Job Description:

The Director role is a member of the Fidelity Brokerage Technology Finance group, a team responsible for delivering impactful and insightful financial analysis to our business partners. The primary objective of the role will be to deliver valuable financial support to our Technology Leader (Digital Brokerage (Plynk), Data Solutions) and his team.  The analyses and insights delivered are critical components to drive business planning and ongoing decision making.  Additionally, we will look to transition other direct senior leader support.

The role responsibilities will be as follows but not limited to:

• Directly supporting our Technology Senior Leaders

• Timely deliverables

• Monthly Reporting

• Financial Modeling

• Ad hoc projects

The Expertise and Skills You Bring

• A bachelor's degree in Finance, Economics, Accounting or equivalent; MBA or advanced degree a plus

• 7+ years of professional experience in Finance with a successful track record in financial modeling and analysis

• Financial services experience preferred; experience in FinTech and Agile constructs a plus

• Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint) with experience in Tableau, Hyperion Essbase, PowerBI, Anaplan, FCAP

• Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization

• Intellectual curiosity

• Strong analytical and problem-solving skills

• Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy

• Proven ability to manage competing priorities and multiple deadlines

• Strong interpersonal skills

• Ability to take initiative and seek creative solutions that challenge conventional approaches

• Flexible and adaptable team player, able to operate in a highly matrixed environment

The Value You Deliver

• Supporting the creation of detailed financial plans for functional expense and headcount

• Using enhanced forecasting techniques to inform decision making

• Proactive partnership and communication with business and Finance partners

• Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business

• Defining key performance indicators and support ongoing tracking efforts

• Responsible for expense/headcount management and control

• Responding to financial requests for strategic business initiative evaluations

• Working with the business to understand technology investment opportunities and provide cost benefit analyses to support decision making

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.