Job Description:
Job Description
Senior Manager, Brokerage Central Finance
The Role
The Senior Manager (Sr. Mgr.) role is a member of the Brokerage Central Finance team and will be responsible for supporting the Brokerage marketing team by delivering strategic insights and analysis to measure and evaluate the financial performance, enhancing business processes, and providing finance and decisions support for Brokerage marketing initiatives. The role will also be responsible for providing Brokerage vendor management oversight and support multiple strategic Brokerage initiatives. The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums. This role will provide an opportunity to work across the company and partner with other finance teams across the firm. Success will require an analytic attitude, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity.
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The Expertise and Skills You Bring
- Undergraduate degree in Business, Accounting, Finance, or Economics; MBA preferred. 8+ years of related work experience
- Proven experience in Financial Planning and Analysis, Forecasting, and Revenue and Scenario Modeling
- Experience with vendor management and knowledge of risk management
- You are flexible and able to contribute to the team on multiple projects
- Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
- Solid knowledge of financial modeling, presentation, and data visualization tools (Excel, PowerPoint, Thinkcell, Tableau, Business Objects, Anaplan)
- Proven ability to craft presentations for senior management
- Intellectual curiosity
- Strong strategic and analytical skills combined with proven business and financial acumen
- Excellent communication and interpersonal skills along with your ability to influence others and build relationships
- Ability to develop and implement financial reporting that drives good financial discipline
- Unmatched organizational and prioritization skills - ability to coordinate, think and act decisively and always with a broad perspective
- Proven ability and flexibility to manage multiple high-priority, highly visible deliverables in a deadline driven environment
- Enthusiasm and energy in everything you do and a customer obsessed mindset
The Value You Deliver
- Coordination and execution of broad high-profile projects
- Sourcing information and synthesizing insights for executive management
- Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis and financial models
- Driving sound decision making for the Fidelity Brokerage business
- Driving enhanced vendor management oversight for the Brokerage business
- Maintaining positive relationships with the Brokerage Marketing team and the broader finance community to share best practices, ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projects
- Ability to informally lead a team; Mentoring junior talent team to encourage collaboration and boost personal development
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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
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.