Job Description:

The person in this role will manage a small team of analysts while reporting directly to the Head of FCM Finance. The successful candidate will be capable of acting as the “CFO” for each line of business, demonstrating deep expertise in each product line. In addition to traditional financial planning and analysis activities (budgeting, forecasting, and planning), the individual will be expected to oversee treatment of revenue and cost activities for each business on the finance profitability platform.  As a business partner to several senior leaders, the Senior Finance Director must be capable of working in the details as well as elevating thinking to a more strategic level.

The successful candidate will help Capital Markets continue to grow its business profitably and responsibly and provide thought leadership and creative thinking to the FCM finance organization.

The successful candidate will be capable of developing a deep understanding of the Capital Markets businesses and products that they support. As such, the candidate must be capable of understanding the details as well as be able to provide contextual commentary around the results to help “tell the story

The Expertise You Have

Bachelor’s Degree in Finance, Accounting, or Economics combined with a minimum of 12+ years’ work experience in a finance capacity 

Experience in financial services industry is highly desired

Strategic thinker who can take an end-to-end view of an issue and develop multiple solutions

Advanced experience with various software applications (Excel, PowerPoint, Power BI) and demonstrated aptitude for building financial models for complex processes

MBA or CFA is a plus, but not mandatory

The Skills You Bring

Excellent communication and presentation skills: the ability to analyze complex issues and synthesize key points

Excellent problem-solving skills; prioritizing work, breaking down issues, taking an end-to-end view, and proposing alternative solutions

High degree of comfort with data, databases, financials, and having a strong bias for ensuring high data quality

Thorough understanding of financial concepts, methodologies, and accounting principles and how they affect business decisions

Understanding and use of both quantitative and qualitative methods for evaluating business performance

Flexible, self-motivated individual that will bring energy, enthusiasm, and intellectual curiosity to the role

Demonstrated ability to work in a fast-paced, deadline driven organization with a desire to drive projects to completion 

The Value You Deliver                                                                       

This is an opportunity for a hard-working and collaborative individual to work as part of the FCM Finance Team to provide thought leadership to FCM’s senior management team. This person, along with a small team of analysts, will provide high-quality analysis and thoughtful input to the various business functions and leaders supported, serving as an extension and true partner of the business rather than stand-alone Finance support. This is a unique opportunity for an individual to develop subject matter knowledge across multiple product areas of Capital Markets, and to understand how Capital Markets plays a vital role in supporting other business lines at Fidelity. Responsibilities include:

Develop strong relationships with key members of the FCM management team and provide counsel on all financial related matters

Lead and manage the financial budgeting, planning, reporting, and analysis activities for Equity, Fixed Income, Forex, and the Equity Syndicate businesses

Represent FCM as part of the Finance Modernization team, ensuring Line of Business, Client, & Product P&Ls accurately reflect the economics of our business

Provide support to maturing FCM initiatives, including the launch of Equity’s Digital Best Execution and Fixed Income’s Bond Beacon platforms, including financial support and analysis, pricing strategy, client profitability analysis, and robust Key Performance Indicator (KPI) tracking

Provide guidance to internal Fidelity channel partners who rely on and use many of FCM’s various product and service offerings; more specifically, understand the businesses’ revenue streams and associated expenses, the different business models and customer bases, and the service models FCM deploys to support Fidelity’s customers

The successful candidate will help Capital Markets continue to grow its business profitably and responsibly and provide thought leadership and creative thinking to the FCM finance organization.

The successful candidate will be capable of developing a deep understanding of the Capital Markets businesses and products that they support. As such, the candidate must be capable of understanding the details as well as be able to provide contextual commentary around the results to help “tell the story”. 

Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job. Visit myHR and search for “accommodation” to review Fidelity’s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2.

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.