokerage businessMaintaining positive relationships with the Brokerage Marketing team and the broader finance community to share best practices, ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projectsAbility to informally lead a team; Mentoring junior talent team to encourage collaboration and boost personal development
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