Senior Manager, Finance

Job Description:

The Role

                                                                                                                                   

This Senior Manager, Finance will play a lead role on the Financial Planning and Analysis (FP&A) team supporting the Brokerage Operations & Technology divisions within FBOT. This person will lead all aspects of financial reporting including budget, forecast, and NGAV cost allocations. They will provide analysis and deep dives, and prepare informative financial presentations to share with our business partners and leadership teams.

The Expertise and Skills You Bring

• A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus
• 6+ years of FP&A and advanced financial modeling experience
• Proficiency modeling data and preparing presentations using Excel, PowerPoint and PowerBI. Experience with Anaplan a plus.
• Excellent written and verbal communications skills, including the ability to communicate effectively with finance, accounting and business partners at varying levels of the organization
• A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity
• Outstanding analytical and problem-solving skills, working independently to perform most analyses
• Takes initiative and seeks creative solutions that challenge conventional approaches
• Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy
• Builds and maintains business partner relationships
• Displays confidence and ability to influence others across the organization
• Responds quickly to shifting priorities while maintaining progress of regularly scheduled work

The Value You Deliver

• Lead projects that will modernize the Finance function
• Coordinate the creation of detailed financial plans (including multi-year forecast and annual budget) for functional expense and headcount
• Own the allocation methodology and reporting for the Brokerage Operations and Technology divisions
• Prepare variance commentary and key performance metric reporting, analytics, and insights
• Provide analyses and strategic recommendations to management and business partners
• Proactive partnership and communication with business and Finance partners
• Leverage tools and business knowledge to provide insightful information, reporting and analytics that evolve with changes in the business

The Team

The Brokerage Operations and Technology Finance teams are key groups under the Funds, Brokerage, Operations and Technology (FBOT) organization who handle over $1B annual expense and is behind every transaction that happens at Fidelity. We provide financial support to central finance, the senior leadership team and our finance partners across the firm. We are focused on P&L forecasting, workforce capacity planning, strategic support for CIO, financial reporting, and ad hoc analysis. In supporting these critical parts of the business, the team has broad exposure to and influence on business decisions and processes.

Certifications:

Category:

Finance

Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).