Job Description:

This Director role is a member of the newly created Workplace Investments/Health Care Group (WI/HCG) Central Line Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial analysis to our business partners. The primary objective of the role will be to lead the line finance support and financial planning and analysis for your assigned business(es) to drive improved outcomes and financial results to the broader organization. You will work closely with the assigned business(es)’ Finance VP, L2/L3s, and Head of WI/HCG Finance. In a highly matrixed organization, you will partner closely with WI/HCG CoEs, including Pricing, Decision Support & Analytics, and Costing to support analytics around cost behavior, update assumptions for deal pricing models, ongoing pricing strategy, and new product/channel development plans.

The Stock Plan Services organization is a 500+ person organization responsible for delivering high quality client & customer services; including strong connections to the retail organization focused on driving cross-enterprise relationship

The Team

Workplace Investing (WI) is an industry leader in providing retirement, investment, and benefit solutions. Fidelity Healthcare Group (HCG) delivers workplace benefits to institutional clients and their participants. This is a critical finance role that will help drive key strategic priorities for WI/HCG and drive new business to generate value and grow market share for the firm.

The Expertise You Have

A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree preferred

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

Financial services experience; experience in benefits outsourcing (WI/HCG) a plus

Proven ability to combine a strategic business perspective with strong project management and analytical skills

Excellent written and verbal communications skills, including the ability to “tell the story” and communicate complex financial information to influence executive decision making

Proficiency in financial modeling and presentation tools (MS Excel, MS PowerPoint, Thinkcell, etc.) and the ability to teach others

The Skills You Bring

Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management

Outstanding critical thinking, problem solving, decision-making, and analytical skills

Project management experience establishing timelines and leading the project lifecycle

Strong interpersonal skills, proactively building consultative relationships across Finance and the business

Ability to gain subject matter expertise in a short time period and apply institutional knowledge to business decisions and quality analytics

Proven ability, flexibility, and resourcefulness to manage several priorities in a deadline driven environment, having comfort with ambiguity

Ability to take initiative and seek creative solutions that challenge conventional approach

Proven leadership skills and ability to develop financial analyst talent

Ability to prioritize, delegate, and drive work in a highly matrixed environment, displaying the judgment to know when to involve other COEs

The Value You Deliver

Demonstrating an in-depth understanding of financial results, including key drivers, emerging trends, and anomalies to share with senior management to guide effective decision making

Using tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business, including proactive thinking and analysis

Reviewing, analyzing and monitoring business performance, synthesizing data, analyses, and conclusions into presentation form for senior management

Operating with a high degree of autonomy, serving as a proxy for the business Finance VP to various internal audiences

Thinking and working across WI/HCG to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects

Finding opportunities to streamline work processes and simplify models to make the team more efficient and effective

Developing an understanding of WI/HCG financial architecture to understand impact of assigned business(es) on LOB and product financial performance and to support modernization efforts

Proactive partnership and communication with business and Finance partners

Partnering with GWO capacity organization on impacts of key operational metrics on staffing levers and financials; developing an understanding of the WI/HCG and PI financial architecture to act as a SME on SPS and Non-Qual enterprise-wide profitability; requires close coordination with Fidelity Personal Investments (PI)

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.