Posted 15 days ago
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**Director Brokerage, Central Finance - Lead Financial Planning & Analysis** Lead financial planning and analysis for Fidelity's Brokerage business. Develop annual plans, forecasts, and strategic insights. Collaborate with executive leadership to assess business performance, identify opportunities, and support strategic priorities. Actively manage budgets, forecasts, and P&L governance. Provide expert financial analysis, modeling, and scenario planning. Lead a team in improving financial processes and driving exceptional performance. Proven experience in finance roles, 10+ years, MBA preferred. Expertise in forecasting, financial analysis, business planning, and team leadership. Proficient in Excel, PowerPoint, Tableau, and other financial tools.
- Compensation
- $110,000 – $222,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
The Director, Brokerage Central Finance will report to the Head of Central Finance and lead the financial planning and analysis activities for the Brokerage business, including monthly financial reporting, budgeting and forecasting, headcount and P&L governance, executive reporting, and business performance analysis. The Director will lead a team responsible for delivering financial insights, managing the planning process, and supporting decision-making through thoughtful analysis, reporting, and insights. As a key finance partner to Brokerage leadership, this role will help measure and assess business performance, identify opportunities and risks, and support strategic priorities through a financial lens. The candidate will be a key contributor to the development of executive presentations which will be used across multiple forums.
Success in this role requires strong business acumen, analytical rigor, and the ability to build effective partnerships across Brokerage, Finance, and enterprise teams while driving continuous improvement in financial planning, reporting, and governance processes and leading the development of a high-performing team.
The Qualifications and Expertise Were Looking For
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field; MBA preferred
- 10+ years of experience in Finance, FP&A, business planning, or related disciplines
- Expertise in budgeting, forecasting, financial modeling, scenario planning, and business performance analysis
- Strong financial acumen with the ability to translate business results into actionable insights and recommendations
- Experience partnering with business leaders and subject matter experts to support decision-making, evaluate opportunities, and challenge assumptions
- Excellent analytical, communication, and presentation skills, including experience supporting executive-level communications
- Continuous learner who proactively deepens knowledge of the business, industry, and evolving competitive landscape
- Strong relationship-building skills and ability to collaborate across functions and levels
- Proven ability to lead, develop, and motivate high-performing teams
- Strong organizational and prioritization skills with the ability to lead teams, manage competing priorities, and make sound decisions in a dynamic environment
- Customer-focused mindset with a commitment to continuous improvement
- Proficiency with financial reporting, modeling, and data visualization tools, including Excel, PowerPoint, Tableau, Power BI, ThinkCell, or similar tools
The Value You Deliver
- Lead the development of annual plans, forecasts, and business performance reporting for Fidelity Brokerage
- Provide financial analysis, modeling, and scenario planning that helps leaders understand performance, evaluate risks and opportunities, and make informed decisions
- Develop executive presentations and communications that clearly convey financial performance and business insights
- Drive financial discipline and consistency across planning, forecasting, reporting, and governance processes
- Partner across Brokerage Finance and the broader Finance organization to deliver timely, actionable insights while driving consistency in reporting, data standards, and analytical approaches
- Lead the coordination and execution of highly visible deliverables and projects
- Develop talent and foster a culture of collaboration, accountability, and continuous improvement
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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