This role will allow you to build relationships, demonstrate your skills to senior management, and provides a tremendous opportunity to further your career with Fidelity Investments Finance. The Asset Management Finance Team collaborates with a variety of partners including senior management, central finance, and the strategy team to drive finance initiatives and results across Asset Management and Fidelity. As a member of the Finance team, you will also have multiple opportunities to lead and/or contribute to critical short- and long-term Asset Management wide finance initiatives.

This position will report to the Director of Finance for Asset Management for technology and shared services within the broader Asset Management and Funds Operations finance team.

The Value You Deliver

Provide Finance and FinOps support for all AM Tech Business Domains.

Generate monthly results and analyses including TBM and GL views of Expense and Headcount.

Learn and contribute to budgets, forecasts, and quarterly technology portfolio planning using Anaplan software.

Partner directly and develop positive relationships with Strategy Enablement team through insightful planning, analysis, and reporting of labor and non-labor spend as well as capacity planning and efficiency reviews.

Support analytical review for technology initiative spend in support of AM businesses/products as well as for end-to-end Tech processes as it relates to efficiency of core and common Tech processes.

Support financial reporting and analysis of other, non-technology shared services including HR, Compliance, Finance, and Fund Operations.

The Expertise You Have

Bachelor's Degree in Finance, Accounting, or Economics combined with a minimum of 2+ years' work experience in a finance capacity.

Excellent knowledge of financial model design and visualization (using tools such as Advanced Microsoft Excel, Power BI, Tableau, PowerPoint, Anaplan, and Think-Cell) and experience for the build, evaluation, improvement and maintenance of moderate to sophisticated models.

Demonstrated financial statement analysis and skills to identify/resolve detailed financial issues while understanding larger business context.

Verify, correlate, compare, and coordinate data to facilitate analysis and forecasting. Improve collection methods and processes.

Experience in financial services industry is highly desired.

Knowledge of agile operating concepts including Scrum is valuable.

The Skills You Bring

Ability to prioritize tasks to consistently meet business partner expectations.

Confidence and desire to build ability to influence others across the organization.

Excellent verbal and written communication skills.

Strong interpersonal skills.

Support multiple projects across all focus areas through data gathering, modeling, analysis and execution.

Assess issues and present analyses with recommendations to enable decision-making by Shared Services Finance team.

High degree of comfort with data, database queries, and financials.

Displays strong desire and willingness to learn new skills and level up existing skills.

Exceptional analytical and problem-solving skills.

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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to accommodations@fmr.com.