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**Sr. Manager, Finance Business Performance & Insights:** Drive data-driven insights for Fidelity's Brokerage Finance team, collaborating cross-functionally to advise strategy, measure performance, and manage key projects. **Required:** 3-5 years in data analytics and finance, strong proficiency in financial and business analysis, and knowledge of finance-based datasets, methodologies, and visualization tools (Excel, PowerPoint, Tableau, SQL). **Preferred:** MBA, experience in financial services, and working knowledge of Fidelity's Brokerage or Wealth Business units. **Responsibilities:** Create actionable insights from complex data, develop executive presentations, and monitor initiatives. **Skills:** Excellent communication, strategic thinking, problem-solving, and project management. **Education:** Bachelor's degree in Business, Finance, Economics, Data Science, Information Sciences, or equivalent.
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Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Sr. Manager, Finance Business Performance and Insights within the Brokerage Finance team will deliver the data, strategic insights and analysis to advise business strategy and decision making, measure and evaluate business performance, and monitor key initiatives. You will be a contributor to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with other finance teams across the firm.
The Expertise Were Looking For
Bachelor's degree in Business, Finance, Economics, Data Science, Information Sciences, or equivalent; MBA or advanced degree a plus
3-5 years experience in data analytics, and financial and business analysis, preferably in the Financial Services industry
Strong working knowledge of finance-based datasets, methodologies a plus
Experience in assembling disparate datasets and creating nuanced visualizations to drive analytical analysis of business performance
Experience in Decision Support, Customer Analytics, Performance Measurement, and Revenue Models.
You are flexible and can contribute to multiple projects concurrently
Solid working knowledge of Brokerage or Wealth Business units a plus.
Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
Ability to lead efforts to synthesize large amounts of information into concise, actionable story for leaders
Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Alteryx, Tableau, Business Objects, SQL)
The Skills You Bring
You have a passion for visualization design and dashboard development using Power BI, Tableau, or similar tools.
Intellectual curiosity and willingness to dig deeply into business problems to understand causal factors
Proven ability to craft presentations for leaders
Strong strategic and analytical skills combined with proven business and financial acumen
Excellent communication and interpersonal skills along with a strong ability to influence others and build relationships
Strong ability to learn new datasets, business processes, and visualization tools depending on project scope
Proven ability and flexibility to manage multiple high-priority, deliverables in a deadline driven environment
Passion and energy in everything you do and a customer obsessed mindset
The Value You Deliver
Contributing to the coordination and execution of highly visible deliverables and projects
Empowering business partners with information and insights that directly impact organizational goals.
Driving sound decision making for the Fidelity Brokerage business
Maintaining positive relationships with broader finance community to ensure consistency in analysis approach, standards for data and definitions, and being dedicated in supporting time critical projects
Managing projects and motivating an effective team through solid organizational, collaboration, and coaching skills
Partnership with subject matter specialists and key partners
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.
Certifications:
Category:
FinancePlease 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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