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Senior Manager, Finance

Company: Fidelity Investments
Location: Boston
Posted on: September 19, 2023

Job Description:

Job Description:
The Senior Manager, Finance role is a member of the Brokerage Interest Center of Excellence (COE), a division of Fidelity Capital Markets (FCM) Finance that provides decision support, financial and capital planning and analysis, accounting, and reporting related to interest and securities finance products across all Fidelity brokerage businesses. The Brokerage Interest COE works across a wide range of groups including FCM, Clearing & Custody, Personal Investments, Treasury, line and central Finance, Regulatory, Accounting, and Senior Management.
The primary objective of the role will be to support the COE s business partners, most notably FCM s Prime and Securities Finance businesses, by providing a broad range of analytics, financial management, and strategic support to drive improved outcomes and financial results. As part of this six-person team, the Senior Manager, Finance will have opportunities to lead various projects and initiatives, formulate analysis and recommendations that will directly influence management decisions, provide guidance and leadership to junior analysts, and build strong consultative relationships with business partners across Fidelity.
The Expertise We re Looking For

  • A bachelor's degree in Finance, Accounting, or equivalent; MBA or advanced degree, or progress toward CFA a plus
  • 8+ years of professional experience in Finance with a successful track record in financial modeling and analysis; 5+ years of experience with advanced degree
  • Financial services experience; experience with brokerage business and securities finance a plus
    • Proficiency in financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Business Objects); familiarity with Fidelity systems such as FBSI and FCMONE beneficial
      The Skills You Bring
      • Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization
      • Intellectual curiosity
      • Outstanding analytical and problem-solving skills, demonstrating an aptitude for building financial models for complex processes and working independently to perform most analyses
      • Understanding of financial and accounting principles and how to apply them in business
      • Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy
      • Ability to take initiative and seek creative solutions that challenge conventional approaches
      • Ability to respond to shifting priorities while maintaining progress of regularly scheduled work
        The Value You Deliver
        • Develop and present analysis and recommendations to management and business partners
        • Participate in various projects such as business case development, systems implementation testing and integration, new client integration into financial systems and reports
        • Prepare and analyze reports for various business reviews tied to scorecards, key initiatives, and business drivers (e.g., volumes, competitive/market share, P&L, return on capital)
        • Lead budgeting and multi-year planning for brokerage interest and securities finance products
        • Execute certain supervisory and management functions for team s junior analysts
        • Support the monthly close process for interest and securities finance revenue
        • Enhance and/or create automated reporting views, including use of dashboards and other data visualization tools
          Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job. Visit myHR and search for \u201Caccommodation\u201D to review Fidelity s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2.Certifications:Company OverviewFidelity 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 UsAt 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 , we have been recognized by our employees as a Best Place to Work in 2022. 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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 \u0022.\u0022We invite you to Find Your Fidelity at .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 Leave of Absence/Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Boston , Senior Manager, Finance, Executive , Boston, Massachusetts

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