Job Description:

Are you ready to provide strategic insights and financial leadership supporting a PI business unit?   If so, join us to become a valuable finance team member who will make a positive impact every day.

Description

The Finance Manager (Personal Investments Team) AKA Director, Finance role is a member of the PI Finance Team, delivering impactful, insightful, and actionable financial analysis to our CKSI business partners to guide effective decision-making. The primary objectives of the role will be to provide strategic insights and analysis to measure and evaluate the financial performance of the business and to play an instrumental role in leading the budgeting, planning, and forecasting process for CKSI. You will play a key role in supporting Finance’s efforts of being a valued member of the CKSI team.

The Expertise We’re Looking For

Bachelor's degree in Business, Finance, Accounting, Economics, or equivalent; MBA or advanced degree preferred

8+ years of professional experience with a successful track record in financial modeling and analysis, with experience in financial planning and analysis, budgeting, revenue models, and scenario modeling

Proven ability to combine a strategic business perspective with strong project management and analytical skills, with solid business and financial acumen

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

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

Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Tableau, Business Objects) and the ability to teach others

Intellectual curiosity, flexibility, and the ability to contribute to the team are musts

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

Unmatched organizational and prioritization skills – ability to coordinate, think and act proactively and always with a broad perspective

Proven ability, flexibility, and resourcefulness to manage multiple high-priority, highly visible deliverables in a deadline driven environment

Excellent communication and interpersonal skills along with the ability to influence others and build relationships

Enthusiasm and energy in everything you do and a customer obsessed approach

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.