Lead, Data Analytics and Quality Insights

Fidelity Investments•Westlake, TX

5d•Hybrid

About The Position

The Role The primary purpose of your role is to provide analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable. As part of your role, you will consider all aspects of people, process and technology as you analyze and synthesize data from a variety of sources, document processes and issues, offer new and innovative solutions and implement improvements that deliver business value The Expertise and Skills You Bring A bachelor’s degree with 5+ years of experience in analyzing data, developing reporting capabilities, and delivering insights to inform business decisions This includes data-driven proactive risk identification, automation of manual processes, and providing high-quality data analysis Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.) Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.). Knowledge of Robotic Process Automation (RPA) Blue Prism, Business Intelligence etc. Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering. You have a penchant for problem solving, are detail-oriented and can think analytically, commitment to continuous improvement with a growth mindset. You are intellectually curious, take initiative, love learning new skills and sharing that knowledge with others. Leadership: You are a self-starter and are willing to challenge the status quo, try new things, and work independently Information Gathering: You know how to creatively collect information from a wide variety of sources. You can take large amounts of information, narrow it down and identify the critical pieces Analysis & Synthesis: You know how to analyze and synthesize information, you can provide fundamental business insights from the information that is not obvious to others and leads to actionable, improvement recommendations Process Modeling: You have the ability to (or willingness to quickly learn how to) facilitate and document process mapping sessions that identify issues, foster creating innovative solutions and enable implementing future designs that significantly improve process quality Problem Solving: You are comfortable with ambiguity and can simplify complex problems and provide creative, practical solutions Communication: You communicate effectively to foster transparency and collaboration; you can build solid relationships with professionals within an organization and become a trusted business partner Technical Proficiency: You also have a strong ability to learn new tools, applications, and systems quickly Collect and analyze quality and operational control data, synthesize findings; formulate and present recommendations Producing actionable oversight reporting for leaders Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities Process Improvement and Project Support Create process maps that are a means to an end - realizing significant business results Develop and revise processes, procedures, presentations and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style and terminology Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring the implementation and recommending refinements Professional Engagement Continuously improving one’s own skills and competencies to become a respected partner across the organization: striving to always be better Developing and maintaining relationships to foster alignment, collaboration and the sharing of best practices The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Certifications: Category: Quality Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s 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. 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 experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

A bachelor’s degree with 5+ years of experience in analyzing data, developing reporting capabilities, and delivering insights to inform business decisions
This includes data-driven proactive risk identification, automation of manual processes, and providing high-quality data analysis
Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.)
Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).
Knowledge of Robotic Process Automation (RPA) Blue Prism, Business Intelligence etc.
Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering.
You have a penchant for problem solving, are detail-oriented and can think analytically, commitment to continuous improvement with a growth mindset.
You are intellectually curious, take initiative, love learning new skills and sharing that knowledge with others.
Leadership: You are a self-starter and are willing to challenge the status quo, try new things, and work independently
Information Gathering: You know how to creatively collect information from a wide variety of sources. You can take large amounts of information, narrow it down and identify the critical pieces
Analysis & Synthesis: You know how to analyze and synthesize information, you can provide fundamental business insights from the information that is not obvious to others and leads to actionable, improvement recommendations
Process Modeling: You have the ability to (or willingness to quickly learn how to) facilitate and document process mapping sessions that identify issues, foster creating innovative solutions and enable implementing future designs that significantly improve process quality
Problem Solving: You are comfortable with ambiguity and can simplify complex problems and provide creative, practical solutions
Communication: You communicate effectively to foster transparency and collaboration; you can build solid relationships with professionals within an organization and become a trusted business partner
Technical Proficiency: You also have a strong ability to learn new tools, applications, and systems quickly

Responsibilities

Collect and analyze quality and operational control data, synthesize findings; formulate and present recommendations
Producing actionable oversight reporting for leaders
Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities
Create process maps that are a means to an end - realizing significant business results
Develop and revise processes, procedures, presentations and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style and terminology
Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring the implementation and recommending refinements
Continuously improving one’s own skills and competencies to become a respected partner across the organization: striving to always be better
Developing and maintaining relationships to foster alignment, collaboration and the sharing of best practices

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