Fidelity Investments - Boston, MA

posted 6 months ago

Full-time - Senior
Boston, MA
1,001-5,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Manager, Finance role within Asset Management Tech (AMT) is a pivotal position that supports financial analysis for a substantial portfolio valued at $400 million, encompassing 2,000 personnel across nine business domains in three countries. This role is essential as Asset Management continues to expand its product and service offerings, necessitating enhanced technology capabilities to ensure scalability, efficiency, and risk mitigation throughout the organization. The ideal candidate will possess a strategic business perspective, coupled with robust project management and analytical skills, to effectively understand AMT's business initiatives and strategies. In this position, the Senior Manager will leverage their financial analysis expertise to define project scopes and execute them while mentoring junior associates. Collaboration is key, as the Senior Manager will work closely with other finance teams within Asset Management and across Fidelity's various business units, ensuring a high standard of quality in all deliverables. The role involves direct interaction with a collaborative team of analysts and directors, including partners based in India and Ireland. Candidates with experience in technology finance, Cloud Service Providers, or FinOps will find this role particularly appealing. This position offers a unique opportunity to build relationships and showcase skills to senior management, paving the way for career advancement within Fidelity Investments Finance. The Asset Management Finance Team plays a crucial role in collaborating with senior management, central finance, and the strategy team to drive finance initiatives and achieve results across Asset Management and Fidelity. As a member of this team, the Senior Manager will have the chance to lead and contribute to significant short- and long-term finance initiatives across the organization.

Responsibilities

  • Support multiple AM Tech domains as the primary finance lead, collaborating with domain leaders and product area leaders.
  • Provide Finance and FinOps support for all AM Tech Business Domains.
  • Oversee the reporting of monthly results and analyses, including TBM and GL views of Expense and Headcount, while providing insights and analysis.
  • Own the cloud service provider reporting and forecasting process for AM Tech and Shared Services domains, including software budgets, forecasts, and quarterly technology portfolio planning using Anaplan software.
  • Develop positive relationships with the Strategy Enablement team through insightful planning, analysis, and reporting of labor and non-labor spend, as well as capacity planning and efficiency reviews.
  • Lead and support analytical reviews for technology initiative spending in support of AM businesses/products and for end-to-end Tech processes related to efficiency of core and common Tech processes.
  • Mentor team members to help them develop core finance skills.

Requirements

  • Bachelor's Degree in Finance, Accounting, or Economics.
  • Minimum of 6+ years' work experience in a finance capacity.
  • Proven project management experience from concept to conclusion while working with multiple senior stakeholders.
  • Excellent knowledge of financial model design and visualization using tools such as Advanced Microsoft Excel, Power BI, Tableau, PowerPoint, Anaplan, and Think-Cell.
  • Demonstrated financial statement analysis skills and the ability to identify and resolve detailed financial issues while understanding the larger business context.
  • Experience in the financial services industry is highly desired.
  • Knowledge of agile operating concepts, including Scrum, is valuable.

Nice-to-haves

  • Experience with technology finance, Cloud Service Providers, or FinOps is highly desirable.

Benefits

  • Hybrid work environment
  • Opportunities for career advancement
  • Collaborative team culture
  • Mentorship opportunities
  • Access to advanced financial tools and software
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