Director Finance, Business Performance & Insights

The Role

The Finance Director, 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 key 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 and Skills You Bring

• Bachelor's degree in Business, Finance, Accounting, Economics, Statistics, or equivalent; MBA or advanced degree preferred
• 10 years' experience in data analytics, and financial and business analysis, preferably in the Financial Services industry
• Experience in Decision Support, Customer Analytics, Performance Measurement, Revenue Models and Modeling
• You are flexible and able to prioritize the team across multiple projects
• Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities
• Ability to synthesize large amounts of information into concise, actionable story for executive leaders
• Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Tableau, Business Objects, SQL) and the ability to teach others
• Proven ability to craft presentations for executive leaders
• Intellectual curiosity
• 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
• Solid 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
• Passion and energy in everything you do and a customer obsessed mindset

The Value You Deliver

• Leading the coordination and execution of highly visible deliverables and projects
• Synthesizing insights for executive management
• 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

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.

At Fidelity, 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". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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, or by calling 800-835-5099, prompt 2, option 3.