Job Description:

This Senior Director role is a member of the finance team that supports PI’s Regional Center business, delivering impactful, insightful, and actionable financial analysis to our business partners to guide effective decision-making. The primary objective of the role will be to provide strategic insights and analysis to measure and evaluate the financial performance of the business, working across teams to monitor progress on key initiatives. You will play a key role in supporting Finance’s efforts in the growth, development, and scaling of the business supporting the largest live channel organization across Fidelity.  You will be responsible for leading the MYP and annual planning process, ongoing and ad-hoc business performance measurement, and leading consultative analytics including executive level recommendations for key strategic priorities of the Regional Center organization.  You will also help contribute to the management and development of junior associates on the team.

As a member of the Personal Investing Finance team, you will be responsible for providing senior management with insightful, action-oriented financial analysis to guide effective decision-making that impacts Fidelity’s clients and associates. This role will be key in supporting Finance’s efforts in the growth and development of the business.

The Expertise You Have

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

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

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 craft presentations to communicate complex financial information to influence executive decision making

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

Solid knowledge and expertise in financial, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Tableau, CWE/SQL)

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

Project management experience establishing timelines and leading all aspects of 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 develop 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

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

The Value You Deliver

Leading high impact / high visibility financial analytics and deliverables across Distribution and PI more broadly

Leading analyses and strategic recommendations to management and business partners

Synthesizing data, analyses, and conclusions into presentation form for senior management

Thinking and working across not only PI, but enterprise-wide to ensure consistency in analysis approach, standards for data and definitions, and proactive support of time critical projects

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

Working with the business to understand 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.