Senior Manager, Finance Insights & Analytics

Fidelity • Westlake, TX

21h • Hybrid

About The Position

The Senior Manager - Finance Intelligence & Insights (BIA) role within ETGS Finance is responsible for delivering accurate, high quality financial insights to the Finance and Technology leadership and creating high value and outstanding experience to all stakeholders. Role involves analyzing various aspects of technology spend and portfolio, identify opportunities to optimize spend, understand drivers and help decision making through a consultative approach. The position is for US based locations and reports to the Vice President, Finance. Specifically, the role will be responsible for:
Focuses on broader strategic projects and engagements that provide insights in alignment with the Firm’s strategic objectives
Understands business problems clearly, formulates analytical approaches, gathers required data from various sources and delivers actionable insights from the analyses
Build partnerships with other Finance groups, Technology organizations and Strategic Planning offices to support organization-wide efforts with finance analytics
Engage actively with other Analytics and Data groups across peer Finance and Technology organizations
Interprets key issues on a broader external context and for internal review. Presents implications and recommendations with a strategic perspective.
Influences management actions
Guides decisions for application of financial models to meet business needs on a sustainable basis. Ensures consistency of methodology and quality/ reasonableness of output. Effectively defines output for decision making

Requirements

• Experienced and knowledgeable in financial data analytics, critical thinking, data-driven approach, business savvy and a collaborative spirit to partner with stakeholders and understand critical business questions
• 10+ years of post-qualification experience
• Strong data mining, visualization and presentation skills to generate and present insights from disparate data sources and types
• Knowledge of Data Querying (SQL, Snowflake or equivalent), Statistics, Data modeling, and/or analytical techniques
• Deals effectively with higher levels of situational ambiguity to surface, resolve and avoid issues with internal and external constituencies
• Ability to interpret key issues, make decisions, suggest recommendations leveraging existing procedures and tools
• Ability to collaborate across the larger organization, engage / leverage existing COEs, building partnerships across stakeholders to provide holistic solutions
• Communicate skillfully (Listening to understand, storytelling, influencing)
• Navigating complexity/ Sense Making (Finding meaning in the abstract, ability to determine the deeper meaning or significance of what is being expressed)
• Strategic orientation & Self driven (Focuses on the big picture and outside in approach while problem solving)
• Strong verbal and written communication skills and the ability to influence senior management
• Excellent organization and written/verbal communication skills required.
• Proficiency with programming / database querying tools (SQL, R, Python, etc.) highly preferred
• Qualified candidate with a undergraduate/ graduate (e.g. MBA) from a reputed institution
• Prior experience in data mining, analytics and/or financial analysis

Nice To Haves

• Knowledge of programming using Python or similar tools
• Understanding of technology cost drivers, financial statements, Budgeting and Planning process, FinOps, and emerging technological trends is nice to have
• Knowledge on Financial analytics tools, data mining, data visualization tools and presentation skills
• Understanding of technology cost drivers and pricing mechanisms of various tools and infrastructure preferred

Responsibilities

• Focuses on broader strategic projects and engagements that provide insights in alignment with the Firm’s strategic objectives
• Understands business problems clearly, formulates analytical approaches, gathers required data from various sources and delivers actionable insights from the analyses
• Build partnerships with other Finance groups, Technology organizations and Strategic Planning offices to support organization-wide efforts with finance analytics
• Engage actively with other Analytics and Data groups across peer Finance and Technology organizations
• Interprets key issues on a broader external context and for internal review. Presents implications and recommendations with a strategic perspective.
• Influences management actions
• Guides decisions for application of financial models to meet business needs on a sustainable basis. Ensures consistency of methodology and quality/ reasonableness of output. Effectively defines output for decision making

Benefits

• The team supports enterprise-wide initiatives by delivering financial insight, governance, and decision support that aligns with the firm’s strategic priorities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree
• Number of Employees: 101-250 employees