Sr. Manager, Finance Business Performance & Insights
Fidelity•Covington, KY
•Onsite
About The Position
The Sr. Manager, Finance Business Performance and Insights within the Brokerage Finance team will deliver the data, strategic insights and analysis to advise business strategy and decision making, measure and evaluate business performance, and monitor key initiatives. You will be a contributor to the development of executive presentations which will be used across multiple forums and widely across the enterprise. This role will provide an opportunity to work across the company and partner with other finance teams across the firm.
Requirements
- Bachelor's degree in Business, Finance, Economics, Data Science, Information Sciences, or equivalent.
- 3-5 years’ experience in data analytics, and financial and business analysis, preferably in the Financial Services industry.
- Strong working knowledge of finance-based datasets, methodologies a plus.
- Experience in assembling disparate datasets and creating nuanced visualizations to drive analytical analysis of business performance.
- Experience in Decision Support, Customer Analytics, Performance Measurement, and Revenue Models.
- Solid working knowledge of Brokerage or Wealth Business units a plus.
- Strong analytic, organizational and communication skills, conceptual thinking, and problem-solving capabilities.
- Ability to lead efforts to synthesize large amounts of information into concise, actionable story for leaders.
- Solid knowledge of financial modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Thinkcell, Alteryx, Tableau, Business Objects, SQL).
- Passion for visualization design and dashboard development using Power BI, Tableau, or similar tools.
- Intellectual curiosity and willingness to dig deeply into business problems to understand causal factors.
- Proven ability to craft presentations for leaders.
- Strong strategic and analytical skills combined with proven business and financial acumen.
- Excellent communication and interpersonal skills along with a strong ability to influence others and build relationships.
- Strong ability to learn new datasets, business processes, and visualization tools depending on project scope.
- Proven ability and flexibility to manage multiple high-priority, deliverables in a deadline driven environment.
- Passion and energy in everything you do and a customer obsessed mindset.
Nice To Haves
- MBA or advanced degree a plus.
- Fidelity will not provide immigration sponsorship for this position.
Responsibilities
- Deliver data, strategic insights, and analysis to advise business strategy and decision making.
- Measure and evaluate business performance.
- Monitor key initiatives.
- Contribute to the development of executive presentations for multiple forums and across the enterprise.
- Partner with other finance teams across the firm.
- Coordinate and execute highly visible deliverables and projects.
- Empower business partners with information and insights that directly impact organizational goals.
- Drive sound decision making for the Fidelity Brokerage business.
- Maintain positive relationships with the broader finance community to ensure consistency in analysis approach, standards for data and definitions.
- Support time-critical projects.
- Manage projects and motivate an effective team through solid organizational, collaboration, and coaching skills.
- Partner with subject matter specialists and key partners.
Benefits
- The job description does not explicitly list benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
