Director, Finance

Fidelity • Boston, MA

5d

About The Position

This Director is a key member of the Finance team supporting Fidelity Brokerage’s Client Services organization, with a primary focus on Stock Plan Services and additional support for Brokerage’s Scale Our Service initiative. The role provides strategic recommendations to help business leaders make informed decisions and improve business performance. It leads consultative analytics on critical strategic priorities, conducts ad hoc business performance analysis, and develops executive-level insights and recommendations. The Director also contributes to the development, coaching, and mentorship of junior team members and helps build a high-performing finance organization. The position supports the continued growth, scalability, and evolution of the business. Successful candidates demonstrate exceptional analytical and problem-solving capabilities, strong executive communication skills, and the ability to manage multiple priorities in a fast-paced, dynamic environment.

Requirements

• Bachelor’s degree in Finance, Economics, or equivalent.
• More than 10 years of professional Finance experience with a successful track record in financial modeling and analysis.
• Ability to combine a strategic business perspective with project management and analytical skills, and solid business and financial acumen.
• Excellent written and verbal communication skills, including the ability to explain complex financial information and craft presentations that influence executive decision-making.
• Strong interpersonal skills and ability to build consultative relationships across Finance and the business.
• Knowledge and expertise in financial, presentation, and data visualization tools, including MS Excel, MS PowerPoint, Thinkcell, Tableau, and CWE/SQL.
• Intellectual curiosity, flexibility, and ability to contribute to a team.
• Confidence, business maturity, and presence to work independently and collaborate across organizational levels, including influencing senior management.
• Outstanding critical thinking, problem-solving, decision-making, and analytical skills.
• Ability to gain subject matter expertise quickly and apply institutional knowledge to develop quality analytics.
• Ability to manage multiple priorities in a deadline-driven environment, with flexibility, resourcefulness, and comfort with ambiguity.
• Ability to take initiative and seek creative solutions that challenge conventional approaches.
• Judgment to know when to involve other COEs in a highly matrixed environment.

Nice To Haves

• MBA or advanced degree.

Responsibilities

• Provide strategic recommendations that enable business leaders to make informed decisions and drive business performance.
• Support the Stock Plan Services organization within Client Services and Brokerage’s Scale Our Service initiative.
• Conduct ad hoc business performance analysis and develop executive-level insights and recommendations.
• Lead consultative analytics focused on critical strategic priorities.
• Contribute to the development, coaching, and mentorship of junior team members.
• Lead high-impact, high-visibility financial analytics and deliverables across Distribution and PI more broadly.
• Lead analyses and strategic recommendations for management and business partners.
• Synthesize data, analyses, and conclusions into presentations for senior management.
• Promote consistent analysis approaches and standards for data and definitions across PI and the enterprise, and proactively support time-critical projects.
• Partner and communicate proactively with business and Finance partners.
• Use tools and business knowledge to provide insightful information, reporting, and analytics that evolve with the business.
• Work with the business to understand investment opportunities and provide cost-benefit analyses to support decision-making.
• Establish project timelines and lead all aspects of the project lifecycle.
• Prioritize, delegate, drive work, and lead others in a highly matrixed environment.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development
• Bonus or other variable compensation may be included, depending on position and eligibility requirements

What This Job Offers

• Job Type: Full-time
• Career Level: Director